Nonprofit · EIN 94-3374170
CHARLES AND HELEN SCHWAB FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $14,126,433 | $34,685,401 | -$20,558,968 | $542,266,970 | $22,589,466 | $519,677,504 |
| December 31, 2023 | 990-PF | $20,486,799 | $43,510,541 | -$23,023,742 | $531,977,043 | $23,620,525 | $508,356,518 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $7,561,821
- Interest
- $1,400,733
- Net gain from sales of assets
- $5,163,879
Expenses
- Grants and similar amounts paid
- $31,009,909
- Compensation of officers, directors and key employees
- $662,200
- Salaries, compensation and benefits (total)
- $1,038,585
- Disbursements for charitable purposes
- $37,594,661
- Excise tax on investment income
- $196,365
Balance sheet and other
- Total assets, start of year
- $531,977,043
- Total assets, end of year
- $542,266,970
- Total liabilities, end of year
- $22,589,466
- Net assets, end of year
- $519,677,504
- Fair market value of assets
- $542,266,970
- Qualifying distributions
- $37,734,090
- Net investment income
- $14,127,043
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER NELSON 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | EXECUTIVE DIRECTOR | 40 | $657,377 | $78,248 |
| ERIN GILBERT 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | SENIOR PRGM OFFICER Highest-paid employee | 40 | $240,071 | $55,041 |
| EMILY MERRILL 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | SENIOR PRGM OFFICER Highest-paid employee | 40 | $218,246 | $75,765 |
| GINA JACKSON 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $163,685 | $16,531 |
| NATHALIE LOWENTHAL-SAVY 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | OPERATIONS MANAGER Highest-paid employee | 40 | $159,994 | $26,329 |
| JOSEPH SHOOK 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | PROGRAM OFFICER Highest-paid employee | 40 | $127,981 | $38,406 |
| CHARLES R SCHWAB 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | CFO & Treasurer | 1 | $0 | $0 |
| KATIE SCHWAB PAIGE 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | BOARD CHAIR,PRESIDENT,TRUSTEE | 2 | $0 | $0 |
| MATT WILSEY 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Secretary & Trustee | 1 | $0 | $0 |
| CATHERINE MOLNAR 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | ASSISTANT TREASURER | 1 | $0 | $0 |
| April Chou 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Trustee | 1 | $0 | $0 |
| Tomiquia Moss 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Trustee | 1 | $0 | $0 |
| HALEY SCHWAB 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Christopher Nelson 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Executive Director | 40 | $632,308 | $63,842 |
| EMILY MERRILL 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | SENIOR PGRM OFFICER Highest-paid employee | 40 | $210,000 | $63,136 |
| ERIN GILBERT 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | SENIOR PGRM MANAGER Highest-paid employee | 40 | $206,440 | $50,367 |
| GINA JACKSON 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $157,029 | $14,887 |
| NATHALIE LOWENTHAL-SAVY 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | GRANTS MANAGER Highest-paid employee | 40 | $146,428 | $19,802 |
| CHARLES R SCHWAB 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | CFO & Treasurer | 1 | $0 | $0 |
| KATIE SCHWAB PAIGE 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | BOARD CHAIR,PRESIDENT,TRUSTEE | 2 | $0 | $0 |
| MATT WILSEY 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Secretary & Trustee | 1 | $0 | $0 |
| CATHERINE MOLNAR 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | ASSISTANT TREASURER | 1 | $0 | $0 |
| April Chou 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Trustee | 1 | $0 | $0 |
| Tomiquia Moss 201 MISSION STREET SUITE 1950, SAN FRANCISCO, CA 94105 | Trustee | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105-1880
- In care of
- % CHRISTOPHER NELSON
- Signed the 990-PF
- Christopher Nelson, EXECUTIVE DIRECTOR
- Phone
- (415) 795-4920
- Website
- www.schwabfoundation.org
- Return prepared by
- Baker Tilly Advisory Group LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3374170 or by the name CHARLES AND HELEN SCHWAB FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3374170
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $542,266,970
- Income (IRS master file)
- $40,454,834
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $14,126,433 | $34,685,401 | $542,266,970 | IRS |
| 990-PF | December 2023 | $20,486,799 | $43,510,541 | $531,977,043 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3374170).
Questions about CHARLES AND HELEN SCHWAB FOUNDATION
- What is the EIN of CHARLES AND HELEN SCHWAB FOUNDATION?
- The employer identification number (EIN) of CHARLES AND HELEN SCHWAB FOUNDATION is 94-3374170.
- Is CHARLES AND HELEN SCHWAB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CHARLES AND HELEN SCHWAB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND HELEN SCHWAB FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND HELEN SCHWAB FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES AND HELEN SCHWAB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLES AND HELEN SCHWAB FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 6 received compensation from the organization, the highest $657,377 (CHRISTOPHER NELSON, EXECUTIVE DIRECTOR).
- How much revenue does CHARLES AND HELEN SCHWAB FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,126,433, expenses of $34,685,401 and total assets of $542,266,970 at year end.
Other nonprofits in SAN FRANCISCO
- UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION EIN 94-2829914 · last filed 990 for 2025
- UNIVERSITY OF SAN FRANCISCO EIN 94-1156628 · last filed 990 for 2025
- SHINE BC-LA EIN 84-3947799 · last filed 990 for 2025
- WIKIMEDIA FOUNDATION ORG EIN 20-0049703 · last filed 990 for 2025
- KIPP FOUNDATION EIN 94-3362724 · last filed 990 for 2025
- CALIFORNIA COLLEGE OF THE ARTS EIN 94-1156485 · last filed 990 for 2025
- FIVE KEYS SCHOOLS AND PROGRAMS EIN 81-0622701 · last filed 990 for 2025
- BRILLIANT CORNERS EIN 56-2379862 · last filed 990 for 2025