Before you apply to Charles Schwab Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
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
Private Grantmaking Foundations
NTEE: T20
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
VARIOUS
$17,026,293
CS MATCHING GIFTS PAID
VARIOUS
$2,633,407
CS CASH GIFTS PAID
VARIOUS
$12,922,306
CS MATCHING GIFTS PAID
VARIOUS
$2,772,556
CS CASH GIFTS PAID
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
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.