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Schwallie Foundation is a private trust based in BERKELEY, CA. The foundation received its IRS ruling in 1996. It holds total assets of $216K. Annual income is reported at $82K. Total assets have decreased from $355K in 2011 to $243K in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2015 to 2023. The foundation primarily funds organizations in New Jersey, Ohio and New York. According to available records, Schwallie Foundation has made 79 grants totaling $359K, with a median grant of $250. The foundation has distributed between $63K and $144K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $144K distributed across 32 grants. Individual grants have ranged from N/A to $66K, with an average award of $5K. The foundation has supported 42 unique organizations. The foundation primarily supports organizations in Virginia, New Jersey, California, which account for 57% of all grants. Grantmaking reaches organizations across 14 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$200
Average Grant
$4K
Largest Grant
$55K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Schwallie Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 79 grants. Its grantmaking reaches organizations primarily in VA, NJ, CA.
Schwallie Foundation has distributed a total of $359K across 79 grants. The median grant size is $250, with an average of $5K. Individual grants have ranged from N/A to $66K.
Awards made annually based on available income.
Schwallie Foundation is headquartered in BERKELEY, CA. While based in CA, the foundation distributes grants to organizations across 14 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Margaret M Schwallie | Director | $0 | $0 | N/A |
| Jean Schwallie O'Connor | Director | $0 | $0 | N/A |
| Cathy Schwallie Farmer | Trustee | $0 | $0 | N/A |
| Tom Schwallie | Director | $0 | $0 | N/A |
Total Giving
$81K
Total Assets
$243K
Fair Market Value
$639K
Net Worth
$242K
Grants Paid
$74K
Contributions
N/A
Net Investment Income
$24K
Distribution Amount
$28K
Total Grants
79
Total Giving
$359K
Average Grant
$5K
Median Grant
$250
Unique Recipients
42
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American LegionCOMMUNITY SUPPORT | Indianapolis, IN | $100 | 2023 |
| Org For Autism ResearchDISABLED SUPPORT-APPLY RESEARCH TO THE CHALLENGES OF AUTISM | Arlington, VA | $61K | 2023 |
| Southeastern Ohio Legal ServicesCOMMUNITY SUPPORT | Columbus, OH | $3K | 2023 |
| Oratory Prep SchoolEDUCATION SUPPORT | Summit, NJ | $3K | 2023 |
| Institution For Exceptional CareDISABLED SUPPORT | Washington, DC | $3K | 2023 |
| Harambee MinistriesCOMMUNITY SUPPORT | Pasadena, CA | $1K | 2023 |
| College Choice FoundationEDUCATION SUPPORT | Homewood, AL | $1K | 2023 |
| Spence Chapin Svcs Families ChildreCOMMUNITY SUPPORT | New York, NY | $300 | 2023 |
| Diocese Of TrentonRELIGIOUS SUPPORT | Trenton, NJ | $200 | 2023 |
| Sisters Of Notre DameRELIGIOUS SUPPORT | Chardon, OH | $200 | 2023 |
| St Martha'S ParishPROVIDE SUPPORT FOR PARISH | Point Pleasant, NJ | $175 | 2023 |
| Alzheimers AssociationHEALTH CARE SUPPORT-PROVIDE CARE & SERVICES TO INDIVIDUALS CONFRONTING DEMENTIA | Denville, NJ | $100 | 2023 |
| St Ambrose ChurchRELIGIOUS SUPPORT | Old Bridge, NJ | $100 | 2023 |
| Riding High FarmDISABLED SUPPORT | Allentown, NJ | $100 | 2023 |
| ChangeorgDISABLED SUPPORT | San Francisco, CA | $100 | 2023 |
| St Gregory The Great ParishRELIGIOUS SUPPORT | Hamilton Square, NJ | N/A | 2023 |
| St Mark'S Roman Catholic ChurchRELIGIOUS SUPPORT | Sea Girt, NJ | N/A | 2023 |
| St Denis ParishRELIGIOUS SUPPORT-PROVIDE SUPPORT FOR PARISH & GRAMMAR SCHOOL | Manasquan, NJ | N/A | 2023 |
| St Dominics ParishRELIGIOUS SUPPORT | Brick, NJ | N/A | 2023 |
| St Paul ParishPROVIDE SUPPORT FOR PARISH | Euclid, OH | N/A | 2023 |
| Camp Jotoni The Arc Of Somerset CouCOMMUNITY SUPPORT | Manville, NJ | $2K | 2022 |
| Catholic Relief ServicesRELIGIOUS SUPPORT-ASSIST POOR & DISADVANTAGED | Baltimore, MD | $1K | 2022 |
| Franciscan Friars Of The AtonementRELIGIOUS SUPPORT | Garrison, NY | $500 | 2022 |
| National Ms SocietyHEALTHCARE SUPPORT | New York, NY | $300 | 2022 |
| Doctors Without BordersHEALTHCARE SUPPORT | New York, NY | $200 | 2022 |
| Delaware Valley Regional High SchooEDUCATIONAL SUPPORT | Frenchtown, NJ | $100 | 2022 |
| Iddeate OrgDISABLED SUPPORT | Denver, CO | $100 | 2022 |
| The Salvation Army New Jersey DivisCOMMUNITY SUPPORT | Union, NJ | $100 | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA