Florida · Private foundation
Charles R Schwab Foundation for Financial Freedom
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $800k
- Granted FY2021
- 5
- Grants FY2021
- 5
- Organizations funded FY2021
- 80%
- First-time grantees FY2021
Read this first · the figures below need context
90% of Charles R Schwab Foundation for Financial Freedom’s FY2025 grant dollars went to The Board Of Trustees Of The Leland Stanford Junior University, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 5 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year Charles R Schwab Foundation for Financial Freedom named its own grantees at scale: 5 organizations, $800k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2021
- $90,000
- Largest grant, FY2021
- $500,000
- Organizations funded a year
- 3 to 5
- FY2020 to FY2021
- States reached, FY2021
- 4
- Total assets, FY2021
- $1.9M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2021, 80% of the organizations Charles R Schwab Foundation for Financial Freedom funded were first-time grantees, receiving 88% of its grant dollars.
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2021 | 5 | $800k | 80% |
| FY2020 | 3 | $700k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Girl Scouts of the United States of America | $1,000,000 | 2 | 0% |
| Council for Economic Education | $550,000 | 3 | 5% |
| Teach for America Inc | $500,000 | 2 | 0% |
| Working in Support of Education Inc | $425,000 | 2 | 8% |
| Sifma Foundation for Investor Education (Fie) Inc | $375,000 | 1 | n/a |
| Jumpstart Coalition for Personal Financial Literacy | $350,000 | 2 | 19% |
| National 4-H Council | $350,000 | 1 | 0% |
| Society for Financial Education & Professional Development | $300,000 | 1 | 20% |
| Donorschooseorg | $300,000 | 1 | 0% |
| Project Glimmer | $250,000 | 1 | 2% |
Show all 17 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Girl Scouts of the United States of America | $1,000,000 | 2 | 0% |
| Council for Economic Education | $550,000 | 3 | 5% |
| Teach for America Inc | $500,000 | 2 | 0% |
| Working in Support of Education Inc | $425,000 | 2 | 8% |
| Sifma Foundation for Investor Education (Fie) Inc | $375,000 | 1 | n/a |
| Jumpstart Coalition for Personal Financial Literacy | $350,000 | 2 | 19% |
| National 4-H Council | $350,000 | 1 | 0% |
| Society for Financial Education & Professional Development | $300,000 | 1 | 20% |
| Donorschooseorg | $300,000 | 1 | 0% |
| Project Glimmer | $250,000 | 1 | 2% |
| Next Gen Personal Finance | $250,000 | 1 | n/a |
| Boys & Girls Clubs of America | $200,000 | 1 | 0% |
| The Manufacturing Institute | $150,000 | 1 | n/a |
| Junior Achievement-Rocky Mountain Inc | $90,000 | 1 | 2% |
| Williamson College of the Trades | $85,000 | 1 | 0% |
| Foundation for Junior Achievement of Arizona Inc | $60,000 | 1 | 53% |
| Junior Achievement of the Chisholm Trail Inc | $50,000 | 1 | 4% |
What it could do for these grantees
Plus 2 recipients with no EIN on record ($500k), not named here.
Where it is load-bearing
Charles R Schwab Foundation for Financial Freedom supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 14 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Wells Fargo Foundation · The Blackbaud Giving Fund · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Charities Aid Foundation America · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
How this is measured
Compare Charles R Schwab Foundation for Financial Freedom with peer funders
Warm introductions · Powered by PlinthPlus
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Find your warmest path to Charles R Schwab Foundation for Financial Freedom 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.
About Charles R Schwab Foundation for Financial Freedom
- How much does Charles R Schwab Foundation for Financial Freedom give?
- Charles R Schwab Foundation for Financial Freedom reported 5 grants totaling $800,000 in its FY2021 IRS filing. It funded between 3 and 5 organizations a year over FY2020 to FY2021.
- What does Charles R Schwab Foundation for Financial Freedom fund?
- By grant dollars over FY2020 to FY2025, its largest causes are Education (92%), Youth Development (5%), Social Science (2%).
- Who are Charles R Schwab Foundation for Financial Freedom's largest grantees?
- By total granted over FY2020 to FY2025: Girl Scouts of the United States of America ($1.0M), Council for Economic Education ($550k), Teach for America Inc ($500k).
- Does Charles R Schwab Foundation for Financial Freedom fund new organizations?
- In FY2021, 80% of the organizations it funded were first-time grantees.
- Does Charles R Schwab Foundation for Financial Freedom accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Charles R Schwab Foundation for Financial Freedom?
- Its strongest co-funders, measured against what their size predicts, include Wells Fargo Foundation, The Blackbaud Giving Fund, Gs Donor Advised Philanthropy Fund for Wealth Management Inc.
- Where is Charles R Schwab Foundation for Financial Freedom based?
- Charles R Schwab Foundation for Financial Freedom is based in FL.
Play a game based on Charles R Schwab Foundation for Financial Freedom’s filings →