Private Foundation

CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM

Based in PALM BEACH, FL, CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM operates as a Private Foundation. The organization reported $6.4M in revenue, $3.5M in expenses, $1.9M in total assets for fiscal year 2025. Imperigo tracks 32 reported grants from this foundation totaling approximately $38.7M.

EIN: 842512121 PALM BEACH, FL Latest filing: 2025

Total Revenue$6.4M

Total Expenses$3.5M

Total Assets$1.9M

Grants Given32

Grant Total$38.7M

Filing Years2021–2025

Sample Grants Given

STANFORD UNIVERSITY

STANFORD, CA · 2025

SCHWAB FINANCIAL FREEDOM LEADERSHIP FUND & THE SCHWAB PROGRAM FOR FINANCIAL FREEDOM TERM ENDOWMENT FUND

$6,010,020

STANFORD UNIVERSITY

STANFORD, CA · 2025

THE INITIATIVE FOR THE FINANCIAL FREEDOM FUND

$4,983,448

SIFMA FOUNDATION

NEW YORK, NY · 2025

SIFMA FOUNDATION PROGRAM EXPANSION

$375,000

NEXT GEN PERSONAL FINANCE

BURLINGAME, CA · 2025

STATE IMPLEMENTATION SUPPORT

$250,000

WORKING IN SUPPORT OF EDUCATION

NEW YORK, NY · 2025

STUDENT FINANCIAL LITERACY CERTIFICATION PROGRAM EXPANSION

$225,000

Showing up to 5 of 32 total records — full history available with membership.

Officers & Directors

DIRECTOR & SECRETARY Carolyn Schwab-Pomerantz

TREASURER Catherine A Molnar

CHAIR & PRESIDENT Charles R Schwab

DIRECTOR Walter W Bettinger Ii

Officer compensation and complete director data available with membership.

Top Grant Purposes

To Support Financial Literacy Course

$10,999,511 1 grant

Support of Financial Literacy Course

$10,484,350 2 grants

SCHWAB FINANCIAL FREEDOM LEADERSHIP FUND & THE SCHWAB PROGRAM FOR FINANCIAL FREEDOM TERM ENDOWMENT FUND

$6,010,020 1 grant

THE INITIATIVE FOR THE FINANCIAL FREEDOM FUND

$4,983,448 1 grant

Support the Financial Literacy Badge Relaunch

$1,000,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$6.4M	$3.5M	$1.9M
2024	$431K	$3.2M	$7.4M
2023	$242K	$26.9M	$18.7M
2022	$250K	$20.2M	$27.6M
2021	$27.7M	$1.7M	$34.2M

Between 2021 and 2025, reported annual revenue declined from $27.7M to $6.4M (-77%), with total assets most recently reported at $1.9M.

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

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CO, CT, DC, GA, and 4 other states.

AZCACOCTDCGAMDNHNYPA

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

See the full picture for CHARLES R SCHWAB FOUNDATION FOR FINANCIAL FREEDOM

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