Charles R. Schwab Foundation

EIN 842512121 Private Foundation

Redwood City, CA 94065 |(415) 795-4842

Total Given 2020–2023
$56.2M
23 grants · $14.0M avg/year
based on 4 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$250K
typical big bets · $200K–$500K
grant size
21%
balanced · 3/14 multi-year
repeat
$18.7M
Assets (2023)
14
Distinct Recipients

About

THE FOUNDATION WAS INCORPORATED IN THE STATE OF DELAWARE. THERE IS NO FILING REQUIREMENT WITH THE STATE OF DELAWARE ATTORNEY GENERAL.

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (415) 795-4842

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2019 N/A $1.2M $1.5M N/A
2020 $1.7M $6.0M $4.9M 5
2021 $1.8M $34.2M $27.7M 7
2022 $6.9M $27.6M $250K 6
2023 $45.8M $18.7M $242K 5

Grant Size Distribution

Based on 23 grants on record

Minimum
$50K
25th Pctl
$200K
Median
$250K
Average
$2.4M
75th Pctl
$500K
Maximum
$40.0M

Geographic Distribution


Texas Counties Served

4.3% of US grants · Rank #4 of 10 states $50K across 1 grant 1 of 254 counties

Top 1 counties

  1. 1 Tarrant 1 grant · $50K

Officers & Directors

Grants Awarded (23 total)

Purpose
Stanford University Stanford, CA $39,995,651 TO SUPPORT FINANCIAL LITERACY COURSE 2023
Stanford University Stanford, CA $5,244,498 Support of Financial Literacy Course 2023
Stanford University Stanford, CA $5,239,852 Support of Financial Literacy Course 2022
Stanford University Stanford, CA $720,000 TO SUPPORT FINANCIAL LITERACY COURSE 2020
Girl Scouts Of The United States Of America New York, NY $500,000 Support the Financial Literacy Badge Relaunch 2021
Girl Scouts Of The United States Of America New York, NY $500,000 Support the Financial Literacy Badge Relaunch 2021
Girl Scouts Of The United States Of America New York, NY $500,000 Support the Financial Literacy Badge Relaunch 2022
Stanford University Stanford, CA $480,000 TO SUPPORT FINANCIAL LITERACY COURSE 2021
Jumpstart Coalition for Pers'l Financial Literacy Hillsboro, NH $350,000 Support of Teacher Scholarships for Annual National Educator Conference 2022
National 4-H Council Chevy Chase, MD $350,000 Support of Expand Smart Cents Digital Programming 2022
Donorschoose New York, NY $300,000 GENERAL SUPPORT OF CURATED FINANCIAL LITERACY KIT 2020
Teach for America New York, NY $250,000 TO SUPPORT PERSONAL FINANCE EDUCATION 2023
Teach for America New York, NY $250,000 TO SUPPORT PERSONAL FINANCE EDUCATION 2023
Council for Economic Education New York, NY $250,000 Support of Moneywise America Pilot with Council for Economic Education Affiliates in Local Markets 2022
Project Glimmer San Francisco, CA $250,000 Support of Financial Literacy Inclusion in Empowerment Academy 2022
Stanford University Stanford, CA $240,000 TO SUPPORT FINANCIAL LITERACY COURSE 2020
Boys and Girls Club of America Atlanta, GA $200,000 GENERAL SUPPORT OF MONEY MATTERS ACTIVITIES 2020
Council for Economic Education Stonington, CT $200,000 GENERAL SUPPORT OF VIRTUAL PROFESSIONAL DEVELOPMENT ACTIVITIES 2020
Council for Economic Education New York, NY $100,000 Support of Personal Finance Course Pilot 2021
Junior Achievement Rocky Mountain Inc Denver, CO $90,000 Support the JA Finance Park 2021
Foundation For Junior Achievement Of Arizona Inc Tempe, AZ $60,000 Support the JA Arizona Finance Park 2021
Junior Achievement of the Chisholm Trail Inc Fort Worth, TX $50,000 Support the JA Finance Park 2021
Jumpstart Coalition for Pers'l Financial Literacy Washington, DC $50,000 To Support Personal Finance Education for Teach for America 2023

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