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EIN 45-3914959

The Charles J Schwab Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Philadelphia
State
Pennsylvania
Year formed
2012
Most recent tax filings
2024-10-01
NTEE code, primary
T20: Private Foundations
Description
The Charles J. Schwab Foundation is a private foundation that primarily funds charitable, charitable/medical research/cancer awareness grantees. Last year, the Foundation made 22 grants, including to Living Beyond Breast Cancer and other organizations. The Foundation is located in Philadelphia, PA.
Total revenues
$81,730
2024
Total expenses
$105,439
2024
Total assets
$1,862,090
2024
Num. employees
0
2024

Program areas at The Charles J Schwab Foundation

This income item is a refund of 2019 investment income tax.
The tax paid in 2019 was properly not included as an expense for
Purposes of calculating net investment income on The 2019 form 990-pf,
So The refund of such tax is similarly not included as net investment
Income for 2020.

Grants made by The Charles J Schwab Foundation

GranteeGrant descriptionAmount
Living Beyond Breast CancerCharitable$20,000
Friends of United HatzalahincCharitable$10,000
American Kidney Fund (AKF)Charitable$5,000
...and 4 more grants made

Personnel at The Charles J Schwab Foundation

NameTitleCompensation
Arnold LevinPresident$0

Financials for The Charles J Schwab Foundation

RevenuesFYE 10/2024
Total grants, contributions, etc.$0
Investment income and dividends$34,207
Net rental income$0
Net gain from sale of non-inventory assets$47,523
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$81,730

Form 990s for The Charles J Schwab Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-102024-12-16990PFView PDF
2023-102023-12-19990PFView PDF
2022-102022-12-09990PFView PDF
2021-102021-12-20990PFView PDF
2020-102021-06-17990PFView PDF
...and 7 more Form 990s

Organizations like The Charles J Schwab Foundation

OrganizationLocationRevenue
One in Heart FoundationAustin, TX$145,430
The Madden Family FoundationMilwaukee, WI$70,539
Targoff Family FoundationJupiter, FL$37,756
Cavan Family FoundationFayetteville, GA$82,226
The John D and Minnie R Schneider Charitable TrustLibertyville, IL$197,994
SiloamTelluride, CO$391,417
The Juliana Greenfield Family FoundationDeerfield, IL$151,321
The Tracy Family FoundationColorado Springs, CO$79,894
Edmund C Lynch FundNew York, NY$89,292
Ella Marie FoundationAlpharetta, GA$47,571
Data update history
February 5, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Received grants
Identified 1 new grant, including a grant for $634,088 from Community Foundation of New Jersey
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 23, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
HealthDiseases and disorders
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
Attn Dawn Schwab 510 Walnut St
Philadelphia, PA 19106
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Philadelphia County, PA
Phone
(215) 592-1500
IRS details
EIN
45-3914959
Fiscal year end
October
Taxreturn type
Form 990-PF
Year formed
2012
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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