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Jack And Dorothy Schwab Charitable Trust

  • Pottsville, PA
  • Tax-exempt since July 2015
  • EIN: 47-4134389

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
$44.9k (2024)

Expenses
$80.6k (2024)

Total Assets
$952k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2015 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,872
Expenses
$80,551
Net Income
-$35,679
Net Assets
$951,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,071
4.6%
Dividends $28,402
63.3%
Sales of Assets $14,399
32.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,000
78.2%
Compensation of Officers* $16,095
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $951,900
Total Liabilities $0
Net Assets $951,900
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $12,125 $0
James C Bohorad (Co Trustee) $3,970 $0

Document Links

990-PF
Filed on May 5, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,714
Expenses
$72,268
Net Income
-$35,554
Net Assets
$927,105
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,983
10.8%
Dividends $26,115
71.1%
Sales of Assets $6,616
18.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,300
77.9%
Compensation of Officers* $15,178
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $927,105
Total Liabilities $0
Net Assets $927,105
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $11,374 $0
James C Bohorad (Co Trustee) $3,804 $0

Document Links

990-PF
Filed on May 10, 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
$34,643
Expenses
$49,359
Net Income
-$14,716
Net Assets
$929,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,100
8.9%
Dividends $21,874
63.1%
Sales of Assets $9,669
27.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,000
66.9%
Compensation of Officers* $15,693
31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $929,161
Total Liabilities $0
Net Assets $929,161
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $11,717 $0
James C Bohorad (Co Trustee) $3,976 $0

Document Links

990-PF
Filed on May 3, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,829
Expenses
$181,260
Net Income
-$127,431
Net Assets
$943,223
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,881
5.4%
Dividends $23,180
43.1%
Sales of Assets $27,768
51.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $163,386
90.1%
Compensation of Officers* $17,064
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $943,223
Total Liabilities $0
Net Assets $943,223
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $12,835 $0
James C Bohorad (Co Trustee) $4,229 $0

Document Links

990-PF
Filed on May 12, 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
$35,692
Expenses
$78,850
Net Income
-$43,158
Net Assets
$1,003,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,756
16.1%
Dividends $20,078
56.3%
Sales of Assets $9,858
27.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,359
79.1%
Compensation of Officers* $15,464
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,003,982
Total Liabilities $1
Net Assets $1,003,981
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $11,582 $0
James C Bohorad (Co Trustee) $3,882 $0

Document Links

990-PF
Filed on May 13, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,953
Expenses
$72,108
Net Income
-$33,155
Net Assets
$1,070,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,718
19.8%
Dividends $24,441
62.7%
Sales of Assets $6,780
17.4%
Other Income $14
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,274
76.7%
Compensation of Officers* $15,917
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,070,415
Total Liabilities $1
Net Assets $1,070,414
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $11,955 $0
James C Bohorad (Co Trustee) $3,962 $0

Document Links

990-PF
Filed on May 29, 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
$37,716
Expenses
$80,827
Net Income
-$43,111
Net Assets
$1,105,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,225
13.9%
Dividends $23,669
62.8%
Sales of Assets $8,822
23.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,900
77.8%
Compensation of Officers* $16,457
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,105,747
Total Liabilities $0
Net Assets $1,105,747
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $12,324 $0
James C Bohorad (Co Trustee) $4,133 $0

Document Links

990-PF
Filed on May 14, 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
$38,534
Expenses
$77,094
Net Income
-$38,560
Net Assets
$1,141,168
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,225
13.6%
Dividends $23,313
60.5%
Sales of Assets $9,996
25.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,057
76.6%
Compensation of Officers* $16,452
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,141,168
Total Liabilities $0
Net Assets $1,141,168
Compensation
Key Employees and Officers Compensation Other
Mid Penn Bank Trust Department (Co Trustee) $11,130 $0
James C Bohorad (Co Trustee) $5,322 $0

Document Links

990-PF
Filed on May 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,874
Expenses
$81,405
Net Income
-$51,531
Net Assets
$1,179,620
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,213
20.8%
Dividends $19,748
66.1%
Sales of Assets $3,913
13.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,405
73.0%
Compensation of Officers* $19,836
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,179,620
Total Liabilities $0
Net Assets $1,179,620
Compensation
Key Employees and Officers Compensation Other
First National Trust Company First National Trust Company (Co Trustee) $15,650 $0
James C Bohorad (Co Trustee) $4,186 $0
Mid Penn Bank Trust Department (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 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
$1,338,976
Expenses
$85,721
Net Income
$1,253,255
Net Assets
$1,242,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,296,512
96.8%
Interest Revenue $16,100
1.2%
Dividends $14,966
1.1%
Sales of Assets $11,398
0.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,800
74.4%
Compensation of Officers* $16,549
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,242,563
Total Liabilities $0
Net Assets $1,242,563

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 »

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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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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.

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