Nonprofit · EIN 94-3192615
CHARLES SCHWAB CORPORATION FOUNDATION
Tax-exempt · LONE TREE, CO 80124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $24,797,516 | $20,432,698 | $4,364,818 | $44,662,171 | $13,034,599 | $31,627,572 |
| December 31, 2023 | 990-PF | $19,231,480 | $16,281,370 | $2,950,110 | $34,932,887 | $8,203,151 | $26,729,736 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $23,112,430
- Dividends
- $61,178
- Interest
- $1,623,908
Expenses
- Grants and similar amounts paid
- $19,659,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,432,698
- Excise tax on investment income
- $23,423
Balance sheet and other
- Total assets, start of year
- $34,932,887
- Total assets, end of year
- $44,662,171
- Total liabilities, end of year
- $13,034,599
- Net assets, end of year
- $31,627,572
- Fair market value of assets
- $44,662,171
- Qualifying distributions
- $20,432,698
- Net investment income
- $1,685,086
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNIE CLARK 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| HELEN H LOH 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| PAUL WOOLWAY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 3 | $0 |
| MICHAEL CANADY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - TREASURER | 3 | $0 |
| CATHERINE CASEY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | Board of Director | 1 | $0 |
| JOE CARBERRY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | Board of Director | 1 | $0 |
| DENNIS HOWARD 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | Board of Director | 1 | $0 |
| NEESHA HATHI 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| KRIS TATE 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - CORPORATE SECRETARY | 1 | $0 |
| LAURA GRACIA FLOR 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - ASSISTANT CORP SECRE | 1 | $0 |
| RICK WURSTER 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | CHAIR & PRESIDENT, BOD | 1 | $0 |
| PAUL TALBOT 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - ASSISTANT CORP SECRE | 1 | $0 |
| STACY NIEDERMEIER 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - TREASURER | 3 | $0 |
| LISA HUNT 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| JONATHAN BEATTY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J CHRISTOPHER WYSE 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE SCHWAB-POMERANTZ 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | CHAIR & PRESIDENT, BOD | 20 | $0 |
| BERNIE CLARK 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| STEVE ANDERSON 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| HELEN H LOH 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| PAUL WOOLWAY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 3 | $0 |
| MICHAEL CANADY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - TREASURER | 3 | $0 |
| CATHERINE CASEY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | Board of Director | 1 | $0 |
| JOE CARBERRY 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | Board of Director | 1 | $0 |
| DENNIS HOWARD 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | Board of Director | 1 | $0 |
| NEESHA HATHI 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | BOARD OF DIRECTOR | 1 | $0 |
| KRIS TATE 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - CORPORATE SECRETARY | 1 | $0 |
| LAURA GRACIA FLOR 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - ASSISTANT CORP SECRE | 1 | $0 |
| RICK WURSTER 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | CHAIR & PRESIDENT, BOD | 1 | $0 |
| PAUL TALBOT 9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124 | OFFICER - ASSISTANT CORP SECRE | 1 | $0 |
| STACY NIEDERMEIER 9875 SCHWAB WAY CORPORATE TAX, LONETREE, CO 80124 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9875 SCHWAB WAY, LONE TREE, CO 80124-5765
- In care of
- % MARK KELLER
- Signed the 990-PF
- STACY NIEDERMEIER, TREASURER
- Phone
- (720) 895-3400
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3192615
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $44,662,171
- Income (IRS master file)
- $24,797,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $24,797,516 | $20,432,698 | $44,662,171 | IRS |
| 990-PF | December 2023 | $19,231,480 | $16,281,370 | $34,932,887 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3192615).
Questions about CHARLES SCHWAB CORPORATION FOUNDATION
- What is the EIN of CHARLES SCHWAB CORPORATION FOUNDATION?
- The employer identification number (EIN) of CHARLES SCHWAB CORPORATION FOUNDATION is 94-3192615.
- Is CHARLES SCHWAB CORPORATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CHARLES SCHWAB CORPORATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES SCHWAB CORPORATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES SCHWAB CORPORATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES SCHWAB CORPORATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLES SCHWAB CORPORATION FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does CHARLES SCHWAB CORPORATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,797,516, expenses of $20,432,698 and total assets of $44,662,171 at year end.
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