Private foundation · Lone Tree, CO

Charles Schwab Foundation

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Typical grant size
$1K – $1K – $5K
25th · median · 75th percentile
Unique recipients
353

Application procedures · from 2024 990-PF

DeadlinesSEE PDF ATTACHMENT FOR ADDITONAL INFORMATION
ContactCharles Schwab Foundation · 7208953400
MaterialsSEE PDF ATTACHMENT FOR ADDITONAL INFORMATION
RestrictionsSEE PDF ATTACHMENT FOR ADDITONAL INFORMATION

Leadership · from 2024 990-PF

Bernie Clark
BOARD OF DIRECTOR
Helen H Loh
BOARD OF DIRECTOR
Paul Woolway
BOARD OF DIRECTOR
Michael Canady
OFFICER - TREASURER
Catherine Casey
Board of Director
Joe Carberry
Board of Director
Dennis Howard
Board of Director
Neesha Hathi
BOARD OF DIRECTOR
Kris Tate
OFFICER - CORPORATE SECRETARY
Laura Gracia Flor
OFFICER - ASSISTANT CORP SECRE
Rick Wurster
CHAIR & PRESIDENT, BOD
Paul Talbot
OFFICER - ASSISTANT CORP SECRE
Stacy Niedermeier
OFFICER - TREASURER
Lisa Hunt
BOARD OF DIRECTOR
Jonathan Beatty
BOARD OF DIRECTOR
J Christopher Wyse
BOARD OF DIRECTOR

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
44.0%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
651
Total grants awarded
$97.4M
Total amount
$150K
Average grant
$17.0M
Largest grant

Giving by year

2024
$19.7M
2 grants
2023
$15.7M
2 grants
2022
$14.4M
2 grants
2021
$12.0M
2 grants
2020
$14.3M
637 grants
2019
$7.1M
2 grants
2018
$8.5M
2 grants
2017
$5.8M
2 grants

Top recipients

Cs Cash Gifts Paid
3 grants · CA
$41.2M
Attachment 13b
2 grants · CA
$11.7M
Statement 24
1 grant · CA
$9.5M
Cs Matching Gifts Paid
3 grants · FL
$8.5M
Attachment 17b
1 grant · CA
$4.0M
Attachment 13a
2 grants · FL
$3.9M
American Online Giving Foundation
11 grants · FL
$3.1M
Statement 23
1 grant · FL
$2.5M
Attachment 17a
1 grant · CA
$1.8M
7 grants · GA · ≈ likely match
$814K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Cs Cash Gifts Paid
VARIOUS
CA · TY 2024
$17.0M
Cs Matching Gifts Paid
VARIOUS
FL · TY 2024
$2.6M
Cs Cash Gifts Paid
VARIOUS
CA · TY 2023
$12.9M
Cs Matching Gifts Paid
VARIOUS
FL · TY 2023
$2.8M
Cs Cash Gifts Paid
VARIOUS
CA · TY 2022
$11.3M
Cs Matching Gifts Paid
VARIOUS
FL · TY 2022
$3.1M
Statement 24
VARIOUS
CA · TY 2021
$9.5M
Statement 23
VARIOUS
FL · TY 2021
$2.5M
Sifma Foundation for Investor Education
REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020
DC · TY 2020
$667K
Virginia Tech Foundation
GIFT AGREEMENT
VA · TY 2020
$500K
Arizona State University Foundation for a New American University
GIFT AGREEMENT
AZ · TY 2020
$500K
Texas Tech Foundation
REMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020
TX · TY 2020
$500K
Temple University
GIFT AGREEMENT
PA · TY 2020
$500K
University of Akron Foundation
REMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020
OH · TY 2020
$500K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$471K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$397K
Leland Stanford Junior University
REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020
CA · TY 2020
$375K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$366K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$365K
Univ of Texas Foundation for the Benefit of Uoftexas at Austin
REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020
TX · TY 2020
$360K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$352K
National Foundation for the Ctrs for Disease Contr & Prevention Inc
EMERGENCY RESPONSE FUND
GA · TY 2020
$350K
Sifma Foundation
FALL 2020 TO SPRING 2023 CHARITABLE PLEDGE
NY · TY 2020
$333K
Arizona State University Foundation for a New American University
CHARITABLE PLEDGE AGREEMENT - FINANCIAL PLANNING PROGRAM
AZ · TY 2020
$300K
Boys & Girls Clubs of America
JULY TO DECEMBER 2020 AGREEMENT
GA · TY 2020
$300K
Boys & Girls Clubs of America
JULY TO DECEMBER 2020 AGREEMENT
GA · TY 2020
$300K
Texas Tech Foundation
FINANCIAL PLANNING ACADEMY
TX · TY 2020
$300K
University of Texas Foundation
CHARTIABLE PLEDGE AGREEMENT 2020-2022
TX · TY 2020
$290K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$289K
Donorschoose Org
2020 FINANCIAL LITERACY INNOVATION CHALLENGE AND CLASSROOM REWARDS
NY · TY 2020
$250K
Prairie View A&m Foundation
SCHOLARSHIP FUND
TX · TY 2020
$250K
Donorschoose Org
2020 FINANCIAL LITERACY INNOVATION CHALLENGE AND CLASSROOM REWARDS
NY · TY 2020
$250K
Grand Canyon University
REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020
AZ · TY 2020
$240K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$223K
3rd Decade
REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020
AZ · TY 2020
$200K
North Carolina a & T University Foundation Inc
SCHOLARSHIP FUND
NC · TY 2020
$200K
Arizona State University
REMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020
AZ · TY 2020
$200K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$189K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$170K
Grand Canyon University
CHARITABLE PLEDGE AGREEMENT, FINANCIAL PLANNING PROGRAM
AZ · TY 2020
$160K
Boys & Girls Clubs of America
EMERGENCY RESPONSE FUND
GA · TY 2020
$150K
Unleashed Productions Inc
$AVVY DOCUMENTARY
CA · TY 2020
$150K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$138K
American Online Giving Foundation
MATCHING GIFTS PAID
FL · TY 2020
$125K
The Board of Trustees of the Leland Stanford Junior University
MIND OVER MONEY FINANCIAL LITERACY PROGRAM, 2018-19 AND 2019-20 ACADEMIC YEARS
CA · TY 2020
$125K
Boston Charitable Trust Fund
BOSTON RESILIENCY FUND
MA · TY 2020
$100K
3rd Decade Inc
CHARITABLE PLEDGE AGREEMENT (2020-2022)
AZ · TY 2020
$100K
Common Sense Media
COMPREHENSIVE LEARNING AND PRIVACY EVALUATIONS FOR FINANCIAL LITERACY TOOLS
CA · TY 2020
$100K
Moneythink
MONEYTHINK'S DECIDED: EMPOWERING STUDENT FINANCIAL DECISION-MAKING THROUGH PERSONALIZED & SCALABLE TECHNOLOGY
CA · TY 2020
$100K
Bipartisan Policy Center Inc
FUNDING OUR FUTURE
DC · TY 2020
$100K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.