Civic Intelligence

Donor Advised Charitable Giving Inc

990T • Fiscal year 2023 • EIN 31-1640316

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization Profilewww.schwabcharitable.org

View Organization Page

9800 Schwab Way CO S QueisertLone Tree, CO 80124

(800) 746-6216

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v7.0
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
Schwab Charitable Fund
EIN
31-1640316
Phone
8007466216
Address
9800 SCHWAB WAY CO S QUEISERT, LONE TREE, CO 80124

Signing Officer

Name
Stephanie Queisert
Title
Chief Financial Officer
Phone
8007466216
Signed
2024-05-09
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 Appendix106 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/CapitalGainNetIncomeAmt03892830
IRS1120ScheduleD/Form4797GainOrLossAmt03014174
IRS1120ScheduleD/NetCapitalGainAmt03892830
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt03892830
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0878656
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0878656
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0INCOME FROM PASSTHROUGH
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0878656
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0STEPHANIE QUEISERT
IRS990T/BooksInCareOfDetail/PhoneNum08007466216
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09800 SCHWAB WAY C/O STEPHANIE QUEI
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LONE TREE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd080124
IRS990T/BookValueAssetsEOYAmt031640075723
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0145977
IRS990T/ExtsnRequestIncomeTaxPaidAmt0500000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0317269
IRS990T/OverpaymentSection/OverpaymentAmt0317269
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt012706556
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt093165
IRS990TScheduleA/CapitalGainNetIncomeAmt03892830
IRS990TScheduleA/NetOperatingLossDeductionAmt05843073
IRS990TScheduleA/OtherDeductionsAmt0160942
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt066619
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0227561
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03638572
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt07531402
IRS990TScheduleA/TotUnrltTrdBusIncmAmt07531402
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PASS-THROUGHS
IRS990TScheduleA/UBIBeforeNOLDedAmt07303841
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01460768
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0275896
IRS990T/TaxLessCreditsAmt0275896
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0593165
IRS990T/TotalTaxAmt0275896
IRS990T/TotalTaxComputationAmt0275896
IRS990T/TotalUBTIAmt01313791
IRS990T/TotalUBTIBeforeNOLSpecificAmt01314791
IRS990T/TotalUBTIBeforeSection199AAmt01314791
IRS990T/TotalUBTIComputedAmt01460768
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE QUEISERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08007466216
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0311640316
ReturnHeader/Filer/PhoneNum08007466216
ReturnHeader/Filer/USAddress/AddressLine1Txt09800 SCHWAB WAY CO S QUEISERT
ReturnHeader/Filer/USAddress/CityNm0LONE TREE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
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/ReturnTs02024-05-13T11:04:29-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUEISERT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Facts 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