Private foundation (trust)EIN 842512121Est. 2019-11
CHARLES R SCHWAB FOUNDATION
PALM BEACH, FL 33480
Total Assets
$18.7M
FY 2023
Annual Giving
$5.5M
FY 2023
Grants Made
3
FY 2023
Avg Grant
$1.8M
FY 2023
Grant Range
$50K–$5.2M
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$242K
Total Expenses
$26.9M
Qualifying Distributions
$5.6M
Distributable Amount
$879K
Min. Investment Return
$882K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
18 grants
Grant Size Distribution
18 grants
Geographic Focus
10 states
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