CHARLES SCHWAB
- Addresses
- 211 MAIN STREET, SAN FRANCISCO, CA 94105
written 7 ways in filings
211 MAIN STREET, SAN FRANCISCO, CA 94105
211 Main Street, San Francisco, CA 94105
211 MAIN STREET, SAN FRANCISCO, CA 941051905
211 MAIN STREET, SANFRANCISCO, CA 94105
211 Main St, San Francisco, CA 94105
211 Main Street, SAN FRANCISCO, CA 94105
211 Main Street Fl 17, San Francisco, CA 94105
3000 SCHWAB WAY, WESTLAKE, TX 76262written 4 ways in filings
3000 SCHWAB WAY, WESTLAKE, TX 76262
3000 SCHWAB WAY, WESTLAKE, TX 762628104
3000 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
+39 more - Service
- INVESTMENT SERVICES
- Total reported
- $112,911,231
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | JLH FOUNDATION | INVESTMENT | WESTLAKE, TX | $208,352 | view original ↗ |
| 2025 | JACOB L AND LILLIAN HOLTZMANN FOUNDATION | Investment Management | San Francisco, CA | $177,404 | view original ↗ |
| 2025 | RICHARD C ADKERSON FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $168,838 | view original ↗ |
| 2025 | FRED MAYTAG FAMILY FOUNDATION | INVESTMENT FEES | SAN FRANCISCO, CA | $146,649 | view original ↗ |
| 2025 | COX FOUNDATION INC | Inv Mngmt Services | WESTLAKE, TX | $138,097 | view original ↗ |
| 2025 | CHI OMEGA FOUNDATION | INVESTMENT ADVISORY | WESTLAKE, TX | $130,678 | view original ↗ |
| 2025 | PANNELL FAMILY FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $123,722 | view original ↗ |
| 2025 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $115,896 | view original ↗ |
| 2025 | BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC | INVESTMENT ADVISORY | TAUNTON, MA | $109,926 | view original ↗ |
| 2025 | NVNA FOUNDATION INC | Investment Fees | El Paso, TX | $106,614 | view original ↗ |
| 2025 | AGE FISHER FOUNDATION | INVESTMENT MANAGEMENT FEES | WESTLAKE, TX | $85,527 | view original ↗ |
| 2025 | PAIDEIA FOUNDATION | INVESTMENT SERVICES | WESTLAKE, TX | $75,371 | view original ↗ |
| 2025 | REA-OKEEFE FAMILY FOUNDATION | INVESTMENT/CUSTODIAL | WESTLAKE, TX | $71,136 | view original ↗ |
| 2025 | GUEST HOUSE MINISTRIES FOUNDATION INC | INVESTMENT MANAGEMENT FEES | WESTLAKE, TX | $69,880 | view original ↗ |
| 2025 | HARLAN FAMILY FOUNDATION | FINANCIAL SERVICES | WESTLAKE, TX | $55,393 | view original ↗ |
| 2025 | BURNING FOUNDATION | INVESTMENT MANAGEMENT | WESTLAKE, TX | $48,014 | view original ↗ |
| 2024 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | WESTLAKE, TX | $9,825,772 | view original ↗ |
| 2024 | BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC | INVESTMENT PRODUCTS AND SERVICES | MEQUON, WI | $5,000,000 | view original ↗ |
| 2024 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | INVESTMENT MANAGER | SAN FRANCISCO, CA | $798,806 | view original ↗ |
| 2024 | HCS FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $480,396 | view original ↗ |
| 2024 | PULTE FAMILY CHARITABLE FOUNDATION INC | Investment Management | Southfield, MI | $327,806 | view original ↗ |
| 2024 | J F MADDOX FOUNDATION | INVESTMENT FEES | WESTLAKE, TX | $302,714 | view original ↗ |
| 2024 | HAROLD & MIMI STEINBERG CHARITABLE TRUST | INVESTMENT ADVISORY | SAN FRANCISCO, CA | $246,688 | view original ↗ |
| 2024 | NONNAS GARDEN A PRIVATE FOUNDATION | INVESTMENT MANAGEMENT | MIAMI, FL | $241,085 | view original ↗ |
| 2024 | RICHARD C ADKERSON FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $214,723 | view original ↗ |
| 2024 | HILLSIDE MEMORIAL PARK ENDOWMENT CARE TR | SAN FRANCISCO, CA | $201,142 | view original ↗ | |
| 2024 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $200,921 | view original ↗ |
| 2024 | GOPPERT FOUNDATION | Financial Planning | Overland Park, KS | $198,929 | view original ↗ |
| 2024 | ILLINOIS CRITICAL ACCESS HOSPITAL NETWORK | RETIREMENT PLAN SERVICES | WESTLAKE, TX | $194,828 | view original ↗ |
| 2024 | JLH FOUNDATION | INVESTMENT | WESTLAKE, TX | $191,773 | view original ↗ |
| 2024 | CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATED | INVESTMENT MANAGEMENT | BOSTON, MA | $180,845 | view original ↗ |
| 2024 | RONALD D DEFFENBAUGH FOUNDATION | INVESTMENT SERVICES | OMAHA, NE | $175,359 | view original ↗ |
| 2024 | JACOB L AND LILLIAN HOLTZMANN FOUNDATION | Investment Management | San Francisco, CA | $174,262 | view original ↗ |
| 2024 | THE PASCULANO FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $173,359 | view original ↗ |
| 2024 | COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY | INVESTMENT MANAGEMENT SERVICES | POUGHKEEPSIE, NY | $144,903 | view original ↗ |
| 2024 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $144,106 | view original ↗ |
| 2024 | FRED MAYTAG FAMILY FOUNDATION | INVESTMENT FEES | SAN FRANCISCO, CA | $143,955 | view original ↗ |
| 2024 | MARION O & MAXIMILIAN E HOFFMAN FDN | investment mgmt | NEW YORK, NY | $129,526 | view original ↗ |
| 2024 | DOVETAIL IMPACT FOUNDATION | INVESTMENT ADVISOR | WESTLAKE, TX | $127,550 | view original ↗ |
| 2024 | CHI OMEGA FOUNDATION | INVESTMENT ADVISORY | WESTLAKE, TX | $124,658 | view original ↗ |
| 2024 | ANGELS WINGS FOUNDATION INTERNATIONAL INC | INVESTMENT MANAGEMENT | WESTLAKE, TX | $102,980 | view original ↗ |
| 2024 | CONARD-DAVIS FAMILY FOUNDATION | INVESTMENT ADVISOR | BOSTON, MA | $101,610 | view original ↗ |
| 2024 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $97,926 | view original ↗ |
| 2024 | MARTY & DOROTHY SILVERMAN FOUNDATION | BROKERAGE FEES | WESTLAKE, TX | $97,287 | view original ↗ |
| 2024 | CELE H & WILLIAM B RUBIN FAMILY FUND INC | INVESTMENT ADVISORY | WESTLAKE, TX | $93,043 | view original ↗ |
| 2024 | DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION | Investment Mgmt | WESTLAKE, TX | $91,860 | view original ↗ |
| 2024 | FOUNDATION FOR CINCINNATI JEWISH SENIORS | Investment Services | Cincinnati, OH | $87,899 | view original ↗ |
| 2024 | HERBERT AND BUI SIMON FOUNDATION INC | INVESTMENT MANAGEMENT | WESTLAKE, TX | $87,456 | view original ↗ |
| 2024 | BRIDGEHEAD FOUNDATION | INVESTMENT MANAGEMENT | WESTLAKE, TX | $81,261 | view original ↗ |
| 2024 | SAINT MICHAEL ARCHANGEL CHARITIES INC | INVESTMENT ADVISORY SVCS | WESTLAKE, TX | $73,949 | view original ↗ |
| 2024 | HSIEH FAMILY FOUNDATION | ADR FEES | WESTLAKE, TX | $73,498 | view original ↗ |
| 2024 | AGE FISHER FOUNDATION | INVESTMENT MANAGEMENT FEES | WESTLAKE, TX | $71,947 | view original ↗ |
| 2024 | FUND FOR NEW JERSEY | INVESTMENT CONSULTANT | ORLANDO, FL | $71,713 | view original ↗ |
| 2024 | PAIDEIA FOUNDATION | INVESTMENT SERVICES | WESTLAKE, TX | $71,516 | view original ↗ |
| 2024 | THE RAUCH FAMILY FOUNDATION | MANAGEMENT FEES | WESTLAKE, TX | $66,950 | view original ↗ |
| 2024 | EDELWEISS FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $64,758 | view original ↗ |
| 2024 | UNNEWEHR FAMILY FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $64,735 | view original ↗ |
| 2024 | BURNING FOUNDATION | INVESTMENT MANAGEMENT | WESTLAKE, TX | $63,301 | view original ↗ |
| 2024 | MARK AND EVELYN TRAMMELL FOUNDATION INC | INVESTMENT MANAGEMENT & CUSTODIAN | EL PASO, TX | $62,834 | view original ↗ |
| 2024 | REA-OKEEFE FAMILY FOUNDATION | INVESTMENT/CUSTODIAL | WESTLAKE, TX | $59,282 | view original ↗ |
| 2024 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $51,307 | view original ↗ |
| 2024 | PANNELL FAMILY FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $51,100 | view original ↗ |
| 2024 | BEVAN DADDINO FOUNDATION INC | Investment Mgmt | WESTLAKE, TX | $50,220 | view original ↗ |
| 2024 | RICHARD K LUBIN FAMILY FOUNDATION | INVESTMENT MANAGEMENT | WESTLAKE, TX | $28,332 | view original ↗ |
| 2024 | CANET FOUNDATION | INVESTMENT ADVISORY | WESTLAKE, TX | $22,708 | view original ↗ |
| 2023 | UBF FACULTY-STUDENT HOUSING CORP | FINANCIAL SERVICES | PHOENIX, AZ | $9,200,000 | view original ↗ |
| 2023 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | WESTLAKE, TX | $7,893,693 | view original ↗ |
| 2023 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | INVESTMENT MANAGER | SAN FRANCISCO, CA | $533,323 | view original ↗ |
| 2023 | HCS FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $455,894 | view original ↗ |
| 2023 | PULTE FAMILY CHARITABLE FOUNDATION INC | Investment Management | Southfield, MI | $299,284 | view original ↗ |
| 2023 | TRUSTBRIDGE FOUNDATION INC | investment management services | West Palm Beach, FL | $284,091 | view original ↗ |
| 2023 | J F MADDOX FOUNDATION | Investment Management | Westlake, TX | $245,402 | view original ↗ |
| 2023 | HAROLD & MIMI STEINBERG CHARITABLE TRUST | INVESTMENT ADVISORY | SAN FRANCISCO, CA | $240,701 | view original ↗ |
| 2023 | HILLSIDE MEMORIAL PARK ENDOWMENT CARE TR | SAN FRANCISCO, CA | $229,909 | view original ↗ | |
| 2023 | RICHARD C ADKERSON FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $195,877 | view original ↗ |
| 2023 | GOPPERT FOUNDATION | Financial Planning | Overland Park, KS | $183,539 | view original ↗ |
| 2023 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $178,808 | view original ↗ |
| 2023 | JACOB L AND LILLIAN HOLTZMANN FOUNDATION | Investment Management | San Francisco, CA | $163,712 | view original ↗ |
| 2023 | FRED MAYTAG FAMILY FOUNDATION | INVESTMENT FEES | SAN FRANCISCO, CA | $141,676 | view original ↗ |
| 2023 | THE PASCULANO FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $129,714 | view original ↗ |
| 2023 | CONARD-DAVIS FAMILY FOUNDATION | INVESTMENT ADVISOR | BOSTON, MA | $129,197 | view original ↗ |
| 2023 | MARION O & MAXIMILIAN E HOFFMAN FDN | investment mgmt | NEW YORK, NY | $125,212 | view original ↗ |
| 2023 | DOVETAIL IMPACT FOUNDATION | INVESTMENT ADVISOR | WESTLAKE, TX | $116,790 | view original ↗ |
| 2023 | CHI OMEGA FOUNDATION | INVESTMENT ADVISORY | WESTLAKE, TX | $111,845 | view original ↗ |
| 2023 | CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATED | Investment management | Boston, MA | $106,390 | view original ↗ |
| 2023 | MARTY & DOROTHY SILVERMAN FOUNDATION | BROKERAGE FEES | WESTLAKE, TX | $102,533 | view original ↗ |
| 2023 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $93,049 | view original ↗ |
| 2023 | NONNAS GARDEN A PRIVATE FOUNDATION | INVESTMENT MANAGEMENT | MIAMI, FL | $92,977 | view original ↗ |
| 2023 | FUND FOR NEW JERSEY | INVESTMENT CONSULTANT | ORLANDO, FL | $90,009 | view original ↗ |
| 2023 | ANGELS WINGS FOUNDATION INTERNATIONAL INC | INVESTMENT MANAGEMENT | WESTLAKE, TX | $82,387 | view original ↗ |
| 2023 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $79,639 | view original ↗ |
| 2023 | HERBERT AND BUI SIMON FOUNDATION INC | INVESTMENT MANAGEMENT | WESTLAKE, TX | $74,485 | view original ↗ |
| 2023 | DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION | Investment Mgmt | WESTLAKE, TX | $72,162 | view original ↗ |
| 2023 | CELE H & WILLIAM B RUBIN FAMILY FUND INC | INVESTMENT ADVISORY | WESTLAKE, TX | $71,217 | view original ↗ |
| 2023 | SAINT MICHAEL ARCHANGEL CHARITIES INC | INVESTMENT ADVISORY SVCS | SAN FRANCISCO, CA | $68,715 | view original ↗ |
| 2023 | MOCA FOUNDATION | Investment Advice | San Francisco, CA | $65,223 | view original ↗ |
| 2023 | THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATION | INVESTMENT MANAGEMENT | SCOTTSDALE, AZ | $60,984 | view original ↗ |
| 2023 | THE RAUCH FAMILY FOUNDATION | MANAGEMENT FEES | WESTLAKE, TX | $58,281 | view original ↗ |
| 2023 | HALL-PERRINE FOUNDATION | INVESTMENT MGMT. FEES | WESTLAKE, TX | $57,764 | view original ↗ |
| 2023 | PINDAROS FOUNDATION INC | FINANCIAL ADVISOR | NEW YORK, NY | $57,743 | view original ↗ |
| 2023 | MICHELSON MEDICAL RESEARCH FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $57,643 | view original ↗ |
| 2023 | MARK AND EVELYN TRAMMELL FOUNDATION INC | INVESTMENT MANAGEMENT & CUSTODIAN | EL PASO, TX | $55,588 | view original ↗ |
| 2023 | BURNING FOUNDATION | INVESTMENT MANAGEMENT | WESTLAKE, TX | $54,627 | view original ↗ |
| 2023 | ARTYARD | INVESTMENT MANAGEMENT | WESTLAKE, TX | $53,398 | view original ↗ |
| 2023 | REA-OKEEFE FAMILY FOUNDATION | INVESTMENT/CUSTODIAL | WESTLAKE, TX | $52,575 | view original ↗ |
| 2023 | UNNEWEHR FAMILY FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $51,400 | view original ↗ |
| 2023 | EDELWEISS FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $51,399 | view original ↗ |
| 2023 | EDMOND DE ROTHSCHILD FOUNDATION | INVESTMENT MANAGEMENT | DEMAREST, NJ | $50,705 | view original ↗ |
| 2023 | MARILYN & JEFFREY KATZENBERG FOUNDATION | MANAGEMENT FEE - ADVISOR | WESTLAKE, TX | $48,171 | view original ↗ |
| 2023 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $45,410 | view original ↗ |
| 2023 | CANET FOUNDATION | INVESTMENT ADVISORY | WESTLAKE, TX | $24,739 | view original ↗ |
| 2022 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | SAN FRANCISCO, CA | $7,077,352 | view original ↗ |
| 2022 | UBF FACULTY-STUDENT HOUSING CORP | FINANCIAL SERVICES | PHOENIX, AZ | $3,000,000 | view original ↗ |
| 2022 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | INVESTMENT MANAGER | SAN FRANCISCO, CA | $717,759 | view original ↗ |
| 2022 | HCS FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $429,688 | view original ↗ |
| 2022 | TRUSTBRIDGE FOUNDATION INC | investment management services | West Palm Beach, FL | $293,492 | view original ↗ |
| 2022 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $248,680 | view original ↗ |
| 2022 | HAROLD & MIMI STEINBERG CHARITABLE TRUST | INVESTMENT ADVISORY | SAN FRANCISCO, CA | $244,381 | view original ↗ |
| 2022 | HILLSIDE MEMORIAL PARK ENDOWMENT CARE TR | SAN FRANCISCO, CA | $216,571 | view original ↗ | |
| 2022 | RICHARD C ADKERSON FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $197,921 | view original ↗ |
| 2022 | WILLIAMS FAMILY FOUNDATION OF GEORGIA INC | INVESTMENT FEES | WESTLAKE, TX | $181,063 | view original ↗ |
| 2022 | GOPPERT FOUNDATION | Financial Planning | Overland Park, KS | $163,179 | view original ↗ |
| 2022 | J C KELLOGG FOUNDATION | INVESTMENT ADVISOR | SAN FRANCISCO, CA | $161,398 | view original ↗ |
| 2022 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $150,072 | view original ↗ |
| 2022 | PULTE FAMILY CHARITABLE FOUNDATION INC | INVESTMENT MANAGEMENT | SOUTHFIELD, MI | $140,641 | view original ↗ |
| 2022 | Rolling Hills Community Association of | SEP-IRA Custodian | El Paso, TX | $138,159 | view original ↗ |
| 2022 | THE PASCULANO FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $137,456 | view original ↗ |
| 2022 | CONARD-DAVIS FAMILY FOUNDATION | INVESTMENT ADVISOR | BOSTON, MA | $134,145 | view original ↗ |
| 2022 | AMERICAN SOCIETY FOR LASER MEDICINE AND SURGERY INC | INVESTMENT MANAGEMENT | EL PASO, TX | $122,389 | view original ↗ |
| 2022 | DOVETAIL IMPACT FOUNDATION | INVESTMENT ADVISOR | WESTLAKE, TX | $119,555 | view original ↗ |
| 2022 | THE ZEGAR FAMILY FOUNDATION | INVESTMENT, BROKERAGE SERVICES | SAN FRANCISCO, CA | $117,147 | view original ↗ |
| 2022 | ADAMS FAMILY FOUNDATION OF NORA SPRINGS IOWA | Investment MGMT | SAN FRANCISCO, CA | $115,143 | view original ↗ |
| 2022 | FUND FOR NEW JERSEY | INVESTMENT CONSULTANT | ORLANDO, FL | $93,049 | view original ↗ |
| 2022 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $89,428 | view original ↗ |
| 2022 | PINDAROS FOUNDATION INC | FINANCIAL ADVISOR | NEW YORK, NY | $79,202 | view original ↗ |
| 2022 | MARTY & DOROTHY SILVERMAN FOUNDATION | BROKERAGE FEES | WESTLAKE, TX | $75,946 | view original ↗ |
| 2022 | FRED MAYTAG FAMILY FOUNDATION | INVESTMENT FEES | SAN FRANCISCO, CA | $74,926 | view original ↗ |
| 2022 | THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATION | INVESTMENT MANAGEMENT | SCOTTSDALE, AZ | $72,068 | view original ↗ |
| 2022 | SAINT MICHAEL ARCHANGEL CHARITIES INC | INVESTMENT ADVISORY SVCS | SAN FRANCISCO, CA | $68,440 | view original ↗ |
| 2022 | DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION | Investment MGMT | WESTLAKE, TX | $66,493 | view original ↗ |
| 2022 | DARLA MOORE AND RICHARD RAINWATER FOUNDATION | INVESTMENT ADVISOR | FLORENCE, SC | $66,491 | view original ↗ |
| 2022 | DARLA MOORE AND RICHARD RAINWATER FOUNDATION | INVESTMENT ADVISOR | FLORENCE, SC | $66,491 | view original ↗ |
| 2022 | MICHELSON MEDICAL RESEARCH FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $64,560 | view original ↗ |
| 2022 | KOHLBERG FOUNDATION INC | FINANCIAL SERVICES | SCARSDALE, NY | $60,787 | view original ↗ |
| 2022 | EDMOND DE ROTHSCHILD FOUNDATION | INVESTMENT MANAGEMENT | DEMAREST, NJ | $58,277 | view original ↗ |
| 2022 | THE RAUCH FAMILY FOUNDATION | MANAGEMENT FEES | WESTLAKE, TX | $57,740 | view original ↗ |
| 2022 | MARK AND EVELYN TRAMMELL FOUNDATION INC | INVESTMENT MANAGEMENT & CUSTODIAN | EL PASO, TX | $57,458 | view original ↗ |
| 2022 | POWELL FOUNDATION | INVESTMENTS | WESTLAKE, TX | $56,773 | view original ↗ |
| 2022 | MARILYN & JEFFREY KATZENBERG FOUNDATION | MANAGEMENT FEE - ADVISOR | WESTLAKE, TX | $55,678 | view original ↗ |
| 2022 | BURNING FOUNDATION | INVESTMENT MANAGEMENT | WESTLAKE, TX | $55,254 | view original ↗ |
| 2022 | MOCA FOUNDATION | Investment Advice | San Francisco, CA | $52,373 | view original ↗ |
| 2022 | APPLEMAN FOUNDATION INC | INVESTMENT ADVISORY | WESTLAKE, TX | $51,262 | view original ↗ |
| 2022 | LEEVER FOUNDATION INC | INVESTMENT MANAGEMENT | WETHERSFIELD, CT | $50,079 | view original ↗ |
| 2022 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $46,819 | view original ↗ |
| 2022 | CANET FOUNDATION | INVESTMENT ADVISORY | WESTLAKE, TX | $29,084 | view original ↗ |
| 2021 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | SAN FRANCISCO, CA | $4,985,847 | view original ↗ |
| 2021 | UBF FACULTY-STUDENT HOUSING CORP | FINANCIAL SERVICES | PHOENIX, AZ | $2,800,000 | view original ↗ |
| 2021 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | INVESTMENT MANAGER | SAN FRANCISCO, CA | $1,198,944 | view original ↗ |
| 2021 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $585,479 | view original ↗ |
| 2021 | OREGON STATE UNIVERSITY FOUNDATION | investment | El Paso, TX | $580,963 | view original ↗ |
| 2021 | HILLSIDE MEMORIAL PARK ENDOWMENT CARE TR | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $429,327 | view original ↗ |
| 2021 | HCS FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $388,477 | view original ↗ |
| 2021 | DARLA MOORE AND RICHARD RAINWATER FOUNDATION | INVESTMENT ADVISOR | FLORENCE, SC | $257,276 | view original ↗ |
| 2021 | DARLA MOORE AND RICHARD RAINWATER FOUNDATION | INVESTMENT ADVISOR | FLORENCE, SC | $257,276 | view original ↗ |
| 2021 | ACADEMIC LEADERSHIP CHARTER SCHOOL | 401K | San Francisco, CA | $226,828 | view original ↗ |
| 2021 | SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $220,333 | view original ↗ |
| 2021 | J C KELLOGG FOUNDATION | INVESTMENT ADVISOR | SAN FRANCISCO, CA | $213,680 | view original ↗ |
| 2021 | RICHARD C ADKERSON FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $192,367 | view original ↗ |
| 2021 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $176,018 | view original ↗ |
| 2021 | WILLIAMS FAMILY FOUNDATION OF GEORGIA INC | INVESTMENT FEES | WESTLAKE, TX | $171,106 | view original ↗ |
| 2021 | GOPPERT FOUNDATION | Investment | Overland Park, KS | $164,248 | view original ↗ |
| 2021 | CONARD-DAVIS FAMILY FOUNDATION | INVESTMENT ADVISOR | BOSTON, MA | $144,204 | view original ↗ |
| 2021 | THE PASCULANO FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $137,325 | view original ↗ |
| 2021 | PINDAROS FOUNDATION INC | FINANCIAL ADVISOR | NEW YORK, NY | $120,199 | view original ↗ |
| 2021 | THE ZEGAR FAMILY FOUNDATION | INVESTMENT, BROKERAGE SERVICES | SAN FRANCISCO, CA | $106,688 | view original ↗ |
| 2021 | CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATED | Investment manager | Boston, MA | $105,612 | view original ↗ |
| 2021 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $95,680 | view original ↗ |
| 2021 | HAROLD & MIMI STEINBERG CHARITABLE TRUST | INVESTMENT ADVISORY | SAN FRANCISCO, CA | $91,462 | view original ↗ |
| 2021 | MOCA FOUNDATION | Investment Advice | San Francisco, CA | $84,141 | view original ↗ |
| 2021 | SAINT MICHAEL ARCHANGEL CHARITIES INC | INVESTMENT ADVISORY SERVICES | SAN FRANCISCO, CA | $76,138 | view original ↗ |
| 2021 | EDMOND DE ROTHSCHILD FOUNDATION | INVESTMENT MANAGEMENT | DEMAREST, NJ | $74,651 | view original ↗ |
| 2021 | MICHELSON MEDICAL RESEARCH FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $71,049 | view original ↗ |
| 2021 | KOHLBERG FOUNDATION INC | FINANCIAL SERVICES | SCARSDALE, NY | $70,798 | view original ↗ |
| 2021 | KOHLBERG FOUNDATION INC | Financial services | Scarsdale, NY | $70,798 | view original ↗ |
| 2021 | ADAMS FAMILY FOUNDATION OF NORA SPRINGS IOWA | INVESTMENT MGMT | SAN FRANCISCO, CA | $65,405 | view original ↗ |
| 2021 | MARK AND EVELYN TRAMMELL FOUNDATION INC | INVESTMENT MANAGEMENT & CUSTODIAN | EL PASO, TX | $58,642 | view original ↗ |
| 2021 | THEE MUSTARD SEED FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $56,971 | view original ↗ |
| 2021 | RRW & FLORENCE BERGLUND FAMILY FDTN | INVESTMENT SERVICES | SAN FRANCISCO, CA | $51,555 | view original ↗ |
| 2021 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $51,260 | view original ↗ |
| 2021 | CANET FOUNDATION | INVESTMENT ADVISORY | SAN FRANCISCO, CA | $30,997 | view original ↗ |
| 2020 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVCIES | SAN FRANCISCO, CA | $3,199,977 | view original ↗ |
| 2020 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $665,709 | view original ↗ |
| 2020 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | INVESTMENT MANAGER | SAN FRANCISCO, CA | $651,791 | view original ↗ |
| 2020 | HCS FOUNDATION | INVESTMENT MGMT | SAN FRANCISCO, CA | $311,878 | view original ↗ |
| 2020 | NATIONAL INTERSCHOLASTIC ATHLETIC ADMINISTRATORS ASSOCIATION | INVESTMENTS | INDIANAPOLIS, IN | $277,804 | view original ↗ |
| 2020 | ACADEMIC LEADERSHIP CHARTER SCHOOL | 401K | San Francisco, CA | $199,880 | view original ↗ |
| 2020 | DARLA MOORE AND RICHARD RAINWATER FOUNDATION | INVESTMENT ADVISOR | FLORENCE, SC | $168,581 | view original ↗ |
| 2020 | CONARD-DAVIS FAMILY FOUNDATION | INVESTMENT ADVISOR | BOSTON, MA | $164,406 | view original ↗ |
| 2020 | GOPPERT FOUNDATION | Investor Services | San Francisco, CA | $163,059 | view original ↗ |
| 2020 | J C KELLOGG FOUNDATION | INVESTMENT ADVISOR | SAN FRANCISCO, CA | $157,668 | view original ↗ |
| 2020 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SANFRANCISCO, CA | $134,915 | view original ↗ |
| 2020 | THE ZEGAR FAMILY FOUNDATION | INVESTMENT, BROKERAGE SERVICES | SAN FRANCISCO, CA | $121,837 | view original ↗ |
| 2020 | RICHARD C ADKERSON FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $108,268 | view original ↗ |
| 2020 | THE PASCULANO FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $106,158 | view original ↗ |
| 2020 | HILLSIDE MEMORIAL PARK ENDOWMENT CARE TR | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $103,012 | view original ↗ |
| 2020 | SOUTHCOAST COMMUNITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | ORLANDO, FL | $101,193 | view original ↗ |
| 2020 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $93,751 | view original ↗ |
| 2020 | PINDAROS FOUNDATION INC | FINANCIAL ADVISOR | NEW YORK, NY | $90,066 | view original ↗ |
| 2020 | MOCA FOUNDATION | Investment Advice | San Francisco, CA | $82,052 | view original ↗ |
| 2020 | THEE MUSTARD SEED FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $78,944 | view original ↗ |
| 2020 | MICHELSON MEDICAL RESEARCH FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $68,115 | view original ↗ |
| 2020 | FULK FAMILY FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $67,148 | view original ↗ |
| 2020 | SAINT MICHAEL ARCHANGEL CHARITIES INC | INVESTMENT ADVISORY SERVICES | SAN FRANCISCO, CA | $65,370 | view original ↗ |
| 2020 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $55,714 | view original ↗ |
| 2020 | GOPPERT FOUNDATION | Foreign Tax on Investment | San Francisco, CA | $1,676 | view original ↗ |
| 2019 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | SAN FRANCISCO, CA | $2,868,193 | view original ↗ |
| 2019 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $604,327 | view original ↗ |
| 2019 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $604,327 | view original ↗ |
| 2019 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | INVESTMENT MANAGER | SAN FRANCISCO, CA | $517,052 | view original ↗ |
| 2019 | SHADOW WOOD COUNTRY CLUB INC | INVESTMENT SERVICES | ORLANDO, FL | $338,000 | view original ↗ |
| 2019 | NATIONAL INTERSCHOLASTIC ATHLETIC ADMINISTRATORS ASSOCIATION | INVESTMENTS | INDIANAPOLIS, IN | $277,804 | view original ↗ |
| 2019 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SANFRANCISCO, CA | $145,247 | view original ↗ |
| 2019 | CHMC CARDIOVASCULAR SURGICAL FOUNDATION INCORPORATED | Investment Management | Boston, MA | $143,877 | view original ↗ |
| 2019 | ACADEMIC LEADERSHIP CHARTER SCHOOL | 401K | San Francisco, CA | $132,474 | view original ↗ |
| 2019 | MOCA FOUNDATION | Investment Advice | San Francisco, CA | $126,751 | view original ↗ |
| 2019 | J C KELLOGG FOUNDATION | INVESTMENT ADVISOR | SAN FRANCISCO, CA | $121,314 | view original ↗ |
| 2019 | CONARD-DAVIS FAMILY FOUNDATION | INVESTMENT ADVISOR | BOSTON, MA | $114,683 | view original ↗ |
| 2019 | FULK FAMILY FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $110,330 | view original ↗ |
| 2019 | SOUTHCOAST COMMUNITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | ORLANDO, FL | $101,142 | view original ↗ |
| 2019 | THEE MUSTARD SEED FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $91,952 | view original ↗ |
| 2019 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $86,087 | view original ↗ |
| 2019 | MICHELSON MEDICAL RESEARCH FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $80,859 | view original ↗ |
| 2019 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | EL PASO, TX | $74,040 | view original ↗ |
| 2019 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $65,819 | view original ↗ |
| 2019 | FREDMAN FAMILY FOUNDATION INC | INVESTMENT ADVISOR | SAN FRANCISCO, CA | $56,920 | view original ↗ |
| 2019 | RDL CHARITABLE TR | INVESTMENT MANAGEMENT | IRVINE, CA | $53,479 | view original ↗ |
| 2019 | SAINT MICHAEL ARCHANGEL CHARITIES INC | INVESTMENT ADVISORY SERVICES | SAN FRANCISCO, CA | $38,550 | view original ↗ |
| 2018 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | SAN FRANCISCO, CA | $3,062,442 | view original ↗ |
| 2018 | FULK FAMILY FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $325,223 | view original ↗ |
| 2018 | CARL AND ROBERTA DEUTSCH FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $221,931 | view original ↗ |
| 2018 | GERDIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $166,090 | view original ↗ |
| 2018 | SOUTHCOAST COMMUNITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | ORLANDO, FL | $101,660 | view original ↗ |
| 2018 | THEE MUSTARD SEED FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $96,208 | view original ↗ |
| 2018 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $80,610 | view original ↗ |
| 2018 | DAFTUAR FAMILY FOUNDATION | ADVISORY SERVICES | SAN FRANCISCO, CA | $72,629 | view original ↗ |
| 2018 | CURCI FUND | INVESTMENT MGMT | BEVERLY HILLS, CA | $65,666 | view original ↗ |
| 2018 | ARTYARD | INVESTMENT FEES | NEWTOWN SQUARE, PA | $50,436 | view original ↗ |
| 2017 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | SAN FRANCISCO, CA | $1,883,579 | view original ↗ |
| 2017 | FULK FAMILY FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $263,861 | view original ↗ |
| 2017 | SUNLIGHT GIVING | INVESTMENT MANAGEMENT SERVICES | SAN FRANCISCO, CA | $109,529 | view original ↗ |
| 2017 | J C KELLOGG FOUNDATION | INVESTMENT ADVISORY | SAN FRANCISCO, CA | $107,443 | view original ↗ |
| 2017 | SOUTHCOAST COMMUNITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | ORLANDO, FL | $102,826 | view original ↗ |
| 2017 | THEE MUSTARD SEED FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $88,381 | view original ↗ |
| 2017 | PEBBLE HILL FOUNDATION INC | INVESTMENT SERVICES | PORTLAND, OR | $57,612 | view original ↗ |
| 2016 | MEMBERS HERITAGE CREDIT UNION INC | PENSION ADMINISTRATION | AUSTIN, TX | $1,477,943 | view original ↗ |
| 2016 | DONOR ADVISED CHARITABLE GIVING | Brokerage & Admin Services | San Francisco, CA | $1,371,285 | view original ↗ |
| 2016 | FULK FAMILY FOUNDATION INC | INVESTMENT MGMT | SAN FRANCISCO, CA | $130,329 | view original ↗ |
| 2016 | SOUTHCOAST COMMUNITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | ORLANDO, FL | $115,558 | view original ↗ |
| 2016 | GRANDVIEW FOUNDATION | INVESTMENT ADVISORY FEES | SAN FRANCISCO, CA | $64,391 | view original ↗ |
| 2016 | KENNETH BANKERT FOUNDATION INC | INVESTMENT FEES | HARRISBURG, PA | $55,356 | view original ↗ |
| 2015 | DONOR ADVISED CHARITABLE GIVING | Brokerage & Admin Services | San Francisco, CA | $1,169,504 | view original ↗ |
| 2015 | YOUTH FOR CHRIST USA INC | Stock Brokerage | San Francisco, CA | $250,000 | view original ↗ |
| 2015 | THE ETHEL AND W GEORGE KENNEDY | INVESTMENT SERV | SAN FRANCISCO, CA | $69,415 | view original ↗ |
| 2014 | DONOR ADVISED CHARITABLE GIVING | BROKERAGE & ADMIN SERVICES | SAN FRANCISCO, CA | $1,676,964 | view original ↗ |
| 2014 | THE CITY COLLEGE 21ST CENTURY | FINANCIAL SERVICES | WINDSOR, CT | $550,000 | view original ↗ |
| 2014 | MCDOUGAL FAMILY FOUNDATION | INVESTMENT | SAN FRANCISCO, CA | $118,987 | view original ↗ |
| 2014 | THE ETHEL AND W GEORGE KENNEDY | INVESTMENT SERV | SAN FRANCISCO, CA | $63,614 | view original ↗ |
| 2013 | JOYCE & IRVING GOLDMAN FAMILY FOUNDATION INC | investment manager | SAN FRANCISCO | $455,571 | view original ↗ |
| 2013 | NATIONAL ENVIRONMENTAL HEALTH | INVESTMENT | $250,000 | view original ↗ | |
| 2011 | OREGON STATE UNIVERSITY FOUNDATION | INVESTMENT MGT. | PHOENIX, AZ | $2,488,736 | view original ↗ |
| 2011 | LOUISIANA ORGAN PROCUREMENT AGENCY | INVESTMENT | METAIRIE, LA | $541,806 | view original ↗ |
| 2010 | OREGON STATE UNIVERSITY FOUNDATION | INVESTMENT MGT. | PHOENIX, AZ | $3,476,864 | view original ↗ |
| 2010 | LOUISIANA ORGAN PROCUREMENT AGENCY | INVESTMENT | METAIRIE, LA | $469,250 | view original ↗ |
| 2009 | UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | Investments | San Bernardino, CA | $1,097,765 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.
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