· 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.
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.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2019–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2021
- $50k–250k4 grants · $300k
- $250k+1 grant · $500k
| Recipient | Amount |
|---|---|
| Girl Scouts Of The United States Of America | $500,000 |
| COUNCIL FOR ECONOMIC EDUCATION | $100,000 |
| Junior Achievement Rocky Mountain Inc | $90,000 |
| Foundation For Junior Achievement Of Arizona Inc | $60,000 |
| Junior Achievement of the Chisholm Trail Inc | $50,000 |
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.
Your human-services grants (FY22–25, $500k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 50% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.
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
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.
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.
5 repeat relationships — 2 still active in FY2021, 3 since wound down; 12 grantees were first funded in FY2021 (too recent to call). Read against FY2021, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 18% of grant dollars renewed an existing relationship; $1.0M went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- GSGIRL SCOUTS OF THE UNITED STATES OF AMERICA2× · 2021–2022 · $1.0M · revenue +14%
- CFCOUNCIL FOR ECONOMIC EDUCATION3× · 2020–2022 · $550k · revenue +64%
- WIWORKING IN SUPPORT OF EDUCATION INC2× · 2024–2025 · $425k · revenue +8%
Funded once
- DDONORSCHOOSEORGone grant, 2020 · $300k · revenue +1%
- BGBOYS & GIRLS CLUBS OF AMERICAone grant, 2020 · $200k · revenue +8%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
To inspire and prepare young people to succeed in a global economy
To educate and inspire young people to succeed in a global economy.
To inspire and prepare young people to succeed in a global economy.
To inspire and prepare young people to succeed in a global economy. see additional mission information on schedule o.
Through the time, talent, and resources of corporate, education, and community partners, Junior Achievement of Georgia inspires and prepares young people, K-12th grade, to succeed in a global economy. All programs align with Georgia's…
Junior Achievement of Central Illinois inspires and prepares young people to succeed in the global economy. Our volunteer-delivered, experiential programs give students knowledge and skills in financial literacy, work readiness and…
Junior achievement of south texas's mission is to inspire and prepare young peopleto succeed in a global economy. the purpose is to educate and inspire young peopleto value free enterprise, business, and economics to improve the quality of…
Ai4all's mission is to ensure that the next generation of ai leaders reflects humanity. ai4all is transforming the pipeline of ai practitioners who will shape ai for the benefit of humanity.
Empowering young people to own their economic success through work readiness, entrepreneurship, and financial literacy.
Empowering financial professionals and consumers through world-class advocacy and education.
To best prepare minnesota students with business, career and financial literacy skills through experiences that inspire success in work and life.
The mission statement of jani is: to inspire and prepare young people to succeed in a global economy.
For reference, the grantee most central to the portfolio’s shape is Working in Support of Education Inc and the most unlike its peers is Next Gen Personal Finance. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
18 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. 18 of the 20 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
- Who funds GIRL SCOUTS OF THE UNITED STATES OF AMERICA ↗
- Who funds COUNCIL FOR ECONOMIC EDUCATION ↗
- Who funds Teach for America Inc ↗
- Who funds WORKING IN SUPPORT OF EDUCATION INC ↗
- Who funds SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC ↗
- Who funds JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY ↗
- Who funds National 4-H Council ↗
- Who funds SOCIETY FOR FINANCIAL EDUCATION & PROFESSIONAL DEVELOPMENT ↗
- Who funds DONORSCHOOSEORG ↗
- Who funds PROJECT GLIMMER ↗
- Who funds NEXT GEN PERSONAL FINANCE ↗
- Who funds BOYS & GIRLS CLUBS OF AMERICA ↗
- Who funds THE MANUFACTURING INSTITUTE ↗
- Who funds JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC ↗
- Who funds WILLIAMSON COLLEGE OF THE TRADES ↗
- Who funds FOUNDATION FOR JUNIOR ACHIEVEMENT OF ARIZONA INC ↗
- Who funds JUNIOR ACHIEVEMENT OF THE CHISHOLM TRAIL INC ↗
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.
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
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 R Schwab Foundation for Financial Freedom 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.
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.
Warm introductions · Powered by PlinthPlus
How do I get to Charles R Schwab Foundation for Financial Freedom?
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.