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· Private foundation
THE CHARLES J SCHWAB FOUNDATION INC
This foundation does not accept unsolicited requests — it funds preselected organizations.
$107k
Granted FY2025
16
Grants
7
Communities
$20k
Largest
01What you fund
01
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 72% of THE CHARLES J SCHWAB FOUNDATION INC’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
02beneath the categories
Past the labels — and the year it shifted
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
2020
tulanedefense
2021
defense
2022
philadelphia
2023
israel
2024
israel
2025
—
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
03FY2025 · 16 grants
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k11 grants · $35k
- $10k–50k5 grants · $72k
$5,000
Median grant
7
States reached
$2.4M
Total assets
Largest grants
- ABRAMSON CANCER CENTER$20,000
- LIVING BEYOND BREAST CANCER$20,000
- JEWISH NATIONAL FUND$12,087
- COOPER MD ANDERSON$10,000
- FRIENDS OF UNITED HATZALAH$10,000
- FRIENDS OF IDF$5,000
- PLANNED PARENTHOOD$5,000
- STREET LOVE FOUNDATION$5,000
- MELANOMA RESEARCH FOUNDATION$5,000
- PHILABUNDANCE$5,000
- AMERICAN JEWISH COMMITTEE$3,000
- THE AMERICAN KIDNEY FUND$2,500
- RYAN VETERINARY HOSPITAL - UNIVERSITY OF PENNSYLVANIA$1,500
- TREATS FOR TROOPS$1,000
- HILLEL OF PENN STATE$1,000
02The need
04
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:
Dollar for dollar, your grants (FY20–25) land where the poverty rate runs at 12% — the area typically sits at 7%. 58% of your dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
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 line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
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, United Way ALICE — 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.
97%of every dollar goes to organizations you’ve funded before.
$466k · 31 repeat orgs$14k to everyone else
31 repeat relationships — 15 still active in FY2025, 16 since wound down; 1 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Re-uppedFunded once
Organizations
31
5
Total granted
$466k
$4k
Median revenue growth · since first grant
+35%
+596%
Still filing today
19%
20%
New vs renewed · share of each year
In FY2025, 91% of grant dollars renewed an existing relationship; $10k went to new ones.
RenewedFirst-time
Where new relationships form · theme of each grantee’s first grant
HealthFood & NutritionCrime & LegalRecreation & SportsInternationalArts & 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
- LBLIVING BEYOND BREAST CANCER6× · 2020–2025 · $96k · revenue +54%
- CFCENTRAL FUND OF ISRAEL2× · 2023–2024 · $11k · revenue +145%
PHILABUNDANCE6× · 2020–2025 · $10k · revenue +35%
Funded once
- PYPHILADELPHIA YOUTH BASKETBALLgraduatedone grant, 2022 · $2k · revenue +405%
- LOLEGACY OF HOPEone grant, 2020 · $750 · revenue +596%
- TFTULANE FUND FOR UNDERGRADUATE EDUCATIONone grant, 2020 · $500
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
United Food Bank
Uniting communities to alleviate hunger.
Food & Nutrition
2
United Israel Appeal Inc
Uia is responsible for the allocation and oversight of funds raised by the united states jewish federation campaigns expended in israel by the jewish agency for israel.
International
3
American Cancer Society Inc
Improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer.
Health
4
Greater Philadelphia Tourism Marketing
Visit philadelphia is our name and our mission. as the region's official tourism marketing agency, we build greater philadelphia's image, drive visitation and boost the economy.
Community Improvement
5
Central Pennsylvania Food Bank
Fighting hunger, improving lives, strengthening communities.
Food & Nutrition
6
Philadelphia Industrial Development
Pidc plans and implements economic development initiatives (see schedule o) which enhance the competitive environment, generate jobs and produce higher tax ratables throughout philadelphia.
Community Improvement
7
The Breast Cancer Research
Prevent and cure breast cancer by advancing the world's most promising research.
Public Safety & Disaster
8
American Gas Association
American gas association (the association) is an advocate for natural gas utility companies and their customers. the association helps natural gas utilities achieve operational excellence in the safe, reliable and efficient delivery of…
—
9
Global Fund for Children
To advance the rights and opportunities of children and youth worldwide.
Arts & Culture
10
Jewish Federation Council of Greater La
Based on jewish values, the jewish federation of greater los angeles convenes and leads the community and leverages its resources to assure the continuity of the jewish people, support a secure state of israel, care for jews in need here…
Philanthropy
11
Personal Care Products Council
Improving the quality of life of patients undergoing cancer treatment.
Health
12
Global Carbon Market Utility Governing
Global carbon market utility governing council inc (gcmu governing council inc) is dedicated to dramatically reducing the amount of carbon dioxide and related greenhouse gases in the earth's atmosphere, thereby helping to preserve and…
Environment
For reference, the grantee most central to the portfolio’s shape is Philabundance and the most unlike its peers is Friends of United Hatzalah Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network
9 grantees, every filing reconciled, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
8/9
Grantees still filing
7/9
Grew since you first funded
Where your money sits — by cause, then by grantee
Other$347,579Health$96,750International$11,000Arts & Culture$10,000Food & Nutrition$9,500Crime & Legal$3,000Recreation & Sports$2,000
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 LIVING BEYOND BREAST CANCER ↗
- Who funds CENTRAL FUND OF ISRAEL ↗
- Who funds FRIENDS OF UNITED HATZALAH ↗
- Who funds PHILABUNDANCE ↗
- Who funds THE AMERICAN KIDNEY FUND ↗
- Who funds EVERYTOWN FOR GUN SAFETY ACTION FUND ↗
- Who funds NATURE CONSERVANCY ↗
- Who funds PHILADELPHIA YOUTH BASKETBALL ↗
- Who funds LEGACY OF HOPE ↗
Government reliance of your grantees
Every dot is one organisation THE CHARLES J SCHWAB FOUNDATION INC 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
no gov moneyreceives it· size = income
1get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–24
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. 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
Through Plinth
Your grantmaking, live and operational
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: LIVING BEYOND BREAST CANCER.
Agentic due diligence · confidence × risk
Financial management
low risk
~12 months of operating runway; revenue grew over 8 filed years.
Track record & reputation
low risk
8 years of Form 990 filings, still active; revenue up +54% since.
Legal standing
low risk
US 501(c)(3); EIN 232734689 on file with current IRS Form 990 filings.
Governance
Live in Plinth
Board composition & governance documents — verified live in Plinth from the applicant.
Compliance & sanctions
Live in Plinth
OFAC / UN sanctions screening — run live in Plinth at assessment.
Program capacity
Live in Plinth
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on LIVING BEYOND BREAST CANCER, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
- On trackFinancial stability— Roughly 12 months of cash on hand.
- On trackSustained operations— Filing through 2024; revenue grew over the period.
- On trackReliance on your funding— Your grants peaked at 0% of their budget — diversified.
- Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
How do I get to The Charles J Schwab Foundation Inc?
Find your warmest path to The Charles J Schwab Foundation Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.
More from the funding graph
The regranting layer
51% of grant dollars pass through an intermediary
The DAF merry-go-round
$9.7B circulates between donor-advised funds
Strange bedfellows
the named clusters of US funding
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines