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Also known as: SCHWAB SR CHARITABLE FOUNDATION
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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 is governed by 2 officers and trustees. The foundation does not have specific direct charitable activities. It contributes to various charitable organizations. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Washington and Oregon. 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.
Smallest Grant
$35K
Median Grant
$35K
Average Grant
$35K
Largest Grant
$35K
Based on 4 grants from the most recent 990-PF filing.
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
N/A
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 |
| Community Military Appreciation CommitteePACIFIC NW GOLD STAR SCHOLARSHIP FUND #5205 | Vancouver, WA | $10K | 2022 |
| Free Clinic Of Sw WashingtonPROJECT ACCESS PROGRAM | Vancouver, WA | $10K | 2022 |
| Elks National Foundation IncVANCOUVER ELKS WELCOME HOME KITS PROGRAM | South Bend, WA | $10K | 2022 |
| Catholic Community Services Volunteer Services Of Sw WashingtonVOLUNTEER (CHORE) PROGRAM VS/#02-853 | Tacoma, WA | $10K | 2022 |
| Friends Of The ChildrenTO FURTHER CHARITABLE PURPOSES | Portland, OR | $35K | 2020 |
| Clark College FoundationTO FURTHER CHARITABLE PURPOSES | Vancouver, WA | $35K | 2020 |
| Ywca Clark CountyTO FURTHER CHARITABLE PURPOSES | Vancouver, WA | $35K | 2020 |
| Lighthouse Resource CenterTO FURTHER CHARITABLE PURPOSES | Vancouver, WA | $35K | 2020 |