Nonprofit · EIN 47-4134389
JACK AND DOROTHY SCHWAB CHARITABLE TRUST
Tax-exempt · POTTSVILLE, PA 17901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,820 | $80,594 | -$19,774 | $1,004,590 | $0 | $1,004,590 |
| December 31, 2024 | 990-PF | $44,872 | $80,551 | -$35,679 | $951,900 | $0 | $951,900 |
| December 31, 2023 | 990-PF | $36,714 | $72,268 | -$35,554 | $927,105 | $0 | $927,105 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,976
- Interest
- $6,932
- Net gain from sales of assets
- $27,912
Expenses
- Grants and similar amounts paid
- $62,000
- Compensation of officers, directors and key employees
- $16,629
- Disbursements for charitable purposes
- $62,000
- Excise tax on investment income
- $764
Balance sheet and other
- Total assets, start of year
- $951,900
- Total assets, end of year
- $1,004,590
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,004,590
- Fair market value of assets
- $1,329,213
- Qualifying distributions
- $62,000
- Net investment income
- $55,756
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT PO BOX 660, POTTSVILLE, PA 17901 | CO-TRUSTEE | 5 | $12,553 |
| JAMES C BOHORAD PO BOX 1280, POTTSVILLE, PA 17901 | CO-TRUSTEE | 1 | $4,076 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT PO BOX 660, POTTSVILLE, PA 17901 | CO-TRUSTEE | 5 | $12,125 |
| JAMES C BOHORAD PO BOX 1280, POTTSVILLE, PA 17901 | CO-TRUSTEE | 1 | $3,970 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT 1504 ROUTE 61 SOUTH, POTTSVILLE, PA 17901 | CO-TRUSTEE | 5 | $11,374 |
| JAMES C BOHORAD PO BOX 1280, POTTSVILLE, PA 17901 | CO-TRUSTEE | 1 | $3,804 |
Address and contacts
- Address (IRS master file)
- PO BOX 660, POTTSVILLE, PA 17901-0660
- In care of
- % KAREN A KENDERDINE
- Signed the 990-PF
- MID PENN BANK TRUST DEPARTMENT, CO-TRUSTEE
- Phone
- (570) 516-8325
- Return prepared by
- MARSHALL BOHORAD THORNBURG PRICE&CAMPION
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4134389
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,004,590
- Income (IRS master file)
- $60,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,820 | $80,594 | $1,004,590 | IRS |
| 990-PF | December 2024 | $44,872 | $80,551 | $951,900 | IRS |
| 990-PF | December 2023 | $36,714 | $72,268 | $927,105 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 47-4134389).
Questions about JACK AND DOROTHY SCHWAB CHARITABLE TRUST
- What is the EIN of JACK AND DOROTHY SCHWAB CHARITABLE TRUST?
- The employer identification number (EIN) of JACK AND DOROTHY SCHWAB CHARITABLE TRUST is 47-4134389.
- Is JACK AND DOROTHY SCHWAB CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to JACK AND DOROTHY SCHWAB CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK AND DOROTHY SCHWAB CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK AND DOROTHY SCHWAB CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK AND DOROTHY SCHWAB CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JACK AND DOROTHY SCHWAB CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $12,553 (MID PENN BANK TRUST DEPARTMENT, CO-TRUSTEE).
- How much revenue does JACK AND DOROTHY SCHWAB CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,820, expenses of $80,594 and total assets of $1,004,590 at year end.
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