The Charles J Schwab Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Charles J Schwab Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 45-3914959

Foundation Overview

Based in Philadelphia, PA, The Charles J Schwab Foundation Inc has awarded 139 grants totaling $577,829 to organizations in Pennsylvania, Massachusetts and 10 other states across the US. Individual grants range from $500 to $20,000, with a median award of $2,500.

Latest Tax Year
2024
Total Giving (all years)
$577,829
Total Assets
$2,392,736
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
16
Median Grant
$5,000
% Median Grant Growth
+67% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: 6%

1 of 16 recipients (6%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Pennsylvania

47% of grants are awarded in Pennsylvania, with additional funding distributed across 11 other locations. The foundation balances regional focus with broader geographic diversity. Within Pennsylvania, funding concentrates in Philadelphia (50%), Bala Cynwyd (15%), Merion Station (11%).

Funding Trajectory
+225%

Strong 225% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + Healthcare

Dual focus on general purposes (60%) and healthcare, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Charles J Schwab Foundation Inc'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
Abramson Cancer Center $20,000 Philadelphia, PA, US Charitable/medical Research/cancer Awareness 2024
American Jewish Committee $3,000 Philadelphia, PA, US Charitable 2024
Cooper Md Anderson $10,000 Camden, NJ, US Charitable 2024
Friends Of Idf $5,000 New York, NY, US Charitable 2024
Friends Of United Hatzalah $10,000 New York, NY, US Charitable 2024
Hillel Of Penn State $1,000 State College, PA, US Charitable 2024
Jewish National Fund $12,087 Bala Cynwyd, PA, US Charitable 2024
Living Beyond Breast Cancer $20,000 Bala Cynwyd, PA, US Charitable 2024
Melanoma Research Foundation $5,000 Baltimore, MD, US Charitable/medical Research/cancer Awareness 2024
Philabundance $5,000 Philadelphia, PA, US Charitable 2024
Planned Parenthood $5,000 Washington, DC, US Charitable 2024
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2024
St Judes's Research Hospital $1,000 Memphis, TN, US Charitable 2024
Street Love Foundation $5,000 Delray, FL, US Charitable 2024
The American Kidney Fund $2,500 Rockville, MD, US Charitable 2024
Treats For Troops $1,000 Merion Station, PA, US Charitable 2024
Abramson Cancer Center $10,000 Philadelphia, PA, US Charitable/medical Research/cancer Awareness 2023
American Jewish Committee $3,000 Philadelphia, PA, US Charitable 2023
Atidim - American Friends Of Libi $7,000 Brookline, MA, US Charitable 2023
Bethany Christian Services Of The Greater Delaware Valley $2,000 Jenkintown, PA, US Charitable 2023
Central Fund Of Israel $3,000 Cedarhurst, NY, US Charitable 2023
Cooper Md Anderson $5,000 Camden, NJ, US Charitable 2023
Friends Of Idf $2,500 New York, NY, US Charitable 2023
Hatzalah Of Israel $10,000 New York, NY, US Charitable 2023
Hillel Of Penn State $1,000 State College, PA, US Charitable 2023
Jewish National Fund $12,000 Bala Cynwyd, PA, US Charitable 2023
Living Beyond Breast Cancer $20,000 Bala Cynwyd, PA, US Charitable 2023
Melanoma Research Foundation $5,000 Baltimore, MD, US Charitable/medical Research/cancer Awareness 2023
Philabundance $1,000 Philadelphia, PA, US Charitable 2023
Planned Parenthood $5,000 Washington, DC, US Charitable 2023
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2023
St Judes's Research Hospital $1,000 Memphis, TN, US Charitable 2023
Street Love Foundation $3,000 Delray, FL, US Charitable 2023
The American Kidney Fund $5,000 Rockville, MD, US Charitable 2023
Treats For Troops $1,000 Merion Station, PA, US Charitable 2023
Abramson Cancer Center $10,000 Philadelphia, PA, US Charitable/medical Research/cancer Awareness 2023
American Jewish Committee $3,000 Philadelphia, PA, US Charitable 2023
Atidim - American Friends Of Libi $7,000 Brookline, MA, US Charitable 2023
Bethany Christian Services Of The Greater Delaware Valley $2,000 Jenkintown, PA, US Charitable 2023
Central Fund Of Israel $3,000 Cedarhurst, NY, US Charitable 2023
Cooper Md Anderson $5,000 Camden, NJ, US Charitable 2023
Friends Of Idf $2,500 New York, NY, US Charitable 2023
Hatzalah Of Israel $10,000 New York, NY, US Charitable 2023
Hillel Of Penn State $1,000 State College, PA, US Charitable 2023
Jewish National Fund $12,000 Bala Cynwyd, PA, US Charitable 2023
Living Beyond Breast Cancer $20,000 Bala Cynwyd, PA, US Charitable 2023
Melanoma Research Foundation $5,000 Baltimore, MD, US Charitable/medical Research/cancer Awareness 2023
Philabundance $1,000 Philadelphia, PA, US Charitable 2023
Planned Parenthood $5,000 Washington, DC, US Charitable 2023
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2023
St Judes's Research Hospital $1,000 Memphis, TN, US Charitable 2023
Street Love Foundation $3,000 Delray, FL, US Charitable 2023
The American Kidney Fund $5,000 Rockville, MD, US Charitable 2023
Treats For Troops $1,000 Merion Station, PA, US Charitable 2023
Abramson Cancer Center $15,000 Philadelphia, PA, US Charitable/medical Research/cancer Awareness 2022
American Jewish Committee $3,000 Philadelphia, PA, US Charitable 2022
Atidim - American Friends Of Libi $9,000 Brookline, MA, US Charitable 2022
Bethany Christian Services Of The Greater Delaware Valley $4,000 Jenkintown, PA, US Charitable 2022
Central Fund Of Israel $8,000 Cedarhurst, NY, US Charitable 2022
Cooper Md Anderson $5,000 Camden, NJ, US Charitable 2022
Friends Of Idf $2,315 New York, NY, US Charitable 2022
Hatzalah Of Israel $10,000 New York, NY, US Charitable 2022
Hillel Of Penn State $1,000 State College, PA, US Charitable 2022
Living Beyond Breast Cancer $20,000 Bala Cynwyd, PA, US Charitable 2022
Melanoma Research Foundation $5,000 Baltimore, MD, US Charitable/medical Research/cancer Awareness 2022
Philabundance $1,000 Philadelphia, PA, US Charitable 2022
Planned Parenthood $5,000 Washington, DC, US Charitable 2022
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2022
St Judes's Research Hospital $1,000 Memphis, TN, US Charitable 2022
Street Love Foundation $4,000 Delray, FL, US Charitable 2022
Treats For Troops $1,000 Merion Station, PA, US Charitable 2022
Abramson Cancer Center $15,000 Philadelphia, PA, US Charitable/medical Research/cancer Awareness 2021
American Jewish Committee $3,000 Philadelphia, PA, US Charitable 2021
Atidim - American Friends Of Libi $9,000 Brookline, MA, US Charitable 2021
Bethany Christian Services Of The Greater Delaware Valley $4,000 Jenkintown, PA, US Charitable 2021
Environmental Defense Fund Inc $1,000 Washington, DC, US Charitablecharitable 2021
Everytown For Gun Safety Action Fund $1,000 New York, NY, US Charitable 2021
Hillel Of Penn State $1,000 State College, PA, US Charitable 2021
Jewish Federation Of Philadelphia $500 Pa, PA, US Charitable 2021
Kimmel Cancer Center $5,000 Philadelphia, PA, US Charitable 2021
Living Beyond Breast Cancer $20,000 Bala Cynwyd, PA, US Charitable 2021
Melanoma Research Foundation $5,000 Baltimore, MD, US Charitable/medical Research/cancer Awareness 2021
Nature Conservancy $500 Arlington, VA, US Charitable 2021
Philabundance $1,000 Philadelphia, PA, US Charitable 2021
Philadelphia Youth Basketball $2,000 Philadelphia, PA, US Charitable 2021
Planned Parenthood $5,000 Washington, DC, US Charitable 2021
Red Cross Disaster Relief $5,000 Boone, IA, US Charitable 2021
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2021
St Judes's Research Hospital $2,000 Memphis, TN, US Charitable 2021
Street Love Foundation $4,000 Delray, FL, US Charitable 2021
Street Tails Rescue $500 Philadelphia, PA, US Charitable 2021
The Bowery Mission $1,000 New York, NY, US Charitable 2021
Treats For Troops $1,000 Merion Station, PA, US Charitable 2021
Wounded Warrior Project $1,500 Topeka, KS, US Charitable 2021
Yad Vashem $500 New York, NY, US Charitable 2021
Abramson Cancer Center $6,000 Philadelphia, PA, US Charitable/medical Research/cancer Awareness 2020
American Jewish Committee $3,000 Philadelphia, PA, US Charitable 2020
Atidim - American Friends Of Libi $8,000 Brookline, MA, US Charitable 2020
Environmental Defense Fund Inc $1,000 Washington, DC, US Charitable 2020
Everytown For Gun Safety Action Fund $1,000 New York, NY, US Charitable 2020
Feeding America $1,000 Washington, DC, US Charitable 2020
Jewish Federation Of Philadelphia $2,000 Pa, PA, US Charitable 2020
Kimmel Cancer Center $5,000 Philadelphia, PA, US Charitable 2020
Living Beyond Breast Cancer $10,000 Bala Cynwyd, PA, US Charitable 2020
Melanoma Research Foundation $2,000 Baltimore, MD, US Charitable/medical Research/cancer Awareness 2020
Naacp Legal Defense And Educational Fund Inc $1,000 New York, NY, US Charitable 2020
Nature Conservancy $1,000 Arlington, VA, US Charitable 2020
Philabundance $1,000 Philadelphia, PA, US Charitable 2020
Red Cross Disaster Relief $1,000 Boone, IA, US Charitable 2020
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2020
Spca Montgomery County $500 Conshohocken, PA, US Charitable 2020
St Judes's Research Hospital $2,000 Memphis, TN, US Charitable 2020
Street Love Foundation $4,000 Conshohocken, PA, US Charitable 2020
The Bowery Mission $3,000 New York, NY, US Charitable 2020
Treats For Troops $500 Merion Station, PA, US Charitable 2020
Wounded Warrior Project $1,000 Topeka, KS, US Charitable 2020
Yad Vashem $500 New York, NY, US Charitable 2020
Abramson Cancer Center $4,250 Ardmore, PA, US Charitable/medical Research/cancer Awareness 2019
American Jewish Committee $1,927 Philadelphia, PA, US Charitable 2019
Environmental Defense Fund Inc $1,000 Washington, DC, US Charitable 2019
Everytown For Gun Safety Action Fund $1,000 New York, NY, US Charitable 2019
Feeding America $1,000 Washington, DC, US Charitable 2019
Kimmel Cancer Center $3,000 Philadelphia, PA, US Charitable 2019
Legacy Of Hope $750 Philadelphia, PA, US Charitable 2019
Living Beyond Breast Cancer $6,000 Bala Cynwyd, PA, US Charitable 2019
Melanoma Research Foundation $2,000 Washington, DC, US Charitable/medical Research/cancer Awareness 2019
Naacp Legal Defense And Educational Fund Inc $1,000 New York, NY, US Charitable 2019
Nature Conservancy $1,000 Arlington, VA, US Charitable 2019
Philabundance $500 Philadelphia, PA, US Charitable 2019
Red Cross Disaster Relief $500 Boone, IA, US Charitable 2019
Ryan Veterinary Hospital - University Of Pennsylvania $1,500 Philadelphia, PA, US Charitable 2019
Spca Montgomery County $500 Conshohocken, PA, US Charitable 2019
St Judes's Research Hospital $1,000 Memphis, TN, US Charitable 2019
Street Love Foundation $3,500 Conshohocken, PA, US Charitable 2019
Treats For Troops $500 Merion Station, PA, US Charitable 2019
Tulane Fund For Undergraduate Education $500 New Orleans, LA, US Charitable 2019
Tulane Hillel $500 New Orleans, LA, US Charitable 2019
Wounded Warrior Project $500 Topeka, KS, US Charitable 2019
Yad Vashem $500 New York, NY, US Charitable 2019

Foundations Similar to The Charles J Schwab Foundation Inc

Discover 5 foundations with comparable assets ($2,373,238-$2,409,349), similar grant patterns, and geographic focus in PA 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

EIN: 23-6200741 | 311 grants awarded
$2,392,297
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$2,500
median grant
Philadelphia, PA
Same state
100%
Excellent match

EIN: 25-6065754 | 304 grants awarded
$2,384,292
(≈ Similar)
$3,000
median grant
Oakdale, PA
Same state
100%
Excellent match

EIN: 20-1362043 | 185 grants awarded
$2,402,695
(≈ Similar)
$1,800
median grant
Pittsburgh, PA
Same state
100%
Excellent match

EIN: 25-6734545 | 54 grants awarded
$2,409,349
(≈ Similar)
$5,000
median grant
Philadelphia, PA
Same state
100%
Excellent match

EIN: 35-6007637 | 330 grants awarded
$2,373,238
(≈ Similar)
$2,000
median grant
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Same state
100%
Excellent match

Contact Information

Official contact details for The Charles J Schwab Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 45-3914959
Website N/A
Address CO A LEVIN 510 WALNUT ST 500 Philadelphia, PA 19106-0000

Key People (4)

Board members, trustees, and key staff who oversee The Charles J Schwab Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President, Trustee Dawn B Schwab
Vice-president, Trustee William Schwab
Secretary Trustee Brett Schwab
Treasurer, Trustee Dylan Schwab

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 The Charles J Schwab Foundation Inc 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.