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Nonprofit · EIN 22-3326324

SCHWALLIE FOUNDATION

Tax-exempt · BERKELEY, CA 94707

Financials

$24K$81K2023$53K$80K2024$73K$92K2025
Revenue Expenses · by fiscal year end
Financials of SCHWALLIE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$72,790$92,458-$19,668$196,200$1,117$195,083
December 31, 2024990-PF$52,956$80,292-$27,336$215,964$1,213$214,751
December 31, 2023990-PF$24,030$80,857-$56,827$243,073$986$242,087
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,261
Interest
$1,142
Net gain from sales of assets
$67,387

Expenses

Grants and similar amounts paid
$82,600
Disbursements for charitable purposes
$82,600
Excise tax on investment income
$1,012

Balance sheet and other

Total assets, start of year
$215,964
Total assets, end of year
$196,200
Total liabilities, end of year
$1,117
Net assets, end of year
$195,083
Fair market value of assets
$706,876
Qualifying distributions
$82,600
Net investment income
$72,790

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARGARET M SCHWALLIE
1514 WISHING WELL LN, MANASQUAN, NJ 08736
Director0$0
JEAN SCHWALLIE O'CONNOR
985 WALNUT CT, LEWISVILLE, CO 80027
Director0$0
CATHY SCHWALLIE FARMER
1230 CORNELL AVE, BERKELEY, CA 94706
Trustee0$0
TOM SCHWALLIE
174 JESSICA CT, BRIDGEWATER, NJ 08807
Director0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MARGARET M SCHWALLIE
1514 WISHING WELL LN, MANASQUAN, NJ 08736
Director0$0
JEAN SCHWALLIE O'CONNOR
985 WALNUT CT, LEWISVILLE, CO 80027
Director0$0
CATHY SCHWALLIE FARMER
1230 CORNELL AVE, BERKELEY, CA 94706
Trustee0$0
TOM SCHWALLIE
174 JESSICA CT, BRIDGEWATER, NJ 08807
Director0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARGARET M SCHWALLIE
1514 WISHING WELL LN, MANASQUAN, NJ 08736
Director0$0
JEAN SCHWALLIE O'CONNOR
985 WALNUT CT, LEWISVILLE, CO 80027
Director0$0
CATHY SCHWALLIE FARMER
1230 CORNELL AVE, BERKELEY, CA 94706
Trustee0$0
TOM SCHWALLIE
174 JESSICA CT, BRIDGEWATER, NJ 08807
Director0$0

Address and contacts

Address (IRS master file)
1569 SOLANO AVE 496, BERKELEY, CA 94707-2116
Signed the 990-PF
CATHY SCHWALLIE FARMER, Director
Phone
(732) 292-0553
Return prepared by
MCGOWAN & ASSOCIATES CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 22-3326324 or by the name SCHWALLIE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3326324
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$196,200
Income (IRS master file)
$91,431

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$72,790$92,458$196,200XML
990-PFDecember 2024$52,956$80,292$215,964IRS
990-PFDecember 2023$24,030$80,857$243,073XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3326324).

Questions about SCHWALLIE FOUNDATION

What is the EIN of SCHWALLIE FOUNDATION?
The employer identification number (EIN) of SCHWALLIE FOUNDATION is 22-3326324.
Is SCHWALLIE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to SCHWALLIE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHWALLIE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHWALLIE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SCHWALLIE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SCHWALLIE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SCHWALLIE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $72,790, expenses of $92,458 and total assets of $196,200 at year end.

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