CHARLES AND HELEN SCHWAB FOUNDATION
Cite this
Plain text CHARLES AND HELEN SCHWAB FOUNDATION. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/charles-and-helen-schwab-foundation-943374170. Retrieved 2026-10-30.
APA furp.org. (n.d.). CHARLES AND HELEN SCHWAB FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 30, 2026, from https://furp.org/org/charles-and-helen-schwab-foundation-943374170
MLA “CHARLES AND HELEN SCHWAB FOUNDATION.” furp.org, tax years 2014–2024, https://furp.org/org/charles-and-helen-schwab-foundation-943374170. Accessed 30 Oct. 2026.
Retrieved 2026-10-30; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $14.1M · expenses $34.7M · assets $542.3M
- EIN
- 94-3374170
- Address
- 201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105-1880
- Website
- www.schwabfoundation.org
- NTEE code
- B82
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- January 2001 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Christopher Nelson | EXECUTIVE DIRECTOR | 2022-2024 | $735,625 | $1,998,162 | 1 |
| Erin Gilbert | SENIOR PRGM OFFICER | 2014-2024 | $295,112 | $1,996,512 | 1 |
| Emily Merrill | SENIOR PRGM OFFICER | 2022-2024 | $294,011 | $647,025 | 1 |
| Nathalie Lowenthal-Savy | OPERATIONS MANAGER | 2021-2024 | $186,323 | $605,505 | 1 |
| Gina Jackson | EXECUTIVE ASSISTANT | 2022-2024 | $180,216 | $489,712 | 1 |
| Joseph Shook | PROGRAM OFFICER | 2024 | $166,387 | $166,387 | 1 |
| Kristi Kimball (former) | Former Executive Director | 2014-2022 | $408,330 | $3,333,050 | 1 |
| Dianne Barney (former) | Treasurer - CYPT (1/1 - 2/28) | 2014 | $135,390 | $135,390 | 1 |
| Olga Kirill Zhukova (former) | EXECUTIVE ASSISTANT | 2021 | $69,898 | $69,898 | 1 |
Officers and directors, no compensation reported
9 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Charles R Schwab | CFO & Treasurer | 2014-2024 | 1 | $0 reported | 1 |
| Katie Schwab Paige | BOARD CHAIR,PRESIDENT,TRUSTEE | 2014-2024 | 2 | $0 reported | 1 |
| Matt Wilsey | Secretary & Trustee | 2015-2024 | 1 | $0 reported | 1 |
| Catherine Molnar | ASSISTANT TREASURER | 2014-2024 | 1 | $0 reported | 1 |
| April Chou | Trustee | 2022-2024 | 1 | $0 reported | 1 |
| Tomiquia Moss | Trustee | 2022-2024 | 1 | $0 reported | 1 |
| Haley Schwab | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Helen O Schwab (former) | PRESIDENT | 2014-2021 | 1 | $0 reported | 1 |
| Nancy Bechtle (former) | SECRETARY & TRUSTEE | 2014-2021 | 1 | $0 reported | 1 |
People by year
2024 · 13 people listed · 6 paid, $1.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER NELSON | EXECUTIVE DIRECTOR | 40 | $657,377 | - | $78,248 | $735,625 | 1 |
| ERIN GILBERT | SENIOR PRGM OFFICER | 40 | $240,071 | - | $55,041 | $295,112 | 1 |
| EMILY MERRILL | SENIOR PRGM OFFICER | 40 | $218,246 | - | $75,765 | $294,011 | 1 |
| NATHALIE LOWENTHAL-SAVY | OPERATIONS MANAGER | 40 | $159,994 | - | $26,329 | $186,323 | 1 |
| GINA JACKSON | EXECUTIVE ASSISTANT | 40 | $163,685 | - | $16,531 | $180,216 | 1 |
| JOSEPH SHOOK | PROGRAM OFFICER | 40 | $127,981 | - | $38,406 | $166,387 | 1 |
| CHARLES R SCHWAB | CFO & Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | BOARD CHAIR,PRESIDENT,TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | Secretary & Trustee | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | ASSISTANT TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| April Chou | Trustee | 1 | $0 | - | $0 | $0 | 1 |
| Tomiquia Moss | Trustee | 1 | $0 | - | $0 | $0 | 1 |
| HALEY SCHWAB | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 11 people listed · 5 paid, $1.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Nelson | Executive Director | 40 | $632,308 | - | $63,842 | $696,150 | 1 |
| EMILY MERRILL | SENIOR PGRM OFFICER | 40 | $210,000 | - | $63,136 | $273,136 | 1 |
| ERIN GILBERT | SENIOR PGRM MANAGER | 40 | $206,440 | - | $50,367 | $256,807 | 1 |
| GINA JACKSON | EXECUTIVE ASSISTANT | 40 | $157,029 | - | $14,887 | $171,916 | 1 |
| NATHALIE LOWENTHAL-SAVY | GRANTS MANAGER | 40 | $146,428 | - | $19,802 | $166,230 | 1 |
| CHARLES R SCHWAB | CFO & Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | BOARD CHAIR,PRESIDENT,TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | Secretary & Trustee | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | ASSISTANT TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| April Chou | Trustee | 1 | $0 | - | $0 | $0 | 1 |
| Tomiquia Moss | Trustee | 1 | $0 | - | $0 | $0 | 1 |
2022 · 12 people listed · 6 paid, $1.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Nelson | Executive Director | 40 | $511,962 | - | $54,425 | $566,387 | 1 |
| Kristi Kimball | Former Executive Director | 0 | $408,330 | - | $0 | $408,330 | 1 |
| ERIN GILBERT | SENIOR PGRM OFFICER | 40 | $243,115 | - | $42,393 | $285,508 | 1 |
| NATHALIE LOWENTHAL-SAVY | GRANTS MANAGER | 40 | $147,978 | - | $19,180 | $167,158 | 1 |
| GINA JACKSON | EXECUTIVE ASSISTANT | 40 | $123,725 | - | $13,855 | $137,580 | 1 |
| EMILY MERRILL | SENIOR PGRM OFFICER | 40 | $63,077 | - | $16,801 | $79,878 | 1 |
| CHARLES R SCHWAB | CFO & Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | BOARD CHAIR, PRESIDENT, TRUSTE | 2 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | Secretary & Trustee | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | ASSISTANT TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| April Chou | Trustee | 1 | $0 | - | $0 | $0 | 1 |
| Tomiquia Moss | Trustee | 1 | $0 | - | $0 | $0 | 1 |
2021 · 10 people listed · 4 paid, $840K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $488,360 | - | $19,500 | $507,860 | 1 |
| ERIN GILBERT | PROGRAM OFFICER | 40 | $137,453 | - | $38,756 | $176,209 | 1 |
| NATHALIE LOWENTHAL-SAVY | GRANTS MANAGER | 40 | $85,051 | - | $743 | $85,794 | 1 |
| OLGA KIRILL ZHUKOVA | EXECUTIVE ASSISTANT | 34 | $62,340 | - | $7,558 | $69,898 | 1 |
| CHARLES R SCHWAB | CFO & Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | BOARD CHAIR, PRESIDENT, TRUSTE | 1 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | Secretary & Trustee | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | ASSISTANT TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | SECRETARY & TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 8 people listed · 2 paid, $590K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $360,163 | - | $47,077 | $407,240 | 1 |
| ERIN GILBERT | ADMIN DIRECTOR | 40 | $154,769 | - | $28,243 | $183,012 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | GRANTS CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | BOARD MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | DIRECTOR & SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
2019 · 8 people listed · 2 paid, $542K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $330,387 | - | $43,379 | $373,766 | 1 |
| ERIN GILBERT | ADMIN DIRECTOR | 40 | $146,373 | - | $22,202 | $168,575 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | GRANTS CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | DIRECTOR & SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | BOARD MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
2018 · 8 people listed · 2 paid, $498K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $307,066 | - | $40,797 | $347,863 | 1 |
| ERIN GILBERT | ADMIN DIRECTOR | 40 | $133,064 | - | $16,820 | $149,884 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | GRANTS CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | DIRECTOR & SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | BOARD MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
2017 · 8 people listed · 2 paid, $488K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $308,831 | - | $39,461 | $348,292 | 1 |
| ERIN GILBERT | ADMIN DIRECTOR | 40 | $126,930 | - | $12,826 | $139,756 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | GRANTS CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | DIRECTOR & SECRETART | 1 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | BOARD MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
2016 · 8 people listed · 2 paid, $492K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $314,531 | - | $40,027 | $354,558 | 1 |
| ERIN GILBERT | ADMIN DIRECTOR | 0 | $125,732 | - | $11,586 | $137,318 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | GRANTS CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | DIRECTOR & SECRETART | 1 | $0 | - | $0 | $0 | 1 |
| MATT WILSEY | BOARD MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CATHERINE MOLNAR | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
2015 · 8 people listed · 2 paid, $461K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| kristi kimball | executive director | 40 | $306,763 | - | $24,000 | $330,763 | 1 |
| ERIN GILBERT | ADMIN DIRECTOR | 40 | $117,470 | - | $12,558 | $130,028 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATIE SCHWAB PAIGE | trustee | 1 | $0 | - | $0 | $0 | 1 |
| NANCY BECHTLE | secretary | 1 | $0 | - | $0 | $0 | 1 |
| matt wilsey | trustee | 1 | $0 | - | $0 | $0 | 1 |
| catherine a molnar | treasurer | 2 | $0 | - | $0 | $0 | 1 |
2014 · 8 people listed · 3 paid, $464K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTI KIMBALL | EXECUTIVE DIRECTOR | 40 | $242,840 | - | $11,538 | $254,378 | 1 |
| Dianne Barney | Treasurer - CYPT (1/1 - 2/28) | 40 | $125,699 | - | $9,691 | $135,390 | 1 |
| ERIN MARTHA GILBERT | 0 | 40 | $74,303 | - | - | $74,303 | 1 |
| HELEN O SCHWAB | PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| CHARLES R SCHWAB | CHAIRMAN | 1 | $0 | - | - | $0 | 1 |
| KATIE SCHWAB PAIGE | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| NANCY BECHTLE | DIRECTOR AND SECRETARY | 1 | $0 | - | - | $0 | 1 |
| CATHERINE A MOLNAR | TREASURER (3/1 - 12/31) | 2 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
2024 · 4 contractors · $461K
| Name | Location | Service | Paid |
|---|---|---|---|
| BAKER TILLY ADVISORY GROUP LP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $241,655 |
| DC STRATEGIES | PARKER, CO | Consultation | $88,200 |
| ALEIGH SOLUTIONS | NEW ORLEANS, LA | Consultation | $80,850 |
| MARTHA MONTAG BROWN & ASSOCIATES LLC | PASADENA, CA | CONSULTATION | $50,365 |
2023 · 4 contractors · $446K
| Name | Location | Service | Paid |
|---|---|---|---|
| Seiler LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $204,981 |
| ALEIGH SOLUTIONS | NEW ORLEANS, LA | Consultation | $99,111 |
| DC STRATEGIES | PARKER, CO | Consultation | $90,475 |
| NONPROFIT HR SOLUTIONS LLC | WASHINGTON, DC | CONSULTATION | $51,600 |
2022 · 5 contractors · $814K
| Name | Location | Service | Paid |
|---|---|---|---|
| Redstone Strategy Group LLC | BOULDER, CO | Strategic Planning | $324,310 |
| Seiler LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $211,709 |
| The 360 Consulting Group | SAN FRANCISCO, CA | Recruiting Services | $108,000 |
| DC Strategies | PARKER, CO | Consultation | $90,958 |
| ALEIGH SOLUTIONS | NEW ORLEANS, LA | Consultation | $79,097 |
2021 · 3 contractors · $396K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $157,553 |
| Adler & Colvin | SAN FRANCISCO, CA | Legal Services | $155,406 |
| The 360 Consulting Group | SAN FRANCISCO, CA | RECRUITING SERVICES | $82,567 |
2020 · 2 contractors · $199K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $130,007 |
| MAVEN RECRUITING GROUP LLC | SAN FRANCISCO, CA | RECRUITING SERVICES | $68,693 |
2019 · 1 contractor · $117K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $117,013 |
2018 · 1 contractor · $117K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $116,692 |
2017 · 1 contractor · $135K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $134,960 |
2016 · 1 contractor · $91K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $91,310 |
2015 · 1 contractor · $62K
| Name | Location | Service | Paid |
|---|---|---|---|
| METIS PARTNER SOLUTIONS LLC | SAN FRANCISCO, CA | PROFESSIONAL SERVICE | $61,641 |
2014 · 2 contractors · $144K
| Name | Location | Service | Paid |
|---|---|---|---|
| METIS PARTNER SOLUTIONS LLC | SAN FRANCISCO, CA | PROFESSIONAL SERVICE | $73,998 |
| C ALEXANDER GROUP LLC | AUSTIN, TX | CONSULTING SERVICES | $69,810 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 96 grants to organizations · $34.8M
Listed grants add up to $34,755,389; the return's “grants paid” expense line says $31,009,909. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 90 grants to organizations · $33.1M
Listed grants add up to $33,065,074; the return's “grants paid” expense line says $40,875,089. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 85 grants to organizations · $29.6M
Listed grants add up to $29,637,500; the return's “grants paid” expense line says $23,065,763. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 89 grants to organizations · $56.0M
Listed grants add up to $55,971,500; the return's “grants paid” expense line says $65,697,552. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 88 grants to organizations · $27.0M
Listed grants add up to $26,986,901; the return's “grants paid” expense line says $25,652,963. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 75 grants to organizations · $37.2M
Listed grants add up to $37,220,879; the return's “grants paid” expense line says $22,950,031. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 58 grants to organizations · $19.8M
Listed grants add up to $19,805,339; the return's “grants paid” expense line says $28,729,250. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 60 grants to organizations · $29.3M
Listed grants add up to $29,272,018; the return's “grants paid” expense line says $34,906,638. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 60 grants to organizations · $19.3M
Listed grants add up to $19,270,428; the return's “grants paid” expense line says $20,297,499. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 1 grant to organizations · $15.7M
Listed grants add up to $15,717,859; the return's “grants paid” expense line says $13,538,965. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 1 grant to organizations · $11.2M
Listed grants add up to $11,233,809; the return's “grants paid” expense line says $19,920,006. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2021 · 1 contributor · $22.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Stanford University | Person | Redwood City, CA | $22,390,004 | - | Form 990PF Sch. B, 2021 · filing |
2018 · 1 contributor · $40.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CHARLES AND HELEN SCHWAB | Person | SAN FRANCISCO, CA | $40,009,946 | $40,009,946 | Form 990PF Sch. B, 2018 · filing |
2015 · 1 contributor · $40.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Charles and Helen Schwab | Person | San Francisco, CA | $40,134,840 | $40,007,370 | Form 990PF Sch. B, 2015 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $14,126,433 | $34,685,401 | $542,266,970 | $519,677,504 | $0 | - | $662,200 | - | - |
| 2023 · Form 990PF | ||||||||
| $20,486,799 | $43,510,541 | $531,977,043 | $508,356,518 | $0 | - | $632,500 | - | - |
| 2022 · Form 990PF | ||||||||
| $42,556,908 | $26,402,819 | $647,981,236 | $630,833,035 | $0 | - | $930,676 | - | - |
| 2021 · Form 990PF | ||||||||
| $120,025,754 | $70,396,344 | $691,573,201 | $667,080,118 | $22,390,004 | - | $462,773 | - | - |
| 2020 · Form 990PF | ||||||||
| $23,176,888 | $26,840,043 | $471,169,589 | $458,615,836 | $0 | - | $353,596 | - | - |
| 2019 · Form 990PF | ||||||||
| $11,212,915 | $24,647,793 | $447,745,348 | $432,214,037 | $0 | - | $330,712 | - | - |
| 2018 · Form 990PF | ||||||||
| $62,820,964 | $29,927,503 | $422,143,206 | $391,726,580 | $40,009,946 | - | $307,388 | - | - |
| 2017 · Form 990PF | ||||||||
| $15,810,868 | $37,663,483 | $487,477,327 | $464,739,636 | $0 | - | $319,363 | - | - |
| 2016 · Form 990PF | ||||||||
| $13,592,652 | $21,702,204 | $400,407,014 | $385,213,897 | $0 | - | $316,243 | - | - |
| 2015 · Form 990PF | ||||||||
| $42,419,370 | $14,638,081 | $353,778,341 | $340,035,815 | $40,134,840 | - | $306,763 | - | - |
| 2014 · Form 990PF | ||||||||
| $12,234,865 | $21,394,594 | $301,999,669 | $286,239,379 | $0 | - | $314,526 | - | - |
Funders of this organization
1 grantor reported grants to this organization, $190,000 in all, tax years 2018 to 2018. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THE OAKLAND PUBLIC EDUCATION FUND | Public charity | Exact | 2018 | 1 | $190,000 | 2018 | $190,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES FOUNDATION | CA | B82 | $15,407,015 | $20,368,449 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| POINT FOUNDATION | CA | B82 | $9,129,129 | $7,443,481 | EXECUTIVE DIRECTOR & CEO | $379,030 | Same NTEE code B82, revenue within 2x, same state |
| MAKING WAVES FOUNDATION INC | CA | B82 | $19,058,104 | $19,295,816 | CHIEF EXECUTIVE OFFICER | $336,013 | Same NTEE code B82, revenue within 2x, same state |
| ORANGE COAST COLLEGE FOUNDATION | CA | B82 | $15,274,289 | $6,349,026 | Executive Director (Left 12/31/2024) | $285,174 | Same NTEE code B82, revenue within 2x, same state |
| NEW ENDEAVOR FOUNDATION | CA | B82 | $18,753,174 | $176,247 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| JACK H BROWN FAMILY FOUNDATION | CA | B82 | $13,506,046 | $2,039,432 | Secretary | $50,000 | Same NTEE code B82, revenue within 2x, same state |
| THE SANTA MONICA COLLEGE FOUNDATION | CA | B82 | $7,723,486 | $4,058,910 | DIRECTOR | $498,479 | Same NTEE code B82, revenue within 2x, same state |
| RONALD M SIMON FAMILY FOUNDATION | CA | B82 | $12,750,797 | $10,078,913 | PRESIDENT | $347,306 | Same NTEE code B82, revenue within 2x, same state |
| THE RODDENBERRY FOUNDATION | CA | B82 | $7,214,220 | $5,884,371 | C.E.O. | $387,733 | Same NTEE code B82, revenue within 2x, same state |
| BREAKTHROUGH PRIZE FOUNDATION | CA | B82 | $25,836,917 | $35,684,674 | CHIEF OF STAFF | $393,940 | Same NTEE code B82, revenue within 2x, same state |
| FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY | CA | B82 | $13,434,181 | $2,113,129 | DIRECTOR (EX OFFICIO) | $431,163 | Same NTEE code B82, revenue within 2x, same state |
| FUDAN UNIVERSITY EDUCATION DEVELOPMENT FOUNDATION | CA | B82 | $10,733,558 | $3,149,507 | CHAIRMAN, DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| PORT OF LOS ANGELES HIGH SCHOOL | CA | B82 | $19,091,410 | $18,872,240 | SENIOR DIRECTOR OF DEVELOPMENT | $216,359 | Same NTEE code B82, revenue within 2x, same state |
| BASIC FUND | CA | B82 | $12,189,550 | $9,964,545 | CHIEF ADVANCEMENT OFFICER | $205,800 | Same NTEE code B82, revenue within 2x, same state |
| THRIVE SCHOLARS | CA | B82 | $16,967,734 | $18,829,859 | CHIEF EXECUTIVE OFFICER UNTIL 08/24 | $433,801 | Same NTEE code B82, revenue within 2x, same state |
| LA PROMISE FUND | CA | B82 | $19,838,433 | $21,944,660 | CEO/PRESIDENT | $319,289 | Same NTEE code B82, revenue within 2x, same state |
| OAKLAND PROMISE | CA | B82 | $17,832,558 | $17,616,167 | CEO | $381,970 | Same NTEE code B82, revenue within 2x, same state |
| SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS | CA | B82 | $16,238,316 | $15,733,813 | CHIEF EXECUTIVE OFFICER | $348,073 | Same NTEE code B82, revenue within 2x, same state |
| CB AND FRAN CARTER FOUNDATION | TX | B82 | $8,361,846 | $467,313 | TRUSTEE | $30,930 | Same NTEE code B82, revenue within 2x |
| SIGMA CHI FOUNDATION | IL | B82 | $14,971,831 | $11,651,886 | Executive Director | $203,091 | Same NTEE code B82, revenue within 2x |
| ALFOND SCHOLARSHIP FOUNDATION | ME | B82 | $7,603,728 | $7,468,297 | President/CEO | $203,587 | Same NTEE code B82, revenue within 2x |
| MITER CHARITABLE FOUNDATION | PA | B82 | $7,418,600 | $4,025,118 | CHAIRMAN | $0 | Same NTEE code B82, revenue within 2x |
| ALVAREZ CHARITABLE FOUNDATION INC | NY | B82 | $8,339,405 | $2,960,054 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x |
| CIGNA FOUNDATION | PA | B82 | $12,590,382 | $15,931,336 | MEMBER OF BOARD | $0 | Same NTEE code B82, revenue within 2x |
| CARESOUTH CARES FOUNDATION | LA | B82 | $13,088,141 | $71,833 | Board President | $0 | Same NTEE code B82, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $34,685,401 spent · pay $2,116,154 · grants $31,009,909 · events $73,411
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $31,009,909 | 89.4% | |
| Other salaries and wages | $1,038,585 | 3.0% | |
| Pay: officers, directors, trustees | $662,200 | 1.9% | |
| Taxes | $515,433 | 1.5% | |
| Pension plans and employee benefits | $415,369 | 1.2% | |
| Fees: other professional | $298,211 | 0.9% | |
| Fees: accounting | $261,403 | 0.8% | |
| Other expenses | $220,438 | 0.6% | |
| Occupancy | $186,415 | 0.5% | |
| Travel, conferences and meetings | $73,411 | 0.2% | |
| Fees: legal | $2,515 | 0.0% | |
| Printing and publications | $1,512 | 0.0% | |
| Total | $34,685,401 | 100% |
2023 · Form 990PF · $43,510,541 spent · pay $1,651,366 · grants $40,875,089 · events $27,909
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $40,875,089 | 93.9% | |
| Other salaries and wages | $720,954 | 1.7% | |
| Pay: officers, directors, trustees | $632,500 | 1.5% | |
| Fees: other professional | $341,681 | 0.8% | |
| Pension plans and employee benefits | $297,912 | 0.7% | |
| Taxes | $264,200 | 0.6% | |
| Fees: accounting | $232,548 | 0.5% | |
| Other expenses | $107,908 | 0.2% | |
| Travel, conferences and meetings | $27,909 | 0.1% | |
| Fees: legal | $8,435 | 0.0% | |
| Printing and publications | $1,405 | 0.0% | |
| Total | $43,510,541 | 100% |
2022 · Form 990PF · $26,402,819 spent · pay $1,779,002 · grants $23,065,763 · events $21,058
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $23,065,763 | 87.4% | |
| Pay: officers, directors, trustees | $930,676 | 3.5% | |
| Taxes | $628,000 | 2.4% | |
| Other salaries and wages | $617,533 | 2.3% | |
| Fees: other professional | $559,778 | 2.1% | |
| Pension plans and employee benefits | $230,793 | 0.9% | |
| Fees: accounting | $228,352 | 0.9% | |
| Other expenses | $107,740 | 0.4% | |
| Travel, conferences and meetings | $21,058 | 0.1% | |
| Fees: legal | $11,532 | 0.0% | |
| Printing and publications | $1,594 | 0.0% | |
| Total | $26,402,819 | 100% |
2021 · Form 990PF · $70,396,344 spent · pay $871,295 · grants $65,697,552 · events $1,840
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $65,697,552 | 93.3% | |
| Taxes | $2,979,852 | 4.2% | |
| Pay: officers, directors, trustees | $462,773 | 0.7% | |
| Other salaries and wages | $299,803 | 0.4% | |
| Other expenses | $288,373 | 0.4% | |
| Fees: accounting | $201,655 | 0.3% | |
| Fees: legal | $193,169 | 0.3% | |
| Fees: other professional | $161,341 | 0.2% | |
| Pension plans and employee benefits | $108,719 | 0.2% | |
| Travel, conferences and meetings | $1,840 | 0.0% | |
| Printing and publications | $1,267 | 0.0% | |
| Total | $70,396,344 | 100% |
2020 · Form 990PF · $26,840,043 spent · pay $673,165 · grants $25,652,963 · events $2,587
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $25,652,963 | 95.6% | |
| Pay: officers, directors, trustees | $353,596 | 1.3% | |
| Other salaries and wages | $225,010 | 0.8% | |
| Taxes | $217,000 | 0.8% | |
| Fees: accounting | $154,162 | 0.6% | |
| Pension plans and employee benefits | $94,559 | 0.4% | |
| Other expenses | $60,536 | 0.2% | |
| Fees: other professional | $44,414 | 0.2% | |
| Fees: legal | $29,214 | 0.1% | |
| Printing and publications | $6,002 | 0.0% | |
| Travel, conferences and meetings | $2,587 | 0.0% | |
| Total | $26,840,043 | 100% |
2019 · Form 990PF · $24,647,793 spent · pay $591,444 · grants $22,950,031 · events $21,332
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $22,950,031 | 93.1% | |
| Taxes | $807,766 | 3.3% | |
| Pay: officers, directors, trustees | $330,712 | 1.3% | |
| Other salaries and wages | $171,196 | 0.7% | |
| Fees: accounting | $145,208 | 0.6% | |
| Pension plans and employee benefits | $89,536 | 0.4% | |
| Other expenses | $61,772 | 0.3% | |
| Fees: other professional | $55,878 | 0.2% | |
| Travel, conferences and meetings | $21,332 | 0.1% | |
| Fees: legal | $13,182 | 0.1% | |
| Printing and publications | $1,180 | 0.0% | |
| Total | $24,647,793 | 100% |
2018 · Form 990PF · $29,927,503 spent · pay $511,451 · grants $28,729,250 · events $20,243
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $28,729,250 | 96.0% | |
| Taxes | $415,000 | 1.4% | |
| Pay: officers, directors, trustees | $307,388 | 1.0% | |
| Fees: accounting | $135,391 | 0.5% | |
| Other salaries and wages | $133,204 | 0.4% | |
| Pension plans and employee benefits | $70,859 | 0.2% | |
| Other expenses | $66,987 | 0.2% | |
| Fees: other professional | $43,463 | 0.1% | |
| Travel, conferences and meetings | $20,243 | 0.1% | |
| Fees: legal | $3,380 | 0.0% | |
| Printing and publications | $1,213 | 0.0% | |
| Occupancy | $1,125 | 0.0% | |
| Total | $29,927,503 | 100% |
2017 · Form 990PF · $37,663,483 spent · pay $515,539 · grants $34,906,638 · events $29,677
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $34,906,638 | 92.7% | |
| Taxes | $1,870,969 | 5.0% | |
| Pay: officers, directors, trustees | $319,363 | 0.8% | |
| Fees: accounting | $157,211 | 0.4% | |
| Other salaries and wages | $131,569 | 0.3% | |
| Fees: other professional | $101,831 | 0.3% | |
| Pension plans and employee benefits | $64,607 | 0.2% | |
| Other expenses | $61,866 | 0.2% | |
| Travel, conferences and meetings | $29,677 | 0.1% | |
| Fees: legal | $18,691 | 0.0% | |
| Printing and publications | $1,061 | 0.0% | |
| Total | $37,663,483 | 100% |
2016 · Form 990PF · $21,702,204 spent · pay $514,664 · grants $20,297,499 · events $28,743
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,297,499 | 93.5% | |
| Taxes | $982,541 | 4.5% | |
| Pay: officers, directors, trustees | $316,243 | 1.5% | |
| Fees: accounting | $132,967 | 0.6% | |
| Other salaries and wages | $126,485 | 0.6% | |
| Fees: other professional | $122,749 | 0.6% | |
| Pension plans and employee benefits | $71,936 | 0.3% | |
| Travel, conferences and meetings | $28,743 | 0.1% | |
| Fees: legal | $17,537 | 0.1% | |
| Printing and publications | $1,095 | 0.0% | |
| Other expenses | -$395,591 | -1.8% | |
| Total | $21,702,204 | 100% |
2015 · Form 990PF · $14,638,081 spent · pay $465,535 · grants $13,538,965 · events $13,816
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $13,538,965 | 92.5% | |
| Taxes | $425,309 | 2.9% | |
| Pay: officers, directors, trustees | $306,763 | 2.1% | |
| Fees: accounting | $133,961 | 0.9% | |
| Other salaries and wages | $117,470 | 0.8% | |
| Fees: other professional | $44,927 | 0.3% | |
| Pension plans and employee benefits | $41,302 | 0.3% | |
| Fees: legal | $38,830 | 0.3% | |
| Travel, conferences and meetings | $13,816 | 0.1% | |
| Printing and publications | $540 | 0.0% | |
| Other expenses | -$23,802 | -0.2% | |
| Total | $14,638,081 | 100% |
2014 · Form 990PF · $21,394,594 spent · pay $445,017 · grants $19,920,006 · events $25,611
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $19,920,006 | 93.1% | |
| Taxes | $739,129 | 3.5% | |
| Pay: officers, directors, trustees | $314,526 | 1.5% | |
| Fees: accounting | $134,443 | 0.6% | |
| Other salaries and wages | $76,258 | 0.4% | |
| Fees: legal | $69,133 | 0.3% | |
| Pension plans and employee benefits | $54,233 | 0.3% | |
| Fees: other professional | $51,065 | 0.2% | |
| Travel, conferences and meetings | $25,611 | 0.1% | |
| Other expenses | $6,419 | 0.0% | |
| Printing and publications | $3,771 | 0.0% | |
| Total | $21,394,594 | 100% |
Trademarks
1 US trademark, 1 live.
- Charles and Helen Schwab Foundation 1 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| CHARLES AND HELEN SCHWAB FOUNDATION | 78046684 | 2001-02-05 | Registered and renewed | TRTDXFAP, file of 2025-10-26 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments