Schwallie Foundation

Berkeley, CA
Tax-exempt since Jan. 1996
EIN: 22-3326324

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$53k (2024)

Expenses

$80.3k (2024)

Total Assets

$216k (2024)

Total Liabilities

$1.21k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$52,956

Expenses

$80,292

Net Income

-$27,336

Net Assets

$214,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$690	1.3%
Dividends	$6,249	11.8%
Sales of Assets	$46,017	86.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,008	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,964
Total Liabilities	$1,213
Net Assets	$214,751

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Director)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Trustee)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$24,030

Expenses

$80,857

Net Income

-$56,827

Net Assets

$242,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.2%
Dividends	$5,644	23.5%
Sales of Assets	$18,334	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,265	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,073
Total Liabilities	$986
Net Assets	$242,087

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Director)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Trustee)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$50,519

Expenses

$76,608

Net Income

-$26,089

Net Assets

$298,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.1%
Dividends	$6,988	13.8%
Sales of Assets	$43,477	86.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,415	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,259
Total Liabilities	$345
Net Assets	$298,914

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Director)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Trustee)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$60,724

Expenses

$81,615

Net Income

-$20,891

Net Assets

$325,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$7,376	12.1%
Sales of Assets	$53,339	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,765	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,303
Total Liabilities	$300
Net Assets	$325,003

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Aug. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$31,361

Expenses

$64,648

Net Income

-$96,009

Net Assets

$345,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38
Dividends	$9,630
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,774	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$345,894
Total Liabilities	$1
Net Assets	$345,893

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Oct. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$229,436

Expenses

$68,911

Net Income

$160,525

Net Assets

$441,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	87.2%
Interest Revenue	$1,401	0.6%
Dividends	$9,467	4.1%
Sales of Assets	$18,568	8.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,989	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,103
Total Liabilities	$200
Net Assets	$441,903

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Aug. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

-$11,143

Expenses

$102,881

Net Income

-$114,024

Net Assets

$281,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$269
Dividends	$6,929
Sales of Assets	-$18,341
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,695	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$282,621
Total Liabilities	$1,243
Net Assets	$281,378

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Aug. 19, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$133,927

Expenses

$71,451

Net Income

$62,476

Net Assets

$395,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$127,143	94.9%
Interest Revenue	$24	0.0%
Dividends	$6,760	5.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,451	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$396,152
Total Liabilities	$750
Net Assets	$395,402

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Sept. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$105,574

Expenses

$76,322

Net Income

$29,252

Net Assets

$332,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$7,485	7.1%
Sales of Assets	$98,084	92.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,790	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$334,226
Total Liabilities	$1,300
Net Assets	$332,926

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Aug. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$60,809

Expenses

$179,197

Net Income

-$118,388

Net Assets

$303,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$300	0.5%
Dividends	$8,440	13.9%
Sales of Assets	$52,069	85.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,197	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$303,674
Total Liabilities	$0
Net Assets	$303,674

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on Oct. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$120,019

Expenses

$33,529

Net Income

$86,490

Net Assets

$422,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,344	6.1%
Interest Revenue	$10	0.0%
Dividends	$9,132	7.6%
Sales of Assets	$103,533	86.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,529	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$422,062
Total Liabilities	$0
Net Assets	$422,062

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$8,305

Expenses

$25,630

Net Income

-$17,325

Net Assets

$335,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$8,295	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,630	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$335,572
Total Liabilities	$0
Net Assets	$335,572

Compensation

Key Employees and Officers	Compensation	Other
Margaret M Schwallie (Trustee)	$0	$0
Jean Schwallie O'connor (Director)	$0	$0
Cathy Schwallie Farmer (Director)	$0	$0
Tom Schwallie (Director)	$0	$0

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990-PF

Filed on June 20, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$28,468

Expenses

$30,875

Net Income

-$2,407

Net Assets

$352,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,867	76.8%
Interest Revenue	$7	0.0%
Dividends	$6,594	23.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,875	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$352,897
Total Liabilities	$1
Net Assets	$352,896

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$106,311

Expenses

$4,758

Net Income

$101,553

Net Assets

$355,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,197	3.0%
Dividends	$5,326	5.0%
Sales of Assets	$97,788	92.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,758	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$355,304
Total Liabilities	$0
Net Assets	$355,304

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Schwallie Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $53k (2024)

Expenses $80.3k (2024)

Total Assets $216k (2024)

Total Liabilities $1.21k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$53k (2024)

Expenses

$80.3k (2024)

Total Assets

$216k (2024)

Total Liabilities

$1.21k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001