Charles R Schwab Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 5 grants totaling $12.0M. Net investment income was $286K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.4M
-60.6% YoY
Annual Giving
$12.0M
+117.3% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$2.4M
+30.4% YoY
About Charles R Schwab Foundation
Based on IRS filings
Charles R Schwab Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 5 grants totaling $12.0M. Net investment income was $286K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,363,418 | $18,684,802 | $27,602,645 |
| Revenue | $431,017 | $241,594 | $250,365 |
| Expenses | $3,230,546 | $26,871,902 | $20,228,598 |
| Qualifying Distributions | $12,126,828 | $5,581,430 | $6,984,446 |
| Net Investment Income | $285,506 | $250,382 | $250,365 |
| Distributable Amount | $652,246 | $878,625 | $1,331,689 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES R SCHWAB | CHAIR & PRESIDENT | 1 | — |
| CAROLYN SCHWAB-POMERANTZ | DIRECTOR & SECRETARY | 1 | — |
| CATHERINE A MOLNAR | TREASURER | 1 | — |
| WALTER W BETTINGER II | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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