Civic Intelligence

Donor Advised Charitable Giving Inc

990 • Fiscal year 2021 • EIN 31-1640316

Dec 30, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization Profilewww.schwabcharitable.org

View Organization Page

211 Main StSan Francisco, CA 94105

(317) 507-7100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$70,160

Down $17,157,727,320 (-100%) from 2020

Net Assets

Down

$70,160

Down $17,131,501,547 (-100%) from 2020

Liabilities

Down

$0

Down $26,225,773 (-100%) from 2020

Revenue And Expenses

Revenue

Down

$0

Down $4,885,079,278 (-100%) from 2020

Expenses

Down

$0

Down $3,353,115,616 (-100%) from 2020

Net Income

Down

$0

Down $1,531,963,662 (-100%) from 2020

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: $70,160Liabilities 2021: $0Net Assets 2021: $70,1602021Assets 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

Highlighted filing

2021

Assets$70,160
Liabilities$0
Net Assets$70,160
Open 2021 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: $0Expenses 2021: $0Net Income 2021: $02021Revenue 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

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 30, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.2
Gross Receipts
$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.

Promote Philanthropy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$70,160-
Pd in Cap Srpls Land Bldg Eqp Fund-$70,160-
Total Assets$0$70,160▲ $70,160
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$70,160▲ $70,160
Total Liabilities and Net Assets / Fund Balance$0$70,160▲ $70,160
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeffrey J GatewoodTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Schwab Charitable Fund
EIN
31-1640316
In Care Of
% Jeffrey J Gatewood
Phone
3175077100
Address
211 Main St, San Francisco, CA 94105

Signing Officer

Name
Jeffrey J Gatewood
Title
Trustee
Phone
3175077100
Signed
2022-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey J Gatewood
Formed
2021
Legal Domicile
In
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
TB Consulting Inc
Address
247 Legends Creek Way 103, Indianapolis, IN 46229
Preparer
Paul L Blankenship
Phone
3172897511
Supplemental Narrative

Additional Explanations

Form 990, Part I, Section 1, Line 1

“Charitable Entity”

Raw XML Appendix240 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Promote Philanthropy
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jeffrey J Gatewood
IRS990/BooksInCareOfDetail/PhoneNum03175077100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07603 Cider Mill Court
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fishers
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046038
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt070160
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt00
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt00
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0None
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form720FiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeffrey J Gatewood
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Promote Philanthropy
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt070160
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt070160
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jeffrey J Gatewood
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/Total509Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charitable Entity
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Section 1, Line 1
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt070160
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt070160
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt070160
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070160
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07603 Cider Mill Court
IRS990/USAddress/CityNm0Fishers
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046038
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey J Gatewood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03175077100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schwab Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0311640316
ReturnHeader/Filer/InCareOfNm0% Jeffrey J Gatewood
ReturnHeader/Filer/PhoneNum03175077100
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 Main St
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201844860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TB Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0247 Legends Creek Way 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046229
ReturnHeader/PreparerPersonGrp/PhoneNum03172897511
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul L Blankenship
ReturnHeader/ReturnTs02022-04-21T12:06:39-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeffrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gatewood
ReturnHeader/TaxPeriodBeginDt02021-12-30
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,160
Liabilities
$0
Net assets
$70,160
Revenue
$0
Expenses
$0
Net income
$0
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
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
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
Peer Organizations

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