Funder DirectoryCHARLES AND HELEN SCHWAB FOUNDATION
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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

Education

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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

90 grants

Grant sizes from minimum $500 through median $250K to maximum $4M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $33.1M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

321 grants

Tipping Point Community
$8.6M
4 grants
Cambiar Education
$7.5M
2 grants
Child Mind Institute
$4.3M
4 grants
Innovate Public Schools
$3.6M
4 grants
Charter School Growth Fund
$3.5M
3 grants
New Leaders
$3.4M
4 grants
Silicon Schools Fund
$3.4M
4 grants
Pacific Charter School Development
$2.7M
2 grants

Grant Size Distribution

321 grants

<$10K
20
grants
$10–50K
28
grants
$50–250K
151
grants
$250K–1M
102
grants
$1–5M
20
grants
$5M+

Geographic Focus

19 states

California
$67.5M
62% of total
New York
$18.7M
17% of total
Colorado
$5M
5% of total
Massachusetts
$4.1M
4% of total
Illinois
$3.8M
4% of total
District of Columbia
$2.6M
2% of total
Louisiana
$1.8M
2% of total
Texas
$1.4M
1% of total
Connecticut
$1.2M
1% of total
North Carolina
$725K
1% of total

+9 more states

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CHARLES AND HELEN SCHWAB FOUNDATION — Grants, Financials & Contact | Grantivo