Civic Intelligence

Charles Schwab Corporation Foundation

990PF • Fiscal year 2020 • EIN 94-3192615

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
9875 Schwab Way Corporate TaxLone Tree, CO 80124

(720) 895-3400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.26x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.23x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

86%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$15,981,122

Up $5,763,355 (+56%) from 2019

Net Assets

Up

$11,876,883

Up $3,159,148 (+36%) from 2019

Liabilities

Up

$4,104,239

Up $2,604,207 (+174%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin70th percentile

Revenue

Up

$17,491,696

Up $8,065,832 (+86%) from 2019

Expenses

Up

$14,599,425

Up $8,481,410 (+139%) from 2019

Net Income

Down

$2,892,271

Down $415,578 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$60M$40M$20M$0Assets 2011: $3,071,192Liabilities 2011: $799,1012011Assets 2012: $1,275,247Liabilities 2012: $1,528,7612012Assets 2013: $2,550,703Liabilities 2013: $655,9982013Assets 2014: $3,393,207Liabilities 2014: $2,384,3812014Assets 2017: $6,612,717Liabilities 2017: $3,743,059Net Assets 2017: $2,869,6582017Assets 2018: $8,053,085Liabilities 2018: $2,899,361Net Assets 2018: $5,153,7242018Assets 2019: $10,217,767Liabilities 2019: $1,500,032Net Assets 2019: $8,717,7352019Assets 2020: $15,981,122Liabilities 2020: $4,104,239Net Assets 2020: $11,876,8832020Assets 2021: $19,264,373Liabilities 2021: $6,405,709Net Assets 2021: $12,858,6642021Assets 2022: $30,353,630Liabilities 2022: $7,039,628Net Assets 2022: $23,314,0022022Assets 2023: $34,932,887Liabilities 2023: $8,203,151Net Assets 2023: $26,729,7362023Assets 2024: $44,662,171Liabilities 2024: $13,034,599Net Assets 2024: $31,627,5722024

Highlighted filing

2020

Assets$15,981,122
Liabilities$4,104,239
Net Assets$11,876,883
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $3,518,001Expenses 2011: $4,212,657Net Income 2011: -$694,6562011Revenue 2012: $3,077,061Expenses 2012: $5,614,870Net Income 2012: -$2,537,8092012Revenue 2013: $5,424,043Expenses 2013: $3,335,452Net Income 2013: $2,088,5912013Revenue 2014: $5,103,613Expenses 2014: $6,017,788Net Income 2014: -$914,1752014Revenue 2017: $8,191,784Expenses 2017: $9,322,894Net Income 2017: -$1,131,1102017Revenue 2018: $10,413,139Expenses 2018: $8,014,029Net Income 2018: $2,399,1102018Revenue 2019: $9,425,864Expenses 2019: $6,118,015Net Income 2019: $3,307,8492019Revenue 2020: $17,491,696Expenses 2020: $14,599,425Net Income 2020: $2,892,2712020Revenue 2021: $12,956,371Expenses 2021: $12,418,607Net Income 2021: $537,7642021Revenue 2022: $25,666,314Expenses 2022: $14,702,393Net Income 2022: $10,963,9212022Revenue 2023: $19,231,480Expenses 2023: $16,281,370Net Income 2023: $2,950,1102023Revenue 2024: $24,797,516Expenses 2024: $20,432,698Net Income 2024: $4,364,8182024

Highlighted filing

2020

Revenue$17,491,696
Expenses$14,599,425
Net Income$2,892,271
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE SCHWAB-POMERANTZChair & President, BodPT$0--
BERNIE CLARKBoard Of Director-$0--
STEVE ANDERSONBoard Of Director-$0--
HELEN H LOHBoard Of Director-$0--
PAUL WOOLWAYBoard Of Director-$0--
MICHAEL CANADYOfficer - Treasurer-$0--
CATHERINE CASEYBoard Of Director-$0--
JAMAL MODIRSecretary-$0--
JOE CARBERRYBoard Of Director-$0--
DENNIS HOWARDBoard Of Director-$0--
WILLIAM GISIOfficer - Assistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles Schwab Foundation
EIN
94-3192615
Phone
7208953400
Address
9875 SCHWAB WAY CORPORATE TAX, LONE TREE, CO 80124

Signing Officer

Name
Michael Canady
Title
Treasurer
Phone
7208953400
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
1225 17TH STREET SUITE 800, DENVER, CO 80202
Preparer
Tucker Gorden
Phone
3032962323
Raw XML AppendixShowing 400 of 5,646 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.

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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt041050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt041050
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01095158
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01095158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11876187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB 1000 FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1RIDEWORTH US GOVT BOND FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014592477
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017491696
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0635581
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0958
IRS990PF/DistributableAmountGrp/TotalTaxAmt0958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0681
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0491
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0193578
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012711611
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SAGE PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0193265
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01562 MASONIC AVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARRIE SCHWAB-POMERANTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BERNIE CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVE ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HELEN H LOH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PAUL WOOLWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MICHAEL CANADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CATHERINE CASEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAMAL MODIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JOE CARBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9DENNIS HOWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10WILLIAM GISI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR & PRESIDENT, BOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5OFFICER - TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9BOARD OF DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10OFFICER - ASSISTANT SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt59875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt69875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt79875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt89875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt99875 SCHWAB WAY CORPORATE TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt109875 SCHWAB WAY CORPORATE TAX
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONE TREE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ONLINE FORM, COPY OF 501(C)(3), ANNUAL REPORT OR 990 TAX RETURN, LIST OF FUNDING SOURCES, AND CURRENT ORGANIZATIONAL OPERATING BUDGET AND/OR PROGRAM BUDGET.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARLES SCHWAB FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07208953400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET 16TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTSEEKERS MUST MEET AT LEAST ONE OF THE FOLLOWING THREE CRITERIA: BE RECOMMENDED BY AN EMPLOYEE WHO IS AN ACTIVE VOLUNTEER IN THE ORGANIZATION, OR BE PERFORMING COMMUNITY WORK THAT CORRESPONDS TO THE FOUNDATION'S INITIATIVES, OR PROMOTE FINANCIAL LITERACY PRIORITY WILL BE GIVEN TO ORGANIZATIONS THAT ALREADY HAVE SCHWAB EMPLOYEE VOLUNTEERS AND THE MORE EMPLOYEES INVOLVED WITH THE ORGANIZATION, THE GREATER THE OPPORTUNITY TO BE CONSIDERED FOR A DIRECT GRANT. GRANT REQUESTS MUST BE SUBMITTED USING OUR ONLINE DIRECT GRANT APPLICATION FORM. ONCE SUBMITTED, REQUESTS ARE ACKNOWLEDGED VIA EMAIL WITH A CONFIRMATION NUMBER. THE FOUNDATION DOES NOT PROVIDE CAPITAL, CHALLENGE OR SEED FUNDING OR GRANTS TO HOSPITALS OR INSTITUTIONS OF HIGHER EDUCATION, EXCEPT IN LIMITED CIRCUMSTANCES. AS THE FOUNDATION DOES NOT HAVE THE TECHNICAL EXPERTISE TO ANALYZE MEDICAL RESEARCH METHODOLOGY AND RESULTS, GRANTS ARE GENERALLY NOT MADE TO SINGLE-DISEASE-ORIENTED ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0200000
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3400000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4200000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5360000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt6375000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt7666667
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt8240000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8FUTURE PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ARIZONA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS TECH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF AKRON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3FOUNDATION FOR FINANCIAL PLANNING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt43RD DECADE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIV OF TEXAS FOUNDATION FOR THE BENEFIT OF UOFTEXAS AT AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6LELAND STANFORD JUNIOR UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7SIFMA FOUNDATION FOR INVESTOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8GRAND CANYON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01151 S FOREST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt11508 KNOXVILLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2BUCHTEL HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt31425 K ST NW 750
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt44729 E SUNRISE DR 331
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt59011 MOUNTAIN RIDGE DR SUITE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt6450 SERRA MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt71099 NEW YORK AVENUE NW 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt83300 W CAMELBACK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2AKRON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm6STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm7WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm8PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd8AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd179409
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd244325
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd485718
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd578759
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd694305
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd720001
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd885017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt429978
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1225000

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,981,122
Liabilities
$4,104,239
Net assets
$11,876,883
Revenue
$17,491,696
Expenses
$14,599,425
Net income
$2,892,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.7$13.0$31.6$24.8$20.4$4.36
2023Detailed filing. Detailed filing data is available for this year.$34.9$8.20$26.7$19.2$16.3$2.95
2022Detailed filing. Detailed filing data is available for this year.$30.4$7.04$23.3$25.7$14.7$11.0
2021Detailed filing. Detailed filing data is available for this year.$19.3$6.41$12.9$13.0$12.4$0.54
2020Detailed filing. Detailed filing data is available for this year.$16.0$4.10$11.9$17.5$14.6$2.89
2019Detailed filing. Detailed filing data is available for this year.$10.2$1.50$8.72$9.43$6.12$3.31
2018Detailed filing. Detailed filing data is available for this year.$8.05$2.90$5.15$10.4$8.01$2.40
2017Detailed filing. Detailed filing data is available for this year.$6.61$3.74$2.87$8.19$9.32$1.13
2014Summary only. Only limited summary data is available for this year.$3.39$2.38$5.10$6.02$0.91
2013Summary only. Only limited summary data is available for this year.$2.55$0.66$5.42$3.34$2.09
2012Summary only. Only limited summary data is available for this year.$1.28$1.53$3.08$5.61$2.54
2011Summary only. Only limited summary data is available for this year.$3.07$0.80$3.52$4.21$0.69