CHARLES AND HELEN SCHWAB FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND HELEN SCHWAB FOUNDATION (EIN 94-3374170)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-10
- IRS object ID
- 201912839349100116
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-10T15:09:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-15 | 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 | 94293920192835000067 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A7F7801D69E9CEDE7BB7EC534C0995D0DC5B7925 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32F04331103660F1CF694E1E6F82448474965A34 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $422,143,206 | 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 | $40,009,946 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,264,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,264,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,202,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,227,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,202,794 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,289,728 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $62,820,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,521,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $307,388 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $307,066 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $133,204 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $133,064 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,859 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $72,987 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,380 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,380 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $135,391 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $127,113 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,738 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $415,000 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,125 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,243 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,681 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,213 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $687 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59,404 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,198,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $761,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,729,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,805,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,927,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,566,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,893,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,521,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,989,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,004,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,004,288 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,989 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,779 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,779 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $478,230,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $413,883,139 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $413,883,139 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $487,477,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,143,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $422,143,206 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $266,628 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,311,378 | AccountsPayableEOYAmt |
| Grants Payable BOY | $14,519,070 | GrantsPayableBOYAmt |
| Grants Payable EOY | $23,442,982 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $7,951,993 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,662,266 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,737,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,416,626 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $464,739,636 | UnrestrictedBOYAmt |
| Unrestricted EOY | $391,726,580 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $464,739,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $391,726,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $487,477,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $422,143,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $464,739,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,893,461 | ExcessRevenueOverExpensesAmt |
| Subtotal | $497,633,097 | SubtotalAmt |
| Other Decreases | $105,906,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $391,726,580 | 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 | $16,227,495 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,701 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,202,794 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,202,794 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,202,794 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,967,933 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $415,311,153 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,967,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $309,948,821 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,508,464 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $301,824,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054695 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,122,795 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,733,654 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,132,522 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $149,942,887 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087583 | DistributionYr5Rt |
| Total Distribution | 0.322664 | TotalDistributionRt |
| Average Distribution | 0.064533 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $473,653,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,566,295 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205,213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,771,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,566,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $410,426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $410,426 | SubtotalAmt |
| Tax Based On Investment Income | $410,426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $419,038 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $474,038 | TotalPaymentsAndCreditsAmt |
| Overpayment | $63,612 | OverpaymentAmt |
| Applied To ES Tax | $63,612 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | $307,066 | $40,797 | $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 | $133,064 | CompensationAmt |
| Employee Benefits | $16,820 | EmployeeBenefitsAmt |
| 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 | $116,692 | 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 | $468,819,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,046,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $480,866,711 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $480,866,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,213,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $473,653,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,682,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,682,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410,426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410,426 | TotalTaxAmt |
| Distributable Before Adj | $23,272,260 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,272,260 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,272,260 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,566,559 | 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 | $20,566,559 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $20,566,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,272,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,767,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,462,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,741,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,518,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,490,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,566,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $20,566,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,705,701 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,705,701 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,784,408 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,061,429 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,722,979 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,462,906 | ExcessFromYear3Amt |
| Excess From Year2 | $4,741,480 | ExcessFromYear2Amt |
| Excess From Year1 | $9,518,593 | ExcessFromYear1Amt |
| 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 (58 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 | ||||||||
| 495 Blake Street | New Haven | CT | 06515 | None | PC | K-12 Education Reform | $250,000 | |
| Alder Graduate School Of Education | ||||||||
| 2946 Broadway | Redwood City | CA | 94062 | None | PC | K-12 Education Reform | $200,000 | Suite B |
| Alliance For College-Ready Public Schools | ||||||||
| 601 S 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 | 10014 | None | PC | Human Services | $895,021 | Suite 904 |
| California Charter Schools Association | ||||||||
| 250 E 1st Street | Los Angeles | CA | 90012 | None | PC | K-12 Education Reform | $1,252,106 | Ste 1000 |
| Center For Employment Opportunities | ||||||||
| 50 Broadway | New York | NY | 10004 | None | PC | Human Services | $200,000 | 18th Floor |
| SCHWAB CHARITABLE FUND | ||||||||
| 211 Main St | San Francisco | CA | 94105 | None | PC | K-12 Education Reform | $697,317 | |
| Child Mind Institute | ||||||||
| 101 East 56th Strret | New York | NY | 10022 | None | PC | Human Services | $500,000 | |
| 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 | 53 |
| Educate 78 | ||||||||
| 2323 Broadway | Oakland | CA | 94612 | None | PC | K-12 Education Reform | $400,000 | |
| First Place For Youth | ||||||||
| 426 17th Street | Oakland | CA | 94612 | None | PC | Human Services | $250,000 | Suite 100 |
| Grace Science Foundation | ||||||||
| PO Box 114 | Menlo Park | CA | 94026 | None | PC | Human Services | $150,000 | |
| Great School Choices | ||||||||
| 342 East 119th Street | New York | NY | 10035 | None | PC | K-12 Education Reform | $50,000 | Apt 3A |
| Great Schools | ||||||||
| 1999 Harrison Street | Oakland | CA | 94612 | None | PC | K-12 Education Reform | $400,000 | Suite 1100 |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | None | PC | K-12 Education | $25,000 | |
| Homeless Prenatal Program | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | Human Services | $100,000 | |
| Innovate Public Schools | ||||||||
| 1400 Parkmoor Avenue | San Jose | CA | 95126 | None | PC | K-12 Education Reform | $1,002,106 | Suite 240 |
| Johns Hopkins University | ||||||||
| 5200 Eastern Avenue | Baltimore | MD | 21224 | None | PC | Human Services | $50,000 | Suite 4100 Room 405 |
| KIPP Foundation | ||||||||
| 135 Main Street | San Francisco | CA | 94105 | None | PC | K-12 Education Reform | $250,000 | Suite 1700 |
| Learning Ally Inc | ||||||||
| 20 Roszel Road | Princeton | NJ | 08540 | None | PC | K-12 Education Reform | $50,000 | |
| Monterey Bay Aquarium Foundation | ||||||||
| 886 Cannery Row | Monterey | CA | 93940 | None | PC | CIVIC, COMMUNITY | $400,000 | |
| 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 | $986,323 | |
| National Council On Teacher Quality | ||||||||
| 1120 G Street NW | Washington | DC | 20005 | None | PC | K-12 Education Reform | $100,000 | Suite 800 |
| New Leaders | ||||||||
| 30 West 26th Street | New York | NY | 10010 | None | PC | K-12 Education Reform | $400,000 | Tenth Floor |
| New Schools Venture Fund | ||||||||
| 1616 Franklin Street | Oakland | CA | 94612 | None | PC | K-12 Education Reform | $400,000 | |
| 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 Ave NW | Washington | DC | 20036 | None | PC | K-12 Education Reform | $200,000 | Suite 300 |
| North Valley Community Foundation | ||||||||
| 240 Main Street | Chico | CA | 95928 | None | PC | Human Services | $250,000 | Suite 260 |
| Nurse Family Partnership | ||||||||
| 1900 GRANT STREET | Denver | CO | 80203 | None | PC | Human Services | $250,000 | Suite 400 |
| Oakland Public Education Fund | ||||||||
| 1000 Broadway | Oakland | CA | 94607 | None | PC | K-12 Education Reform | $200,000 | Suite 300 |
| Pacific Charter School Development | ||||||||
| 600 Wilshire Blvd | Los Angeles | CA | 90017 | None | PC | K-12 Education Reform | $1,343,443 | Suite 200 |
| Relay Graduate School of Education | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | K-12 Education Reform | $75,000 | 7th Floor |
| Rocketship Education Inc | ||||||||
| 350 Twin Dolphin Drive | Redwood City | CA | 94065 | None | PC | K-12 Education Reform | $400,000 | Suite 109 |
| Salk Institute For Biological Studies | ||||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | None | PC | Human Services | $100,000 | |
| San Francisco Opera | ||||||||
| 301 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | CIVIC, COMMUNITY, ARTS | $50,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Ave | San Francisco | CA | 94102 | None | PC | CIVIV, COMMUNITY, ARTS | $100,000 | |
| Silicon Schools Fund | ||||||||
| 827 Broadway | Oakland | CA | 94607 | None | PC | K-12 Education Reform | $601,263 | Suite 300 |
| Sponsors For Educational Opportunity | ||||||||
| 55 Exchange Place | New York | NY | 10005 | None | PC | K-12 Education Reform | $125,000 | |
| St Anthony Foundation | ||||||||
| 150 Golden Gate Avenue | San Francisco | CA | 94102 | None | PC | Human Services | $100,000 | |
| St Michael the Archangel Church | ||||||||
| 75-5769 Alii Drive | Kallua Kona | HI | 96740 | None | PC | CIVIC, COMMUNITY | $25,000 | |
| Stanford University | ||||||||
| 434 Galvez Mall | Stanford | CA | 94305 | None | PC | K-12 Education Reform | $100,000 | |
| Summit Public Schools | ||||||||
| 900 Island Dr | Redwood City | CA | 94063 | None | PC | K-12 Education Reform | $500,000 | Suite 203 |
| Teach for America | ||||||||
| 25 Broadway | New York | NY | 10004 | None | PC | K-12 Education Reform | $1,010,103 | 12th Floor |
| The J Gladstone Institutes | ||||||||
| 1650 Owens Street | San Francisco | CA | 94158 | None | PC | Human Services | $100,000 | |
| The Roberts Enterprise Development Fund | ||||||||
| 2 Embarcadero Center | San Francisco | CA | 94111 | None | PC | Human Services | $250,000 | Suite 650 |
| The University Of Arizona | ||||||||
| 1303 E University Blvd | Tucson | AZ | 85719 | None | PC | Human Services | $100,000 | Box 3 |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | Human Services | $1,665,157 | Suite 850 |
| TNTP | ||||||||
| 186 Joralemon St | Brooklyn | NY | 11201 | None | PC | K-12 Education Reform | $250,000 | Suite 300 |
| University of Washington Foundation | ||||||||
| 12455 Collections Drive | Chicago | IL | 60693 | None | PC | K-12 Education Reform | $100,000 | |
| Voices College-Bound Language Academy | ||||||||
| 14271 Story Road | San Jose | CA | 95127 | None | PC | K-12 Education Reform | $600,000 | |
| Wayfinder Foundation | ||||||||
| 110 2nd St South | Waite Park | MN | 56376 | None | PC | K-12 Education Reform | $300,000 | 228 |
| Year Up Boston | ||||||||
| 45 Milk Street | Boston | MA | 02109 | None | PC | Human Services | $250,000 | 9th Floor |
| Ross Valley Charter School | ||||||||
| 102 Marinda Drive | Fairfax | CA | 94930 | None | PC | K-12 Education Reform | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,805,339 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 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 | |
| Alliance for College-Ready Public Schools | ||||||||
| 601 S Figueroa Street | Los Angeles | CA | 90017 | None | PC | K-12 Education Reform | $200,000 | 4th Floor |
| Alzheimer's Drug Discovery Foundation | ||||||||
| 57 West 57th Street | New York | NY | 10014 | None | PC | Human Services | $1,004,979 | Suite 904 |
| Charter School Growth Fund | ||||||||
| 10901 W 120th Ave | Broomfield | CO | 80021 | None | POF | K-12 Education Reform | $600,000 | Suite 450 |
| Community Housing Partnership | ||||||||
| 20 Jones Street | San Francisco | CA | 94102 | None | PC | Human Services | $200,000 | Suite 200 |
| Golden Gate Parks ConservancyPresidio Tunnel Tops | ||||||||
| 201 Fort Mason | San Francisco | CA | 94123 | None | PC | PRESIDIO TUNNEL TOPS PROJECT | $1,333,000 | |
| Great School Choices | ||||||||
| 342 East 119th Street | New York | NY | 10035 | None | PC | K-12 Education Reform | $50,000 | Apt 3A |
| Homeless Prenatal Program | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | Human Services | $200,000 | |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | PC | Human Services | $4,000,000 | |
| National Alliance for Public Charter School | ||||||||
| 1101 Fifteenth St NW | Washington | DC | 20005 | None | PC | K-12 Education Reform | $600,000 | Suite 1010 |
| New Venture Fund | ||||||||
| 1201 Connecticut Ave NW | Washington | DC | 20036 | None | PC | K-12 Education Reform | $200,000 | Suite 300 |
| Oakland Public Education Fund | ||||||||
| 1000 Broadway | Oakland | CA | 94607 | None | PC | K-12 Education Reform | $200,000 | Suite 300 |
| Pacific Charter School Development | ||||||||
| 600 Wilshire Blvd | Los Angeles | CA | 90017 | None | PC | K-12 Education Reform | $2,670,000 | Suite 200 |
| Relay Graduate School of Education | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | K-12 Education Reform | $175,000 | 7th Floor |
| Silicon Schools Fund | ||||||||
| 827 Broadway | Oakland | CA | 94607 | None | PC | K-12 Education Reform | $1,800,000 | Suite 300 |
| Sponsors for Educational Opportunity (SEO) | ||||||||
| 55 Exchange Place | New York | NY | 10005 | None | PC | K-12 Education Reform | $500,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | Human Services | $10,000,000 | Suite 850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,832,979 | 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 | $53,530 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,264,966 | 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 | $16,202,794 | 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 | GAAP DEFERRED EXCISE TAX ADJUSTMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,289,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,811,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,811,018 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES AND HELEN SCHWAB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $40,009,946 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 884,100 SHS CHARLES SCHWAB CORP. | NoncashPropertyDesc |
| Fair Market Value | $40,009,946 | FairMarketValueAmt |
| Received | 2018-11-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING AND BOOKKEEPING | $96,866 | $88,588 |
| AUDIT AND TAX PREPARATION | $38,525 | $38,525 |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATIN 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 | 9,741,229 SHS CHARLES SCHWAB | StockNm |
| EOY Book Value | $413,883,139 | EOYBookValueAmt |
| EOYFMV | $413,883,139 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REVIEW OF CONTRACTS AND | ||
| AGREEMENTS | $3,380 | $3,380 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - SCHOOLZILLA | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $105,906,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $85 | $85 |
| INSURANCE | $18,522 | $18,522 |
| CONFERENCE REGISTRATION | $6,262 | $6,262 |
| HARDWARE, SOFTWARE & EQUIPMENT | $16,941 | $13,437 |
| OFFICE SUPPLIES | $5,732 | $3,175 |
| PAYROLL PROCESSING | $6,988 | $6,988 |
| POSTAGE & DELIVERY | $2,008 | $1,501 |
| STAFF PROFESSIONAL DEVELOPMENT | $5,951 | $5,654 |
| DOCUMENT STORAGE | $540 | $540 |
| TELECOMMUNICATIONS | $734 | $674 |
| FILING FEES | $676 | $676 |
| MEETING COSTS | $2,026 | $1,368 |
| DUES AND SUBSCRIPTION | $522 | $522 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP DEFERRED EXCISE TAX ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $2,289,728 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $7,951,993 | BOYBookValueAmt |
| EOY Book Value | $5,662,266 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INFORMATION TECHNOLOGY | $39,063 | $36,738 |
| OTHER PROFESSIONAL FEES | $4,400 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $415,000 | Amt |