Jack and Dorothy Schwab Char Trust
Jack and Dorothy Schwab Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTTSVILLE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $952K in total assets. In 2024, it awarded 5 grants totaling $63K. Net investment income was $40K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$952K
+2.7% YoY
Annual Giving
$63K
+11.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$13K
+11.9% YoY
Under IRS private-foundation payout rules, Jack and Dorothy Schwab Char Trust reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.
About Jack and Dorothy Schwab Char Trust
Based on IRS filings
Jack and Dorothy Schwab Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTTSVILLE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $952K in total assets. In 2024, it awarded 5 grants totaling $63K. Net investment income was $40K.
Focus Areas
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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 | $951,900 | $927,105 | $929,161 |
| Revenue | $44,872 | $36,714 | $34,643 |
| Expenses | $80,551 | $72,268 | $49,359 |
| Qualifying Distributions | $63,000 | $56,300 | $33,000 |
| Net Investment Income | $39,721 | $29,960 | $28,697 |
| Distributable Amount | $59,765 | $55,588 | $57,141 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Reikicats Haven ($30,000), Downtown Shenandoah Inc ($30,000), Polish American Fire Company 4 ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| REIKICATS HAVEN SHOEMAKERSVILLE, PA | ANIMAL SHELTER | $30,000 |
| POLISH AMERICAN FIRE COMPANY 4 SHENANDOAH, PA | COMMUNITY SUPPORT | $1,000 |
| COLUMBIA HOSE COMPANY SHENANDOAH, PA | COMMUNITY SUPPORT | $1,000 |
| RESCUE HOOK & LADDER COMPANY SHENANDOAH, PA | COMMUNITY SUPPORT | $1,000 |
| DOWNTOWN SHENANDOAH INC SHENANDOAH, PA | COMMUNITY SUPPORT | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $3,970 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jack and Dorothy Schwab Char Trust?
Jack and Dorothy Schwab Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTTSVILLE, PA. It holds $952K in total assets as of 2024.
How large is Jack and Dorothy Schwab Char Trust?
As of 2024, Jack and Dorothy Schwab Char Trust holds $952K in total assets with $45K in annual revenue. It awarded 5 grants totaling $63K in 2024.
Where does Jack and Dorothy Schwab Char Trust operate?
Jack and Dorothy Schwab Char Trust has awarded grants in Pennsylvania.
What size grants does Jack and Dorothy Schwab Char Trust award?
In 2024, Jack and Dorothy Schwab Char Trust awarded 5 grants totaling $63K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Jack and Dorothy Schwab Char Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jack and Dorothy Schwab Char Trust reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jack and Dorothy Schwab Char Trust's EIN?
Jack and Dorothy Schwab Char Trust's EIN (Employer Identification Number) is 47-4134389. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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