2018-11-14T15:21:48-06:00 2017-12-31 KPMG LLP 1225 17th Street Suite 800 Denver CO 80202 990PF 2017-01-01 943192615 CHARLES SCHWAB FOUNDATION % MARK KELLER CHAR 7208953400 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 MICHAEL CANADY TREASURER 7208953400 2018-11-08 Tucker Gorden P00645750 3032962323 2018-11-13 167.68.102.5 84033620183185000072 2018-11-14 P F2D41F4F57AC342EB854C81DF37A86D14966A94A E721F215D098684FE42F855968F5F9373B4DFB3D 2017 2019-02-21 02:37:17Z X 6612717 X 8125792 1540 1540 64452 64452 0 8191784 65992 0 27868 0 0 28213 36767 0 0 73767 277581 285562 4715 60933 34 55375 407864 34 0 442917 8915030 5797291 9322894 34 0 6240208 -1131110 65958 3190439 5096875 5096875 1430 6 6 1360214 1515836 1515836 4552083 6612717 6612717 45326 5524 591266 3375490 63563 362045 700155 3743059 X 3851928 2869658 3851928 2869658 4552083 6612717 3851928 -1131110 149543 2870361 703 2869658 false 4751476 4760086 0.998191 5719087 4331987 1.320199 4432092 3471791 1.276601 4217893 2453490 1.71914 5017189 2696900 1.860354 7.174485 1.434897 6890277 9886838 660 9887498 6240208 1319 1319 1319 1141 2000 3141 1822 1822 false false false 0 0 0 false false false false true true CA true false false false false true MARK KELLER 7208953400 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 false false false true false false false false false false false false false false false false false false false false false false CARRIE SCHWAB-POMERANTZ 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 CHAIR & PRESIDENT 20.0 0 0 0 BERNIE CLARK 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 BOARD OF DIRECTOR 1.0 0 0 0 STEVE ANDERSON 9875 SCHWAB WAY CORPORATE TAX LONE TREE CA 80124 BOARD OF DIRECTOR 1.0 0 0 0 Terri R Kallsen 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 BOARD OF DIRECTOR 1.0 0 0 0 Helen H Loh 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 BOARD OF DIRECTOR 1.0 0 0 0 J Scott Rhoades 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 Board of Director 3.0 0 0 0 PAUL WOOLWAY 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 BOARD OF DIRECTOR 3.0 0 0 0 MICHAEL CANADY 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 TREASURER 3.0 0 0 0 Jane E Fry 9875 SCHWAB WAY CORPORATE TAX LONE TREE CA 80124 Secretary 3.0 0 0 0 R Scott McMillen 9875 SCHWAB WAY CORPORATE TAX LONE TREE CA 80124 Asst. Secretary 3.0 0 0 0 Catherine Casey 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 Board of Director 1.0 0 0 0 SAGE PARTNERS 1562 MASONIC AVE SAN FRANCISCO CA 94117 CONSULTING 129450 EverFi 4th Floor WASHINGTON DC 20007 Consulting 92460 1460122 5535083 0 6995205 0 6995205 104928 6890277 344514 344514 1319 1319 343195 343195 343195 6240208 0 0 0 0 6240208 6240208 343195 0 2015 2014 2013 0 4884160 4095520 4259030 5503210 4514087 23256007 6240208 0 343195 5897013 29153020 0 0 0 0 4884160 24268860 4095520 4259030 5503210 4514087 5897013 NONE NONE Charles Schwab Foundation 211 Main Street 16th Floor San Francisco CA 94105 7208953400 See PDF attachment for additional information. See PDF attachment for additional information. See PDF attachment for additional information. ATTACHMENT 17A 211 Main Street 16th Floor ATTN Direct Grants Program San Francisco CA 94105 VARIOUS 1798896 ATTACHMENT 17B 211 Main Street 16th Floor ATTN Direct Grants Program San Francisco CA 94105 VARIOUS 3998395 5797291 ATTACHMENT 17C 211 Main Street 16th Floor ATTN Direct Grants Program San Francisco CA 94105 VARIOUS 3228355 3228355 14 1540 14 64452 65992 65992 N/A N/A false false false false false false false false false false X X 1 CHARLES SCHWAB CO INC 9875 SCHWAB WAY CORPORATE TAX LONE TREE CO 80124 8125792 X ACCOUNTING FEES 36767 73767 SCHWAB 1000 FUND 1041490 1041490 RIDGEWORTH US GOVT BOND FUNDS 474346 474346 LEGAL FEES 27869 28213 PY TRUE-UP FOR ACTUAL TAXES PAID 703 MEMBERSHIP DUES 46200 46200 BANK FEES 8590 34 3032 MISCELLANEOUS 6143 6143 UNREALIZED GAIN ON INVESTMENTS 149543 MATCHING GIFT PAYABLE 26298 358812 DEFERRED FEDERAL EXCISE TAXES 247 3233 EMPLOYEE CONTRIBUTION CLEARING 37018 PROFESSIONAL SERVICE FEES 277581 285562 FEDERAL EXCISE TAX 4715