Charles Schwab Foundation
LONE TREE, CO EIN: 94-3192615
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$44.7M
+27.9% YoY
Annual Giving
$19.7M
+25.3% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$9.8M
+25.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $44,662,171 | $34,932,887 | $30,353,630 |
| Revenue | $24,797,516 | $19,231,480 | $25,666,314 |
| Expenses | $20,432,698 | $16,281,370 | $14,702,393 |
| Qualifying Distributions | $20,432,698 | $16,281,370 | $14,702,393 |
| Net Investment Income | $1,685,086 | $787,219 | $84,137 |
| Distributable Amount | $1,836,141 | $1,601,358 | $1,262,187 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
636 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Charles Schwab Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERNIE CLARK | BOARD OF DIRECTOR | 1 | — |
| HELEN H LOH | BOARD OF DIRECTOR | 1 | — |
| PAUL WOOLWAY | BOARD OF DIRECTOR | 3 | — |
| MICHAEL CANADY | OFFICER - TREASURER | 3 | — |
| CATHERINE CASEY | Board of Director | 1 | — |
| JOE CARBERRY | Board of Director | 1 | — |
| DENNIS HOWARD | Board of Director | 1 | — |
| NEESHA HATHI | BOARD OF DIRECTOR | 1 | — |
| KRIS TATE | OFFICER - CORPORATE SECRETARY | 1 | — |
| LAURA GRACIA FLOR | OFFICER - ASSISTANT CORP SECRE | 1 | — |
| RICK WURSTER | CHAIR & PRESIDENT, BOD | 1 | — |
| PAUL TALBOT | OFFICER - ASSISTANT CORP SECRE | 1 | — |
| STACY NIEDERMEIER | OFFICER - TREASURER | 3 | — |
| LISA HUNT | BOARD OF DIRECTOR | 1 | — |
| JONATHAN BEATTY | BOARD OF DIRECTOR | 1 | — |
| J CHRISTOPHER WYSE | BOARD OF DIRECTOR | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $52.1M (68%)
Florida $14.3M (19%)
Texas $2.1M (3%)
Arizona $2.0M (3%)
Georgia $1.2M (2%)
New York $900K (1%)
District of Columbia $818K (1%)
Ohio $605K (1%)
+29 more states
States
ArkansasArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMichiganMinnesotaMissouriMississippiNorth CarolinaNew JerseyNew MexicoNevadaNew YorkOhioOregonPennsylvaniaSouth CarolinaTennesseeTexasUtahVirginiaVermontWashingtonWisconsin
Cities
AddisonAkronAlamedaApopkaArvadaAshevilleAtlantaAuroraAustinBathBeaver FallsBellevueBerkeleyBethesdaBlacksburgBoca RatonBoiseBostonBreaBridgeport
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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