Schwab Charitable Fund 2008 990

Form

990use IRS plab el or r int type Initial return

Return of Organization Exempt From Income TaxUnder section 501(c ), 527, or 4947( aXl) of the Internal Revenue Code ( except black lung benefit trust or private foundation)

OMB No 1545-0047

Department of the Treasury Internal Revenue Service

^ The organization may have to use a copy of this return to satisfy state reporting requirements. JUL 1, 2008 and ending JUN 30, 2009D Employer identification number

A For the 2008 calendar year, or tax year beginningB Check if applicable Addr ess change Name

Name of organization P lease C

S CHWAB CHARITABLE FUNDDoing Business As

31- 1640316Room/suite E Telephone numberG Gross receipts $

SeeSpeci fic =f , nstru c-

Number and street ( or P.O. box if mail is not delivered to street address )

Ttion ^ahn 1Amen ded retur n

211 MAIN STREETCity or town , state or country, and ZIP + 4

lions

415 - 6 6 7 - 9131 592,844,252.

0^on licapending

AN FRANCI SCO , 211 MAIN STREET,

CA

9410 5 CA 94105527

H(a) Is this a group return

F Name and address of principal officer-KIMBERLY WRIGHT -VIOLICH

SAN FRANCISCO ,

for affiliates? [::]Yes U1 No H(b)Are all affiliates mcluded7DYes ONoIf "No, " attach a list. (see instructions)

I Tax-exempt status:

501 (c) ( 3

) / (Insertno)

4947 ( a)(1) or

J Website : ^ WWW. SCHWABCHARITABLE . ORG Trust Association K Tvoe of oraanlzatlon : X Corporation

Other ^

H( c) Group exemption number ^ L Year of formation: 19 9 9 1 M State of legal domicile: CA

rarE I summary 1 Briefly describe the organization's mission or most significant activities: OPERATING A DONOR ADVISED GIVING PROGRAM THAT PROVIDES USEFUL INFORMATION, UNBIASED GUIDANCE ANDE 006 06 U)

2 3 4 5 6

Check this box ^

if the oraanlzatlon discontinued Its ooeratlons or dlsoosed of more than 25% of its assets 3 4 5 6 7a 0 5 4 36 0

Number of voting members of the governing body (Part VI, line 1 a) Number of independent voting members of the governing body (Part VI, line 1 b) Total number of employees (Part V, line 2a) Total number of volunteers (estimate if necessary) b Net unrelated business taxable income from Form 990-T, line 34

7a Total gross unrelated business revenue from Part VIII, line 12, column (C)

7bPrior Year

-45,213.Current Year

8 9

Contributions and grants (Part Vi l 1, line 1 h) Program service revenue (Part VIII, line 2g) Investment Income (Part Vill, column (A), lines

R ECEIV ED0 nd

886,791,404.20,676,447. 195,253.

482,393,004. 14,410,347. 496,803,35l. . 412,448,316._

1'I

w

10

1112 13 14 15

Other revenue (Part VIII, column (A), lines 5, sd,Total revenue - add lines 8 through 11 (must eq all Grants and similar amounts paid (Part IX, colum

c, 1

and 1 e)

Y ^ B ZQ10

(A), UUJILINill, -W -J Benefits paid to or for members (Part IX, column 7pT,-nne 4)

M07-, 6 6 3 , 10 4 . 369,570,300.4,198,852.

Salaries, other compensation, employee benefits (Part IX , b Total fundraising expenses (Part IX, column (D), line 25)

column (A), lines 5-10)^ 1,741,545.

3 ,434,011.

16a Professional fundraising fees (Part IX, column (A), line 11 e) X W 17 18 19 Other expenses (Part IX, column (A), lines 11 a-11 d, 11 f-24f) Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 18 from line 12

4,093,094.377,862,246.

529,800,858.Beginning of Year 2,112 , 108 , 679.

3,900,194. 419,782,521. 77,020,830.End of Year 1 , 832 , 688 , 214.

20

Total assets (Part X, line 16)

2122

Total liabilities (Part X, line 26)Net assets or fund balances. Subtract line 21 from line 20

16,117,111.2,095 , 991 , 568.

19,043,914.1 , 813 , 644 , 300.

raft u

Jignaiure MOCKUnder penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of pa rer (other than officer) is based on all information gf which preparer has any knowledge

Sign Here

Ig

I er GHT-V title ICH, PRES

KIMB L Type or print na a

Preparers' Paid signature Preparer 's Firm ' s name (or LLP DELOITTE Use Only yours if self-employed), '50 FREMO Iff STREET a ddress ' and ZIP . SAN FRANCISCO, CA 94105 May the IRS discuss this return with the preparer shown above? (see Instn LHA For Privacy Act and Paperwork Reduction Act Ni 832001 12-18-08

SEE SCHEDULE 0 FOR ORGANIZATION M

Form 990 (2008) SCHWARHARITABLE FUND Part I11 Statement of Program Service Accomplishments (see instructions)1 Briefly describe the organization's mission:

31-1640316

Page 2

THE SCHWAB CHARITABLE FUND IS AN INDEPENDENT PUBLIC CHARITY ESTABLISHED TO INCREASE CHARITABLE GIVING IN THE UNITED STATES BY PROVIDING USEFUL INFORMATION, UNBIASED GUIDANCE AND ADVANTAGEOUS WAYS TO GIVE.2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990 -EZ7 If 'Yes', describe these new services on Schedule 0 QYes EX No

34

Did the organization cease conducting, or make significant changes in how it conducts, any program services ?If 'Yes', describe these changes on Schedule 0 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses , and revenue , if any, for each program service reported.

F Yes Q No

SEE SCHEDULE 0 FOR CONTINUATION4a (Code: ) (Expenses $ 416 809 835. including grants of $ 412, 448 , 316. ) (Revenue $

SCHWAB CHARITABLE FUND IS COMMITTED TO INCREASING CHARITABLE GIVING IN THE UNITED STATES BY PROVIDING ADVANTAGEOUS WAYS TO GIVE, USEFUL INFORMATION, AND UNBIASED GUIDANCE. SCHWAB CHARITABLE ACHIEVES ITS MISSION BY OFFERING DONOR ADVISED FUNDS AND POTENTIALLY OTHER PHILANTHROPIC VEHICLES WHICH FACILITATE GIVING BY REMOVING THE BARRIERS TO GIVING SUCH AS ADMINISTRATIVE AND RECORD KEEPING BURDENS, BEING A RELIABLE AND UNBIASED SOURCE OF INFORMATION AND DELIVERING THE SERVICE THROUGH TECHNOLOGY WHICH LOWER COST AND INCREASE ACCESS THEREBY CONTRIBUTING TO THE DEMOCRATIZATION OF PHILANTHROPY. ANY CONTRIBUTION ACCEPTED BY SCHWAB CHARITABLE WILL BE CONSIDERED IRREVOCABLE AND UNCONDITIONAL. CONTRIBUTIONS ARE INVESTED FOR POTENTIAL GROWTH AND GRANTS ARE MADE TO SUPPORT THE EXEMPT PURPOSES AND OPERATIONS OF A WIDE4b (Code: ) (Expenses $ including grants of $ ) (Revenue $

4c

(Code.

) (Expenses $

including grants of $

) (Revenue $

4d 4e832002

Other program services. (Describe in Schedule 0)(Expenses $ including grants of $ ) (Revenue $

Total program service expenses ^ $

416,809,835.

(Must equal Part IX, Line 25, column (B) )Form 990 (2008)

12-18-08

13060513 099815 5HV48E

2008.05060 SCHWAB CHARITABLE FUND

5HV48E1

Form 990 (2008) SCHWABHARITABLE FUND IR Part IV Checklist of Required Schedules1

31-1640316

Page 3Yes No

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes," complete Schedule A 1 2 X X Is the organization required to complete Schedule B, Schedule of Contributors? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes," complete Schedule C, Part/ 3 4 X X Section 501(c)(3) organizations . Did the organization engage in lobbying activities? If "Yes,' complete Schedule C, Part 11 Section 501(c )(4), 501( c)(5), and 501 ( c)(6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes," complete Schedule C, Part /11 5 X Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes," complete Schedule D, Part 1 6 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If 'Yes," complete Schedule D, Part Il 7 8 X Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part 111 X Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes," complete Schedule D, Part IV 9 10 X X X Did the organization hold assets in term, permanent, or quasi-endowments? If "Yes," complete Schedule D, Part V Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25? If 'Yes,' complete Schedule D, Parts Vl, VII, VIII, IX, or Xas applicable 11 Did the organization receive an audited financial statement for the year for which it is completing this return that was prepared in accordance with GAAP? If "Yes, " complete Schedule D, Parts Xl, XII, and XIII 12 13 14a X X X Is the organization a school as described in section 170(b)(1)(A)(o)' If "Yes, " complete Schedule E Did the organization maintain an office, employees, or agents outside of the U.S ? and program service activities outside the U S ? If "Yes, " complete Schedule F, Part I b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, 14b X

2 3

4 5

6

7

8

9

10 11

12

13 14a

15

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Part 1/ 15 X Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes, "complete Schedule F, Part 111 16 17 18 19 20 21 22 23 X X X X X X X X Did the organization report more than $15,000 on Part IX, column (A), line 11 e? If "Yes," complete Schedule G, Part / Did the organization report more than $15,000 total on Part VIII, lines 1 c and 8a? If "Yes, " complete Schedule G, Part 11 Did the organization report more than $15,000 on Part VIII, line 9a? If "Yes," complete Schedule G, Part 111 Did the organization operate one or more hospitals? If "Yes," complete Schedule H Did the organization report more than $5,000 on Part IX, column (A), line 1' If "Yes," complete Schedule I, Parts l and 11 Did the organization report more than $5,000 on Part IX, column (A), line 2' If "Yes," complete Schedule 1, Parts l and 111 Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5' If "Yes," complete Schedule J Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If" Yes, " answer questions 24b-24d and complete Schedule K If "No", go to question 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds' d Did the organization act as an "on behalf of issuer for bonds outstanding at any time during the year? 24c 24d X 24a 24b X

16

17 18 19 20 21 22 23 24a

25a

Section 501(c )( 3) and 501(cX4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? if "Yes," complete Schedule L, Part I 25a

b Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person from a prior year? If "Yes,' complete Schedule L, Part I 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualif ied person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part /I Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial contri butor, or to a person related to such an individual? If "Yes," complete Schedule L, Part 111 26 X 25b X

27

27

X

Form 990 (2008)

832003 12-18-08

13060513 099815 5Hv48E

3 2008.05060 SCHWAB CHARITABLE FUND

5HV48E1

Form 990 (2008)

SCHWABHARITABLE FUND(continued)Yes No

31-1640316

Page4

28

During the tax year, did any person who is a current or former officer, director, trustee, or key employee* a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% in another entity (individually or collectively with other person(s) listed in Part VII, Section A)? If "Yes,' complete Schedule L, Part IV b Have a family member who had a direct or indirect business relationship with the organization? If "Yes," complete Schedule L, Part IV c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) doing business with the organization? If "Yes, " complete Schedule L, Part IV 28c 29 X X 28b X 28a X

29 30

Did the organization receive more than $25,000 in non-cash contributions? If "Yes, " complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes, " complete Schedule M

30

X

31

Did the organization liquidate, terminate, or dissolve- and cease operations? If "Yes, "complete Schedule N, Part 1 31 X Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,' complete Schedule N, Part ll 32 X Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes,' complete Schedule R, Part 1 33 X Was the organization related to any tax-exempt or taxable entity? If "Yes, " complete Schedule R, Parts ll, ill, IV, and V, line 1 34 X Is any related organization a controlled entity within the meaning of section 512(b)(13)9 If "Yes,' complete Schedule R, Part V, line 2 35 _ X Section 501(c)(3) organizations . Did the organization make any transfers to an exempt noncharrtable related organization? If "Yes,' complete Schedule R, Part V, line 2 36 X Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 37 X

32

33

34

35

36

37

Form 990 (2008)

832004 12-18-08

13060513 099815 5HV48E


5HV48E1

Form 990 (2008) SCHWAB CHARITABLE FUND Part V Statements Regarding Other IRS Filings and Tax Compliance

31-1640316 Page 5Yes No

la Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of U.S. Information Returns. Enter -0- if not applicable la b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable lb c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a

11 0 1c X

362b X

b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note . If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file this return. (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If 'Yes,' has it filed a Form 990-T for this year? If "No, " provide an explanation in Schedule 0 _ 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)'?

3a 3b

X X

4a

X

b If 'Yes,' enter the name of the foreign country: ^See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction'? c If "Yes,' to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? 6a Did the organization solicit any contributions that were not tax deductible? were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization provide goods or services in exchange for any quid pro quo contribution of more than $75? b If "Yes,' did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? d If "Yes," indicate the number of Forms 8282 filed during the year _ 7d e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract'? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? Section 501(c )( 3) and other sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations . Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 9 Section 501(c )( 3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? b Did the organization make a distribution to a donor, donor advisor, or related person? 10 Section 501(c )( 7) organizations . Enter. N/A 10a 10b a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 Section 501(c )( 12) organizations . Enter N/A a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) 11b 12a Section 4947( a)(1) non - exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041' b If "Yes," enter the amount of tax-exempt interest received or accrued during the year N/A ^ 12b I la 5c 5a 5b X X

6a 6b

X

b If "Yes,' did the organization include with every solicitation an express statement that such contributions or gifts

7c 1

1 X

7e 7f 7g 7h

X X X X

8

8 9a 9b

X X X

12a Form 990 (2008)

832005 12-18-08

13060513 099815 5HV48E


5HV48E1

Form 990 (2008) SCHWAB FUND 0 31-16 40316 Page 6 Part VI Governance , Management , and Disclosure (Sections A, B, and C request information about policies not required by the Internal Revenue Code)

Section A. Governin g Body and Mana g ementYes For each "Yes response to lines 2- 7b below, and for a "No" response to lines 8 or 9b below, describe the circumstances, processes, or changes in Schedule O. See instructions la Enter the number of voting members of the governing body b Enter the number of voting members that are independent 2 officer, director, trustee, or key employee? 3 la lb 5 4 No

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? _ Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? Did the organization become aware during the year of a material diversion of the organization's assets? Does the organization have members or stockholders? Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? 2 X

34 5 6

XX X X

4 5 6 7a

7a7b

XX

b Are any decisions of the governing body subject to approval by members, stockholders, or other persons' 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following

a The governing body?b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates' b If "Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 10 Was a copy of the Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule 0 the process, if any, the organization uses to review the Form 990 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes, " provide the names an d addresses in Schedule 0

8a8b 9a

XX X

9b X

10

11

11

X

Section B. Policie sNo 12a Does the organization have a written conflict of interest policy? If "No," go to line 13 b Are officers, directors or trustees, and key employees required to disclose annually interests that could give nse to conflicts? c 13 14 15 Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this is done Does the organization have a written whistleblower policy? Does the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision a The organization's CEO, Executive Director, or top management official? b Other officers or key employees of the organization? Describe the process in Schedule O. (see instructions) 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's 16a X

exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed ^ AK , AL, AZ, AR, CA, CO, CT, DC , FL, GA, IL, IN 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501 (c)(3)s only) available forpublic inspection Indicate how you make these available. Check all that apply ^X Own website Another's website IX Upon request 19 Describe in Schedule 0 whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.

20

State the name, physical address, and telephone number of the person who possesses the books and records of the organization ^ MS. SUSAN H. HELDMAN - 415-667-9131

211 MAIN STREET, SAN FRANCISCO CA 94105 SEE SCHEDULE 0 FOR FULL LIST OF STATES 12-18-08 6 13060513 099815 5HV48E 2008.05060 SCHWAB CHARITABLE FUND

Form 990 (2008) 5HV48E1

Form 990 (2008) SCHWAAHARITABLE FUND 0 31-16 40316 Part VII Compensation of Officers, Directors , Trustees, Key Employees , Highest Compensated Employees , and Independent ContractorsSection A. Officers, Directors , Trustees , Key Employees , and Highest Compensated Employeesla Complete this table for all persons required to be listed Use Schedule J-2 if additional space is needed.

Page 7

List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List the organization' s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. list all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons Check this box if the organization did not compensate any officer, director, trustee, or key employee.

(A)Name and Title

(B)Average hours

(C)Position (check all that apply)

(D )Reportable compensation

(E)Reportable compensation

(F)Estimated amount of

perweek a

fromthe organization

from relatedorganizations (W-2/1099-MISC)

othercompensation from the

(W-2/1099-MISC) - _ o

organizationand related

osE

E

organizations

CHARLES SCHWAB CHAIRMAN OF THE BOARD SA FORD ROBERTSON

1.00 X

0.

0.

0.

DIRECTORBROOKS WALKER, JR.

1.00 X 1.00 X 1.00 X11.00 X1

0. 0. 0.0.

0. 0. 0.0.

0. 0. 0.0.

DIRECTORCHARLENE HARVEY

DIRECTORBETH SAWI DIRECTOR KIMBERLY WRIGHT-VIOLICH

PRESIDENTKIM LAUGHTON CHIEF MARKETING OFFICER NICHOLAS HODGES

40.0040.00

XX

324,699.216,855.

0.0.

22,815.19,722.

CHIEF OPERATING OFFICERSUSAN HELDMAN

40.00 40.00 40.00 40.00 40.0040.00 40.00 40.00

X XX11

209,293. 182,804. 176,478. 161,855. XX X X

0. 0. 0. 0. 0.0. 0 . 0.

8,261. 26,160. 31,243. 24,382. 13,399.10,847. 12,294. 36,341.

VP & CONTROLLERMICHAEL SMITHWICK

VP OF MARKETINGMARGAE DIAMOND

VP OF DEVELOPMENTANDREW TROMBLEY

X

DIRECTOR OF FINANCECHRISTOPHER GEISON DIRECTOR OF MARKETING CHRISTOPHER YAROS DIRECTOR OF OPERATIONS JAMES WILROY, JR. RELATIONSHIP MANAGER JEFFREY YAP

157,500.152,036 . 135,128. 141,920.

PROJECT MANAGER

40.00

X

114,278.

0.

22,203.

832007

12-18-08

Form 990 (2008)

13060513 099815 5HV48E


5HV48E1

Form 990 (2008) Part VII Section A.

SCHWAB^HARITABLE FUND 31-1640316 Officers . Directors- Trustees- Key Emolovees - and Hiahest Cmmnensateti Fmnlnvees frnnhnnoiil(A) (B) Average hours per week (C) Position (check all that apply) (D ) Reportable compensation from the organization (W-2/1099-MISC) ( E) Reportable compensation from related organizations (W-2/1099 - MISC) (F)

Page 8

Name and trtle

2

Estimated amount of other compensation from the

=s

n _

organizationand related

E

organizations

ib Total2 compensation from the organization

^

1,972,846. 1

0.^

227 , 667 .11 No

Total number of individuals (including those in 1 a) who received more than $100,000 in reportable Y es

3

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1 a? If "Yes," complete Schedule J for such individual 3 X X For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes, " complete Schedule J for such individual 4 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services rendered to 5 X

4

5

the organization? If "Yes," complete Schedule J for such person Section B. Independent Contractors 1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. (A) Name and business address (B) Description of services (C) Compensation

BAKER STREET ADVISORS LLC, 455 MARKET STREET, SUITE 620, SAN FRANCISCO, CA 94105 A SSET MANAGEMENT CHARLES SCHWAB & CO. 211 MAIN STREET, SAN FRANCISCO , CA 94105 B ROKERAGE SERVICES ATHERTON LANE ADVISORS LLC, 3000 SAND HILL RD, BLDG 1, ST 270, MENLO PARK , CA 94025 A SSET MANAGEMENT MORGAN , LEWIS & BOCKIUS LLP, 1111 PENNSYLVANIA AVE, NW , WASHINGTON , DC 20004 L EGAL SERVICES DELOITTE & TOUCHE LLP 50 FREMONT STREET, SAN FRANCISCO, CA 94105 UDIT SERVICES2 Total number of independent contractors ( including those in 1) who received more than $ 100,000 in compensation

390,728. 292,376.

232,996.178,954. 109,822.,

from the organization ^832008 12-18-08

5 Form 990 (2008)

13060513 099815 5HV48E


5HV48E1

SCHWABIHARITABLE FUND Form 990 (2008) Statement of Revenue Part VIII(A) Total revenue (B) Related or exempt function revenue

31-1640316(C) Unrelated business revenue

Page 9

(D) Reved excluded from tax under sections 512, 513, or 514

:=w

1 a Federated campaigns b Membership dues

1a lb

MID Eo,m

c Fundraising eventsd Related organizations

1c1d

6E 0 4 taLc C^ OC

e Government grants (contributions) f All other contributions, gifts, grants, andsimilar amounts not included aboveg Noncash contnbuUOns included in lines la-If $

leif 482 ,393 004.236 5 26 09 1.

V'9CD U _

h Total. Add lines 1a-1f

^

482 393 004.

Business Code2a b

NmM '> a

cd

oo fca

ef All other program service revenue ^ ^ ^ ^ (i) Real 6 a Gross Rents b Less, rental expenses c Rental income or (loss) d Net rental income or (loss) 7 a Gross amount from sales of assets other than inventory b Less: cost or other basis and sales expenses 96 , 040 , 901. ^ -2,638. . a b ^ i a b ^ ; ; , ' ^:. -. ( i) Securities 96 , 038 , 263. ^ (n) Other (u) Personal 14,412 , 985. ' 14 , 412 , 985. g Total . Add lines 2a-2f 3 Investment income (including dividends, interest, and other similar amounts) 4 5 Income from investment of tax-exempt bond proceeds Royalties

c Gain or (loss)d Net gain or (loss) a

- 2,638.

-

-2, 638.

8 a Gross income from fundraising events (not including $ of contributions reported on line 1 c). See Part IV, line 18 b Less* direct expenses c Net income or (loss) from fundraising events Part IV, line 19 b Less: direct expenses c Net income or (loss) from gaming activities 10 a Gross sales of inventory, less returns and allowances b Less: cost of goods sold a b ^ Business Code 9 a Gross income from gaming activities See

c Net income or (loss) from sales of inventoryMiscellaneous Revenue 11 a b c d All other revenue e Total . Add lines 11a-11d12 Total Revenue . Add lines ,h 2g, 3, 4, 5, 69, 7d, 8c, 9c, ,oc, and no

4 -

^^ 496 803 351.

s .0 . 0 .

14 , 410 , 347.

0z o09 z

Form 990 (2008)

13060513 099815 5HV48E


5HV48E1

Form 990 (2008) SCHWABHARITABLE FUND Part IX Statement of Functional Expenses

31-1640 316

Page 10

Section 501 ( c)(3) and 501(c )( 4) organizations must complete all columns. All other organizations must complete column ( A) but are not required to complete columns ( B), (C), and (D). Do not include amounts reported on lines 6b , 7b, 8b , 9b, and 10b of Part VIII . Total expenses Program service expenses Management and general expenses Fundraising expenses

12

Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21Grants and other assistance to individuals in the U S. See Part IV, line 22

412448316.

412448316.

3

Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16

4 5 6

7 89

Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages Pension plan contributions (include section 401(k) and section 403(b) employer contributions)Other employee benefits

1,125,610.

211,721.

367,092.

546,797.

1,699,191. 104 , 394. 317,082. 187,734.

863,136. 35,406. 120,491. 71,339.

216,677. 20 , 367 . 63,416. 37,547.

619,378. 48,621. 133,175. 78,848.

1011

Payroll taxesFees for services (non-employees): a Management

b Legal c Accountingd Lobbying

183,011. 122,197.

102,705.

80,306. 122,197.

e Professional fundraising services. See Part IV, line 17

f Investment management fees

2, 015,957.

2, 015, 957.

g Other12 Advertising and promotion

13 1415 16

Office expenses Information technologyRoyalties Occupancy

-

257,033. 278,674. 196,288. 382,165.

185,625. 157,030. 305,732.

71,408. 278,674. 39,258. 76,433.

1718

TravelPayments of travel or entertainment expenses for any federal, state, or local public officials

59,704.

59,704.

1920 21 22

Conferences, conventions, and meetingsInterest Payments to affiliates Depreciation, depletion, and amortization

36,052.

36,052.

2324

InsuranceOther expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)

76,736.

76, 736.

a COMMISSIONSb cd

292,377.

292,377.

ef All other expenses

25 26

Total functional expenses . Add lines 1 through 24f Joint Costs . Check here ^ it following SOP 98-2. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

419782521.

416809835.

1,231,141.

1,741,545.

832010 12-18-08 10

Form 990 (2008)

13060513 099815 5HV48E


5HV48E1

Form 990 (2008) SCHWAB ITABLE FUND Part X Balance Sheet(A) Beginning of year1 Cash - non-interest-bearing

31-1640316

Pagel l

(B) End of year

2 3

Savings and temporary cash investments Pledges and grants receivable, net

602 ,984. 11,116,101.

1 23

1,224,833.

45

Accounts receivable, netReceivables from current and former officers, directors, trustees, key employees, or other related parties. Complete Part II of Schedule L

1,412,210.

45

1,175,598.

6

Receivables from other disqualified persons (as defined under section

4958(f)(1)) and persons described in section 4958(c)(3)(B) CompletePart II of Schedule L r 7 8 9 Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges 10a b Less- accumulated depreciation Complete Part VI of Schedule D 11 12 13 14 15 16 17 18 19 20 21 22 Investments - publicly traded securities Investments - other securities. See Part IV, line 11 Investments - program-related. See Part IV, line 11 Intangible assets Other assets See Part IV, line 11 Total assets . Add lines 1 through 15 (must equal line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond liabilities Escrow account liability. Complete Part IV of Schedule D Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 23 24 25 26 Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable Other liabilities. Complete Part X of Schedule D Total liabilities . Add lines 17 through 25 Organizations that follow SFAS 117, check here 00lines 27 through 29, and lines 33 and 34. ca m 27 28 29 LL 30 U) y Z 31 32 33 Unrestnctednetassets Temporarily restricted net assets Permanently restricted net assets Organizations that do not follow SFAS 117, check here complete lines 30 through 34. Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances 100. 0 and X and complete 10b

------------

--- - --6 7 8

-- -

25,391.

9

12,009.

10a Land, buildings, and equipment: cost basis

10c 1 , 852 , 132 843. 11 1 , 620 , 625 , 889.

246,819,150.

1213 14 15 16

209,649,885.

2 , 112 , 108 , 679.

1,832 , 688 , 214.

1,358,932. 17 6,208,179. 1819 20 21 , - ` -'----------_ 22 23 8,550,000. 0 . 16, 117,111. 24 25 26

1, 10 5,699. 2,288,215.

_--- - --` - :- _ u ,--- -

8,450,000.7, 200, 000.

19, 043,914.

2 095 991 568,

27 28 29

1 811 644 300, 2 , 000,000.

30 31 32 2 , 095 , 991 , 568. 2 , 112 , 108 , 679. 33 34 1 , 813 , 644 , 300. 1 , 832 , 688 , 214.

34

Total liabilities and net assets/fund balances

rare Ai I rmanciai statements ana rtenortina1 Accounting method used to prepare the Form 990 : 0 Cash OX Accrual 0 Other 2a 2b X X

2a Were the organization ' s financial statements compiled or reviewed by an independent accountant? b Were the organization ' s financial statements audited by an independent accountant? c If 'Yes' to lines 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review , or compilation of its financial statements and selection of an independent accountant? 3a As a resu lt of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133 b If 'Yes, ' did the organization undergo the required audit or audits?832011 12-18-08

2c

X

3a 3b

X

Form 990 (2008)

13060513

099815 5HV48E

11 2008 . 05060 SCHWAB CHARITABLE FUND

5HV48E1

SCHEDULE A(Form 990 or 990-EZ)Department of the Treasury Internal Revenue Service

Pubic Charity Status and Public SupportTo be completed by all section 501(c )( 3) organizations and section 4947(a)(1)nonexempt charitable trusts. - Attach to Form 990 or Form 990-E- 10- See separate instructions.

OMB No 1545-0047

Open to Public Inspection

SCHWAB CHARITABLE FUNDvan 1 ( 1-leason Tor ruouc [.Rarity status (All organizations must complete this part.) (see instructions) The organization is not a private foundation because it is: (Please check only one organization.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

31-1640316

2 ED A school described in section 170(b )(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). (Attach Schedule H) 4 0 A medical research organization operated in conjunction with a hospital described in section 170(b )(1)(A)(iii). Enter the hospital's name,

city, and state5 = An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170( b)(1)(A)(iv ). (Complete Part I1.) 6 0 A federal, state, or local government or governmental unit described in section 170( bx1)(AHv). 7 1XI An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bn1)(A)(vi). (Complete Part II.) A community trust described in section 170(b )(1)(A)(vi). (Complete Part II.)

8a

9 0 An organization that normally receives. (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts fromactivities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a )(2). (Complete the Part III.) 10 0 An organization organized and operated exclusively to test for public safety. See section 509(a )(4). (see instructions) 11 El An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11 a through 11 h a ED Type I b Type II c E::] Type III - Functionally integrated d = Type III - Other

eLI By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other thanfoundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box _ Yes 11g(I) 11g(if) 11g(m) No Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons' (I) A person who directly or indirectly controls, either alone or together with persons described in (II) and (iii) below, the governing body of the supported organization? (ii) (iii) A family member of a person described in (I) above' A 35% controlled entity of a person described in (i) or (li) above?

Provide the following information about the organizations the organization supports.

(i) Name of supported organization

(ii) EIN

(iii) Type of organization (described on lines 1-9 above or IRC section (see instructions ))

iv) Is the organization (v) Did you notify the (vi) Is the in col. (i) listed in your organization in col. organization in col. organized in the governing document? (i) of your support' () Yes No Yes No Yes No

(vii) Amount of support

TotalLHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedu l e A (Form 990 or 990-EZ) 2008

832021 12-17-08

13060513 099815 5HV48E


5HV48E1

Schedule A (Form 990 or 990- EZ) 2008 SCHWAB CHARITABLE FUND Part 1JI Support S c h e d u l e for O rganizations Descri b e d in S ections 170(Complete only if you checked the box on line 5, 7, or 8 of Part I.) Section A. Public Support Calendar year (or fiscal year beginning in)'1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.') 2 Tax revenues levied for the organization's benefit and either paid to 264 268 584. 697 060 553. 834 235 548.

Iv an d 1

31-1640316 vl

Page 2

(a) 2004

(b) 2005

(c) 2006

(d) 2007

(e) 2008

(f) Total

886 791 404.

482 393 004.

3164749093.

or expended on its behalf3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total. Add lines 1.3 by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)6 Public Support. Subtract line 5 from line 4

264 268 584.

697 060 553.

834 235 548.

886 791 404.

482 393 004.

3164749093.

5 The portion of total contributions

646 112 849.2518636244.

Section b. It otal SupportCalendar year (or fiscal year beginning in)O7 8 Amounts from line4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources 9 Net income from unrelated business activities, whether or not the business is regularly camed on 10 Other income Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 11 12 13 Total support . Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions) _ 12 10. Q _ 14 15 77 . 82 72.31 % % First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here 3236317707 . 6,234 806. 10 159 964. 20 087 050. 20 676 447. 14 , 410 , 347. 71 568 614.

(a) 2004269 268 584.

(b) 2005697 060 553.

(c) 2006834 235,548 .

(d) 2007886 791 404.

(e) 2008482 393 004.

(f) Total3164749093.

S ection C. C omputation of Pu bl ic S upport Percentage14 15 Public support percentage for 2008 (line 6, column (t) divided by line 11, column (f)) Public support percentage from 2007 Schedule A, Part IV-A, line 26f

16a 33 1/3% support test - 2008. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization b 33 1 /3% support test - 2007 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10% -facts-and-circumstances test - 2008 . If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization b 10% -facts-and-circumstances test - 2007 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the 'facts-and circumstances' test, check this box and stop here . Explain in Part IV how the organization meets the 'facts-and-circumstances" test. The organization qualifies as a publicly supported organization 18 Private foundation . If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ^0 op. E:J lo. 10. lo.

Schedule A (Form 990 or 990-EZ) 2008

832022 12-17-08

13060513 099815 5HV48E

2008.05060

13 SCHWAB CHARITABLE FUND

5HV48E1

Schedule A (Form 990 or 990-EZ) 2008 P art S upport c e U e f or O rganizations D escri b e d in S ec ti o n 12--4 A

Page 3 a (Complete only if you checked the box on line 9 of Part I.)

Calendar year (or fiscal year beginning in) "1 Gifts, grants, contributions, and

(a) 2004

(b) 2005

(c) 2006

(d) 2007

(e) 2008

(f) Total

membership fees received. (Do not include any "unusual grants ") 2 Gross receipts from admissions,merchandise sold or services performed, or facilities furnished in any activity that is related to the

organization's tax-exempt purpose 3 Gross receipts from activities thatare not an unrelated trade or bus-

iness under section 5134 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total . Add lines 1 -5

7a Amounts included on lines 1, 2, and

3 received from disqualified personsb Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1% of the total of lines 9, 10c, 11, and 12 for the year or $5,000

c Add lines 7a and 7b8 Public support ( Subtract line 7c from line 6

Section B. Total Support Calendar year (or fiscal year beginningAmounts from fine 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources 9

(a) 2004

(b) 2005

(c) 2006

(d) 2007

(e) 2008

(f) Total

b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975c Add lines 1 Oa and 1 Ob Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 1113 Total support (Add lines 9 , 10c, 11 , and 12 ) "-

14

First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,

check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f)) 16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g Section D . Computation of Investment Income Percentage17 18 Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) Investment income percentage from 2007 Schedule A, Part IV A, line 27h _ -

^Q 15 1617 18

% %% %

19a 33 1/3% support tests - 2008 . If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization b 33 1 /3% support tests - 2007 . If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ^ ^0 ^

Schedule A (Form 990 or 990-EZ) 2008

832023 12-17-08

13060513

099815 5HV48E


5HV48E1

Schedule D(Form 990)Department of the Treasury Internal Revenue Service

Supplemental Financial Statements^ Attach to Form 990. To be completed by organizations that answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12.

1 2008

Name of the organization Part I

Employer identification number SCHWAB CHARITABLE FUND 31-1640316 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6 11474 480,632,043. 412,448 , 315. 1821075774. QX Yes Yes 0 No U No

1 2 3 45

Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization 's property , subject to the organization ' s exclusive legal control Did the organization inform all grantees , donors, and donor advisors in writing that grant funds may be used only for charitable Duraoses and not for the benefit of the donor or donor advisor or other Imoermisslble Drivate henefit? Co nservation Easements . Co m plete if the organization answered "Yes' to Form 990, Part IV, line 7.

6

I -P art 11 1

Purpose(s) of conservation easements held by the organization (check all that apply). 0 Preservation of land for public use (e g., recreation or pleasure) Protection of natural habitat Preservation of open space Q Preservation of an historically important land area 0 Preservation of certified historic structure

2

Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Year a Total number of conservation easements b Total acreage restricted by conservation easements c Number of conservation easements on a certified historic structure included in (a) d Number of conservation easements included in (c) acquired after 8/17/06 2a 2b 2c 2d

3 4 5

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year ^ Number of states where property subject to conservation easement is located ^ Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements it holds? Yes No Staff or volunteer hours devoted to monitoring, inspecting, and enforcing easements during the year ^ Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year ^ $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(I) and section 170(h)(4)(B)(n)? _ Yes EJ No In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement , and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

6 7 8

9

Part Ill

Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets. Co mplet e i f the organization answered 'Yes' to Form 990, Part IV, line 8

la

If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues Included in Form 990, Part Vlll, line 1 ^ $ ^ $

b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical treasures,

(ii) Assets Included in Form 990, Part X 2

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items a Revenues Included in Form 990, Part VIII, line 1 ^ $ ^ $ b Assets Included in Form 990, Part X

LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990.832051 12-23-08

Schedule D (Form 990) 2008

13060513 099815 5HV48E


5HV48E1

Schedule D (Form 990) 2008Part III

SCHW IR CHARITABLE FUND

31-1640316

Page 2

Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued) Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all 3 that apply): a El Public exhibition d 0 Loan or exchange programs Scholarly research e Other bc 4 5 Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV During the year , did the organization solicit or receive donations of art, historical treasures, or other similar assets

to be sold to raise funds rather than to be maintained as part of the organization's collection ? Q Yes 0 No Part IV Trust , Escrow and Custodial Arrangements . Complete if organization answered " Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990 , Part X , line 21.la Is the organization an agent , trustee, custodian or other intermediary for contributions or other assets not included on Form 990 , Part X? b If 'Yes, ' explain the arrangement in Part XIV and complete the following table: Amount c Beginning balance 1c id le if L_J Yes No d Additions during the year e Distributions during the year f 2a Ending balance Did the organization include an amount on Form 990 , Part X, line 21 9 Yes No

b If 'Yes,' explain the arrangement in Part XIV Endowment Funds . Complete if organization answered "Yes" to Form 990, Part IV, line 10. Part V

(a) Current year1a Beginning of year balance b Contributions c Investment earnings or losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses

(b) Prior year

(c) Two years back

(d) Three years back

(e) Four years back

g End of year balance 2 a Provide the estimated percentage of the year end balance held as: Board designated or quasi-endowment jo^ % % % b Permanent endowment Piloc Term endowment 11110 by: (i) unrelated organizations 3a(i) 3a(ii) 3b

3a Are there endowment funds not in the possession of the organization that are held and administered for the organization Yes No

(ii) related organizations b If "Yes" to 3a(u), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the organization's endowment funds

Part V I

Investments - Land , Buildings, and Equipment . See Form 990, Part X, line 10.Description of investment (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Depreciation (d) Book value

la Land

b Buildingsc Leasehold improvements

d Equipment e Other Total. Add lines la-le (Column (d) should equal Form 990, Part )4 column (B), line 10(c))

0. Schedule D (Form 990) 2008

832052 12-23-08

13060513 099815 5HV48E


5HV48E1

Schedule D (Form 990) 2008 SCHWAB CHARITABLE FUND Part VII Investments - Other Securities . See Form 990, Part X, line 12.(a) Description of security or category (including name of security) Financial derivatives and other financial products Closely-held equity interests (b) Book value

0

31-1640316(c) Method of valuation: Cost or end-of-year market value

Page 3

Other

ALTERNATIVE INVESTMENTS

209,649,885.

END-OF-YEAR MARKET VALUE

Total. (Col (b) should equal Form 990, Part X, col (B) line 12.) ^

209,649,885.(b) Book value I I (c) Method of valuation: Cost or end-of-year market value

Part VIII Investments - Pro g ram Helatecl . See Form 990, Part X, line 13. (a) Description of investment type

Total. (Col (b) should equal Form 990, Part X, col (B) line 13.) ^ Part IX Other Assets. See Form 990, Part X, line 15.

Total . (Column (b) should equal Form 990, Part X, col (B) line 15) Part X Other Liabilities . See Form 990, Part X, line 25.

^

Federal income taxes

LIABILITIES

TO

CRT

BENEFICIARIES

7,200,000.-`

Total . (Column (b) should equal Form 990, Part X, col (B) line 25)under FIN 48832053

^

7, 200, 0 0 0 .

In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions

12-23-08 099815 5HV48E 2008.05060 20 SCHWAB CHARITABLE FUND

Schedule D (Form 990) 2008 5HV48E1

13060513

101 SCHW CHARITABLE FUND Schedule D (Form 990) 2008 Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements1 2 3 4 5 Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities 1 2 3

31-16 40316

Page 4

496,803,351.

419,782,521.77,020,830.

45

-359,368,098.

67

Investment expensesPrior period adjustments

67

89 10

Other (Describe in Part XIV)Total adjustments (net) Add lines 4-8 _ Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part Vlll, line 12: a Net unrealized gains on investments b Donated services and use of facilities 2a 2b

89 -359

,368,098.

10_ -359 , 368 , 098. 1,827,947. 1

-282,347,268. 139263200.

Part XII1 2

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

c Recoveries of prior year grantsd Other (Describe in Part XIV) e Add lines 2a through 2d 3 4 Subtract line 2e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV) c Add lines 4a and 4b 5 Total revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25a Donated services and use of facilities

2c2d 2e -357 , 540 , 151.

3V , 4a 4b 4c

496803351.

0.

51

496803M. 421610468.

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return1 2 _ 2a 2b 2c 2d 2e 1,827 ,947. 419782521. 1,827,947.

b Prior year adjustments c Losses reported on Form 990, Part IX, line 25 d Other (Describe in Part XIV) e Add lines 2a through 2d 3 4 Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV) c Add lines 4a and 4b 5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18)

34a 4b 4c 5

0.

419 7 82 5 21.

'Part XIVI Supplemental InformationComplete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1 a and 4; Part IV, lines lb and 2b; Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b

Schedule D (Form 990) 2008 83205412-23-08

13060513 099815 5HV48E


5HV48E1

SCHEDULEI(Form 990 ) Grants and Other Assistance to Organizations, Governments , and Individuals in the U.S. Department of the Treasury Internal Revenue Service Name of the organization ^ Complete if the organization answered " Yes," on Form 990 , Part IV , lines 21 or 22. ^ Attach to Form 990 .

OMB No 1545-0047 2008 Open to Public Inspection Employer identification number

SCHWAB CHARITABLE FUNDon

31-1640316

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees ' eligibility for the grants or assistance , and the selection criteria used to award the grants or assistance? Yes No 2 Describe in Part IV the org anization's p rocedures for monitorin g the use of g rant funds in the United States Part Il , Grants and Other Assistance to Governments and Organizations in the United States . Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000 Use Part IV and Schedule I.1 (Form 990) if additional space is needed ^ n 1 (a) Name and address of organization (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (h) Purpose of grant (g) Description of or government if applicable valuation (book, cash grant or assistance non-cash non-cash assistance FMV, appraisal, assistance other)100 NEEDIEST CASES910 NORTH ELEVENTH STREET

ST.

LOUIS,

MO 63101

43-0714167

501(C)3

10 , 050.

0.

H UMAN SERVICES

21ST CENTURY MINISTRIES 2659 W. GUADALUPE ROAD

MESA,

AZ 85202

86-0826297

501(C)3

5 , 000.

0.

RELIGIOUS

21ST CENTURY PARKS, 471 WEST MAIN STREET LOUISVILLE , KY 40202

INC.

20-1780317

501(C)3

12 , 500.

0.

NVIRONMENTAL/ANIMALS

300 157

COMMITTEE LOCUST

INC.

STREET

FALMOUTH , MA 02540

22-2659529

501(C)3

6 , 450,

0.


3RD 605

POINT K

FOUNDATION

STREET NE DC 20002 45-0583035 501(C)3 300 000. 0. INTERNATIONAL

WASHINGTON,

826 LA685 VENICE BLVD

VENICE,

CA 90291

38-3722092

501(C)3

8 , 000. 1

0.

DUCATION

2 Enter total number of section 501 (c)(3) and government organizations 3 Enter total number of other organizations LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990.832101 12-18-08 22

^ 6,755. ^ 0. Schedule I (Form 990) 2008

SCHWAB CHARITABLE FUND Schedule I Form 990) 2008 art Grants and Other Assistance to Individuals In the United States . Complete if the organization answered "Yes" on Form 990, Part IV, line 22 I PUse Schedule I.1 (Form 990) if additional space is needed. (a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of noncash assistance (e) Method of valuation (book, FMV, appraisal, other)

31-1640316

Pag e 2

(f) Description of non-cash assistance

0

I Part IV I Supplemental Information . Complete this part to provide the information required in Part I, line 2, and any other additional information.

SCHEDULE I,

PART I,

LINE 2:

SCHWAB CHARITABLE NORMALLY MAKES GRANTS ONLY TO INCLUDING SECTION 501(C)(3) ORGANIZATIONSOR

SPECIFIC TYPES OF ORGANIZATIONS,

THAT ARE CLASSIFIED AS PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(2); THAT ARE TYPE 1, 2 OR FUNCTIONALLY

509(A)(1) 3

INTEGRATED TYPE

SUPPORTING

ORGANIZATIONS

(OTHER THAN THOSE PROVIDING SUPPORT TO ORGANIZATIONS THAT ARE GOVERNMENTAL

CONTROLLED BY THE DONOR-ADVISOR OR RELATED PERSON); ORGANIZATIONS FOUNDATIONS. (SUCH AS STATE UNIVERSITIES); SCHWAB CHARITABLE CONDUCTS

OR THAT ARE PRIVATE OPERATING

CERTAIN DUE DILIGENCE TO ENSURE

THAT ALL GRANTEES MEET THESE AND OTHER REQUIREMENTS TO ENSURE THAT THE832102 12-18 -08 23 Schedule I (Form 990) 2008

SCHEDULE I-1 (Form 990) Department of the Treasury Internal Revenue Service

Continuation Sheet for Schedule I ( Form 990) Attach to Form 990 to list additional information for Part II and Part III , Schedule I (Form 990).


Name of the organization SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II ) (a) Name and address oforganization or government

Employer identification number 31-1640316

(b) EIN

(c) IRC Codesection

(d) Amount ofcash grant

(e) Amount ofnon cash

(f) Method ofvaluation

(g) Description ofnon-cash assistance

(h) Purpose of grantor assistance

if applicable

assistance

(book, FMV,appraisal, other)

826 826

VALENCIA VALENCIA STREET

SAN FRANCISCO,

CA 94110-1737

04-3694151

501(C)3

7 , 650.

0.

E DUCATION

826CHI,

INC.

NFP

1331 NORTH MILWAUKEE AVE CHICAGO, IL 60622 30-0248920 501(C)3 12 , 000. 0. E DUCATION

83

FOUNDATION

2601 NW 55TH PLACE OKLAHOMA CITY, OK 73112 65-1303856 501(C)3 6 000. 0. H UMAN SERVICES

A BETTER CHANCE

240 WEST 35TH STREET NEW YORK, NY 10001 23-7173492 501(C)3 8 , 400. 0. E DUCATION

A RIGHT TO LIVE, 10540

INC.

MUIRFIELD DR. IL 60564 42-1755074 501(C)3 7 , 000. 0. S OCIAL SERVICES

NAPERVILLE,

A WOMAN'S 1105

CONCERN

COMMONWEALTH AVENUE

BOSTON, MA 02215

22-3196616

501(C)3

25 , 000.

0.

H UMAN SERVICES

A. 127

I.

E.

S.

E.

C.

US

INC.

W 26TH ST

NEW YORK,

NY 10001

13-1927700

501(C)3

5,000.

0.

INTERNATIONAL

AARP

FOUNDATION

601 E STREET NW WASHINGTON, 2 3 DC 20049 52-0794300 01(C)3 5 , 450. 1 0, UMAN SERVICES ^ ^

Enter total number of Section 501 (c)(3) and government organizations Enter total number of other organizations

832241 12 .17-o8

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructior2;4or Form 990.

Schedule 1-1 ( Form 990) 2008

SCHEDULE I-1 (Form 990)Department of the Treasury Internal Revenue Service

Continuation Sheet for Schedule I (Form 990) Attach to Form 990 to list additional information for Part II and Part III, Schedule I (Form 990).

OMB No 1

Name of the organization SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II.) (a) Name and address oforganization or government


(b) EIN

(c) IRC Codesection


(e) Amount ofnon-cash




if applicable

assistance

(book, FMV, appraisal, other)

ABBEY FOUNDATION OF OREGON ONE ABBEY DRIVE ST. BENEDICT, OR 97373 04-3703021 501(C)3 7,850. 0. ARTS & CULTURE

ABBEY OF NEW CLAIRVAUX, 26240 7TH STREET

INC.

VINA,

CA 96092

94-1516317

501(C)3

27 , 000.

0.

RELIGIOUS

ABBEY OF LOUIS -

SAINT MARY AND 500

SAINT ST.

SOUTH MASON ROAD

LOUIS,

MO 63141

43-0713971

501(C)3

5,250.

0.

R ELIGIOUS

ABBEY OF LOUIS -

SAINT MARY AND 500

SAINT ST.

SOUTH MASON ROAD

LOUIS,

MO 63141-8500

43-0713971

501 ( C ) 3

7 350.

0.

E DUCATION

ABIDING 9776

IN THE VINE

CAMINITO DOHA

SAN DIEGO,

CA 92131

33-1114232

501 (C) 3

7 500,

0.

RELIGIOUS 0

ABIDING

SAVIOR LUTHERAN CHURCH

23262 EL TORO ROAD LAKE FOREST, CA 92630 23-7043624 501(C)3 7,800. 0. R ELIGIOUS

ABIGAIL ALLIANCE FOR BETTER ACCESS TO DEVELOPMENTAL DRUGS HILL DR. 36 ASPEN VA

FREDERICKSBURG,

22406

02-0626386

501(C)3

7,000.

0.

H UMAN SERVICES

ABIGAIL 3900

PREGNANCY SERVICES,

INC.

LAYLIN ROAD OH 44857 34-1620641 501(C)3

NORWALK,

5 , 000. 1

0.

UMAN SERVICES

2 3

Enter total number of Section 501(c)(3) and government organizations Enter total number of other organizations

^ ^

832241 12-17-08

LHA For Privacy Act and Paperwork Reduction Act Notice , see the InstructiorMor Form 990.

Schedule I-1 (Form 990) 2008

OMB No 1

SCHEDULEI-1 (Form 990) Department of the Treasury

Continuation Sheet for Schedule I (Form 990) A Attach to Form 990 to list additional information for Part II and Part III, Schedule I (Form 990).


Name of the organization SCHWAB CHARITABLE FUNDI Part I I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II.) (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other)


(9) Description of non-cash assistance

(h) Purpose of grant or assistance

ABILENE CHRISTIAN UNIVERSITY 1600 CAMPUS COURT

ABILENE ,

TX 79601

75-0851900

501(C)3

9 , 000.

0.

E DUCATION

ABRAHAM FUND 9 EAST 45TH STREET

NEW YORK,

NY 10017

13-3556715

501(C)3

5 , 000.

0.

H UMAN SERVICES

ABRAHAM JOSHUA HESCHEL 270 WEST 89TH STREET

SCHOOL

NEW YORK,

NY 10024

13-3091539

5 01(C)3

18,000.

0.

E DUCATION

ABSOLUTE RETURN FOR KIDS

US

INC.

25 W.

53RD 13-4147912 5 01(C)3 30 , 000. 0, H UMAN SERVICES

NEW YORK , NY 10019

ABUNDANT LIFE CHRISTIAN FELLOWSHIP 2581 LEGHORN STREET

MOUNTAIN VIEW,

CA 94303

77-0013414

5 01(C)3

33 , 250.

0.

RELIGIOUS E

ACADEMY OF 600

FINE ARTS

MAIN STREET

LYNCHBURG, VA 24504

23-7061145

501(C)3

20,000.

0,

TS & CULTURE

ACADEMY OF OUR LADY OF MERCY5801 FEGENBUSH LANE

LOUISVILLE , KY 40228

61-1116388

5 01(C)3

6 900.

0.

E DUCATION

ACADEMY OF SACRED MUSIC 1003 N 4TH AVE ALTOONA , PA 16601 25-1843697 5 01(C)3 5 , 000. 0, ELIGIOUS

Enter total number of Section 501 (c)(3) and government organizations Enter total number of other organizations 832241 12-17-08 LHA For Privacy Act and Paperwork Reduction Act Notice , see the InstructiorMor Form 990.

2 3

^ ^ Schedule I-1 (Form 990) 2008

OMB No 1545-0047

SCHEDULE I-1 (Form 990)Department of the Treasury



Name of the organization SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II.)(a) Name and address of organization or government (b) EIN (c) IRC Code section (d) Amount of cash grant (e) Amount of non-cash (f) Method of valuation


(g) Description of non-cash assistance


if applicable

assistance


ACADEMY OF THE 1250

SACRED HEART

KENSINGTON RD. MI 48304-3029 38-1358173 501(C)3 9,300. 0. EDUCATION

BLOOMFIELD HILLS,

ACCELERATE BRAIN CANCER CURE, 1717 RHODE ISLAND AVE

INC.

WASHINGTON, DC 20036ACHIEVEMENT REWARDS SCIENTISTS, SUITE 106 INC. FOR COLLEGE 38 KEYS STREET CA

52-2320756

501(C)3

8,000.

0.

H UMAN SERVICES

SAN FRANCISCO,

94129-0405

23-7335361

01(C)3

13 , 100.

0.

E DUCATION

ACLU FOUNDATION 125 BROAD STREET

NEW YORK, NY 10004

13-6213516

501(C)3

32 , 100.

0.

S OCIAL SERVICES

ACLU FOUNDATION OF COLORADO, 400 CORONA STREET DENVER, CO 80218

INC. 15,000. 0, S OCIAL SERVICES

23-7028224

501(C)3

ACLU FOUNDATION OF FLORIDA,4500 BISCAYNE BLVD, STE 340

INC H UMAN SERVICES

MIAMI ,

FL 33137

23-7137529

01(C)3

20 , 000.

0.

ACLU FOUNDATION OF MASSACHUSETTS

211 CONGRESS ST. BOSTON, MA 02110 23-7312949 501(C)3 176 100. 0. SOCIAL SERVICES

ACLU FOUNDATION OF SOUTHERN CALIFORNIA - 1313 WEST EIGHTH ST LOS ANGELES, CA 90017 95-2673361 501(C)3 5,300. 0. SOCIAL SERVICES

2 Enter total number of Section 501(c)(3) and government organizations 3 Enter total number of other organizations 832241 12-17-08 LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructior2;7or Form 990.



No 1545-0047

Continuation Sheet for Schedule I (Form 990)

A Attach to Form 990 to list additional information for Part II and Part III, Schedule I (Form 990).


Name of the organization SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II ) (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other)




ACTERRA 3921 EAST BAYSHORE ROAD

PALO ALTO,

CA 94303

23-7064937

501(C)3

6,500.

0.


ACTION AGAINST HUNGER 247 WEST 37TH ST, SUITE 1201

NEW YORK ,

NY 10018

13-3327220

501(C)3

20,300.

0.

H UMAN SERVICES

ACTION FOR HEALTH INC. -

IN THE AMERICAS, -

4 VICTORIA DR.

GUILDERLAND , NY 12084

16-1742112

501(C)3

5 , 000.

0.

UMAN SERVICES

ACTION INTERNATIONAL MINISTRIESP.O. BOX 398

MOUNTLAKE TERRACE,

WA 98043-0398

51-0163499

501(C)3

21 , 700.

0.

INTERNATIONAL

ACTUARIAL FOUNDATION 475 NORTH MARTINGALE ROAD

SCHAUMBURG,

IL 60173-2226

36-3968441

501(C)3

5 , 250.

0.

SOCIAL SERVICES

ACUMEN FUND,

INC.

76 NINTH AVENUENEW YORK, NY 10011 13-4166228 501(C)3 116 001. 0. INTERNATIONAL

ADAM'S

CAMP

6767 SOUTH SPRUCE STREET #102 DENVER , CO 80112 74-2432104 501(C)3 17 600. 0. H UMAN SERVICES

ADAS

ISRAEL CONGREGATION

2850 QUEBEC STREET NWWASHINGTON, DC 20008 53-0196563 501(C)3 11 770.

0. 1

1

R ELIGIOUS

Enter total number of Section 501(c)(3) and government organizations Enter total number of other organizations 832241 12-17-08 LHA For Privacy Act and Paperwork Reduction Act Notice , see the InstructiorMor Form 990.

2 3



Continuation Sheet for Schedule I (Form 990) A Attach to Form 990 to list additional information for Part 11 and Part III, Schedule I (Form 990).

No 1545-0047


Name of the organization SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II.) (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other)




ADEC,

INC.

19670 STATE ROAD 120 BRISTOL, IN 46507 35-1060633 501(C)3 7 , 000. 0. H UMAN SERVICES

11

ADIDAM 12180 RIDGE RD. MIDDLETOWN, CA 95461 95-2819458 501(C)3 9 , 000. 0. ELIGIOUS

ADIRONDACK COUNCIL,103 HAND AVE, SUITE NY

INC.3 14-1594386 501(C)3 24 , 500. 0. ENVIRONMENTAL/ANIMALS

ELIZABETHTOWN ,

12932

ADKINS ARBORETUM, 12610 EVELAND RD. MD 21660

LTD.

RIDGELY ,

52-1163405

501(C)3

25 , 000.

0.


ADLER PLANETARIUM 1300 SOUTH LAKE SHORE DRIVE

CHICAGO,

IL 60605

36-6210902

501(C)3

50,100.

0.

E DUCATION

ADMINISTRATIVE SEASIDE

SCHOOL DISTRICT -

#10

1193-6000304 501(C)3 12 , 500, 0. E DUCATION

SCHOOL DISTRICT

1801

S.

FRANKLIN - SEASIDE,

OR 97138

ADOLESCENT COUNSELING SERVICES 4000 MIDDLEFIELD ROAD

PALO ALTO , CA 94303

51-0192551

01(C)3

10 , 800.

0.

H UMAN SERVICES

ADVANCING RENEWAL MINISTRIES INCORPORATED DRAKE DRIVE 11616 SIR FRANCIS NC 28277 43-1308351 501(C)3 5 , 000. 0 RELIGIOUS

CHARLOTTE,

Enter total number of Section 501 (c)(3) and government organizations Enter total number of other organizations 832241 12-17-08 LHA For Privacy Act and Paperwork Reduction Act Notice, see the InstructiorMor Form 990.

2 3

^ ^ Schedule 1-1 (Form 990) 2008

OMB No 1

SCHEDULE I-1 (Form 990) Department of the Treasury Name of the organization


Open to Public InspectionEmployer identification number

SCHWAB CHARITABLE FUNDPart F I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II.) (a) Name and address oforganization or government

31-1640316(d) Amount ofcash grant

(b) EIN

(c) IRC Codesection if applicable

(e) Amount ofnon-cash assistance

(f) Method ofvaluation (book, FMV, appraisal, other)



ADVENTIST HINSDALE HOSPITAL 120 N. OAK ST

HINSDALE ,

IL 60521

36-2276984

501(C)3

10,000.

0.

H UMAN SERVICES

C

J I

ADVENTIST THEOLOGICAL SOCIETY 6330 DEANS HILL ROAD

BERRIEN CENTER, MI 49102

62-1386974

501(C)3

154 961.

0.

ELIGIOUS

ADVENTURES

IN MISSIONS,

INC.

6000 WELLSPRING TRAIL

GAINESVILLE,

GA 30506

65-0133113

501(C)3

16 , 890.

0.

R ELIGIOUS

ADVOCATE CHARITABLE 205 W, TOUHY AVENUE IL 60068

FOUNDATION

PARK RIDGE,

36-3297360

501(C)3

19,500.

0.

H UMAN SERVICES

ADVOCATE GOOD 450

SHEPHERD 22

HOSPITAL

WEST HIGHWAY IL

BARRINGTON,

60010

36-3297360

501(C)3

5,000.

0.

H UMAN SERVICES

ADVOCATES 1515 S.

FOR CHILDREN SUITE 201

EL CAMINO REAL,

SAN MATEO,

CA 94402

04-3849393

01(C)3

104 854,

0.

OCIAL SERVICES

ADVOCATES FOR SCHOOL CHOICE 1660 L STREET, NW 33-0627955 501(C)3 100 000, 0. E DUCATION

WASHINGTON, DC 20036

ADVOKIDS

5643 PARADISE DRIVE CORTE MADERA , 2 3 CA 94925 94-3157218 501(C)3 125,600. 0. H UMAN SERVICES 10. 10.


832241 12.17-o8

LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructior5Qor Form 990 .



Continuation Sheet for Schedule I (Form 990) A Attach to Form 990 to list additional information for Part II and Part III, Schedule I (Form 990).

OMB No 1545-0047

Open to Public

Name of the organization

Employer identification number

SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II ) (a) Name and address oforganization or government

31-1640316(d) Amount ofcash grant

(b) EIN

(c) IRC Codesection





if applicable

assistance


AFRICA INLAND MISSION INTERNATIONAL,PEARL RIVER ,

INC.NY

- P.O.

BOX 17811-1873101 501(C)3 29 800. 0. INTERNATIONAL

10965

AFRICAN LEADERSHIP FOUNDATION1394 YORK AVENUE, # 5A

NEW YORK,

NY 10021

83-0425133

501(C)3

50 , 000.

0.

SOCIAL SERVICES

AFRICAN WILDLIFE FOUNDATION 1400 16TH STREET N.W.

WASHINGTON , DC 20036

52-0781390

501(C)3

31 , 950.

0.


AFRICARE 440 R STREET NW DC 20001 23-7116952 501(C)3 6 , 500. 0. INTERNATIONAL

WASHINGTON,

AGAPE CHILDREN'S MINISTRY, 3600 SISK ROAD, STE 4-C

INC.

MODESTO,

CA 95356-0542

20-4191319

501(C)3

27 , 648.

0.

R ELIGIOUS

AGAPE CHRISTIAN ACADEMY 14220 CLARIDON TROY RD.

BURTON, OH 44021

54-2165270

501(C)3

7,500.

0.

E DUCATION

AGAPE UNLIMITED, 1 FAYETTE

INC. 1C

PROPERTIES

MANCHESTER,

KY 40962

61-0967159

501(C)3

5 , 000.

0.

RELIGIOUS

AGASSIZ VILLAGE 238 BEDFORD STREETLEXINGTON, MA 02420 04-2160531 501(C)3 7,500. 0. H UMAN SERVICES

2 3


10.

832241 12-17-08

LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructior11or Form 990.


SCHEDULE I-1 (Form 990) Department of the Treasury


OMB No 1545-0047


Name of the organization SCHWAB CHARITABLE FUNDPart I I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II.)

Employer identification number 31-1640316(h) Purpose of grantor assistance

(a) Name and address oforganization or government

(b) EIN

(c) IRC Codesection





if applicable

assistance


AGLOW 123

INTERNATIONAL SOUTH

SECOND AVE

EDMONDS , WA 98020

23-7275330

501(C)3

80 , 000.

0.

RELIGIOUS

AGNES SCOTT COLLEGE 141 EAST COLLEGE AVENUE DECATUR, GA 30030 58-0566116 501(C)3 5,000. 0. DUCATION

AGROS FOUNDATION 2225 FOURTH AVENUE,SEATTLE , WA 98121

SECOND FLOOR91-1276578 01(C)3 116 500. 0. SOCIAL SERVICES

AGUDAS 6442

ISRAEL CONGREGATION

STOVER AVENUE

CINCINNATI,

OH 45237

31-0628603

501(C)3

10 000.

0.

RELIGIOUS

AID FOR AIDS 120 WALL

INTERNATIONAL,

INC.

STREET NY 10005 13-3954568 501(C)3 20,000. 0. INTERNATIONAL

NEW YORK,

AIDS SF

LEGAL REFERRAL 1663

PANEL OF THE MISSION STREET

1194-3111738 501(C)3 5 , 000. 0. HUMAN SERVICES

BAY AREA

- SAN FRANCISCO,

CA 94103

AIM HIGH P 0 BOX 410715 SAN FRANCISCO, CA 94141 94-3296338 501(C)3 17 , 250. 0. EDUCATION

AIM USA 345 EAST 9TH STREET

ERIE ,

PA 16503

25-1719946

501(C) 3

5 000.

0. 1

1

RELIGIOUS

Enter total number of Section 501 (c)(3) and government organizations Enter total number of other organizations 832241 12.17-08 LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructiorl2or Form 990.

2 3

110. 10. Schedule I-1 (Form 990) 2008

SCHEDULEI-1 (Form 990)Department of the Treasury


OMB No 1545-0047

Open to Public Insoection Employer identification number

Name of the organization

SCHWAB CHARITABLE FUNDPart I Continuation of Grants and Other Assistance to Governments and Organizations in the U.S. (Schedule I (Form 990), Part II ) (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV,appraisal, other)

31-164031 6(g) Description of non-cash assistance (h) Purpose of grant or assistance

ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DRIVE OAKLAND, CA 94621 94-2960297 o1(C)3 140 225. 0. H UMAN SERVICES

ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNIVERSITY 1165 MORRIS PARK AVENUE -

Schwab Charitable Fund 2008 990

Documents

Transcript of Schwab Charitable Fund 2008 990