Charles Schwab Foundation
Accepts applications
Charles Schwab Foundation is a private foundation in Lone Tree, Colorado. In tax year 2024 it gave $19.7 million in 2 grants; the typical grant was $9.8 million and the largest $17.0 million. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$19.7 million
- Number of grants2
- Typical grant$9.8 million
- Largest grant$17.0 million
- Assets$44.7 million
- New grantees0%
Giving in 2024 was up from $15.7 million the year before.
0% of its 2024 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $15.7 million | 2 | $34.9 million |
| 2024 | $19.7 million | 2 | $44.7 million |
How to apply
| Contact | Charles Schwab Foundation 211 Main Street 16th Floor, San Francisco, CA 94105 |
|---|---|
| Phone or email | (720) 895-3400 |
| What to submit, deadlines, restrictions | See pdf attachment for additonal information |
Where it gives
Its grants went to recipients in 2 states, the most to California.
| State | Grants | Amount |
|---|---|---|
| California | 1 | $17.0 million |
| Florida | 1 | $2.6 million |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| CS Cash Gifts Paid | Various | $17.0 million |
| CS Matching Gifts Paid | Various | $2.6 million |
Officers and trustees
- Bernie Clark
- Helen H Loh
- Paul Woolway
- Michael Canady
- Catherine Casey
- Joe Carberry
- Dennis Howard
- Neesha Hathi
- Kris Tate
- Laura Gracia Flor
- Rick Wurster
- Paul Talbot
- Stacy Niedermeier
- Lisa Hunt
- Jonathan Beatty
Questions people ask
Does Charles Schwab Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: See pdf attachment for additonal information.
How much does Charles Schwab Foundation give?
$19.7 million in tax year 2024, across 2 grants, with a typical grant of $9.8 million.
Who runs Charles Schwab Foundation?
Its 2024 filing lists Bernie Clark (Board of Director), Helen H Loh (Board of Director), Paul Woolway (Board of Director) and Michael Canady (Officer - Treasurer) among 15 officers and trustees.