Jack and Dorothy Schwab Char Trust

POTTSVILLE, PA EIN: 47-4134389

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ShenandoahShoemakersville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$199K20202021202220232024
Metric202420232022
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

$0$41K$82K$123K$163K5 grants20205 grants20214 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

REIKICATS HAVEN$30KDOWNTOWN SHENANDOAH INC$30KPOLISH AMERICAN FIRE COM…$1KCOLUMBIA HOSE COMPANY$1KRESCUE HOOK & LADDER COM…$1K

Grant Size Distribution

24 grants across all recorded years

23<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

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

JAMES C BOHORADCO-TRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
JAMES C BOHORADCO-TRUSTEE1$3,970

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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