The Woltz-winchester Foundation
The Woltz-winchester Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $323K in total assets. In 2024, it awarded 14 grants totaling $16K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$323K
-1.1% YoY
Annual Giving
$16K
-2.7% YoY
Grant Count
14
+7.7% YoY
Avg Grant Size
$1K
-9.7% YoY
Under IRS private-foundation payout rules, The Woltz-winchester Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About The Woltz-winchester Foundation
Based on IRS filings
The Woltz-winchester Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $323K in total assets. In 2024, it awarded 14 grants totaling $16K. Net investment income was $14K.
Focus Areas
Ready to take the next step with The Woltz-winchester Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $322,873 | $326,535 | $341,146 |
| Revenue | $17,833 | $4,889 | $112,545 |
| Expenses | $19,970 | $21,025 | $21,172 |
| Qualifying Distributions | $16,434 | $16,500 | $18,000 |
| Net Investment Income | $13,530 | $2,444 | $109,373 |
| Distributable Amount | $17,092 | $16,031 | $17,178 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Shenarts Council ($2,000), Shenandoah Valley Discovery Museum ($1,800), The Godfrey Miller Home & Fellowship Center ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| C-CAP WINCHESTER, VA | PUBLIC ASSISTANCE | $1,000 |
| FAMILIES REACHING OUT GROUP WINCHESTER, VA | ASSISTANCE TO FOSTER CHILDREN | $250 |
| FRENCH & INDIAN WAR FOUNDATION WINCHESTER, VA | HISTORICAL MUSEUM | $1,000 |
| HANDLEY REGIONAL LIBRARY WINCHESTER, VA | PUBLIC ASSISTANCE | $1,000 |
| MUSEUM OF THE SHENANDOAH VALLEY WINCHESTER, VA | TO SUPPORT PUBLIC TRAIL PROJECT | $1,000 |
| SHENANDOAH VALLEY DISCOVERY MUSEUM WINCHESTER, VA | CHILDREN'S MUSEUM EDUCATIONAL PROGRAMS | $1,800 |
| SHENARTS COUNCIL WINCHESTER, VA | ART EDUCATION AND EXHIBITS | $2,000 |
| THE GODFREY MILLER HOME & FELLOWSHIP CENTER WINCHESTER, VA | PUBLIC PROGRAMS | $1,500 |
| THE LAUREL CENTER WINCHESTER, VA | PUBLIC ASSISTANCE | $1,000 |
| THE SALVATION ARMY WINCHESTER, VA | PUBLIC ASSISTANCE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NICHOLAS PARTHEMOS | PRESIDENT | 1 | — |
| JERRY KERR | DIRECTOR | — | — |
| SARAH POWERS | SECRETARY | — | — |
| RITA BEALE | ASSISTANT SECRETARY | — | — |
| LYNN BERNARD | VICE PRESIDENT | — | — |
| W BLAKE CURTIS | DIRECTOR | 1 | — |
| ELAINE M CAIN | TREASURER | 1 | — |
| STEPHEN SHENDOW | DIRECTOR | — | — |
| MARTHA SIMS | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Woltz-winchester Foundation?
The Woltz-winchester Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. It holds $323K in total assets as of 2024.
How large is The Woltz-winchester Foundation?
As of 2024, The Woltz-winchester Foundation holds $323K in total assets with $18K in annual revenue. It awarded 14 grants totaling $16K in 2024.
Where does The Woltz-winchester Foundation operate?
The Woltz-winchester Foundation has awarded grants in Virginia.
What size grants does The Woltz-winchester Foundation award?
In 2024, The Woltz-winchester Foundation awarded 14 grants totaling $16K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The Woltz-winchester Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Woltz-winchester Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Woltz-winchester Foundation's EIN?
The Woltz-winchester Foundation's EIN (Employer Identification Number) is 54-1948947. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Woltz-winchester Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
American Woodmark Foundation Inc
WINCHESTER, VA
Assets
$1.3M
Grants
265
Total Given
$780K
The Bank of Clarke County Foundation
BERRYVILLE, VA
Assets
$11K
Grants
220
Total Given
$231K
John L Harrell & Margaret T Harrell
WINCHESTER, VA
Assets
$1.4M
Grants
23
Total Given
$136K
United Way of Northern Shenandoah
WINCHESTER, VA
Assets
$2.2M
Grants
24
Total Given
$349K
The Clara Weiss Fund
SEVILLE, OH
Assets
$5.4M
Grants
207
Total Given
$512K
Dorothy M Overcash Charitable Trust
WINCHESTER, VA
Assets
$1.3M
Grants
21
Total Given
$110K
The Community Foundation of the Northern
WINCHESTER, VA
Assets
$16.5M
Grants
18
Total Given
$609K
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
The Community Foundation of Harrisonburg
HARRISONBURG, VA
Assets
$87.9M
Grants
160
Total Given
$6.7M
Natl Christian Charitable Fdn Inc
ALPHARETTA, GA
Assets
$6.1B
Grants
16,327
Total Given
$2.6B
Frazier Family Foundation
WINCHESTER, VA
Assets
$1K
Grants
5
Total Given
$2K
Feltner Community Foundation
WINCHESTER, VA
Assets
—
Grants
16
Total Given
$185K
More Funders in Virginia
Data last updated April 2026. Sourced from IRS Form 990-PF filings.