Charles Schwab Foundation
Fiscal year ending 2024. Filed on November 12, 2025.
9875 Schwab Way Corporate Tax
Attn Direct Grants Program
Lone Tree, Colorado 80124
Charles Schwab Foundation (EIN: 94-3192615) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2024 IRS Form 990 filing, Charles Schwab Foundation, a 501(c)(3) charitable organization, reported compensation for 16 employees. Among the employees shown here, the average compensation is $0.
Revenue, expenses, and employee compensation
Revenue
$24,797,516
Expenses
$20,432,698
Employee compensation
—
Reported Compensated Employees
Jonathan Beatty
Board Member
$0
Kris Tate
Officer - Corporate Secretary
$0
Stacy Niedermeier
Officer - Treasurer
$0
Laura Gracia Flor
Officer - Assistant CORP Secre
$0
Helen H Loh
Board Member
$0
Dennis Howard
Board Member
$0
Paul Talbot
Officer - Assistant CORP Secre
$0
Rick Wurster
Chair and President, BOD
$0
Catherine Casey
Board Member
$0
Michael Canady
Officer - Treasurer
$0
Joe Carberry
Board Member
$0
J Christopher Wyse
Board Member
$0
Revisions to this organization profile
November 12, 2025:
2024 Charles Schwab Foundation 990 filed
November 15, 2024:
2023 Charles Schwab Foundation 990 filed
November 15, 2023:
2022 Charles Schwab Foundation 990 filed
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