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Charles And Helen Schwab Foundation is a private trust based in SAN FRANCISCO, CA. The foundation received its IRS ruling in 2001. The principal officer is % Christopher Nelson. It holds total assets of $542.3M. Annual income is reported at $40.5M. The foundation operates in the area of education. According to available records, Charles And Helen Schwab Foundation has made 349 grants totaling $148.3M, with a median grant of $250K. Annual giving has decreased from $56M in 2021 to $33.1M in 2023. Grantmaking activity was highest in 2022 with $59.3M distributed across 170 grants. Individual grants have ranged from $450 to $32.3M, with an average award of $425K. The foundation has supported 139 unique organizations. The foundation primarily supports organizations in California, New York, Colorado, which account for 73% of all grants. Grantmaking reaches organizations across 17 states. Contributions to this foundation are tax-deductible.
Charles And Helen Schwab Foundation primarily funds organizations in the area of education. Based on available records, the foundation has funded 349 grants. Its grantmaking reaches organizations primarily in CA, NY, CO.
Charles And Helen Schwab Foundation has distributed a total of $148.3M across 349 grants. The median grant size is $250K, with an average of $425K. Individual grants have ranged from $450 to $32.3M.
Charles And Helen Schwab Foundation typically selects its grantees rather than accepting unsolicited proposals.
Charles And Helen Schwab Foundation is headquartered in SAN FRANCISCO, CA. While based in CA, the foundation distributes grants to organizations across 17 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Christopher Nelson | Executive Director | $512K | $54K | $566K |
| Kristi Kimball | Former Executive Director | $408K | $0 | $408K |
| Catherine Molnar | ASSISTANT TREASURER | $0 | $0 | $0 |
| Matt Wilsey | Secretary & Trustee | $0 | $0 | $0 |
| Tomiquia Moss | Trustee | $0 | $0 | $0 |
Total Giving
$43.5M
Total Assets
$532M
Fair Market Value
$532M
Net Worth
$508.4M
Grants Paid
$40.9M
Contributions
$0
Net Investment Income
$8.5M
Distribution Amount
$24.5M
Total: $479.6M
Total Grants
349
Total Giving
$148.3M
Average Grant
$425K
Median Grant
$250K
Unique Recipients
139
Most Common Grant
$200K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| RedfHousing & Homelessness | San Francisco, CA | $250K | 2023 |
| Cambiar EducationEducation | San Diego, CA | $4M | 2023 |
| Tipping Point CommunityHousing & Homelessness | San Francisco, CA | $3.4M | 2023 |
| Charter School Growth FundEducation | Broomfield, CO | $1.5M | 2023 |
| Newschools Venture FundEducation | Oakland, CA | $1.2M |
| Charles R Schwab |
| CFO & Treasurer |
| $0 |
| $0 |
| $0 |
| Katie Schwab Paige | BOARD CHAIR, PRESIDENT, TRUSTE | $0 | $0 | $0 |
| April Chou | Trustee | $0 | $0 | $0 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2023 |
| New LeadersEducation | New York, NY | $1M | 2023 |
| Teach For America (Bay Area)Education | Oakland, CA | $1M | 2023 |
| Innovate Public SchoolsEducation | San Jose, CA | $800K | 2023 |
| Oakland ReachEducation | Oakland, CA | $800K | 2023 |
| Kipp FoundationEducation | San Francisco, CA | $750K | 2023 |
| Tides CenterHousing & Homelessness | San Francisco, CA | $600K | 2023 |
| Silicon Schools FundEducation | Oakland, CA | $600K | 2023 |
| Success Academy Charter SchoolsEducation | New York, NY | $500K | 2023 |
| Teach For AmericaEducation | New York, NY | $500K | 2023 |
| Bay Education FundEducation | Oakland, CA | $500K | 2023 |
| Rivet SchoolEducation | Richmond, CA | $500K | 2023 |
| Braven IncEducation | Chicago, IL | $500K | 2023 |
| Transcend IncEducation | Hastingsonhudson, NY | $500K | 2023 |
| Year Up IncHousing & Homelessness | Boston, MA | $400K | 2023 |
| Rocketship Education IncEducation | Redwood City, CA | $400K | 2023 |
| 50can IncEducation | Washington, DC | $400K | 2023 |
| Alder Graduate School Of EducationEducation | Redwood City, CA | $400K | 2023 |
| New Teacher CenterEducation | Santa Cruz, CA | $400K | 2023 |
| Center For Employment OpportunitiesHousing & Homelessness | New York, NY | $400K | 2023 |
| Kipp NorcalEducation | Oakland, CA | $400K | 2023 |
| Greenhouse E3Education | Portland, TX | $400K | 2023 |
| The Center For Black Educator DevelopmentEducation | Elkins Park, PA | $350K | 2023 |
| San Francisco Housing Accelerator FundHousing & Homelessness | San Francisco, CA | $350K | 2023 |
| The Modern Classrooms ProjectEducation | Washington, DC | $350K | 2023 |
| Homeless Prenatal ProgramHousing & Homelessness | San Francisco, CA | $300K | 2023 |
| Nurse Family PartnershipHousing & Homelessness | Denver, CO | $300K | 2023 |
| Ntl Assoc Of Charter School AuthorizersEducation | Chicago, IL | $300K | 2023 |
| Larkin Street Youth ServicesHousing & Homelessness | San Francisco, CA | $300K | 2023 |
| Rex And Margaret Fortune School Of EduEducation | Sacramento, CA | $300K | 2023 |
| First Place For YouthHousing & Homelessness | Oakland, CA | $300K | 2023 |
| Families In ActionEducation | Oakland, CA | $300K | 2023 |
| Episcopal Community Services Of San FrancHousing & Homelessness | San Francisco, CA | $300K | 2023 |
| EdnavigatorEducation | New Orleans, LA | $300K | 2023 |
| TogethersfTrustee | San Francisco, CA | $300K | 2023 |
| Noble Network Of Charter SchoolsEducation | Chicago, IL | $250K | 2023 |
| Urban AlchemyHousing & Homelessness | San Francisco, CA | $250K | 2023 |
| New Schools For New OrleansEducation | New Orleans, LA | $250K | 2023 |
| Gradient LearningEducation | Walnut, CA | $250K | 2023 |
| National Summer School Initiative IncEducation | Brooklyn, NY | $250K | 2023 |
| Brooklyn Navy Yard Development CorporationEducation | Brooklyn, NY | $250K | 2023 |
| Navigator SchoolsEducation | Hollister, CA | $250K | 2023 |
| Educate78 Dba Leadership For LiberationEducation | Oakland, CA | $250K | 2023 |
| New Door VenturesHousing & Homelessness | San Francisco, CA | $250K | 2023 |
| Capital Preparatory SchoolEducation | Bridgeport, CT | $200K | 2023 |
| Relay Graduate School Of EducationEducation | New York, NY | $200K | 2023 |
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