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Also known as: SCHWAB SR CHARITABLE FOUNDATION
Schwab Charitable Foundation is a private trust based in OVERLAND PARK, KS. The foundation received its IRS ruling in 2010. The principal officer is % Marshall H Waldman. It holds total assets of $2.8M. Annual income is reported at $961K. THE FOUNDATION DOES NOT HAVE SPECIFIC DIRECT CHARITABLE ACTIVITIES. IT CONTRIBUTES TO VARIOUS CHARITABLE ORGANIZATIONS. According to available records, Schwab Charitable Foundation has made 18 grants totaling $490K, with a median grant of $15K. Annual giving has grown from $140K in 2020 to $350K in 2022. Individual grants have ranged from $10K to $100K, with an average award of $27K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in Washington and South Dakota and Oregon. Contributions to this foundation are tax-deductible.
THE FOUNDATION DOES NOT HAVE SPECIFIC DIRECT CHARITABLE ACTIVITIES. IT CONTRIBUTES TO VARIOUS CHARITABLE ORGANIZATIONS.
THE FOUNDATION DOES NOT HAVE SPECIFIC DIRECT CHARITABLE ACTIVITIES. IT CONTRIBUTES TO VARIOUS CHARITABLE ORGANIZATIONS. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in WA, SD, OR.
Schwab Charitable Foundation has distributed a total of $490K across 18 grants. The median grant size is $15K, with an average of $27K. Individual grants have ranged from $10K to $100K.
Schwab Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Schwab Charitable Foundation is headquartered in OVERLAND PARK, KS. While based in KS, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Marshall H Waldman Cpa Retired | CO-TRUSTEE/PRESIDENT | $15K | $0 | $15K |
| Mackenzie Madsen | BOARD MEMBER | $1K | $0 | $1K |
Total Giving
$231K
Total Assets
$2.7M
Fair Market Value
$3.4M
Net Worth
$2.7M
Grants Paid
$165K
Contributions
$0
Net Investment Income
$106K
Distribution Amount
$162K
Total Grants
18
Total Giving
$490K
Average Grant
$27K
Median Grant
$15K
Unique Recipients
11
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Dakota Wesleyan UniversityTO FURTHER CHARITABLE PURPOSES | Mitchell, SD | $100K | 2022 |
| Clark County Veterans Assistance CenterUNRESTRICTED HOUSING & EMERGENCY FUNDS | Vancouver, WA | $20K | 2022 |
| Community Health PartnersPOP UP MEDICAL CLINICS | Longview, WA | $15K | 2022 |
| Catholic Community Services Volunteer Services Of Sw WashingtonVOLUNTEER (CHORE) PROGRAM VS/#02-853 | Tacoma, WA | $10K | 2022 |
| Community Military Appreciation CommitteePACIFIC NW GOLD STAR SCHOLARSHIP FUND #5205 | Vancouver, WA |
Other foundations that have funded Schwab Charitable Foundation.
| Funder | Amount | Year | Purpose |
|---|---|---|---|
| Bialis Charitable Trust | $1.3M | 2023 | DONOR ADVISED FUND |
| Bialis Charitable Trust | $100K | 2023 | DONOR ADVISED FUND |
| Barbara & Edward Schlussel Foundation Inc. | $40K | 2023 | GENERAL SUPPORT |
| Heizer Foundation | $20K | 2023 | GENERAL SUPPORT |
| Barbara & Edward Schlussel Foundation Inc. |
NEW YORK, NY
SARATOGA SPGS, NY
NEW YORK, NY
ALBANY, NY
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| $10K |
| 2022 |
| Elks National Foundation IncVANCOUVER ELKS WELCOME HOME KITS PROGRAM | South Bend, WA | $10K | 2022 |
| Free Clinic Of Sw WashingtonPROJECT ACCESS PROGRAM | Vancouver, WA | $10K | 2022 |
| Friends Of The ChildrenTO FURTHER CHARITABLE PURPOSES | Portland, OR | $35K | 2020 |
| Ywca Clark CountyTO FURTHER CHARITABLE PURPOSES | Vancouver, WA | $35K | 2020 |
| Lighthouse Resource CenterTO FURTHER CHARITABLE PURPOSES | Vancouver, WA | $35K | 2020 |
| Clark College FoundationTO FURTHER CHARITABLE PURPOSES | Vancouver, WA | $35K | 2020 |
| $10 |
| 2023 |
| DONATIONS AVAILABLE FOR VARIOUS CAUSES |
| Century 21 Associates Foundation Inc. | $15K | 2022 | GENERAL SUPPORT |
| Century 21 Associates Foundation Inc. | $15K | 2022 | GENERAL SUPPORT |
| John D Richardson Foundation | $8K | 2022 | General |
| Barbara & Edward Schlussel Foundation Inc. | $5K | 2022 | DONATIONS AVAILABLE FOR VARIOUS CAUSES |
| Barbara & Edward Schlussel Foundation Inc. | $5K | 2022 | DONATIONS AVAILABLE FOR VARIOUS CAUSES |
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