2024-11-06T10:22:23-06:00 2023-12-31 Baker Tilly Advisory Group LP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2023-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % CHRISTOPHER NELSON CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Christopher Nelson EXECUTIVE DIRECTOR 4157954920 2024-05-15 true true DAVID M SACARELOS P00082838 6503654646 2023 2024-10-15 13:58:12Z X 531977043 X 0 X 1096948 1065570 7456083 7456083 -541186 43043000 0 12474954 20486799 8521653 632500 632308 720954 719896 297912 245023 8435 0 0 15191 232548 0 0 230749 341681 299219 264200 27909 25354 1405 1039 107908 46232 135504 2635452 46232 0 2304283 40875089 33065074 43510541 46232 0 35369357 -23023742 8475421 15095189 11948831 11948831 66402 72144 72144 48976813 38032879 38032879 547833399 441559501 441559501 36009433 40363688 40363688 647981236 531977043 531977043 165633 217858 11088372 18898387 5894196 4504280 17148201 23620525 X 630833035 508356518 630833035 508356518 647981236 531977043 630833035 -23023742 607809293 99452775 508356518 PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 24596000 24723146 -127146 -127146 -127146 117808 117808 117808 116186 0 29000 145186 27378 27378 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 Christopher Nelson 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Executive Director 40.0 632308 63842 0 EMILY MERRILL 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SENIOR PGRM OFFICER 40.0 210000 63136 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SENIOR PGRM MANAGER 40.0 206440 50367 0 GINA JACKSON 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE ASSISTANT 40.0 157029 14887 0 NATHALIE LOWENTHAL-SAVY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 GRANTS MANAGER 40.0 146428 19802 0 Seiler LLP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 204981 ALEIGH SOLUTIONS 510 WARRINGTON DRIVE NEW ORLEANS LA 70122 Consultation 99111 DC STRATEGIES 10194 NADINE AVE PARKER CO 80134 Consultation 90475 NONPROFIT HR SOLUTIONS LLC 1441 L STREET NW SUITE 620 WASHINGTON DC 20005 CONSULTATION 51600 484266085 16548607 0 500814692 0 500814692 7512220 493302472 24665124 24665124 117808 117808 24547316 24547316 24547316 35369357 0 0 0 0 35369357 24547316 0 2021 2020 2019 0 16965476 10213121 29143107 2401838 58723542 35369357 0 24547316 10822041 69545583 0 0 0 0 69545583 16965476 10213121 29143107 2401838 10822041 CHARLES AND HELEN SCHWAB NONE X 50CAN Inc 1380 Monroe Street NW 413 Washington DC 20010 NONE PC Education 400000 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC Education 100000 Alameda Health System Foundation 350 Frank H Ogawa Plaza Suite 900 Oakland CA 94612 NONE PC Employee Matching Gift 525 Alameda School Foundation 2732 NE Fremont St Portland OR 97212 NONE PC Employee Matching Gift 500 Alder Graduate School Of Education 2946 Broadway Suite B Redwood City CA 94062 NONE PC Education 400000 Alliance College Ready Public Schools Foundation PO Box 86609 Los Angeles CA 90086 NONE PC Education 200000 Asian and Pacific Islander American Vote 1612 K Street NW 510 Washington DC 20006 NONE PC Trustee 50000 Bay Education Fund 1616 Franklin St 2nd Floor Oakland CA 94612 NONE PC Education 500000 Beaumont Middle School PTA 4043 NE Fremont Street Portland OR 97212 NONE PC Employee Matching Gift 519 Bellwether Education Partners Inc 517 Boston Post Road 171 Sudbury MA 01776 NONE PC Education 25000 Birth Companions Community Center 29 San Juan Ave San Francisco CA 94112 NONE PC Employee Matching Gift 1000 Border Youth Tennis Exchange 1171 W Target Range Rd Nogales AZ 856212415 NONE PC Trustee 25000 Braven Inc 100 N La Salle Street Chicago IL 60602 NONE PC Education 500000 Brooklyn Navy Yard Development Corporation 141 Flushing Avenue Unit 801 Brooklyn NY 11205 NONE PC Education 250000 CA Charter Authorizing Professionals 2351 Sunset Blvd Suite 170 859 Rocklin CA 95765 NONE PC Education 100000 Cambiar Education 4653 Carmel Mountain Road Suite 30 San Diego CA 92130 NONE PC Education 4000000 Camelback Ventures 612 Andrew Higgins Blvd New Orleans LA 70130 NONE PC Education 25000 Capital Preparatory School 777 Main Street Bridgeport CT 06604 NONE PC Education 200000 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 Housing & Homelessness 125000 Charter School Growth Fund 10901 West 120th Avenue Suite 450 Broomfield CO 80021 NONE PC Education 1500000 Child Mind Institute 101 East 56th Street New York NY 10022 NONE PC Housing & Homelessness 200000 Colorado Nonprofit Development Center 789 Sherman St Denver CO 80203 NONE PC Education 100000 Diversity in Leadership Institute 2226 W 26th PL 3 Los Angeles CA 90018 NONE PC Education 200000 EdNavigator 612 Andrew Higgins Dr Floor 3 New Orleans LA 70130 NONE PC Education 300000 Educate78 dba Leadership for Liberation 484 Lake Park Ave Oakland CA 94610 NONE PC Education 250000 Episcopal Community Services of San Franc 165 8th Street San Francisco CA 94103 NONE PC Housing & Homelessness 300000 Families in Action 333 Hegenberger Road Suite 600 Oakland CA 94621 NONE PC Education 300000 Family Engagement Lab 548 Market Street Suite 42210 San Francisco CA 94104 NONE PC Education 100000 First Place For Youth 426 17th Street Oakland CA 946122814 NONE PC Housing & Homelessness 300000 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC Education 200000 Friends of Grant Music 3929 NE 67th Ave Portland OR 97213 NONE PC Employee Matching Gift 1000 Good Energy Collective Incorporated 2108 N St Ste 8006 Sacramento CA 95816 NONE PC Employee Matching Gift 500 Grace Science Foundation 1142 Crane Street Menlo Park CA 94025 NONE PC Trustee 200000 Gradient Learning 340 S Lemon Avenue 6119 Walnut CA 91789 NONE PC Education 250000 Great Schools 2201 Broadway 4th Floor Oakland CA 94612 NONE PC Education 100000 Greenhouse E3 116 Shore Drive Portland TX 78374 NONE PC Education 400000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Housing & Homelessness 300000 HomeRise 20 Jones Street Suite 200 San Francisco CA 94102 NONE PC Housing & Homelessness 150000 Innovate Public Schools 1400 Parkmoor Ave Ste 240 San Jose CA 95126 NONE PC Education 800000 InspireNola Charter Schools 2401 Westbend Parkway New Orleans LA 70114 NONE PC Education 200000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Housing & Homelessness 200000 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 NONE PC Education 750001 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 MEB Alliance for Educator Diversity 7500 Rialto Boulevard Suite 1-270 Austin TX 78735 NONE PC Education 200000 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC Education 200000 National Summer School Initiative Inc 147 Prince Street 354 Brooklyn NY 11201 NONE PC Education 250000 Navigator Schools 650 San Benito Street Suite 230 Hollister CA 95023 NONE PC Education 250000 New Door Ventures 3221 20th Street San Francisco CA 94110 NONE PC Housing & Homelessness 250000 New Leaders 30 West 26Th Street New York NY 10010 NONE PC Education 1000000 New Schools for New Orleans 1555 Poydras Street New Orleans LA 70112 NONE PC Education 250000 New Teacher Center 1205 Pacific Avenue Santa Cruz CA 95060 NONE PC Education 400000 New Venture Fund 1828 L Street NW Washington DC 20036 NONE PC Education 200000 NewSchools Venture Fund 1616 Franklin Street Oakland CA 94612 NONE PC Education 1150001 Noble Network of Charter Schools 1 North State Street Chicago IL 60602 NONE PC Education 250000 Ntl Assoc of Charter School Authorizers 1 East Erie Street Suite 525 380 Chicago IL 60603 NONE PC Education 300000 Nurse Family Partnership 1900 Grant Street Suite 400 Denver CO 80203 NONE PC Housing & Homelessness 300000 Oakland REACH 333 Hegenberger Road Oakland CA 94621 NONE PC Education 800000 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 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 NONE PC Education 200000 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive Sacramento CA 95833 NONE PC Education 300000 Rivet School 1503 Macdonald Ave Suite A Richmond CA 94801 NONE PC Education 500000 Rocketship Education Inc 350 Twin Dolphin Drive Suite 109 Redwood City CA 94065 NONE PC Education 400000 Rubicon Programs 2500 Bissell Avenue Richmond CA 948041815 NONE PC Housing & Homelessness 200000 San Francisco Housing Accelerator Fund 244 Kearny St 5th Floor San Francisco CA 94108 NONE PC Housing & Homelessness 350000 San Joaquin A Plus Inc 6731 Herndon Pl Stockton CA 95219 NONE PC Education 200000 School Board Partners PO Box 8165 New Orleans LA 70182 NONE PC Education 25000 SEED Foundation 1730 Rhode Island Ave Nw Washington DC 20036 NONE PC Education 200000 Silicon Schools Fund 827 Broadway Oakland CA 94607 NONE PC Education 600000 Success Academy Charter Schools 95 Pine Street New York NY 10005 NONE PC Education 500000 Summit Public Schools 780 Broadway Redwood City CA 94063 NONE PC Education 200000 Surge Institute 2045 W Grant Avenue Suite B Chicago IL 60612 NONE PC Education 100000 Teach for America 25 Broadway 12th Floor New York NY 10004 NONE PC Education 500000 Teach for America (Bay Area) 401 Grant Avenue Suite 400 Oakland CA 94610 NONE PC Education 1000000 The Center for Black Educator Development 7901 Hidden Ln Elkins Park PA 190271103 NONE PC Education 350000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 NONE PC Education 100000 The Modern Classrooms Project 15 14th Street SE Washington DC 20003 NONE PC Education 350000 Third Street Youth Center 1728 Bancroft Avenue San Francisco CA 94124 NONE PC Employee Matching Gift 510 Tides Center 1012 Torney Avenue San Francisco CA 94129 NONE PC Housing & Homelessness 600000 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 NONE PC Housing & Homelessness 3350000 TogetherSF 2505 Mariposa St San Francisco CA 94110 NONE PC Trustee 300000 Transcend Inc 159 Lincoln Ave HastingsonHudson NY 107062012 NONE PC Education 500000 Urban Alchemy 1035 Market Street Suite 150 San Francisco CA 94103 NONE PC Housing & Homelessness 250000 Voices College-Bound Language Academy 6840 Via Del Oro Suite 160 San Jose CA 95119 PC Education 200000 Year Up Inc 45 Milk Street 9th Floor Boston MA 02109 PC Housing & Homelessness 400000 Young Community Developers 1715 Yosemite Avenue San Francisco CA 94124 PC Employee Matching Gift 518 Youth Tennis Advantage PO Box 330458 San Francisco CA 94133 PC Trustee 25000 Yu Ming Charter School 2501 Chestnut Street Oakland CA 94607 PC Education 10000 33065074 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC Education 0 Alder Graduate School Of Education 2946 Broadway Suite B Redwood City CA 94062 NONE PC Education 0 Alliance College Ready Public Schools Foundation PO Box 86609 Los Angeles CA 90086 NONE PC Education 0 Bay Education Fund 1616 Franklin St 2nd Floor Oakland CA 94612 NONE PC Education 0 Braven Inc 100 N La Salle Street Chicago IL 60602 NONE PC Education 0 Brooklyn Navy Yard Development Corporation 141 Flushing Avenue Unit 801 Brooklyn NY 11205 NONE PC Education 0 Center For Employment Opportunities 50 Broadway Suite 1604 New York NY 10004 NONE PC Housing & Homelessness 0 Center for New Music 55 Taylor Street San Francisco CA 94102 NONE PC Housing & Homelessness 0 Charter School Growth Fund 10901 West 120th Avenue Suite 450 Broomfield CO 80021 NONE PC Education 0 Diversity in Leadership Institute 2226 W 26th PL 3 Los Angeles CA 90018 NONE PC Education 0 Families in Action 333 Hegenberger Road Suite 600 Oakland CA 94621 NONE PC Education 0 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Housing & Homelessness 0 Innovate Public Schools 1400 Parkmoor Ave Ste 240 San Jose CA 95126 NONE PC Education 0 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 NONE PC Education 0 KIPP NorCal 1000 Broadway Suite 460 Oakland CA 94607 NONE PC Education 0 MEB Alliance for Educator Diversity 7500 Rialto Boulevard Suite 1-270 Austin TX 78735 NONE PC Education 0 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC Education 0 Navigator Schools 650 San Benito Street Suite 230 Hollister CA 95023 none PC Education 0 New Leaders 30 West 26Th Street New York NY 10010 none PC Education 0 NewSchools Venture Fund 1616 Franklin Street Oakland CA 94612 none PC Education 0 REDF 785 Market Street Suite 1200 San Francisco CA 94103 none PC Housing & Homelessness 0 Rivet School 1503 Macdonald Ave Suite A Richmond CA 94801 none PC Education 0 Rocketship Education Inc 350 Twin Dolphin Drive Suite 109 Redwood City CA 94065 none PC Education 0 San Francisco Housing Accelerator Fund 244 Kearny St 5th Floor San Francisco CA 94108 none PC Housing & Homelessness 0 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 PC Education 0 Summit Public Schools 780 Broadway Redwood City CA 94063 PC Education 0 Surge Institute 2045 W Grant Avenue Suite B Chicago IL 60612 PC Education 0 Teach for America 25 Broadway 12th Floor New York NY 10004 PC Education 0 The Center for Black Educator Development 7901 Hidden Ln Elkins Park PA 190271103 PC Education 0 The Modern Classrooms Project 15 14th Street SE Washington DC 20003 PC Education 0 Tides Center 1012 Torney Avenue San Francisco CA 94129 PC Housing & Homelessness 0 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 PC Housing & Homelessness 0 TNTP 500 7th Avenue 8th Floor New York NY 10018 PC Education 0 TogetherSF 2505 Mariposa St San Francisco CA 94110 PC Trustee 0 Transcend Inc 159 Lincoln Ave HastingsonHudson NY 107062012 PC Education 0 Urban Alchemy 1035 Market Street Suite 150 San Francisco CA 94103 PC Housing & Homelessness 0 Voices College-Bound Language Academy 6840 Via Del Oro Suite 160 San Jose CA 95119 PC Education 0 19200000 14 1096948 14 7456083 18 -541186 GAAP DEFERRED EXCISE TAX ADJUSTMENT 01 1389916 GAIN ON SECURITIES CONTRIBUTED IN KIND TO PUBLIC CHARITY GRANTEES 01 11081114 OTHER INCOME 01 3924 20486799 20486799 false false false false false false false false false false ACCOUNTING AND BOOKKEEPING 182573 181874 AUDIT AND TAX PREPARATION 49975 48875 THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 6,418,016 SHS CHARLES SCHWAB 441559501 441559501 38032879 38032879 340,901 SHS SCHWAB 1000 INDEX FMV 15701906 15701906 58,596 SHS SCHWAB EMERGING MKT FMV 1452602 1452602 41,893 SHS SCHWAB INTL SMALL FMV 1461659 1461659 173,033 SHS SCHWAB US SMALL FMV 8174079 8174079 601,660 SHS SCHWAB INTL IND FMV 13573442 13573442 REVIEW OF CONTRACTS AND AGREEMENTS 8435 15191 UNREALIZED LOSS ON INVESTMENTS 99452775 INSURANCE 16093 16093 CONFERENCE REGISTRATION 10200 10200 HARDWARE, SOFTWARE & EQUIPMENT 31284 31042 OFFICE SUPPLIES 9089 8996 PAYROLL PROCESSING 10904 10904 POSTAGE & DELIVERY 615 609 BANK CHARGES 95 95 DOCUMENT STORAGE 1635 1635 TELECOMMUNICATIONS 8711 6788 FILING FEES 1182 1182 MEETING COSTS 5600 5460 DUES & SUBCRIPTION 12500 12500 RECRUITING COSTS 0 30000 AMORTIZATION OF BOND PREMIUM 0 46232 0 GAAP DEFERRED EXCISE TAX ADJUSTMENT 1389916 GAIN ON SECURITIES CONTRIBUTED IN KIND TO PUBLIC CHARITY GRANTEES 11081114 OTHER INCOME 3924 DEFERRED EXCISE TAX LIABILITY 5894196 4504280 INFORMATION TECHNOLOGY 52681 60219 OTHER PROFESSIONAL FEES 289000 239000 EXCISE TAX 264200