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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
2023-10-01
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
$95,330
2023
Total expenses
$101,283
2023
Total assets
$1,885,799
2023
Num. employees
0
2023

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
Central Fund of IsraelCharitable$8,000
...and 3 more grants made

Who funds The Charles J Schwab Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Community Foundation of New JerseyUnrestricted Grant To Support Organization's Exempt Purpose$634,088

Personnel at The Charles J Schwab Foundation

NameTitleCompensation
Arnold LevinPresident$0

Financials for The Charles J Schwab Foundation

RevenuesFYE 10/2023
Total grants, contributions, etc.$0
Investment income and dividends$29,241
Net rental income$0
Net gain from sale of non-inventory assets$66,089
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$95,330

Form 990s for The Charles J Schwab Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-102023-12-19990PFView PDF
2022-102022-12-09990PFView PDF
2021-102021-12-20990PFView PDF
2020-102021-06-17990PFView PDF
2019-102020-02-12990PFView PDF
...and 6 more Form 990s

Organizations like The Charles J Schwab Foundation

OrganizationLocationRevenue
Ridblatt Family Charitable Trust 2111007417Memphis, TN$59,251
The Baker Foundation / Baker Robert TteeRochester, NY$381,789
Taffae Family FoundationLos Angeles, CA$247,936
Sheldon and Freda Robinson Charitable FoundationLincolnwood, IL$155,496
SiloamTelluride, CO$391,417
Brett Torino FoundationLas Vegas, NV$106,546
Coombs Family FoundationMontgomery, TX$158,536
Hamrick Mills FoundationGaffney, SC$72,931
Targoff Family FoundationJupiter, FL$45,480
Gilbertson Foundation TaBrooklyn, OH$119,938
Data update history
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 23, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 3 new personnel
March 8, 2021
Used new vendors
Identified 1 new vendor, including
March 4, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
HealthDiseases and disorders
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
Co A Levin 510 Walnut St 500
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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