DONOR ADVISED CHARITABLE GIVING

SAN FRANCISCO, CA, 94105-1905 (800) 746-6216 Est. 1999 EIN 31-1640316
T300— Philanthropy & Grantmaking 501(c)(3)
www.schwabcharitable.org

Financials

Total Revenue
$9,661,652,588
Total Expenses
$6,747,958,156
Net Assets
$41,046,510,637
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 & Key Employees (21)

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