The Charles J Schwab Foundation Inc

Grantmaker Philadelphia, PA EIN: 45-3914959

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.

Key facts about The Charles J Schwab Foundation Inc

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 filing.

EIN
45-3914959
Latest 990 filing
Form 990 filing, 2025
Annual giving (2025)
$107,087
Grants made (2025)
16
Average grant
$6,693
Median grant
$5,000
New grantees (estimate)
6% first-time grantees (1 of 16, 2025)
Primary geography
Pennsylvania (59% of itemized 2025 grant dollars)
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. Full details ↓

Data from IRS Form 990 filing, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990 filing · View filing

Total Assets

—

Annual Giving

$107K

+9.3% YoY

Grant Count

16

-15.8% YoY

Avg Grant Size

$7K

+29.8% YoY

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. 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

Estimate from itemized grant lists in IRS Form 990 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.

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.

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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

12states

Share of 2025 grant dollars across all 16 itemized grants.

Cities

PhiladelphiaNew YorkWashingtonBala CynwydMemphisMerion StationBaltimoreBrooklineConshohockenDelrayState CollegeArlingtonBooneCamdenJenkintownTopekaCedarhurstNew OrleansPaRockville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K22 grants2020 22 grants2021 24 grants2022 17 grants2023 19 grants2024 16 grants2025

From 2020 to 2025, annual grant giving ranged from $33K (2020) to $107K (2025). In 2025 it made 16 grants totaling $107K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Abramson Cancer Center: $20KAbramson Cancer Center$20KLiving Beyond Breast Cancer: $20KLiving Beyond Breast Cancer$20KJewish National Fund: $12KJewish National Fund$12KCooper MD Anderson: $10KCooper MD Anderson$10KFriends of United Hatzalah: $10KFriends of United Hatzalah$10KFriends of IDF: $5KFriends of IDF$5KMelanoma Research Foundation: $5KMelanoma Research Foundation$5KPhilabundance: $5KPhilabundance$5KPlanned Parenthood: $5KPlanned Parenthood$5KStreet Love Foundation: $5KStreet Love Foundation$5K

The largest 2025 recipient was Abramson Cancer Center ($20K). Together the top 10 received $97K.

Grant Size Distribution

98 grants across all recorded years

98<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 98 grants of 98 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Abramson Cancer Center Philadelphia, PACharitable/Medical Research/Cancer Awareness$20,000
Living Beyond Breast Cancer Bala Cynwyd, PACharitable$20,000
Jewish National Fund Bala Cynwyd, PACharitable$12,087
Cooper MD Anderson Camden, NJCharitable$10,000
Friends of United Hatzalah New York, NYCharitable$10,000
Friends of IDF New York, NYCharitable$5,000
Melanoma Research Foundation Baltimore, MDCharitable/Medical Research/Cancer Awareness$5,000
Philabundance Philadelphia, PACharitable$5,000
Planned Parenthood Washington, DCCharitable$5,000
Street Love Foundation Delray, FLCharitable$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants reported Grant count
2025 $107,087 16
2024 $98,000 19
2023 $95,815 17

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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.

Contact

Mailing address: Attn Dawn Schwab 510 Walnut St, Philadelphia, PA 19106-3697
Phone: (215) 592-1500

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 filing. 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 filing. 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 filing 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 filing 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 filing. Together they received 49% of its itemized 2025 grant dollars.

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 September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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