Funder DirectoryDR HAROLD B & HELEN E SCHWARTZ
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Private foundation (trust)EIN 521880448Est. 1994-06

DR HAROLD B & HELEN E SCHWARTZ

WILLIAMSBURG, VA 23188

Total Assets

$33K

FY 2024

Annual Giving

$18K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$10K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$5

Total Expenses

$19K

Qualifying Distributions

$19K

Distributable Amount

$2K

Min. Investment Return

$2K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $1K through median $3K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $18K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

29 grants

AMERICAN CANCER SOCIETY
$10K
1 grant
COLONIAL WILLIAMBURG FOUNDATION
$8K
3 grants
JAMESTOWN-YORKTOWN FDN
$8K
3 grants
COLONIAL WILLIAMSBURG FOUNDATION
$5K
2 grants
JAMESTOWNYORKTOWN FOUNDATION
$5K
2 grants
VA HOLOCAUST MUSEUM
$3K
3 grants
RICHMOND HOLOCAUST MUSEUM
$3K
2 grants
LEUKEMIA LYMPHOMA SOCIETY
$3K
2 grants

Grant Size Distribution

29 grants

<$10K
29
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Virginia
$43K
82% of total
New York
$6K
12% of total
Iowa
$2K
4% of total
New Jersey
$2K
3% of total

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DR HAROLD B & HELEN E SCHWARTZ — Grants, Financials & Contact | Grantivo