EIN 31-1640316

Schwab Charitable Fund

IRS 501(c) type
501(c)(3)
Num. employees
165
Year formed
1999
Most recent tax filings
2022-06-01
NTEE code, primary
Description
The Schwab Charitable Fund operates a donor advised charitable giving program that provides useful information, unbiased guidance and advantageous ways to give. Its mission is to increase charitable giving in the United States by offering advantageous ways to give useful information and unbiased guidance. The fund is run by Samuel W Kang and is located in San Francisco, CA.
Total revenues
$10,074,660,178
2022
Total expenses
$4,800,912,221
2022
Total assets
$26,434,828,018
2022
Num. employees
165
2022

Grants made by Schwab Charitable Fund

GranteeGrant descriptionAmount
Johns Hopkins University (JHU)Education$192,205,037
Judicial Education ProjectHuman Services$141,500,000
Fidelity Investments Charitable Gift FundPublic, Societal Benefit$129,103,529
...and 975 more grants made totalling $2,718,762,079

Who funds Schwab Charitable Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Marble Freedom TrustGeneral Operating$153,800,000
Marble Freedom TrustGeneral Operating$153,800,000
Marble Freedom TrustGeneral Operating$153,800,000
...and 238 more grants received totalling $1,013,904,303

Personnel at Schwab Charitable Fund

NameTitleCompensation
Stephanie ServesChief Financial Officer
Sam KangPresident ,$371,960
Susy OverseesVice President , Accounting , Finance , and Tax
Fred KaynorManaging Director , Marketing and Business Development$402,145
Susan HeldmanVice President and Controller$298,245
...and 15 more key personnel

Financials for Schwab Charitable Fund

RevenuesFYE 06/2022
Total grants, contributions, etc.$9,756,212,341
Program services$0
Investment income and dividends$318,447,837
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$0
Total revenues$10,074,660,178

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
June 10, 2023
Used new vendors
Identified 1 new vendor, including
May 14, 2023
Used new vendors
Identified 1 new vendor, including
May 10, 2023
Used new vendors
Identified 1 new vendor, including
May 5, 2023
Received grants
Identified 1 new grant, including a grant for $466,574 from Jewish Community Federation and Endowment Fund
April 11, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsLobbyingOperates internationallyNational levelTax deductible donations
General information
Address
211 Main St
San Francisco, CA 94105
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
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
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Schwab Charitable Fund has new information, or want to find more organizations like Schwab Charitable Fund?

Create free Cause IQ account