Funder DirectoryThe Schwalbach Family Foundation
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Private foundation (trust)EIN 475192802Est. 2016-03

The Schwalbach Family Foundation

Lake Wales, FL 33898

Total Assets

$11K

FY 2023

Annual Giving

$322K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$54K

FY 2023

Grant Range

$1K–$258K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$320K

Total Expenses

$322K

Qualifying Distributions

$322K

Distributable Amount

$705

Min. Investment Return

$706

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $1K through median $6K to maximum $258K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $357K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

35 grants

Mayo Clinic
$617K
3 grants
St Paul Seminary
$165K
4 grants
Mayo Clinic Foundation
$100K
1 grant
PTSD Foundation of America
$40K
2 grants
Carefree Christopher Columbus Assoc
$25K
1 grant
City of Phoenix Pediatric Health
$25K
1 grant
Johns Hopkins
$20K
2 grants
Courage Kenny Foundation
$20K
2 grants

Grant Size Distribution

35 grants

<$10K
23
grants
$10–50K
8
grants
$50–250K
2
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

9 states

Minnesota
$917K
82% of total
Arizona
$140K
12% of total
Maryland
$20K
2% of total
Oregon
$17K
1% of total
Missouri
$10K
1% of total
Montana
$8K
1% of total
California
$5K
0% of total
Colorado
$5K
0% of total
Wisconsin
$1K
0% of total

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The Schwalbach Family Foundation — Grants, Financials & Contact | Grantivo