Charles C Schwob Charitable Trust
Charles C Schwob Charitable Trust is a private foundation focused on N/A, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 1 grant totaling $163K. Net investment income was $208K.
Charles C Schwob Charitable Trust at a glance
In short: Charles C Schwob Charitable Trust gave $163K across 1 grant in 2025 (avg $163K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $162,520
- +60.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $162,520
- +60.9% vs 2024
- Median grant
- $162,520
- Total assets
- $3,354,283
- +0.8% vs 2024
- Primary geography
- West Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Charles C Schwob Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($163K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles C Schwob Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $101K (2020) to $191K (2023). In 2025 it made 1 grant totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Moundsville, WV | General Operating | $162,520 |
Ready to take the next step with Charles C Schwob Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,354,283 | $221,785 | $194,105 | $162,520 | 1 | $176,522 | $207,962 | $185,736 |
| 2024 | $3,327,164 | $230,463 | $129,278 | $101,034 | 1 | $114,397 | $217,611 | $175,884 |
| 2023 | $3,224,773 | $141,002 | $215,648 | $190,552 | 1 | $203,586 | $124,113 | $160,088 |
| 2022 | $3,298,535 | $54,116 | $216,928 | $182,274 | 1 | $194,494 | $64,309 | $173,482 |
| 2021 | $3,451,012 | $474,813 | $205,458 | $170,826 | 1 | $185,244 | $458,463 | $193,672 |
| 2020 | $3,194,128 | $222,539 | $131,830 | $100,833 | 1 | — | $207,949 | $170,155 |
Under IRS private-foundation payout rules, Charles C Schwob Charitable Trust reported a distributable amount of $186K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles C Schwob Charitable Trust's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
12 hrs/week
$28K (2021) → $25K (2025)
Former officers (1)
- Former: Branch Banking And Trust (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $25K, to Truist Bank (Trustee).
Frequently asked questions about Charles C Schwob Charitable Trust
How much does Charles C Schwob Charitable Trust give each year?
Charles C Schwob Charitable Trust gave $163K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 1 grant.
How large is Charles C Schwob Charitable Trust?
Charles C Schwob Charitable Trust reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $186K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Charles C Schwob Charitable Trust?
Charles C Schwob Charitable Trust is a private foundation focused on N/A, based in Orlando, FL. It holds $3.4M in total assets as of 2025.
Where does Charles C Schwob Charitable Trust operate?
Charles C Schwob Charitable Trust has awarded grants in West Virginia.
What is Charles C Schwob Charitable Trust's EIN?
Charles C Schwob Charitable Trust's EIN (Employer Identification Number) is 55-6016461. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Florida
Florida Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Charles C Schwob Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Alys B Baines Charitable Trust
Orlando, FL
Support of first presbyterian church of charleston, West Virginia
Assets
$2.2M
Grants
1
Total Given
$60K
Louise Bowen Morris Charitable Trust First
Raleigh, NC
Assets
$918K
Grants
2
Total Given
$51K
F & M Potter Memorial Fnd
Dallas, TX
Assets
$6.9M
Grants
3
Total Given
$543K
Skriner Family Foundation
Columbus, OH
Assets
$1.0M
Grants
5
Total Given
$24K
Stella Fuller Settlement Inc
Huntington, WV
Assets
$435K
Grants
7
Total Given
$26K
Tr UA Russell Mitchellchildrens Hosp
Dallas, TX
Assets
$552K
Grants
8
Total Given
$23K
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charles C Schwob Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charles C Schwob Charitable Trust down — hundreds of funders to go?