JACK AND DOROTHY SCHWAB CHARITABLE TRUST

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Plain text JACK AND DOROTHY SCHWAB CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2016–2025. https://furp.org/org/jack-and-dorothy-schwab-charitable-trust-474134389. Retrieved 2026-10-29.

APA furp.org. (n.d.). JACK AND DOROTHY SCHWAB CHARITABLE TRUST [Nonprofit organization profile; tax years 2016–2025]. Retrieved October 29, 2026, from https://furp.org/org/jack-and-dorothy-schwab-charitable-trust-474134389

MLA “JACK AND DOROTHY SCHWAB CHARITABLE TRUST.” furp.org, tax years 2016–2025, https://furp.org/org/jack-and-dorothy-schwab-charitable-trust-474134389. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2016–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $61K · expenses $81K · assets $1.0M

Also known as
C/O MID PENN BANK TRUST DEPARTMENT
EIN
47-4134389
Address
PO BOX 660, POTTSVILLE, PA 17901-0660
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
July 2015 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Mid Penn Bank Trust Department Institution CO-TRUSTEE2016-2025 $12,553$107,595 14
James C Bohorad CO-TRUSTEE2016-2025 $4,076$41,540 7
First National Trust Company Institution (former) CO-TRUSTEE2016 $15,650$15,650 122

People by year

2025 · 2 people listed · 2 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $12,553-$0 $12,55314
JAMES C BOHORAD CO-TRUSTEE1 $4,076-$0 $4,0767
2024 · 2 people listed · 2 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $12,125-$0 $12,12514
JAMES C BOHORAD CO-TRUSTEE1 $3,970-$0 $3,9707
2023 · 2 people listed · 2 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $11,374-$0 $11,37414
JAMES C BOHORAD CO-TRUSTEE1 $3,804-$0 $3,8047
2022 · 2 people listed · 2 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $11,717-$0 $11,71714
JAMES C BOHORAD CO-TRUSTEE1 $3,976-$0 $3,9767
2021 · 2 people listed · 2 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $12,835-$0 $12,83514
JAMES C BOHORAD CO-TRUSTEE1 $4,229-$0 $4,2297
2020 · 2 people listed · 2 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $11,582-$0 $11,58214
JAMES C BOHORAD CO-TRUSTEE1 $3,882-$0 $3,8827
2019 · 2 people listed · 2 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $11,955-$0 $11,95514
JAMES C BOHORAD CO-TRUSTEE1 $3,962-$0 $3,9627
2018 · 2 people listed · 2 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $12,324-$0 $12,32414
JAMES C BOHORAD CO-TRUSTEE1 $4,133-$0 $4,1337
2017 · 2 people listed · 2 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $11,130-$0 $11,13014
JAMES C BOHORAD CO-TRUSTEE1 $5,322-$0 $5,3227
2016 · 3 people listed · 2 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST NATIONAL TRUST COMPANY Institution CO-TRUSTEE5 $15,650-$0 $15,650122
JAMES C BOHORAD CO-TRUSTEE1 $4,186-$0 $4,1867
MID PENN BANK TRUST DEPARTMENT Institution CO-TRUSTEE5 $0-$0 $014

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 5 grants to organizations · $62K
2024 · 5 grants to organizations · $63K
2023 · 5 grants to organizations · $56K
2022 · 4 grants to organizations · $33K
2021 · 5 grants to organizations · $163K
2020 · 5 grants to organizations · $62K
2019 · 6 grants to organizations · $55K
2018 · 7 grants to organizations · $63K
2017 · 6 grants to organizations · $59K
2016 · 7 grants to organizations · $59K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$60,820$80,594 $1,004,590$1,004,590 -- $16,629--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$44,872$80,551 $951,900$951,900 -- $16,095--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$36,714$72,268 $927,105$927,105 -- $15,178--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$34,643$49,359 $929,161$929,161 -- $15,693--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$53,829$181,260 $943,223$943,223 -- $17,064--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$35,692$78,850 $1,003,982$1,003,982 -- $15,464--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$38,953$72,108 $1,070,415$1,070,415 -- $15,917--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$37,716$80,827 $1,105,747$1,105,747 -- $16,457--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$38,534$77,094 $1,141,168$1,141,168 -- $16,452--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$29,874$81,405 $1,179,620$1,179,620 -- $19,836--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DORIS CRANE CHARITABLE TRUSTPAT20 $57,783$72,528 TRUSTEE$14,773 Same NTEE code T20, revenue within 2x, same state, similar name
BLAIR E BELL CHARITABLE TRUSTPAT20 $63,142$52,632 TRUSTEE$12,928 Same NTEE code T20, revenue within 2x, same state
ALVERTA E SCHOPENE CHARITABLE TRPAT20 $62,915$47,204 TRUSTEE$12,292 Same NTEE code T20, revenue within 2x, same state
NADINE E RUDISILL CHARITABLE TRUSTPAT20 $58,899$58,471 TRUSTEE$8,652 Same NTEE code T20, revenue within 2x, same state
MAXINE S LAHTI CHARITABLE TRPAT20 $57,384$44,943 TRUSTEE$9,351 Same NTEE code T20, revenue within 2x, same state
STAGER CHARITABLE TR FBO ZIONPAT20 $57,292$114,810 TRUSTEE$10,492 Same NTEE code T20, revenue within 2x, same state
RINGGOLD AREA VOLUNTEER FIRE COMPANY CHARITABLE TRUSTPAT20 $63,411$23,631 TRUSTEE$2,803 Same NTEE code T20, revenue within 2x, same state
FREDERICK N EGLER CHARITABLE TRPAT20 $58,013$46,515 TRUSTEE$9,403 Same NTEE code T20, revenue within 2x, same state
DAVID FAM CHARITABLE FOUNDATIONPAT20 $61,831$44,649 Trustee$0 Same NTEE code T20, revenue within 2x, same state
DAVID R MCSHANE CHARITABLE FOUNDATIONPAT20 $61,496$445,860 TRUSTEE$28,585 Same NTEE code T20, revenue within 2x, same state
MILTON TENENBAUM CHARITABLE FOUNDATIONPAT20 $58,259$106,668 TRUSTEE$18,186 Same NTEE code T20, revenue within 2x, same state
GEORGE D MARTIN TRUSTPAT20 $63,869$50,072 TRUSTEE$8,973 Same NTEE code T20, revenue within 2x, same state
HAVERSTICK FAMILY TRUSTPAT20 $63,044$61,406 TRUSTEE$11,621 Same NTEE code T20, revenue within 2x, same state
GUSTAVE AND HILDA BIERLEIN TRPAT20 $61,408$53,996 TRUSTEE$12,270 Same NTEE code T20, revenue within 2x, same state
DR STUART DITTMAR AND WINIFRED DITTMAR MEMORIAL TRPAT20 $60,511$53,053 TRUSTEE$3,778 Same NTEE code T20, revenue within 2x, same state
ROBERT AND MARY ANN JACOBFOUNDATIONPAT20 $63,495$69,250 PRESIDENT, TREASURER & DIRECTOR$9,625 Same NTEE code T20, revenue within 2x, same state
MIRIAM A BECHTEL TR UW SCHOLARSHIP FUND FOR COLLEGEPAT20 $61,472$49,088 TRUSTEE$9,886 Same NTEE code T20, revenue within 2x, same state
VERNA LAPELLA TRUST FBO EVANGELICAL LUTHERAN CHURCHPAT20 $58,715$42,797 TRUSTEE$5,911 Same NTEE code T20, revenue within 2x, same state
THEODORE AND WILDA LEISER FOUNDATIONPAT20 $63,583$98,210 TRUSTEE$18,706 Same NTEE code T20, revenue within 2x, same state
ROBERT AND JUDITH FERREE FOUNDATIONPAT20 $61,291$89,316 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MARGARET AND DAVID LANGFITT FOUNDATIONPAT20 $58,186$124,288 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
PAUL AND HEATHER OWENS FOUNDATION INCPAT20 $57,392$8,759 Trustee$0 Same NTEE code T20, revenue within 2x, same state
MILES & ANNA KIEHNER MEM TUAPAT20 $61,024$82,047 Trustee$0 Same NTEE code T20, revenue within 2x, same state
HELEN M WATSON TR FOR SPCAPAT20 $59,319$35,108 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
PENNSYLVANIA SPORTS HALL OF FAME BERKS COUNTY CHAPTERPAT20 $61,766$64,397 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MOREL FAMILY FOUNDATION Private foundation$48,5007 12017–2023 CHRISTOPHER M FUGA MEMORIAL FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$30,0003 12018–2021 CHRISTOPHER M FUGA MEMORIAL FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$7,2831 12019–2019 CHRISTOPHER M FUGA MEMORIAL FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$5,3251 12021–2021 CHRISTOPHER M FUGA MEMORIAL FOUNDATION
EQUITABLE FOUNDATION INC Private foundation$1,3502 12023–2024 CHRISTOPHER M FUGA MEMORIAL FOUNDATION
SHARON H LIMAYE FOUNDATION Private foundation$1,0001 12023–2023 CHRISTOPHER M FUGA MEMORIAL FOUNDATION
MORGAN STANLEY FOUNDATION INC Private foundation$1,0001 12017–2017 DURHAM LIONS CLUB CHARITABLE FUND
ALLSTATE FOUNDATION Private foundation$1,0001 12024–2024 DURHAM LIONS CLUB CHARITABLE FUND
AMAZONSMILE FOUNDATION Private foundation$101 12020–2020 DURHAM LIONS CLUB CHARITABLE FUND

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $80,594 spent · pay $16,629 · grants $62,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,000 76.9%
Pay: officers, directors, trustees $16,629 20.6%
Taxes $1,435 1.8%
Fees: accounting $530 0.7%
Total$80,594100%

View the filing

2024 · Form 990PF · $80,551 spent · pay $16,095 · grants $63,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $63,000 78.2%
Pay: officers, directors, trustees $16,095 20.0%
Taxes $931 1.2%
Fees: accounting $525 0.7%
Total$80,551100%

View the filing

2023 · Form 990PF · $72,268 spent · pay $15,178 · grants $56,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $56,300 77.9%
Pay: officers, directors, trustees $15,178 21.0%
Fees: accounting $525 0.7%
Taxes $265 0.4%
Total$72,268100%

View the filing

2022 · Form 990PF · $49,359 spent · pay $15,693 · grants $33,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $33,000 66.9%
Pay: officers, directors, trustees $15,693 31.8%
Fees: accounting $515 1.0%
Taxes $151 0.3%
Total$49,359100%

View the filing

2021 · Form 990PF · $181,260 spent · pay $17,064 · grants $163,386 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $163,386 90.1%
Pay: officers, directors, trustees $17,064 9.4%
Fees: accounting $515 0.3%
Taxes $295 0.2%
Total$181,260100%

View the filing

2020 · Form 990PF · $78,850 spent · pay $15,464 · grants $62,359 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,359 79.1%
Pay: officers, directors, trustees $15,464 19.6%
Taxes $522 0.7%
Fees: accounting $505 0.6%
Total$78,850100%

View the filing

2019 · Form 990PF · $72,108 spent · pay $15,917 · grants $55,274 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $55,274 76.7%
Pay: officers, directors, trustees $15,917 22.1%
Fees: accounting $505 0.7%
Taxes $412 0.6%
Total$72,108100%

View the filing

2018 · Form 990PF · $80,827 spent · pay $16,457 · grants $62,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,900 77.8%
Pay: officers, directors, trustees $16,457 20.4%
Taxes $970 1.2%
Fees: accounting $500 0.6%
Total$80,827100%

View the filing

2017 · Form 990PF · $77,094 spent · pay $16,452 · grants $59,057 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $59,057 76.6%
Pay: officers, directors, trustees $16,452 21.3%
Taxes $750 1.0%
Fees: accounting $500 0.6%
Fees: legal $335 0.4%
Total$77,094100%

View the filing

2016 · Form 990PF · $81,405 spent · pay $19,836 · grants $59,405 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $59,405 73.0%
Pay: officers, directors, trustees $19,836 24.4%
Taxes $956 1.2%
Fees: legal $654 0.8%
Fees: accounting $554 0.7%
Total$81,405100%

View the filing

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