CHARLES AND HELEN SCHWAB FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND HELEN SCHWAB FOUNDATION (EIN 94-3374170)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-13
- IRS object ID
- 202012879349100446
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-13T17:31:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943374170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES AND HELEN SCHWAB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KRISTI KIMBALL | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4157954920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MISSION STREET SUITE 1950 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTI KIMBALL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4157954920 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SACARELOS | PreparerPersonNm |
| PTIN | P00082838 | PTIN |
| Phone | 6503654646 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.97.82.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94293920202875000231 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A77459152E8AC111A0FDB270A66AB9BBFC5CF22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A7F7801D69E9CEDE7BB7EC534C0995D0DC5B7925 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $447,745,348 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,639,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,639,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,518,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,526,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,518,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $981 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,212,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,211,934 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,712 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $330,387 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $171,196 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $167,853 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,536 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $85,735 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,182 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,074 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $145,208 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $140,122 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,878 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,178 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $807,766 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $21,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,697 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,180 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $689 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59,481 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,697,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $873,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,950,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,220,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,647,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,094,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,434,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,211,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,004,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,331,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,331,325 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,779 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,270 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,270 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $413,883,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $445,299,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $445,299,155 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $108,598 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $108,598 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $422,143,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,745,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $447,745,348 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,311,378 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $426,080 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,442,982 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,825,199 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $5,662,266 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,280,032 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,416,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,531,311 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $391,726,580 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $432,214,037 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $391,726,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $432,214,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $422,143,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,745,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $391,726,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,434,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,922,335 | OtherIncreasesAmt |
| Subtotal | $432,214,037 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $432,214,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $4,526,626 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,234 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,518,392 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,518,392 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,518,392 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,566,559 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $473,653,710 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043421 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,967,933 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $415,311,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072158 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,967,067 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $309,948,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,508,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $301,824,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,122,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $276,733,654 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043807 | DistributionYr5Rt |
| Total Distribution | 0.278502 | TotalDistributionRt |
| Average Distribution | 0.0557 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $421,382,797 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,471,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $112,119 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,583,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,094,095 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $112,119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $112,119 | SubtotalAmt |
| Tax Based On Investment Income | $112,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $198,612 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $198,612 | TotalPaymentsAndCreditsAmt |
| Overpayment | $86,493 | OverpaymentAmt |
| Applied To ES Tax | $86,493 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.schwabfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTI KIMBALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157954920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MISSION STREET STE 1950 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELEN O SCHWAB | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| CHARLES R SCHWAB | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| KATIE SCHWAB PAIGE | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | GRANTS CHAIR | 1.0 | $0 | $0 | $0 |
| NANCY BECHTLE | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | DIRECTOR & SECRETARY | 1.0 | $0 | $0 | $0 |
| MATT WILSEY | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| KRISTI KIMBALL | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | EXECUTIVE DIRECTOR | 40.0 | $330,387 | $43,379 | $0 |
| CATHERINE MOLNAR | ||||||||
| 201 MISSION STREET SUITE 1950 | SAN FRANCISCO | CA | 94105 | TREASURER | 2.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN GILBERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MISSION STREET SUITE 1950 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $146,373 | CompensationAmt |
| Employee Benefits | $22,202 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LAGOON DRIVE STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING SERVICES | ServiceTypeTxt |
| Compensation | $117,013 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $420,370,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,429,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,799,794 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $427,799,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,416,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $421,382,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,069,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,069,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112,119 | TotalTaxAmt |
| Distributable Before Adj | $20,957,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $171,598 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,128,619 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,128,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,094,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $38,094,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $112,119 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,981,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,128,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,462,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,741,480 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,518,593 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $15,722,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,094,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $21,128,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,965,476 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,688,455 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,688,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,462,906 | ExcessFromYear4Amt |
| Excess From Year3 | $4,741,480 | ExcessFromYear3Amt |
| Excess From Year2 | $9,518,593 | ExcessFromYear2Amt |
| Excess From Current Year | $16,965,476 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES AND HELEN SCHWAB | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE Charter Schools | ||||||||
| 1100 Shasta Avenue | San Jose | CA | 95126 | NONE | PC | K-12 Education Reform | $100,000 | |
| Achievement First | ||||||||
| 370 James Street | New Haven | CT | 06513 | NONE | PC | K-12 Education Reform | $250,000 | Suite 404 |
| Alder Graduate School Of Education | ||||||||
| 2946 Broadway Street | Redwood City | CA | 94062 | NONE | PC | K-12 Education Reform | $200,000 | Suite B |
| Alliance For College-Ready Public Schools | ||||||||
| 601 South Figueroa Street | Los Angeles | CA | 90017 | NONE | PC | K-12 Education Reform | $200,000 | 4th Floor |
| Alzheimer's Association | ||||||||
| 225 North Michigan Avenue | Chicago | IL | 60601 | NONE | PC | Human Services | $300,000 | 17th Floor |
| Alzheimer's Drug Discovery Foundation | ||||||||
| 57 West 57th Street | New York | NY | 10019 | NONE | PC | Human Services | $906,894 | Suite 904 |
| Bay Area Community Resources | ||||||||
| 171 Carolos Drive | San Rafael | CA | 94903 | NONE | PC | K-12 Education Reform | $200,000 | |
| Branch Alliance for Educator Diversity | ||||||||
| PO Box 92405 | Austin | TX | 78709 | NONE | PC | K-12 Education Reform | $200,000 | |
| California Academy Of Sciences | ||||||||
| 55 Music Concourse Drive Golden Gat | San Francisco | CA | 94118 | NONE | PC | K-12 Education Reform | $100,000 | |
| California Charter Schools Association | ||||||||
| 250 East 1st Street | Los Angeles | CA | 90012 | NONE | PC | K-12 Education Reform | $501,915 | Suite 1000 |
| Capital Preparatory School | ||||||||
| 777 Main Street Bridgeport | Bridgeport | CT | 06604 | NONE | PC | K-12 Education Reform | $200,000 | |
| Center For Employment Opportunities | ||||||||
| 50 Broadway | New York | NY | 10004 | NONE | PC | Human Services | $250,000 | SUITE 1604 |
| SCHWAB CHARITABLE FUND | ||||||||
| 211 MAIN ST | SAN FRANCISCO | CA | 94105 | NONE | PC | K-12 Education Reform | $499,786 | |
| Charter School Growth Fund | ||||||||
| 10901 W 120th Ave | Broomfield | CO | 80021 | NONE | POF | K-12 Education Reform | $1,600,000 | SUITE 450 |
| Child Mind Institute | ||||||||
| 445 Park Avenue ATTN Development N | New York | NY | 10022 | NONE | PC | Human Services | $1,775,000 | |
| Community Housing Partnership | ||||||||
| 20 Jones Street | San Francisco | CA | 94102 | NONE | PC | Human Services | $100,000 | SUITE 200 |
| EdNavigator | ||||||||
| 401 8th Avenue | Brooklyn | NY | 11215 | NONE | PC | K-12 Education Reform | $300,000 | Suite 53 |
| Educate 78 | ||||||||
| 2323 Broadway | Oakland | CA | 94612 | NONE | PC | K-12 Education Reform | $200,000 | |
| Education for Change | ||||||||
| 333 Hegenberger Road | Oakland | CA | 94621 | NONE | PC | K-12 Education Reform | $300,000 | SUITE 600 |
| Education Pioneers | ||||||||
| 360 22nd Street | Oakland | CA | 94612 | NONE | PC | K-12 Education Reform | $100,000 | Suite 220 |
| Episcopal Community Services | ||||||||
| 165 Eight Street | San Francisco | CA | 94103 | NONE | PC | Human Services | $100,000 | 3RD FLOOR |
| Family Engagement Lab | ||||||||
| 548 Market Street | San Francisco | CA | 94104 | NONE | PC | K-12 Education Reform | $200,000 | SUITE 42210 |
| First Place For Youth | ||||||||
| 426 17th Street | Oakland | CA | 94612 | NONE | PC | Human Services | $250,000 | Suite 100 |
| Golden Gate National Parks Conservancy | ||||||||
| 201 Fort Mason | San Francisco | CA | 94123 | NONE | PC | Other Civic + Community | $1,333,000 | |
| Grace Science Foundation | ||||||||
| 1142 Crane Street | Menlo Park | CA | 94025 | NONE | PC | Human Services | $200,000 | Suite 4 |
| Great Schools | ||||||||
| 2201 Broadway | Oakland | CA | 94612 | NONE | PC | K-12 Education Reform | $200,000 | 4TH FLOOR |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | K-12 Education Reform | $25,000 | |
| Homeless Prenatal Program | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | NONE | PC | Human Services | $100,000 | |
| Innovate Public Schools | ||||||||
| c/o Sobrato Center for Nonprofits 1 | San Jose | CA | 95126 | NONE | PC | K-12 Education Reform | $1,003,831 | SUITE 240 |
| Inspirenola Charter Schools | ||||||||
| 2401 Westbend Parkway | New Orleans | LA | 70114 | NONE | PC | K-12 Education Reform | $200,000 | Suite 4040 |
| JobTrain | ||||||||
| 1200 OBrien Drive | Menlo Park | CA | 94025 | NONE | PC | Human Services | $100,000 | |
| Johns Hopkins University | ||||||||
| Johns Hopkins University Central Lo | Chicago | IL | 60693 | NONE | PC | Human Services | $50,000 | |
| KIPP Bay Area | ||||||||
| 1000 Broadway | Oakland | CA | 94607 | NONE | PC | K-12 Education Reform | $425,000 | Suite 460 |
| KIPP Foundation | ||||||||
| 135 Main Street | San Francisco | CA | 94105 | NONE | PC | K-12 Education Reform | $250,000 | Suite 1700 |
| Larkin Street Youth Services | ||||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | NONE | PC | Human Services | $100,000 | |
| N A of Charter School Authorizers | ||||||||
| 105 West Adams Street | Chicago | IL | 60603 | NONE | PC | K-12 Education Reform | $300,000 | Suite 1900 |
| Nantucket Boys & Girls Club Inc | ||||||||
| PO Box 269 | Nantucket | MA | 02554 | NONE | PC | Human Services | $50,000 | |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | NONE | PC | Human Services | $1,982,489 | |
| National Alliance for Public Charter Sch | ||||||||
| 1425 K Street NW | Washington | DC | 20005 | NONE | PC | K-12 Education Reform | $900,000 | SUITE 900 |
| National Charter Collaborative | ||||||||
| 605 Southwest 108th Street | Seattle | WA | 98146 | NONE | PC | K-12 Education Reform | $200,000 | |
| National Council On Teacher Quality | ||||||||
| 1440 G Street NW | Washington | DC | 20005 | NONE | PC | K-12 Education Reform | $100,000 | Suite 8207 |
| Navigator Schools | ||||||||
| 650 San Benito Street | Hollister | CA | 95023 | NONE | PC | K-12 Education Reform | $250,000 | Suite 230 |
| New Leaders | ||||||||
| 30 West 26th Street | New York | NY | 10010 | NONE | PC | K-12 Education Reform | $400,000 | 10th Floor |
| New Schools for New Orleans | ||||||||
| 1555 Poydras Street | New Orleans | LA | 70112 | NONE | PC | K-12 Education Reform | $250,000 | Suite 781 |
| New Schools Venture Fund | ||||||||
| 1616 Franklin Street | Oakland | CA | 94612 | NONE | PC | K-12 Education Reform | $400,000 | 2nd Floor |
| New Teacher Center | ||||||||
| 110 Cooper Street | Santa Cruz | CA | 95060 | NONE | PC | K-12 Education Reform | $400,000 | Suite 500 |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue | Washington | DC | 20036 | NONE | PC | K-12 Education Reform | $200,000 | Suite 300 |
| Noble Network of Charter Schools | ||||||||
| 1 North State Street 7-Lower | Chicago | IL | 60602 | NONE | PC | K-12 Education Reform | $200,000 | |
| Nurse Family Partnership | ||||||||
| 1900 Grant Street | Denver | CO | 80203 | NONE | PC | Human Services | $250,000 | Suite 400 |
| Oakland REACH | ||||||||
| 333 Hegenberger Road | Oakland | CA | 94621 | NONE | PC | K-12 Education Reform | $200,000 | Suite 750 |
| Pacific Charter School Development | ||||||||
| 600 Wilshire Blvd | Los Angeles | CA | 90017 | NONE | PC | K-12 Education Reform | $1,306,576 | Suite 200 |
| Profound Gentlemen | ||||||||
| 2701c Freedom Drive | Charlotte | NC | 28208 | NONE | PC | K-12 Education Reform | $200,000 | |
| REDF | ||||||||
| Two Embarcadero Center | San Francisco | CA | 94111 | NONE | PC | Human Services | $250,000 | Suite 650 |
| Relay Graduate School of Education | ||||||||
| 40 West 20th Street | New York | NY | 10011 | NONE | PC | K-12 Education Reform | $175,000 | 7th Floor |
| Rex and Margaret Fortune School of Edu | ||||||||
| 2890 Gateway Oaks Drive | Sacramento | CA | 95833 | NONE | PC | K-12 Education Reform | $200,000 | Suite 100 |
| Rocketship Education Inc | ||||||||
| 350 Twin Dolphin Drive | Redwood City | CA | 94065 | NONE | PC | K-12 Education Reform | $400,000 | Suite 109 |
| Ross Valley Charter School | ||||||||
| 102 Marinda Drive | Fairfax | CA | 94930 | NONE | PC | UNRESTRICTED | $2,500 | |
| Rubicon Programs | ||||||||
| 2500 Bissell Avenue | Richmond | CA | 94804 | NONE | PC | Human Services | $100,000 | |
| San Francisco Opera | ||||||||
| 301 Van Ness Avenue | San Francisco | CA | 94102 | NONE | PC | Other Civic + Community | $50,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | NONE | PC | Other Civic + Community | $100,000 | |
| San Joaquin A Plus Inc | ||||||||
| 3247 West March Lane | Stockton | CA | 95219 | NONE | PC | K-12 Education Reform | $400,000 | SUITE 200 |
| Silicon Schools Fund | ||||||||
| 827 Broadway | Oakland | CA | 94607 | NONE | PC | K-12 Education Reform | $658,888 | Suite 300 |
| Sponsors For Educational Opportunity | ||||||||
| 55 Exchange Place | New York | NY | 10005 | NONE | PC | K-12 Education Reform | $150,000 | |
| St Anthony Foundation | ||||||||
| 150 Golden Gate Avenue | San Francisco | CA | 94102 | NONE | PC | Human Services | $100,000 | |
| Summit Public Schools | ||||||||
| 780 Broadway | Redwood City | CA | 94063 | NONE | PC | K-12 Education Reform | $250,000 | |
| Surge Institute | ||||||||
| 935 West Chestnut Street | Chicago | IL | 60642 | NONE | PC | K-12 Education Reform | $100,000 | SUITE 515 |
| Teach for America - Bay Area | ||||||||
| PO Box 398296 | San Francisco | CA | 94139 | NONE | PC | K-12 Education Reform | $1,000,000 | |
| The Maven Project | ||||||||
| PO Box 156781 | San Francisco | CA | 94115 | NONE | PC | Human Services | $100,000 | |
| The Mission Preparatory School | ||||||||
| 1050 York Street | San Francisco | CA | 94110 | NONE | PC | K-12 Education Reform | $125,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | NONE | PC | Human Services | $11,650,000 | Suite 850 |
| TLP Education | ||||||||
| 818 West 7th Street | Los Angeles | CA | 90017 | NONE | PC | K-12 Education Reform | $250,000 | Suite 930 |
| TNTP | ||||||||
| 500 7th Avenue | New York | NY | 10018 | NONE | PC | K-12 Education Reform | $250,000 | 8th Floor |
| UCSF Foundation | ||||||||
| PO Box 45339 | San Francisco | CA | 94145 | NONE | PC | Human Services | $50,000 | |
| Voices College-Bound Language Academy | ||||||||
| 6840 Via Del Oro | San Jose | CA | 95119 | NONE | PC | K-12 Education Reform | $200,000 | SUITE 160 |
| Year Up Bay Area | ||||||||
| 45 Milk Street | Boston | MA | 02109 | NONE | PC | Human Services | $250,000 | 9th Floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,220,879 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Alzheimer's Drug Discovery Foundation | ||||||||
| 57 West 57th Street | Suite 904 | New York | NY | 10019 | NONE | PC | Human Services | $498,085 |
| Branch Alliance for Educator Diversity | ||||||||
| PO Box 92405 | Austin | TX | 78709 | NONE | PC | K-12 Education Reform | $200,000 | |
| Capital Preparatory School | ||||||||
| 777 Main Street | Bridgeport | CT | 06604 | NONE | PC | K-12 Education Reform | $50,000 | |
| Charter School Growth Fund | ||||||||
| 10901 W 120th Ave | Suite 450 | Broomfield | CO | 80021 | NONE | POF | K-12 Education Reform | $50,000 |
| Chicago Community Trust | ||||||||
| 225 North Michigan Avenue | Suite 2200 | Chicago | IL | 60601 | NONE | PC | K-12 Education Reform | $26,000 |
| Community Housing Partnership | ||||||||
| 20 Jones Street | Suite 200 | San Francisco | CA | 94102 | NONE | PC | Human Services | $100,000 |
| Eastern Horizons | ||||||||
| 1155 Battery Street | San Francisco | CA | 94111 | NONE | PC | Human Services | $30,000 | |
| Education Pioneers | ||||||||
| 360 22nd Street | suite 220 | Oakland | CA | 94612 | NONE | PC | K-12 Education Reform | $100,000 |
| Episcopal Community Services | ||||||||
| 165 Eight Street | 3rd floor | San Francisco | CA | 94103 | NONE | PC | Human Services | $200,000 |
| Great School Choices | ||||||||
| 342 East 119th st | apt 3a | New York | NY | 10035 | NONE | PC | K-12 Education Reform | $50,000 |
| Homeless Prenatal Program | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | NONE | PC | Human Services | $100,000 | |
| Innovate Public Schools | ||||||||
| c/o Sobrato Center for Nonprofits 1 | suite 240 | San Jose | CA | 95126 | NONE | PC | K-12 Education Reform | $996,169 |
| Larkin Street Youth Services | ||||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | NONE | PC | Human Services | $200,000 | |
| N A of Charter School Authorizers | ||||||||
| 105 West Adams Street | Suite 1900 | Chicago | IL | 60603 | NONE | PC | K-12 Education Reform | $50,000 |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | NONE | PC | Human Services | $2,017,511 | |
| National Charter Collaborative | ||||||||
| 605 Southwest 108th Street | Seattle | WA | 98146 | NONE | PC | K-12 Education Reform | $200,000 | |
| Oakland REACH | ||||||||
| 333 Hegenberger Road | suite 750 | Oakland | CA | 94621 | NONE | PC | K-12 Education Reform | $50,000 |
| Pacific Charter School Development | ||||||||
| 600 Wilshire Blvd | Suite 200 | Los Angeles | CA | 90017 | NONE | PC | K-12 Education Reform | $1,363,424 |
| Participant Media | ||||||||
| 331 Foothill Road | floor 3 | Bervely Hills | CA | 90210 | none | NC | K-12 Education Reform | $250,000 |
| San Joaquin A Plus Inc | ||||||||
| 3247 West March Lane | suite 200 | Stockton | CA | 95219 | none | PC | K-12 Education Reform | $400,000 |
| Silicon Schools Fund | ||||||||
| 827 Broadway | Suite 300 | Oakland | CA | 94607 | none | PC | K-12 Education Reform | $1,191,112 |
| Sponsors for Educational Opportunity | ||||||||
| 55 Exchange Place | New York | NY | 10005 | none | PC | K-12 Education Reform | $375,000 | |
| Surge Institute | ||||||||
| 935 West Chestnut Street | suite 515 | Chicago | IL | 60642 | none | PC | K-12 Education Reform | $100,000 |
| The Mission Preparatory School | ||||||||
| 1050 York Street | San Francisco | CA | 94110 | none | PC | K-12 Education Reform | $100,000 | |
| Bay Area Community Resources | ||||||||
| 171 Carolos Drive | San Rafael | CA | 94903 | none | PC | K-12 Education Reform | $600,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,297,301 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,639,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,518,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND FROM EMPLOYEE FSA ACCOUNT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,212,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,212,915 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING AND BOOKKEEPING | $106,083 | $101,427 |
| AUDIT AND TAX PREPARATION | $39,125 | $38,695 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | SEILER LLP | ContractorPersonNm |
| Explanation | SEILER LLP PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 9,105,308 SHS CHARLES SCHWAB | StockNm |
| EOY Book Value | $445,299,155 | EOYBookValueAmt |
| EOYFMV | $445,299,155 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REVIEW OF CONTRACTS AND | $13,182 | $12,074 |
| AGREEMENTS |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI - SCHOOLZILLA | $250,000 | $0 | $0 |
| ACQCO WARRANT | $108,598 | $108,598 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $103 | $103 |
| INSURANCE | $16,182 | $16,182 |
| CONFERENCE REGISTRATION | $5,642 | $5,642 |
| HARDWARE, SOFTWARE & EQUIPMENT | $13,352 | $12,473 |
| OFFICE SUPPLIES | $3,380 | $4,594 |
| PAYROLL PROCESSING | $6,636 | $6,636 |
| POSTAGE & DELIVERY | $2,476 | $1,679 |
| STAFF PROFESSIONAL DEVELOPMENT | $5,000 | $5,000 |
| DOCUMENT STORAGE | $595 | $595 |
| TELECOMMUNICATIONS | $2,550 | $2,302 |
| FILING FEES | $548 | $548 |
| MEETING COSTS | $3,724 | $2,143 |
| DUES & SUBCRIPTION | $300 | $300 |
| RECRUITING COSTS | $1,284 | $1,284 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND FROM EMPLOYEE FSA ACCOUNT | Desc |
| Revenue And Expenses Per Books | $981 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $53,922,335 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $5,662,266 | BOYBookValueAmt |
| EOY Book Value | $6,280,032 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INFORMATION TECHNOLOGY | $49,378 | $49,678 |
| OTHER PROFESSIONAL FEES | $6,500 | $8,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $807,766 | Amt |