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 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
Encino, CA · 2024
Education
$3,000,000
Tipping Point Community
San Francisco, CA · 2024
Housing & Homelessness
$2,600,000
Charter School Growth Fund
Broomfield, CO · 2024
Education
$1,500,000
3rd Street Youth Center & Clinic
San Francisco, CA · 2024
Housing & Homelessness
$1,300,000
Teach for America
New York, NY · 2024
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

Human Services
$54,728,124 106 grants
K-12 Education Reform
$50,386,884 134 grants
Education
$45,868,252 104 grants
K-12 Education
$29,648,379 89 grants
Housing & Homelessness
$17,140,000 38 grants

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.

See the full picture for CHARLES AND HELEN SCHWAB FOUNDATION

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