Schwallie Foundation
- Assets
- $299.3k
- Revenue
- $50.5k
- Investments
- $293.2k
- Employees
- 0
- Location
- Berkeley, CA
- Founding
- 01/1996
- Data as of
- 12/2022
- EIN
- 22-3326324
Organization Overview
Schwallie Foundation is located in Berkeley, CA. The organization was established in 1996. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Schwallie Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Schwallie Foundation generated $50.5k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $76.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (10.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Schwallie Foundation has awarded 120 individual grants totaling $630,627. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margaret M Schwallie Director | 0 | $0 | |
Jean Schwallie O'connor Director | 0 | $0 | |
Cathy Schwallie Farmer Trustee | 0 | $0 | |
Tom Schwallie Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $54 |
| Dividends & Interest | $6,988 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $43,477 |
| Capital Gain Net Income | $43,477 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $50,519 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $313 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,550 |
| Total operating and administrative expenses | $4,743 |
| Contributions, gifts, grants paid | $71,865 |
| Total expenses and disbursements | $76,608 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,032 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $299,259 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $345 |
| Total liabilities | $345 |
Grants Awarded
Over the last fiscal year, Schwallie Foundation has awarded $71,865 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
CATHOLIC RELIEF SERVICES PURPOSE: RELIGIOUS SUPPORT-ASSIST POOR & DISADVANTAGED | $1,300 |
ST DENIS PARISH PURPOSE: RELIGIOUS SUPPORT-PROVIDE SUPPORT FOR PARISH & GRAMMAR SCHOOL | $25 |
ST MARTHA'S PARISH PURPOSE: PROVIDE SUPPORT FOR PARISH | $440 |
ORG FOR AUTISM RESEARCH PURPOSE: DISABLED SUPPORT-APPLY RESEARCH TO THE CHALLENGES OF AUTISM | $62,000 |
NATIONAL MS SOCIETY PURPOSE: HEALTHCARE SUPPORT | $300 |
ST GREGORY THE GREAT PARISH PURPOSE: RELIGIOUS SUPPORT | $100 |