Before you apply to Charles and Helen Schwab Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
CHARLES AND HELEN SCHWAB FOUNDATION
CHARLES AND HELEN SCHWAB FOUNDATION is a Private Foundation headquartered in SAN FRANCISCO, CA. Financial data from the 2024 filing: $14.1M revenue, $34.7M expenses, $542.3M total assets. IRS filings disclose 552 grants awarded by this foundation, totaling roughly $210.7M.
EIN: 943374170
SAN FRANCISCO, CA
Scholarships & Student Financial Aid
NTEE: B82
Latest filing: 2024
Total Revenue$14.1M
Total Expenses$34.7M
Total Assets$542.3M
Grants Given552
Grant Total$210.7M
Filing Years2019–2024
Sample Grants Given
Cambiar Education
Education
$3,000,000
Tipping Point Community
Housing & Homelessness
$2,600,000
Charter School Growth Fund
Education
$1,500,000
3rd Street Youth Center & Clinic
Housing & Homelessness
$1,300,000
Teach for America
Executive Director Discretionary Grant
$1,005,000
Showing up to 5 of 552 total records — full history available with membership.
Officers & Directors
Trustee
April Chou
ASSISTANT TREASURER
Catherine Molnar
CFO & Treasurer
Charles R Schwab
EXECUTIVE DIRECTOR
Christopher Nelson
TRUSTEE
Haley Schwab
BOARD CHAIR,PRESIDENT,TRUSTEE
Katie Schwab Paige
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $14.1M | $34.7M | $542.3M |
| 2023 | $20.5M | $43.5M | $532.0M |
| 2022 | $42.6M | $26.4M | $648.0M |
| 2020 | $23.2M | $26.8M | $471.2M |
| 2019 | $11.2M | $24.6M | $447.7M |
Between 2019 and 2024, reported annual revenue grew from $11.2M to $14.1M (+26%), with total assets most recently reported at $542.3M.
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, FL, and 4 other states.
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Full geographic grant map with state-by-state breakdown available with membership.