2022-11-10T11:29:03-06:00 2021-12-31 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2021-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % CHRISTOPHER NELSON CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Christopher Nelson EXECUTIVE DIRECTOR 4157954920 2022-11-10 true Christopher Nelson XXX-XX-XXXX DAVID M SACARELOS P00082838 6503654646 3 2021 2022-09-23 18:48:47Z X 691573201 X 22390004 3150 3150 6448600 6448600 91183789 91287526 91183789 211 211 120025754 97635750 462773 488360 299803 280758 108719 111377 193169 0 0 186075 201655 0 0 182522 161341 148031 2979852 1840 1687 1267 1188 288373 176977 4698792 0 0 1576975 65697552 55971500 70396344 0 0 57548475 49629410 97635750 5378460 31235417 31235417 6780 2674 2674 25765931 25765931 465774976 590309338 590309338 43911338 43911338 9373 348503 348503 471169589 691573201 691573201 68837 210401 7838196 17660109 4646720 6622573 12553753 24493083 X 458615836 667080118 458615836 667080118 471169589 691573201 458615836 49629410 158834872 667080118 667080118 PUBLICLY TRADED SECURITIES D 91287526 103737 91183789 91183789 91183789 0 1357137 1357137 1357137 1008037 0 525000 1533037 175900 175900 false false false false true false false true true CA false false false false false true www.schwabfoundation.org CHRISTOPHER NELSON 4157954925 201 MISSION STREET STE 1950 SAN FRANCISCO CA 94105 false false false true true false false false false false false false false false false false true false false true false false false false CHARLES R SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 CFO & Treasurer 1.0 0 0 0 KATIE SCHWAB PAIGE 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 BOARD CHAIR, PRESIDENT, TRUSTE 1.0 0 0 0 MATT WILSEY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Secretary & Trustee 1.0 0 0 0 KRISTI KIMBALL 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE DIRECTOR 40.0 488360 19500 0 CATHERINE MOLNAR 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 ASSISTANT TREASURER 2.0 0 0 0 HELEN O SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 PRESIDENT 1.0 0 0 0 NANCY BECHTLE 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SECRETARY & TRUSTEE 1.0 0 0 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 PROGRAM OFFICER 40.0 137453 38756 0 NATHALIE LOWENTHAL-SAVY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 GRANTS MANAGER 40.0 85051 743 0 OLGA KIRILL ZHUKOVA 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE ASSISTANT 34.0 62340 7558 0 SEILER LLP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 157553 The 360 Consulting Group 490 Post St STE 1700 SAN FRANCISCO CA 94102 RECRUITING SERVICES 82567 Adler & Colvin 135 Main Street 20th Floor SAN FRANCISCO CA 94105 Legal Services 155406 570382813 31985607 0 602368420 0 602368420 9035526 593332894 29666645 29666645 1357137 1357137 28309508 95860 28405368 28405368 57548475 0 0 0 0 57548475 28405368 0 2019 2018 2017 0 4741480 9518593 16965476 10213121 41438670 57548475 0 28405368 29143107 70581777 0 0 0 0 4741480 65840297 9518593 16965476 10213121 29143107 CHARLES AND HELEN SCHWAB NONE X 50CAN Inc 1625 K Street NW STE 400 Washington DC 20006 NONE PC K-12 Education 400000 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC K-12 Education 100000 Achievement First 370 James St STE 404 New Haven CT 06513 NONE PC K-12 Education 250000 Alder Graduate School Of Education 111 Pine Street San Francisco CA 94111 NONE PC K-12 Education 200000 All Home 1012 Torney Avenue San Francisco CA 94129 NONE PC Human Services 200000 Alliance Foundation PO Box 86609 Los Angeles CA 90086 NONE PC K-12 Education 200000 Alzheimer's Association 225 North Michigan Avenue 17th Floo Chicago IL 60601 NONE PC Human Services 150000 Alzheimer's Drug Discovery Foundation 57 W 57th St Suite 904 New York City NY 10019 NONE PC Human Services 150000 Boys & Girls Club of Bend 500 Northwest Wall Street Bend OR 97703 NONE PC UNRESTRICTED 2000 Branch Alliance for Educator Diversity 7500 Rialto Boulevard Building 1 S Austin TX 78735 NONE PC K-12 Education 225000 CA Charter Authorizing Professionals 2829 Augusta Way Rocklin CA 95765 NONE PC K-12 Education 125000 Capital Preparatory Schools 777 Main Street Bridgeport CT 06604 NONE PC K-12 Education 200000 Center For Employment Opportunities 50 Broadway STE 1604 New York NY 10004 NONE PC Human Services 400000 Center for Policing Equity 1925 Century Park East STE 1700 Los Angeles CA 90067 NONE PC Human Services 50000 Charter School Growth Fund 10901 West 120th Avenue STE 450 Broomfield CO 80021 NONE PC K-12 Education 1000000 Child Mind Institute 101 East 56th Street New York NY 10022 NONE PC Human Services 1750000 Children's Health Council 650 Clark Way Palo Alto CA 94304 NONE PC K-12 Education 32300000 Colorado Nonprofit Development Center 789 Sherman St STE 250 Denver CO 80203 NONE PC K-12 Education 125000 Common Counsel Foundation 1624 Franklin Street 1022 Oakland CA 94612 NONE PC UNRESTRICTED 500 Curriki 20660 Stevens Creek Boulevard/332 Cupertino CA 95014 NONE PC K-12 Education 250000 EdNavigator 401 8th Avenue 53 Brooklyn NY 11215 NONE PC K-12 Education 320000 Educate 78 484 Lake Park Ave 278 Oakland CA 94610 NONE PC K-12 Education 250000 Education for Change 333 Hegenberger Road STE 600 Oakland CA 94621 NONE PC K-12 Education 300000 Ella Baker Center for Human Rights 1419 34th Avenue STE 202 Oakland CA 94601 NONE PC UNRESTRICTED 500 Episcopal Community Services 165 8th Street San Francisco CA 94103 NONE PC Human Services 100000 Family Engagement Lab 548 Market Street STE 42210 San Francisco CA 94104 NONE PC K-12 Education 100000 First Place For Youth 426 17th Street STE 100 Oakland CA 94612 NONE PC Human Services 300000 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC K-12 Education 200000 Grace Science Foundation 1142 Crane Street Menlo Park CA 94025 NONE PC Human Services 200000 Gradient Learning 818 West 7th StreeT STE 930 Los Angeles CA 90017 NONE PC K-12 Education 250000 Great School Choices 342 east 119th st 3a New york NY 10035 NONE PC Disaster Relief 50000 Great Schools 2201 Broadway 4th Floor Oakland CA 94612 NONE PC K-12 Education 100000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 NONE PC K-12 Education 25000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Human Services 200000 HomeRise 251 Post Street San Francisco CA 94108 NONE PC Human Services 125000 Independent Arts & Media PO Box 420442 San Francisco CA 94142 NONE PC Human Services 100000 Innovate Public Schools Sobrato Center for Nonprofits 1400 San Jose CA 95126 NONE PC K-12 Education 800000 InspireNOLA Charter Schools 2401 Westbend Parkway STE 4040 New Orleans LA 70114 NONE PC Disaster Relief 220000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Human Services 200000 Johns Hopkins University Johns Hopkins University Central Lo Chicago IL 60693 NONE PC Human Services 100000 KIPP Foundation 135 Main Street STE 1700 San Francisco CA 94105 NONE PC K-12 Education 250000 KIPP NorCal 1000 Broadwa STE 460 Oakland CA 94607 NONE PC K-12 Education 400000 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 100000 Laurel Leadership Institute 2226 West 26th Place 3 Los Angeles CA 90018 NONE PC K-12 Education 100000 Lighthouse Community Public Schools 433 Hegenberger Rd STE 201 Oakland CA 94621 NONE PC K-12 Education 2000 Nantucket Boys & Girls Club Inc PO Box 269 Nantucket MA 02554 NONE PC Human Services 50000 Nantucket Cottage Hospital 57 Prospect Street Nantucket MA 02554 NONE PC Human Services 1000000 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC K-12 Education 200000 Navigator Schools 650 San Benito Street STE 230 Hollister CA 95023 NONE PC K-12 Education 250000 New Door Ventures 3221 20th Street San Francisco CA 94110 NONE PC Human Services 100000 New Leaders 30 West 26Th Street New York NY 10010 NONE PC K-12 Education 400000 New Schools for New Orleans 1555 Poydras Street STE 781 New Orleans LA 70112 NONE PC K-12 Education & Disaster Relief 270000 New Schools Venture Fund 1616 Franklin Street 2nd Floor Oakland CA 94612 NONE PC K-12 Education 430000 New Teacher Center 1205 Pacific Avenue STE 301 Santa Cruz CA 95060 NONE PC K-12 Education 400000 New Venture Fund 1201 Connecticut Ave NW STE 300 Washington DC 20036 NONE PC K-12 Education 200000 Noble Network of Charter Schools 1 North State Street Floor 15 Chicago IL 60602 NONE PC K-12 Education 250000 Ntl Assoc of Charter School Authorizers 105 West Adams Street STE 1900 Chicago IL 60603 NONE PC K-12 Education 300000 Nurse Family Partnership 1900 Grant Street STE 400 Denver CO 80203 NONE PC Human Services 300000 Oakland REACH 333 Hegenberger Road STE 750 Oakland CA 94621 NONE PC K-12 Education 300000 Prader-Willi Homes of California 5 Plymouth Avenue Mill Valley CA 94941 NONE PC Human Services 25000 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 NONE PC K-12 Education 225000 REDF 785 Market Street STE 1200 San Francisco CA 94103 NONE PC Human Services 250000 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 NONE PC K-12 Education 200000 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive STE 100 Sacramento CA 95833 NONE PC K-12 Education 250000 Rocketship Education Inc 350 Twin Dolphin Drive STE 109 Redwood City CA 94065 NONE PC K-12 Education 400000 Rogers Family Foundation 10 Clay Street STE 200 Oakland CA 94607 NONE PF K-12 Education 100000 Ross Valley Charter School 102 Marinda Drive Fairfax CA 94930 NONE PC UNRESTRICTED 500 Rubicon Programs 2500 Bissell Avenue Richmond CA 94804 NONE PC Human Services 200000 San Francisco Ballet Association 455 Franklin Street San Francisco CA 94102 NONE PC Other Civic + Community 10000 San Francisco Free Clinic 4900 California Street San Francisco CA 94118 NONE PC Human Services 15000 San Francisco Marin Food Bank 900 Pennsylvania Avenue San Francisco CA 94107 NONE PC Other Civic + Community 50000 San Francisco Opera 301 Van Ness Avenue San Francisco CA 94102 NONE PC Other Civic + Community 50000 San Francisco Symphony 201 van Ness Ave San Francisco CA 94102 NONE PC Other Civic + Community 150000 San Joaquin A Plus Inc 3247 West March Lane STE 200 Stockton CA 95219 NONE PC K-12 Education 200000 SEED Foundation 1730 Rhode Island Ave Nw STE 1102 Washington DC 20036 NONE PC K-12 Education 200000 Silicon Schools Fund 827 Broadway STE 300 Oakland CA 94607 NONE PC K-12 Education 1100000 Sponsors For Educational Opportunity 2030 Harrison Street 3rd Floor San Francisco CA 94110 NONE PC K-12 Education 125000 Success Academy 95 Pine Street Floor 6 New York NY 10005 NONE PC K-12 Education 1000000 Summit Public Schools 780 Broadway Redwood City CA 94063 NONE PC K-12 Education 200000 Surge Institute 935 West Chestnut Street STE 515 Chicago IL 60642 NONE PC K-12 Education 100000 Teach for America - Bay Area 25 Broadway 12th floor New York NY 10004 NONE PC K-12 Education 500000 The Maven Project PO BOX 7378 San Francisco CA 94120 NONE PC Human Services 125000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 NONE PC K-12 Education 200000 Third Street Youth Center 1728 Bancroft Avenue San Francisco CA 94124 NONE PC UNRESTRICTED 500 Tipping Point Community 220 Montgomery Street STE 850 San Francisco CA 94104 NONE PC Human Services 1900000 TNTP 500 7th Avenue 8th Floor New York NY 10018 NONE PC K-12 Education 450000 UCSF Foundation PO Box 45339 San Francisco CA 94145 NONE PC UNRESTRICTED 500 Voices College-Bound Language Academy 6840 Via Del Oro STE 160 San Jose CA 95119 NONE PC K-12 Education 225000 Year Up 45 Milk Street 9th Floor Boston MA 02109 none PC Human Services 400000 55971500 50CAN Inc 1625 K Street NW STE 400 Washington DC 20006 NONE PC K-12 Education 400000 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC K-12 Education 100000 Achievement First 370 James St STE 404 New Haven CT 06513 NONE PC K-12 Education 250000 Alder Graduate School Of Education 111 Pine Street San Francisco CA 94111 NONE PC K-12 Education 200000 All Home 1012 Torney Avenue San Francisco CA 94129 NONE PC Human Services 200000 Alliance Foundation PO Box 86609 Los Angeles CA 90086 NONE PC K-12 Education 200000 Branch Alliance for Educator Diversity 7500 Rialto Boulevard Building 1 S Austin TX 78735 NONE PC K-12 Education 200000 CA Charter Authorizing Professionals 2829 Augusta Way Rocklin CA 95765 NONE PC K-12 Education 100000 Capital Preparatory School 777 Main Street Bridgeport CT 06604 NONE PC K-12 Education 200000 Center For Employment Opportunities 50 Broadway STE 1604 New York NY 10004 NONE PC Human Services 400000 Charter School Growth Fund 10901 West 120th Avenue STE 450 Broomfield CO 80021 NONE PC K-12 Education 1000000 Curriki 20660 Stevens Creek Boulevard/332 Cupertino CA 95014 NONE PC K-12 Education 250000 EdNavigator 401 8th Avenue 53 Brooklyn NY 11215 NONE PC K-12 Education 300000 Education for Change 333 Hegenberger Road STE 600 Oakland CA 94621 NONE PC K-12 Education 300000 Family Engagement Lab 548 Market Street STE 42210 San Francisco CA 94104 NONE PC K-12 Education 100000 Golden Gate National Parks Conservancy Presidio Trust 201 Fort Mason San Francisco CA 94123 NONE PC Other Civic + Community 100000 Gradient Learning 818 West 7th Street STE 930 Los Angeles CA 90017 NONE PC K-12 Education 250000 Great Schools 2201 Broadway 4th Floor Oakland CA 94612 none PC K-12 Education 100000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 none PC Human Services 200000 HomeRise 251 Post Street San Francisco CA 94108 none PC Human Services 100000 Innovate Public Schools Sobrato Center for Nonprofits 1400 San Jose CA 95126 none PC K-12 Education 800000 KIPP Foundation 135 Main Street STE 1700 San Francisco CA 94105 none PC K-12 Education 250000 KIPP NorCal 1000 Broadway STE 460 Oakland CA 94607 none PC K-12 Education 400000 Laurel Leadership Institute 2226 West 26th Place 3 Los Angeles CA 90018 none PC K-12 Education 100000 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC K-12 Education 200000 Navigator Schools 650 San Benito Street STE 230 Hollister CA 95023 NONE PC K-12 Education 250000 New Leaders 30 West 26Th Street New York NY 10010 NONE PC K-12 Education 3000000 Ntl Assoc of Charter School Authorizers 105 West Adams Street STE 1900 Chicago IL 60603 PC K-12 Education 300000 Nurse Family Partnership 1900 Grant Street Suite 400 Denver CO 80203 PC Human Services 300000 REDF 785 Market Street STE 1200 San Francisco CA 94103 PC Human Services 250000 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 PC K-12 Education 200000 Rocketship Education Inc 350 Twin Dolphin Drive STE 109 Redwood City CA 94065 PC K-12 Education 400000 San Joaquin A Plus Inc 3247 West March Lane STE 200 Stockton CA 95219 PC K-12 Education 200000 Sponsors for Educational Opportunity 2030 Harrison Street 3rd Floor San Francisco CA 94110 PC K-12 Education 125000 Summit Public Schools 780 Broadway Redwood City CA 94063 PC K-12 Education 200000 Surge Institute 935 West Chestnut Street STE 515 Chicago IL 60642 PC K-12 Education 100000 Teach for America 25 Broadway 12th floor New York NY 10004 PC K-12 Education 1000000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 PC K-12 Education 200000 Tipping Point Community 220 Montgomery Street STE 850 San Francisco CA 94104 PC Human Services 3500000 TNTP 500 7th Avenue 8th Floor New York NY 10018 PC K-12 Education 450000 Voices College-Bound Language Academy 6840 Via Del Oro STE 160 San Jose CA 95119 PC K-12 Education 200000 Year Up 45 Milk Street 9th Floor Boston MA 02109 PC Human Services 400000 17775000 14 3150 14 6448600 18 91183789 OTHER INCOME 01 211 97635750 97635750 false false false false false false false false false false X X 1 Stanford University 485 Broadway Street Redwood City CA 94063 22390004 X ACCOUNTING AND BOOKKEEPING 159715 141542 AUDIT AND TAX PREPARATION 41940 40980 THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 7,019,136 SHS CHARLES SCHWAB 590309338 590309338 25765931 25765931 400,423 SHS SCHWAB 1000 INDEX AT COST 18651697 18651697 54,785 SHS SCHWAB EMERGING MKT AT COST 1622742 1622742 39,906 SHS SCHWAB INTL SMALL AT COST 1633373 1633373 84,025 SHS SCHWAB US SMALL CAP AT COST 8604180 8604180 566,329 SHS SCHWAB INTL IND AT COST 13399346 13399346 REVIEW OF CONTRACTS AND 193169 186075 AGREEMENTS ACQCO WARRANT 9373 348503 348503 INSURANCE 16442 16442 CONFERENCE REGISTRATION 2256 2256 HARDWARE, SOFTWARE & EQUIPMENT 21073 18478 OFFICE SUPPLIES 1007 982 PAYROLL PROCESSING 8376 8361 POSTAGE & DELIVERY 1516 1241 STAFF PROFESSIONAL DEVELOPMENT 20000 20000 DOCUMENT STORAGE 1276 1276 TELECOMMUNICATIONS 4401 4401 FILING FEES 438 438 MEETING COSTS 916 430 DUES & SUBCRIPTION 5393 5393 RECRUITING COSTS 205279 97279 OTHER INCOME 211 211 UNREALIZED GAIN ON INVESTMENTS 158834872 DEFERRED EXCISE TAX LIABILITY 4646720 6622573 INFORMATION TECHNOLOGY 52608 47678 OTHER PROFESSIONAL FEES 108733 100353 EXCISE TAX 2979852