Charles R Schwab Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charles R Schwab Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 84-2512121
Foundation Overview
Based in Palm Beach, FL, Charles R Schwab Foundation has awarded 30 grants totaling $28,104,054 to organizations in New York, California and 8 other states across the US. Individual grants range from $50,000 to $5,244,498, with a median award of $275,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
Grants are geographically diversified with 33% in New York and funding distributed across 10 total locations. This foundation values broad geographic impact and diverse community partnerships. Within New York, funding concentrates in New York (100%).
Funding Trajectory
Strong 490% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on education (67%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Charles R Schwab Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Stanford University | $5,244,498 | Stanford, CA, US | Support Of Financial Literacy Course | 2023 |
| Jumpstart Coalition For Pers'l Financial Literacy | $50,000 | Washington, DC, US | To Support Personal Finance Education For Teach For America | 2023 |
| Teach For America | $250,000 | New York, NY, US | To Support Personal Finance Education | 2023 |
| Council For Economic Education | $250,000 | New York, NY, US | Support Of Moneywise America Pilot With Council For Economic Education Affiliates In Local Markets | 2022 |
| Girl Scouts Of The United States Of America | $500,000 | New York, NY, US | Support The Financial Literacy Badge Relaunch | 2022 |
| Stanford University | $5,239,852 | Stanford, CA, US | Support Of Financial Literacy Course | 2022 |
| Project Glimmer | $250,000 | San Francisco, CA, US | Support Of Financial Literacy Inclusion In Empowerment Academy | 2022 |
| Jumpstart Coalition For Pers'l Financial Literacy | $350,000 | Hillsboro, NH, US | Support Of Teacher Scholarships For Annual National Educator Conference | 2022 |
| National 4-h Council | $350,000 | Chevy Chase, MD, US | Support Of Expand Smart Cents Digital Programming | 2022 |
| Council For Economic Education | $250,000 | New York, NY, US | Support Of Moneywise America Pilot With Council For Economic Education Affiliates In Local Markets | 2022 |
| Girl Scouts Of The United States Of America | $500,000 | New York, NY, US | Support The Financial Literacy Badge Relaunch | 2022 |
| Stanford University | $5,239,852 | Stanford, CA, US | Support Of Financial Literacy Course | 2022 |
| Project Glimmer | $250,000 | San Francisco, CA, US | Support Of Financial Literacy Inclusion In Empowerment Academy | 2022 |
| Jumpstart Coalition For Pers'l Financial Literacy | $350,000 | Hillsboro, NH, US | Support Of Teacher Scholarships For Annual National Educator Conference | 2022 |
| National 4-h Council | $350,000 | Chevy Chase, MD, US | Support Of Expand Smart Cents Digital Programming | 2022 |
| Council For Economic Education | $250,000 | New York, NY, US | Support Of Moneywise America Pilot With Council For Economic Education Affiliates In Local Markets | 2022 |
| Girl Scouts Of The United States Of America | $500,000 | New York, NY, US | Support The Financial Literacy Badge Relaunch | 2022 |
| Stanford University | $5,239,852 | Stanford, CA, US | Support Of Financial Literacy Course | 2022 |
| Project Glimmer | $250,000 | San Francisco, CA, US | Support Of Financial Literacy Inclusion In Empowerment Academy | 2022 |
| Jumpstart Coalition For Pers'l Financial Literacy | $350,000 | Hillsboro, NH, US | Support Of Teacher Scholarships For Annual National Educator Conference | 2022 |
| National 4-h Council | $350,000 | Chevy Chase, MD, US | Support Of Expand Smart Cents Digital Programming | 2022 |
| Council For Economic Education | $100,000 | New York, NY, US | Support Of Personal Finance Course Pilot | 2021 |
| Junior Achievement Of The Chisholm Trail Inc | $50,000 | Fort Worth, TX, US | Support The Ja Finance Park | 2021 |
| Foundation For Junior Achievement Of Arizona Inc | $60,000 | Tempe, AZ, US | Support The Ja Arizona Finance Park | 2021 |
| Junior Achievement Rocky Mountain Inc | $90,000 | Denver, CO, US | Support The Ja Finance Park | 2021 |
| Girl Scouts Of The United States Of America | $500,000 | New York, NY, US | Support The Financial Literacy Badge Relaunch | 2021 |
| Stanford University | $240,000 | Stanford, CA, US | To Support Financial Literacy Course | 2020 |
| Boys And Girls Club Of America | $200,000 | Atlanta, GA, US | General Support Of Money Matters Activities | 2020 |
| Council For Economic Education | $200,000 | Stonington, CT, US | General Support Of Virtual Professional Development Activities | 2020 |
| Donorschoose | $300,000 | New York, NY, US | General Support Of Curated Financial Literacy Kit | 2020 |
Foundations Similar to Charles R Schwab Foundation
Discover 5 foundations with comparable assets ($18,097,725-$19,000,923), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Dr Larry And Ann Laiks Charitable Trust
EIN: 92-6200770 | 8 grants awarded |
$18,816,128
(≈ Similar) |
$151,421
median grant |
Sarasota, FL
Same state |
|
|
Hayes Family Foundation
EIN: 82-3326755 | 15 grants awarded |
$18,537,681
(≈ Similar) |
$300,000
median grant |
Jupiter, FL
Same state |
|
|
George S Rich Family Foundation Inc
EIN: 52-2041045 | 6 grants awarded |
$19,000,923
(≈ Similar) |
$511,292
median grant |
Del Ray Beach, FL
Same state |
|
|
The Quercus Fund Inc
EIN: 13-4156738 | 22 grants awarded |
$18,117,143
(≈ Similar) |
$288,500
median grant |
Palm Beach, FL
Same state |
|
|
Yavitz Cypen Foundation Inc
EIN: 03-0473333 | 6 grants awarded |
$18,097,725
(≈ Similar) |
$524,544
median grant |
Miami Beach, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Charles R Schwab Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 84-2512121 |
| Website | N/A |
| Address | PO BOX 2226 Palm Beach, FL 33480-2226 |
Key People (4)
Board members, trustees, and key staff who oversee Charles R Schwab Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Chair & President | Charles R Schwab |
|---|---|
| Director & Secretary | Carolyn Schwab-pomerantz |
| Treasurer | Catherine A Molnar |
| Director | Walter W Bettinger Ii |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Charles R Schwab Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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