Charles Schwab Foundation

EIN 943192615

Denver, CO 80202 |(720) 895-3400

Total Given 2017–2023
$83.7M
650 grants · $12.0M avg/year
based on 7 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$1K
typical micro grants · $1K–$5K
grant size
0%
transactional · 2/474 multi-year
repeat
$34.9M
Assets (2023)
474
Distinct Recipients

Focus Areas

Education Arts & Culture Human Services Youth Development Community Development

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person Charles Schwab Foundation
Phone (720) 895-3400
Deadlines See PDF attachment for additional information.
How to Apply See PDF attachment for additional information.
Restrictions See PDF attachment for additional information.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2017 $9.0M $6.6M $8.2M 3
2018 $9.6M $8.1M $10.4M 3
2019 N/A $10.2M $9.4M N/A
2020 $17.8M $16.0M $17.5M 637
2021 $17.3M $19.3M $13.0M 3
2022 $14.4M $30.4M $25.7M 2
2023 $15.7M $34.9M $19.2M 2

Grant Size Distribution

Based on 650 grants on record

Minimum
$60
25th Pctl
$1K
Median
$1K
Average
$129K
75th Pctl
$5K
Maximum
$12.9M

Geographic Distribution

Texas Counties Served

22.6% of US grants · Rank #1 of 37 states $3.0M across 146 grants 13 of 254 counties

Top 10 counties

  1. 1 Lubbock 3 grants · $1.3M
  2. 2 Travis 56 grants · $1.1M
  3. 3 Harris 5 grants · $254K
  4. 4 Tarrant 24 grants · $118K
  5. 5 El Paso 16 grants · $67K
  6. 6 Denton 12 grants · $36K
  7. 7 Williamson 9 grants · $20K
  8. 8 Dallas 10 grants · $18K
  9. 9 Bexar 4 grants · $11K
  10. 10 Bastrop 2 grants · $4K
+3 more counties · 5 grants · $4K

Officers & Directors

Grants Awarded (650 total)

Purpose
Cs Cash Gifts Paid San Francisco, CA $12,922,306 VARIOUS 2023
Cs Cash Gifts Paid San Francisco, CA $11,277,330 VARIOUS 2022
Statement 24 San Francisco, CA $9,539,363 VARIOUS 2021
Attachment 13B San Francisco, CA $6,652,562 VARIOUS 2018
Statement 25 San Francisco, CA $5,253,938 VARIOUS 2021
Attachment 17B San Francisco, CA $3,998,395 VARIOUS 2017
Attachment 17C San Francisco, CA $3,228,355 VARIOUS 2017
Cs Matching Gifts Paid Clearwater, FL $3,084,390 VARIOUS 2022
Cs Matching Gifts Paid Clearwater, FL $2,772,556 VARIOUS 2023
Statement 23 Clearwater, FL $2,498,057 VARIOUS 2021
Attachment 13A San Francisco, CA $1,860,468 VARIOUS 2018
Attachment 17A San Francisco, CA $1,798,896 VARIOUS 2017
Attachment 13C San Francisco, CA $1,055,200 VARIOUS 2018
Sifma Foundation for Investor Education Washington, DC $666,667 REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 2020
Sifma Foundation for Investor Education Washington, DC $666,667 FUTURE PAYMENT 2020
Arizona State University Foundation for a New American University Tempe, AZ $500,000 GIFT AGREEMENT 2020
Temple University Philadelphia, PA $500,000 GIFT AGREEMENT 2020
Virginia Tech Foundation Blacksburg, VA $500,000 GIFT AGREEMENT 2020
Texas Tech Foundation Lubbock, TX $500,000 REMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020 2020
University of Akron Foundation Akron, OH $500,000 REMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020 2020
Texas Tech Foundation Lubbock, TX $500,000 FUTURE PAYMENT 2020
University of Akron Foundation Akron, OH $500,000 FUTURE PAYMENT 2020
American Online Giving Foundation Clearwater, FL $471,406 MATCHING GIFTS PAID 2020
Foundation for Financial Planning Washington, DC $400,000 FUTURE PAYMENT 2020
American Online Giving Foundation Clearwater, FL $397,346 MATCHING GIFTS PAID 2020