The Schwalbach Family Foundation

LAKE WALES, FL EIN: 47-5192802

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$99K$199K$298K$397K20202021202220232024
Metric202420232022
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

$0$89K$178K$267K$357K7 grants202013 grants20219 grants20226 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Mayo Clinic$208KSt Paul Seminary$10KGuild$5K

Grant Size Distribution

38 grants across all recorded years

33<$50K$50–100K3$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Schwalbach Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Gerald A SchwalbachDirector1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

9states
+1 more states

Cities

BaltimoreBarabooCarefreeColorado SpringsHamiltonMinneapolisPalo AltoPhoenixPortlandRochesterScottsdaleSpringfieldSt Paul

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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