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Charles J Schwab Foundation Inc

  • Philadelphia, PA
  • Tax-exempt since March 2012
  • EIN: 45-3914959

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$81.7k (2024)

Expenses
$105k (2024)

Total Assets
$1.86M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 to 2024

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 Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,730
Expenses
$105,439
Net Income
-$23,709
Net Assets
$1,862,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,941
2.4%
Dividends $32,266
39.5%
Sales of Assets $47,523
58.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,000
92.9%
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 $1,862,090
Total Liabilities $0
Net Assets $1,862,090
Compensation
Key Employees and Officers Compensation Other
Dawn B Schwab (President, Trustee) $0 $0
William Schwab (Vice President, Trustee) $0 $0
Albert Schwab (Secretary/Treasurer, Trustee) $0 $0

Document Links

990-PF
Filed on Dec. 16, 2024

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

View Filing
XML

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,330
Expenses
$101,283
Net Income
-$5,953
Net Assets
$1,885,799
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,782
2.9%
Dividends $26,459
27.8%
Sales of Assets $66,089
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,815
94.6%
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 $1,885,799
Total Liabilities $0
Net Assets $1,885,799
Compensation
Key Employees and Officers Compensation Other
Arnold Levin (Pres, Treas., Trustee) $0 $0
Dawn L Schwab (Vice President, Trustee) $0 $0
Albert Schwab (Secretary, Trustee) $0 $0

Document Links

990-PF
Filed on Dec. 19, 2023

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$246,047
Expenses
$96,976
Net Income
$149,071
Net Assets
$1,891,752
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
61.0%
Interest Revenue $256
0.1%
Dividends $22,994
9.3%
Sales of Assets $72,797
29.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,000
92.8%
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 $1,891,752
Total Liabilities $0
Net Assets $1,891,752
Compensation
Key Employees and Officers Compensation Other
Arnold Levin (Pres, Treas., Trustee) $0 $0
Dawn L Schwab (Vice President, Trustee) $0 $0
Albert Schwab (Secretary, Trustee) $0 $0

Document Links

990-PF
Filed on Dec. 9, 2022

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

View Filing
XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$603,636
Expenses
$60,859
Net Income
$542,777
Net Assets
$1,742,681
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $490,000
81.2%
Interest Revenue $33
0.0%
Dividends $18,691
3.1%
Sales of Assets $94,554
15.7%
Other Income $358
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,000
92.0%
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 $1,742,681
Total Liabilities $0
Net Assets $1,742,681
Compensation
Key Employees and Officers Compensation Other
Arnold Levin (Pres, Treas., Trustee) $0 $0
Dawn L Schwab (Vice President, Trustee) $0 $0
Albert Schwab (Secretary, Trustee) $0 $0

Document Links

990-PF
Filed on Dec. 20, 2021

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

View Filing
XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$521,291
Expenses
$37,296
Net Income
$483,995
Net Assets
$1,199,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $510,050
97.8%
Interest Revenue $106
0.0%
Dividends $13,259
2.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,927
88.3%
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 $1,199,904
Total Liabilities $1
Net Assets $1,199,903
Compensation
Key Employees and Officers Compensation Other
Arnold Levin (Pres, Treas., Trustee) $0 $0
Dawn L Schwab (Vice President, Trustee) $0 $0
Albert Schwab (Secretary, Trustee) $0 $0

Document Links

990-PF
Filed on Jan. 29, 2021

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2019

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 Oct.
2018

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 Oct.
2017

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 Oct.
2016

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 Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,871
Expenses
$6,836
Net Income
$24,035
Net Assets
$125,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $28,466
92.2%
Interest Revenue $0
Dividends $1,991
6.4%
Sales of Assets $414
1.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,700
54.1%
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 $125,463
Total Liabilities $0
Net Assets $125,463

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,726
Expenses
$4,516
Net Income
$56,210
Net Assets
$101,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $60,720
100.0%
Interest Revenue $6
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,300
50.9%
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 $101,428
Total Liabilities $0
Net Assets $101,428

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,775
Expenses
$2,470
Net Income
$9,305
Net Assets
$45,219
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,775
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300
12.1%
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 $45,219
Total Liabilities $0
Net Assets $45,219

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,322
Expenses
$8,408
Net Income
$35,914
Net Assets
$35,914
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $44,322
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,500
17.8%
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 $35,914
Total Liabilities $0
Net Assets $35,914

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.

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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.

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