Civic Intelligence

Schwab Charitable Fund

EIN 31-1640316 • 501(c)3 • San Francisco, CA

View Organization Page

Profile

At Schwab Charitable, our mission is to increase charitable giving in the United States by offering advantageous ways to give useful information and unbiased guidance.

211 Main Street CO S QueisertSan Francisco, CA 94105

www.schwabcharitable.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

24th percentile

$914,841

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1B+ nonprofits • Source year 2024

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Using 2022 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$26,434,828,018

Up $870,850,391 (+3.4%) from 2021

Liabilities

Up

$37,521,653

Up $124,646 (+0.3%) from 2021

Net Assets

Up

$26,397,306,365

Up $870,725,745 (+3.4%) from 2021

Operations
Liabilities / Revenue5th percentileNet Margin84th percentile

Revenue

Up

$10,074,660,178

Up $2,801,594,310 (+39%) from 2021

Expenses

Up

$4,800,912,221

Up $1,010,574,564 (+27%) from 2021

Net Income

Up

$5,273,747,957

Up $1,791,019,746 (+51%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30B$20B$10B$0Assets 2016: $8,077,436,907Liabilities 2016: $19,193,812Net Assets 2016: $8,058,243,0952016Assets 2017: $10,634,353,155Liabilities 2017: $17,739,525Net Assets 2017: $10,616,613,6302017Assets 2018: $12,912,865,793Liabilities 2018: $17,336,941Net Assets 2018: $12,895,528,8522018Assets 2019: $15,316,830,044Liabilities 2019: $105,838,209Net Assets 2019: $15,210,991,8352019Assets 2020: $17,157,797,480Liabilities 2020: $26,225,773Net Assets 2020: $17,131,571,7072020Assets 2021: $25,563,977,627Liabilities 2021: $37,397,007Net Assets 2021: $25,526,580,6202021Assets 2022: $26,434,828,018Liabilities 2022: $37,521,653Net Assets 2022: $26,397,306,3652022

Latest loaded filing

2022

Assets$26,434,828,018
Liabilities$37,521,653
Net Assets$26,397,306,365
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15B$10B$5.0B$0Revenue 2016: $2,018,516,668Expenses 2016: $1,198,758,599Net Income 2016: $819,758,0692016Revenue 2017: $3,147,045,622Expenses 2017: $1,595,320,832Net Income 2017: $1,551,724,7902017Revenue 2018: $3,465,939,041Expenses 2018: $1,916,641,526Net Income 2018: $1,549,297,5152018Revenue 2019: $4,558,510,409Expenses 2019: $2,524,294,424Net Income 2019: $2,034,215,9852019Revenue 2020: $4,885,079,278Expenses 2020: $3,353,115,616Net Income 2020: $1,531,963,6622020Revenue 2021: $7,273,065,868Expenses 2021: $3,790,337,657Net Income 2021: $3,482,728,2112021Revenue 2022: $10,074,660,178Expenses 2022: $4,800,912,221Net Income 2022: $5,273,747,9572022

Latest loaded filing

2022

Revenue$10,074,660,178
Expenses$4,800,912,221
Net Income$5,273,747,957
Open 2022 Filing

Filings

Most recent year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26,435$37.5$26,397$10,075$4,801$5,274
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25,564$37.4$25,527$7,273$3,790$3,483
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$17,158$26.2$17,132$4,885$3,353$1,532
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15,317$106$15,211$4,559$2,524$2,034
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12,913$17.3$12,896$3,466$1,917$1,549
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10,634$17.7$10,617$3,147$1,595$1,552
2016Detailed filing. Detailed filing data is available for this year.$8,077$19.2$8,058$2,019$1,199$820
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

At Schwab Charitable, our mission is to increase charitable giving in the United States by offering advantageous ways to give useful information and unbiased guidance.

Filing and Contact Details

Filer

Filer Name
Donor Advised Charitable Giving Inc
EIN
31-1640316
Phone
8007466216
Address
211 MAIN STREET CO S QUEISERT, SAN FRANCISCO, CA 94105

Signing Officer

Name
Stephanie Queisert
Title
Chief Financial Officer
Phone
8007466216
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1015 2ND AVENUE SUITE 500, SEATTLE, WA 98104-1126
Preparer
Jane M Searing
Phone
2067167000
Raw XML Appendix102 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt08715648
IRS1120ScheduleD/Form4797GainOrLossAmt07758157
IRS1120ScheduleD/NetCapitalGainAmt08715648
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt08715648
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0957491
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0957491
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0INCOME FROM PASSTHROUGH
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0957491
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0STEPHANIE QUEISERT
IRS990T/BooksInCareOfDetail/PhoneNum08007466216
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09800 SCHWAB WAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LONE TREE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd080124
IRS990T/BookValueAssetsEOYAmt041110879271
IRS990T/CharitableContributionsDedAmt0961929
IRS990T/ExtsnRequestIncomeTaxPaidAmt05100000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NameChangeInd0X
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt03599223
IRS990T/OverpaymentSection/OverpaymentAmt03599223
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt07447790
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt0317269
IRS990TScheduleA/CapitalGainNetIncomeAmt08715648
IRS990TScheduleA/NetOperatingLossDeductionAmt07447790
IRS990TScheduleA/OtherDeductionsAmt059945
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt089625
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0149570
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt08502004
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt017217652
IRS990TScheduleA/TotUnrltTrdBusIncmAmt017217652
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PASS-THROUGHS
IRS990TScheduleA/UBIBeforeNOLDedAmt017068082
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt09620292
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01818046
IRS990T/TaxLessCreditsAmt01818046
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt05417269
IRS990T/TotalTaxAmt01818046
IRS990T/TotalTaxComputationAmt01818046
IRS990T/TotalUBTIAmt08657363
IRS990T/TotalUBTIBeforeNOLSpecificAmt08658363
IRS990T/TotalUBTIBeforeSection199AAmt08658363
IRS990T/TotalUBTIComputedAmt09620292
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE QUEISERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08007466216
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONOR ADVISED CHARITABLE GIVING INC
ReturnHeader/Filer/BusinessNameControlTxt0DONO
ReturnHeader/Filer/EIN0311640316
ReturnHeader/Filer/PhoneNum08007466216
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 MAIN STREET CO S QUEISERT
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01015 2ND AVENUE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041126
ReturnHeader/PreparerPersonGrp/PhoneNum02067167000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M SEARING
ReturnHeader/ReturnTs02025-05-14T17:17:16-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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