Howard W and Katherine L Gwaltney

SMITHFIELD, VA EIN: 02-6142431

Howard W and Katherine L Gwaltney is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SMITHFIELD, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $390K in total assets. In 2024, it awarded 8 grants totaling $17K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$390K

+1.6% YoY

Annual Giving

$17K

+0.0% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$2K

+0.0% YoY

About Howard W and Katherine L Gwaltney

Based on IRS filings

Howard W and Katherine L Gwaltney is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SMITHFIELD, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $390K in total assets. In 2024, it awarded 8 grants totaling $17K. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Smithfield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$26K$38K$51K20202021202220232024
Metric202420232022
Total Assets$389,696$383,596$389,077
Revenue$28,462$17,062$46,460
Expenses$22,362$22,543$25,503
Qualifying Distributions$19,800$19,800$23,010
Net Investment Income$26,104$14,699$43,967
Distributable Amount$23,713$22,348$24,977

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K6 grants20204 grants20211 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

HISTORIC ST LUKE'S RESTO…$5KIVY HILL CEMETERY$2KISLE OF WIGHT COUNTY MUS…$2KISLE OF WIGHT ARTS LEAGUE$2KISLE OF WIGHT CHRISTIAN …$2KSUNDAYS AT FOUR$2KISLE OF WIGHT RESCUE SQUAD$1KSMITHFIELD VOLUNTEER FIR…$1K

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LUCY G CLAYTrustee
KAY G REMICKTrustee
KATHERINE C WILLISTrustee

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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