Schwalb Family Foundation Agency Acct
EIN 223624856
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2022–2023
$806K
2 grants · $403K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$403K
typical big bets · $227K–$580K
grant size
0%
transactional · single-year
repeat
$751K
Assets (2022)
2
Distinct Recipients
About
Assets were fully distributed to Raymond James Charitable.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
Raymond James Charitable
Phone
(212) 454-6539
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $830K | $42K | N/A |
| 2022 | $50K | $751K | $38K | 1 |
| 2023 | $756K | $0 | $-94K | 1 |
Grant Size Distribution
Based on 2 grants on record
Minimum
$50K
25th Pctl
$227K
Median
$403K
Average
$403K
75th Pctl
$580K
Maximum
$756K
Geographic Distribution
Officers & Directors
SS
Stanley A Schwalb
President
Leadership
KS
Karin I Schwalb
Secretary
Leadership
SS
Stanley Schwalb
President
Leadership
KS
Karin Schwalb
Secretary
Leadership
SS
Stanley Schwalb
President
Leadership
KS
Karin Schwalb
Secretary
Leadership
Grants Awarded (2 total)
| Purpose | ||||
|---|---|---|---|---|
| Raymond James Charitable | St Petersburg, FL | $756,486 | General Support | 2023 |
| Schwalb Foundation Donor Advised Fund | St Petersburg, FL | $50,000 | GENERAL SUPPORT | 2022 |