Private Foundation

CHARLES C SCHWOB CHARITABLE TRUST

CHARLES C SCHWOB CHARITABLE TRUST is a Private Foundation headquartered in ORLANDO, FL. Financial data from the 2025 filing: $222K revenue, $194K expenses, $3.4M total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $971K.

EIN: 556016461 ORLANDO, FL Latest filing: 2025

Total Revenue$222K

Total Expenses$194K

Total Assets$3.4M

Grants Given7

Grant Total$971K

Filing Years2021–2025

Sample Grants Given

FIRST PRESBYTERIAN CHURCH

MOUNDSVILLE, WV · 2025

GENERAL OPERATING

$162,520

FIRST PRESBYTERIAN CHURCH

MOUNDSVILLE, WV · 2024

GENERAL OPERATING

$101,034

FIRST PRESBYTERIAN CHURCH

MOUNDSVILLE, WV · 2023

GENERAL OPERATING

$190,552

FIRST PRESBYTERIAN CHURCH

MOUNDSVILLE, WV · 2022

GENERAL OPERATING

$182,274

FIRST PRESBYTERIAN CHURCH

MOUNDSVILLE, WV · 2021

GENERAL OPERATING

$170,826

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

TRUSTEE Truist Bank

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$908,039 6 grants

RELIGIOUS

$63,219 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$222K	$194K	$3.4M
2024	$230K	$129K	$3.3M
2023	$141K	$216K	$3.2M
2022	$54K	$217K	$3.3M
2021	$475K	$205K	$3.5M

Between 2021 and 2025, reported annual revenue declined from $475K to $222K (-53%), with total assets most recently reported at $3.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WV.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CHARLES C SCHWOB CHARITABLE TRUST

Complete financials, all 7 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports