Private foundation
BERKELEY, CAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $72,790 | $92,458 | $82,600 | $196,200 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 12% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| EDEN AUTISM SERVICESPRINCETON, NJ | DISABLED SUPPORT | $2,450 | 2018 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margaret M Schwallie | Director | 0.00 | $0 |
| Jean Schwallie O'Connor | Director | 0.00 | $0 |
| Cathy Schwallie Farmer | Trustee | 0.00 | $0 |
| Tom Schwallie | Director |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $195,083 |
| FY2024 | 990-PF | $52,956 | $80,292 | $79,008 | $215,964 | $214,751 |
| FY2023 | 990-PF | $24,030 | $80,857 | $79,265 | $243,073 | $242,087 |
| FY2022 | 990-PF | $50,519 | $76,608 | $75,415 | $299,259 | $298,914 |
| FY2021 | 990-PF | $60,724 | $81,615 | $80,765 | $325,303 | $325,003 |
| FY2020 | 990-PF | −$31,361 | $64,648 | $62,774 | $345,894 | $345,894 |
| FY2019 | 990-PF | $229,436 | $68,911 | $67,989 | $442,103 | $441,903 |
| FY2018 | 990-PF | −$11,143 | $102,881 | $102,695 | $282,621 | $281,378 |
| FY2017 | 990-PF | $133,927 | $71,451 | $71,451 | $396,152 | $395,402 |
| FY2016 | 990-PF | $105,574 | $76,322 | $75,790 | $334,226 | $332,926 |
| PROVIDE SUPPORT FOR PARISH |
| $2,125 |
| 2016 |
| INTER VARSITY CHRISTIANNEW YORK, NY | PUBLIC WELFARE | $2,000 | 2016 |
| HARAMBEE MINISTRIESPASADENA, CA | COMMUNITY SUPPORT | $2,000 | 2022 |
| JENNINGS CENTER FOR OLDER ADULGARFIELD HEIGHTS, OH | HEALTH CARE SUPPORT-PROVIDE SAFE, COMFORTABLE & AFFORDABLE CARE FOR OLDER ADULTS - HOME RUN BY SISTERS | $2,000 | 2017 |
| SOUTHEASTERN OHIO LEGAL SERVICESCOLUMBUS, OH | COMMUNITY SUPPORT | $2,000 | 2022 |
| CAMP JOTONI THE ARC OF SOMERSET COUMANVILLE, NJ | COMMUNITY SUPPORT | $2,000 | 2022 |
| ST MARTHA'S PARISHPOINT PLEASANT, NJ | PROVIDE SUPPORT FOR PARISH | $1,925 | 2018 |
| EDEN AUTISM SERVICESPRINCETON, NJ | DISABLED SUPPORT | $1,750 | 2016 |
| EDEN AUTISM SERVICESPRINCETON, NJ | DISABLED SUPPORT | $1,750 | 2020 |
| THE OUTREACH CONNECTION FOOD PANTRYWASHINGTON TWP, NJ | WELFARE SUPPORT | $1,500 | 2025 |
| HARAMBEE MINISTRIESPASADENA, CA | COMMUNITY SUPPORT | $1,500 | 2024 |
| COLLEGE CHOICE FOUNDATIONMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2024. Counted Oct 9, 2026.HOMEWOOD, AL | EDUCATION SUPPORT | $1,500 | 2024 |
| HARAMBEE MINISTRIESPASADENA, CA | COMMUNITY SUPPORT | $1,500 | 2025 |
| ST MARTHA'S PARISHPOINT PLEASANT, NJ | PROVIDE SUPPORT FOR PARISH | $1,450 | 2019 |
| CATHOLIC RELIEF SERVICESBALTIMORE, MD | RELIGIOUS SUPPORT-ASSIST POOR & DISADVANTAGED | $1,300 | 2022 |
| NATIONAL MS FOUNDATIONFT LAUDERDALE, FL | HEALTHCARE SUPPORT | $1,200 | 2019 |
| NATIONAL MS SOCIETYNEW YORK, NY | HEALTHCARE SUPPORT | $1,000 | 2021 |
| EDEN AUTISM SERVICESPRINCETON, NJ | DISABLED SUPPORT | $1,000 | 2024 |
| WOODLANDS WILDLIFE REFUGECLINTON, NJ | COMMUNITY SUPPORT | $1,000 | 2025 |
| COLLEGE CHOICE FOUNDATIONMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2024. Counted Oct 9, 2026.HOMEWOOD, AL | EDUCATION SUPPORT | $1,000 | 2023 |
| NOTRE DAME-CATHEDRAL LATIN SCHOOLCHARDON, OH | EDUCATION SUPPORT | $1,000 | 2018 |
| NATIONAL MS SOCIETYNEW YORK, NY | HEALTHCARE SUPPORT | $1,000 | 2017 |
| COVENANT HOUSENEW YORK, NY | PUBLIC WELFARE-PROVIDE ADOLESCENT CARE TO HOMELESS, RUNAWAYS & CHILDREN AT RISK | $1,000 | 2017 |
| EPIC SCHOOLPARAMUS, NJ | EDUCATIONAL SUPPORT | $1,000 | 2019 |
| 0.00 |
| $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202521329349101637
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202431369349102483
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202301359349102455
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202212149349100626
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202122869349100522
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202042239349100804
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201902319349100220
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201802569349100000
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201702409349100115
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201642889349100314
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.