Dr Harold B & Helen E Schwartz
Dr Harold B & Helen E Schwartz is a private foundation, based in Williamsburg, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $20K in total assets. In 2025, it awarded 7 grants totaling $13K. Net investment income was $3.
Dr Harold B & Helen E Schwartz at a glance
In short: Dr Harold B & Helen E Schwartz gave $13K across 7 grants in 2025 (avg $2K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,000
- -27.8% vs 2024
- Grants made (2025)
- 7
- +40.0% vs 2024
- Average grant
- $1,857
- -48.4% vs 2024
- Median grant
- $2,500
- Total assets
- $20,142
- -39.6% vs 2024
- Primary geography
- Virginia (81% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dr Harold B & Helen E Schwartz funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Jamestownyorktown Foundation ($3K). Together the top 7 received $13K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Dr Harold B & Helen E Schwartz gives
- Giving grew 63% from 2022 to 2025. Method
- In 2025 it paid out 940% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2022) to $18K (2024). In 2025 it made 7 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jamestownyorktown Foundation Williamsburg, VA | Cultural-General Fund | $2,500 |
| Colonial Williamsburg Foundation Williamsburg, VA | Cultural-General Fund | $2,500 |
| Richmond Holocaust Museum Richmond, VA | Cultural-General Fund | $2,500 |
| American Cancer Society Glen Allen, VA | General Purpose | $2,500 |
| Memorial Sloan-Kettering New York, NY | Research to Cure Blood Cancer & Improve Lives | $2,000 |
| WHRO Public TV Norfolk, VA | Cultural-General Fund | $500 |
| USO Washington, DC | Support Disaster Areas | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $20,142 | $3 | $13,200 | $13,000 | 7 | $13,200 | $3 | $1,405 |
| 2024 | $33,339 | $5 | $18,550 | $18,000 | 5 | $18,550 | $5 | $2,288 |
| 2023 | $51,884 | $6 | $11,100 | $10,500 | 7 | $11,100 | $6 | $2,934 |
| 2022 | $62,978 | $7 | $8,560 | $8,000 | 5 | $8,000 | — | $3,312 |
| 2021 | $71,531 | $-49 | $8,796 | $8,250 | 6 | $8,250 | — | $3,739 |
| 2020 | $80,376 | $-12,573 | $9,288 | $8,250 | 6 | — | $787 | $4,486 |
Under IRS private-foundation payout rules, Dr Harold B & Helen E Schwartz reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dr Harold B & Helen E Schwartz's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gail S. Wolfberg
Trustee
On filings since 2020
No compensation reported
Martin Wolfberg
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Dr Harold B & Helen E Schwartz
How much does Dr Harold B & Helen E Schwartz give each year?
Dr Harold B & Helen E Schwartz gave $13K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 5 grants.
What is Dr Harold B & Helen E Schwartz's typical grant size?
Dr Harold B & Helen E Schwartz's median grant in 2025 was $2,500, and its average grant was $1,857, across 7 grants on its 2025 IRS Form 990-PF.
Where does Dr Harold B & Helen E Schwartz give grants?
Dr Harold B & Helen E Schwartz gives mostly in Virginia: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (15%). The most frequent recipient cities were Williamsburg, VA (2 grants).
Does Dr Harold B & Helen E Schwartz give general operating support?
Yes: 71% of Dr Harold B & Helen E Schwartz's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dr Harold B & Helen E Schwartz's largest grantees?
Dr Harold B & Helen E Schwartz's largest 2025 grantees include Jamestownyorktown Foundation ($2,500), Colonial Williamsburg Foundation ($2,500) and Richmond Holocaust Museum ($2,500), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is Dr Harold B & Helen E Schwartz?
Dr Harold B & Helen E Schwartz reported $20K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What is Dr Harold B & Helen E Schwartz's EIN?
Dr Harold B & Helen E Schwartz's EIN (Employer Identification Number) is 52-1880448. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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