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Nonprofit · EIN 54-6035733

KATHRYN & W HARRY SCHWARZSCHILD FUND

Tax-exempt · RICHMOND, VA 23229

Financials

$140K$106K2021$75K$94K2023$114K$106K2024
Revenue Expenses · by fiscal year end
Financials of KATHRYN & W HARRY SCHWARZSCHILD FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$113,996$105,698$8,298$1,365,190$0$1,365,190
December 31, 2023990-PF$74,868$93,958-$19,090$1,359,335$0$1,359,335
December 31, 2021990-PF$140,422$106,315$34,107$1,439,742$0$1,439,742
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$38,686
Interest
$69
Net gain from sales of assets
$75,241

Expenses

Grants and similar amounts paid
$79,170
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$79,170
Excise tax on investment income
$1,585

Balance sheet and other

Total assets, start of year
$1,359,335
Total assets, end of year
$1,365,190
Total liabilities, end of year
$0
Net assets, end of year
$1,365,190
Fair market value of assets
$1,560,347
Qualifying distributions
$79,170
Net investment income
$113,996

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM H SCHWARZSCHILD III
8919 REARDEN ROAD, HENRICO, VA 23229
PRES/SEC/DIRECTOR1$0
KATHRIN S BROWN
399 RIVERSVILLE ROAD, GREENWICH, CT 06831
VP/TREASURER/DIRECTOR1$0
HARRISON TATE SCHWARZSCHILD
2108 STUART AVE, RICHMOND, VA 23220
VP/DIRECTOR1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WILLIAM H SCHWARZSCHILD III
8919 REARDEN ROAD, HENRICO, VA 23229
PRES/SEC/DIRECTOR1$0
KATHRIN S BROWN
399 RIVERSVILLE ROAD, GREENWICH, CT 06831
VP/TREASURER/DIRECTOR1$0
990-PF for the year ended December 31, 2021: 2 people
NameTitleHours / weekCompensation
WILLIAM H SCHWARZSCHILD III
8919 REARDEN ROAD, HENRICO, VA 23229
PRES/SEC/DIRECTOR1$0
KATHRIN S BROWN
399 RIVERSVILLE ROAD, GREENWICH, CT 06831
VP/TREASURER/DIRECTOR1$0

Address and contacts

Address (IRS master file)
CO W SCHWARZSCHILD 8919 REARDEN, RICHMOND, VA 23229-0000
In care of
% WILLIAM SCHWARZSCHILD
Signed the 990-PF
WILLIAM H SCHWARZSCHILD III, PRESIDENT
Phone
(804) 484-0363
Return prepared by
G4 CPA FIRM INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-6035733
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1959
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,365,190
Income (IRS master file)
$403,931

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$113,996$105,698$1,365,190XML
990-PFDecember 2023$74,868$93,958$1,359,335XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$140,422$106,315$1,439,742XML
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6035733).

Questions about KATHRYN & W HARRY SCHWARZSCHILD FUND

What is the EIN of KATHRYN & W HARRY SCHWARZSCHILD FUND?
The employer identification number (EIN) of KATHRYN & W HARRY SCHWARZSCHILD FUND is 54-6035733.
Is KATHRYN & W HARRY SCHWARZSCHILD FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to KATHRYN & W HARRY SCHWARZSCHILD FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATHRYN & W HARRY SCHWARZSCHILD FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHRYN & W HARRY SCHWARZSCHILD FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATHRYN & W HARRY SCHWARZSCHILD FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KATHRYN & W HARRY SCHWARZSCHILD FUND?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does KATHRYN & W HARRY SCHWARZSCHILD FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $113,996, expenses of $105,698 and total assets of $1,365,190 at year end.

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