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Also known as: FAMILY FOUNDATION
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Dr Harold B & Helen E Schwartz Fam Foundation is a private trust based in WILLIAMSBURG, VA. The foundation received its IRS ruling in 1994. It holds total assets of $33K. Annual income is reported at N/A. Total assets have decreased from $140K in 2011 to $52K in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Virginia, Iowa and New York. According to available records, Dr Harold B & Helen E Schwartz Fam Foundation has made 24 grants totaling $35K, with a median grant of $1K. Annual giving has grown from $8K in 2020 to $11K in 2023. Individual grants have ranged from $250 to $3K, with an average award of $1K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Virginia, New York, Iowa, which account for 92% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$2K
Largest Grant
$3K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Dr Harold B & Helen E Schwartz Fam Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in VA, NY, IA.
Dr Harold B & Helen E Schwartz Fam Foundation has distributed a total of $35K across 24 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $250 to $3K.
Dr Harold B & Helen E Schwartz Fam Foundation typically selects its grantees rather than accepting unsolicited proposals.
Dr Harold B & Helen E Schwartz Fam Foundation is headquartered in WILLIAMSBURG, VA. While based in VA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Martin Wolfberg | TRUSTEE | $0 | $0 | N/A |
| Gail S Wolfberg | TRUSTEE | $0 | $0 | N/A |
Total Giving
$11K
Total Assets
$52K
Fair Market Value
$52K
Net Worth
$52K
Grants Paid
$11K
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
$3K
Total Grants
24
Total Giving
$35K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
16
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jamestownyorktown FoundationCULTURAL-GENERAL FUND | Williamsburg, VA | $3K | 2023 |
| Colonial Williamsburg FoundationCULTURAL-GENERAL FUND | Williamsburg, VA | $3K | 2023 |
| Leukemia Lymphoma SocietyRESEARCH TO CURE BLOOD CANCER & IMPROVE LIVES | New York, NY | $2K | 2023 |
| Jewish National FundCULTURAL-GENERAL FUND | Rockville Ctr, NY | $1K | 2023 |
| International Rescue MissionSUPPORT DISASTER AREAS | Richmond, VA | $1K | 2023 |
| Richmond Holocaust MuseumCULTURAL-GENERAL FUND | Richmond, VA | $1K | 2023 |
| Williamsburg Regional Library FoundCULTURAL-GENERAL FUND | Williamsburg, VA | $500 | 2023 |
| Colonial Williamburg FoundationCULTURAL - GENERAL FUND | Williamburg, VA | $3K | 2022 |
| Jamestown-Yorktown FdnCULTURAL- GENERAL FUND | Williamsburg, VA | $3K | 2022 |
| Va Holocaust MuseumCULTURAL REMEMBRANCE | Richmond, VA | $1K | 2022 |
| American Red CrossDISASTER RELIEF | Boone, IA | $1K | 2022 |
| Leukemia & Lymphoma SocietyRESEARCH TO CURE BLOOD CANCER & IMPROVE LIVES | Rye Brook, NY | $1K | 2022 |
| Intl Rescue CommGLOBAL HUMANTARIAN AID | New York, NY | $1K | 2021 |
| Temple Beth AhmRELIGIOUS AFFILIATION | Parsippany, NJ | $1K | 2020 |
| Market St MissionSUPPORT FOR THE HOMELESS | Morristown, NJ | $500 | 2020 |
| Grove Christian Outreach CenterADDRESS THE NEEDS OF THE POOR | Williamsburg, VA | $500 | 2020 |