The Woltz-Winchester Foundation
The Woltz-Winchester Foundation is a private foundation based in Winchester, Virginia. Its 2023 filing says it makes grants to qualifying organizations benefiting people in Winchester and Frederick County, Virginia, in areas including cultural life, local history, natural beauty, poverty alleviation, literacy, and wellness for older residents.
The Woltz-Winchester Foundation at a glance
In short: The Woltz-Winchester Foundation gave $16K across 14 grants in 2024 (avg $1K), mostly in Virginia. 14% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $16,050
- -2.7% vs 2023
- Grants made (2024)
- 14
- +7.7% vs 2023
- Average grant
- $1,146
- -9.7% vs 2023
- Median grant
- $1,000
- Total assets
- $322,873
- -1.1% vs 2023
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2024; small sample)
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Woltz-Winchester Foundation
- How to Apply
-
The 2023 filing says there is no required format, but requests should include the organization’s mission and the proposed purpose of the grant. The foundation does not restrict giving to preselected organizations. Requests are limited to qualifying organizations benefiting people in Winchester and Frederick County, Virginia.
- Contact
Application contact: Elaine M Cain Treasurer
Mailing address: 50 S Cameron Street, Winchester, VA 22601
Phone: (540) 662-3417
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Woltz-Winchester Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Shenarts Council ($2K). Together the top 10 received $13K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s stated grant restrictions cover qualifying organizations benefiting people in the City of Winchester and County of Frederick, Virginia. All 2024 grant dollars went to recipients in Virginia.
Grant Distribution by State
Share of 2024 grant dollars across all 14 itemized grants.
States
Cities
Is The Woltz-Winchester Foundation open to new grantees?
14%
first-time grantees, 2024
In 2024, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $1K; repeat grants $1K. How we count
Medians: $1K first-time, $1K repeat.
- 71% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+7%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $15K (2021) to $18K (2022). In 2024 it made 14 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shenarts Council Winchester, VA | Art Education and Exhibits | $2,000 |
| Shenandoah Valley Discovery Museum Winchester, VA | Children's Museum Educational Programs | $1,800 |
| The Godfrey Miller Home & Fellowship Center Winchester, VA | Public Programs | $1,500 |
| Winchester Rescue Mission Winchester, VA | To provide shelter and food to homeless in the community | $1,500 |
| C-Cap Winchester, VA | Public Assistance | $1,000 |
| 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 |
| The Laurel Center Winchester, VA | Public Assistance | $1,000 |
| The Salvation Army Winchester, VA | Public Assistance | $1,000 |
Ready to take the next step with The Woltz-Winchester Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $322,873 | $17,833 | $19,970 | $16,050 | 14 | $16,434 | $13,530 | $17,092 |
| 2023 | $326,535 | $4,889 | $21,025 | $16,500 | 13 | $16,500 | $2,444 | $16,031 |
| 2022 | $341,146 | $112,545 | $21,172 | $18,000 | 12 | $18,000 | $109,373 | $17,178 |
| 2021 | $249,773 | $16,796 | $16,221 | $15,000 | 13 | — | $16,152 | $17,672 |
| 2020 | $249,198 | $42,326 | $16,230 | $16,100 | 9 | — | $42,196 | $15,793 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 filing identifies allowable grant areas as enriching cultural life; studying, researching, and educating about the area’s history; preserving the area’s natural beauty; alleviating poverty, including through literacy programs; and providing wellness programs for older residents.
The 2024 grants show support for organizations working in these and related areas. For example, the Shenandoah Valley Discovery Museum describes its mission as sparking curiosity and inspiring learning through exploration and creative play. The Winchester Rescue Mission says it provides care to people affected by poverty and homelessness, offering healing, help, and hope.
Grantmaking
In 2024, the foundation gave $16,050 through 14 grants. Grant amounts ranged from $250 to $2,000, with a median of $1,000. Its largest listed grants included $2,000 to ShenArts Council for art education and exhibits; $1,800 to the Shenandoah Valley Discovery Museum for children’s museum educational programs; and $1,500 each to the Godfrey Miller Home & Fellowship Center for public programs and the Winchester Rescue Mission to provide shelter and food to people experiencing homelessness. Other listed 2024 recipients included the French & Indian War Foundation, Handley Regional Library, Museum of the Shenandoah Valley, The Laurel Center, The Salvation Army, Valley Chorale of Front Royal, and Winchester Area Temporary Thermal Shelter.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Nicholas Parthemos as president; Lynn Bernard as vice president; Elaine M Cain as treasurer; Sarah Powers as secretary; Rita Beale as assistant secretary; and Jerry Kerr, W Blake Curtis, Stephen Shendow, and Martha Sims as directors.
The Woltz-Winchester Foundation is led by Nicholas Parthemos, President on every filing since 2020; none of the 9 officers listed in 2024 report compensation.
Officers on the 2024 filing
Nicholas Parthemos
President
On filings since 2020
1 hr/week
No compensation reported
Jerry Kerr
Director
Treasurer → Director, 2022
On filings since 2020
No compensation reported
W. Blake Curtis
Director
On filings since 2020
1 hr/week
No compensation reported
Martha Sims
Director
On filings since 2021
No compensation reported
Stephen Shendow
Director
On filings since 2021
No compensation reported
Elaine M. Cain
Treasurer
Assistant Treasurer → Treasurer, 2022
On filings since 2020
1 hr/week
No compensation reported
Lynn Bernard
Vice President
Director → Vice President, 2022
On filings since 2020
No compensation reported
Rita Beale
Assistant Secretary
On filings since 2020
No compensation reported
Sarah Powers
Secretary
On filings since 2020
No compensation reported
Former officers (2)
- Former: Keveney Furst (2021–2023) — Director
- Former: N. Randolph Bryant (2020–2021) — Vice President
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.
Frequently asked questions about The Woltz-Winchester Foundation
How much does The Woltz-Winchester Foundation give each year?
The Woltz-Winchester Foundation gave $16K across 14 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $17K across 13 grants.
What is The Woltz-Winchester Foundation's typical grant size?
The Woltz-Winchester Foundation's median grant in 2024 was $1,000, and its average grant was $1,146, across 14 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Woltz-Winchester Foundation that year got $1K on average.
Where does The Woltz-Winchester Foundation give grants?
The Woltz-Winchester Foundation gives mostly in Virginia: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winchester, VA (13 grants).
Does The Woltz-Winchester Foundation give general operating support?
Not in 2024: none of the 14 grants with a stated purpose on The Woltz-Winchester Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Public Assistance" (4 grants).
Who are The Woltz-Winchester Foundation's largest grantees?
The Woltz-Winchester Foundation's largest 2024 grantees include Shenarts Council ($2,000), Shenandoah Valley Discovery Museum ($1,800) and The Godfrey Miller Home & Fellowship Center ($1,500), according to its 2024 IRS Form 990-PF. Together they received 33% of its itemized 2024 grant dollars.
How large is The Woltz-Winchester Foundation?
The Woltz-Winchester Foundation reported $323K in total assets on its 2024 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Woltz-Winchester Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from The Woltz-Winchester Foundation?
The 2023 filing says there is no required format, but requests should include the organization’s mission and the proposed purpose of the grant. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Woltz-Winchester Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Woltz-Winchester Foundation's focus areas in our free grants database
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