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· Private foundation

Charles and Helen Schwab Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$35M
Granted FY2024still arriving
96
Grants FY2024still arriving
15
States reached
$3.0M
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.

Education$137MHealth$57MInternational$36MEmployment$8.9MPhilanthropy$6.8MYouth Development$5.7MHousing & Shelter$3.8MHuman Services$3.3MOther$0
02FY2024 · 96 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k15 grants · $12k
  • $10k–50k3 grants · $75k
  • $50k–250k20 grants · $3.0M
  • $250k+58 grants · $32M
$250,000
Median grant
15
States reached
$542M
Total assets
Largest grants
RecipientAmount
Cambiar Education$3,000,000
Tipping Point Community$2,600,000
Charter School Growth Fund$1,500,000
3rd Street Youth Center & Clinic$1,300,000
Teach for America$1,005,000
PlayLab Education$1,000,000
City Fund$800,000
Oakland REACH$800,000
Innovate Public Schools$800,000
New Schools Venture Fund$750,000
Silicon Schools Fund$750,000
KIPP Foundation$750,000
Tides Center$605,000
Greenhouse E3$600,000
Braven Inc$500,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–24, $6.6M) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 64% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%Prader-Willi Homes of California: $25k → 8%Learning Ally Inc: $50k → 11%Immigration Counseling Service: $500 → 12%Funders Together to End Homelessness: $25k → 16%New Horizons: $500 → 9%First Place For Youth: $375k → 10%First Place For Youth: $350k → 10%First Place For Youth: $300k → 10%First Place For Youth: $300k → 10%First Place For Youth: $300k → 10%First Place For Youth: $250k → 10%First Place for Youth: $250k → 10%Episcopal Community Services: $300k → 10%First Place For Youth: $250k → 10%Episcopal Community Services of San Franc: $300k → 10%Episcopal Community Services of San Franc: $300k → 10%Episcopal Community Services: $150k → 10%Episcopal Community Services: $100k → 10%Episcopal Community Services: $100k → 10%Episcopal Community Services of San Franc: $50k → 10%Birth Companions Community Center: $2k → 10%Birth Companions Community Center: $1k → 10%Larkin Street Youth Services: $350k → 10%Larkin Street Youth Services: $300k → 10%Larkin Street Youth Services: $300k → 10%Larkin Street Youth Services: $100k → 10%Larkin Street Youth Services: $100k → 10%Larkin Street Youth Services: $100k → 10%Tides Center: $605k → 10%Tides Center: $600k → 10%Tides Center: $350k → 10%At The Crossroads: $155 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

WA
MN
IL
NY
MA
OR
PA
NJ
CT
RI
CA
CO
MO
MD
AZ
TN
NC
DC
HI
LA
GA
TX
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

81%of every dollar goes to organizations you’ve funded before.
$211M · 114 repeat orgs$49M to everyone else

114 repeat relationships — 55 still active in FY2024, 59 since wound down; 38 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

114
61

Total granted

$211M
$41M

Median revenue growth · since first grant

+28%
+28%

Still filing today

88%
64%

New vs renewed · share of each year

In FY2024, 76% of grant dollars renewed an existing relationship; $8.2M went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHuman ServicesPhilanthropyHealthHousing & ShelterArts & CultureOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TP
    TIPPING POINT COMMUNITY
    8× · 2017–2024 · $34M · revenue +18%
  • CE
    CAMBIAR EDUCATION
    3× · 2022–2024 · $11M · revenue +102%
  • CF
    CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND
    7× · 2017–2024 · $8.2M · revenue +221%

Funded once

  • CH
    CHILDREN'S HEALTH COUNCIL INC
    one grant, 2021 · $32M · revenue -33% · 52% of their budget
  • NA
    National Alliance for Public Charter Sch
    one grant, 2019 · $900k
  • NA
    NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS
    one grant, 2017 · $814k · revenue +10%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Alternative Schools Inc

To help each child reach his/her full potential by cultivating an active village of parents, community members, and stakeholders involved in providing an individual, personal, and conceptual learning environment for each student.

Education
2
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
3
Presidio Hill School

Presidio hill school is a co-ed k-8 independent, progressive school. learning is collaborative and an active experience with an emphasis on inquiry. students are engaged in their own learning and guided by an expert faculty through a…

Education
4
Leadership Public Schools

Our mission is to create inclusive, empowering, and college-preparatory experiences that equip students to succeed in college, career, and as leaders in their communities.

Education
5
South Shore Charter School

The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…

Education
6
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
7
New Classrooms Innovation Partners Inc

To create and inspire better ways to give every student an educational foundation for lifelong success. we imagine a world where every student attends a school that meets them where they are, adapts to the unique ways they learn, and…

Education
8
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
9
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
10
Chicago Public Education Fund

The chicago public education fund (the fund) is a nonprofit organization that improves public schools in chicago by investing in the talented educators who lead them.

Education
11
The College Preparatory School

At college prep we believe in the foundational importance of scholarship, the value of dialogue, and the need for academically curious young people to belong to a kind, creative, diverse and joyful community. we challenge our students to…

Education
12
Golden Gate University

Golden gate university prepares individuals to lead and serve by providing high quality, practice-based educational programs in law, taxation, business and related professions - as a nonprofit institution - in an innovative and challenging…

Education

For reference, the grantee most central to the portfolio’s shape is Education Pioneers and the most unlike its peers is Rogers Family Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity FoundationsAffordable Housing Developm…Independent K-12 SchoolsYouth Sports ProgramsPregnancy Support ServicesHealth Access Advocacy and …Youth Development CentersYouth Development ServicesOrchestra and Ensemble Perf…Food Banks and PantriesCancer Support ServicesEnvironmental Conservation …
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 20 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%8%<5yr15%11%5–10yr20%28%10–20yr17%31%20–35yr11%12%35–55yr13%11%55yr+
THE FIELDby orgYOUR MONEYby value24%7%<5yr15%7%5–10yr20%29%10–20yr17%38%20–35yr11%4%35–55yr13%16%55yr+

The field is 24% startups (under 5 years old) — 8% of your grantees by number, and just 7% of your money.

Closures · last 5 years

The orgs you fund almost never close — 1% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
1%2/188
the rest of the field
14%
26,002/186,790

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

185 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 185 of the 223 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

12
Load-bearing (≥25% of a budget)
16
Early backer (in before they grew)
181/185
Grantees still filing
111/185
Grew since you first funded

Where your money sits — by cause, then by grantee

CAMBIAR EDUCATION — $10,500,000 · EducationCAMBIAR EDUCATIONSILICON SCHOOLS FUND INC — $6,403,833 · EducationSILICON SCHOOLS FUND INCTeach for America Inc — $5,520,245 · EducationNEW LEADERS INC — $5,100,000 · EducationNEW SCHOOLS FUND — $4,405,001 · EducationBLUEPRINT — $4,013,443 · EducationCALIFORNIA CHARTER SCHOOLS ASSOCIATION — $3,679,871 · Education+71 more — $67,606,709 · Education+71 moreTIPPING POINT COMMUNITY — $33,918,847 · PhilanthropyTIPPING POINT COMMUNITYCHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND — $8,243,110 · PhilanthropyCHARTER FUND INC D/B/A C…INNOVATE PUBLIC SCHOOLS — $7,240,614 · PhilanthropyINNOVATE PUBLIC SCHOOLSREDF — $2,000,000 · Philanthropy+11 more — $5,836,443 · Philanthropy+11 moreCHILDREN'S HEALTH COUNCIL INC — $32,300,000 · HealthCHILDREN'S HEALTH CO…CHILD MIND INSTITUTE INC — $7,825,000 · HealthCHILD MIND INSTITUTE…GRACE SCIENCE FOUNDATION — $2,000,000 · HealthNURSE-FAMILY PARTNERSHIP — $1,950,000 · Health+4 more — $3,475,450 · Health+4 moreNantucket Cottage Hospital — $4,986,323 · OtherNantucket Cottag…Teach for America - Bay Area — $2,000,000 · OtherEdNavigator — $1,820,000 · OtherIndividual grant recipient — $1,650,000 · OtherCENTER FOR EMPLOYMENT OPPORTUNITIES INC — $2,700,000 · OtherCENTER FOR EMPLO…GOLDEN GATE NATIONAL PARKS CONSERVANCY — $2,100,000 · OtherGOLDEN GATE NATI…NEW VENTURE FUND — $1,425,000 · OtherALZHEIMER'S DRUG DISCOVERY FOUNDATION — $3,325,000 · OtherALZHEIMER'S DRUG…+68 more — $18,961,789 · Other+68 moreFIRST PLACE FOR YOUTH — $2,375,000 · Human ServicesTIDES CENTER — $1,555,000 · Human ServicesLarkin Street Youth Services — $1,250,000 · Human ServicesEpiscopal Community Services — $650,000 · Human ServicesEPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO — $650,000 · Human Services+4 more — $102,500 · Human ServicesPROFOUND GENTLEMEN INC — $1,350,000 · Youth Development3RD STREET YOUTH CENTER AND CLINIC — $1,300,000 · Youth DevelopmentBRAVEN INC — $1,000,000 · Youth DevelopmentFamily Engagement Lab — $750,000 · Youth DevelopmentBOOKER T WASHINGTON COMMUNITY SERVICE CENTER — $265,000 · Youth DevelopmentSTAND FOR CHILDREN LEADERSHIP CENTER INC — $250,000 · Youth Development+1 more — $2,000 · Youth DevelopmentGreenhouse E3 — $1,400,000 · Housing & ShelterCOMMUNITY HOUSING PARTNERSHIP — $775,000 · Housing & ShelterNEW DOOR VENTURES FKA GOLDEN GATE COMMUNITY INC — $725,000 · Housing & ShelterTHE SAN FRANCISCO HOUSING ACCELERATOR FUND — $615,000 · Housing & ShelterEviction Defense Collaborative Inc — $400,000 · Housing & ShelterFirm Foundation Community Housing — $275,000 · Housing & Shelter+1 more — $25,000 · Housing & Shelter
Education$107,229,102Philanthropy$57,239,014Health$47,550,450Other$38,968,112Human Services$6,582,500Youth Development$4,917,000Housing & Shelter$4,215,000

Showing your 200 largest grantees by grant value.

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTIPPING POINT COMMUNITY — $33,918,847 over 8y, 22% of budgetCHILDREN'S HEALTH COUNCIL INC — $32,300,000 over 1y, 52% of budgetCAMBIAR EDUCATION — $10,500,000 over 3y, 13% of budgetCHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND — $8,243,110 over 7y, 2.1% of budgetCHILD MIND INSTITUTE INC — $7,825,000 over 6y, 7.5% of budgetINNOVATE PUBLIC SCHOOLS — $7,240,614 over 8y, 22% of budgetSILICON SCHOOLS FUND INC — $6,403,833 over 8y, 16% of budgetTeach for America Inc — $5,520,245 over 5y, 0.5% of budgetNEW LEADERS INC — $5,100,000 over 8y, 4.0% of budgetNEW SCHOOLS FUND — $4,405,001 over 8y, 2.3% of budgetBLUEPRINT — $4,013,443 over 3y, 19% of budgetCALIFORNIA CHARTER SCHOOLS ASSOCIATION — $3,679,871 over 4y, 7.1% of budgetThe Oakland REACH — $3,350,000 over 6y, 100% of budgetALZHEIMER'S DRUG DISCOVERY FOUNDATION — $3,325,000 over 5y, 4.0% of budgetROCKETSHIP EDUCATION — $3,075,000 over 8y, 0.4% of budgetKIPP FOUNDATION — $3,000,001 over 8y, 1.0% of budgetNEW TEACHER CENTER — $2,800,000 over 7y, 1.6% of budgetCENTER FOR EMPLOYMENT OPPORTUNITIES INC — $2,700,000 over 8y, 0.6% of budgetYEAR UP INC — $2,400,000 over 7y, 0.3% of budgetFIRST PLACE FOR YOUTH — $2,375,000 over 8y, 1.4% of budgetTNTP INC — $2,353,708 over 6y, 1.3% of budgetSUMMIT PUBLIC SCHOOLS — $2,350,000 over 8y, 0.9% of budgetGOLDEN GATE NATIONAL PARKS CONSERVANCY — $2,100,000 over 3y, 2.0% of budgetLead Liberated — $2,075,000 over 7y, 41% of budgetREDF — $2,000,000 over 8y, 2.5% of budgetALDER GRADUATE SCHOOL OF EDUCATION — $2,000,000 over 8y, 3.4% of budgetGRACE SCIENCE FOUNDATION — $2,000,000 over 8y, 39% of budgetNURSE-FAMILY PARTNERSHIP — $1,950,000 over 7y, 1.0% of budgetVOICES COLLEGE-BOUND LANGUAGE ACADEMIES — $1,775,000 over 7y, 4.9% of budgetDONOR ADVISED CHARITABLE GIVING INC — $1,695,843 over 3y, 0.0% of budgetREX AND MARGARET FORTUNE SCHOOL OF EDUCATION — $1,675,000 over 6y, 0.9% of budgetNOBLE NETWORK OF CHARTER SCHOOLS — $1,613,250 over 6y, 0.2% of budgetNATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS — $1,600,000 over 5y, 8.3% of budgetTIDES CENTER — $1,555,000 over 3y, 0.3% of budgetSUCCESS ACADEMY CHARTER SCHOOLS - NYC — $1,550,000 over 2y, 0.3% of budgetNAVIGATOR SCHOOLS — $1,500,000 over 6y, 2.1% of budgetGREATSCHOOLS INC — $1,500,000 over 7y, 5.5% of budgetNATIONAL CHARTER COLLABORATIVE — $1,500,000 over 6y, 40% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC — $1,450,450 over 6y, 0.1% of budgetNEW VENTURE FUND — $1,425,000 over 7y, 0.1% of budgetGreenhouse E3 — $1,400,000 over 3y, 20% of budgetSAN JOAQUIN A PLUS INC — $1,400,000 over 5y, 13% of budgetHomeless Prenatal Program Inc — $1,400,000 over 7y, 1.4% of budgetMEB ALLIANCE FOR EDUCATOR DIVERSITY INC — $1,375,000 over 6y, 5.0% of budgetPROFOUND GENTLEMEN INC — $1,350,000 over 6y, 19% of budget3RD STREET YOUTH CENTER AND CLINIC — $1,300,000 over 1y, 14% of budgetINSPIRENOLA CHARTER SCHOOLS — $1,295,000 over 6y, 0.7% of budgetRUBICON PROGRAMS INC — $1,275,000 over 6y, 1.9% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds TIPPING POINT COMMUNITY ↗
  • Who funds CHILDREN'S HEALTH COUNCIL INC ↗
  • Who funds CAMBIAR EDUCATION ↗
  • Who funds CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND ↗
  • Who funds CHILD MIND INSTITUTE INC ↗
  • Who funds INNOVATE PUBLIC SCHOOLS ↗
  • Who funds SILICON SCHOOLS FUND INC ↗
  • Who funds Teach for America Inc ↗
  • Who funds NEW LEADERS INC ↗
  • Who funds NEW SCHOOLS FUND ↗
  • Who funds BLUEPRINT ↗
  • Who funds CALIFORNIA CHARTER SCHOOLS ASSOCIATION ↗
  • Who funds The Oakland REACH ↗
  • Who funds ALZHEIMER'S DRUG DISCOVERY FOUNDATION ↗
  • Who funds ROCKETSHIP EDUCATION ↗
  • Who funds KIPP FOUNDATION ↗
  • Who funds NEW TEACHER CENTER ↗
  • Who funds CENTER FOR EMPLOYMENT OPPORTUNITIES INC ↗
  • Who funds YEAR UP INC ↗
  • Who funds FIRST PLACE FOR YOUTH ↗
  • Who funds TNTP INC ↗
  • Who funds SUMMIT PUBLIC SCHOOLS ↗
  • Who funds GOLDEN GATE NATIONAL PARKS CONSERVANCY ↗
  • Who funds Lead Liberated ↗
  • Who funds REDF ↗
  • Who funds ALDER GRADUATE SCHOOL OF EDUCATION ↗
  • Who funds GRACE SCIENCE FOUNDATION ↗
  • Who funds NURSE-FAMILY PARTNERSHIP ↗
  • Who funds VOICES COLLEGE-BOUND LANGUAGE ACADEMIES ↗
  • Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
  • Who funds REX AND MARGARET FORTUNE SCHOOL OF EDUCATION ↗
  • Who funds NOBLE NETWORK OF CHARTER SCHOOLS ↗
  • Who funds NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS ↗
  • Who funds TIDES CENTER ↗
  • Who funds SUCCESS ACADEMY CHARTER SCHOOLS - NYC ↗
  • Who funds NAVIGATOR SCHOOLS ↗

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Walton Family Foundat…Charter Fund Inc D/B/…Gates FoundationNew Schools FundCity FundSilicon Schools Fund …Tipping Point Communi…The San Francisco Fou…Crankstart FoundationSilicon Valley Commun…Carnegie Corporation …Marin Community Found…
Walton Family Foundation IncAR80.5× affinity48 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Walton Family Foundation Inc · Charter Fund Inc D/B/A Charter School Growth Fund · Gates Foundation · New Schools Fund · City Fund · Silicon Schools Fund Inc · Tipping Point Community · The San Francisco Foundation · Crankstart Foundation · Silicon Valley Community Foundation · Carnegie Corporation of New York · Marin Community Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Charles and Helen Schwab Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 100%6%23%51%90%your share of their income ↑0%23%45%68%90%share of the org’s income from government →median 12%
  • Immigration Counseling Service Inc — 20% of income from government
  • Boys and Girls Clubs of Bend Inc — 16% of income from government
  • Johns Hopkins University — 12% of income from government
  • Learning Ally Inc — 4% of income from government
  • Year Up Inc — 0% of income from government
  • Achievement First Inc — 0% of income from government
no gov moneyreceives it· size = income
10get no government money at all
54report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Charles and Helen Schwab Foundation?

Find your warmest path to Charles and Helen Schwab Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 223 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home