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Employer Identification Number 31-1640316

SCHWAB CHARITABLE FUND is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:SCHWAB CHARITABLE FUND
Employer identification number (EIN):31-1640316
EIN Issuing AuthoritySmall Business Administration SBA Unit
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration SCHWAB CHARITABLE FUND 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationCalifornia, CA

Organization Overview

Mission StatementOperating a donor advised charitable giving program that provides useful information, unbiased guidance and advantageous ways to give.
Number of Employees0
Number of Volunteers0
Year Formed1999

Organization Governance

Legal DomicileCA
Voting Members - Governing Body6
Voting Members - Independent5

Organization Financials

2023-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 1,313,791
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 318,447,837
Investment Income from current yearUSD $ 332,023,499
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 7,651,350,396
Net assets / fund balances at end of fiscal yearUSD $ 31,571,291,102
Net assets / fund balances at beginning of fiscal yearUSD $ 26,397,306,365
Total liabilities at end of fiscal yearUSD $ 68,784,621
Total liabilities at beginning of fiscal yearUSD $ 37,521,653
Total assets at end of fiscal yearUSD $ 31,640,075,723
Total assets at beginning of fiscal yearUSD $ 26,434,828,018
Revenues less expenses for current yearUSD $ 2,488,434,647
Revenues less expenses for previous yearUSD $ 5,273,747,957
Total expenses for current yearUSD $ 5,162,915,749
Total expenses for previous yearUSD $ 4,800,912,221
Other expenses in current yearUSD $ 77,742,762
Other expenses in previous yearUSD $ 69,203,115
Total fundraising expenses in current yearUSD $ 10,483,708
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 30,182,550
Employee salary and benefits paid in previous yearUSD $ 23,807,743
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 5,054,990,437
Grants and similar amounts paid in previous yearUSD $ 4,707,901,363
Total revenue in current fiscal yearUSD $ 7,651,350,396
Total revenue in previous fiscal yearUSD $ 10,074,660,178
Contributions and grants from current yearUSD $ 7,319,326,897
Contributions and grants from previous yearUSD $ 9,756,212,341
2022-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 286,960
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 145,124,084
Investment Income from current yearUSD $ 318,447,837
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 10,074,660,178
Net assets / fund balances at end of fiscal yearUSD $ 26,397,306,365
Net assets / fund balances at beginning of fiscal yearUSD $ 25,526,580,620
Total liabilities at end of fiscal yearUSD $ 37,521,653
Total liabilities at beginning of fiscal yearUSD $ 37,397,007
Total assets at end of fiscal yearUSD $ 26,434,828,018
Total assets at beginning of fiscal yearUSD $ 25,563,977,627
Revenues less expenses for current yearUSD $ 5,273,747,957
Revenues less expenses for previous yearUSD $ 3,482,728,211
Total expenses for current yearUSD $ 4,800,912,221
Total expenses for previous yearUSD $ 3,790,337,657
Other expenses in current yearUSD $ 69,203,115
Other expenses in previous yearUSD $ 49,446,925
Total fundraising expenses in current yearUSD $ 5,921,692
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 23,807,743
Employee salary and benefits paid in previous yearUSD $ 18,830,087
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 4,707,901,363
Grants and similar amounts paid in previous yearUSD $ 3,722,060,645
Total revenue in current fiscal yearUSD $ 10,074,660,178
Total revenue in previous fiscal yearUSD $ 7,273,065,868
Contributions and grants from current yearUSD $ 9,756,212,341
Contributions and grants from previous yearUSD $ 7,127,941,784
2021-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 0
Net assets / fund balances at end of fiscal yearUSD $ 70,160
Total liabilities at end of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 70,160
Revenues less expenses for current yearUSD $ 0
Total expenses for current yearUSD $ 0
Other expenses in current yearUSD $ 0
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 0
Contributions and grants from current yearUSD $ 0
2021-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 158,400,812
Investment Income from current yearUSD $ 145,124,084
Other Revenue from prior yearUSD $ 2,369
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 7,273,065,868
Net assets / fund balances at end of fiscal yearUSD $ 25,526,580,620
Net assets / fund balances at beginning of fiscal yearUSD $ 17,131,571,707
Total liabilities at end of fiscal yearUSD $ 37,397,007
Total liabilities at beginning of fiscal yearUSD $ 26,225,773
Total assets at end of fiscal yearUSD $ 25,563,977,627
Total assets at beginning of fiscal yearUSD $ 17,157,797,480
Revenues less expenses for current yearUSD $ 3,482,728,211
Revenues less expenses for previous yearUSD $ 1,531,963,662
Total expenses for current yearUSD $ 3,790,337,657
Total expenses for previous yearUSD $ 3,353,115,616
Other expenses in current yearUSD $ 49,446,925
Other expenses in previous yearUSD $ 39,459,055
Total fundraising expenses in current yearUSD $ 6,262,518
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 18,830,087
Employee salary and benefits paid in previous yearUSD $ 16,300,866
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 3,722,060,645
Grants and similar amounts paid in previous yearUSD $ 3,297,355,695
Total revenue in current fiscal yearUSD $ 7,273,065,868
Total revenue in previous fiscal yearUSD $ 4,885,079,278
Contributions and grants from current yearUSD $ 7,127,941,784
Contributions and grants from previous yearUSD $ 4,726,676,097
2020-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 193,620,725
Investment Income from current yearUSD $ 158,400,812
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 2,369
Gross receipts from all sourcesUSD $ 4,885,079,278
Net assets / fund balances at end of fiscal yearUSD $ 17,131,571,707
Net assets / fund balances at beginning of fiscal yearUSD $ 15,210,991,835
Total liabilities at end of fiscal yearUSD $ 26,225,773
Total liabilities at beginning of fiscal yearUSD $ 105,838,209
Total assets at end of fiscal yearUSD $ 17,157,797,480
Total assets at beginning of fiscal yearUSD $ 15,316,830,044
Revenues less expenses for current yearUSD $ 1,531,963,662
Revenues less expenses for previous yearUSD $ 2,034,215,985
Total expenses for current yearUSD $ 3,353,115,616
Total expenses for previous yearUSD $ 2,524,294,424
Other expenses in current yearUSD $ 39,459,055
Other expenses in previous yearUSD $ 33,851,199
Total fundraising expenses in current yearUSD $ 5,761,082
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 16,300,866
Employee salary and benefits paid in previous yearUSD $ 12,254,794
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 3,297,355,695
Grants and similar amounts paid in previous yearUSD $ 2,478,188,431
Total revenue in current fiscal yearUSD $ 4,885,079,278
Total revenue in previous fiscal yearUSD $ 4,558,510,409
Contributions and grants from current yearUSD $ 4,726,676,097
Contributions and grants from previous yearUSD $ 4,364,889,684
Total of other revenueUSD $ 2,369
2019-06-30
Total unrelated business incomeUSD $ 273,978
Net unrelated business incomeUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 116,756,726
Investment Income from current yearUSD $ 193,620,725
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 4,558,510,409
Net assets / fund balances at end of fiscal yearUSD $ 15,210,991,835
Net assets / fund balances at beginning of fiscal yearUSD $ 12,895,528,852
Total liabilities at end of fiscal yearUSD $ 105,838,209
Total liabilities at beginning of fiscal yearUSD $ 17,336,941
Total assets at end of fiscal yearUSD $ 15,316,830,044
Total assets at beginning of fiscal yearUSD $ 12,912,865,793
Revenues less expenses for current yearUSD $ 2,034,215,985
Revenues less expenses for previous yearUSD $ 1,549,297,515
Total expenses for current yearUSD $ 2,524,294,424
Total expenses for previous yearUSD $ 1,916,641,526
Other expenses in current yearUSD $ 33,851,199
Other expenses in previous yearUSD $ 37,278,726
Total fundraising expenses in current yearUSD $ 6,006,554
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 12,254,794
Employee salary and benefits paid in previous yearUSD $ 9,570,572
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,478,188,431
Grants and similar amounts paid in previous yearUSD $ 1,869,792,228
Total revenue in current fiscal yearUSD $ 4,558,510,409
Total revenue in previous fiscal yearUSD $ 3,465,939,041
Contributions and grants from current yearUSD $ 4,364,889,684
Contributions and grants from previous yearUSD $ 3,349,182,315
2018-06-30
Total unrelated business incomeUSD $ 207,209
Net unrelated business incomeUSD $ -13,281
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 68,957,084
Investment Income from current yearUSD $ 116,756,726
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,465,939,041
Net assets / fund balances at end of fiscal yearUSD $ 12,895,528,852
Net assets / fund balances at beginning of fiscal yearUSD $ 10,616,613,630
Total liabilities at end of fiscal yearUSD $ 17,336,941
Total liabilities at beginning of fiscal yearUSD $ 17,739,525
Total assets at end of fiscal yearUSD $ 12,912,865,793
Total assets at beginning of fiscal yearUSD $ 10,634,353,155
Revenues less expenses for current yearUSD $ 1,549,297,515
Revenues less expenses for previous yearUSD $ 1,551,724,790
Total expenses for current yearUSD $ 1,916,641,526
Total expenses for previous yearUSD $ 1,595,320,832
Other expenses in current yearUSD $ 37,278,726
Other expenses in previous yearUSD $ 21,810,258
Total fundraising expenses in current yearUSD $ 4,400,163
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 9,570,572
Employee salary and benefits paid in previous yearUSD $ 8,346,727
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,869,792,228
Grants and similar amounts paid in previous yearUSD $ 1,565,163,847
Total revenue in current fiscal yearUSD $ 3,465,939,041
Total revenue in previous fiscal yearUSD $ 3,147,045,622
Contributions and grants from current yearUSD $ 3,349,182,315
Contributions and grants from previous yearUSD $ 3,078,088,538
2017-06-30
Total unrelated business incomeUSD $ -1,054,392
Net unrelated business incomeUSD $ -849,288
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 95,820,787
Investment Income from current yearUSD $ 68,957,084
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,147,045,622
Net assets / fund balances at end of fiscal yearUSD $ 10,616,613,630
Net assets / fund balances at beginning of fiscal yearUSD $ 8,058,243,095
Total liabilities at end of fiscal yearUSD $ 17,739,525
Total liabilities at beginning of fiscal yearUSD $ 19,193,812
Total assets at end of fiscal yearUSD $ 10,634,353,155
Total assets at beginning of fiscal yearUSD $ 8,077,436,907
Revenues less expenses for current yearUSD $ 1,551,724,790
Revenues less expenses for previous yearUSD $ 819,758,069
Total expenses for current yearUSD $ 1,595,320,832
Total expenses for previous yearUSD $ 1,198,758,599
Other expenses in current yearUSD $ 21,810,258
Other expenses in previous yearUSD $ 19,709,931
Total fundraising expenses in current yearUSD $ 3,314,818
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 8,346,727
Employee salary and benefits paid in previous yearUSD $ 7,216,451
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,565,163,847
Grants and similar amounts paid in previous yearUSD $ 1,171,832,217
Total revenue in current fiscal yearUSD $ 3,147,045,622
Total revenue in previous fiscal yearUSD $ 2,018,516,668
Contributions and grants from current yearUSD $ 3,078,088,538
Contributions and grants from previous yearUSD $ 1,922,695,881
2016-06-30
Total unrelated business incomeUSD $ 157,930
Net unrelated business incomeUSD $ 131,814
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 60,084,404
Investment Income from current yearUSD $ 95,820,787
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,018,516,668
Net assets / fund balances at end of fiscal yearUSD $ 8,058,243,095
Net assets / fund balances at beginning of fiscal yearUSD $ 7,520,206,261
Total liabilities at end of fiscal yearUSD $ 19,193,812
Total liabilities at beginning of fiscal yearUSD $ 9,200,442
Total assets at end of fiscal yearUSD $ 8,077,436,907
Total assets at beginning of fiscal yearUSD $ 7,529,406,703
Revenues less expenses for current yearUSD $ 819,758,069
Revenues less expenses for previous yearUSD $ 1,089,548,237
Total expenses for current yearUSD $ 1,198,758,599
Total expenses for previous yearUSD $ 1,079,216,044
Other expenses in current yearUSD $ 19,709,931
Other expenses in previous yearUSD $ 21,179,108
Total fundraising expenses in current yearUSD $ 3,492,333
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 7,216,451
Employee salary and benefits paid in previous yearUSD $ 5,691,790
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,171,832,217
Grants and similar amounts paid in previous yearUSD $ 1,052,345,146
Total revenue in current fiscal yearUSD $ 2,018,516,668
Total revenue in previous fiscal yearUSD $ 2,168,764,281
Contributions and grants from current yearUSD $ 1,922,695,881
Contributions and grants from previous yearUSD $ 2,108,679,877
2015-06-30
Total unrelated business incomeUSD $ 2,364,700
Net unrelated business incomeUSD $ 2,127,330
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 43,419,937
Investment Income from current yearUSD $ 60,084,404
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,168,764,281
Net assets / fund balances at end of fiscal yearUSD $ 7,520,206,261
Net assets / fund balances at beginning of fiscal yearUSD $ 6,427,856,765
Total liabilities at end of fiscal yearUSD $ 9,200,442
Total liabilities at beginning of fiscal yearUSD $ 9,357,602
Total assets at end of fiscal yearUSD $ 7,529,406,703
Total assets at beginning of fiscal yearUSD $ 6,437,214,367
Revenues less expenses for current yearUSD $ 1,089,548,237
Revenues less expenses for previous yearUSD $ 1,025,900,477
Total expenses for current yearUSD $ 1,079,216,044
Total expenses for previous yearUSD $ 832,408,761
Other expenses in current yearUSD $ 21,179,108
Other expenses in previous yearUSD $ 13,269,937
Total fundraising expenses in current yearUSD $ 2,216,284
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 5,691,790
Employee salary and benefits paid in previous yearUSD $ 4,749,518
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,052,345,146
Grants and similar amounts paid in previous yearUSD $ 814,389,306
Total revenue in current fiscal yearUSD $ 2,168,764,281
Total revenue in previous fiscal yearUSD $ 1,858,309,238
Contributions and grants from current yearUSD $ 2,108,679,877
Contributions and grants from previous yearUSD $ 1,814,889,301

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 311640316

USA Location Address
211 MAIN STREET
SAN FRANCISCO
CA
94105
Date first seen: 2007-01-01
Date last seen: 2025-06-30
USA Mailing Address
9800 SCHWAB WAY CO S QUEISERT
LONE TREE
CO
80124
Date first seen: 2011-01-01
Date last seen: 2025-06-30

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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