Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc

Private foundation · Grantmaker Bernardsville, NJ EIN: 22-3624856

Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc is a private foundation, based in Bernardsville, NJ. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $756K. Net investment income was $11K.

Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc at a glance

In short: Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc gave $756K across 1 grant in 2023 (avg $756K), mostly in Florida. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$756,486
+1413.0% vs 2022
Grants made (2023)
1
+0.0% vs 2022
Average grant
$756,486
+1413.0% vs 2022
Median grant
$756,486
Primary geography
Florida (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top recipient in 2023

Raymond James Charitable: $756KRaymond James Charitable$756K

The largest 2023 recipient was Raymond James Charitable ($756K).

Grant Size Distribution

4 grants across all recorded years

1<$50K2$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 2 grants of 4 (50%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2023 grant dollars on its one itemized grant.

Cities

St PetersburgNew YorkPhiladelphia

How Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc gives

  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K0 grants2020 2 grants2021 1 grant2022 1 grant2023

From 2021 to 2023, annual grant giving ranged from $50K (2022) to $756K (2023). In 2023 it made 1 grant totaling $756K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Raymond James Charitable St Petersburg, FLGeneral Support$756,486
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$-94,001$767,892$756,4861$756,486$10,908$26,369
2022$861,893$37,872$56,199$50,0001$52,391$34,064$43,675
2021$880,069$34,579$86,586$80,0002—$30,516$42,192
2020$931,893$41,886$6,303———$37,619$41,799

Under IRS private-foundation payout rules, Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc reported a distributable amount of $26K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc is led by Stanley A Schwalb, President on every filing since 2020; none of the 2 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Stanley A Schwalb

    President

    On filings since 2020

    No compensation reported

  • Karin I Schwalb

    Secretary

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "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 Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc

How much does Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc give each year?

Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc gave $756K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $50K across 1 grant.

Where does Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc operate?

Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc has awarded grants in Florida, New York, Pennsylvania.

How much is Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc's EIN?

Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc's EIN (Employer Identification Number) is 22-3624856. IRS Form 990 filing data is available on this page for 2020–2023.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Schwalb Family Foundation Agency Acct Stanley & Karin Schwalb Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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