Charles and Helen Schwab Foundation
California
Registered In
12/08/2000
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Charles and Helen Schwab Foundation at 201 Mission ST STE 1950, San Francisco, Ca 94105 lists Catherine Schwab Paige and Charles R. Schwab of San Francisco, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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David Levitt
Individual Agent
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135 MAIN ST FL 20TH, SAN FRANCISCO, CA 94105
(View Past Addresses)
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Catherine Schwab Paige
CEO
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201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105
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Charles R. Schwab
Chief Financial Officer
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201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105
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Matt Wilsey
Secretary
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201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105
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Christopher Nelson
Other
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201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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201 MISSION ST STE 1950, SAN FRANCISCO, CA 94105
(Mailing)
View Map
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Financials
Financial Information for Charles and Helen Schwab Foundation
Form 5500
CHARLES & HELEN SCHWAB FOUNDATION
201 Mission Street, Suite 1950, San Francisco, Ca 94105 (415) 795-4920 EIN:94-3374170 Plan Admin:Christopher Nelson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$839,665 / $1,038,414 | 2023 | THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN - Plan #001 | 9 / 9 | $839,665 / $1,038,414 |
| 2022 | Plan NameTHE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$887,409 / $839,665 | 2022 | THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN - Plan #001 | 6 / 9 | $887,409 / $839,665 |
| 2021 | Plan NameTHE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$673,811 / $887,409 | 2021 | THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN - Plan #001 | 4 / 6 | $673,811 / $887,409 |
| 2020 | Plan NameTHE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$676,710 / $673,811 | 2020 | THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN - Plan #001 | 6 / 4 | $676,710 / $673,811 |
| 2019 | Plan NameTHE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$495,594 / $676,710 | 2019 | THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN - Plan #001 | 5 / 6 | $495,594 / $676,710 |
Benefit & Retirement Plans based on Form 5500.
Form 990
CHARLES AND HELEN SCHWAB FOUNDATION
201 Mission ST STE 1950, San Francisco, Ca 94105-1880 EIN:94-3374170 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Scholarships & Student Financial Aid| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps Contributions$0 Revenue$42,556,908 Expenses$26,402,819 Assets EOY$647,981,236 Liabilities$17,148,201 | 2022 | $0 | $42,556,908 | $26,402,819 | $647,981,236 | $17,148,201 | |
| 2021 | # of Emps Contributions$22,390,004 Revenue$120,025,754 Expenses$70,396,344 Assets EOY$691,573,201 Liabilities$24,493,083 | 2021 | $22,390,004 | $120,025,754 | $70,396,344 | $691,573,201 | $24,493,083 | |
| 2020 | # of Emps Contributions$0 Revenue$23,176,888 Expenses$26,840,043 Assets EOY$471,169,589 Liabilities$12,553,753 | 2020 | $0 | $23,176,888 | $26,840,043 | $471,169,589 | $12,553,753 | |
| 2019 | # of Emps Contributions$0 Revenue$11,212,915 Expenses$24,647,793 Assets EOY$447,745,348 Liabilities$15,531,311 | 2019 | $0 | $11,212,915 | $24,647,793 | $447,745,348 | $15,531,311 |
Tax Returns based on Form 990 & 990N.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
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