Cause IQ organization profile

Schwab Charitable Fund

Form 990s | Financials | Vendors | Personnel | Peers

Schwab Charitable Fund is a public foundation based in San Francisco, CA that was founded in 1999. As of 2018 they had $3.4 billion in revenue and $12 billion in assets.

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...

Schwab Charitable Fund makes grants to other organizations, such as $196,250,000 to Lucas Museum of Narrative Art for "Arts, Culture & Humanities"; $18,050,462 to Fidelity Investments Charitable Gift Fund for "Social Services/social Benefits"; $16,000,000 to Schmidt Ocean Institute for "Education"; $15,067,998 to Jasper Ridge Partners for "Social Services/social Benefits"; and $15,000,000 to George Lucas Educational Foundation for "Education".

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Schwab Charitable Fund

Fiscal year endingDate received by IRSFormPDF link
2019-06Oct 22, 2020990View PDF
2018-06May 14, 2019990View PDF
2017-06Apr 10, 2018990View PDF
2016-06Aug 1, 2017990View PDF
2015-06Jul 25, 2016990View PDF
...and six more Form 990 PDFs

Financials for Schwab Charitable Fund

Total grants, contributions, etc.$3,349,182,315
Program services$0
Investment income and dividends$116,756,726
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$3,465,939,041

Vendors for Schwab Charitable Fund

VendorServicesAmount paidDate
AdobeMarketing software2020-06-15
████████ ███ ███Tax accounting2019-04-30
███ ██████ █████████ █████ ███Asset Management$581,5562018-06-01
████ ███████ ████████ ███Asset Management$327,9092018-06-01
██████ ███████████Asset Management$1,331,2072018-06-01
█████ ██████ ████████ ███Asset Management$504,9732018-06-01
███████ ██████ ███ ██ ███Brokerage and Administration Services$1,883,5792018-06-01

Personnel at Schwab Charitable Fund

NameTitleCompensationMost recent data
Sam KangVice President of Operations, Service and Technology$239,090Sept. 25, 2020
Susy OverseesVice President, Accounting, Finance, and Tax-July 9, 2019
████ ██████Vice President, Business Development and Marketing$336,197Sept. 25, 2020
█████ █ ███████Vice President, Accounting, Finance, and Tax Susy$359,040Oct. 22, 2020
██████ ████████Managing Director - Marketing$172,811June 30, 2018
█████ ████████Managing Director - Operations$173,507June 30, 2019
██████ █████Managing Director - Legal$178,377June 30, 2018
████ ████████Managing Director, Product Management and Marketing-Sept. 25, 2020
█████ ████Managing Director - Technology$177,460June 30, 2019
█████ ██████Managing Director - Risk$218,378June 30, 2019
...and seven more key personnel

Peer grantmaking public charity foundations

1Goldman Sachs Philanthropy Fund (GSPF)501(c)(3)$3.7 billionNew York, NY
2Fidelity Investments Charitable Gift Fund501(c)(3)$9.9 billionBoston, MA
3Open Society Foundations501(c)(3)$878 millionNew York, NY
4Gothic Corporation501(c)(3)$2.0 billionDurham, NC
5Global Health Solutions501(c)(3)$2.5 billionDecatur, GA
6AbbVie Patient Assistance Foundation501(c)(3)$1.0 billionNorth Chicago, IL
7Harvard Private Capital Holdings (HMC)501(c)(3)$895 millionBoston, MA
8Johnson and Johnson Patient Assistance Foundation501(c)(3)$1.7 billionNew Brunswick, NJ
9Novartis Patient Assistance Foundation (NPAF)501(c)(3)$1.3 billionEast Hanover, NJ
10Pfizer Patient Assistance Foundation501(c)(3)$1.1 billionNew York, NY
11Amgen Safety Net Foundation501(c)(3)$1.1 billionThousand Oaks, CA
12Chan Zuckerberg Foundation501(c)(3)$2.3 billionPalo Alto, CA
13Merck Patient Assistance Program501(c)(3)$1.2 billionKenilworth, NJ
14Knight Foundation Attn Lisa Mckillips501(c)(3)$2.8 billionBeaverton, OR
15Health Share of Oregon501(c)(3)$2.0 billionPortland, OR
16Partners Pooled Investment Holdings LLC501(c)(3)$1.4 billionSomerville, MA
17City University Construction Fund (CUCF)501(c)(3)$1.6 billionNew York, NY
18Bristol-Myers Squibb Patient Assistance Foundation (BMSPAF)501(c)(3)$1.0 billionLawrenceville, NJ
19Harvard Management Private Equity Corporation501(c)(3)$1.4 billionBoston, MA
20Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$4.0 billionSeattle, WA
21Oxford Endownment Fund501(c)(3)$932 millionUnited Kingdom,
22Mercy Care Plan501(c)(3)$2.5 billionPhoenix, AZ