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EIN 31-1640316

Schwab Charitable Fund

IRS 501(c) type
501(c)(3)
Num. employees
185
City
Lone Tree
State
Colorado
Year formed
1999
Most recent tax filings
2023-06-01
NTEE code, primary
T30: Public Foundations
Description
The Schwab Charitable Fund operates a donor advised charitable giving program that provides useful information, unbiased guidance and advantageous ways to give. Its mission is to increase charitable giving in the United States by offering advantageous ways to give useful information and unbiased guidance. The fund is run by Samuel W Kang and is located in San Francisco, CA.
Total revenues
$7,651,350,396
2023
Total expenses
$5,162,915,749
2023
Total assets
$31,640,075,723
2023
Num. employees
185
2023

Grants made by Schwab Charitable Fund

GranteeGrant descriptionAmount
Johns Hopkins University (JHU)Education$481,844,923
Judicial Education ProjectHuman Services$141,250,000
Fidelity Investments Charitable Gift FundPublic, Societal Benefit$120,864,512
...and 977 more grants made totalling $2,969,025,463

Who funds Schwab Charitable Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$183,131,878
Marble Freedom TrustGeneral Operating (Daf)$153,750,000
National Philanthropic TrustPublic, Societal Benefit$76,791,161
...and 252 more grants received totalling $741,050,194

Personnel at Schwab Charitable Fund

NameTitleCompensation
Stephanie QueisertChief Financial Officer$350,610
Susan HeldmanVice President and Controller$298,245
Doug CampbellManaging Director , Strategy , Offer Management and Analysis$241,401
Fred KaynorManaging Director , Relationship Management , Marketing and Partnerships$402,145
Michael MaestasManaging Director , Investment Oversight and Due Diligence$391,845
...and 18 more key personnel

Financials for Schwab Charitable Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$7,319,326,897
Program services$0
Investment income and dividends$332,023,499
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$7,651,350,396

Form 990s for Schwab Charitable Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-12990View PDF
2022-062023-04-03990View PDF
2021-062022-02-18990View PDF
2020-062021-04-12990View PDF
2019-062020-10-22990View PDF
...and 10 more Form 990s

Organizations like Schwab Charitable Fund

OrganizationLocationRevenue
GS Daf (GSPF)New York, NY$3,183,956,165
Vanguard Charitable Endowment ProgramSoutheastern, PA$4,575,589,839
National Philanthropic TrustJenkintown, PA$10,049,957,919
Fidelity Investments Charitable Gift FundBoston, MA$14,732,623,803
Merck Patient Assistance ProgramRahway, NJ$1,952,689,147
Pfizer Patient Assistance FoundationNew York, NY$1,970,128,470
Bristol-Myers Squibb Patient Assistance Foundation (BMSPAF)Princeton, NJ$4,454,642,090
Novartis Patient Assistance Foundation (NPAF)East Hanover, NJ$2,830,642,088
Direct ReliefSanta Barbara, CA$2,266,763,483
Lilly Cares FoundationIndianapolis, IN$4,083,344,722
Data update history
November 26, 2024
Received grants
Identified 22 new grant, including a grant for $32,418,448 from American Endowment Foundation
November 5, 2024
Updated personnel
Identified 4 new personnel
August 26, 2024
Received grants
Identified 48 new grant, including a grant for $153,750,000 from Marble Freedom Trust
May 20, 2024
Updated personnel
Identified 3 new personnel
May 20, 2024
Posted financials
Added Form 990 for fiscal year 2023
Nonprofit Types
Grantmaking organizationsCorporate foundationsCharitiesDonor Advised Funds (DAFs)
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsLobbyingOperates internationallyNational levelTax deductible donations
General information
Address
9800 Schwab Way Co S Queisert
Lone Tree, CO 80124
Metro area
Denver-Aurora-Lakewood, CO
County
Douglas County, CO
Phone
(800) 746-6216
IRS details
EIN
31-1640316
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public 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 - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
113807
FTB Entity ID
2129372
AB 488 data last updated ("as-of") date
2025-02-05
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