2021-09-29T10:39:28-05:00 2020-12-31 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2020-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % KRISTI KIMBALL CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 KRISTI KIMBALL EXECUTIVE DIRECTOR 4157954920 2021-05-15 true KRISTI KIMBALL XXX-XX-XXXX DAVID M SACARELOS P00082838 6503654646 3 2020 2022-09-23 18:48:47Z X 471169589 X 0 X 4810 4810 6579663 6579663 14959103 14987367 14959103 1633312 23176888 21543576 353596 360163 225010 226662 94559 85792 29214 0 0 29105 154162 0 0 153835 44414 46439 217000 2587 2881 6002 5963 60536 59798 1187080 0 0 970638 25652963 26986901 26840043 0 0 27957539 -3663155 21543576 2331325 5378460 5378460 6270 6780 6780 445299155 465774976 465774976 108598 9373 9373 447745348 471169589 471169589 426080 68837 8825199 7838196 6280032 4646720 15531311 12553753 X 432214037 458615836 432214037 458615836 447745348 471169589 432214037 -3663155 30064954 458615836 458615836 PUBLICLY TRADED SECURITIES D 14987367 28264 14959103 14959103 14959103 299456 299456 299456 303493 0 234000 537493 238037 238037 false false false false false false false true true CA false false false false false true www.schwabfoundation.org KRISTI KIMBALL 4157954920 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 HELEN O SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 PRESIDENT 1.0 0 0 0 CHARLES R SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 CHAIRMAN 1.0 0 0 0 KATIE SCHWAB PAIGE 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 GRANTS CHAIR 1.0 0 0 0 MATT WILSEY 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 BOARD MEMBER 1.0 0 0 0 KRISTI KIMBALL 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 EXECUTIVE DIRECTOR 40.0 360163 47077 0 CATHERINE MOLNAR 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 TREASURER 2.0 0 0 0 NANCY BECHTLE 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 DIRECTOR & SECRETARY 1.0 0 0 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 ADMIN DIRECTOR 40.0 154769 28243 0 0 SEILER LLP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 130007 MAVEN RECRUITING GROUP LLC 490 Post St STE 1700 SAN FRANCISCO CA 94102 RECRUITING SERVICES 68693 0 359195176 7177892 0 366373068 0 366373068 5495596 360877472 18043874 18043874 299456 299456 17744418 17744418 17744418 27957539 0 0 0 0 27957539 0 27957539 17744418 0 2018 2017 2016 0 1462906 4741480 9518593 16965476 32688455 27957539 0 17744418 10213121 42901576 0 0 0 0 1462906 41438670 4741480 9518593 16965476 10213121 CHARLES AND HELEN SCHWAB NONE X ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 NONE PC K-12 Education 150000 Achievement First 370 James Street Suite 404 New Haven CT 06513 NONE PC K-12 Education 250000 Alameda County Community Food Bank PO BOX 2599 Oakland CA 94614 NONE PC Disaster Relief 100000 Alder Graduate School Of Education 111 Pine Street San Francisco CA 94111 NONE PC K-12 Education 200000 Alliance Foundation 601 South Figueroa Street 4th Floor Los Angeles CA 90017 NONE PC Disaster Relief & K-12 EDUCATION 225000 Alzheimer's Association 225 North Michigan Avenue 17th Floo Chicago IL 60601 NONE PC Human Services 300000 Alzheimer's Drug Discovery Foundation 57 West 57th Street Suite 904 New York NY 10019 NONE PC Human Services 798085 Bellwether Education Partners 517 Boston Post Road 171 Sudbury MA 01776 NONE PC K-12 Education 250000 Branch Alliance for Educator Diversity 7500 Rialto Boulevard Bldg 1 Suite Austin TX 78735 NONE PC K-12 Education 200000 CA Charter Authorizing Professionals 2829 Augusta Way Rocklin CA 95765 NONE PC K-12 Education 100000 California Association of Food Banks 1624 Franklin Street Suite 722 Oakland CA 94612 NONE PC Disaster Relief 100000 California Charter Schools Association 250 East 1st Street Suite 1000 Los Angeles CA 90012 NONE PC K-12 Education 250000 Capital Preparatory School 777 Main Street Bridgeport CT 06604 NONE PC K-12 Education 250000 Center For Employment Opportunities 50 Broadway Suite 1604 New York NY 10004 NONE PC Human Services 400000 Charter School Growth Fund 10901 W 120th Ave Suite 450 Broomfield CO 80021 NONE PC K-12 Education 1050000 Child Mind Institute 101 East 56th Street New York NY 10022 NONE PC Disaster Relief & HUMAN SERVICES 1800000 Colorado Nonprofit Development Center 789 Sherman St Suite 250 Denver CO 80203 NONE PC K-12 Education 100000 Community Housing Partnership 20 Jones Street Suite 200 San Francisco CA 94102 NONE PC Human Services 150000 Curriki 20660 Stevens Creek Boulevard 332 Cupertino CA 95014 NONE PC K-12 Education 250000 Cypress Mandela Training Center 977 66th Ave Oakland CA 94621 NONE PC Human Services 50000 EdNavigator 401 8th Avenue 53 Brooklyn NY 11215 NONE PC K-12 Education 300000 Educate 78 2323 Broadway Oakland CA 94612 NONE PC K-12 Education 250000 Education Pioneers 76 Canal Street Suite 200 Boston MA 02114 NONE PC K-12 Education 100000 Episcopal Community Services 165 8th Street San Francisco CA 94103 NONE PC Disaster Relief & HUMAN SERVICES 150000 Family Engagement Lab 548 Market Street Suite 42210 San Francisco CA 94104 NONE PC K-12 Education 200000 First Place For Youth 426 17th Street Suite 100 Oakland CA 94612 NONE PC Human Services 300000 Food Bank of Contra Costa and Solano 4010 Nelson Ave Concord CA 94520 NONE PC Disaster Relief 100000 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC K-12 Education 200000 Grace Science Foundation PO Box 114 Menlo Park CA 94026 NONE PC Human Services 200000 Gradient Learning 818 West 7th Street Suite 930 Los Angeles CA 90017 NONE PC K-12 Education 250000 Great School Choices 342 East 119th St 3a New York NY 10035 NONE PC K-12 Education 100000 Great Schools 2201 Broadway 4th Floor Oakland CA 94612 NONE PC K-12 Education 200000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 NONE PC K-12 Education 25000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 NONE PC Disaster Relief & Human Services 150000 Independent Arts & Media PO Box 420442 San Francisco CA 94142 NONE PC Human Services 100000 Innovate Public Schools 1400 Parkmoor Avenue San Jose CA 95126 NONE PC K-12 Education 996169 Inspirenola Charter Schools 2401 Westbend Parkway Suite 4040 New Orleans LA 70114 NONE PC Disaster Relief & K-12 EDUCATION 225000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Human Services 200000 Johns Hopkins University 12529 Collections Center Drive Chicago IL 60693 NONE PC Human Services 50000 KIPP Bay Area 1000 Broadway Suite 460 Oakland CA 94607 NONE PC K-12 Education 400000 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 94105 NONE PC K-12 Education 250000 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 100000 Monterey Bay Aquarium Foundation 886 Cannery Row Monterey CA 93940 NONE PC Other Civic + Community 25000 Nantucket Boys & Girls Club Inc PO Box 269 Nantucket MA 02554 NONE PC Human Services 50000 Nantucket Cottage Hospital 57 Prospect Street Nantucket MA 02554 NONE PC Human Services 1017511 National Charter Collaborative 605 Southwest 108th Street Seattle WA 98146 NONE PC K-12 Education 250000 Navigator Schools 650 San Benito Street Suite 230 Hollister CA 95023 NONE PC K-12 Education 250000 New Door Ventures 3221 20th Street San Francisco CA 94110 NONE PC Human Services 100000 New Leaders 30 West 26Th Street New York NY 10010 NONE PC K-12 Education 400000 New Schools for New Orleans 1555 Poydras Street Suite 781 New Orleans LA 70112 NONE PC K-12 Education 250000 New Schools Venture Fund 1616 Franklin Street 2nd Floor Oakland CA 94612 NONE PC K-12 Education 400000 New Teacher Center 110 Cooper Street Suite 500 Santa Cruz CA 95060 NONE PC K-12 Education 400000 New Venture Fund 1201 Connecticut Avenue Suite 300 Washington DC 20036 NONE PC K-12 Education 200000 Noble Network of Charter Schools 1 North State Street 7 Chicago IL 60602 NONE PC K-12 Education 250000 Ntl Assoc of Charter School Authorizers 105 West Adams Street Suite 1900 Chicago IL 60603 NONE PC K-12 Education 350000 Nurse Family Partnership 1900 Grant Street Suite 400 Denver CO 80203 NONE PC Human Services 250000 Oakland Public Education Fund 1000 Broadway Suite 300 Oakland CA 94607 NONE PC K-12 Education 100000 Oakland REACH 333 Hegenberger Road Suite 750 Oakland CA 94621 NONE PC Disaster Relief & K-12 EDUCATION 400000 Pacific Charter School Development 600 Wilshire Blvd Suite 200 Los Angeles CA 90017 NONE PC K-12 Education 1363424 Participant Media 331 Foothill Road Floor 3 Beverly Hills CA 90210 NONE NC K-12 Education 250000 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 NONE PC K-12 Education 250000 REDF 101A Clay Street 103 San Francisco CA 94111 NONE PC Human Services 250000 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 NONE PC K-12 Education 175000 Rex and Margaret Fortune School of Education 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 NONE PC K-12 Education 250000 Rocketship Education Inc 350 Twin Dolphin Drive Suite 109 Redwood City CA 94065 NONE PC Disaster Relief 425000 Rogers Private Family Foundation 10 Clay Street Suite 200 Oakland CA 94607 NONE PF K-12 Education 400000 Rubicon Programs 2500 Bissell Avenue Richmond CA 94804 NONE PC Human Services 200000 San Francisco Marin Food Bank 900 Pennsylvania Avenue San Francisco CA 94107 NONE PC Disaster Relief 150000 San Francisco Opera 301 Van Ness Avenue San Francisco CA 94102 NONE PC Other Civic + Community 50000 San Francisco Symphony 201 van Ness Ave San Francisco CA 94102 NONE PC Other Civic + Community 100000 San Joaquin A Plus Inc 3247 West March Lane Suite 200 Stockton CA 95219 NONE PC K-12 Education 400000 Second Harvest of Silicon Valley 750 Curtner Avenue San Jose CA 95125 NONE PC Disaster Relief 100000 SEED Foundation 1730 Rhode Island Ave NW Suite 110 Washington DC 20036 NONE PC K-12 Education 200000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 NONE PC K-12 Education 1091112 Sponsors For Educational Opportunity 2030 Harrison Street 3rd Floor San Francisco CA 94110 NONE PC K-12 Education 125000 St Anthony Foundation 150 Golden Gate Avenue San Francisco CA 94102 NONE PC Disaster Relief 50000 Summit Public Schools 780 Broadway Redwood City CA 94063 NONE PC K-12 Education 250000 Surge Institute 935 West Chestnut Street Suite 515 Chicago IL 60642 NONE PC K-12 Education 150000 Teach for America - Bay Area 25 Broadway 12th floor New York NY 10004 NONE PC K-12 Education 1000000 The Maven Project PO Box 156781 San Francisco CA 94115 NONE PC Human Services 100000 The Mission Preparatory School 1050 York Street San Francisco CA 94110 NONE PC K-12 Education 100000 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 NONE PC Human Services 1650000 TNTP 500 7th Avenue 8th Floor New York NY 10018 NONE PC K-12 Education 250000 UCSF Foundation PO Box 45339 San Francisco CA 94145 NONE PC Disaster Relief 500000 Voices College-Bound Language Academy 6840 Via Del Oro Suite 160 San Jose CA 95119 NONE PC K-12 Education 200000 Year Up 45 Milk Street 9th Floor Boston MA 02109 NONE PC Human Services 400000 Chicago Community Trust 225 North Michigan Avenue Suite 22 Chicago IL 60601 NONE PC K-12 Education 15600 Eastern Horizons 1155 Battery Street San Francisco CA 94111 NONE PC HUMAN SERVICES 30000 26986901 Colorado Nonprofit Development Center 789 Sherman St SUITE 250 Denver CO 80203 NONE PC K-12 Education 100000 Curriki 20660 Stevens Creek Boulevard/332 Cupertino CA 95014 NONE PC K-12 Education 500000 Educate 78 2323 Broadway Oakland CA 94612 NONE PC K-12 Education 250000 Episcopal Community Services 165 8th Street San Francisco CA 94103 NONE PC Human Services 100000 First Place For Youth 426 17th Street SUITE 100 Oakland CA 94612 NONE PC Human Services 300000 Freedom Prep Charter Schools 5132 Jonetta Street Memphis TN 38109 NONE PC K-12 Education 200000 Independent Arts & Media PO Box 420442 San Francisco CA 94142 NONE PC Human Services 100000 Inspirenola Charter Schools 2401 Westbend Parkway SUITE 4040 New Orleans LA 70114 NONE PC K-12 Education 200000 JobTrain 1200 OBrien Drive Menlo Park CA 94025 NONE PC Human Services 200000 Larkin Street Youth Services 134 Golden Gate Avenue San Francisco CA 94102 NONE PC Human Services 100000 Nantucket Cottage Hospital 57 Prospect Street Nantucket MA 02554 NONE PC Human Services 1000000 New Door Ventures 3221 20th Street San Francisco CA 94110 NONE PC Human Services 100000 New Schools for New Orleans 1555 Poydras Street SUITE 781 New Orleans LA 70112 NONE PC K-12 Education 250000 New Schools Venture Fund 1616 Franklin Street 2nd Floor Oakland CA 94612 NONE PC K-12 Education 400000 New Teacher Center 110 Cooper Street Suite 500 Santa Cruz CA 95060 NONE PC K-12 Education 400000 New Venture Fund 1201 Connecticut Avenue Suite 300 Washington DC 20036 NONE PC K-12 Education 200000 Noble Network of Charter Schools 1 North State Street 7 Chicago IL 60602 NONE PC K-12 Education 250000 Oakland REACH 333 Hegenberger Road Suite 750 Oakland CA 94621 none PC K-12 Education 300000 Profound Gentlemen 2701c Freedom Drive Charlotte NC 28208 none PC K-12 Education 200000 Rex and Margaret Fortune School of Edu 2890 Gateway Oaks Drive Suite 100 Sacramento CA 95833 none PC K-12 Education 250000 Rogers Private Family Foundation 10 Clay Street Suite 200 Oakland CA 94607 none PF K-12 Education 100000 Rubicon Programs 2500 Bissell Avenue Richmond CA 94804 none PC Human Services 200000 SEED Foundation 1730 Rhode Island Ave NW Suite 110 Washington DC 20036 none PC K-12 Education 200000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 none PC K-12 Education 600000 Sponsors for Educational Opportunity 2030 Harrison Street 3rd Floor San Francisco CA 94110 NONE PC K-12 Education 250000 Success Academy 95 Pine Street Floor 6 New York NY 10005 NONE PC K-12 Education 1000000 The Maven Project PO Box 156781 San Francisco CA 94115 NONE PC Human Services 100000 7850000 14 4810 14 6579663 18 14959103 GAAP EXCISE TAX ADJUSTMENT 01 1633312 23176888 23176888 false false false false false false false false false false ACCOUNTING AND BOOKKEEPING 115002 114245 AUDIT AND TAX PREPARATION 39160 39590 THE FOUNDATION WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 8,502,813 SHS CHARLES SCHWAB 465774976 465774976 REVIEW OF CONTRACTS AND 29214 29105 AGREEMENTS ACQCO WARRANT 108598 9373 9373 BANK CHARGES 14 14 INSURANCE 16093 16093 CONFERENCE REGISTRATION 1255 1255 HARDWARE, SOFTWARE & EQUIPMENT 15152 14535 OFFICE SUPPLIES 2044 1984 PAYROLL PROCESSING 9929 9869 POSTAGE & DELIVERY 1527 1527 STAFF PROFESSIONAL DEVELOPMENT 8000 8000 DOCUMENT STORAGE 1210 1210 TELECOMMUNICATIONS 3830 4077 FILING FEES 473 473 MEETING COSTS 859 611 DUES & SUBCRIPTION 150 150 GAAP DEFERRED EXCISE TAX ADJUSTMENT 1633312 UNREALIZED GAIN ON INVESTMENTS 30064954 DEFERRED EXCISE TAX LIABILITY 6280032 4646720 INFORMATION TECHNOLOGY 39664 41689 OTHER PROFESSIONAL FEES 4750 4750 EXCISE TAX 217000