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Schwemm Family Foundation

  • Bethesda, MD
  • Tax-exempt since July 2014
  • EIN: 46-2945532

Organization summary

Type of Nonprofit

Designated as a 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: Public, Society Benefit — Multipurpose and Other / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$227k (2024)

Expenses
$180k (2024)

Total Assets
$1.46M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,010
Expenses
$179,698
Net Income
$47,312
Net Assets
$1,456,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $60,070
26.5%
Interest Revenue $0
Dividends $39,985
17.6%
Sales of Assets $126,955
55.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $179,698
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 $1,456,740
Total Liabilities $0
Net Assets $1,456,740
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
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Document Links

990-PF
Filed on May 21, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$171,190
Expenses
$173,438
Net Income
-$2,248
Net Assets
$1,450,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,542
20.2%
Sales of Assets $136,648
79.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,438
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 $1,450,747
Total Liabilities $5
Net Assets $1,450,742
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on June 10, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,652
Expenses
$153,471
Net Income
-$39,819
Net Assets
$1,427,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $61,193
53.8%
Interest Revenue $0
Dividends $34,462
30.3%
Sales of Assets $17,997
15.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,471
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 $1,427,236
Total Liabilities $0
Net Assets $1,427,236
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
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Document Links

990-PF
Filed on May 12, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$154,179
Expenses
$139,006
Net Income
$15,173
Net Assets
$1,784,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $31,899
20.7%
Interest Revenue $0
Dividends $42,109
27.3%
Sales of Assets $80,171
52.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,006
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 $1,784,453
Total Liabilities $0
Net Assets $1,784,453
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on April 5, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$188,136
Expenses
$107,912
Net Income
$80,224
Net Assets
$1,661,301
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,230
53.3%
Interest Revenue $0
Dividends $31,814
16.9%
Sales of Assets $56,092
29.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,912
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 $1,661,302
Total Liabilities $1
Net Assets $1,661,301
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$169,346
Expenses
$140,479
Net Income
$28,867
Net Assets
$1,471,016
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $51,947
30.7%
Interest Revenue $0
Dividends $34,142
20.2%
Sales of Assets $83,257
49.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,479
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 $1,471,017
Total Liabilities $1
Net Assets $1,471,016
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
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Document Links

990-PF
Filed on April 13, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$162,250
Expenses
$108,283
Net Income
$53,967
Net Assets
$1,291,270
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $99,869
61.6%
Interest Revenue $0
Dividends $36,117
22.3%
Sales of Assets $26,264
16.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $108,283
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 $1,291,270
Total Liabilities $0
Net Assets $1,291,270
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0
Annie Swank (Trustee) $0 $0
Joseph Tuck (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$329,643
Expenses
$95,733
Net Income
$233,910
Net Assets
$1,329,029
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $99,582
30.2%
Interest Revenue $0
Dividends $27,812
8.4%
Sales of Assets $202,249
61.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,733
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 $1,329,029
Total Liabilities $0
Net Assets $1,329,029
Compensation
Key Employees and Officers Compensation Other
Kari Gies (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0

Document Links

990-PF
Filed on May 21, 2019

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$307,607
Expenses
$70,230
Net Income
$237,377
Net Assets
$1,165,025
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $180,004
58.5%
Interest Revenue $0
Dividends $23,942
7.8%
Sales of Assets $103,661
33.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,230
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 $1,165,025
Total Liabilities $0
Net Assets $1,165,025
Compensation
Key Employees and Officers Compensation Other
Kari Geis (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0

Document Links

990-PF
Filed on June 17, 2019

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

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,136
Expenses
$86,989
Net Income
-$48,853
Net Assets
$976,799
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,364
53.4%
Interest Revenue $0
Dividends $23,887
62.6%
Sales of Assets -$6,115
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,989
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 $976,799
Total Liabilities $0
Net Assets $976,799
Compensation
Key Employees and Officers Compensation Other
Kari Geis (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0

Document Links

990-PF
Filed on May 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,947
Expenses
$24,563
Net Income
$3,384
Net Assets
$1,043,401
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $158
0.6%
Dividends $26,636
95.3%
Sales of Assets $1,153
4.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,574
71.5%
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 $1,043,401
Total Liabilities $0
Net Assets $1,043,401
Compensation
Key Employees and Officers Compensation Other
Kari Geis (President) $0 $0
Cathy Schwemm (Vice President) $0 $0
Jan Rieke (Treasurer) $0 $0

Document Links

990-PF
Filed on May 11, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,004,702
Expenses
$3,874
Net Income
$1,000,828
Net Assets
$1,008,366
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000,000
99.5%
Interest Revenue $0
Dividends $4,702
0.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,874
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 $1,008,366
Total Liabilities $0
Net Assets $1,008,366

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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