The Charles J Schwab Foundation Inc
The Charles J Schwab Foundation Inc is a private foundation located in Philadelphia, Pennsylvania. Its 2025 filing reports grants to charitable organizations, including organizations involved in cancer research and support, emergency medical services, hunger relief, and kidney disease.
The Charles J Schwab Foundation Inc at a glance
In short: The Charles J Schwab Foundation Inc gave $107K across 16 grants in 2025 (avg $7K), mostly in Pennsylvania. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $107,087
- +9.3% vs 2024
- Grants made (2025)
- 16
- -15.8% vs 2024
- Average grant
- $6,693
- +29.8% vs 2024
- Median grant
- $5,000
- Total assets
- $2,029,958
- +9.0% vs 2024
- New grantees (estimate)
- 6% first-time grantees (1 of 16, 2025; small sample)
- Primary geography
- Pennsylvania (59% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Charles J Schwab Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Attn Dawn Schwab 510 Walnut St, Philadelphia, PA 19106-3697
Phone: (215) 592-1500
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Charles J Schwab Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Abramson Cancer Center ($20K). Together the top 10 received $97K.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 98 grants of 98 (100%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Pennsylvania (59%), New York (14%), New Jersey (9%), Maryland (7%), and the District of Columbia (5%). These figures describe the locations of grant recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is The Charles J Schwab Foundation Inc open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 16 grantees (6%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $10K; repeat grants $6K. How we count
Medians: $10K first-time, $5K repeat.
- 94% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $33K (2020) to $107K (2025). In 2025 it made 16 grants totaling $107K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Abramson Cancer Center Philadelphia, PA | Charitable/Medical Research/Cancer Awareness | $20,000 |
| Living Beyond Breast Cancer Bala Cynwyd, PA | Charitable | $20,000 |
| Jewish National Fund Bala Cynwyd, PA | Charitable | $12,087 |
| Cooper MD Anderson Camden, NJ | Charitable | $10,000 |
| Friends of United Hatzalah New York, NY | Charitable | $10,000 |
| Friends of IDF New York, NY | Charitable | $5,000 |
| Melanoma Research Foundation Baltimore, MD | Charitable/Medical Research/Cancer Awareness | $5,000 |
| Philabundance Philadelphia, PA | Charitable | $5,000 |
| Planned Parenthood Washington, DC | Charitable | $5,000 |
| Street Love Foundation Delray, FL | Charitable | $5,000 |
Ready to take the next step with The Charles J Schwab Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,029,958 | $282,991 | $115,123 | $107,087 | 16 | $107,087 | $275,806 | $110,203 |
| 2024 | $1,862,090 | $81,730 | $105,439 | $98,000 | 19 | $98,000 | $75,577 | $106,224 |
| 2023 | $1,885,799 | $95,330 | $101,283 | $95,815 | 17 | $95,815 | $90,902 | $97,863 |
| 2022 | $1,891,752 | $246,047 | $96,976 | $90,000 | 24 | $90,000 | $92,103 | $97,968 |
| 2021 | $1,742,681 | $603,636 | $60,859 | $56,000 | 22 | — | $108,419 | $87,967 |
| 2020 | $1,199,904 | $521,291 | $37,296 | $32,927 | 22 | — | $10,103 | $55,880 |
Under IRS private-foundation payout rules, The Charles J Schwab Foundation Inc reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its reported grants show support for organizations working in several areas. For example, Living Beyond Breast Cancer describes its mission as providing trusted information and a community of support to people affected by breast cancer. Philabundance says it works to drive hunger from its communities and end hunger. The American Kidney Fund describes its mission as fighting kidney disease and helping people live healthier lives.
Grantmaking
In 2025, the foundation reported 16 grants totaling $107,087. Grants ranged from $1,000 to $20,000, with a median grant of $5,000. Notable grants included $20,000 each to Abramson Cancer Center and Living Beyond Breast Cancer; $12,087 to Jewish National Fund; $10,000 each to Cooper MD Anderson and Friends of United Hatzalah; and $5,000 each to Philabundance and Planned Parenthood.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dawn B Schwab as president and trustee; William Schwab as vice-president and trustee; Brett Schwab as secretary and trustee; and Dylan Schwab as treasurer and trustee.
The Charles J Schwab Foundation Inc is led by Dawn B. Schwab, President & Trustee since 2024 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dawn B. Schwab
President & Trustee
Vice President & Trustee → President & Trustee, 2024
On filings since 2020
0.1 hrs/week
No compensation reported
William Schwab
Vice President & Trustee
On filings since 2024
0.1 hrs/week
No compensation reported
Brett Schwab
Secretary & Trustee
New on the 2025 filing
0.1 hrs/week
No compensation reported
Dylan Schwab
Treasurer & Trustee
New on the 2025 filing
0.1 hrs/week
No compensation reported
Former officers (2)
- Former: Albert Schwab (2020–2024) — Secretary, Treasurer & Trustee
- Former: Arnold Levin (2020–2023) — President, Treasurer & Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Charles J Schwab Foundation Inc
How much does The Charles J Schwab Foundation Inc give each year?
The Charles J Schwab Foundation Inc gave $107K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 19 grants.
What is The Charles J Schwab Foundation Inc's typical grant size?
The Charles J Schwab Foundation Inc's median grant in 2025 was $5,000, and its average grant was $6,693, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Charles J Schwab Foundation Inc that year got $10K on average.
Where does The Charles J Schwab Foundation Inc give grants?
The Charles J Schwab Foundation Inc gives mostly in Pennsylvania: 59% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (14%) and New Jersey (9%). The most frequent recipient cities were Philadelphia, PA (4 grants), Bala Cynwyd, PA (2 grants) and New York, NY (2 grants).
Does The Charles J Schwab Foundation Inc give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on The Charles J Schwab Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (14 grants).
Who are The Charles J Schwab Foundation Inc's largest grantees?
The Charles J Schwab Foundation Inc's largest 2025 grantees include Abramson Cancer Center ($20,000), Living Beyond Breast Cancer ($20,000) and Jewish National Fund ($12,087), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is The Charles J Schwab Foundation Inc?
The Charles J Schwab Foundation Inc reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $107K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Charles J Schwab Foundation Inc fund?
No mission statement for the foundation is provided. Its reported grants show support for organizations working in several areas. For example, Living Beyond Breast Cancer describes its mission as providing trusted information and a community of support to people affected by breast cancer. See mission & focus areas ↑
How do I apply for a grant from The Charles J Schwab Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Charles J Schwab Foundation Inc's EIN?
The Charles J Schwab Foundation Inc's EIN (Employer Identification Number) is 45-3914959. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Charles J Schwab Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 20, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 9, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 19, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 16, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 2, 2025)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work The Charles J Schwab Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Charles J Schwab Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Charles J Schwab Foundation Inc funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/the-charles-j-schwab-foundation-inc-morg_2dbaa41ca1e04106b53ce31c08523f4b
BibTeX
@misc{grantable_453914959_2026,
author = {{Grantable}},
title = {{The Charles J Schwab Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-charles-j-schwab-foundation-inc-morg_2dbaa41ca1e04106b53ce31c08523f4b},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Charles J Schwab Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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