//
Charles Schwab Corporation Foundation is a private corporation based in LONE TREE, CO. The foundation received its IRS ruling in 1994. The principal officer is % Mark Keller. It holds total assets of $44.7M. Annual income is reported at $24.8M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Charles Schwab Corporation Foundation has made 643 grants totaling $58.8M, with a median grant of $1K. The foundation has distributed between $14.3M and $28.7M annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $28.7M distributed across 4 grants. Individual grants have ranged from $60 to $12.9M, with an average award of $93K. The foundation has supported 459 unique organizations. The foundation primarily supports organizations in California, Florida, Texas, which account for 49% of all grants. Grantmaking reaches organizations across 37 states. Contributions to this foundation are tax-deductible.
Charles Schwab Corporation Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 643 grants. Its grantmaking reaches organizations primarily in CA, FL, TX.
Charles Schwab Corporation Foundation has distributed a total of $58.8M across 643 grants. The median grant size is $1K, with an average of $93K. Individual grants have ranged from $60 to $12.9M.
The application deadline is SEE PDF ATTACHMENT FOR ADDITONAL INFORMATION. SEE PDF ATTACHMENT FOR ADDITONAL INFORMATION.
Charles Schwab Corporation Foundation is headquartered in LONE TREE, CO. While based in CO, the foundation distributes grants to organizations across 37 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Paul Woolway | BOARD OF DIRECTOR | $0 | $0 | $0 |
| Steve Anderson | BOARD OF DIRECTOR | $0 | $0 | $0 |
| Neesha Hathi | BOARD OF DIRECTOR | $0 | $0 | $0 |
| Joe Carberry | Board of Director | $0 | $0 | $0 |
| Jamal Modir | SECRETARY | $0 | $0 | $0 |
Total Giving
$16.3M
Total Assets
$34.9M
Fair Market Value
$34.9M
Net Worth
$26.7M
Grants Paid
$15.7M
Contributions
$18.4M
Net Investment Income
$787K
Distribution Amount
$1.6M
Total Grants
643
Total Giving
$58.8M
Average Grant
$93K
Median Grant
$1K
Unique Recipients
459
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Unleashed Productions Inc$AVVY DOCUMENTARY | Tiburon, CA | $150K | 2020 |
| Society Of St Vincent De PaulEMERGENCY RESPONSE FUND | Phoenix, AZ | $60K | 2020 |
| Cs Cash Gifts PaidVARIOUS | San Francisco, CA | $12.9M | 2023 |
| Cs Matching Gifts PaidVARIOUS | Clearwater, FL | $2.8M | 2023 |
| Sifma Foundation For Investor EducationREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 |
Other foundations that have funded Charles Schwab Corporation Foundation.
| Funder | Amount | Year | Purpose |
|---|---|---|---|
| Alice Shaw Farber Trust Uw | $13K | 2022 | SCHOLARSHIP |
| Alice Shaw Farber Trust Uw | $11K | 2020 | SCHOLARSHIP |
| Helen H Loh |
| BOARD OF DIRECTOR |
| $0 |
| $0 |
| $0 |
| Kris Tate | OFFICER - CORPORATE SECRETARY | $0 | $0 | $0 |
| Carrie Schwab-Pomerantz | CHAIR & PRESIDENT, BOD | $0 | $0 | $0 |
| Dennis Howard | Board of Director | $0 | $0 | $0 |
| Laura Gracia Flor | OFFICER - ASSISTANT CORP SECRE | $0 | $0 | $0 |
| William Gisi | OFFICER - ASSISTANT SECRETARY | $0 | $0 | $0 |
| Michael Canady | OFFICER - TREASURER | $0 | $0 | $0 |
| Catherine Casey | Board of Director | $0 | $0 | $0 |
| Bernie Clark | BOARD OF DIRECTOR | $0 | $0 | $0 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| Washington, DC |
| $667K |
| 2020 |
| Texas Tech FoundationREMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020 | Lubbock, TX | $500K | 2020 |
| Arizona State University Foundation For A New American UniversityGIFT AGREEMENT | Tempe, AZ | $500K | 2020 |
| University Of Akron FoundationREMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020 | Akron, OH | $500K | 2020 |
| Virginia Tech FoundationGIFT AGREEMENT | Blacksburg, VA | $500K | 2020 |
| Temple UniversityGIFT AGREEMENT | Philadelphia, PA | $500K | 2020 |
| American Online Giving FoundationMATCHING GIFTS PAID | Clearwater, FL | $471K | 2020 |
| Leland Stanford Junior UniversityREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 | Stanford, CA | $375K | 2020 |
| Univ Of Texas Foundation For The Benefit Of Uoftexas At AustinREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 | Austin, TX | $360K | 2020 |
| National Foundation For The Ctrs For Disease Contr & Prevention IncEMERGENCY RESPONSE FUND | Atlanta, GA | $350K | 2020 |
| Sifma FoundationFALL 2020 TO SPRING 2023 CHARITABLE PLEDGE | New York, NY | $333K | 2020 |
| Boys & Girls Clubs Of AmericaJULY TO DECEMBER 2020 AGREEMENT | Atlanta, GA | $300K | 2020 |
| University Of Texas FoundationCHARTIABLE PLEDGE AGREEMENT 2020-2022 | Austin, TX | $290K | 2020 |
| Donorschoose Org2020 FINANCIAL LITERACY INNOVATION CHALLENGE AND CLASSROOM REWARDS | New York, NY | $250K | 2020 |
| Prairie View A&M FoundationSCHOLARSHIP FUND | Houston, TX | $250K | 2020 |
| Grand Canyon UniversityREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 | Phoenix, AZ | $240K | 2020 |
| 3rd DecadeREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 | Tucson, AZ | $200K | 2020 |
| North Carolina A & T University Foundation IncSCHOLARSHIP FUND | Greensboro, NC | $200K | 2020 |
| Arizona State UniversityREMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020 | Tempe, AZ | $200K | 2020 |
| The Board Of Trustees Of The Leland Stanford Junior UniversityMIND OVER MONEY FINANCIAL LITERACY PROGRAM, 2018-19 AND 2019-20 ACADEMIC YEARS | Stanford, CA | $125K | 2020 |
| 3rd Decade IncCHARITABLE PLEDGE AGREEMENT (2020-2022) | Tucson, AZ | $100K | 2020 |
| MoneythinkMONEYTHINK'S DECIDED: EMPOWERING STUDENT FINANCIAL DECISION-MAKING THROUGH PERSONALIZED & SCALABLE TECHNOLOGY | Berkeley, CA | $100K | 2020 |
| Bipartisan Policy Center IncFUNDING OUR FUTURE | Washington, DC | $100K | 2020 |
| Common Sense MediaCOMPREHENSIVE LEARNING AND PRIVACY EVALUATIONS FOR FINANCIAL LITERACY TOOLS | San Francisco, CA | $100K | 2020 |
| Boston Charitable Trust FundBOSTON RESILIENCY FUND | Boston, MA | $100K | 2020 |
| San Francisco FoundationCOVID-19 EMERGENCY RESPOND FUND | San Francisco, CA | $60K | 2020 |
| Tarrant Area Food BankEMERGENCY RESPONSE FUND | Fort Worth, TX | $60K | 2020 |
| Mile High United Way IncSTATE OF CO COVID-19 RELIEF FUND | Denver, CO | $60K | 2020 |
| Youth Business UsaGENERAL OPERATIONS | Oakland, CA | $50K | 2020 |
| Earn To LearnEARN TO LEARN | Tucson, AZ | $50K | 2020 |
| Boys & Girls Clubs Of San FranciscoMONEY MATTERS FINANCIAL LITERACY | San Francisco, CA | $50K | 2020 |
| American National Red CrossWESTERN US FIRE RELIEF | San Francisco, CA | $50K | 2020 |
| Best PrepSTOCK MARKET GAME MINNESOTA - CHARITABLE PLEDGE AGREEMENT | Brooklyn Park, MN | $50K | 2020 |
| Blackfem IncWEALTHRISE | Lexington, KY | $50K | 2020 |
| Bethune-Cookman UniversitySCHOLARSHIP FUND | Daytona Beach, FL | $50K | 2020 |
| Akron-Canton Regional Food BankEMERGENCY RESPONSE FUND | Akron, OH | $45K | 2020 |
| Second Harvest Food Bank Of Central FloridaEMERGENCY RESPONSE FUND | Orlando, FL | $45K | 2020 |
| El Pasoans Fighting HungerEMERGENCY RESPONSE FUND | El Paso, TX | $45K | 2020 |
| Gleaners Food Bank Of IndianaEMERGENCY RESPONSE FUND | Indianapolis, IN | $45K | 2020 |
| United Way Of Metropolitan Chicago IncCOVID RESPONSE FUND | Chicago, IL | $45K | 2020 |
| Capital Area Food Bank Of TexasEMERGENCY RESPONSE FUND | Austin, TX | $45K | 2020 |
| Arizona Council On Economic EducationACCESS TO FINANCIAL EDUCATION FOR ALL ARIZONA CHILDREN | Phoenix, AZ | $35K | 2020 |
| Junior Achievement Rocky MountainGENERAL OPERATIONS | Denver, CO | $35K | 2020 |
| Operation HopeTEACHER CONFIDENCE SURVEY II | Atlanta, GA | $35K | 2020 |
| Council For Economic EducationGENERAL OPERATIONS | New York, NY | $25K | 2020 |
| Boys And Girls Club DenverGENERAL OPERATIONS | Denver, CO | $25K | 2020 |
© 2026 Granted AI