2020-10-13T17:31:27-05:00 2019-12-31 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2019-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % KRISTI KIMBALL CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 KRISTI KIMBALL EXECUTIVE DIRECTOR 4157954920 2020-05-15 true DAVID M SACARELOS P00082838 6503654646 12.97.82.67 94293920202875000231 2020-10-13 P 5A77459152E8AC111A0FDB270A66AB9BBFC5CF22 A7F7801D69E9CEDE7BB7EC534C0995D0DC5B7925 2019 2021-04-22 16:20:28Z X 447745348 X 0 X 54136 54136 6639406 6639406 4518392 4526626 4518392 981 11212915 11211934 330712 330387 171196 167853 89536 85735 13182 0 0 12074 145208 0 0 140122 55878 58178 807766 21332 18697 1180 689 61772 59481 1697762 0 0 873216 22950031 37220879 24647793 0 0 38094095 -13434878 11211934 8004288 2331325 2331325 5779 6270 6270 413883139 445299155 445299155 250000 108598 108598 422143206 447745348 447745348 1311378 426080 23442982 8825199 5662266 6280032 30416626 15531311 X 391726580 432214037 391726580 432214037 422143206 447745348 391726580 -13434878 53922335 432214037 432214037 PUBLIC TRADED SECURITIES D 4526626 8234 4518392 4518392 4518392 false 20566559 473653710 0.043421 29967933 415311153 0.072158 19967067 309948821 0.064421 16508464 301824965 0.054695 12122795 276733654 0.043807 0.278502 0.0557 421382797 23471022 112119 23583141 38094095 X 112119 112119 112119 198612 198612 86493 86493 false false false false false false false true true CA false false false false true true www.schwabfoundation.org KRISTI KIMBALL 4157954920 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 false 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 330387 43379 0 CATHERINE MOLNAR 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 TREASURER 2.0 0 0 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 ADMIN DIRECTOR 40.0 146373 22202 0 0 SEILER LLP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 117013 0 420370634 7429160 0 427799794 0 427799794 6416997 421382797 21069140 21069140 112119 112119 20957021 171598 21128619 21128619 38094095 0 0 0 0 38094095 112119 37981976 21128619 0 2017 2016 2015 0 0 1462906 4741480 9518593 15722979 38094095 0 21128619 16965476 32688455 0 0 0 0 0 32688455 1462906 4741480 9518593 16965476 CHARLES AND HELEN SCHWAB NONE X ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC K-12 Education Reform 100000 Achievement First 370 James Street Suite 404 New Haven CT 06513 NONE PC K-12 Education Reform 250000 Alder Graduate School Of Education 2946 Broadway Street Suite B Redwood City CA 94062 NONE PC K-12 Education Reform 200000 Alliance For College-Ready Public Schools 601 South Figueroa Street 4th Floor Los Angeles CA 90017 NONE PC K-12 Education Reform 200000 Alzheimer's Association 225 North Michigan Avenue 17th Floor Chicago IL 60601 NONE PC Human Services 300000 Alzheimer's Drug Discovery Foundation 57 West 57th Street Suite 904 New York NY 10019 NONE PC Human Services 906894 Bay Area Community Resources 171 Carolos Drive San Rafael CA 94903 NONE PC K-12 Education Reform 200000 Branch Alliance for Educator Diversity PO Box 92405 Austin TX 78709 NONE PC K-12 Education Reform 200000 California Academy Of Sciences 55 Music Concourse Drive Golden Gat San Francisco CA 94118 NONE PC K-12 Education Reform 100000 California Charter Schools Association 250 East 1st Street Suite 1000 Los Angeles CA 90012 NONE PC K-12 Education Reform 501915 Capital Preparatory School 777 Main Street Bridgeport Bridgeport CT 06604 NONE PC K-12 Education Reform 200000 Center For Employment Opportunities 50 Broadway SUITE 1604 New York NY 10004 NONE PC Human Services 250000 SCHWAB CHARITABLE FUND 211 MAIN ST SAN FRANCISCO CA 94105 NONE PC K-12 Education Reform 499786 Charter School Growth Fund 10901 W 120th Ave SUITE 450 Broomfield CO 80021 NONE POF K-12 Education Reform 1600000 Child Mind Institute 445 Park Avenue ATTN Development N New York NY 10022 NONE PC Human Services 1775000 Community Housing Partnership 20 Jones Street SUITE 200 San Francisco CA 94102 NONE PC Human Services 100000 EdNavigator 401 8th Avenue Suite 53 Brooklyn NY 11215 NONE PC K-12 Education Reform 300000 Educate 78 2323 Broadway Oakland CA 94612 NONE PC K-12 Education Reform 200000 Education for Change 333 Hegenberger Road SUITE 600 Oakland CA 94621 NONE PC K-12 Education Reform 300000 Education Pioneers 360 22nd Street Suite 220 Oakland CA 94612 NONE PC K-12 Education Reform 100000 Episcopal Community Services 165 Eight Street 3RD FLOOR San Francisco CA 94103 NONE PC Human Services 100000 Family Engagement Lab 548 Market Street SUITE 42210 San Francisco CA 94104 NONE PC K-12 Education Reform 200000 First Place For Youth 426 17th Street Suite 100 Oakland CA 94612 NONE PC Human Services 250000 Golden Gate National Parks Conservancy 201 Fort Mason San Francisco CA 94123 NONE PC Other Civic + Community 1333000 Grace Science Foundation 1142 Crane Street Suite 4 Menlo Park CA 94025 NONE PC Human Services 200000 Great Schools 2201 Broadway 4TH FLOOR Oakland CA 94612 NONE PC K-12 Education Reform 200000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 NONE PC K-12 Education Reform 25000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Human Services 100000 Innovate Public Schools c/o Sobrato Center for Nonprofits 1 SUITE 240 San Jose CA 95126 NONE PC K-12 Education Reform 1003831 Inspirenola Charter Schools 2401 Westbend Parkway Suite 4040 New Orleans LA 70114 NONE PC K-12 Education Reform 200000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Human Services 100000 Johns Hopkins University Johns Hopkins University Central Lo Chicago IL 60693 NONE PC Human Services 50000 KIPP Bay Area 1000 Broadway Suite 460 Oakland CA 94607 NONE PC K-12 Education Reform 425000 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 NONE PC K-12 Education Reform 250000 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 100000 N A of Charter School Authorizers 105 West Adams Street Suite 1900 Chicago IL 60603 NONE PC K-12 Education Reform 300000 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 1982489 National Alliance for Public Charter Sch 1425 K Street NW SUITE 900 Washington DC 20005 NONE PC K-12 Education Reform 900000 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC K-12 Education Reform 200000 National Council On Teacher Quality 1440 G Street NW Suite 8207 Washington DC 20005 NONE PC K-12 Education Reform 100000 Navigator Schools 650 San Benito Street Suite 230 Hollister CA 95023 NONE PC K-12 Education Reform 250000 New Leaders 30 West 26th Street 10th Floor New York NY 10010 NONE PC K-12 Education Reform 400000 New Schools for New Orleans 1555 Poydras Street Suite 781 New Orleans LA 70112 NONE PC K-12 Education Reform 250000 New Schools Venture Fund 1616 Franklin Street 2nd Floor Oakland CA 94612 NONE PC K-12 Education Reform 400000 New Teacher Center 110 Cooper Street Suite 500 Santa Cruz CA 95060 NONE PC K-12 Education Reform 400000 New Venture Fund 1201 Connecticut Avenue Suite 300 Washington DC 20036 NONE PC K-12 Education Reform 200000 Noble Network of Charter Schools 1 North State Street 7-Lower Chicago IL 60602 NONE PC K-12 Education Reform 200000 Nurse Family Partnership 1900 Grant Street Suite 400 Denver CO 80203 NONE PC Human Services 250000 Oakland REACH 333 Hegenberger Road Suite 750 Oakland CA 94621 NONE PC K-12 Education Reform 200000 Pacific Charter School Development 600 Wilshire Blvd Suite 200 Los Angeles CA 90017 NONE PC K-12 Education Reform 1306576 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 NONE PC K-12 Education Reform 200000 REDF Two Embarcadero Center Suite 650 San Francisco CA 94111 NONE PC Human Services 250000 Relay Graduate School of Education 40 West 20th Street 7th Floor New York NY 10011 NONE PC K-12 Education Reform 175000 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 NONE PC K-12 Education Reform 200000 Rocketship Education Inc 350 Twin Dolphin Drive Suite 109 Redwood City CA 94065 NONE PC K-12 Education Reform 400000 Ross Valley Charter School 102 Marinda Drive Fairfax CA 94930 NONE PC UNRESTRICTED 2500 Rubicon Programs 2500 Bissell Avenue Richmond CA 94804 NONE PC Human Services 100000 San Francisco Opera 301 Van Ness Avenue San Francisco CA 94102 NONE PC Other Civic + Community 50000 San Francisco Symphony Davies Symphony Hall 201 Van Ness A San Francisco CA 94102 NONE PC Other Civic + Community 100000 San Joaquin A Plus Inc 3247 West March Lane SUITE 200 Stockton CA 95219 NONE PC K-12 Education Reform 400000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 NONE PC K-12 Education Reform 658888 Sponsors For Educational Opportunity 55 Exchange Place New York NY 10005 NONE PC K-12 Education Reform 150000 St Anthony Foundation 150 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 100000 Summit Public Schools 780 Broadway Redwood City CA 94063 NONE PC K-12 Education Reform 250000 Surge Institute 935 West Chestnut Street SUITE 515 Chicago IL 60642 NONE PC K-12 Education Reform 100000 Teach for America - Bay Area PO Box 398296 San Francisco CA 94139 NONE PC K-12 Education Reform 1000000 The Maven Project PO Box 156781 San Francisco CA 94115 NONE PC Human Services 100000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 NONE PC K-12 Education Reform 125000 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 NONE PC Human Services 11650000 TLP Education 818 West 7th Street Suite 930 Los Angeles CA 90017 NONE PC K-12 Education Reform 250000 TNTP 500 7th Avenue 8th Floor New York NY 10018 NONE PC K-12 Education Reform 250000 UCSF Foundation PO Box 45339 San Francisco CA 94145 NONE PC Human Services 50000 Voices College-Bound Language Academy 6840 Via Del Oro SUITE 160 San Jose CA 95119 NONE PC K-12 Education Reform 200000 Year Up Bay Area 45 Milk Street 9th Floor Boston MA 02109 NONE PC Human Services 250000 37220879 Alzheimer's Drug Discovery Foundation 57 West 57th Street Suite 904 New York NY 10019 NONE PC Human Services 498085 Branch Alliance for Educator Diversity PO Box 92405 Austin TX 78709 NONE PC K-12 Education Reform 200000 Capital Preparatory School 777 Main Street Bridgeport CT 06604 NONE PC K-12 Education Reform 50000 Charter School Growth Fund 10901 W 120th Ave Suite 450 Broomfield CO 80021 NONE POF K-12 Education Reform 50000 Chicago Community Trust 225 North Michigan Avenue Suite 2200 Chicago IL 60601 NONE PC K-12 Education Reform 26000 Community Housing Partnership 20 Jones Street Suite 200 San Francisco CA 94102 NONE PC Human Services 100000 Eastern Horizons 1155 Battery Street San Francisco CA 94111 NONE PC Human Services 30000 Education Pioneers 360 22nd Street suite 220 Oakland CA 94612 NONE PC K-12 Education Reform 100000 Episcopal Community Services 165 Eight Street 3rd floor San Francisco CA 94103 NONE PC Human Services 200000 Great School Choices 342 East 119th st apt 3a New York NY 10035 NONE PC K-12 Education Reform 50000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Human Services 100000 Innovate Public Schools c/o Sobrato Center for Nonprofits 1 suite 240 San Jose CA 95126 NONE PC K-12 Education Reform 996169 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 200000 N A of Charter School Authorizers 105 West Adams Street Suite 1900 Chicago IL 60603 NONE PC K-12 Education Reform 50000 Nantucket Cottage Hospital 57 Prospect Street Nantucket MA 02554 NONE PC Human Services 2017511 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC K-12 Education Reform 200000 Oakland REACH 333 Hegenberger Road suite 750 Oakland CA 94621 NONE PC K-12 Education Reform 50000 Pacific Charter School Development 600 Wilshire Blvd Suite 200 Los Angeles CA 90017 NONE PC K-12 Education Reform 1363424 Participant Media 331 Foothill Road floor 3 Bervely Hills CA 90210 none NC K-12 Education Reform 250000 San Joaquin A Plus Inc 3247 West March Lane suite 200 Stockton CA 95219 none PC K-12 Education Reform 400000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 none PC K-12 Education Reform 1191112 Sponsors for Educational Opportunity 55 Exchange Place New York NY 10005 none PC K-12 Education Reform 375000 Surge Institute 935 West Chestnut Street suite 515 Chicago IL 60642 none PC K-12 Education Reform 100000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 none PC K-12 Education Reform 100000 Bay Area Community Resources 171 Carolos Drive San Rafael CA 94903 none PC K-12 Education Reform 600000 9297301 14 54136 14 6639406 18 4518392 REFUND FROM EMPLOYEE FSA ACCOUNT 01 981 11212915 11212915 false false false false false false false false false false ACCOUNTING AND BOOKKEEPING 106083 101427 AUDIT AND TAX PREPARATION 39125 38695 SEILER LLP SEILER LLP PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 9,105,308 SHS CHARLES SCHWAB 445299155 445299155 REVIEW OF CONTRACTS AND 13182 12074 AGREEMENTS PRI - SCHOOLZILLA 250000 0 0 ACQCO WARRANT 108598 108598 BANK CHARGES 103 103 INSURANCE 16182 16182 CONFERENCE REGISTRATION 5642 5642 HARDWARE, SOFTWARE & EQUIPMENT 13352 12473 OFFICE SUPPLIES 3380 4594 PAYROLL PROCESSING 6636 6636 POSTAGE & DELIVERY 2476 1679 STAFF PROFESSIONAL DEVELOPMENT 5000 5000 DOCUMENT STORAGE 595 595 TELECOMMUNICATIONS 2550 2302 FILING FEES 548 548 MEETING COSTS 3724 2143 DUES & SUBCRIPTION 300 300 RECRUITING COSTS 1284 1284 REFUND FROM EMPLOYEE FSA ACCOUNT 981 UNREALIZED GAIN ON INVESTMENTS 53922335 DEFERRED EXCISE TAX LIABILITY 5662266 6280032 INFORMATION TECHNOLOGY 49378 49678 OTHER PROFESSIONAL FEES 6500 8500 EXCISE TAX 807766