Charles C Schwob Charitable Trust

ORLANDO, FL EIN: 55-6016461

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 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

+0.0% YoY

Avg Grant Size

$101K

-47.0% YoY

Under IRS private-foundation payout rules, Charles C Schwob Charitable Trust reported a distributable amount of $176K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles C Schwob Charitable Trust

Based on IRS filings

Focus Areas

N/A

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

West Virginia $746K (100%)

States

West Virginia

Cities

Moundsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include First Presbyterian Church ($101,034).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH MOUNDSVILLE, WV	GENERAL OPERATING	$101,034

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

Subject Areas

Focus areas based on grantmaking activity

N/A

Frequently Asked Questions

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 $3.3M in total assets as of 2024.

How large is Charles C Schwob Charitable Trust?

As of 2024, Charles C Schwob Charitable Trust holds $3.3M in total assets with $230K in annual revenue. It awarded 1 grants totaling $101K in 2024.

Where does Charles C Schwob Charitable Trust operate?

Charles C Schwob Charitable Trust has awarded grants in West Virginia.

What size grants does Charles C Schwob Charitable Trust award?

In 2024, Charles C Schwob Charitable Trust awarded 1 grants totaling $101K — an average of about $101K per grant, based on its IRS Form 990 filings.

How much is Charles C Schwob Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles C Schwob Charitable Trust reported a distributable amount of $176K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.