The Schwalbach Family Foundation
The Schwalbach Family Foundation is a private foundation, based in Lake Wales, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6K in total assets. In 2025, it awarded 3 grants totaling $219K. Net investment income was $173K.
The Schwalbach Family Foundation at a glance
In short: The Schwalbach Family Foundation gave $219K across 3 grants in 2025 (avg $73K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $218,500
- -2.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $72,833
- -2.2% vs 2024
- Median grant
- $8,500
- Total assets
- $6,367
- -39.8% vs 2024
- Primary geography
- Minnesota (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Schwalbach Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Mayo Clinic ($205K). Together the top 3 received $219K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 29 grants of 34 (85%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Schwalbach Family Foundation gives
- Giving fell 39% from 2022 to 2025. Method
- In 2024 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
From 2019 to 2025, annual grant giving ranged from $200K (2020) to $357K (2022). In 2025 it made 3 grants totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Rochester, MN | Medical Research | $205,000 |
| Mountain Lake Community Service Lake Wales, FL | Public Charity Contributions | $8,500 |
| Guild St. Paul, MN | Ladder of Hope | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,367 | $214,609 | $218,821 | $218,500 | 3 | $218,680 | $173,284 | — |
| 2024 | $10,580 | $223,063 | $223,655 | $223,333 | 3 | $223,655 | $63 | $523 |
| 2023 | $11,172 | $320,072 | $322,219 | $321,833 | 6 | $322,219 | $72 | $705 |
| 2022 | $13,319 | $359,008 | $361,284 | $356,640 | 9 | $361,284 | $14 | $1,777 |
| 2021 | $15,595 | $190,040 | $245,063 | $243,500 | 13 | $244,661 | $174,675 | $2,330 |
| 2020 | $70,618 | $361,363 | $201,000 | $200,000 | 7 | — | $106,195 | $2,280 |
| 2019 | $30,523 | $220,788 | $306,245 | $304,000 | 13 | — | $122 | $2,603 |
Leadership & Key People
Officers and directors from IRS filings
The Schwalbach Family Foundation is led by Gerald A Schwalbach, Director on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Gerald A Schwalbach
Director
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Schwalbach Family Foundation
How much does The Schwalbach Family Foundation give each year?
The Schwalbach Family Foundation gave $219K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $223K across 3 grants.
What is The Schwalbach Family Foundation's typical grant size?
The Schwalbach Family Foundation's median grant in 2025 was $8,500, and its average grant was $72,833, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Schwalbach Family Foundation give grants?
The Schwalbach Family Foundation gives mostly in Minnesota: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Schwalbach Family Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Schwalbach Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Schwalbach Family Foundation?
The Schwalbach Family Foundation reported $6K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $215K.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
Live grants for the work The Schwalbach Family Foundation funds
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