Private Foundation

THE CHARLES J SCHWAB FOUNDATION INC

Based in PHILADELPHIA, PA, THE CHARLES J SCHWAB FOUNDATION INC operates as a Private Foundation. The organization reported $283K in revenue, $115K in expenses, $2.0M in total assets for fiscal year 2025. Imperigo tracks 96 reported grants from this foundation totaling approximately $390K.

EIN: 453914959 PHILADELPHIA, PA Latest filing: 2025

Total Revenue$283K

Total Expenses$115K

Total Assets$2.0M

Grants Given96

Grant Total$390K

Filing Years2020–2025

Sample Grants Given

LIVING BEYOND BREAST CANCER

BALA CYNWYD, PA · 2024

CHARITABLE

$20,000

ABRAMSON CANCER CENTER

PHILADELPHIA, PA · 2024

CHARITABLE/MEDICAL RESEARCH/CANCER AWARENESS

$20,000

JEWISH NATIONAL FUND

BALA CYNWYD, PA · 2024

CHARITABLE

$12,087

FRIENDS OF UNITED HATZALAH

NEW YORK, NY · 2024

CHARITABLE

$10,000

COOPER MD ANDERSON

CAMDEN, NJ · 2024

CHARITABLE

$10,000

Showing up to 5 of 96 total records — full history available with membership.

Officers & Directors

SECRETARY,TRUSTEE Brett Schwab

PRESIDENT, TRUSTEE Dawn B Schwab

TREASURER, TRUSTEE Dylan Schwab

VICE-PRESIDENT, TRUSTEE William Schwab

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$315,579 86 grants

CHARITABLE/MEDICAL RESEARCH/CANCER AWARENESS

$74,250 10 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$283K	$115K	$2.0M
2024	$82K	$105K	$1.9M
2023	$95K	$101K	$1.9M
2021	$604K	$61K	$1.7M
2020	$521K	$37K	$1.2M

Between 2020 and 2025, reported annual revenue declined from $521K to $283K (-46%), with total assets most recently reported at $2.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, FL, IA, KS, LA, MA, and 4 other states.

DCFLIAKSLAMAMDNJNYPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE CHARLES J SCHWAB FOUNDATION INC

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports