2015-11-02T12:55:07-06:00 2014-12-31 GRANT THORNTON LLP 515 S FLOWER ST 7TH FLOOR LOS ANGELES CA 90071 990PF 2014-01-01 943374170 CHARLES AND HELEN SCHWAB FOUNDATION % KRISTI KIMBALL CHAR 4157954920 201 Mission Street San Francisco CA 94105 KRISTI KIMBALL EXECUTIVE DIRECTOR 4157954920 2015-08-17 true ROSEMARIE BROWN P01278077 2136271717 2015-11-15 2014 2016-03-07 17:11:31Z X 301999669 X 0 X 822 822 2413862 2413862 9820181 9849232 9820181 12234865 12234865 314526 355072 76258 76258 54233 46527 69133 0 0 69170 134443 0 0 129048 51065 41970 739129 25611 20657 3771 3771 6419 14649 1474588 0 0 757122 19920006 11233809 21394594 0 0 11990931 -9159729 12234865 5736768 10092318 10092318 264518530 291360702 291360702 543160 543189 543189 17604 3460 3460 270816062 301999669 301999669 53931 29285 1473666 10089446 5207687 5641559 6735284 15760290 X 264080778 286239379 264080778 286239379 270816062 301999669 264080778 -9159729 31395150 286316199 76820 286239379 STOCK DISPOSITION 2014-05-19 1818625 5997 1812628 1812628 STOCK DISPOSITION 2014-11-06 1450215 4117 1446098 1446098 STOCK DISPOSITION 2014-11-07 6580392 18937 6561455 6561455 9820181 false 12738675 149942887 0.084957 9557679 149287572 0.064022 850898 144361048 0.005894 12479170 194902487 0.064028 18454885 226749646 0.081389 0.30029 0.060058 276733654 16620070 122349 16742419 11990931 244697 244697 244697 245644 245644 947 947 false false false false true false false true true CA DE true false false false false true WWW.SCHWABFOUNDATION.ORG KRISTI KIMBALL 4157954920 201 MISSION STREET San Francisco CA 94105 false false false false 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 San Francisco CA 94105 PRESIDENT 1.0 0 CHARLES R SCHWAB 201 Mission Street San Francisco CA 94105 CHAIRMAN 1.0 0 KATIE SCHWAB PAIGE 201 Mission Street San Francisco CA 94105 DIRECTOR 1.0 0 NANCY BECHTLE 201 Mission Street San Francisco CA 94105 DIRECTOR AND SECRETARY 1.0 0 KRISTI KIMBALL 201 Mission Street San Francisco CA 94105 EXECUTIVE DIRECTOR 40.0 242840 11538 CATHERINE A MOLNAR 201 Mission Street San Francisco CA 94105 TREASURER (3/1 - 12/31) 2.0 0 Dianne Barney 201 Mission Street San Francisco CA 94105 Treasurer - CYPT (1/1 - 2/28) 40.0 125699 9691 ERIN MARTHA GILBERT 201 MISSION STREET SUITE 1950 SAN FRANCISCO CA 94105 0 40.0 74303 C ALEXANDER GROUP LLC 1821 ASHBY AVENUE AUSTIN TX 78704 CONSULTING SERVICES 69810 METIS PARTNER SOLUTIONS LLC 649 MISSION STREET SUITE 500 SAN FRANCISCO CA 94105 PROFESSIONAL SERVICE 73998 274726771 6221101 0 280947872 0 280947872 4214218 276733654 13836683 13836683 244697 244697 13591986 13591986 13591986 11990931 0 0 0 0 11990931 11990931 13591986 0 2012 2011 2010 0 7175773 3092160 0 2349642 5373283 17990858 11990931 0 11990931 0 1601055 1601055 16389803 0 0 0 0 5574718 10815085 3092160 0 2349642 5373283 NONE NONE X SEE ATTACHMENT C 201 MISSION STREET SAN FRANCISCO CA 94105 Human Services, K-12 Education Reform, Trustee Grant 11233809 11233809 SEE ATTACHMENT D 201 MISSION STREET SAN FRANCISCO CA 94105 HUMAN SERVICES, K-12 EDUCATION REFORM, TRUSTEE GRANT 10269000 10269000 14 822 14 2413862 18 9820181 12234865 12234865 false false false false false false false false false false ACCOUNTING FEES 134443 129048 Decision Science LLC 1638 R Street NW Suite 3000 Washington DC 20009 2014-11-01 500000 Create an interactive display of finance/performance data by school in 3 CA key districts 86580 NO 03/31/2015 2015-04-28 Good Schoolzilla 180 Grand Avenue Suite 935 Oakland CA 94612 2013-11-01 95000 To support the annual user conference for Schoolzilla's free data platform for schools 95000 NO 03/31/2015 2015-04-29 Good Achievement Network 225 Friend Street Suite 704 Boston MA 02114 2014-11-04 500000 Sharing best practices for common core implementation among districts and charters 100000 NO 3/31/2015 2015-05-05 Good 9,650,901 SHS CHARLES SCHWAB 291360702 291360702 PROGRAM-RELATED INVESTMENTS 250000 250000 RESTRICTED MONEY MARKET FUNDS 293189 293189 LEGAL FEES 69133 69170 PREPAID EXP AND OTHER ASSETS 17604 3460 3460 IN-KIND CONTRIBUTIONS 76820 ANNUAL DUES 11698 11698 BANK CHARGES 3432 3432 BENEFITS PROCESSING 4173 4860 CASUALTY INSURANCE 12549 12549 CONFERENCE REGISTRATION 3052 3052 DATASAFE-DOCUMENT STORAGE 3316 3772 GENERAL LIAB & PROPERTY INS 7052 14078 HARDWARE, SOFTWARE & EQUIPMENT 12758 13568 MEETINGS WITH GRANTEES & OTHER 1859 1859 OCCUPANCY-STORAGE UNIT 382 382 OFFICE SUPPLIES 2659 2659 PAYROLL PROCESSING 6420 5579 POSTAGE & DELIVERY 2322 2414 RECRUITING COSTS 22000 22000 STAFF PROFESSIONAL DEVELOPMENT 1946 1946 TELECOMMUNICATIONS 1176 1176 TEMPORARY EMPLOYEES 14651 14651 AMORTIZATION OF CREDIT SUPPORT -105026 -105026 UNREALIZED LOSS ON INVESTMENTS 26592993 IN-KIND CONTRIBUTIONS 76820 ADJUSTMENT DUE TO DONATED STOCK 4725337 OTHER ACCRUED LIABILITIES 68407 75441 ACCRUED PAYROLL ACCRUED VACATION FLEXIBLE SPENDING PLAN DEFERRED EXCISE TAX LIABILITY 4482869 5014733 ACCRUED PENSION GRANTS ADVANCE EXCISE TAX CREDIT SUPPORT AGREEMENT 656411 551385 OTHER PROFESSIONAL FEES 51065 41970 CURRENT EXCISE TAX 179677 DEFERRED EXCISE TAX 531863 PAYROLL TAX 27589