Charles C Schwob Tr Uw
- Assets
- $3.5m
- Revenue
- $474.8k
- Investments
- $3.4m
- Employees
- 0
- Location
- Orlando, FL
- Founding
- Data as of
- 12/2021
- EIN
- 55-6016461
Organization Overview
Charles C Schwob Tr Uw is located in Orlando, FL.
For the year ending 12/2021, Charles C Schwob Tr Uw generated $474.8k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 58.3% each year . All expenses for the organization totaled $205.5k during the year ending 12/2021. While expenses have increased by 29.7% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $468 |
| Dividends & Interest | $84,241 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $389,251 |
| Capital Gain Net Income | $389,251 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $853 |
| Total Revenue | $474,813 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $27,636 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,292 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $104 |
| Total operating and administrative expenses | $34,632 |
| Contributions, gifts, grants paid | $170,826 |
| Total expenses and disbursements | $205,458 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $610 |
| Savings and temporary cash investments | $97,448 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,497,622 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,451,012 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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