Charles and Helen Schwab Foundation
EIN 943374170
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$287.4M
643 grants · $35.9M avg/year
based on 8 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$250K
typical big bets · $100K–$400K
grant size
50%
supporter · 116/232 multi-year
repeat
$532.0M
Assets (2023)
232
Distinct Recipients
About
THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(415) 795-4920
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $28.2M | $400.4M | $13.6M | 81 |
| 2017 | $44.2M | $487.5M | $15.8M | 66 |
| 2018 | $43.6M | $422.1M | $62.8M | 75 |
| 2019 | N/A | $447.7M | $11.2M | N/A |
| 2020 | $34.8M | $471.2M | $23.2M | 115 |
| 2021 | $73.7M | $691.6M | $120.0M | 131 |
| 2022 | $29.6M | $648.0M | $42.6M | 85 |
| 2023 | $33.1M | $532.0M | $20.5M | 90 |
Grant Size Distribution
Based on 643 grants on record
Minimum
$450
25th Pctl
$100K
Median
$250K
Average
$447K
75th Pctl
$400K
Maximum
$32.3M
Geographic Distribution
Texas Counties Served
1.4% of US grants
· Rank #10 of 21 states
$2.9M across
9 grants
3 of 254 counties
Top 3 counties
- 1 Travis
- 2 San Patricio
- 3 Harris
Officers & Directors
KP
Katie Schwab Paige
8+ yrs
Board Chair,President,Trustee
Leadership
CN
Christopher Nelson
2 yrs
Executive Director
Leadership
CS
Charles R Schwab
8+ yrs
CFO & Treasurer
Leadership
CM
Catherine Molnar
8+ yrs
Assistant Treasurer
Leadership
MW
Matt Wilsey
8+ yrs
Secretary & Trustee
Leadership
TM
Tomiquia Moss
2 yrs
Trustee
AC
April Chou
2 yrs
Trustee
KP
Katie Schwab Paige
8+ yrs
Board Chair, President, Truste
Leadership
KK
Kristi Kimball
7 yrs
Former Executive Director
Leadership
CN
Christopher Nelson
2 yrs
Executive Director
Leadership
CS
Charles R Schwab
8+ yrs
CFO & Treasurer
Leadership
CM
Catherine Molnar
8+ yrs
Assistant Treasurer
Leadership
MW
Matt Wilsey
8+ yrs
Secretary & Trustee
Leadership
TM
Tomiquia Moss
2 yrs
Trustee
AC
April Chou
2 yrs
Trustee
KP
Katie Schwab Paige
8+ yrs
Board Chair, President, Truste
Leadership
HS
Helen O Schwab
6 yrs
President
Leadership
KK
Kristi Kimball
7 yrs
Executive Director
Leadership
CS
Charles R Schwab
8+ yrs
CFO & Treasurer
Leadership
CM
Catherine Molnar
8+ yrs
Assistant Treasurer
Leadership
NB
Nancy Bechtle
6 yrs
Secretary & Trustee
Leadership
MW
Matt Wilsey
8+ yrs
Secretary & Trustee
Leadership
HS
Helen O Schwab
6 yrs
President
Leadership
KP
Katie Schwab Paige
8+ yrs
Grants Chair
Leadership
CS
Charles R Schwab
8+ yrs
Chairman
Leadership
KK
Kristi Kimball
7 yrs
Executive Director
Leadership
CM
Catherine Molnar
8+ yrs
Treasurer
Leadership
NB
Nancy Bechtle
6 yrs
Director & Secretary
Leadership
MW
Matt Wilsey
8+ yrs
Board Member
CS
Charles R Schwab
8+ yrs
Chairman
Leadership
KP
Katie Schwab Paige
8+ yrs
Grants Chair
Leadership
HS
Helen O Schwab
6 yrs
President
Leadership
KK
Kristi Kimball
7 yrs
Executive Director
Leadership
CM
Catherine Molnar
8+ yrs
Treasurer
Leadership
NB
Nancy Bechtle
6 yrs
Director & Secretary
Leadership
MW
Matt Wilsey
8+ yrs
Board Member
HS
Helen O Schwab
6 yrs
President
Leadership
KP
Katie Schwab Paige
8+ yrs
Grants Chair
Leadership
CS
Charles R Schwab
8+ yrs
Chairman
Leadership
KK
Kristi Kimball
7 yrs
Executive Director
Leadership
CM
Catherine Molnar
8+ yrs
Treasurer
Leadership
NB
Nancy Bechtle
6 yrs
Director & Secretary
Leadership
MW
Matt Wilsey
8+ yrs
Board Member
HS
Helen O Schwab
6 yrs
President
Leadership
KP
Katie Schwab Paige
8+ yrs
Grants Chair
Leadership
CS
Charles R Schwab
8+ yrs
Chairman
Leadership
KK
Kristi Kimball
7 yrs
Executive Director
Leadership
CM
Catherine Molnar
8+ yrs
Treasurer
Leadership
MW
Matt Wilsey
8+ yrs
Board Member
NB
Nancy Bechtle
6 yrs
Director & Secretart
HS
Helen O Schwab
6 yrs
President
Leadership
CS
Charles R Schwab
8+ yrs
Chairman
Leadership
KP
Katie Schwab Paige
8+ yrs
Grants Chair
Leadership
KK
Kristi Kimball
7 yrs
Executive Director
Leadership
CM
Catherine Molnar
8+ yrs
Treasurer
Leadership
MW
Matt Wilsey
8+ yrs
Board Member
NB
Nancy Bechtle
6 yrs
Director & Secretart
Grants Awarded (643 total)
| Purpose | ||||
|---|---|---|---|---|
| Children's Health Council | Palo Alto, CA | $32,300,000 | K-12 Education | 2021 |
| Tipping Point Community | San Francisco, CA | $10,000,000 | Human Services | 2018 |
| Tipping Point Community | San Francisco, CA | $9,203,690 | Human Services | 2017 |
| Tipping Point Community | San Francisco, CA | $7,500,000 | Chronic Homeless Initiative Funding | 2017 |
| Nantucket Cottage Hospital | Nantucket, MA | $5,000,000 | Capital Campaign for new building | 2017 |
| Cambiar Education | San Diego, CA | $4,000,000 | Education | 2023 |
| Nantucket Cottage Hospital | Nantucket, MA | $4,000,000 | Human Services | 2018 |
| Cambiar Education | San Diego, CA | $3,500,000 | K-12 Education Reform | 2022 |
| Tipping Point Community | San Francisco, CA | $3,500,000 | Human Services | 2021 |
| Tipping Point Community | San Francisco, CA | $3,350,000 | Housing & Homelessness | 2023 |
| New Leaders | New York, NY | $3,000,000 | K-12 Education | 2021 |
| Pacific Charter School Development | Los Angeles, CA | $2,670,000 | K-12 Education Reform | 2018 |
| Pacific Charter School Development Inc | Los Angeles, CA | $1,999,715 | K-12 Education Reform | 2016 |
| Tipping Point Community | San Francisco, CA | $1,900,000 | Human Services | 2022 |
| Tipping Point Community | San Francisco, CA | $1,900,000 | Human Services | 2021 |
| Child Mind Institute | New York, NY | $1,800,000 | Human Services | 2022 |
| Child Mind Institute | New York, NY | $1,800,000 | Disaster Relief & HUMAN SERVICES | 2020 |
| Silicon Schools Fund | Oakland, CA | $1,800,000 | K-12 Education Reform | 2018 |
| Child Mind Institute | New York, NY | $1,750,000 | Human Services | 2021 |
| California Charter Schools Association | Los Angeles, CA | $1,675,850 | K-12 Education | 2017 |
| Tipping Point Community | San Francisco, CA | $1,665,157 | Human Services | 2018 |
| Tipping Point Community | San Francisco, CA | $1,650,000 | Human Services | 2020 |
| Tipping Point Community | San Francisco, CA | $1,650,000 | Human Services | 2016 |
| New Leaders | New York, NY | $1,600,000 | K-12 Education Reform | 2022 |
| Charter School Growth Fund | Broomfield, CO | $1,500,000 | Education | 2023 |