Kathryn & W H Schwarzschild Fund

Private foundation · Grantmaker Richmond, VA EIN: 54-6035733

The Kathryn & W H Schwarzschild Fund is a private foundation based in Richmond, Virginia. It made 79 grants totaling $79,170 in 2024, supporting charitable organizations including arts, health-care, community, and garden organizations.

Key facts about Kathryn & W H Schwarzschild Fund

In short: Kathryn & W H Schwarzschild Fund gave $79K across 79 grants in 2024 (avg $1K), mostly in Virginia. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
54-6035733
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$79,170
Grants made (2024)
79
Average grant
$1,002
Median grant
$750
New grantees (estimate)
18% first-time grantees (14 of 79, 2024)
Total assets
$1,365,190
Primary geography
Virginia (72% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+0.4% YoY

Annual Giving

$79K

+11.6% YoY

Grant Count

79

+14.5% YoY

Avg Grant Size

$1K

-2.6% YoY

Under IRS private-foundation payout rules, Kathryn & W H Schwarzschild Fund reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.

Is Kathryn & W H Schwarzschild Fund open to new grantees?

18%

first-time grantees, 2024

In 2024, 14 of 79 grantees (18%) were first-time recipients. First grants averaged $982; repeat grants $1K. How we count

Medians: $875 first-time, $750 repeat.

  • 80% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+2%). Method
  • In 2024 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the funder is provided. Its 2024 grants included support for organizations with a range of missions. The Richmond Symphony says it performs, teaches, and champions music to inspire and unite communities. Virginia Repertory Theatre describes its mission as entertaining, challenging, and uplifting communities through live theatre. The Garden Conservancy says it works to preserve, share, and celebrate America’s gardens and gardening traditions; the New York Botanical Garden describes itself as a plant museum and research center focused on public understanding and knowledge of plants. The Jewish Community Federation of Richmond says it coordinates charitable fundraising and allocations and serves matters pertaining to the Jewish community in Richmond and beyond.

Grantmaking

In 2024, the funder made 79 grants totaling $79,170. Grant amounts ranged from $250 to $4,000, with a median award of $750.

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Geographic Focus

Where this funder awards grants

In 2024, 72% of grant dollars went to recipients in Virginia, 16% to New York, 4% to Connecticut, 3% to Massachusetts, and 2% to Maryland.

Grant Distribution by State

10states

Share of 2024 grant dollars across all 79 itemized grants.

Cities

RichmondNew YorkCharlottesvilleHenricoBronxClarksburgCold SpringDeltavilleGreenwichLawrencevilleLexingtonMechanicsvilleNashvilleNorth ChesterfieldNorthamptonNorwalkWilliamsburgWoodsideRicvhmondAnnapolis

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K67 grants2020 65 grants2021 74 grants2022 69 grants2023 79 grants2024

From 2020 to 2024, annual grant giving ranged from $71K (2023) to $88K (2022). In 2024 it made 79 grants totaling $79K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Richmond Symphony: $4KRichmond Symphony$4KPauley Heart Center: $3KPauley Heart Center$3KCongregation Beth Ahabah: $3KCongregation Beth Ahabah$3KAmerican Red Cross Richmond Chapter: $3KAmerican Red Cross RichmondChapter$3KJewish Community Center: $3KJewish Community Center$3KMassey Cancer Center: $3KMassey Cancer Center$3KUniversity of Virginia: $3KUniversity of Virginia$3KJewish Community Federation of Richmond: $2KJewish Community Federation ofRichmond$2KUnited Way Services: $2KUnited Way Services$2KBon Secours Richmond Health Care Foundation: $2KBon Secours Richmond HealthCare Foundation$2K

The largest 2024 recipient was Richmond Symphony ($4K). Together the top 10 received $26K.

Grant Size Distribution

354 grants across all recorded years

354<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 354 grants of 354 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Richmond Symphony Richmond, VAGeneral$4,000
Pauley Heart Center Richmond, VAGeneral$3,000
Congregation Beth Ahabah Richmond, VAGeneral$2,750
American Red Cross Richmond Chapter Richmond, VAGeneral$2,500
Jewish Community Center Richmond, VAGeneral$2,500
Massey Cancer Center Richmond, VAGeneral$2,500
University of Virginia Charlottesville, VAGeneral$2,500
Jewish Community Federation of Richmond Richmond, VAGeneral$2,250
United Way Services Richmond, VAGeneral$2,250
Bon Secours Richmond Health Care Foundation Richmond, VAGeneral$2,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $1,365,190 $113,996 $105,698 $79,170
2023 $1,359,335 $74,868 $93,958 $70,970
2022 $1,380,367 $56,433 $112,012 $88,320
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,365,190$1,359,335$1,380,367
Revenue$113,996$74,868$56,433
Expenses$105,698$93,958$112,012
Qualifying Distributions$79,170$70,970$88,320
Net Investment Income$113,996$74,868$34,791
Distributable Amount$76,009$77,385$71,844

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists William H Schwarzschild III as president, secretary, and director; Kathrin S Brown as vice president, treasurer, and director; and Harrison Tate Schwarzschild as vice president and director.

Kathryn & W H Schwarzschild Fund is led by William H. Schwarzschild III, President, Secretary & Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • William H. Schwarzschild III

    President, Secretary & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kathrin S. Brown

    Vice President, Treasurer & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Harrison Tate Schwarzschild

    Vice President & Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Co W Schwarzschild 8919 Rearden, Richmond, VA 23229
Phone: (804) 484-0363

Frequently asked questions about Kathryn & W H Schwarzschild Fund

How much does Kathryn & W H Schwarzschild Fund give each year?

Kathryn & W H Schwarzschild Fund gave $79K across 79 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $71K across 69 grants.

What is Kathryn & W H Schwarzschild Fund's typical grant size?

Kathryn & W H Schwarzschild Fund's median grant in 2024 was $750, and its average grant was $1,002, across 79 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Kathryn & W H Schwarzschild Fund that year got $982 on average.

Where does Kathryn & W H Schwarzschild Fund give grants?

Kathryn & W H Schwarzschild Fund gives mostly in Virginia: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (16%). The most frequent recipient cities were Richmond, VA (45 grants), New York, NY (6 grants), Charlottesville, VA (2 grants) and Henrico, VA (2 grants).

Does Kathryn & W H Schwarzschild Fund give general operating support?

Yes: 100% of Kathryn & W H Schwarzschild Fund's 2024 grants with a stated purpose (79 of 79) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Kathryn & W H Schwarzschild Fund's largest grantees?

Kathryn & W H Schwarzschild Fund's largest 2024 grantees include Richmond Symphony ($4,000), Pauley Heart Center ($3,000) and Congregation Beth Ahabah ($2,750), according to its 2024 IRS Form 990-PF. Together they received 12% of its itemized 2024 grant dollars.

How large is Kathryn & W H Schwarzschild Fund?

Kathryn & W H Schwarzschild Fund reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets).

What does Kathryn & W H Schwarzschild Fund fund?

No mission statement for the funder is provided. Its 2024 grants included support for organizations with a range of missions. The Richmond Symphony says it performs, teaches, and champions music to inspire and unite communities. See mission & focus areas ↑

How do I apply for a grant from Kathryn & W H Schwarzschild Fund?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Kathryn & W H Schwarzschild Fund's EIN?

Kathryn & W H Schwarzschild Fund's EIN (Employer Identification Number) is 54-6035733. IRS Form 990 filing data is available on this page for 2020–2024.

Does Kathryn & W H Schwarzschild Fund accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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