Charles R Schwab Foundation for Financial Freedom
EIN 84-2512121 · FL · NTEE T22
Giving Profile
In 2025, Charles R Schwab Foundation for Financial Freedom based in FL paid 8 grants totaling $12.2M to 7 organizations across 5 states. Individual grants ranged from $85K to $6M, with a median of $237.5K. Its largest recipients included STANFORD UNIVERSITY, SIFMA FOUNDATION, and NEXT GEN PERSONAL FINANCE. The foundation does not accept unsolicited applications — giving is by invitation only.
Foundation at a Glance
- Total assets
- $1,850,780
- Giving (latest yr)
- $12,228,468
- Filing year
- 2025
- Itemized grants
- 8
- Median grant
- $237.5K
- Recipients
- 7
- States reached
- 5
- Officers/trustees
- 4
- Unsolicited applications
- No — invitation only
Where the Money Goes
Top recipients
- Stanford University$10,993,468
- Sifma Foundation$375,000
- Next Gen Personal Finance$250,000
- Working IN Support of Education$225,000
- Foundation for College System of Tennessee$150,000
Where grants went
- California$11,243,468 · 3 grants
- New York$600,000 · 2 grants
- Tennessee$150,000 · 1 grant
- District of Columbia$150,000 · 1 grant
- Pennsylvania$85,000 · 1 grant
Grants Paid (8)
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FAQFrequently Asked Questions
No. Charles R Schwab Foundation for Financial Freedom does not accept unsolicited applications — its grantmaking is by invitation only. Cultivating a relationship or securing an introduction is typically required.
Charles R Schwab Foundation for Financial Freedom is classified as a Public & Societal Benefit funder. Civil rights, community improvement, philanthropy, science, and public-policy. Its recent grants reached organizations across 5 states.
In its most recent filing, Charles R Schwab Foundation for Financial Freedom reported 8 itemized grants totaling $12.2M. Individual grants ranged from $85K to $6M (median $237.5K).
Recent recipients include STANFORD UNIVERSITY, SIFMA FOUNDATION, NEXT GEN PERSONAL FINANCE, among 7 organizations in total. The full grant list is on this page.
Charles R Schwab Foundation for Financial Freedom is a private foundation based in Florida, per its IRS 990-PF filing.
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