STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SCHWALBACH FAMILY FOUNDATION

Cite this

Plain text SCHWALBACH FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2019–2025. https://strategystudio.org/org/475192802. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). SCHWALBACH FAMILY FOUNDATION [Nonprofit organization profile; tax years 2019–2025]. Retrieved October 18, 2026, from https://strategystudio.org/org/475192802

MLA “SCHWALBACH FAMILY FOUNDATION.” Strategy Studio, tax years 2019–2025, https://strategystudio.org/org/475192802. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2019–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $215K · expenses $219K · assets $6K

EIN
47-5192802
Address
2300 N SCENIC HWY 51 MOUNTAIN LAKE, LAKE WALES, FL 33898-0000
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2016
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 1 person listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Gerald A Schwalbach Director2019-2025 1 $0 reported 1

People by year

2025 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01
2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Gerald A Schwalbach Director1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 3 grants to organizations · $218K
2024 · 3 grants to organizations · $223K
2023 · 0 grants to organizations · $0 · 6 grants to individuals · $322K
2022 · 0 grants to organizations · $0 · 9 grants to individuals · $357K
2021 · 0 grants to organizations · $0 · 13 grants to individuals · $244K
2020 · 0 grants to organizations · $0 · 7 grants to individuals · $200K
2019 · 0 grants to organizations · $0 · 13 grants to individuals · $304K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 2 contributors · $215K
#ContributorTypeCity, stateTotalNoncashSource
2 Gerald A Schwalbach Person Lake Wales, FL $201,593$201,593 Form 990PF Sch. B, 2025 · filing
1 Gerald A Schwalbach Person Lake Wales, FL $13,000- Form 990PF Sch. B, 2025 · filing
2024 · 1 contributor · $223K
#ContributorTypeCity, stateTotalNoncashSource
1 Gerald A Schwalbach Person Lake Wales, FL $223,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $320K
#ContributorTypeCity, stateTotalNoncashSource
1 Gerald A Schwalbach Person Lake Wales, FL $320,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $357K
#ContributorTypeCity, stateTotalNoncashSource
1 Gerald A Schwalbach Person Lake Wales, FL $357,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $15K
#ContributorTypeCity, stateTotalNoncashSource
1 Gerald A Schwalbach Person Lake Wales, FL $15,000- Form 990PF Sch. B, 2021 · filing
2020 · 2 contributors · $361K
#ContributorTypeCity, stateTotalNoncashSource
1 Gerald A Schwalbach Person Scottsdale, AZ $199,983$360,903 Form 990PF Sch. B, 2020 · filing
1 Gerald A Schwalbach Person Scottsdale, AZ $160,920$360,903 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $221K
#ContributorTypeCity, stateTotalNoncashSource
1 Gerald A Schwalbach Person Scottsdale, AZ $220,666$220,666 Form 990PF Sch. B, 2019 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$214,609$218,821 $6,367$6,367 $214,593- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$223,063$223,655 $10,580$10,580 $223,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$320,072$322,219 $11,172$11,172 $320,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$359,008$361,284 $13,319$13,319 $357,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$190,040$245,063 $15,595$15,595 $15,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$361,363$201,000 $70,618$70,618 $360,903- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$220,788$306,245 $30,523$30,523 $220,666- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SCHNEUR FAMILY FOUNDATIONFLT20 $222,875$1,445,244 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
HULL FAMILY FOUNDATIONFLT20 $222,622$268,586 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
SCHACKNOW FAMILY FOUNDATION INCFLT20 $228,668$324,763 PRESIDENT$41,388 Same NTEE code T20, revenue within 2x, same state, similar name
HAWKS FAMILY FOUNDATIONFLT20 $222,000$630,903 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
TAYLOR FAMILY FOUNDATIONFLT20 $205,001$193,343 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
EDWARDS FAMILY FOUNDATIONFLT20 $223,722$36 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
A-Z FAMILY FOUNDATION INCFLT20 $205,102$107,544 PRES/TREAS$11,000 Same NTEE code T20, revenue within 2x, same state, similar name
MIRZA FAMILY FOUNDATION INCFLT20 $216,471$111,236 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
ARORA FAMILY FOUNDATION INCFLT20 $211,436$63,660 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
MENDEZ FAMILY FOUNDATION INCFLT20 $228,007$263,003 TREASURER$0 Same NTEE code T20, revenue within 2x, same state, similar name
MICHAELS FAMILY FOUNDATION OFFLT20 $229,292$145,910 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
CALVIN H REED FAMILY FOUNDATION INCFLT20 $207,879$208,112 PRESIDENT & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
STEVEN AND LAUREN GEDULD FAMILY FOUNDATIONFLT20 $212,354$223,203 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LPF FOUNDATIONFLT20 $218,437$93,231 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
LUZ FOUNDATIONFLT20 $205,201$509,562 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KRUSEN FAMILY CHARITABLE FOUNDATION CORPFLT20 $214,926$44,521 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CHARLES AND BARBARA DEWEY FAMILY FOUNDATIONFLT20 $202,682$195,598 Trustee$0 Same NTEE code T20, revenue within 2x, same state
S&B WORLD FOUNDATION INCFLT20 $222,201$226,086 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
MILLSTEIN FOUNDATION INCFLT20 $202,659$107,334 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
B MORPHED FOUNDATIONFLT20 $213,837$123,919 Director$0 Same NTEE code T20, revenue within 2x, same state
NOLEN FOUNDATION INCFLT20 $228,704$505,947 CEO$0 Same NTEE code T20, revenue within 2x, same state
WESTREICH FINALY FOUNDATION INCFLT20 $202,727$223,703 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
SINEX EDUCATION FOUNDATION INCFLT20 $214,160$176,500 Trustee$0 Same NTEE code T20, revenue within 2x, same state
SUE BASSETT FOUNDATION INCFLT20 $212,494$358,579 VP/SECRETARY$7,000 Same NTEE code T20, revenue within 2x, same state
HURLBURT FOUNDATION INCFLT20 $215,424$453,878 TREASURER & DIRECTOR$10,000 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
CARMAX FOUNDATION Private foundation$10,0002 12016–2019 BUENA VIDA FOUNDATION INC
OLSON FAMILY FOUNDATION INC Private foundation$3,2001 12013–2013 OCONNOR FAMILY FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$8574 12020–2023 BUENA VIDA FOUNDATION INC
IRWIN & JOAN GEDULD FAMILY FOUNDATION Private foundation$991 12019–2019 STEVEN AND LAUREN GEDULD FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $218,821 spent · pay $0 · grants $218,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $218,500 99.9%
Fees: accounting $170 0.1%
Other expenses $150 0.1%
Taxes $1 0.0%
Total$218,821100%

View the filing

2024 · Form 990PF · $223,655 spent · pay $0 · grants $223,333 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $223,333 99.9%
Fees: accounting $171 0.1%
Other expenses $151 0.1%
Total$223,655100%

View the filing

2023 · Form 990PF · $322,219 spent · pay $0 · grants $321,833 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $321,833 99.9%
Other expenses $215 0.1%
Fees: accounting $171 0.1%
Total$322,219100%

View the filing

2022 · Form 990PF · $361,284 spent · pay $0 · grants $356,640 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $356,640 98.7%
Taxes $4,473 1.2%
Fees: accounting $171 0.0%
Total$361,284100%

View the filing

2021 · Form 990PF · $245,063 spent · pay $0 · grants $243,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $243,500 99.4%
Taxes $1,013 0.4%
Other expenses $413 0.2%
Fees: accounting $120 0.0%
Interest $17 0.0%
Total$245,063100%

View the filing

2020 · Form 990PF · $201,000 spent · pay $0 · grants $200,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $200,000 99.5%
Taxes $500 0.2%
Other expenses $334 0.2%
Fees: accounting $166 0.1%
Total$201,000100%

View the filing

2019 · Form 990PF · $306,245 spent · pay $0 · grants $304,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $304,000 99.3%
Taxes $1,922 0.6%
Other expenses $323 0.1%
Total$306,245100%

View the filing