The Elmwood Fund

RICHMOND, VA EIN: 23-7075321

The Elmwood Fund is a private family foundation established in 1970 and based in Richmond, Virginia. It is a 501(c)(3) organization operated by descendants of the Branch family. The foundation supports philanthropic initiatives across the United States with a focus on arts and culture, education, and human services.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$623K

+0.6% YoY

Annual Giving

$125K

-49.2% YoY

Grant Count

20

-33.3% YoY

Avg Grant Size

$6K

-23.8% YoY

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

Mission & Focus Areas

The Elmwood Fund provides funding for:

  • Arts and Culture — including historical preservation and architectural heritage
  • Education — educational and charitable initiatives including scholarships
  • Human Services — youth services and park and recreation services

Grantmaking

Grant Range

$26,000

Average Grant

$26,000

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Geographic Focus

Where this funder awards grants

The Elmwood Fund supports organizations across multiple U.S. states and cities, with documented funding activity in:

  • Virginia (primary focus, particularly Richmond)
  • New York
  • Massachusetts
  • Additional states: Alaska, Connecticut, Delaware, Maryland, North Carolina

Grant Distribution by State

10states
+2 more states

Cities

AshevilleBon AirBostonCordovaCulver CityDurhamEasthamptonFredericksburgGlen AllenGloucesterHeightsLocus HillNew MilfordNew YorkPawlingPetersburgRichmondWashingtonWestportWilliamsburg

Financial History

Multi-year comparison from IRS filings

Metric Amount (2024)
Total Assets $623,000
Annual Revenue $154,000
Annual Expenses $144,000
Total Liabilities $0
Grants Awarded $246,000
Number of Grants 30

The fund maintains a healthy financial position with no outstanding liabilities.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$71K$143K$214K$285K20202021202220232024
Metric202420232022
Total Assets$622,721$619,178$675,353
Revenue$153,631$197,999$86,934
Expenses$144,088$259,203$194,192
Qualifying Distributions$125,000$246,000$176,000
Net Investment Income$141,660$186,821$70,767
Distributable Amount$60,530$53,363$62,726

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$123K$185K$246K28 grants202028 grants202133 grants202230 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The Branch Museum$82KVirginia League of Plann…$10KVCU Parkinsons & Marmert$7KSt Phillips Episcopal Ch…$4KFoundation for Nation$4KSt James Episcopal Church$3KChild Savers$3KResource Center Pawling$2KThe Richmond Symphony$2KPawling Yoga & Wellness$2K

Grant Size Distribution

139 grants across all recorded years

134<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Walter M. Dotts — President (serves without compensation)
  • Mary Zeugner — Secretary/Treasurer (serves without compensation)

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Mary ZeugnerSecretary/Treasurer1
Walter M DottsPresident1

Contact Information

  • Address: PO Box 85678, Richmond, VA 23285
  • Phone: 804-780-2087
  • EIN: 23-7075321

Related Funders

Similar funders by location and focus area

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

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