The Woltz-winchester Foundation

WINCHESTER, VA EIN: 54-1948947

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$62K$93K$124K20202021202220232024
Metric202420232022
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

$0$5K$9K$14K$18K9 grants202013 grants202112 grants202213 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SHENARTS COUNCIL$2KSHENANDOAH VALLEY DISCOV…$2KTHE GODFREY MILLER HOME …$2KWINCHESTER RESCUE MISSION$2KC-CAP$1KFRENCH & INDIAN WAR FOUN…$1KHANDLEY REGIONAL LIBRARY$1KMUSEUM OF THE SHENANDOAH…$1KTHE LAUREL CENTER$1KTHE SALVATION ARMY$1K

Grant Size Distribution

61 grants across all recorded years

61<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Woltz-winchester Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NICHOLAS PARTHEMOSPRESIDENT1
JERRY KERRDIRECTOR
SARAH POWERSSECRETARY
RITA BEALEASSISTANT SECRETARY
LYNN BERNARDVICE PRESIDENT
W BLAKE CURTISDIRECTOR1
ELAINE M CAINTREASURER1
STEPHEN SHENDOWDIRECTOR
MARTHA SIMSDIRECTOR

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Front RoyalWinchester

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

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