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 $10,802,500 to Hope for Depression Research Foundation (HDRF) for "Health & Human Services"; $5,915,000 to ClimateWorks Foundation for "Social Services/social Benefits"; $4,731,551 to The Greater Cincinnati Foundation for "Social Services/social Benefits"; $3,453,427 to Presidio Knolls School for "Education"; and $2,674,731 to American Endowment Foundation for "Social Services/social Benefits".

EIN:
31-1640316
City:
State:
Website:
Founded:
1999
Type:
501(c)(3)
NTEE:
Revenue:
$3,465,939,041
Assets:
$12,912,865,793
Employees:
0
Fiscal year end:
June
Revenue trends:
Asset trends:

Form 990s for Schwab Charitable Fund

Fiscal year endingDate received by IRSFormPDF link
2018-06May 14, 2019990View PDF
2017-06Apr 10, 2018990View PDF
2016-06Aug 1, 2017990View PDF
2015-06Jul 25, 2016990View PDF
2014-06Jan 18, 2017990View PDF
...and five more Form 990 PDFs

Financials for Schwab Charitable Fund

Field2018
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
Deloitte Tax LLPTax accounting2019-04-30
█████ ██████ ████████ ███Asset Management$504,9732018-06-01
███████ ██████ ███ ██ ███Brokerage and Administration Services$1,883,5792018-06-01
██████ ███████████Asset Management$1,331,2072018-06-01
████ ███████ ████████ ███Asset Management$327,9092018-06-01
███ ██████ █████████ █████ ███Asset Management$581,5562018-06-01
██████Fundraising software2018-05-03
███████ ███ ████Fundraising software; Payment processing2018-05-03

Personnel at Schwab Charitable Fund

NameTitleCompensationMost recent data
Doug CampbellVice President of Operations, Service and Technology-July 9, 2019
Susy OverseesVice President, Accounting, Finance, and Tax-July 9, 2019
████ ██████Vice President Marketing and Business Development$295,766July 9, 2019
███ ████Vice President, Business Development and Marketing$0July 9, 2019
█████ ██ ███████Vice President and Controller$317,778July 9, 2019
██████ ████████Managing Director - Marketing$172,811June 30, 2018
█████ █████Managing Director - Operations / Managing Director , Client Experience Service and Operations$250,895June 30, 2018
██████ █████Managing Director - Legal$178,377June 30, 2018
█████ ██████Managing Director - Risk$184,337June 30, 2018
████████ ███████Managing Director - Prod Management / Managing Director - Product Management$147,667June 30, 2017
...and five more key personnel

Peer grantmaking public charity foundations

 NameTypeRevenueLocation
1Goldman Sachs Philanthropy Fund (GSPF)501(c)(3)$1.3 billionNew York, NY
2Fidelity Investments Charitable Gift Fund501(c)(3)$10 billionBoston, MA
3AbbVie Patient Assistance Foundation501(c)(3)$1.0 billionNorth Chicago, IL
4Gothic Corporation501(c)(3)$2.1 billionDurham, NC
5Global Health Solutions501(c)(3)$2.1 billionDecatur, GA
6International Committee of the Red Cross (ICRC)501(c)(3)$1.8 billionSwitzerland,
7Chan Zuckerberg Foundation501(c)(3)$1.9 billionPalo Alto, CA
8Amgen Safety Net Foundation501(c)(3)$1.1 billionThousand Oaks, CA
9Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$4.0 billionSeattle, WA
10Mercy Care Plan501(c)(3)$2.3 billionPhoenix, AZ
11Health Share of Oregon501(c)(3)$1.1 billionPortland, OR
12Mercy Maricopa Integrated Care501(c)(3)$1.3 billionPhoenix, AZ
13City University Construction Fund (CUCF)501(c)(3)$1.7 billionNew York, NY
14Johnson and Johnson Patient Assistance Foundation501(c)(3)$1.1 billionNew Brunswick, NJ
15Bristol-Myers Squibb Patient Assistance Foundation (BMSPAF)501(c)(3)$1.9 billionNew York, NY

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