DONOR ADVISED CHARITABLE GIVING

SAN FRANCISCO, CA, 94105-1905 (800) 746-6216 Est. 1999 EIN 31-1640316
T300— Philanthropy & Grantmaking Form 990 501(c)(3)
WWW.SCHWABCHARITABLE.ORG

Mission

AT DONOR ADVISED CHARITABLE GIVING, INC., OUR MISSION IS TO INCREASE CHARITABLE GIVING IN THE UNITED STATES BY OFFERING ADVANTAGEOUS WAYS TO GIVE USEFUL INFORMATION AND UNBIASED GUIDANCE.

Giving Portfolio

Total Grants
253,589
Total Giving
$24.4B
Recipients
252,183
Years Active
2017 - 2023
Avg grant: $93,258 Median: $16,540

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202355292$6.4B $115K1156843723
202248202$4.9B $101K969138511
202146203$4.6B $99K1152034683
202043138$3.6B $84K1425228885
201934986$3.2B $91K1680118185
201725768$1.8B $69K243640

Sectors Funded

Education
27000
Human Services
21792
Religion-Related
21694
Arts, Culture & Humanities
17723
Philanthropy & Grantmaking
9897
Health Care
9123
International & Foreign Affairs
8555
Environment
6934
and 18 more sectors

Top States

California
39123
New York
19433
Texas
14122
Illinois
11716
Florida
9727
Massachusetts
8775
Pennsylvania
8683
Ohio
8458
and 43 more states

Grantee Size Profile

$1M - $5M
54159
$10M - $50M
29408
$100K - $500K
25045
$5M - $10M
20583
$500K - $1M
18697
Over $50M
14147
Under $100K
7727

Top Grantees

Page 1 of 3
$1.0B
$611.4M
DC - 3 grants
$442.8M
$404.8M
$361.3M
$185.0M

Grants Awarded · 224477 grants

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Financials

Total Revenue
$9,661,652,588
Total Expenses
$6,747,958,156
Net Assets
$41,046,510,637
194 employees
From latest filing (tax period ending 2024-06-30)

Financial Health

Operating Reserve
6.1 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 26.3%
Expenses ↑ 30.7%
Revenue Sources
Contributions 96.4% Investment 3.6%
Expense Breakdown
Program 99.7% Management 0.1% Fundraising 0.2%

Officers & Trustees (21)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2023 Form 990
Jul 1, 2023 to Jun 30, 2024
$9,661,652,588 $6,747,958,156$41,046,510,637
2022 Form 990
Jul 1, 2022 to Jun 30, 2023
$7,651,350,396 $5,162,915,749$31,571,291,102
2021 Form 990
Jul 1, 2021 to Jun 30, 2022
$10,074,660,178 $4,800,912,221$26,397,306,365
2021 Form 990
Dec 30, 2021 to Dec 31, 2021
$0 $0$70,160
2020 Form 990
Jul 1, 2020 to Jun 30, 2021
$7,273,065,868 $3,790,337,657$25,526,580,620
2019 Form 990
Jul 1, 2019 to Jun 30, 2020
$4,885,079,278 $3,353,115,616$17,131,571,707
2017 Form 990
Jul 1, 2017 to Jun 30, 2018
$3,465,939,041 $1,916,641,526$12,895,528,852

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EIN: 31-1640316 · Source: IRS Form 990 e-file data