The Schwallie Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $216K in total assets. In 2024, it awarded 13 grants totaling $74K. Net investment income was $53K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$216K
-11.2% YoY
Annual Giving
$74K
+0.4% YoY
Grant Count
13
-35.0% YoY
Avg Grant Size
$6K
+54.5% YoY
Under IRS private-foundation payout rules, The Schwallie Foundation reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About The Schwallie Foundation
Based on IRS filings
The Schwallie Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $216K in total assets. In 2024, it awarded 13 grants totaling $74K. Net investment income was $53K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $215,964 | $243,073 | $299,259 |
| Revenue | $52,956 | $24,030 | $50,519 |
| Expenses | $80,292 | $80,857 | $76,608 |
| Qualifying Distributions | $79,008 | $79,265 | $75,415 |
| Net Investment Income | $52,956 | $24,030 | $50,519 |
| Distributable Amount | $32,489 | $28,427 | $30,788 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
76 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Org for Autism Research ($60,000), Oratory Prep School ($3,000), Southeastern Ohio Legal Services ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST MARTHA'S PARISH POINT PLEASANT, NJ | PROVIDE SUPPORT FOR PARISH | $50 |
| ORG FOR AUTISM RESEARCH ARLINGTON, VA | DISABLED SUPPORT-APPLY RESEARCH TO THE CHALLENGES OF AUTISM | $60,000 |
| ORATORY PREP SCHOOL SUMMIT, NJ | EDUCATION SUPPORT | $3,000 |
| NATIONAL MS SOCIETY NEW YORK, NY | HEALTHCARE SUPPORT | $200 |
| ST MARK'S ROMAN CATHOLIC CHURCH SEA GIRT, NJ | RELIGIOUS SUPPORT | $50 |
| DIOCESE OF TRENTON TRENTON, NJ | RELIGIOUS SUPPORT | $200 |
| HARAMBEE MINISTRIES PASADENA, CA | COMMUNITY SUPPORT | $1,500 |
| ST MATTHEWS RC CHURCH RANDOLPH, NJ | RELIGIOUS SUPPORT | $150 |
| SOUTHEASTERN OHIO LEGAL SERVICES COLUMBUS, OH | COMMUNITY SUPPORT | $3,000 |
| COLLEGE CHOICE FOUNDATION HOMEWOOD, AL | EDUCATION SUPPORT | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET M SCHWALLIE | Director | — | — |
| JEAN SCHWALLIE O'CONNOR | Director | — | — |
| CATHY SCHWALLIE FARMER | Trustee | — | — |
| TOM SCHWALLIE | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Schwallie Foundation?
The Schwallie Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BERKELEY, CA. It holds $216K in total assets as of 2024.
How large is The Schwallie Foundation?
As of 2024, The Schwallie Foundation holds $216K in total assets with $53K in annual revenue. It awarded 13 grants totaling $74K in 2024.
Where does The Schwallie Foundation operate?
The Schwallie Foundation has awarded grants in Alabama, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Maryland, Nebraska, New Jersey, New York, Ohio, Pennsylvania, Virginia.
What size grants does The Schwallie Foundation award?
In 2024, The Schwallie Foundation awarded 13 grants totaling $74K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Schwallie Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Schwallie Foundation reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Schwallie Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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