2023-10-12T17:30:39-05:00 2022-12-31 FEMA-4683-DR SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2022-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % CHRISTOPHER NELSON CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Christopher Nelson EXECUTIVE DIRECTOR 4157954920 2023-05-15 true Christopher Nelson XXX-XX-XXXX DAVID M SACARELOS P00082838 6503654646 3 2022 2023-04-26 12:10:37Z X 647981236 X 0 X 727908 727908 6408192 6408192 34692431 34728605 22704459 728377 42556908 29840559 930676 920292 617533 609468 230793 181447 11532 0 0 12294 228352 0 0 236596 559778 619398 628000 21058 19160 1594 1594 107740 211961 3337056 0 0 2812210 23065763 29637500 26402819 0 0 32449710 16154089 29840559 31235417 15095189 15095189 2674 66402 66402 25765931 48976813 48976813 590309338 547833399 547833399 43911338 36009433 36009433 348503 0 0 691573201 647981236 647981236 210401 165633 17660109 11088372 6622573 5894196 24493083 17148201 X 667080118 630833035 667080118 630833035 691573201 647981236 667080118 16154089 683234207 52401172 630833035 PUBLICLY TRADED SECURITIES D 22564460 22972 22541488 22541488 OTHER INVESTMENTS P 350783 187812 162971 162971 22704459 414784 414784 414784 278900 0 170000 448900 34116 34116 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 true false false true 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, TRUSTE 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 511962 54425 0 Kristi Kimball 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 Former Executive Director 0.0 408330 0 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SENIOR PGRM OFFICER 40.0 243115 42393 0 NATHALIE LOWENTHAL-SAVY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 GRANTS MANAGER 40.0 147978 19180 0 GINA JACKSON 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE ASSISTANT 40.0 123725 13855 0 EMILY MERRILL 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 SENIOR PGRM OFFICER 40.0 63077 16801 0 Redstone Strategy Group LLC 3223 Arapahoe Avenue Ste 210 BOULDER CO 80303 Strategic Planning 324310 Seiler LLP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 211709 The 360 Consulting Group 490 Post Street Suite 1700 SAN FRANCISCO CA 94102 Recruiting Services 108000 DC Strategies 10194 NADINE AVENUE PARKER CO 80134 Consultation 90958 ALEIGH SOLUTIONS 510 WARRINGTON DRIVE NEW ORLEANS LA 70122 Consultation 79097 1 603345318 15185758 0 618531076 0 618531076 9277966 609253110 30462656 30462656 414784 414784 30047872 30047872 30047872 32449710 0 0 0 0 32449710 30047872 0 2020 2019 2018 0 9518593 16965476 10213121 29143107 65840297 32449710 0 30047872 2401838 68242135 0 0 0 0 9518593 58723542 16965476 10213121 29143107 2401838 CHARLES AND HELEN SCHWAB NONE X 50CAN Inc 1625 K Street NW Suite 400 Washington DC 20006 NONE PC K-12 Education Reform 400000 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC K-12 Education Reform 150000 Alameda Health System Foundation 350 Frank H Ogawa Plaza Suite 900 Oakland CA 94612 NONE PC Human Services 500 Alder Graduate School Of Education 111 Pine Street San Francisco CA 94111 NONE PC K-12 Education Reform 200000 Alliance Foundation PO Box 86609 Los Angeles CA 90086 NONE PC K-12 Education Reform 275000 Alzheimer's Association 225 North Michigan Avenue FL 17 Chicago IL 60601 NONE PC Human Services 450 Asian and Pacific Islander American Vote 1612 K Street NW Suite 510 Washington DC 20006 NONE PC Other Civic + Community 25000 Beaumont Middle School PTA 4043 NE Fremont Street Portland OR 97212 NONE PC Other Civic + Community 750 Branch Alliance for Educator Diversity 7500 Rialto Boulevard Building 1 S Austin TX 78735 NONE PC K-12 Education Reform 250000 CA Charter Authorizing Professionals 2829 Augusta Way Rocklin CA 95765 NONE PC K-12 Education Reform 100000 Cambiar Education 4653 Carmel Mountain Road Suite 30 San Diego CA 92130 NONE PC K-12 Education Reform 3500000 Camp Kiwanilong PO Box 128 Warrenton OR 97146 NONE PC Human Services 750 Capital Preparatory School 777 Main Street Bridgeport CT 06604 NONE PC K-12 Education Reform 275000 Center For Employment Opportunities 50 Broadway Suite 1604 New York NY 10004 NONE PC Human Services 450000 Charter School Growth Fund 10901 West 120th Avenue Suite 450 Broomfield CO 80021 NONE PC K-12 Education Reform 1000000 Child Mind Institute 101 East 56th Street New York NY 10022 NONE PC Human Services 1800000 College Track 112 Linden Street Oakland CA 94607 NONE PC K-12 Education Reform 2050 Colorado Nonprofit Development Center 789 Sherman St Suite 250 Denver CO 80203 NONE PC K-12 Education Reform 100000 Curriki 20660 Stevens Creek Boulevard 332 Cupertino CA 95014 NONE PC K-12 Education Reform 250000 EdNavigator 401 8th Avenue 53 Brooklyn NY 11215 NONE PC K-12 Education Reform 300000 Educate 78 484 Lake Park Ave 278 Oakland CA 94610 NONE PC K-12 Education Reform 325000 Episcopal Community Services 165 Eighth Street San Francisco CA 94103 NONE PC Human Services 300000 Episcopal Community Services of San Franc 165 8th Street San Francisco CA 94103 NONE PC Human Services 50000 Families in Action 333 Hegenberger Road Suite 600 Oakland CA 94621 NONE PC K-12 Education Reform 350000 Family Engagement Lab 548 Market Street Suite 42210 San Francisco CA 94104 NONE PC K-12 Education Reform 150000 First Place For Youth 426 17th Street Suite 100 Oakland CA 94612 NONE PC Human Services 375000 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC K-12 Education Reform 325000 Funders Together to End Homelessness 89 South Street Suite 803 Boston MA 02111 NONE PC Human Services 25000 Golden Gate National Parks Conservancy Presidio Trust 201 Fort Mason San Francisco CA 94123 NONE PC Other Civic + Community 100000 Grace Science Foundation 1142 Crane Street Menlo Park CA 94025 NONE PC Human Services 200000 Gradient Learning 818 West 7th Street Suite 930 Los Angeles CA 90017 NONE PC K-12 Education Reform 250000 Great Schools 2201 Broadway 4th Floor Oakland CA 94612 NONE PC K-12 Education Reform 100000 Greenhouse E3 116 Shore Drive Portland TX 78374 NONE PC K-12 Education Reform 400000 Highland Project 240 Harris St Revere MA 02151 NONE PC Other Civic + Community 50000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Human Services 250000 HomeRise 251 Post Street San Francisco CA 94108 NONE PC Human Services 150000 Independent Arts & Media PO Box 420442 San Francisco CA 94142 NONE PC Human Services 75000 Innovate Public Schools 1400 Parkmoor Ave Ste 240 San Jose CA 95126 NONE PC K-12 Education Reform 850000 Inspirenola Charter Schools 2401 Westbend Parkway Suite 4040 New Orleans LA 70114 NONE PC K-12 Education Reform 250000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Human Services 300000 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 NONE PC K-12 Education Reform 250000 KIPP NorCal 1000 Broadway Suite 460 Oakland CA 94607 NONE PC K-12 Education Reform 450000 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 350000 Laurel Leadership Institute 2226 West 26th Place 3 Los Angeles CA 90018 NONE PC K-12 Education Reform 150000 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC K-12 Education Reform 250000 National Summer School Initiative 147 Prince St Brooklyn NY 11201 NONE PC K-12 Education Reform 250000 Navigator Schools 650 San Benito Street Suite 230 Hollister CA 95023 NONE PC K-12 Education Reform 250000 New Door Ventures 3221 20th Street San Francisco CA 94110 NONE PC Human Services 275000 New Horizons 2709 3rd Avenue Seattle WA 98121 NONE PC Other Civic + Community 500 New Leaders 30 West 26Th Street New York NY 10010 NONE PC K-12 Education Reform 1600000 New Schools for New Orleans 1555 Poydras Street Suite 781 New Orleans LA 70112 NONE PC K-12 Education Reform 250000 New Schools Venture Fund 1616 Franklin Street 2nd Floor Walnut Creek CA 94612 NONE PC K-12 Education Reform 450000 New Teacher Center 1205 Pacific Avenue Suite 301 Santa Cruz CA 95060 NONE PC K-12 Education Reform 400000 New Venture Fund PO Box 37734 Baltimore MD 21297 NONE PC K-12 Education Reform 225000 Noble Network of Charter Schools 1 North State Street Floor 15 Chicago IL 60602 NONE PC K-12 Education Reform 380000 Ntl Assoc of Charter School Authorizers 105 West Adams Street Suite 1900 Chicago IL 60603 NONE PC K-12 Education Reform 350000 Nurse Family Partnership 1900 Grant Street Suite 400 Denver CO 80203 NONE PC Human Services 350000 Oakland REACH 333 Hegenberger Road Suite 750 Oakland CA 94621 NONE PC K-12 Education Reform 850000 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 NONE PC K-12 Education Reform 275000 PTA Grant High Oregon Congress Grant High Band 2245 NE 36th Ave Portland OR 97212 NONE PC Other Civic + Community 500 REDF 785 Market Street Suite 1200 San Francisco CA 94103 NONE PC Human Services 250000 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 NONE PC K-12 Education Reform 200000 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 NONE PC K-12 Education Reform 375000 Rocketship Education Inc 350 Twin Dolphin Drive Suite 109 Redwood City CA 94065 NONE PC K-12 Education Reform 450000 Rogers Family Foundation 10 Clay Street Suite 200 Oakland CA 94607 NONE PF K-12 Education Reform 50000 Rubicon Programs 2500 Bissell Avenue Richmond CA 94804 NONE PC Human Services 325000 San Joaquin A Plus Inc 3247 West March Lane Suite 200 Stockton CA 95219 NONE PC K-12 Education Reform 200000 SEED Foundation 1730 Rhode Island Ave Nw Suite 110 Washington DC 20036 NONE PC K-12 Education Reform 325000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 NONE PC K-12 Education Reform 1100000 Sponsors For Educational Opportunity 2030 Harrison Street 3rd Floor San Francisco CA 94110 NONE PC K-12 Education Reform 125000 Success Academy 95 Pine Street Floor 6 New York NY 10005 NONE PC K-12 Education Reform 550000 Summit Public Schools 780 Broadway Redwood City CA 94063 NONE PC K-12 Education Reform 250000 Surge Institute 935 West Chestnut Street Suite 515 Chicago IL 60642 NONE PC K-12 Education Reform 150000 Teach for America - Bay Area 25 Broadway 12th floor New York NY 10004 NONE PC K-12 Education Reform 500000 The Maven Project PO BOX 7378 San Francisco CA 94120 NONE PC Human Services 100000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 NONE PC K-12 Education Reform 200000 Third Street Youth Center 1728 Bancroft Ave San Francisco CA 94124 NONE PC Human Services 500 Tides Center 1012 Torney Avenue San Francisco CA 94129 NONE PC Human Services 350000 Tipping Point Community 220 Montgomery Street San Francisco CA 94104 NONE PC Human Services 1900000 The New Teacher Project (TNTP) 500 7th Avenue 8th Floor New York NY 10018 NONE PC K-12 Education Reform 200000 UCSF Foundation PO Box 45339 San Francisco CA 94145 NONE PC Human Services 1000 Voices College-Bound Language Academy 6840 Via Del Oro Suite 160 San Jose CA 95119 NONE PC K-12 Education Reform 250000 Year Up 45 Milk Street 9th Floor Boston MA 02109 NONE PC Human Services 450000 Young Community Developers 1715 Yosemite Avenue San Francisco CA 94124 NONE PC Human Services 500 Yu Ming Charter School 1086 Alcatraz Ave Oakland CA 94608 NONE PC Other Civic + Community 25000 29637500 Colorado Nonprofit Development Center 789 Sherman St Suite 250 Denver CO 80203 NONE PC K-12 Education Reform 0 Educate 78 484 Lake Park Ave 278 Oakland CA 94610 NONE PC K-12 Education Reform 0 Episcopal Community Services of San Francisco 165 8th Street San Francisco CA 94103 NONE PC Human Services 0 First Place For Youth 426 17th Street Suite 100 Oakland CA 94612 NONE PC Human Services 0 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC K-12 Education Reform 0 Inspirenola Charter Schools 2401 Westbend Parkway Suite 4040 New Orleans LA 70114 NONE PC K-12 Education Reform 0 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Human Services 0 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 0 New Door Ventures 3221 20th Street San Francisco CA 94110 NONE PC Human Services 0 New Leaders 30 West 26Th Street New York NY 10010 NONE PC K-12 Education Reform 0 New Schools for New Orleans 1555 Poydras Street Suite 781 New Orleans LA 70112 NONE PC K-12 Education Reform 0 New Schools Venture Fund 1616 Franklin Street 2nd Floor Walnut Creek CA 94612 NONE PC K-12 Education Reform 0 New Teacher Center 1205 Pacific Avenue Suite 301 Santa Cruz CA 95060 NONE PC K-12 Education Reform 0 New Venture Fund PO Box 37734 Baltimore MD 21297 NONE PC K-12 Education Reform 0 Noble Network of Charter Schools 1 North State Street Floor 15 Chicago IL 60602 NONE PC K-12 Education Reform 0 Oakland REACH 333 Hegenberger Road Suite 750 Oakland CA 94621 NONE PC K-12 Education Reform 0 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 NONE PC K-12 Education Reform 0 Rex and Margaret Fortune School of Education 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 none PC K-12 Education Reform 0 Rubicon Programs 2500 Bissell Avenue Richmond CA 94804 none PC Human Services 0 SEED Foundation 1730 Rhode Island Ave Nw Suite 110 Washington DC 20036 none PC K-12 Education Reform 0 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 none PC K-12 Education Reform 0 Success Academy 95 Pine Street Floor 6 New York NY 10005 none PC K-12 Education Reform 0 Teach for America - Bay Area 25 Broadway 12th floor New York NY 10004 none PC K-12 Education Reform 0 Tipping Point Community 220 Montgomery Street San Francisco CA 94104 none PC Human Services 0 11200000 14 727908 14 6408192 18 34692431 GAAP DEFERRED EXCISE TAX ADJUSTMENT 01 728377 42556908 42556908 false false false false false false false false false false ACCOUNTING AND BOOKKEEPING 181662 189586 AUDIT AND TAX PREPARATION 46690 47010 THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 6,579,791 SHS CHARLES SCHWAB 547833399 547833399 48976813 48976813 406,510 SHS SCHWAB 1000 INDEX FMV 15012414 15012414 56,335 SHS SCHWAB EMERGING MKT FMV 1333438 1333438 40,613 SHS SCHWAB INTL SMALL FMV 1278105 1278105 170,307 SHS SCHWAB US SMALL FMV 6899135 6899135 581,882 SHS SCHWAB INTL IND FMV 11486341 11486341 REVIEW OF CONTRACTS AND AGREEMENTS 11532 12294 ACQCO WARRANT 348503 0 0 UNREALIZED LOSS ON INVESTMENTS 52401172 INSURANCE 16093 16093 CONFERENCE REGISTRATION 3385 3385 HARDWARE, SOFTWARE & EQUIPMENT 26167 25263 OFFICE SUPPLIES 13043 12844 PAYROLL PROCESSING 11912 11987 POSTAGE & DELIVERY 657 600 STAFF PROFESSIONAL DEVELOPMENT 4500 4500 DOCUMENT STORAGE 1340 1340 TELECOMMUNICATIONS 6347 6347 FILING FEES 1459 1459 MEETING COSTS 17588 15014 DUES & SUBCRIPTION 5249 5129 RECRUITING COSTS 0 108000 GAAP DEFERRED EXCISE TAX ADJUSTMENT 728377 DEFERRED EXCISE TAX LIABILITY 6622573 5894196 INFORMATION TECHNOLOGY 58505 59745 OTHER PROFESSIONAL FEES 501273 559653 EXCISE TAX 628000