Skip to content
ProPublica Donate
ProPublica Donate

Schwab Charitable Foundation

  • Overland Park, KS
  • Tax-exempt since March 2010
  • EIN: 26-1997839

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$148k (2023)

Expenses
$231k (2023)

Total Assets
$2.71M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,475
Expenses
$230,885
Net Income
-$82,410
Net Assets
$2,709,128
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,652
61.1%
Sales of Assets $57,617
38.8%
Other Income $206
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,818
81.8%
Compensation of Officers* $37,562
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,709,128
Total Liabilities $0
Net Assets $2,709,128
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Company (Co Trustee) $21,230 $0
Marshall H Waldman Cpa Retired (Co Trustee/President) $15,232 $0
Mackenzie Madsen (Board Member) $1,100 $0

Document Links

990-PF
Filed on Aug. 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$128,111
Expenses
$245,478
Net Income
-$117,367
Net Assets
$2,792,157
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,024
64.8%
Sales of Assets $45,087
35.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,000
71.3%
Compensation of Officers* $17,823
7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,792,157
Total Liabilities $0
Net Assets $2,792,157
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Company (Co Trustee/Vice President) $8,723 $0
Marshall H Waldman Cpa Retired (Co Trustee/President) $8,000 $0
Frank Falbee (Director) $550 $0
Mackenzie Madsen (Director) $550 $0
John Callegari Cfa (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on July 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,726
Expenses
$241,566
Net Income
-$54,840
Net Assets
$2,909,524
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,667
44.8%
Sales of Assets $103,059
55.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,000
70.4%
Compensation of Officers* $18,579
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,909,524
Total Liabilities $0
Net Assets $2,909,524
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Company (Trustee) $9,479 $0
Marshall H Waldman Cpa Retired (President) $8,000 $0
Frank Falbee (Director) $550 $0
Mackenzie Madsen (Director) $550 $0
John Callegari Cfa (Vice President) $0 $0
Brett Bryant (Treasurer) $0 $0
Sherri Falkner (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$102,454
Expenses
$215,105
Net Income
-$112,651
Net Assets
$2,964,363
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $77,203
75.4%
Sales of Assets $25,251
24.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,000
65.1%
Compensation of Officers* $8,825
4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,964,364
Total Liabilities $1
Net Assets $2,964,363
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa Retired (President) $8,000 $0
Frank Falbee (Director) $550 $0
Mackenzie Madsen (Director) $275 $0
Heritage Bank (Trustee) $0 $0
Midwest Trust Company (Trustee) $0 $0
John Callegari Cfa (Vice President) $0 $0
Brett Bryant (Treasurer) $0 $0
Sherri Falkner (Secretary) $0 $0
Dwight L Schwab Jr (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$402,602
Expenses
$240,136
Net Income
$162,466
Net Assets
$3,077,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $136,774
34.0%
Sales of Assets $265,828
66.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,000
72.9%
Compensation of Officers* $5,550
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,077,015
Total Liabilities $1
Net Assets $3,077,014
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa Retired (President) $5,000 $1,743
Dwight L Schwab Jr (Director) $275 $1,924
Frank Falbee (Director) $275 $0
Heritage Bank (Trustee) $0 $0
John Callegari Cfa (Vice President) $0 $0
Sherri Falkner (Secretary) $0 $0
Brett Bryant (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on July 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,704
Expenses
$246,233
Net Income
-$79,529
Net Assets
$2,914,549
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,880
67.1%
Sales of Assets $54,824
32.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,000
71.1%
Compensation of Officers* $5,575
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,914,549
Total Liabilities $0
Net Assets $2,914,549
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa Retired (President) $5,000 $1,569
Dwight L Schwab Jr (Director) $300 $1,691
Frank Falbee (Director) $275 $0
Heritage Bank (Trustee) $0 $0
John Callegari Cfa (Vice President) $0 $0
Sherri Falkner (Secretary) $0 $0
Brett Bryant (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on July 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,134
Expenses
$262,653
Net Income
$1,481
Net Assets
$2,994,078
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,594
36.2%
Sales of Assets $168,540
63.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,000
69.7%
Compensation of Officers* $8,700
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,994,078
Total Liabilities $0
Net Assets $2,994,078
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa Retired (President) $7,500 $1,345
Dwight L Schwab Jr (Director) $600 $3,175
Frank Falbee (Director) $600 $0
Heritage Bank (Trustee) $0 $0
John Callegari Cfa (Vice President) $0 $0
Sherri Falkner (Secretary) $0 $0
Brett Bryant (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,736
Expenses
$261,634
Net Income
-$146,898
Net Assets
$2,981,340
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $75,224
65.6%
Dividends $61,327
53.5%
Sales of Assets -$21,815
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,500
69.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,981,340
Total Liabilities $0
Net Assets $2,981,340
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa (President) $0 $0
Heritage Bank (Trustee&Treasur) $0 $0
John Callegari Cfa (Director) $0 $0
Frank Falbee (Director) $0 $0
Dwight L Schwab Jr (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 18, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$171,151
Expenses
$264,241
Net Income
-$93,090
Net Assets
$3,128,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $77,068
45.0%
Dividends $57,479
33.6%
Sales of Assets $36,604
21.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $189,645
71.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,128,238
Total Liabilities $0
Net Assets $3,128,238
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa (President) $0 $0
Heritage Bank (Trustee&Treasur) $0 $0
John Callegari Cfa (Director) $0 $0
Frank Falbee (Director) $0 $0
Dwight L Schwab Jr (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$344,352
Expenses
$260,902
Net Income
$83,450
Net Assets
$3,222,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $78,360
22.8%
Dividends $47,860
13.9%
Sales of Assets $210,175
61.0%
Other Income $7,957
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,050
69.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,222,236
Total Liabilities $0
Net Assets $3,222,236
Compensation
Key Employees and Officers Compensation Other
Marshall H Waldman Cpa (President) $0 $0
Sterling Bank (Trustee&Treasur) $0 $0
John Callegari Cfa (Director) $0 $0
Frank Falbee (Director) $0 $0
Dwight L Schwab Jr (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 28, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$292,836
Expenses
$249,457
Net Income
$43,379
Net Assets
$3,140,124
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $72,431
24.7%
Dividends $45,810
15.6%
Sales of Assets $165,919
56.7%
Other Income $8,676
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,550
69.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,140,124
Total Liabilities $0
Net Assets $3,140,124

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$248,733
Expenses
$244,175
Net Income
$4,558
Net Assets
$3,095,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $64,030
25.7%
Dividends $59,611
24.0%
Sales of Assets $119,143
47.9%
Other Income $5,949
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $172,000
70.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,095,941
Total Liabilities $0
Net Assets $3,095,941

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$261,442
Expenses
$240,573
Net Income
$20,869
Net Assets
$3,086,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $53,079
20.3%
Dividends $52,843
20.2%
Sales of Assets $63
0.0%
Other Income $155,457
59.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $167,000
69.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,086,073
Total Liabilities $0
Net Assets $3,086,073

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated