Private Foundation

CHARLES SCHWAB FOUNDATION

CHARLES SCHWAB FOUNDATION, of LONE TREE, CO, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $24.8M in revenue, $20.4M in expenses, $44.7M in total assets. IRS filings disclose 649 grants awarded by this foundation, totaling roughly $85.4M.

EIN: 943192615 LONE TREE, CO Latest filing: 2024

Total Revenue$24.8M

Total Expenses$20.4M

Total Assets$44.7M

Grants Given649

Grant Total$85.4M

Filing Years2019–2024

Sample Grants Given

CS CASH GIFTS PAID

San Francisco, CA · 2024

VARIOUS

$17,026,293

CS MATCHING GIFTS PAID

Clearwater, FL · 2024

VARIOUS

$2,633,407

CS CASH GIFTS PAID

San Francisco, CA · 2023

VARIOUS

$12,922,306

CS MATCHING GIFTS PAID

Clearwater, FL · 2023

VARIOUS

$2,772,556

CS CASH GIFTS PAID

San Francisco, CA · 2022

VARIOUS

$11,277,330

Showing up to 5 of 649 total records — full history available with membership.

Officers & Directors

BOARD OF DIRECTOR Bernie Clark

Board of Director Catherine Casey

Board of Director Dennis Howard

BOARD OF DIRECTOR Helen H Loh

BOARD OF DIRECTOR J Christopher Wyse

Board of Director Joe Carberry

Officer compensation and complete director data available with membership.

Top Grant Purposes

VARIOUS

$71,094,109 12 grants

MATCHING GIFTS PAID

$3,085,837 11 grants

REMAINDER OF LT GRANT THAT WAS EXPENSED IN 2020

$1,841,667 5 grants

GIFT AGREEMENT

$1,500,000 3 grants

REMAINDER OF ST GRANT THAT WAS EXPENSED IN 2020

$1,200,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$24.8M	$20.4M	$44.7M
2023	$19.2M	$16.3M	$34.9M
2022	$25.7M	$14.7M	$30.4M
2020	$17.5M	$14.6M	$16.0M
2019	$9.4M	$6.1M	$10.2M

Between 2019 and 2024, reported annual revenue grew from $9.4M to $24.8M (+163%), with total assets most recently reported at $44.7M.

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

Grant Geography

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

ARAZCACOCTDCFLGAHIID

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

See the full picture for CHARLES SCHWAB FOUNDATION

Complete financials, all 649 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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