Private Foundation · MD
Schwemm Family Foundation
Bethesda, MD · EIN 462945532 · Website ↗ · 990s on ProPublica ↗
Assets
$1.5M
Total Giving
$442K
Grants on File
67
Average Grant
$7K
Giving Radius
Where Schwemm Family Foundation Has Given
Section I
How to Apply
The foundation will consider applications for grant proposals. Proposals from charitable organizations will be reviewed by the foundation trustees with awards being made on an annual and semi-annual basis. In addition to providing grants to 501(c)(3) organizations, the foundation is expanding our focus to allow for grants to 170(c)(1) governmental institutions. Both sets of organizations serve a public purpose
On Unsolicited Proposals yes
Restrictions
Grants of up to $4,999 will be required to be utilized by the recipient non-profit within twelve months of the award. Grants between $5,000 and $30,000 may be utilized by the recipient organization for a period spanning beyond twelve months. Grants will not be awarded for ongoing operating support, loans, and endowments, or for unrestricted purposes.
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Medford, OR | $6K | 2020 |
| Central Point, OR | $7K | 2020 |
| Ventura, CA | $5K | 2020 |
| Los Angeles, CA | $8K | 2020 |
| Encinitas, CA | $6K | 2020 |
| Chicago, IL | $6K | 2020 |
| Elkton, OR | $8K | 2020 |
| Forest Knolls, CA | $8K | 2020 |
| Klamath Falls, OR | $7K | 2020 |
| Nevada City, CA | $8K | 2020 |
| San Francisco, CA | $8K | 2020 |
| Santa Cruz, CA | $5K | 2020 |
| Encinitas, CA | $6K | 2021 |
| Philadelphia, PA | $2K | 2021 |
| Oakland, CA | $7K | 2021 |
| Astoria, OR | $8K | 2021 |
| Los Angeles, CA | $8K | 2021 |
| Washington, DC | $4K | 2021 |
| Jacksonville, OR | $8K | 2021 |
| Merlin, OR | $2K | 2021 |
| Salem, OR | $6K | 2021 |
| Huntington Park, CA | $1K | 2021 |
| San Diego, CA | $2K | 2021 |
| New York, NY | $3K | 2021 |
| Portland, OR | $5K | 2021 |
Page 1 of 3 · 67 total
Section V
Board of Directors
- KARI GIES President
- CATHY SCHWEMM Vice President
- JAN RIEKE Treasurer
- ANNIE SWANK Trustee
- JOSEPH TUCK Trustee
- KARI GIES President
- CATHY SCHWEMM Vice President
- JAN RIEKE Treasurer
- ANNIE SWANK Trustee
- JOSEPH TUCK Trustee
- KARI GIES President
- CATHY SCHWEMM Vice President
- JAN RIEKE Treasurer
- ANNIE SWANK Trustee
- JOSEPH TUCK Trustee
- KARI GIES President
- CATHY SCHWEMM Vice President
- JAN RIEKE Treasurer
- ANNIE SWANK Trustee
- JOSEPH TUCK Trustee
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $1.5M | — | $171K | $173K |
| 2022 | $1.4M | — | $114K | $153K |
| 2021 | $1.8M | — | $154K | $139K |
| 2020 | $1.7M | — | $188K | $108K |
| 2019 | $1.5M | — | $169K | $140K |
| 2015 | $977K | $50K | $38K | $87K |
| 2014 | $1.0M | $51K | $28K | $25K |
| 2013 | $1.0M | — | $1.0M | $4K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.