Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 46-2945532

SCHWEMM FAMILY FOUNDATION

Tax-exempt · BETHESDA, MD 20814

Financials

$171K$173K2023$227K$180K2024$127K$166K2025
Revenue Expenses · by fiscal year end
Financials of SCHWEMM FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$127,007$165,535-$38,528$1,460,123$0$1,460,123
December 31, 2024990-PF$227,010$179,698$47,312$1,456,740$0$1,456,740
December 31, 2023990-PF$171,190$173,438-$2,248$1,450,747$5$1,450,742
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$30,506
Dividends
$41,279
Net gain from sales of assets
$55,222

Expenses

Grants and similar amounts paid
$129,419
Disbursements for charitable purposes
$165,535
Excise tax on investment income
$1,138

Balance sheet and other

Total assets, start of year
$1,456,740
Total assets, end of year
$1,460,123
Total liabilities, end of year
$0
Net assets, end of year
$1,460,123
Fair market value of assets
$45,818
Qualifying distributions
$165,535
Net investment income
$96,501

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
KARI GIES
652 SOUTH VALLEY VIEW, ASHLAND, OR 97520
President0$0
CATHY SCHWEMM
PO BOX 133, TOMALES, CA 94971
Vice President0$0
JAN RIEKE
8917 BATTERY PLACE, BETHESDA, MD 20814
Treasurer0$0
ANNIE SWANK
4232 N ASHLAND AVENUE, CHICAGO, IL 60613
Trustee0$0
JOSEPH TUCK
76 SAINT MARKS AVENUE APT 2A, BROOKLYN, NY 11217
Trustee0$0
BRIDGET COONAN
174 E RAMONA STREET, VENTURA, CA 93001
Trustee0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
KARI GIES
652 SOUTH VALLEY VIEW, ASHLAND, OR 97520
President0$0
CATHY SCHWEMM
PO BOX 133, TOMALES, CA 94971
Vice President0$0
JAN RIEKE
8917 BATTERY PLACE, BETHESDA, MD 20814
Treasurer0$0
ANNIE SWANK
4232 N ASHLAND AVENUE, CHICAGO, IL 60613
Trustee0$0
JOSEPH TUCK
76 SAINT MARKS AVENUE APT 4B, BROOKLYN, NY 11219
Trustee0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
KARI GIES
652 SOUTH VALLEY VIEW, ASHLAND, OR 97520
President0$0
CATHY SCHWEMM
PO BOX 133, TOMALES, CA 94971
Vice President0$0
JAN RIEKE
8917 BATTERY PLACE, BETHESDA, MD 20814
Treasurer0$0
ANNIE SWANK
4232 N ASHLAND AVENUE, CHICAGO, IL 60613
Trustee0$0
JOSEPH TUCK
76 SAINT MARKS AVENUE APT 4B, BROOKLYN, NY 11219
Trustee0$0

Address and contacts

Address (IRS master file)
8917 BATTERY PL, BETHESDA, MD 20814-2639
Signed the 990-PF
JAN RIEKE, Treasurer
Phone
(301) 910-1454
Return prepared by
MISSION OAKS TAX & ACCTING INC

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
46-2945532
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,460,123
Income (IRS master file)
$442,723

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$127,007$165,535$1,460,123IRS
990-PFDecember 2024$227,010$179,698$1,456,740IRS
990-PFDecember 2023$171,190$173,438$1,450,747XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS
990-PFDecember 2016–––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 46-2945532).

Questions about SCHWEMM FAMILY FOUNDATION

What is the EIN of SCHWEMM FAMILY FOUNDATION?
The employer identification number (EIN) of SCHWEMM FAMILY FOUNDATION is 46-2945532.
Is SCHWEMM FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SCHWEMM FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHWEMM FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHWEMM FAMILY 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 SCHWEMM FAMILY 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 SCHWEMM FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does SCHWEMM FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $127,007, expenses of $165,535 and total assets of $1,460,123 at year end.

Other nonprofits in BETHESDA

All nonprofits in BETHESDA · Maryland · Public and societal benefit