The Schwalbach Family Foundation
The Schwalbach Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE WALES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 3 grants totaling $223K. Net investment income was $63.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11K
-5.3% YoY
Annual Giving
$223K
-30.6% YoY
Grant Count
3
-50.0% YoY
Avg Grant Size
$74K
+38.8% YoY
Under IRS private-foundation payout rules, The Schwalbach Family Foundation reported a distributable amount of $523 for 2024 — the minimum it must pay out in qualifying distributions.
About The Schwalbach Family Foundation
Based on IRS filings
The Schwalbach Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE WALES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 3 grants totaling $223K. Net investment income was $63.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,580 | $11,172 | $13,319 |
| Revenue | $223,063 | $320,072 | $359,008 |
| Expenses | $223,655 | $322,219 | $361,284 |
| Qualifying Distributions | $223,655 | $322,219 | $361,284 |
| Net Investment Income | $63 | $72 | $14 |
| Distributable Amount | $523 | $705 | $1,777 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mayo Clinic ($208,333), St Paul Seminary ($10,000), Guild ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| St Paul Seminary St Paul, MN | Priest Vocations | $10,000 |
| Guild St Paul, MN | Ladder of Hope | $5,000 |
| Mayo Clinic Rochester, MN | Medical Research | $208,333 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Schwalbach Family Foundation?
The Schwalbach Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE WALES, FL. It holds $11K in total assets as of 2024.
How large is The Schwalbach Family Foundation?
As of 2024, The Schwalbach Family Foundation holds $11K in total assets with $223K in annual revenue. It awarded 3 grants totaling $223K in 2024.
Where does The Schwalbach Family Foundation operate?
The Schwalbach Family Foundation has awarded grants in Arizona, California, Colorado, Maryland, Minnesota, Missouri, Montana, Oregon, Wisconsin.
What size grants does The Schwalbach Family Foundation award?
In 2024, The Schwalbach Family Foundation awarded 3 grants totaling $223K — an average of about $74K per grant, based on its IRS Form 990 filings.
How much is The Schwalbach Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Schwalbach Family Foundation reported a distributable amount of $523 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Schwalbach Family Foundation's EIN?
The Schwalbach Family Foundation's EIN (Employer Identification Number) is 47-5192802. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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