The Maroon Bells above a meadow and lake near Aspen, Colorado
Foundation Lookup

Form 990-PFTax year 2024EIN 94-3192615

Charles Schwab Foundation

A private foundation in Lone Tree, CO. Its return for tax year 2024 lists 2 grants and $19.7 million paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Charles Schwab Foundation
211 Main Street 16th Floor
San Francisco, CA 94105
(720) 895-3400
Form and materials
See PDF attachment for additonal information
Deadlines
See PDF attachment for additonal information
Restrictions
See PDF attachment for additonal information

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $19,659,700

    Grants listed
    2
    Assets, end of year
    $44,662,171

  • Tax year 2023

    $15,694,862

    Grants listed
    2
    Assets, end of year
    $34,932,887

  • Tax year 2022

    $14,361,720

    Grants listed
    2
    Assets, end of year
    $30,353,630

  • Tax year 2021

    $12,037,420

    Grants listed
    In an attachment
    Assets, end of year
    $19,264,373

  • Tax year 2020

    $14,259,590

    Grants listed
    637
    Assets, end of year
    $15,981,122

  • Tax year 2019

    $7,067,506

    Grants listed
    In an attachment
    Assets, end of year
    $10,217,767

  • Tax year 2018

    $8,513,030

    Grants listed
    In an attachment
    Assets, end of year
    $8,053,085

Grants paid in 2024

2 grants, largest first

As listed on the return.

  1. CS Cash Gifts PaidSan Francisco, CA

    Various

    $17,026,293
  2. CS Matching Gifts PaidClearwater, FL

    Various

    $2,633,407

Approved for future payment

1 grant

Approved in 2024 and not yet paid.

  1. Approved Future PaymentSan Francisco, CA

    Various

    $0

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. California1 grant $17,026,293
  2. Florida1 grant $2,633,407

Officers, directors and trustees

16 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bernie ClarkBOARD OF DIRECTOR Hours 1Pay $0
  • Helen H LohBOARD OF DIRECTOR Hours 1Pay $0
  • Paul WoolwayBOARD OF DIRECTOR Hours 3Pay $0
  • Michael CanadyOFFICER - TREASURER Hours 3Pay $0
  • Catherine CaseyBoard of Director Hours 1Pay $0
  • Joe CarberryBoard of Director Hours 1Pay $0
  • Dennis HowardBoard of Director Hours 1Pay $0
  • Neesha HathiBOARD OF DIRECTOR Hours 1Pay $0
  • Kris TateOFFICER - CORPORATE SECRETARY Hours 1Pay $0
  • Laura Gracia FlorOFFICER - ASSISTANT CORP SECRE Hours 1Pay $0
  • Rick WursterCHAIR & PRESIDENT, BOD Hours 1Pay $0
  • Paul TalbotOFFICER - ASSISTANT CORP SECRE Hours 1Pay $0
  • Stacy NiedermeierOFFICER - TREASURER Hours 3Pay $0
  • Lisa HuntBOARD OF DIRECTOR Hours 1Pay $0
  • Jonathan BeattyBOARD OF DIRECTOR Hours 1Pay $0
  • J Christopher WyseBOARD OF DIRECTOR Hours 1Pay $0

The return

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