2019-10-10T15:09:07-05:00 2018-12-31 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2018-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % KRISTI KIMBALL CHAR 4157954920 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 KRISTI KIMBALL EXECUTIVE DIRECTOR 4157954920 2019-08-15 true DAVID M SACARELOS P00082838 6503654646 12.97.82.67 94293920192835000067 2019-10-10 P A7F7801D69E9CEDE7BB7EC534C0995D0DC5B7925 32F04331103660F1CF694E1E6F82448474965A34 2018 2019-02-21 02:37:17Z X 422143206 X 40009946 53530 53530 4264966 4264966 16202794 16227495 16202794 2289728 62820964 20521290 307388 307066 133204 133064 70859 72987 3380 0 0 3380 135391 0 0 127113 43463 36738 415000 1125 1100 20243 19681 1213 687 66987 59404 1198253 0 0 761220 28729250 19805339 29927503 0 0 20566559 32893461 20521290 8989833 8004288 8004288 6989 5779 5779 478230505 413883139 413883139 250000 250000 250000 487477327 422143206 422143206 266628 1311378 14519070 23442982 7951993 5662266 22737691 30416626 X 464739636 391726580 464739636 391726580 487477327 422143206 464739636 32893461 497633097 105906517 391726580 PUBLIC TRADED SECURITIES D 16227495 24701 16202794 16202794 16202794 false 29967933 415311153 0.072158 19967067 309948821 0.064421 16508464 301824965 0.054695 12122795 276733654 0.043807 13132522 149942887 0.087583 0.322664 0.064533 473653710 30566295 205213 30771508 20566559 410426 410426 410426 419038 55000 474038 63612 63612 false false false false false false false true true CA false false false false true 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 false false false 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 NANCY BECHTLE 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 DIRECTOR & SECRETARY 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 307066 40797 0 CATHERINE MOLNAR 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 TREASURER 2.0 0 0 0 ERIN GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 ADMIN DIRECTOR 40.0 133064 16820 0 SEILER LLP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING SERVICES 116692 0 468819746 12046965 0 480866711 0 480866711 7213001 473653710 23682686 23682686 410426 410426 23272260 23272260 23272260 20566559 0 0 0 0 20566559 20566559 23272260 0 2016 2015 2014 0 5767130 0 1462906 4741480 9518593 21490109 20566559 0 20566559 0 2705701 2705701 18784408 0 0 0 0 3061429 15722979 0 1462906 4741480 9518593 CHARLES AND HELEN SCHWAB NONE X ACE Charter Schools 1100 Shasta 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None PC K-12 Education Reform 400000 New Teacher Center 110 Cooper Street Suite 500 Santa Cruz CA 95060 None PC K-12 Education Reform 400000 New Venture Fund 1201 Connecticut Ave NW Suite 300 Washington DC 20036 None PC K-12 Education Reform 200000 North Valley Community Foundation 240 Main Street Suite 260 Chico CA 95928 None PC Human Services 250000 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 Reform 200000 Pacific Charter School Development 600 Wilshire Blvd Suite 200 Los Angeles CA 90017 None PC K-12 Education Reform 1343443 Relay Graduate School of Education 40 West 20th Street 7th Floor New York NY 10011 None PC K-12 Education Reform 75000 Rocketship Education Inc 350 Twin Dolphin Drive Suite 109 Redwood City CA 94065 None PC K-12 Education Reform 400000 Salk Institute For Biological Studies 10010 North Torrey Pines Road La Jolla CA 92037 None PC Human Services 100000 San Francisco Opera 301 Van Ness Avenue San Francisco CA 94102 None PC CIVIC, COMMUNITY, ARTS 50000 San Francisco Symphony 201 Van Ness Ave San Francisco CA 94102 None PC CIVIV, COMMUNITY, ARTS 100000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 None PC K-12 Education Reform 601263 Sponsors For Educational Opportunity 55 Exchange Place New York NY 10005 None PC K-12 Education Reform 125000 St Anthony Foundation 150 Golden Gate Avenue San Francisco CA 94102 None PC Human Services 100000 St Michael the Archangel Church 75-5769 Alii Drive Kallua Kona HI 96740 None PC CIVIC, COMMUNITY 25000 Stanford University 434 Galvez Mall Stanford CA 94305 None PC K-12 Education Reform 100000 Summit Public Schools 900 Island Dr Suite 203 Redwood City CA 94063 None PC K-12 Education Reform 500000 Teach for America 25 Broadway 12th Floor New York NY 10004 None PC K-12 Education Reform 1010103 The J Gladstone Institutes 1650 Owens Street San Francisco CA 94158 None PC Human Services 100000 The Roberts Enterprise Development Fund 2 Embarcadero Center Suite 650 San Francisco CA 94111 None PC Human Services 250000 The University Of Arizona 1303 E University Blvd Box 3 Tucson AZ 85719 None PC Human Services 100000 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 None PC Human Services 1665157 TNTP 186 Joralemon St Suite 300 Brooklyn NY 11201 None PC K-12 Education Reform 250000 University of Washington Foundation 12455 Collections Drive Chicago IL 60693 None PC K-12 Education Reform 100000 Voices College-Bound Language Academy 14271 Story Road San Jose CA 95127 None PC K-12 Education Reform 600000 Wayfinder Foundation 110 2nd St South 228 Waite Park MN 56376 None PC K-12 Education Reform 300000 Year Up Boston 45 Milk Street 9th Floor Boston MA 02109 None PC Human Services 250000 Ross Valley Charter School 102 Marinda Drive Fairfax CA 94930 None PC K-12 Education Reform 2500 19805339 ACE Charter Schools 1100 Shasta Avenue San Jose CA 95126 None PC K-12 Education Reform 100000 Alliance for College-Ready Public Schools 601 S Figueroa Street 4th Floor Los Angeles CA 90017 None PC K-12 Education Reform 200000 Alzheimer's Drug Discovery Foundation 57 West 57th Street Suite 904 New York NY 10014 None PC Human Services 1004979 Charter School Growth Fund 10901 W 120th Ave Suite 450 Broomfield CO 80021 None POF K-12 Education Reform 600000 Community Housing Partnership 20 Jones Street Suite 200 San Francisco CA 94102 None PC Human Services 200000 Golden Gate Parks ConservancyPresidio Tunnel Tops 201 Fort Mason San Francisco CA 94123 None PC PRESIDIO TUNNEL TOPS PROJECT 1333000 Great School Choices 342 East 119th Street Apt 3A New York NY 10035 None PC K-12 Education Reform 50000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 None PC Human Services 200000 Nantucket Cottage Hospital 57 Prospect Street Nantucket MA 02554 None PC Human Services 4000000 National Alliance for Public Charter School 1101 Fifteenth St NW Suite 1010 Washington DC 20005 None PC K-12 Education Reform 600000 New Venture Fund 1201 Connecticut Ave NW Suite 300 Washington DC 20036 None PC K-12 Education Reform 200000 Oakland Public Education Fund 1000 Broadway Suite 300 Oakland CA 94607 None PC K-12 Education Reform 200000 Pacific Charter School Development 600 Wilshire Blvd Suite 200 Los Angeles CA 90017 None PC K-12 Education Reform 2670000 Relay Graduate School of Education 40 West 20th Street 7th Floor New York NY 10011 None PC K-12 Education Reform 175000 Silicon Schools Fund 827 Broadway Suite 300 Oakland CA 94607 None PC K-12 Education Reform 1800000 Sponsors for Educational Opportunity (SEO) 55 Exchange Place New York NY 10005 None PC K-12 Education Reform 500000 Tipping Point Community 220 Montgomery Street Suite 850 San Francisco CA 94104 None PC Human Services 10000000 23832979 14 53530 14 4264966 18 16202794 GAAP DEFERRED EXCISE TAX ADJUSTMENT 01 2289728 22811018 22811018 false false false false false false false false false false X X 1 CHARLES AND HELEN SCHWAB 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 40009946 X 1 884,100 SHS CHARLES SCHWAB CORP. 40009946 2018-11-28 ACCOUNTING AND BOOKKEEPING 96866 88588 AUDIT AND TAX PREPARATION 38525 38525 THE FOUNDATIN WAS INCORPORATED IN DELAWARE. THERE IS NO FILING REQUIREMENT WITH DELAWARE ATTORNEY GENERAL. 9,741,229 SHS CHARLES SCHWAB 413883139 413883139 REVIEW OF CONTRACTS AND AGREEMENTS 3380 3380 PRI - SCHOOLZILLA 250000 250000 250000 UNREALIZED LOSS ON INVESTMENTS 105906517 BANK CHARGES 85 85 INSURANCE 18522 18522 CONFERENCE REGISTRATION 6262 6262 HARDWARE, SOFTWARE & EQUIPMENT 16941 13437 OFFICE SUPPLIES 5732 3175 PAYROLL PROCESSING 6988 6988 POSTAGE & DELIVERY 2008 1501 STAFF PROFESSIONAL DEVELOPMENT 5951 5654 DOCUMENT STORAGE 540 540 TELECOMMUNICATIONS 734 674 FILING FEES 676 676 MEETING COSTS 2026 1368 DUES AND SUBSCRIPTION 522 522 GAAP DEFERRED EXCISE TAX ADJUSTMENT 2289728 DEFERRED EXCISE TAX LIABILITY 7951993 5662266 INFORMATION TECHNOLOGY 39063 36738 OTHER PROFESSIONAL FEES 4400 0 EXCISE TAX 415000