Charles J Schwab Foundation Inc
Only null% goes to programs Strong reserves Growing revenue
Charles J Schwab Foundation Inc is a 501(c)(3) organization based in Philadelphia, Pennsylvania, registered in 2012, with $282,991 in FY2024 revenue. CharityIndex grades it C+.
Attn Dawn Schwab 510 Walnut St, Philadelphia, PA, 19106 EIN 45-3914959 Since 2012
Revenue (FY2024)
$283K
▲ 246.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$115K
Net assets
$2.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles J Schwab Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating212 mo reserves · +59% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles J Schwab Foundation Inc: 212 mo reserves · +59% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles J Schwab Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles J Schwab Foundation Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Attn Dawn Schwab 510 Walnut St, Philadelphia, PA, 19106
- City
- Philadelphia
- State
- Pennsylvania
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $521K (FY2019) to $283K (FY2024) across 6 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.0M
Operating margin
59.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.0M
Total liabilities
$0
Net assets
$2.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $282,991▲246% | $115,123▲9.2% | $2,029,958▲9.0% | $2,029,958▲9.0% | 990PF |
| 2023 | $81,730▼14.3% | $105,439▲4.1% | $1,862,090▼1.3% | $1,862,090▼1.3% | 990PF |
| 2022 | $95,330▼61.3% | $101,283▲4.4% | $1,885,799▼0.3% | $1,885,799▼0.3% | 990PF |
| 2021 | $246,047▼59.2% | $96,976▲59.3% | $1,891,752▲8.6% | $1,891,752▲8.6% | 990PF |
| 2020 | $603,636▲15.8% | $60,859▲63.2% | $1,742,681▲45.2% | $1,742,681▲45.2% | 990PF |
| 2019 | $521,291 | $37,296 | $1,199,904 | $1,199,904 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $634K total
1 grant to Charles J Schwab Foundation Inc totaling $634K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Community Foundation of New Jersey | Unrestricted grant to support organization's exempt purpose | 2022 | $634,088 |
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Frequently asked questions
- Is Charles J Schwab Foundation Inc a legitimate nonprofit?
- Yes. Charles J Schwab Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 45-3914959, based in Philadelphia, Pennsylvania. Donations are tax-deductible.
- What is Charles J Schwab Foundation Inc's EIN?
- Charles J Schwab Foundation Inc's Employer Identification Number (EIN) is 45-3914959.
- How much revenue does Charles J Schwab Foundation Inc report?
- Charles J Schwab Foundation Inc reported $282,991 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Charles J Schwab Foundation Inc have?
- CharityIndex grades Charles J Schwab Foundation Inc C+, based on financial health (reserves and operating margin).
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Data for Charles J Schwab Foundation Inc (EIN 45-3914959) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.