TD Ameritrade Charitable Fund Inc is located in Omaha, NE. The organization was established in 2019. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. TD Ameritrade Charitable Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
TD AMERITRADE CHARITABLE FUND (THE "CORPORATION") WAS FORMED TO ENCOURAGE PHILANTHROPY AMONG BOTH INDIVIDUALS AND ENTITIES, INCLUDING INDIVIDUALS AND ENTITIES THAT ARE CUSTOMERS/CLIENTS OF TD AMERITRADE HOLDING CORPORATION ("TD AMERITRADE"). IN OCTOBER 2020, THE CHARLES SCHWAB CORPORATION ("CHARLES SCHWAB") ACQUIRED TD AMERITRADE. CHARLES SCHWAB HAS AN ESTABLISHED AND FULLY OPERATIONAL DONOR ADVISED FUND. IN MARCH 2021, THE CORPORATION'S DIRECTORS AUTHORIZED DISSOLUTION. ON MARCH 8, 2021, THE CORPORATION WAS DISSOLVED, HAVING NEVER GONE OPERATIONAL.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Lisa Henoch Director And Member | 0.5 | $0 | |
Sean Wetherbee Director And Member | 0.5 | $0 | |
Susan Heldman Director And Member | 0.5 | $0 | |
Stephen J Boyle Thru 1120 Director | 0.5 | $0 | |
Peter Desilva Thru 1120 Director | 0.5 | $0 | |
Thomas Nally Thru 1120 Director | 0.5 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Membership dues | $0 |
Investment income | $0 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $0 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $0 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $1,882,616 |
Total expenses | $1,897,616 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $0 |
Other assets | $0 |
Total assets | $0 |
Total liabilities | $0 |
Net assets or fund balances | $0 |
Over the last fiscal year, TD Ameritrade Charitable Fund Inc has awarded $1,500,000 in support to 2 organizations.
Grant Recipient | Amount |
---|---|
NAT'L FDN FOR THE CTRS FOR DISEASE CONTR & PREV PURPOSE: COVID-19 RESPONSE | $1,000,000 |
FEEDING AMERICA PURPOSE: COVID-19 RESPONSE | $500,000 |