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EIN 94-3374170

Charles and Helen Schwab Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
San Francisco
State
California
Year formed
2001
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Charles and Helen Schwab Foundation believes that every person has the potential and deserves the opportunity to lead a happy and productive life.
Total revenues
$42,556,908
2022
Total expenses
$26,402,819
2022
Total assets
$647,981,236
2022
Num. employees
0
2022

Grants made by Charles and Helen Schwab Foundation

GranteeGrant descriptionAmount
Cambiar EducationK-12 Education Reform$3,500,000
Tipping Point Community (TPC)Human Services$1,900,000
Child Mind InstituteHuman Services$1,800,000
...and 54 more grants made totalling $23,509,750

Personnel at Charles and Helen Schwab Foundation

NameTitleCompensation
Charles R SchwabChief Financial Officer and Treasurer$0
Christopher NelsonExecutive Director$511,962
Kirill ZhukovExecutive Assistant; Administrative Director
Nathalie Lowenthal-SavyGrants Manager$147,978
Gina JacksonExecutive Assistant$123,725
...and 3 more key personnel

Financials for Charles and Helen Schwab Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$7,136,100
Net rental income$0
Net gain from sale of non-inventory assets$34,692,431
Gross sales of inventory$0
Miscellaneous revenues$728,377
Total revenues$42,556,908

Form 990s for Charles and Helen Schwab Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-12990PFView PDF
2021-122022-11-10990PFView PDF
2020-122021-09-29990PFView PDF
2019-122021-06-10990PFView PDF
2018-122019-11-29990PFView PDF
...and 7 more Form 990s

Organizations like Charles and Helen Schwab Foundation

OrganizationLocationRevenue
Tavitian FoundationMontvale, NJ$22,649,525
Annenberg FoundationConshohocken, PA$148,973,633
Greater Texas FoundationBryan, TX$27,368,927
Jessie Ball duPont FundJacksonville, FL$21,415,423
Edward P. Evans FoundationAndover, MA$47,651,358
John S. and James L. Knight FoundationMiami, FL$66,937,027
Breakthrough Prize FoundationWashington, DC$48,295,695
Danville Regional Foundation (DRF)Danville, VA$26,099,177
Arthur N Rupe Foundation (ANRF)Santa Barbara, CA$40,186,856
Alumbra Innovations FoundationBentonville, AR$69,805,396
Data update history
December 5, 2023
Posted financials
Added Form 990PF for fiscal year 2022
December 3, 2023
Updated personnel
Identified 3 new personnel
November 27, 2023
Used new vendors
Identified 3 new vendors, including , , and
July 17, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 4, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
201 Mission St Suite 1950
San Francisco, CA 94105
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
schwabfoundation.org/ 
Phone
(415) 795-4920
IRS details
EIN
94-3374170
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2001
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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