Nonprofit · EIN 45-3914959
CHARLES J SCHWAB FOUNDATION INC
Tax-exempt · PHILADELPHIA, PA 19106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $282,991 | $115,123 | $167,868 | $2,029,958 | $0 | $2,029,958 |
| October 31, 2024 | 990-PF | $81,730 | $105,439 | -$23,709 | $1,862,090 | $0 | $1,862,090 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $30,810
- Interest
- $1,114
- Net gain from sales of assets
- $251,067
Expenses
- Grants and similar amounts paid
- $107,087
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $107,087
- Excise tax on investment income
- $3,834
Balance sheet and other
- Total assets, start of year
- $1,862,090
- Total assets, end of year
- $2,029,958
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,029,958
- Fair market value of assets
- $2,392,736
- Qualifying distributions
- $107,087
- Net investment income
- $282,991
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN B SCHWAB 15 EAST NEWFIELD RD, BALA CYNWYD, PA 19004 | PRESIDENT, TRUSTEE | 0.1 | $0 |
| WILLIAM SCHWAB 15 EAST NEWFIELD RD, BALA CYNWYD, PA 19004 | VICE-PRESIDENT, TRUSTEE | 0.1 | $0 |
| BRETT SCHWAB 15 EAST NEWFIELD RD, BALA CYNWYD, PA 19004 | SECRETARY,TRUSTEE | 0.1 | $0 |
| DYLAN SCHWAB 15 EAST NEWFIELD RD, BALA CYNWYD, PA 19004 | TREASURER, TRUSTEE | 0.1 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN B SCHWAB 15 EAST NEWFIELD RD, BALA CYNWYD, PA 19004 | PRESIDENT, TRUSTEE | 0.1 | $0 |
| WILLIAM SCHWAB 15 EAST NEWFIELD RD, BALA CYNWYD, PA 19004 | VICE-PRESIDENT, TRUSTEE | 0.1 | $0 |
| ALBERT SCHWAB 100 GRAYS LN APT 307, HAVERFORD, PA 19041 | SECRETARY/TREASURER, TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- ATTN DAWN SCHWAB 510 WALNUT ST, PHILADELPHIA, PA 19106-3697
- In care of
- % ARNOLD LEVIN
- Signed the 990-PF
- DAWN B SCHWAB, PRESIDENT
- Phone
- (215) 592-1500
- Return prepared by
- SILVER FREEDMAN TAFF & TIERNAN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-3914959
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,029,958
- Income (IRS master file)
- $986,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $282,991 | $115,123 | $2,029,958 | XML |
| 990-PF | October 2024 | $81,730 | $105,439 | $1,862,090 | XML |
| 990-PF | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3914959).
Questions about CHARLES J SCHWAB FOUNDATION INC
- What is the EIN of CHARLES J SCHWAB FOUNDATION INC?
- The employer identification number (EIN) of CHARLES J SCHWAB FOUNDATION INC is 45-3914959.
- Is CHARLES J SCHWAB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to CHARLES J SCHWAB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES J SCHWAB FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES J SCHWAB FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES J SCHWAB FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of CHARLES J SCHWAB FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CHARLES J SCHWAB FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $282,991, expenses of $115,123 and total assets of $2,029,958 at year end.
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