Charles and Helen Schwab Foundation
EIN 943374170 Private Foundation
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 |
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