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CHARLES R. SCHWAB FOUNDATION FOR FINANCIAL FREEDOM CORP. - Florida Company Profile

Company Details

Entity Name: CHARLES R. SCHWAB FOUNDATION FOR FINANCIAL FREEDOM CORP.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 Jul 2021 (4 years ago)
Document Number: F21000004332
FEI/EIN Number NOT APPLICABLE

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480, US
Mail Address: P.O. BOX 2226, PALM BEACH, FL, 33480, US
ZIP code: 33480
County: Palm Beach
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
SCHWAB CHARLES R President 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
SCHWAB CHARLES R Director 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
SCHWAB CHARLES R Chairman 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
SCHWAB-POMERANTZ CAROLYN Secretary 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
SCHWAB-POMERANTZ CAROLYN Director 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
BETTINGER WALTER WII Director 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
MOLNAR CATHERINE A Treasurer 440 ROYAL PALM WAY, STE. 203, PALM BEACH, FL, 33480
CORPORATION SERVICE COMPANY Agent -

Documents

Name Date
ANNUAL REPORT 2025-02-04
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-02-27
ANNUAL REPORT 2022-02-24
Foreign Profit 2021-07-30
Foreign Not for Profit 2021-07-30

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
84-2512121 Corporation Unconditional Exemption PO BOX 2226, PALM BEACH, FL, 33480-2226 2019-11
In Care of Name % CATHERINE A MOLNAR
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 100,000 to 499,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 18684802
Income Amount 241594
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_84-2512121_CHARLESRSCHWABFOUNDATIONFORFINANCIALFREEDOM_08022019_01.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM
EIN 84-2512121
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM
EIN 84-2512121
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM
EIN 84-2512121
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM
EIN 84-2512121
Tax Period 201912
Filing Type E
Return Type 990PF
File View File

Date of last update: 01 Apr 2025

Sources: Florida Department of State