FURP.ORG / PUBLIC DATA EXPLORER

CHARLES SCHWAB

Addresses
211 MAIN STREET, SAN FRANCISCO, CA 94105
written 3 ways in filings211 MAIN STREET, SAN FRANCISCO, CA 94105
211 Main Street, San Francisco, CA 94105
211 Main St, San Francisco, CA 94105

3000 SCHWAB WAY, WESTLAKE, TX 76262
written 2 ways in filings3000 SCHWAB WAY, WESTLAKE, TX 76262
3000 Schwab Way, Westlake, TX 76262

888 SW FIFTH AVENUE SUITE 1200, PORTLAND, OR 97204
9150 WILSHIRE BLVD SUITE 220, BEVERLY HILLS, CA 90212
600 ATLANTIC AVENUE 30TH FL, BOSTON, MA 02210
1330 AVENUE OF THE AMERICAS - 37TH, NEW YORK, NY 10019
1411 SECOND LOOP ROAD, FLORENCE, SC 29505
PO BOX 628290, ORLANDO, FL 32862
345 CALIFORNIA STREET SUITE 1100, SAN FRANCISCO, CA 94104
380 LAFAYETTE STREET FL 6, NEW YORK, NY 10003
+29 more
Service
INVESTMENT SERVICES
Total reported
$22,168,516
Website
Find website (990s don't list vendor websites; this searches DuckDuckGo)

Who paid them

YearOrganizationServiceLocationPaidFiling
2025JACOB L AND LILLIAN HOLTZMANN FOUNDATIONInvestment Management San Francisco, CA$177,404view original ↗
2025FRED MAYTAG FAMILY FOUNDATIONINVESTMENT FEES SAN FRANCISCO, CA$146,649view original ↗
2025CHI OMEGA FOUNDATIONINVESTMENT ADVISORY WESTLAKE, TX$130,678view original ↗
2025PANNELL FAMILY FOUNDATIONINVESTMENT MGMT SAN FRANCISCO, CA$123,722view original ↗
2025BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INCINVESTMENT ADVISORY TAUNTON, MA$109,926view original ↗
2025AGE FISHER FOUNDATIONINVESTMENT MANAGEMENT FEES WESTLAKE, TX$85,527view original ↗
2025PAIDEIA FOUNDATIONINVESTMENT SERVICES WESTLAKE, TX$75,371view original ↗
2025REA-OKEEFE FAMILY FOUNDATIONINVESTMENT/CUSTODIAL WESTLAKE, TX$71,136view original ↗
2025GUEST HOUSE MINISTRIES FOUNDATION INCINVESTMENT MANAGEMENT FEES WESTLAKE, TX$69,880view original ↗
2025BURNING FOUNDATIONINVESTMENT MANAGEMENT WESTLAKE, TX$48,014view original ↗
2024PULTE FAMILY CHARITABLE FOUNDATION INCInvestment Management Southfield, MI$327,806view original ↗
2024J F MADDOX FOUNDATIONINVESTMENT FEES WESTLAKE, TX$302,714view original ↗
2024HAROLD & MIMI STEINBERG CHARITABLE TRUSTINVESTMENT ADVISORY SAN FRANCISCO, CA$246,688view original ↗
2024NONNAS GARDEN A PRIVATE FOUNDATIONINVESTMENT MANAGEMENT MIAMI, FL$241,085view original ↗
2024SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$200,921view original ↗
2024GOPPERT FOUNDATIONFinancial Planning Overland Park, KS$198,929view original ↗
2024ILLINOIS CRITICAL ACCESS HOSPITAL NETWORKRETIREMENT PLAN SERVICES WESTLAKE, TX$194,828view original ↗
2024CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATEDINVESTMENT MANAGEMENT BOSTON, MA$180,845view original ↗
2024RONALD D DEFFENBAUGH FOUNDATIONINVESTMENT SERVICES OMAHA, NE$175,359view original ↗
2024JACOB L AND LILLIAN HOLTZMANN FOUNDATIONInvestment Management San Francisco, CA$174,262view original ↗
2024THE PASCULANO FOUNDATIONINVESTMENT ADVISORY NEW YORK, NY$173,359view original ↗
2024FRED MAYTAG FAMILY FOUNDATIONINVESTMENT FEES SAN FRANCISCO, CA$143,955view original ↗
2024MARION O & MAXIMILIAN E HOFFMAN FDNinvestment mgmt NEW YORK, NY$129,526view original ↗
2024CHI OMEGA FOUNDATIONINVESTMENT ADVISORY WESTLAKE, TX$124,658view original ↗
2024CONARD-DAVIS FAMILY FOUNDATIONINVESTMENT ADVISOR BOSTON, MA$101,610view original ↗
2024PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$97,926view original ↗
2024BRIDGEHEAD FOUNDATIONINVESTMENT MANAGEMENT WESTLAKE, TX$81,261view original ↗
2024AGE FISHER FOUNDATIONINVESTMENT MANAGEMENT FEES WESTLAKE, TX$71,947view original ↗
2024FUND FOR NEW JERSEYINVESTMENT CONSULTANT ORLANDO, FL$71,713view original ↗
2024PAIDEIA FOUNDATIONINVESTMENT SERVICES WESTLAKE, TX$71,516view original ↗
2024EDELWEISS FOUNDATIONFINANCIAL ADVISOR CINCINNATI, OH$64,758view original ↗
2024UNNEWEHR FAMILY FOUNDATIONFINANCIAL ADVISOR CINCINNATI, OH$64,735view original ↗
2024BURNING FOUNDATIONINVESTMENT MANAGEMENT WESTLAKE, TX$63,301view original ↗
2024MARK AND EVELYN TRAMMELL FOUNDATION INCINVESTMENT MANAGEMENT & CUSTODIAN EL PASO, TX$62,834view original ↗
2024REA-OKEEFE FAMILY FOUNDATIONINVESTMENT/CUSTODIAL WESTLAKE, TX$59,282view original ↗
2024CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$51,307view original ↗
2024PANNELL FAMILY FOUNDATIONINVESTMENT MGMT SAN FRANCISCO, CA$51,100view original ↗
2024RICHARD K LUBIN FAMILY FOUNDATIONINVESTMENT MANAGEMENT WESTLAKE, TX$28,332view original ↗
2023PULTE FAMILY CHARITABLE FOUNDATION INCInvestment Management Southfield, MI$299,284view original ↗
2023TRUSTBRIDGE FOUNDATION INCinvestment management services West Palm Beach, FL$284,091view original ↗
2023J F MADDOX FOUNDATIONInvestment Management Westlake, TX$245,402view original ↗
2023HAROLD & MIMI STEINBERG CHARITABLE TRUSTINVESTMENT ADVISORY SAN FRANCISCO, CA$240,701view original ↗
2023GOPPERT FOUNDATIONFinancial Planning Overland Park, KS$183,539view original ↗
2023SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$178,808view original ↗
2023JACOB L AND LILLIAN HOLTZMANN FOUNDATIONInvestment Management San Francisco, CA$163,712view original ↗
2023FRED MAYTAG FAMILY FOUNDATIONINVESTMENT FEES SAN FRANCISCO, CA$141,676view original ↗
2023THE PASCULANO FOUNDATIONINVESTMENT ADVISORY NEW YORK, NY$129,714view original ↗
2023CONARD-DAVIS FAMILY FOUNDATIONINVESTMENT ADVISOR BOSTON, MA$129,197view original ↗
2023MARION O & MAXIMILIAN E HOFFMAN FDNinvestment mgmt NEW YORK, NY$125,212view original ↗
2023CHI OMEGA FOUNDATIONINVESTMENT ADVISORY WESTLAKE, TX$111,845view original ↗
2023CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATEDInvestment management Boston, MA$106,390view original ↗
2023PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$93,049view original ↗
2023NONNAS GARDEN A PRIVATE FOUNDATIONINVESTMENT MANAGEMENT MIAMI, FL$92,977view original ↗
2023FUND FOR NEW JERSEYINVESTMENT CONSULTANT ORLANDO, FL$90,009view original ↗
2023MOCA FOUNDATIONInvestment Advice San Francisco, CA$65,223view original ↗
2023THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATIONINVESTMENT MANAGEMENT SCOTTSDALE, AZ$60,984view original ↗
2023PINDAROS FOUNDATION INCFINANCIAL ADVISOR NEW YORK, NY$57,743view original ↗
2023MARK AND EVELYN TRAMMELL FOUNDATION INCINVESTMENT MANAGEMENT & CUSTODIAN EL PASO, TX$55,588view original ↗
2023BURNING FOUNDATIONINVESTMENT MANAGEMENT WESTLAKE, TX$54,627view original ↗
2023REA-OKEEFE FAMILY FOUNDATIONINVESTMENT/CUSTODIAL WESTLAKE, TX$52,575view original ↗
2023UNNEWEHR FAMILY FOUNDATIONFINANCIAL ADVISOR CINCINNATI, OH$51,400view original ↗
2023EDELWEISS FOUNDATIONFINANCIAL ADVISOR CINCINNATI, OH$51,399view original ↗
2023EDMOND DE ROTHSCHILD FOUNDATIONINVESTMENT MANAGEMENT DEMAREST, NJ$50,705view original ↗
2023CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$45,410view original ↗
2022TRUSTBRIDGE FOUNDATION INCinvestment management services West Palm Beach, FL$293,492view original ↗
2022SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$248,680view original ↗
2022HAROLD & MIMI STEINBERG CHARITABLE TRUSTINVESTMENT ADVISORY SAN FRANCISCO, CA$244,381view original ↗
2022GOPPERT FOUNDATIONFinancial Planning Overland Park, KS$163,179view original ↗
2022J C KELLOGG FOUNDATIONINVESTMENT ADVISOR SAN FRANCISCO, CA$161,398view original ↗
2022PULTE FAMILY CHARITABLE FOUNDATION INCINVESTMENT MANAGEMENT SOUTHFIELD, MI$140,641view original ↗
2022THE PASCULANO FOUNDATIONINVESTMENT ADVISORY NEW YORK, NY$137,456view original ↗
2022CONARD-DAVIS FAMILY FOUNDATIONINVESTMENT ADVISOR BOSTON, MA$134,145view original ↗
2022AMERICAN SOCIETY FOR LASER MEDICINE AND SURGERY INCINVESTMENT MANAGEMENT EL PASO, TX$122,389view original ↗
2022FUND FOR NEW JERSEYINVESTMENT CONSULTANT ORLANDO, FL$93,049view original ↗
2022PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$89,428view original ↗
2022PINDAROS FOUNDATION INCFINANCIAL ADVISOR NEW YORK, NY$79,202view original ↗
2022FRED MAYTAG FAMILY FOUNDATIONINVESTMENT FEES SAN FRANCISCO, CA$74,926view original ↗
2022THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATIONINVESTMENT MANAGEMENT SCOTTSDALE, AZ$72,068view original ↗
2022DARLA MOORE AND RICHARD RAINWATER FOUNDATIONINVESTMENT ADVISOR FLORENCE, SC$66,491view original ↗
2022DARLA MOORE AND RICHARD RAINWATER FOUNDATIONINVESTMENT ADVISOR FLORENCE, SC$66,491view original ↗
2022KOHLBERG FOUNDATION INCFINANCIAL SERVICES SCARSDALE, NY$60,787view original ↗
2022EDMOND DE ROTHSCHILD FOUNDATIONINVESTMENT MANAGEMENT DEMAREST, NJ$58,277view original ↗
2022MARK AND EVELYN TRAMMELL FOUNDATION INCINVESTMENT MANAGEMENT & CUSTODIAN EL PASO, TX$57,458view original ↗
2022POWELL FOUNDATIONINVESTMENTS WESTLAKE, TX$56,773view original ↗
2022BURNING FOUNDATIONINVESTMENT MANAGEMENT WESTLAKE, TX$55,254view original ↗
2022MOCA FOUNDATIONInvestment Advice San Francisco, CA$52,373view original ↗
2022APPLEMAN FOUNDATION INCINVESTMENT ADVISORY WESTLAKE, TX$51,262view original ↗
2022LEEVER FOUNDATION INCINVESTMENT MANAGEMENT WETHERSFIELD, CT$50,079view original ↗
2022CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$46,819view original ↗
2021SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$585,479view original ↗
2021DARLA MOORE AND RICHARD RAINWATER FOUNDATIONINVESTMENT ADVISOR FLORENCE, SC$257,276view original ↗
2021DARLA MOORE AND RICHARD RAINWATER FOUNDATIONINVESTMENT ADVISOR FLORENCE, SC$257,276view original ↗
2021ACADEMIC LEADERSHIP CHARTER SCHOOL401K San Francisco, CA$226,828view original ↗
2021SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE INCINVESTMENT MANAGEMENT NEW YORK, NY$220,333view original ↗
2021J C KELLOGG FOUNDATIONINVESTMENT ADVISOR SAN FRANCISCO, CA$213,680view original ↗
2021GOPPERT FOUNDATIONInvestment Overland Park, KS$164,248view original ↗
2021CONARD-DAVIS FAMILY FOUNDATIONINVESTMENT ADVISOR BOSTON, MA$144,204view original ↗
2021THE PASCULANO FOUNDATIONINVESTMENT ADVISORY NEW YORK, NY$137,325view original ↗
2021PINDAROS FOUNDATION INCFINANCIAL ADVISOR NEW YORK, NY$120,199view original ↗
2021CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATEDInvestment manager Boston, MA$105,612view original ↗
2021PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$95,680view original ↗
2021HAROLD & MIMI STEINBERG CHARITABLE TRUSTINVESTMENT ADVISORY SAN FRANCISCO, CA$91,462view original ↗
2021MOCA FOUNDATIONInvestment Advice San Francisco, CA$84,141view original ↗
2021EDMOND DE ROTHSCHILD FOUNDATIONINVESTMENT MANAGEMENT DEMAREST, NJ$74,651view original ↗
2021KOHLBERG FOUNDATION INCFinancial services Scarsdale, NY$70,798view original ↗
2021KOHLBERG FOUNDATION INCFINANCIAL SERVICES SCARSDALE, NY$70,798view original ↗
2021MARK AND EVELYN TRAMMELL FOUNDATION INCINVESTMENT MANAGEMENT & CUSTODIAN EL PASO, TX$58,642view original ↗
2021RRW & FLORENCE BERGLUND FAMILY FDTNINVESTMENT SERVICES SAN FRANCISCO, CA$51,555view original ↗
2021CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$51,260view original ↗
2020SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$665,709view original ↗
2020NATIONAL INTERSCHOLASTIC ATHLETIC ADMINISTRATORS ASSOCIATIONINVESTMENTS INDIANAPOLIS, IN$277,804view original ↗
2020ACADEMIC LEADERSHIP CHARTER SCHOOL401K San Francisco, CA$199,880view original ↗
2020DARLA MOORE AND RICHARD RAINWATER FOUNDATIONINVESTMENT ADVISOR FLORENCE, SC$168,581view original ↗
2020CONARD-DAVIS FAMILY FOUNDATIONINVESTMENT ADVISOR BOSTON, MA$164,406view original ↗
2020GOPPERT FOUNDATIONInvestor Services San Francisco, CA$163,059view original ↗
2020J C KELLOGG FOUNDATIONINVESTMENT ADVISOR SAN FRANCISCO, CA$157,668view original ↗
2020THE PASCULANO FOUNDATIONINVESTMENT ADVISORY NEW YORK, NY$106,158view original ↗
2020SOUTHCOAST COMMUNITY FOUNDATION INCINVESTMENT MANAGEMENT FEES ORLANDO, FL$101,193view original ↗
2020PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$93,751view original ↗
2020PINDAROS FOUNDATION INCFINANCIAL ADVISOR NEW YORK, NY$90,066view original ↗
2020MOCA FOUNDATIONInvestment Advice San Francisco, CA$82,052view original ↗
2020CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$55,714view original ↗
2020GOPPERT FOUNDATIONForeign Tax on Investment San Francisco, CA$1,676view original ↗
2019SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$604,327view original ↗
2019SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$604,327view original ↗
2019NATIONAL INTERSCHOLASTIC ATHLETIC ADMINISTRATORS ASSOCIATIONINVESTMENTS INDIANAPOLIS, IN$277,804view original ↗
2019CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATEDInvestment Management Boston, MA$143,877view original ↗
2019ACADEMIC LEADERSHIP CHARTER SCHOOL401K San Francisco, CA$132,474view original ↗
2019MOCA FOUNDATIONInvestment Advice San Francisco, CA$126,751view original ↗
2019J C KELLOGG FOUNDATIONINVESTMENT ADVISOR SAN FRANCISCO, CA$121,314view original ↗
2019CONARD-DAVIS FAMILY FOUNDATIONINVESTMENT ADVISOR BOSTON, MA$114,683view original ↗
2019SOUTHCOAST COMMUNITY FOUNDATION INCINVESTMENT MANAGEMENT FEES ORLANDO, FL$101,142view original ↗
2019PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$86,087view original ↗
2019CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$65,819view original ↗
2019RDL CHARITABLE TRINVESTMENT MANAGEMENT IRVINE, CA$53,479view original ↗
2018CARL AND ROBERTA DEUTSCH FOUNDATIONINVESTMENT MANAGEMENT SAN FRANCISCO, CA$221,931view original ↗
2018SOUTHCOAST COMMUNITY FOUNDATION INCINVESTMENT MANAGEMENT FEES ORLANDO, FL$101,660view original ↗
2018PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$80,610view original ↗
2018DAFTUAR FAMILY FOUNDATIONADVISORY SERVICES SAN FRANCISCO, CA$72,629view original ↗
2018CURCI FUNDINVESTMENT MGMT BEVERLY HILLS, CA$65,666view original ↗
2018ARTYARDINVESTMENT FEES NEWTOWN SQUARE, PA$50,436view original ↗
2017SUNLIGHT GIVINGINVESTMENT MANAGEMENT SERVICES SAN FRANCISCO, CA$109,529view original ↗
2017J C KELLOGG FOUNDATIONINVESTMENT ADVISORY SAN FRANCISCO, CA$107,443view original ↗
2017SOUTHCOAST COMMUNITY FOUNDATION INCINVESTMENT MANAGEMENT FEES ORLANDO, FL$102,826view original ↗
2017PEBBLE HILL FOUNDATION INCINVESTMENT SERVICES PORTLAND, OR$57,612view original ↗
2016MEMBERS HERITAGE CREDIT UNION INCPENSION ADMINISTRATION AUSTIN, TX$1,477,943view original ↗
2016SOUTHCOAST COMMUNITY FOUNDATION INCINVESTMENT MANAGEMENT FEES ORLANDO, FL$115,558view original ↗
2016GRANDVIEW FOUNDATIONINVESTMENT ADVISORY FEES SAN FRANCISCO, CA$64,391view original ↗
2016KENNETH BANKERT FOUNDATION INCINVESTMENT FEES HARRISBURG, PA$55,356view original ↗
2011LOUISIANA ORGAN PROCUREMENT AGENCYINVESTMENT METAIRIE, LA$541,806view original ↗
2010LOUISIANA ORGAN PROCUREMENT AGENCYINVESTMENT METAIRIE, LA$469,250view original ↗

Grouped by normalized name; different firms with identical names appear together. Check the addresses.