Private foundation (trust)EIN 943374170Est. 2001-01
CHARLES AND HELEN SCHWAB FOUNDATION
SAN FRANCISCO, CA 94105
Total Assets
$532.0M
FY 2023
Annual Giving
$33.1M
FY 2023
Grants Made
90
FY 2023
Avg Grant
$367K
FY 2023
Grant Range
$500–$4M
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$20.5M
Total Expenses
$43.5M
Qualifying Distributions
$35.4M
Distributable Amount
$24.5M
Min. Investment Return
$24.7M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
90 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
321 grants
Grant Size Distribution
321 grants
Geographic Focus
19 states
+9 more states
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