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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. Total assets have grown from $3.1M in 2011 to $44.7M in 2024. The foundation is governed by 14 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2024. 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 N/A 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.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 N/A to $12.9M.
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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 |
|---|---|---|---|---|
| Laura Gracia Flor | OFFICER - ASSISTANT CORP SECRE | $0 | $0 | N/A |
| Paul Woolway | BOARD OF DIRECTOR | $0 | $0 | N/A |
| Bernie Clark | BOARD OF DIRECTOR | $0 | $0 | N/A |
| Catherine Casey | Board of Director | $0 | $0 | N/A |
| Michael Canady | OFFICER - TREASURER | $0 | $0 | N/A |
| William Gisi | OFFICER - ASSISTANT SECRETARY | $0 | $0 | N/A |
| Steve Anderson | BOARD OF DIRECTOR | $0 | $0 | N/A |
| Neesha Hathi | BOARD OF DIRECTOR | $0 | $0 | N/A |
| Joe Carberry | Board of Director | $0 | $0 | N/A |
| Jamal Modir | SECRETARY | $0 | $0 | N/A |
| Helen H Loh | BOARD OF DIRECTOR | $0 | $0 | N/A |
| Kris Tate | OFFICER - CORPORATE SECRETARY | $0 | $0 | N/A |
| Carrie Schwab-Pomerantz | CHAIR & PRESIDENT, BOD | $0 | $0 | N/A |
| Dennis Howard | Board of Director | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$44.7M
Fair Market Value
N/A
Net Worth
$31.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
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 | 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 |
| Temple UniversityGIFT AGREEMENT | Philadelphia, PA | $500K | 2020 |
| Virginia Tech FoundationGIFT AGREEMENT | Blacksburg, VA | $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 |
| Prairie View A&M FoundationSCHOLARSHIP FUND | Houston, TX | $250K | 2020 |
| Donorschoose Org2020 FINANCIAL LITERACY INNOVATION CHALLENGE AND CLASSROOM REWARDS | New York, NY | $250K | 2020 |
| Grand Canyon UniversityREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 | Phoenix, AZ | $240K | 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 |
| 3rd DecadeREMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020 | Tucson, 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 |
| Boston Charitable Trust FundBOSTON RESILIENCY FUND | Boston, MA | $100K | 2020 |
| Bipartisan Policy Center IncFUNDING OUR FUTURE | Washington, DC | $100K | 2020 |
| MoneythinkMONEYTHINK'S DECIDED: EMPOWERING STUDENT FINANCIAL DECISION-MAKING THROUGH PERSONALIZED & SCALABLE TECHNOLOGY | Berkeley, CA | $100K | 2020 |
| Common Sense MediaCOMPREHENSIVE LEARNING AND PRIVACY EVALUATIONS FOR FINANCIAL LITERACY TOOLS | San Francisco, CA | $100K | 2020 |
| Mile High United Way IncSTATE OF CO COVID-19 RELIEF FUND | Denver, CO | $60K | 2020 |