The Schwalbach Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Schwalbach Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 47-5192802

Foundation Overview

Based in Lake Wales, FL, The Schwalbach Family Foundation has awarded 53 grants totaling $1,835,253 to organizations in Oregon, Arizona and 7 other states across the US. Individual grants range from $1,000 to $258,333, with a median award of $10,000.

Latest Tax Year
2023
Total Giving (all years)
$1,835,253
Total Assets
$11,172
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$6,250
% Median Grant Decline
-37% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

3 of 6 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Arizona

Grants are geographically diversified with 36% in Arizona and funding distributed across 9 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Arizona, funding concentrates in Phoenix (84%), Scottsdale (11%), Carefree (5%).

Funding Trajectory
+61%

Strong 61% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (73%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Schwalbach Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Mayo Clinic $258,333 Rochester, MN, US Medical Research 2023
Bulamu Healthcare $5,000 Palo Alto, CA, US East Africa Healthcare 2023
St Joseph Catholic Church $1,000 Baraboo, WI, US General Church Use 2023
St Paul Seminary $45,000 St Paul, MN, US Priest Vocations 2023
Darby Rodeo $7,500 Hamilton, MT, US Sponsorship 2023
Guild $5,000 St Paul, MN, US Ladder Of Hope 2023
National Psoriasis $9,000 Portland, OR, US General 2022
Ubia Ministries $1,500 Phoenix, AZ, US General 2022
Mayo Clinic $258,333 Rochester, MN, US General 2022
St Paul Seminary $45,307 St Paul, MN, US General 2022
Salvation Army $7,500 Phoenix, AZ, US General 2022
Johns Hopkins $10,000 Baltimore, MD, US Brady Urological Institute 2022
Phoenix Children's Hospital $10,000 Phoenix, AZ, US General 2022
Cox Health Foundation $10,000 Springfield, MO, US General 2022
Guild $5,000 St Paul, MN, US General 2022
National Psoriasis $9,000 Portland, OR, US General 2022
Ubia Ministries $1,500 Phoenix, AZ, US General 2022
Mayo Clinic $258,333 Rochester, MN, US General 2022
St Paul Seminary $45,307 St Paul, MN, US General 2022
Salvation Army $7,500 Phoenix, AZ, US General 2022
Johns Hopkins $10,000 Baltimore, MD, US Brady Urological Institute 2022
Phoenix Children's Hospital $10,000 Phoenix, AZ, US General 2022
Cox Health Foundation $10,000 Springfield, MO, US General 2022
Guild $5,000 St Paul, MN, US General 2022
National Psoriasis $9,000 Portland, OR, US General 2022
Ubia Ministries $1,500 Phoenix, AZ, US General 2022
Mayo Clinic $258,333 Rochester, MN, US General 2022
St Paul Seminary $45,307 St Paul, MN, US General 2022
Salvation Army $7,500 Phoenix, AZ, US General 2022
Johns Hopkins $10,000 Baltimore, MD, US Brady Urological Institute 2022
Phoenix Children's Hospital $10,000 Phoenix, AZ, US General 2022
Cox Health Foundation $10,000 Springfield, MO, US General 2022
Guild $5,000 St Paul, MN, US General 2022
Carefree Christopher Columbus Assoc $25,000 Carefree, AZ, US General 2021
100 Club Of Arizona $10,000 Phoenix, AZ, US Survivors Retreat 2021
Scottsdale Charros $5,000 Scottsdale, AZ, US Education Sponsorship 2021
National Psoriasis $7,500 Portland, OR, US General 2021
Ubia Ministries $1,000 Phoenix, AZ, US General 2021
Mayo Clinic $100,000 Rochester, MN, US General 2021
St Paul Seminary $40,000 St Paul, MN, US General 2021
Salvation Army $5,000 Phoenix, AZ, US General 2021
Johns Hopkins $10,000 Baltimore, MD, US Brady Urological Institute 2021
Courage Kenny Foundation $10,000 Minneapolis, MN, US General 2021
Us Hockey Foundation $5,000 Colorado Springs, CO, US General 2021
Ptsd Foundation Of America $20,000 Phoenix, AZ, US General 2021
Guild $5,000 St Paul, MN, US General 2021
Phoenix Childrens Hospital Fdn $5,000 Phoenix, AZ, US General 2020
Ptsd Foundation Of America $20,000 Phoenix, AZ, US General 2020
Mayo Clinic Foundation $100,000 Rochester, MN, US General 2020
St Paul Seminary $35,000 St Paul, MN, US General 2020
Home For Wounded Warriors $5,000 Scottsdale, AZ, US General 2020
Courage Kenny Foundation $10,000 Minneapolis, MN, US General 2020
City Of Phoenix Pediatric Health $25,000 Phoenix, AZ, US General 2020

Foundations Similar to The Schwalbach Family Foundation

Discover 5 foundations with comparable assets ($10,495-$11,432), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 84-4668147 | 5 grants awarded
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$5,000
median grant
Fern Park, FL
Same state
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EIN: 54-2119141 | 26 grants awarded
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$7,000
median grant
Jupiter, FL
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EIN: 85-6488444 | 85 grants awarded
$10,877
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$10,000
median grant
Safety Harbor, FL
Same state
99%
Excellent match

EIN: 59-7079426 | 150 grants awarded
$10,822
(≈ Similar)
$5,000
median grant
Ponte Vedra Beach, FL
Same state
98%
Excellent match

EIN: 26-0362176 | 35 grants awarded
$10,495
(≈ Similar)
$6,000
median grant
Sarasota, FL
Same state
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Excellent match

Contact Information

Official contact details for The Schwalbach Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 47-5192802
Website N/A
Address 2300 N SCENIC HWY 51 MOUNTAIN LAKE Lake Wales, FL 33898-0000

Key People (1)

Board members, trustees, and key staff who oversee The Schwalbach Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

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Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Schwalbach Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.