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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
2023-12-01
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
$20,486,799
2023
Total expenses
$43,510,541
2023
Total assets
$531,977,043
2023
Num. employees
0
2023

Grants made by Charles and Helen Schwab Foundation

GranteeGrant descriptionAmount
Cambiar EducationEducation$4,000,000
Tipping Point Community (TPC)Housing & Homelessness$3,350,000
Charter School Growth Fund (CSGF)Education$1,500,000
...and 68 more grants made totalling $28,239,064

Personnel at Charles and Helen Schwab Foundation

NameTitleCompensation
Charles R SchwabChief Financial Officer and Treasurer$0
Christopher NelsonExecutive Director$511,962
Nathalie Lowenthal-SavyGrants and Operations Manager$147,978
Gina JacksonExecutive Assistant$123,725
Kristi KimballPast Former Executive Director$408,330
...and 1 more key personnel

Financials for Charles and Helen Schwab Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$8,553,031
Net rental income$0
Net gain from sale of non-inventory assets$-541,186
Gross sales of inventory$0
Miscellaneous revenues$12,474,954
Total revenues$20,486,799

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
Garden Homes Management Corporation.Stamford, CT$5,166,692
Merancas FoundationCharlotte, NC$14,755,922
Ventus Charitable FoundationPalm Beach Gardens, FL$27,210,478
The Starr FoundationNew York, NY$76,763,274
Robert B Daugherty FoundationOmaha, NE$41,236,431
Edward P. Evans FoundationAndover, MA$10,262,851
John S. and James L. Knight FoundationMiami, FL$86,858,117
Joe C Davis FoundationNashville, TN$10,381,384
Bernard Osher FoundationSan Francisco, CA$9,368,016
The Samuel Roberts Noble FoundationArdmore, OK$37,414,115
Data update history
November 5, 2024
Updated personnel
Identified 1 new personnel
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
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employeesAccepts online 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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
115096
FTB Entity ID
2270604
AB 488 data last updated ("as-of") date
2025-01-15
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