The California State Capitol

Form 990-PFTax year 2025EIN 22-3326324

The Schwallie Foundation

A private foundation in Berkeley, CA. Its return for tax year 2025 lists 16 grants and $82,600 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
The Schwallie Foundation
1569 Solano Ave 496
Berkeley, CA 94707
(510) 326-8615
Form and materials
Letter containing program information with brochures where applicable
Deadlines
None
Restrictions
Awards made annually based on available income

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $82,600

    Grants listed
    16
    Assets, end of year
    $196,200
  • Tax year 2024

    $73,950

    Grants listed
    13
    Assets, end of year
    $215,964
  • Tax year 2023

    $73,649

    Grants listed
    20
    Assets, end of year
    $243,073
  • Tax year 2022

    $71,865

    Grants listed
    16
    Assets, end of year
    $299,259
  • Tax year 2021

    $78,375

    Grants listed
    10
    Assets, end of year
    $325,303
  • Tax year 2020

    $62,774

    Grants listed
    17
    Assets, end of year
    $345,894
  • Tax year 2019

    $65,490

    Grants listed
    15
    Assets, end of year
    $442,103
  • Tax year 2018

    $100,185

    Grants listed
    24
    Assets, end of year
    $282,621

Grants paid in 2025

16 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    DISABLED SUPPORT-APPLY [individual] TO THE CHALLENGES OF [individual]

    $60,000
  2. Southeastern Ohio Legal ServicesColumbus, OH

    Community support

    $5,000
  3. The Institute for Exceptional CareWashington, DC

    Healthcare support

    $5,000
  4. Oratory Prep SchoolSummit, NJ

    Education support

    $2,500
  5. Sister Carmen Community CenterLafayette, CO

    Religious support

    $2,500
  6. Harambee MinistriesPasadena, CA

    Community support

    $1,500
  7. The Outreach Connection Food PantryWashington TWP, NJ

    Welfare support

    $1,500
  8. Woodlands Wildlife RefugePittstown, NJ

    Community support

    $1,000
  9. All Saints Los AngelesSanta Monica, CA

    Religious support

    $1,000
  10. Autism Center of Northern CaliforniSan Francisco, CA

    Community support

    $1,000
  11. Individual

    Community support

    $900
  12. Individual

    Disabled support

    $200
  13. Individual

    Religious support

    $200
  14. St Martha's ParishPoint Pleasant, NJ

    Provide support for parish

    $100
  15. Eden Autism ServicesPrinceton, NJ

    Disabled support

    $100
  16. St Gregory the Great ParishHamilton Square, NJ

    Religious support

    $100

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Medical research1 grant $5,00053% of the total
  2. Human services1 grant $2,50026% of the total
  3. Animals1 grant $1,00011% of the total
  4. Religion1 grant $1,00011% of the total

By State

Grants to organizations with a US address, latest year.

  1. New Jersey6 grants $5,300
  2. District of Columbia1 grant $5,000
  3. Ohio1 grant $5,000
  4. California3 grants $3,500
  5. Colorado1 grant $2,500

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Margaret M SchwallieDirector Hours 0Pay $0
  • Jean Schwallie O'ConnorDirector Hours 0Pay $0
  • Cathy Schwallie FarmerTrustee Hours 0Pay $0
  • Tom SchwallieDirector Hours 0Pay $0

The return

More foundations

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Same main cause (medical research), giving between a quarter and four times this foundation’s where possible, nearby first.

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