Funder DirectoryCHARLES SCHWAB FOUNDATION
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Private foundation (trust)EIN 943192615Est. 1994-04

CHARLES SCHWAB FOUNDATION

LONE TREE, CO 80124

Accepts unsolicited proposals

Total Assets

$34.9M

FY 2023

Annual Giving

$15.7M

FY 2023

Grants Made

2

FY 2023

Avg Grant

$7.8M

FY 2023

Grant Range

$2.8M–$12.9M

Typical

Deadlines

See pdf attachment for additonal infor…

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$19.2M

Total Expenses

$16.3M

Qualifying Distributions

$16.3M

Distributable Amount

$1.6M

Min. Investment Return

$1.6M

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.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $15.7M in 2023. Hover bars for details.

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

Top Recipients

500 grants

CS CASH GIFTS PAID
$24.2M
2 grants
CS MATCHING GIFTS PAID
$5.9M
2 grants
AMERICAN ONLINE GIVING FOUNDATION
$3.1M
11 grants
BOYS & GIRLS CLUBS OF AMERICA
$849K
6 grants
TEXAS TECH FOUNDATION
$800K
2 grants
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
$800K
2 grants
SIFMA FOUNDATION FOR INVESTOR EDUCATION
$667K
1 grant
TEMPLE UNIVERSITY
$500K
1 grant

Grant Size Distribution

500 grants

<$10K
415
grants
$10–50K
35
grants
$50–250K
25
grants
$250K–1M
21
grants
$1–5M
2
grants
$5M+
2
grants

Geographic Focus

35 states

California
$25.5M
58% of total
Florida
$9.1M
21% of total
Texas
$2.1M
5% of total
Arizona
$2.0M
5% of total
Georgia
$1.2M
3% of total
New York
$897K
2% of total
District of Columbia
$817K
2% of total
Ohio
$601K
1% of total
Pennsylvania
$507K
1% of total
Virginia
$501K
1% of total

+25 more states

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CHARLES SCHWAB FOUNDATION — Grants, Financials & Contact | Grantivo