JACK AND DOROTHY SCHWAB CHARITABLE TRUST
Cite this
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Mid Penn Bank Trust Department Institution | CO-TRUSTEE | 2016-2025 | $12,553 | $107,595 | 14 |
| James C Bohorad | CO-TRUSTEE | 2016-2025 | $4,076 | $41,540 | 7 |
| First National Trust Company Institution (former) | CO-TRUSTEE | 2016 | $15,650 | $15,650 | 122 |
People by year
2025 · 2 people listed · 2 paid, $17K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $12,553 | - | $0 | $12,553 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $4,076 | - | $0 | $4,076 | 7 |
2024 · 2 people listed · 2 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $12,125 | - | $0 | $12,125 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $3,970 | - | $0 | $3,970 | 7 |
2023 · 2 people listed · 2 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $11,374 | - | $0 | $11,374 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $3,804 | - | $0 | $3,804 | 7 |
2022 · 2 people listed · 2 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $11,717 | - | $0 | $11,717 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $3,976 | - | $0 | $3,976 | 7 |
2021 · 2 people listed · 2 paid, $17K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $12,835 | - | $0 | $12,835 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $4,229 | - | $0 | $4,229 | 7 |
2020 · 2 people listed · 2 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $11,582 | - | $0 | $11,582 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $3,882 | - | $0 | $3,882 | 7 |
2019 · 2 people listed · 2 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $11,955 | - | $0 | $11,955 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $3,962 | - | $0 | $3,962 | 7 |
2018 · 2 people listed · 2 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $12,324 | - | $0 | $12,324 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $4,133 | - | $0 | $4,133 | 7 |
2017 · 2 people listed · 2 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $11,130 | - | $0 | $11,130 | 14 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $5,322 | - | $0 | $5,322 | 7 |
2016 · 3 people listed · 2 paid, $20K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY Institution | CO-TRUSTEE | 5 | $15,650 | - | $0 | $15,650 | 122 |
| JAMES C BOHORAD | CO-TRUSTEE | 1 | $4,186 | - | $0 | $4,186 | 7 |
| MID PENN BANK TRUST DEPARTMENT Institution | CO-TRUSTEE | 5 | $0 | - | $0 | $0 | 14 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $60,820 | $80,594 | $1,004,590 | $1,004,590 | - | - | $16,629 | - | - |
| 2024 · Form 990PF | ||||||||
| $44,872 | $80,551 | $951,900 | $951,900 | - | - | $16,095 | - | - |
| 2023 · Form 990PF | ||||||||
| $36,714 | $72,268 | $927,105 | $927,105 | - | - | $15,178 | - | - |
| 2022 · Form 990PF | ||||||||
| $34,643 | $49,359 | $929,161 | $929,161 | - | - | $15,693 | - | - |
| 2021 · Form 990PF | ||||||||
| $53,829 | $181,260 | $943,223 | $943,223 | - | - | $17,064 | - | - |
| 2020 · Form 990PF | ||||||||
| $35,692 | $78,850 | $1,003,982 | $1,003,982 | - | - | $15,464 | - | - |
| 2019 · Form 990PF | ||||||||
| $38,953 | $72,108 | $1,070,415 | $1,070,415 | - | - | $15,917 | - | - |
| 2018 · Form 990PF | ||||||||
| $37,716 | $80,827 | $1,105,747 | $1,105,747 | - | - | $16,457 | - | - |
| 2017 · Form 990PF | ||||||||
| $38,534 | $77,094 | $1,141,168 | $1,141,168 | - | - | $16,452 | - | - |
| 2016 · Form 990PF | ||||||||
| $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.
- THOMAS J WEST FAMILY CHARITABLE TR Pottsville, PA · 1 person in common (James C Bohorad)
- SHUCOFSKY AND MALINOWSKY PERPETUAL CHARITABLE TR Pottsville, PA · 1 person in common (James C Bohorad)
- WILL S & ANNA S FOX FOUNDATION Pottsville, PA · 1 person in common (James C Bohorad)
- BEN D SPAGOLIO CHARITABLE TR Pottsville, PA · 1 person in common (James C Bohorad)
- DORIS W ULMER AND CONWAY A ULMER CHARITABLE TRUST Minersville, PA · 1 person in common (James C Bohorad)
- DORIS W ULMER AND CONWAY A ULMER EDUCATIONAL FOUNDATION Minersville, PA · 1 person in common (James C Bohorad)
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| DORIS CRANE CHARITABLE TRUST | PA | T20 | $57,783 | $72,528 | TRUSTEE | $14,773 | Same NTEE code T20, revenue within 2x, same state, similar name |
| BLAIR E BELL CHARITABLE TRUST | PA | T20 | $63,142 | $52,632 | TRUSTEE | $12,928 | Same NTEE code T20, revenue within 2x, same state |
| ALVERTA E SCHOPENE CHARITABLE TR | PA | T20 | $62,915 | $47,204 | TRUSTEE | $12,292 | Same NTEE code T20, revenue within 2x, same state |
| NADINE E RUDISILL CHARITABLE TRUST | PA | T20 | $58,899 | $58,471 | TRUSTEE | $8,652 | Same NTEE code T20, revenue within 2x, same state |
| MAXINE S LAHTI CHARITABLE TR | PA | T20 | $57,384 | $44,943 | TRUSTEE | $9,351 | Same NTEE code T20, revenue within 2x, same state |
| STAGER CHARITABLE TR FBO ZION | PA | T20 | $57,292 | $114,810 | TRUSTEE | $10,492 | Same NTEE code T20, revenue within 2x, same state |
| RINGGOLD AREA VOLUNTEER FIRE COMPANY CHARITABLE TRUST | PA | T20 | $63,411 | $23,631 | TRUSTEE | $2,803 | Same NTEE code T20, revenue within 2x, same state |
| FREDERICK N EGLER CHARITABLE TR | PA | T20 | $58,013 | $46,515 | TRUSTEE | $9,403 | Same NTEE code T20, revenue within 2x, same state |
| DAVID FAM CHARITABLE FOUNDATION | PA | T20 | $61,831 | $44,649 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| DAVID R MCSHANE CHARITABLE FOUNDATION | PA | T20 | $61,496 | $445,860 | TRUSTEE | $28,585 | Same NTEE code T20, revenue within 2x, same state |
| MILTON TENENBAUM CHARITABLE FOUNDATION | PA | T20 | $58,259 | $106,668 | TRUSTEE | $18,186 | Same NTEE code T20, revenue within 2x, same state |
| GEORGE D MARTIN TRUST | PA | T20 | $63,869 | $50,072 | TRUSTEE | $8,973 | Same NTEE code T20, revenue within 2x, same state |
| HAVERSTICK FAMILY TRUST | PA | T20 | $63,044 | $61,406 | TRUSTEE | $11,621 | Same NTEE code T20, revenue within 2x, same state |
| GUSTAVE AND HILDA BIERLEIN TR | PA | T20 | $61,408 | $53,996 | TRUSTEE | $12,270 | Same NTEE code T20, revenue within 2x, same state |
| DR STUART DITTMAR AND WINIFRED DITTMAR MEMORIAL TR | PA | T20 | $60,511 | $53,053 | TRUSTEE | $3,778 | Same NTEE code T20, revenue within 2x, same state |
| ROBERT AND MARY ANN JACOBFOUNDATION | PA | T20 | $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 COLLEGE | PA | T20 | $61,472 | $49,088 | TRUSTEE | $9,886 | Same NTEE code T20, revenue within 2x, same state |
| VERNA LAPELLA TRUST FBO EVANGELICAL LUTHERAN CHURCH | PA | T20 | $58,715 | $42,797 | TRUSTEE | $5,911 | Same NTEE code T20, revenue within 2x, same state |
| THEODORE AND WILDA LEISER FOUNDATION | PA | T20 | $63,583 | $98,210 | TRUSTEE | $18,706 | Same NTEE code T20, revenue within 2x, same state |
| ROBERT AND JUDITH FERREE FOUNDATION | PA | T20 | $61,291 | $89,316 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MARGARET AND DAVID LANGFITT FOUNDATION | PA | T20 | $58,186 | $124,288 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| PAUL AND HEATHER OWENS FOUNDATION INC | PA | T20 | $57,392 | $8,759 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| MILES & ANNA KIEHNER MEM TUA | PA | T20 | $61,024 | $82,047 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| HELEN M WATSON TR FOR SPCA | PA | T20 | $59,319 | $35,108 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| PENNSYLVANIA SPORTS HALL OF FAME BERKS COUNTY CHAPTER | PA | T20 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| MOREL FAMILY FOUNDATION | Private foundation | $48,500 | 7 | 1 | 2017–2023 | CHRISTOPHER M FUGA MEMORIAL FOUNDATION |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $30,000 | 3 | 1 | 2018–2021 | CHRISTOPHER M FUGA MEMORIAL FOUNDATION |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | $7,283 | 1 | 1 | 2019–2019 | CHRISTOPHER M FUGA MEMORIAL FOUNDATION |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | $5,325 | 1 | 1 | 2021–2021 | CHRISTOPHER M FUGA MEMORIAL FOUNDATION |
| EQUITABLE FOUNDATION INC | Private foundation | $1,350 | 2 | 1 | 2023–2024 | CHRISTOPHER M FUGA MEMORIAL FOUNDATION |
| SHARON H LIMAYE FOUNDATION | Private foundation | $1,000 | 1 | 1 | 2023–2023 | CHRISTOPHER M FUGA MEMORIAL FOUNDATION |
| MORGAN STANLEY FOUNDATION INC | Private foundation | $1,000 | 1 | 1 | 2017–2017 | DURHAM LIONS CLUB CHARITABLE FUND |
| ALLSTATE FOUNDATION | Private foundation | $1,000 | 1 | 1 | 2024–2024 | DURHAM LIONS CLUB CHARITABLE FUND |
| AMAZONSMILE FOUNDATION | Private foundation | $10 | 1 | 1 | 2020–2020 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $80,594 | 100% |
2024 · Form 990PF · $80,551 spent · pay $16,095 · grants $63,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $80,551 | 100% |
2023 · Form 990PF · $72,268 spent · pay $15,178 · grants $56,300 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $72,268 | 100% |
2022 · Form 990PF · $49,359 spent · pay $15,693 · grants $33,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $49,359 | 100% |
2021 · Form 990PF · $181,260 spent · pay $17,064 · grants $163,386 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $181,260 | 100% |
2020 · Form 990PF · $78,850 spent · pay $15,464 · grants $62,359 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $78,850 | 100% |
2019 · Form 990PF · $72,108 spent · pay $15,917 · grants $55,274 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $72,108 | 100% |
2018 · Form 990PF · $80,827 spent · pay $16,457 · grants $62,900 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $80,827 | 100% |
2017 · Form 990PF · $77,094 spent · pay $16,452 · grants $59,057 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $77,094 | 100% |
2016 · Form 990PF · $81,405 spent · pay $19,836 · grants $59,405 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $81,405 | 100% |
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