Charles And Helen Schwab Foundation

Organization Overview

Charles And Helen Schwab Foundation is located in San Francisco, CA. The organization was established in 2001. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.

For the year ending 12/2019, Charles And Helen Schwab Foundation generated $11.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (23.4%) each year. All expenses for the organization totaled $24.6m during the year ending 12/2019. You can explore the organizations financials more deeply in the financial statements section below.

Since 2016, Charles And Helen Schwab Foundation has awarded 322 individual grants totaling $162,622,944. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990PF Filing

TAX YEAR

2019

Describe the Organization's Program Activity:

Part 3 - Line 4a

SEE ATTACHMENT A


SEE ATTACHMENT B


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
C Alexander Group Llc
$69,810
Metis Partner Solutions Llc
$73,998
View All Vendors

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $54,136
Dividends & Interest $6,639,406
Net Rental Income$0
Net Gain on Sale of Assets $4,518,392
Capital Gain Net Income $4,518,392
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $981
Total Revenue $11,212,915

Grants Awarded

Over the last fiscal year, Charles And Helen Schwab Foundation has awarded $46,518,180 in support to 100 organizations.

Grant RecipientAmount

TIPPING POINT COMMUNITY

Org PageRecipient Profile

San Francisco, CA

PURPOSE: HUMAN SERVICES

$11,650,000

NANTUCKET COTTAGE HOSPITAL

PURPOSE: HUMAN SERVICES

$2,017,511

NANTUCKET COTTAGE HOSPITAL

PURPOSE: HUMAN SERVICES

$1,982,489

CHILD MIND INSTITUTE

Org PageRecipient Profile

New York, NY

PURPOSE: HUMAN SERVICES

$1,775,000

CHARTER SCHOOL GROWTH FUND

PURPOSE: K-12 EDUCATION REFORM

$1,600,000

PACIFIC CHARTER SCHOOL DEVELOPMENT

Org PageRecipient Profile

Los Angeles, CA

PURPOSE: K-12 EDUCATION REFORM

$1,363,424
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Charles And Helen Schwab Foundation has recieved totaling $190,000.

Awarding OrganizationAmount
The Oakland Public Education Fund

Oakland, CA

PURPOSE: FUND THE OAKLAND REACH

$190,000
View Grant Recipient Profile

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