Jack and Dorothy Schwab Char Trust
Jack and Dorothy Schwab Char Trust is a private foundation, based in Pottsville, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 5 grants totaling $62K. Net investment income was $55K.
Jack and Dorothy Schwab Char Trust at a glance
In short: Jack and Dorothy Schwab Char Trust gave $62K across 5 grants in 2025 (avg $12K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,000
- -1.6% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $12,400
- -1.6% vs 2024
- Median grant
- $1,000
- Total assets
- $1,004,590
- +5.5% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jack and Dorothy Schwab Char Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Reikicats Haven ($30K). Together the top 5 received $62K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 23 grants of 24 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Jack and Dorothy Schwab Char Trust gives
- Giving grew 88% from 2022 to 2025. Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 $33K (2022) to $163K (2021). In 2025 it made 5 grants totaling $62K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Reikicats Haven Shoemakersville, PA | Animal Shelter | $30,000 |
| Downtown Shenandoah Inc Shenandoah, PA | Community Support | $29,000 |
| 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 |
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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 | $1,004,590 | $60,820 | $80,594 | $62,000 | 5 | $62,000 | $54,993 | $61,133 |
| 2024 | $951,900 | $44,872 | $80,551 | $63,000 | 5 | $63,000 | $39,721 | $59,765 |
| 2023 | $927,105 | $36,714 | $72,268 | $56,300 | 5 | $56,300 | $29,960 | $55,588 |
| 2022 | $929,161 | $34,643 | $49,359 | $33,000 | 4 | $33,000 | $28,697 | $57,141 |
| 2021 | $943,223 | $53,829 | $181,260 | $163,386 | 5 | $163,386 | $47,201 | $63,687 |
| 2020 | $1,003,982 | $35,692 | $78,850 | $62,359 | 5 | — | $26,493 | $56,790 |
Under IRS private-foundation payout rules, Jack and Dorothy Schwab Char Trust reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jack and Dorothy Schwab Char Trust is led by James C. Bohorad, Co-Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
James C. Bohorad
Co-Trustee
On filings since 2020
1 hr/week
$4K (2020) → $4K (2025)
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 $4K, to James C Bohorad (Co-Trustee).
Frequently asked questions about Jack and Dorothy Schwab Char Trust
How much does Jack and Dorothy Schwab Char Trust give each year?
Jack and Dorothy Schwab Char Trust gave $62K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 5 grants.
What is Jack and Dorothy Schwab Char Trust's typical grant size?
Jack and Dorothy Schwab Char Trust's median grant in 2025 was $1,000, and its average grant was $12,400, across 5 grants on its 2025 IRS Form 990-PF.
Where does Jack and Dorothy Schwab Char Trust give grants?
Jack and Dorothy Schwab Char Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Shenandoah, PA (4 grants).
Does Jack and Dorothy Schwab Char Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Jack and Dorothy Schwab Char Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Support" (4 grants).
Who are Jack and Dorothy Schwab Char Trust's largest grantees?
Jack and Dorothy Schwab Char Trust's largest 2025 grantees include Reikicats Haven ($30,000), Downtown Shenandoah Inc ($29,000) and Polish American Fire Company 4 ($1,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is Jack and Dorothy Schwab Char Trust?
Jack and Dorothy Schwab Char Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
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