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
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

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$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

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 - Relationship Manager$177,390June 30, 2018
...and four more key personnel

Peer grantmaking public charity foundations

1Fidelity Investments Charitable Gift Fund501(c)(3)$10 billionBoston, MA
2Goldman Sachs Philanthropy Fund (GSPF)501(c)(3)$1.3 billionNew York, NY
3Global Health Solutions501(c)(3)$2.1 billionDecatur, GA
4Open Society Foundations501(c)(3)$878 millionNew York, NY
5Harvard Private Capital Holdings (HMC)501(c)(3)$895 millionBoston, MA
6International Committee of the Red Cross (ICRC)501(c)(3)$1.8 billionSwitzerland,
7Novartis Patient Assistance Foundation (NPAF)501(c)(3)$1.3 billionEast Hanover, NJ
8Johnson and Johnson Patient Assistance Foundation501(c)(3)$1.7 billionNew Brunswick, NJ
9Pfizer Patient Assistance Foundation501(c)(3)$1.1 billionNew York, NY
10Gothic Corporation501(c)(3)$2.1 billionDurham, NC
11AbbVie Patient Assistance Foundation501(c)(3)$1.0 billionNorth Chicago, IL
12Amgen Safety Net Foundation501(c)(3)$1.1 billionThousand Oaks, CA
13Chan Zuckerberg Foundation501(c)(3)$2.3 billionPalo Alto, CA
14Bristol-Myers Squibb Patient Assistance Foundation (BMSPAF)501(c)(3)$1.0 billionLawrenceville, NJ
15Merck Patient Assistance Program501(c)(3)$1.2 billionKenilworth, NJ
16City University Construction Fund (CUCF)501(c)(3)$1.7 billionNew York, NY
17Oxford Endownment Fund501(c)(3)$932 millionUnited Kingdom,
18Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$4.0 billionSeattle, WA
19Mercy Care Plan501(c)(3)$2.3 billionPhoenix, AZ
20Health Share of Oregon501(c)(3)$1.1 billionPortland, OR
21Partners Pooled Investment Holdings LLC501(c)(3)$9.4 billionSomverville, MA
22Knight Foundation Attn Lisa Mckillips501(c)(3)$2.8 billionBeaverton, OR