Charles C Schwob Charitable Trust
Charles C Schwob Charitable Trust is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $101K. Net investment income was $218K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
+3.2% YoY
Annual Giving
$101K
-47.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$101K
-47.0% YoY
About Charles C Schwob Charitable Trust
Based on IRS filings
Charles C Schwob Charitable Trust is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $101K. Net investment income was $218K.
Ready to take the next step with Charles C Schwob Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,327,164 | $3,224,773 | $3,298,535 |
| Revenue | $230,463 | $141,002 | $54,116 |
| Expenses | $129,278 | $215,648 | $216,928 |
| Qualifying Distributions | $114,397 | $203,586 | $194,494 |
| Net Investment Income | $217,611 | $124,113 | $64,309 |
| Distributable Amount | $175,884 | $160,088 | $173,482 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 12 | $23,726 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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