The Schwallie Foundation
The Schwallie Foundation is a private foundation based in Berkeley, California. Its 2025 filing shows grants to organizations working in areas including autism, community support, healthcare, education, religion, and welfare.
Key facts about The Schwallie Foundation
In short: The Schwallie Foundation gave $83K across 16 grants in 2025 (avg $5K), mostly in Virginia. 44% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 22-3326324
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $82,600
- Grants made (2025)
- 16
- Average grant
- $5,163
- Median grant
- $1,000
- New grantees (estimate)
- 44% first-time grantees (7 of 16, 2025)
- Total assets
- $196,200
- Primary geography
- Virginia (73% of itemized 2025 grant dollars)
- How to apply
- The filing says to contact the foundation with a letter containing program information and brochures where applicable. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$196K
-9.2% YoY
Annual Giving
$83K
+11.7% YoY
Grant Count
16
+23.1% YoY
Avg Grant Size
$5K
-9.2% YoY
Under IRS private-foundation payout rules, The Schwallie Foundation reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Schwallie Foundation open to new grantees?
44%
first-time grantees, 2025
In 2025, 7 of 16 grantees (44%) were first-time recipients. First grants averaged $1K; repeat grants $8K. How we count
Medians: $1K first-time, $2K repeat.
- 44% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 244% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations serving people with autism and people in need, as well as organizations working in healthcare, education, religion, wildlife rehabilitation, and community services. For example, Sister Carmen Community Center says it assists East Boulder County residents in need without discrimination; Woodlands Wildlife Refuge says it rehabilitates native wildlife and educates people about wild animals and habitats; and Eden Autism Services says its mission is to improve the lives of people with autism, one individual, family, and community at a time.
Grantmaking
In 2025, the foundation made 16 grants totaling $82,600. Grant amounts ranged from $100 to $60,000, with a median grant of $1,000. Its largest award was $60,000 to the Organization for Autism Research in Arlington, Virginia, for applying research to the challenges of autism. Other notable grants were $5,000 to Southeastern Ohio Legal Services for community support and $5,000 to the Institute for Exceptional Care for healthcare support.
Review Cycle
None.
Ready to take the next step with The Schwallie Foundation?
Geographic Focus
Where this funder awards grants
The 2025 filing’s grant-dollar distribution was concentrated in Virginia (73%), followed by New Jersey (7%), Ohio (6%), Washington, D.C. (6%), and California (4%). The listed grants also include recipients in Colorado and Oregon.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $63K (2020) to $83K (2025). In 2025 it made 16 grants totaling $83K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Org for Autism Research ($60K). Together the top 10 received $81K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 70 grants of 75 (93%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Org for Autism Research Arlington, VA | Disabled Support-Apply Research to the Challenges of Autism | $60,000 |
| Southeastern Ohio Legal Services Columbus, OH | Community Support | $5,000 |
| The Institute for Exceptional Care Washington, DC | Healthcare Support | $5,000 |
| Oratory Prep School Summit, NJ | Education Support | $2,500 |
| Sister Carmen Community Center Lafayette, CO | Religious Support | $2,500 |
| Harambee Ministries Pasadena, CA | Community Support | $1,500 |
| The Outreach Connection Food Pantry Washington TWP, NJ | Welfare Support | $1,500 |
| Woodlands Wildlife Refuge Clinton, NJ | Community Support | $1,000 |
| All Saints Los Angeles Santa Monica, CA | Religious Support | $1,000 |
| Autism Center of Northern Californi San Francisco, CA | Community Support | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $196,200 | $72,790 | $92,458 | $82,600 |
| 2024 | $215,964 | $52,956 | $80,292 | $73,950 |
| 2023 | $243,073 | $24,030 | $80,857 | $73,649 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $196,200 | $215,964 | $243,073 |
| Revenue | $72,790 | $52,956 | $24,030 |
| Expenses | $92,458 | $80,292 | $80,857 |
| Qualifying Distributions | $82,600 | $79,008 | $79,265 |
| Net Investment Income | $72,790 | $52,956 | $24,030 |
| Distributable Amount | $33,873 | $32,489 | $28,427 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 2, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Margaret M Schwallie and Jean Schwallie O’Connor as directors, Cathy Schwallie Farmer as trustee, and Tom Schwallie as director.
The Schwallie Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Cathy Schwallie Farmer
Trustee
Director → Trustee, 2022
On filings since 2019
No compensation reported
Jean Schwallie O'Connor
Director
On filings since 2019
No compensation reported
Margaret M. Schwallie
Director
Trustee → Director, 2022
On filings since 2019
No compensation reported
Tom Schwallie
Director
On filings since 2019
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.
Contact
Application contact: The Schwallie Foundation
Mailing address: 1569 Solano Ave 496, Berkeley, CA 94707
Phone: (510) 326-8615
Frequently asked questions about The Schwallie Foundation
How much does The Schwallie Foundation give each year?
The Schwallie Foundation gave $83K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $74K across 13 grants.
What is The Schwallie Foundation's typical grant size?
The Schwallie Foundation's median grant in 2025 was $1,000, and its average grant was $5,163, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Schwallie Foundation that year got $1K on average.
Where does The Schwallie Foundation give grants?
The Schwallie Foundation gives mostly in Virginia: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (7%) and Ohio (6%).
Does The Schwallie Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on The Schwallie Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Support" (5 grants) and "Religious Support" (4 grants).
Who are The Schwallie Foundation's largest grantees?
The Schwallie Foundation's largest 2025 grantees include Org for Autism Research ($60,000), Southeastern Ohio Legal Services ($5,000) and The Institute for Exceptional Care ($5,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is The Schwallie Foundation?
The Schwallie Foundation reported $196K in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What does The Schwallie Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations serving people with autism and people in need, as well as organizations working in healthcare, education, religion, wildlife rehabilitation, and community services. See mission & focus areas ↑
How do I apply for a grant from The Schwallie Foundation?
The filing says to contact the foundation with a letter containing program information and brochures where applicable. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Schwallie Foundation's EIN?
The Schwallie Foundation's EIN (Employer Identification Number) is 22-3326324. 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. Research dossier generated September 2026.
Here's the math on researching The Schwallie Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The Schwallie Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Jeffrey I Simons Foundation Inc
Mahwah, NJ
Assets
$577K
Grants
5
Total Given
$31K
B & R Charitable Foundation Inc
Nashville, TN
Assets
$203K
Grants
1
Total Given
$55K
The Coach Foundation Inc
New York, NY
The Coach Foundation supports education, scholarships, mentorship, and youth-voice initiatives for students from historically underrepresented and marginalized communities, with grants to organizations in the U.S. and internationally. Its 2025 grants ranged from $10,000 to $1 million, with a median of $70,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$77.2M
Grants
21
Total Given
$3.8M
Timothy S Mock CF Trust
Sewickley, PA
The Timothy S Mock CF Trust funds general support for charitable organizations, including those working in hunger relief, health, veterans’ services, and conservation. In 2025, grants ranged from $100 to $6,250, with a median of $1,000; most funding went to Pennsylvania, with some grants elsewhere. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$114K
Grants
21
Total Given
$30K
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
The Roland Family Foundation
Franklin Lakes, NJ
Assets
$1.7M
Grants
30
Total Given
$88K
Castele Family Foundation
Lakewood, OH
This Ohio-based foundation supports food assistance, legal aid, education, disability services, and other community organizations, with most of its 2025 grants going to Ohio recipients. Its 2025 grants ranged from $500 to $11,500, with a median of $2,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$4K
Grants
32
Total Given
$71K
The Franks Family Foundation
Salt Lake City, UT
The foundation’s 2024 grants went to organizations working in areas including animal welfare, community services, health, education, and conservation; no specific foundation mission is stated. Grants ranged from $100 to $91,000, with a median of $5,000, and 75% of grant dollars went to Utah recipients. It accepts written requests by contacting Lauri Franks; the filing gives a December 15 deadline for payment by December 31.
Assets
$563K
Grants
34
Total Given
$290K
La Chapelle Family Foundation
Glencoe, IL
Assets
$1.7M
Grants
36
Total Given
$116K
William and Helen Schwab Foundation Inc
Martinsville, IN
The William and Helen Schwab Foundation supports a range of charitable organizations, with most funding going to Indiana and some grants to recipients in other states. Its 2024 grants ranged from $100 to $12,722, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.1M
Grants
47
Total Given
$87K
The Miles Family Foundation
Winter Springs, FL
Assets
$315K
Grants
51
Total Given
$24K
More Funders in California
The Schwallie Foundation down — hundreds of funders to go?