2025-08-14T14:27:04-05:00 2024-12-31 262749039 G4 CPA FIRM INC 2046 JOHN ROLFE PARKWAY HENRICO VA 23238 990PF 2024-01-01 546035733 KATHRYN & W H SCHWARZSCHILD FUND KATH 8044840363 CO W SCHWARZSCHILD 8919 REARDEN RICHMOND VA 23229 WILLIAM H SCHWARZSCHILD III PRESIDENT 8044840363 2025-08-14 1 0 ALICE M CAPPELLINO CPA P00529317 8047403698 2024 2025-03-06 01:10:19Z X 1560347 X X 69 69 38686 38686 75241 365176 75241 113996 113996 0 0 0 2692 0 0 22783 0 0 1053 0 0 26528 0 0 79170 79170 105698 0 79170 8298 113996 2007 5622 5622 69013 20785 20785 72222 72194 70618 612369 627301 779439 278689 283472 273525 325035 355816 410358 1359335 1365190 1560347 0 0 X 0 0 0 0 1359335 1365190 1359335 1365190 1359335 1365190 1359335 8298 0 1367633 2443 1365190 SALE OF INVESTMENTS-6468 P 365127 289935 75192 75192 CAP GAIN DISTRIBUTION P 49 49 49 75241 1585 0 1585 0 1585 1200 0 2385 0 3585 X 0 2000 2000 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A AUSTIN W VERITY IV CIMA 7035067400 THE VERITY GRP 8100 BOONE BLVD 410 VIENNA VA 22182 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H SCHWARZSCHILD III 8919 REARDEN ROAD HENRICO VA 23229 PRES/SEC/DIRECTOR 1.00 0 0 0 KATHRIN S BROWN 399 RIVERSVILLE ROAD GREENWICH CT 06831 VP/TREASURER/DIRECTOR 1.00 0 0 0 HARRISON TATE SCHWARZSCHILD 2108 STUART AVE RICHMOND VA 23220 VP/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1554724 20784 0 1575508 0 0 1575508 23633 1551875 77594 77594 1585 1585 76009 0 76009 0 76009 79170 0 79170 76009 77034 0 0 79170 77034 0 0 2136 0 0 0 0 0 0 0 0 73873 0 0 0 X AMERICAN HEART ASSOCIATION 4217 PARK PLACE COURT RICHMOND VA 23060 NONE 501(C)3 GENERAL 500 AMERICAN RED CROSS RICHMOND CHAPTER 420 EAST CARY ST RICHMOND VA 23205 NONE 501(C)3 GENERAL 2500 ANTI-DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 10158 NONE 501(C)3 GENERAL 250 BETH SHOLOM HOME OF VIRGINIA 1600 JOHN ROLFE PARKWAY HENRICO VA 23238 NONE 501(C)3 GENERAL 500 BON SECOURS RICHMOND HEALTH CARE FOUNDATION 5857 BREMO RD RICHMOND VA 23226 NONE 501(C)3 GENERAL 2000 BRUCE MUSEUM OF ARTS AND SCIENCE 1 MUSEUM DRIVE GREENWICH CT 06830 NONE 501(C)3 GENERAL 1920 CENTRAL VIRGINIA FOODBANK (FEEDMORE) 1415 RHOADMILLER ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 1250 CENTRAL VIRGINIA LEGAL 101 W BROAD ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 250 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 NONE 501(C)3 GENERAL 500 CHILDREN'S HOME SOCIETY OF VA 4200 FITZHUGH AVE RICHMOND VA 23230 NONE 501(C)3 GENERAL 250 CHILDREN'S HOSPITAL 2924 BROOK RD RICHMOND VA 23220 NONE 501(C)3 GENERAL 500 CHILDREN'S MUSEUM OF RICHMOND 2626 WEST BROAD ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 1000 CHILDSAVERS OF RICHMOND 200 NORTH 22ND ST RICHMOND VA 23223 NONE 501(C)3 GENERAL 1000 COLLEGE OF WILLIAM & MARY 200 STADIUM DR WILLIAMSBURG VA 23185 NONE 501(C)3 GENERAL 500 COLLEGIATE SCHOOLS 103 NORTH MOORELAND RD HENRICO VA 23229 NONE 501(C)3 GENERAL 1500 COMFORT ZONE CAMP 6606 W BROAD ST STE 401 RICHMOND VA 23230 NONE 501(C)3 GENERAL 500 CONGREGATION BETH AHABAH 1111 WEST FRANKLIN ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 2750 CROHNS & COLITIS FOUNDATION 733 THIRD AVE STE 510 NEW YORK NY 10017 NONE 501(C)3 GENERAL 1000 DAILY PLANET 517 WEST GRACE ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 500 DELTAVILLE MARITIME MUSEUM 287 JACKSON CREED RD DELTAVILLE VA 23043 NONE 501(C)3 GENERAL 500 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 NONE 501(C)3 GENERAL 500 FRIENDS OF THE RICHMOND PUBLIC LIBRARY 101 EAST FRANKLIN ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 250 GLAUCOMA FOUNDATION 80 MAIDEN LANE NEW YORK NY 10038 NONE 501(C)3 GENERAL 500 GREATER RICHMOND BAR FOUNDATION FOR CENTRAL VA LEGAL AID SOCIETY 951 E BYRD ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 250 GREATER RICHMOND SCAN 103 EAST GRACE ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 250 HARCOURT FOUNDATION 14 ELM PL RYE NY 10580 NONE 501(C)3 GENERAL 1000 HEALTH BRIGADE 1010 N THOMPSON ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 500 HISTORIC RICHMOND FOUNDATION 4 EAST MAIN ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 250 JEFFERSON SCHOLARS PROGRAM PO BOX 400891 CHARLOTTESVILLE VA 22904 NONE 501(C)3 GENERAL 1250 JEWISH COMMUNITY CENTER 5403 MONUMENT AVE RICHMOND VA 23226 NONE 501(C)3 GENERAL 2500 JEWISH COMMUNITY FEDERATION OF RICHMOND 5540 FALMOUTH ST STE 201 RICHMOND VA 23230 NONE 501(C)3 GENERAL 2250 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) PO BOX 4124 NEW YORK NY 10163 NONE 501(C)3 GENERAL 1000 JEWISH FAMILY SERVICES 6718 PATTERSON AVE RICHMOND VA 23226 NONE 501(C)3 GENERAL 750 JUNIOR ACHIEVEMENT 7217 WEST BROAD ST RICHMOND VA 23294 NONE 501(C)3 GENERAL 500 LAWRENCEVILLE SCHOOL 2500 MAIN ST LAWRENCEVILLE NJ 08648 NONE 501(C)3 GENERAL 500 LEWIS GINTER BOTANICAL GARDEN 1800 LAKESIDE AVE RICHMOND VA 23228 NONE 501(C)3 GENERAL 500 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE 501(C)3 GENERAL 250 MASSEY CANCER CENTER PO BOX 980214 RICHMOND VA 23298 NONE 501(C)3 GENERAL 2500 MAYMONT FOUNDATION 1700 HAMPTON ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 1000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 4200 INNSLAKE DRIVE RICHMOND VA 23060 NONE 501(C)3 GENERAL 250 NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BOULEVARD BRONX NY 10458 NONE 501(C)3 GENERAL 1500 NYJTL - CARY LEEDS TENNIS CENTER 58-12 QUEENS BLVD SUITE 1 WOODSIDE NY 11377 NONE 501(C)3 GENERAL 2000 PAULEY HEART CENTER 1228 E BROAD ST RICHMOND VA 23298 NONE 501(C)3 GENERAL 3000 PERFORMING ARTS CENTER FOUNDATION 735 ANDERSON HILL RD PURCHASE NY 10577 NONE 501(C)3 GENERAL 1000 RICHMOND BALLET 407 EAST CANAL ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 750 RICHMOND SPCA 2519 HERMITAGE RD RICHMOND VA 23220 NONE 501(C)3 GENERAL 500 RICHMOND SYMPHONY 612 EAST GRACE ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 4000 SCIENCE MUSEUM OF VA FOUNDATION 2500 WEST BROAD ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 1000 SCOUTING AMERICA PO BOX 152079 IRVING TX 75015 NONE 501(C)3 GENERAL 250 SHATTERPROOF 101 MERRITT 7 CORPORATE PARK 1ST FLOOR NORWALK CT 06851 NONE 501(C)3 GENERAL 1000 SHELTERING ARMS REHABILITATION 8254 ATLEE RD MECHANICSVILLE VA 23116 NONE 501(C)3 GENERAL 250 SMITH COLLEGE 10 ELM STREET NORTHAMPTON MA 01063 NONE 501(C)3 GENERAL 2000 ST JOSEPH'S VILLA 8000 BROOK RD RICHMOND VA 23227 NONE 501(C)3 GENERAL 500 THE DOORWAYS 612 E MARSHALL ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 500 THE GARDEN CONSERVANCY PO BOX 219 COLD SPRING NY 10516 NONE 501(C)3 GENERAL 1500 THE VIRGINIA HOME 1101 HAMPTON ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 500 TUCKAHOE VOLUNTEER RESCUE SQUAD 1101 HORSEPEN RD RICHMOND VA 23229 NONE 501(C)3 GENERAL 500 UJA FEDERATION OF NEW YORK 130 E 59TH ST NEW YORK NY 10022 NONE 501(C)3 GENERAL 1500 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE 501(C)3 GENERAL 1500 UNITED WAY SERVICES 2001 MAYWILL ST RICHMOND VA 23230 NONE 501(C)3 GENERAL 2250 UNIVERITY OF ALABAMA 801 UNIVERSITY BLVD TUSCALOOSA AL 35401 NONE 501(C)3 GENERAL 750 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 NONE 501(C)3 GENERAL 1000 UNIVERSITY OF RICHMOND OPERATIONS & DEVELOPMENT 410 WESTHAMPTON WAY RICVHMOND VA 23173 NONE 501(C)3 GENERAL 1000 UNIVERSITY OF VIRGINIA PO BOX 4002210 CHARLOTTESVILLE VA 22904 NONE 501(C)3 GENERAL 2500 VALENTINE MUSEUM 1015 EAST CLAY ST RICHMOND VA 23219 NONE 501(C)3 GENERAL 500 VANDERBILT LAW SCHOOL 131 21ST AVE SOUTH NASHVILLE TN 37203 NONE 501(C)3 GENERAL 1000 VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES 5511 STAPLES MILL RD RICHMOND VA 23228 NONE 501(C)3 GENERAL 1000 VIRGINIA COMMONWEALTH UNIVERSITY 1111 WEST BROAD ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 1250 VIRGINIA LEAGUE FOR PLANNED PARENTHOOD 201 NORTH HAMILTON ST RICHMOND VA 23221 NONE 501(C)3 GENERAL 500 VIRGINIA MUSEUM OF FINE ARTS 200 NORTH BOULEVARD RICHMOND VA 23220 NONE 501(C)3 GENERAL 1000 VIRGINIA MUSEUM OF HISTORY & CULTURE 428 N ARTHUR ASHE BLVD RICHMOND VA 23220 NONE 501(C)3 GENERAL 1000 VIRGINIA REPERTORY THEATER 114 W BROAD STREET RICHMOND VA 23220 NONE 501(C)3 GENERAL 1500 VIRGINIA VOICE PO BOX 15546 RICHMOND VA 23227 NONE 501(C)3 GENERAL 250 VISUAL ARTS CENTER OF RICHMOND 1812 W MAIN ST RICHMOND VA 23220 NONE 501(C)3 GENERAL 250 VPM DEVELOPMENT OFFICE (FORMERLY COMMUNITY IDEAS STATION) 23 SESAME ST NORTH CHESTERFIELD VA 23235 NONE 501(C)3 GENERAL 500 WASHINGTON AND LEE UNIVERSITY 204 WEST WASHINGTON ST LEXINGTON VA 24450 NONE 501(C)3 GENERAL 500 YMCA OF NORTH RICHMOND 4207 OLD BROOK RD RICHMOND VA 23227 NONE 501(C)3 GENERAL 1500 OFFICE OF ADVANCEMENT WILLIAM & MARY LAW SCHOOL PO BOX 3527 WILLIAMSBURG VA 23187 NONE 501(C)3 GENERAL 500 LOWER MIDDLESEX COUNTY VOLUNTEER RESCUE SQUAD 16881 GENRERAL PULLER HWY DELTAVILLE VA 23043 NONE 501(C)3 GENERAL 250 79170 0 14 69 14 38686 14 18 75241 0 113996 0 113996 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2692 0 0 OPPENHEIMER - CORPORATE BONDS 283472 273525 OPPENHEIMER - EQUITIES 627301 779439 72194 70618 0 0 OPPENHEIMER - MUTUAL FUNDS 6468 AT COST 283139 335192 OPPENHEIMER - MUTUAL FUNDS 4909 AT COST 72677 75166 BOOK/TAX ADJUSTMENT ON INVESTMENTS 2443 INVESTMENT FEES 22758 0 0 SCC FEE 25 0 0 FOREIGN TAXES 1053 0 0