Nonprofit · EIN 26-1997839
SCHWAB CHARITABLE FOUNDATION
Tax-exempt · OVERLAND PARK, KS 66211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $173,672 | $242,309 | -$68,637 | $2,723,690 | $0 | $2,723,690 |
| December 31, 2024 | 990-PF | $288,297 | $205,591 | $82,706 | $2,790,618 | $0 | $2,790,618 |
| December 31, 2023 | 990-PF | $148,475 | $230,885 | -$82,410 | $2,709,128 | $0 | $2,709,128 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $102,127
- Net gain from sales of assets
- $71,545
Expenses
- Grants and similar amounts paid
- $170,000
- Compensation of officers, directors and key employees
- $42,396
- Disbursements for charitable purposes
- $175,688
- Excise tax on investment income
- $1,538
Balance sheet and other
- Total assets, start of year
- $2,790,618
- Total assets, end of year
- $2,723,690
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,723,690
- Fair market value of assets
- $3,884,535
- Qualifying distributions
- $175,688
- Net investment income
- $173,672
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST TRUST COMPANY 5901 COLLEGE BLVD 100, OVERLAND PARK, KS 66211 | CO-TRUSTEE | 3 | $22,823 |
| MARSHALL H WALDMAN CPA RETIRED 29642 PASEO CAPILLA, VALENCIA, CA 913541665 | CO-TRUSTEE/PRESIDENT | 3 | $18,823 |
| MACKENZIE MADSEN 111 PIXLEY AVE, CORTE MADERA, CA 94925 | BOARD MEMBER | 1 | $750 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST TRUST COMPANY 5901 COLLEGE BLVD 100, OVERLAND PARK, KS 66211 | CO-TRUSTEE | 3 | $22,054 |
| MARSHALL H WALDMAN CPA RETIRED 29642 PASEO CAPILLA, VALENCIA, CA 913541665 | CO-TRUSTEE/PRESIDENT | 3 | $18,055 |
| MACKENZIE MADSEN 111 PIXLEY AVE, CORTE MADERA, CA 94925 | BOARD MEMBER | 1 | $750 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST TRUST COMPANY 5901 COLLEGE BLVD 100, OVERLAND PARK, KS 66211 | CO-TRUSTEE | 3 | $21,230 |
| MARSHALL H WALDMAN CPA RETIRED 2152 IDAHO FALLS DR, HENDERSON, NV 89044 | CO-TRUSTEE/PRESIDENT | 3 | $15,232 |
| MACKENZIE MADSEN 111 PIXLEY AVE, CORTE MADERA, CA 94925 | BOARD MEMBER | 1 | $1,100 |
Address and contacts
- Address (IRS master file)
- 5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211-1834
- In care of
- % MARSHALL H WALDMAN
- Signed the 990-PF
- DAVID YOST, PRESIDENT
- Phone
- (913) 663-0823
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1997839
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,723,690
- Income (IRS master file)
- $564,480
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $173,672 | $242,309 | $2,723,690 | IRS |
| 990-PF | December 2024 | $288,297 | $205,591 | $2,790,618 | IRS |
| 990-PF | December 2023 | $148,475 | $230,885 | $2,709,128 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1997839).
Questions about SCHWAB CHARITABLE FOUNDATION
- What is the EIN of SCHWAB CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SCHWAB CHARITABLE FOUNDATION is 26-1997839.
- Is SCHWAB CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SCHWAB CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWAB CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWAB CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWAB CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SCHWAB CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $22,823 (MIDWEST TRUST COMPANY, CO-TRUSTEE).
- How much revenue does SCHWAB CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $173,672, expenses of $242,309 and total assets of $2,723,690 at year end.
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All nonprofits in OVERLAND PARK · Kansas · Philanthropy, voluntarism and grantmaking foundations