2025-10-22T18:58:25-05:00 2024-12-31 Baker Tilly Advisory Group LP 3 Lagoon Drive Ste 400 Redwood CIty CA 94065 990PF 2024-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % CHRISTOPHER NELSON CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Christopher Nelson EXECUTIVE DIRECTOR 4157954920 2025-05-15 true true WING F LEE P01328047 6503654646 2024 2025-03-06 01:10:19Z X 542266970 X 0 X 1400733 1399955 7561821 7561821 5163879 31492280 5165267 14126433 14127043 662200 657377 1038585 1024164 415369 337123 2515 0 0 2515 261403 0 0 270232 298211 279753 515433 186415 6170 73411 71861 1512 1380 220438 56 188697 3675492 56 0 2839272 31009909 34755389 34685401 56 0 37594661 -20558968 14126987 0 11948831 2682470 2682470 72144 98881 98881 38032879 32034796 32034796 441559501 459478947 459478947 40363688 45786306 45786306 89564 89564 89564 0 2096006 2096006 531977043 542266970 542266970 217858 331014 18898387 15152907 4504280 7105545 23620525 22589466 X 508356518 519677504 508356518 519677504 531977043 542266970 508356518 -20558968 31879954 519677504 519677504 PUBLICLY TRADED SECURITIES P 31492280 26327013 5165267 5165267 5165267 196365 196365 196365 191722 0 34000 225722 29357 29357 false false false false false false false true true CA false false false false false true www.schwabfoundation.org CHRISTOPHER NELSON 4157954925 201 MISSION STREET STE 1950 SAN FRANCISCO CA 94105 false false false true true false false false false false false false false false false false false false false false false false CHARLES R SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 CFO & Treasurer 1.0 0 0 0 KATIE SCHWAB PAIGE 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 BOARD CHAIR,PRESIDENT,TRUSTEE 2.0 0 0 0 MATT WILSEY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Secretary & Trustee 1.0 0 0 0 CATHERINE MOLNAR 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 ASSISTANT TREASURER 1.0 0 0 0 April Chou 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Trustee 1.0 0 0 0 Tomiquia Moss 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Trustee 1.0 0 0 0 HALEY SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 TRUSTEE 1.0 0 0 0 CHRISTOPHER NELSON 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE DIRECTOR 40.0 657377 78248 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SENIOR PRGM OFFICER 40.0 240071 55041 0 EMILY MERRILL 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SENIOR PRGM OFFICER 40.0 218246 75765 0 GINA JACKSON 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE ASSISTANT 40.0 163685 16531 0 NATHALIE LOWENTHAL-SAVY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 OPERATIONS MANAGER 40.0 159994 26329 0 JOSEPH SHOOK 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 PROGRAM OFFICER 40.0 127981 38406 0 1 BAKER TILLY ADVISORY GROUP LP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 241655 DC STRATEGIES 10194 NADINE AVE PARKER CO 80134 Consultation 88200 ALEIGH SOLUTIONS 510 WARRINGTON DRIVE NEW ORLEANS LA 70122 Consultation 80850 MARTHA MONTAG BROWN & ASSOCIATES LLC PO BOX 94653 PASADENA CA 91109 CONSULTATION 50365 525048490 12900669 0 537949159 0 537949159 8069237 529879922 26493996 26493996 196365 196365 26297631 26297631 26297631 37594661 0 139429 0 0 37734090 26297631 0 2022 2021 2020 0 16965476 10213121 29143107 2401838 10822041 69545583 37734090 0 26297631 11436459 80982042 0 0 0 0 16965476 64016566 10213121 29143107 2401838 10822041 11436459 CHARLES AND HELEN SCHWAB NONE X 2000 Open Doors 150 Post Street Suite 405 San Francisco CA 94108 NONE PC Executive Director Discretionary Grant 25000 3rd Street Youth Center & Clinic 1728 Bancroft Avenue San Francisco CA 94124 NONE PC Housing & Homelessness 1300000 826 Valencia PO Box 410595 San Francisco CA 94141 NONE PC Employee Matching 529 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC Education 100000 Alder Graduate School Of Education 111 Pine Street San Francisco CA 94111 NONE PC Education 400000 Alliance College Ready Public Schools Fou PO Box 86609 Los Angeles CA 90086 NONE PC Education 200000 Asian and Pacific Islander American Vote 1612 K Street NW Suite 510 Washington DC 20006 NONE PC Trustee 25000 At The Crossroads 167 Jessie St San Francisco CA 94105 NONE PC Employee Matching 155 Bay Education Fund 5214f Diamond Heights Boulevard 3 San Francisco CA 94131 NONE PC Education 500000 Bellwether Education Partners Inc 68 Harrison Avenue Suite 605 Post Boston MA 02111 NONE PC Education 50000 Berkeley Humane 2700 Ninth St Berkeley CA 94710 NONE PC Employee Matching 300 Big Picture Learning 325 Public Street Providence RI 02905 NONE PC Education 250000 Birth Companions Community Center 29 San Juan Ave San Francisco CA 94112 NONE PC Employee Matching 1500 Booker T Washington Community Service Ce 800 Presidio Ave San Francisco CA 94115 NONE PC Housing & Homelessness 265000 Braven Inc 100 N LaSalle Suite 310 Chicago IL 60602 NONE PC Education 500000 Brooklyn Navy Yard Development Corporatio 141 Flushing Avenue Brooklyn NY 12205 NONE PC Education 250000 Cambiar Education 17412 Ventura Boulevard 268 Encino CA 91316 NONE PC Education 3000000 Camp Kiwanilong PO Box 128 Warrenton OR 97146 NONE PC Employee Matching 1039 Center For Employment Opportunities 50 Broadway Suite 1604 New York NY 10004 NONE PC Housing & Homelessness 400000 Center for New Music 55 Taylor Street San Francisco CA 94102 NONE PC Executive Director Discretionary Grant 125000 Charter School Growth Fund 10901 West 120th Avenue Suite 450 Broomfield CO 80021 NONE PC Education 1500000 City Fund 9450 SW Gemini Dr PMB 28552 Beaverton OR 970087105 NONE PC Education 800000 Critical Resistance 2929 Summit St 207 Oakland CA 94609 NONE PC Employee Matching 100 Da Vinci Schools 201 North Douglas Street El Segundo CA 90245 NONE PC Education 500000 DISH SF PO Box 427129 San Francisco CA 94142 NONE PC Employee Matching 500 Diversity in Leadership Institute West Century Boulevard 47757 Los Angeles CA 90047 NONE PC Education 400000 Education Leaders of Color 3680 Wilshire Blvd Suite P04-1052 Los Angeles CA 90010 NONE PC Trustee 75000 Episcopal Community Services of San Franc 165 8th Street San Francisco CA 94103 NONE PC Housing & Homelessness 300000 Eviction Defense Collaborative Inc 976 Mission St 1st Floor San Francisco CA 94103 NONE PC Housing & Homelessness 400000 Families in Action for Quality Education 333 Hegenberger Rd STE 705 Oakland CA 94621 NONE PC Education 300000 Firm Foundation Community Housing 1035 B Street Hayward CA 94541 NONE PC Housing & Homelessness 275000 First Place For Youth 426 17th Street Suite 100 Oakland CA 946122814 NONE PC Housing & Homelessness 350000 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC Education 200000 Friends of Berkeley Animal Care Services 1 Bolivar Drive Berkeley CA 94710 NONE PC Employee Matching 103 Friends of Grant Music ( PayPal Giving Fund) 2245 NE 36th Ave Portland OR 97212 NONE PC Employee Matching 1000 Grace Science Foundation 873 Santa Cruz Avenue Suite 200 Menlo Park CA 94025 NONE PC Trustee 200000 Greenhouse E3 116 Shore Drive Portland TX 783741420 NONE PC Education 600000 Guide Dogs for the Blind PO Box 151200 San Rafael CA 94915 NONE PC Employee Matching 104 Healthright 360 1563 Mission Street San Francisco CA 94103 NONE PC Housing & Homelessness 250000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Housing & Homelessness 300000 Immigration Counseling Service 519 SW Park Ave 610 Portland OR 97205 NONE PC Employee Matching 500 Impact Justice 2930 Lakeshore Avenue Suite 300 Oakland CA 94610 NONE PC Housing & Homelessness 350000 Innovate Public Schools 101 Jefferson Drive Menlo Park CA 94025 NONE PC Education 800000 InnovateEDU Inc PO Box 25796 Brooklyn NY 11202 NONE PC Education 250000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Housing & Homelessness 250000 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 NONE PC Education 750000 KIPP NorCal 1000 Broadway Suite 460 Oakland CA 94607 NONE PC Education 400000 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Housing & Homelessness 300000 Leading Educators 3014 Dauphine St STE L New Orleans LA 70117 NONE PC Executive Director Discretionary Grant 370000 led better inc 1311 Park Street Suite 600 Alameda CA 94501 NONE PC Education 150000 Life Learning Academy 651 8th Street San Francisco CA 94130 NONE PC Board Chair 100000 MEB Alliance for Educator Diversity 100 World Drive Suite 101 Peachtree City GA 30269 NONE PC Education 300000 Making Waves Education Foundation 3045 Research Drive Richmond CA 94806 NONE PC Employee Matching 500 Mission Action 938 Valencia Street San Francisco CA 94110 NONE PC Employee Matching 500 National Charter Collaborative 605 SW 108th Street Seattle WA 98146 NONE PC Education 400000 National Coalition for the Homeless 2201 P Street NW Washington DC 20037 NONE PC Executive Director Discretionary Grant 25000 Navigator Schools 650 San Benito Street Suite 230 Hollister CA 95023 NONE PC Education 250000 New Leaders 121 West 36th Street 308 New York NY 10018 NONE PC Education 500000 New Schools Venture Fund 1616 Franklin Street 2nd Floor Walnut Creek CA 94612 NONE PC Education 750000 New Venture Fund 1828 L Street NW Suite 300A Washington DC 20036 NONE PC Education 200000 Noble Network of Charter Schools 1 North State Street Floor 15 Chicago IL 60602 NONE PC Education 283250 Northern California Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 NONE PC Housing & Homelessness 75000 Nurses Middle College 150 Washington St Providence RI 02903 NONE PC Education 500000 Oakland REACH 333 Hegenberger Road Suite 425 Oakland CA 94621 NONE PC Education 800000 Pahara Institute 440 N Barranca Ave 2927 Covina CA 91723 NONE PC Education 250000 PlayLab Education 33170 Alvarado-Niles Road 3048 Union City CA 94587 NONE PC Education 1000000 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 NONE PC Education 200000 REDF 785 Market Street Suite 1200 San Francisco CA 94103 NONE PC Housing & Homelessness 250000 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 NONE PC Education 300000 Rivet School 1503 Macdonald Avenue Suite A Richmond CA 94801 NONE PC Education 500000 Rocketship Education Inc 2001 Gateway Place Suite 230E San Jose CA 95110 NONE PC Education 400000 Rubicon Programs 2500 Bissell Avenue Richmond CA 948041815 NONE PC Housing & Homelessness 250000 San Francisco Foundation One Embarcadero Suite 1400 San Francisco CA 94111 NONE PC Housing & Homelessness 500000 San Francisco Housing Accelerator Fund 564 Market Street Suite 225 San Francisco CA 94104 NONE PC Executive Director Discretionary Grant 265000 San Francisco Marin Food Bank 900 Pennsylvania Avenue San Francisco CA 94107 NONE PC Trustee 100000 San Francisco Parent Coalition 312 Clay Street Suite 300 Oakland CA 94607 NONE PC Board Chair 100000 SEED Foundation 1730 Rhode Island Avenue Northwest Washington DC 20036 NONE PC Education 200000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 NONE PC Board Chair 750000 Sogorea'Te Land Trust 2501 Harrison Street Oakland CA 94612 NONE PC Employee Matching 309 SPUR - San Francisco Bay Area Planning 654 Mission Street San Francisco CA 94105 NONE PC Executive Director Discretionary Grant 5000 Success Academy Charter Schools 95 Pine Street Floor 6 New York NY 10005 NONE PC Education 500000 Summit Public Schools 780 Broadway Redwood City CA 94063 NONE PC Education 200000 Surge Institute 935 West Chestnut Street Suite 515 Chicago IL 60642 NONE PC Education 250000 Sustainable Markets Foundation 40 West 37th Street Suite 1000 New York NY 100187311 NONE PC Housing & Homelessness 150000 Teach for America 25 Broadway New York NY 10004 NONE PC Executive Director Discretionary Grant 1005000 The Center for Black Educator Development 7901 Hidden Lane Elkins Park PA 19027 none PC Education 350000 The Modern Classrooms Project PO Box 986500 Boston MA 02298 none PC Education 350000 Tides Center 1012 Torney Avenue San Francisco CA 94129 none PC Executive Director Discretionary Grant 605000 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 PC Housing & Homelessness 2600000 TNTP 500 7th Avenue 8th Floor New York NY 10018 none PC Education 500000 TogetherSF 2505 Mariposa Street San Francisco CA 94110 none PC Trustee 200000 Transcend Inc 1836 Westchester Avenue PMC 6205 The Bronx NY 10472 none PC Education 500000 University of California Berkeley A Rege 1608 Fourth Street Suite 201 MC Berkeley CA 94710 none PC Housing & Homelessness 100000 Urban Alchemy 255 Golden Gate Avenue San Francisco CA 94102 none PC Housing & Homelessness 250000 Voices College Bound Language Academy At 610 Jarvis Drive Morgan Hill CA 95037 none PC Executive Director Discretionary Grant 225000 Yu Ming Charter School 2501 Chestnut Street Oakland CA 94607 none PC Education 250000 34755389 Big Picture Learning 325 Public Street Providence RI 02905 NONE PC Education 0 Booker T Washington Community Service Ce 800 Presidio Ave San Francisco CA 94115 NONE PC Housing & Homelessness 0 Charter School Growth Fund 10901 West 120th Avenue Suite 450 Broomfield CO 80021 NONE PC Education 0 City Fund 9450 SW Gemini Dr PMB 28552 Beaverton OR 970087105 NONE PC Education 0 Da Vinci Schools 201 North Douglas Street El Segundo CA 90245 NONE PC Education 0 Episcopal Community Services of San Franc 165 8th Street San Francisco CA 94103 NONE PC Housing & Homelessness 0 Firm Foundation Community Housing 1035 B Street Hayward CA 94541 NONE PC Housing & Homelessness 0 First Place For Youth 426 17th Street Suite 100 Oakland CA 946122814 NONE PC Housing & Homelessness 0 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC Education 0 Greenhouse E3 116 Shore Drive Portland TX 783741420 NONE PC Education 0 Healthright 360 1563 Mission Street San Francisco CA 94103 NONE PC Education 0 Impact Justice 2930 Lakeshore Avenue Suite 300 Oakland CA 94610 NONE PC Housing & Homelessness 0 InnovateEDU Inc PO Box 25796 Brooklyn NY 11202 NONE PC Education 0 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Housing & Homelessness 0 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Housing & Homelessness 0 Leading Educators 3014 Dauphine St STE L New Orleans LA 70117 NONE PC Education 0 NewSchools Venture Fund 1616 Franklin Street Oakland CA 94612 NONE PC Education 0 Noble Network of Charter Schools 1 North State Street Floor 15 Chicago IL 60602 none PC Education 0 Northern California Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 none PC Housing & Homelessness 0 Nurses Middle College 150 Washington St Providence RI 02903 none PC Education 0 Oakland REACH 333 Hegenberger Road Suite 425 Oakland CA 94621 none PC Education 0 PlayLab Education 33170 Alvarado-Niles Road 3048 Union City CA 94587 none PC Education 0 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 none PC Education 0 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 none PC Education 0 Rubicon Programs 2500 Bissell Avenue Richmond CA 948041815 PC Housing & Homelessness 0 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 PC Education 0 Success Academy Charter Schools 95 Pine Street Floor 6 New York NY 10005 PC Education 0 Sustainable Markets Foundation 40 West 37th Street Suite 1000 New York NY 100187311 PC Housing & Homelessness 0 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 PC Housing & Homelessness 0 15275000 14 1400733 14 7561821 18 5163879 14126433 14126433 false false false false false false false false false false ACCOUNTING AND BOOKKEEPING 205123 216837 AUDIT AND TAX PREPARATION 56280 53395 LEASEHOLD IMPROV 89564 THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 6,208,336 SHS CHARLES SCHWAB 459478947 459478947 32034796 32034796 690,494 SHS SCHWAB 1000 INDEX FMV 19547896 19547896 60,338 SHS SCHWAB EMERGING MKT FMV 1606800 1606800 43,431 SHS SCHWAB INTL SMALL FMV 1490976 1490976 351,367 SHS SCHWAB US SMALL FMV 9086341 9086341 621,596 SHS SCHWAB INTL IND FMV 14054293 14054293 REVIEW OF CONTRACTS AND AGREEMENTS 2515 2515 OPERATING RIGHT-OF-USE ASSET 0 2096006 2096006 INSURANCE 17819 17819 CONFERENCE REGISTRATION 14269 14269 HARDWARE, SOFTWARE & EQUIPMENT 25257 24471 OFFICE SUPPLIES 10386 9710 PAYROLL PROCESSING 12760 12760 POSTAGE & DELIVERY 1330 1229 BANK CHARGES 98 98 DOCUMENT STORAGE 2866 2866 TELECOMMUNICATIONS 11131 11971 FILING FEES 1069 1069 MEETING COSTS 17339 16321 DUES & SUBCRIPTION 12500 12500 RECRUITING COSTS 80365 50365 STAFF DEVELOPMENT 13249 13249 AMORTIZATION OF BOND PREMIUM 0 56 0 UNREALIZED GAIN ON INVESTMENTS 22619448 ADJUSTMENT FOR QUALIFYING DISTRIBUTION 0 OF SECURITIES VALUED AT FAIR MARKET 0 VALUE MORE THAN BOOK VALUE 9260506 DEFERRED EXCISE TAX LIABILITY 4504280 4826213 OPERATING RIGHT-OF-USE LIABILITY 0 2279332 INFORMATION TECHNOLOGY 77061 70203 OTHER PROFESSIONAL FEES 221150 209550 EXCISE TAX 515433