Rockbridge County Holdings Ltd

Public charity · Grantmaker Lexington, VA EIN: 84-3351187

Holding title to certain investments and properties for the benefit of kappa alpha order

Key facts about Rockbridge County Holdings Ltd

In short: Rockbridge County Holdings Ltd gave $72K across 3 grants in 2025 (avg $24K), mostly in Arizona. Source: 2025 IRS Form 990.

EIN
84-3351187
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$71,716
Grants made (2025)
3
Average grant
$23,905
Median grant
$10,773
Total assets
$6,165,137
Primary geography
Arizona (74% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$6.2M

+16.1% YoY

Annual Giving

$72K

+143.1% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$24K

-19.0% YoY

How Rockbridge County Holdings Ltd gives

  • Giving grew 364% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Rockbridge County Holdings Ltd

Based on IRS filings

Rockbridge County Holdings Ltd is a public charity focused on Education, based in Lexington, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 3 grants totaling $72K. Net investment income was $198K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

TucsonDurhamLexingtonLos AngelesMurfreesboroStanfordWinston-Salem

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2020 3 grants2021 1 grant2022 1 grant2023 1 grant2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $15K (2022) to $179K (2020). In 2025 it made 3 grants totaling $72K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Kappa Alpha Gamma Epsilon House Corporation: $53KKappa Alpha Gamma EpsilonHouse Corporation$53KAlpha Pi Chapter: $11KAlpha Pi Chapter$11KBeta Sigma Chapter: $8KBeta Sigma Chapter$8K

The largest 2025 recipient was Kappa Alpha Gamma Epsilon House Corporation ($53K). Together the top 3 received $72K.

Grant Size Distribution

9 grants across all recorded years

7<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 9 (78%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Kappa Alpha Gamma Epsilon House Corporation Tucson, AZMaintenance$53,177
Alpha Pi Chapter Stanford, CAMaintenance$10,773
Beta Sigma Chapter Los Angeles, CAMaintenance$7,766

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,165,137$5,310,685$4,949,173
Revenue$198,203$178,537$154,684
Expenses$131,992$90,488$86,396
Net Investment Income$198,203$178,537$147,244

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Rockbridge County Holdings Ltd is led by James M. Schmuck, President & Director on the 2025 filing; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • James M. Schmuck

    President & Director

    New on the 2025 filing

    No compensation reported

  • David M. Warren

    Director

    On filings since 2020

    No compensation reported

  • King V. Aiken

    Vice President & Director

    On filings since 2021

    No compensation reported

  • Malcolm H. Liles

    Director

    On filings since 2021

    No compensation reported

  • Larry Stanton Wiese

    Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: C. Douglas Simmons III (2020–2024) — President & Director
  • Former: David P. Barksdale (2020) — Vice President & Director

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 Rockbridge County Holdings Ltd

How much does Rockbridge County Holdings Ltd give each year?

Rockbridge County Holdings Ltd gave $72K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $29K across 1 grant.

What is Rockbridge County Holdings Ltd's typical grant size?

Rockbridge County Holdings Ltd's median grant in 2025 was $10,773, and its average grant was $23,905, across 3 grants on its 2025 IRS Form 990.

Where does Rockbridge County Holdings Ltd give grants?

Rockbridge County Holdings Ltd gives mostly in Arizona: 74% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was California (26%).

Does Rockbridge County Holdings Ltd give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Rockbridge County Holdings Ltd's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Maintenance" (3 grants).

How large is Rockbridge County Holdings Ltd?

Rockbridge County Holdings Ltd reported $6.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $198K.

What is Rockbridge County Holdings Ltd?

Rockbridge County Holdings Ltd is a public charity focused on Education, based in Lexington, VA. It holds $6.2M in total assets as of 2025.

What is Rockbridge County Holdings Ltd's EIN?

Rockbridge County Holdings Ltd's EIN (Employer Identification Number) is 84-3351187. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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