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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 2019-2025 | 1 | $0 reported | 1 |
People by year
2025 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
2024 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
2023 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
2022 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
2021 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Gerald A Schwalbach | Director | 1 | $0 | - | $0 | $0 | 1 |
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
2024 · 1 contributor · $223K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Gerald A Schwalbach | Person | Lake Wales, FL | $223,000 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $320K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Gerald A Schwalbach | Person | Lake Wales, FL | $320,000 | - | Form 990PF Sch. B, 2023 · filing |
2022 · 1 contributor · $357K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Gerald A Schwalbach | Person | Lake Wales, FL | $357,000 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $15K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Gerald A Schwalbach | Person | Lake Wales, FL | $15,000 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 2 contributors · $361K
2019 · 1 contributor · $221K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $214,609 | $218,821 | $6,367 | $6,367 | $214,593 | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $223,063 | $223,655 | $10,580 | $10,580 | $223,000 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $320,072 | $322,219 | $11,172 | $11,172 | $320,000 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $359,008 | $361,284 | $13,319 | $13,319 | $357,000 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $190,040 | $245,063 | $15,595 | $15,595 | $15,000 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $361,363 | $201,000 | $70,618 | $70,618 | $360,903 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SCHNEUR FAMILY FOUNDATION | FL | T20 | $222,875 | $1,445,244 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| HULL FAMILY FOUNDATION | FL | T20 | $222,622 | $268,586 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| SCHACKNOW FAMILY FOUNDATION INC | FL | T20 | $228,668 | $324,763 | PRESIDENT | $41,388 | Same NTEE code T20, revenue within 2x, same state, similar name |
| HAWKS FAMILY FOUNDATION | FL | T20 | $222,000 | $630,903 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| TAYLOR FAMILY FOUNDATION | FL | T20 | $205,001 | $193,343 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| EDWARDS FAMILY FOUNDATION | FL | T20 | $223,722 | $36 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| A-Z FAMILY FOUNDATION INC | FL | T20 | $205,102 | $107,544 | PRES/TREAS | $11,000 | Same NTEE code T20, revenue within 2x, same state, similar name |
| MIRZA FAMILY FOUNDATION INC | FL | T20 | $216,471 | $111,236 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| ARORA FAMILY FOUNDATION INC | FL | T20 | $211,436 | $63,660 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| MENDEZ FAMILY FOUNDATION INC | FL | T20 | $228,007 | $263,003 | TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| MICHAELS FAMILY FOUNDATION OF | FL | T20 | $229,292 | $145,910 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| CALVIN H REED FAMILY FOUNDATION INC | FL | T20 | $207,879 | $208,112 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| STEVEN AND LAUREN GEDULD FAMILY FOUNDATION | FL | T20 | $212,354 | $223,203 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LPF FOUNDATION | FL | T20 | $218,437 | $93,231 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| LUZ FOUNDATION | FL | T20 | $205,201 | $509,562 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| KRUSEN FAMILY CHARITABLE FOUNDATION CORP | FL | T20 | $214,926 | $44,521 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CHARLES AND BARBARA DEWEY FAMILY FOUNDATION | FL | T20 | $202,682 | $195,598 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| S&B WORLD FOUNDATION INC | FL | T20 | $222,201 | $226,086 | CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x, same state |
| MILLSTEIN FOUNDATION INC | FL | T20 | $202,659 | $107,334 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| B MORPHED FOUNDATION | FL | T20 | $213,837 | $123,919 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| NOLEN FOUNDATION INC | FL | T20 | $228,704 | $505,947 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| WESTREICH FINALY FOUNDATION INC | FL | T20 | $202,727 | $223,703 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| SINEX EDUCATION FOUNDATION INC | FL | T20 | $214,160 | $176,500 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| SUE BASSETT FOUNDATION INC | FL | T20 | $212,494 | $358,579 | VP/SECRETARY | $7,000 | Same NTEE code T20, revenue within 2x, same state |
| HURLBURT FOUNDATION INC | FL | T20 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| CARMAX FOUNDATION | Private foundation | $10,000 | 2 | 1 | 2016–2019 | BUENA VIDA FOUNDATION INC |
| OLSON FAMILY FOUNDATION INC | Private foundation | $3,200 | 1 | 1 | 2013–2013 | OCONNOR FAMILY FOUNDATION |
| AMAZONSMILE FOUNDATION | Private foundation | $857 | 4 | 1 | 2020–2023 | BUENA VIDA FOUNDATION INC |
| IRWIN & JOAN GEDULD FAMILY FOUNDATION | Private foundation | $99 | 1 | 1 | 2019–2019 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $218,500 | 99.9% | |
| Fees: accounting | $170 | 0.1% | |
| Other expenses | $150 | 0.1% | |
| Taxes | $1 | 0.0% | |
| Total | $218,821 | 100% |
2024 · Form 990PF · $223,655 spent · pay $0 · grants $223,333 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $223,333 | 99.9% | |
| Fees: accounting | $171 | 0.1% | |
| Other expenses | $151 | 0.1% | |
| Total | $223,655 | 100% |
2023 · Form 990PF · $322,219 spent · pay $0 · grants $321,833 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $321,833 | 99.9% | |
| Other expenses | $215 | 0.1% | |
| Fees: accounting | $171 | 0.1% | |
| Total | $322,219 | 100% |
2022 · Form 990PF · $361,284 spent · pay $0 · grants $356,640 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $356,640 | 98.7% | |
| Taxes | $4,473 | 1.2% | |
| Fees: accounting | $171 | 0.0% | |
| Total | $361,284 | 100% |
2021 · Form 990PF · $245,063 spent · pay $0 · grants $243,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $245,063 | 100% |
2020 · Form 990PF · $201,000 spent · pay $0 · grants $200,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $200,000 | 99.5% | |
| Taxes | $500 | 0.2% | |
| Other expenses | $334 | 0.2% | |
| Fees: accounting | $166 | 0.1% | |
| Total | $201,000 | 100% |
2019 · Form 990PF · $306,245 spent · pay $0 · grants $304,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $304,000 | 99.3% | |
| Taxes | $1,922 | 0.6% | |
| Other expenses | $323 | 0.1% | |
| Total | $306,245 | 100% |