EIN 31-1640316

Schwab Charitable Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1999
Most recent tax filings
2020-06-01
NTEE code, primary
Description
At Schwab Charitable, our mission is to increase Charitable giving in the united states by offering advantageous ways to give useful information and unbiased guidance. Operating a donor advised Charitable giving program that provides useful informatio...
Total revenues
$4,885,079,278
2020
Total expenses
$3,353,115,616
2020
Total assets
$17,157,797,480
2020
Num. employees
0
2020

Grants made by Schwab Charitable Fund

GranteeGrant descriptionAmount
Johns Hopkins University (JHU)Education$404,766,718
Morgan Stanley Global Impact Funding TrustPublic, Societal Benefit$103,864,250
University of California San Francisco Foundation (UCSF)Education$50,667,647
...and 971 more grants made totalling $2,011,130,616

Who funds Schwab Charitable Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$80,595,267
Goldman Sachs Philanthropy Fund (GSPF)Community & Human Services$58,577,463
Reed Family GivingGeneral Support$37,175,711
...and 271 more grants received totalling $416,546,235

Personnel at Schwab Charitable Fund

NameTitleCompensation
Sam KangVice President of Operations , Service and Technology$344,165
Susy OverseesVice President , Accounting , Finance , and Tax
Fred KaynorVice President, Business Development and Marketing$368,196
Susan H HeldmanVice President , Accounting , Finance , and Tax Susy / Vice President and Controller$382,861
Bryan GregstonManaging Director - Operations$198,064
...and 8 more key personnel

Financials for Schwab Charitable Fund

RevenuesFYE 06/2020
Total grants, contributions, etc.$4,726,676,097
Program services$0
Investment income and dividends$158,400,812
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$2,369
Total revenues$4,885,079,278

Form 990s for Schwab Charitable Fund

Fiscal year endingDate received by IRSFormPDF link
2020-062021-04-12990View PDF
2019-062020-10-22990View PDF
2018-062019-05-14990View PDF
2017-062018-04-10990View PDF
2016-062017-08-01990View PDF
...and 7 more Form 990s
Data update history
August 3, 2022
Received grants
Identified 32 new grant, including a grant for $15,000,000 from Jasper Ridge Partners
July 26, 2022
Posted financials
Added Form 990 for fiscal year 2020
December 22, 2021
Updated personnel
Identified 1 new personnel
September 28, 2021
Received grants
Identified 109 new grant, including a grant for $37,175,711 from Reed Family Giving
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsCharities
Issues
No issues found
Characteristics
ReligiousOperates donor advised fundsProvides grantsLobbyingOperates internationallyNational levelTax deductible donationsNo full-time employees
General information
Address
211 Main St
San Francisco, CA 94105
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
schwabcharitable.org/ 
Phone
(800) 746-6216
IRS details
EIN
31-1640316
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
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