Schwab Charitable Fund

Schwab Charitable Fund

Schwab Charitable Fund

Date Founded



211 Main St., San Fransisco, CA, 94105, United States

Charitable Causes

Public Foundations
Philanthropy, Voluntarism, and Grantmaking Foundations

Employees (Worldwide)

101 - 250


Other Business & Consulting Services
Social Interest

Company Description

Schwab Charitable™ is an independent 501(c)(3) public charity established in 1999 to help donors maximize the impact of their charitable giving with a tax-smart donor-advised fund account. Since inception, our donors have granted over $10 billion* to charity. A Schwab Charitable donor-advised fund account enables donors to contribute cash or appreciated assets to a charitable account to help realize the greatest possible tax benefits—and then support their favorite charities over time. We serve a wide range of charitable donors with accounts ranging in size from $5,000 to more than $500 million. With Schwab Charitable, donors are empowered to incorporate charitable planning into their everyday lives, giving them the potential to make a bigger difference in the world.

Contact Data
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Executives & Employees

Assistant Secretary

Assistant Secretary


Chief Operating Officer

Managing Director, Operations

Managing Director & Relationship Manager

Managing Director-Strategy

Managing Director-Technology

Managing Director-Technology

Managing Director-Risk

Paths to Schwab Charitable Fund
Potential Connections via
Relationship Science
Schwab Charitable Fund
Advisors & Consultants

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Legal Advisor

Morgan, Lewis & Bockius LLP provides transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. Their industry-focused practices include: antitrust, energy, life sciences, and securities. The company was founded in 1873 and is headquartered in Philadelphia, Pennsylvania.

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Non-Profit Donations & Grants
Non-Profit Donations & Grants Received
Forest Hill Capital LLC Hedge Funds | Little Rock, AR

Forest Hill Capital manages multiple alternative investment strategies on a discretionary basis, specializing in long/short equities using both limited partnerships and separately managed account structures.Forest Hill Select Fund LP (FHS) is a value-based, long-biased, long/short equity strategy primarily focused on investing in the common equity of publicly traded companies that are headquartered or have meaningful operations in the Sunbelt region of the US. FHS engages in the purchases of securities, as well as, selling securities short, across all major sectors of the economy, (e.g., financials, energy, industrials, basic materials, consumer cyclical & non-cyclical, communications, utilities and technology). The fund’s returns are dependent on individual stock selection and the tactical portfolio management of the collective exposure levels. The fund seeks to profit from long investments that are purchased at discounts relative to historical averages with the expectation of mean reversion due to improving financial performance. The fund seeks to profit from short investments that are overvalued and are expected to experience deterioration in financial performance. FHS is designed to achieve a more favorable long-term risk adjusted return versus the broader equity market.Forest Hill Regional Bank Strategy/ Forest Hill Strategic Value Fund LP (FHRB) is a public equity fund driven by a comprehensive due diligence process that seeks to invest in healthy community and regional banks that, despite growing market share, are trading at deep discountscompared to their historical averages of price-to-tangible book value. The fund seeks to recapture value in healthy community and regional business focusing on banks that were negatively impacted during the industry’s devaluation resulting from the global financial crisis of 2008. FHRB is a directionally-long investment strategy dedicated to deploying capital in the common equity of publicly traded community and regional banks located primarily in the Sunbelt region of the US. Forest Hill Capital looks for banks that possess strong capital ratios, trade at discount valuations relative to historical averages, and have the ability to enhance shareholder value through execution of offensive consolidation strategies. FHRB seeks investments in attractively-positioned, business-focused banks located in viable markets that are expected to benefit from diminished competition and a more favorable pricing environment. Investment returns are dependent on individual stock selection, portfolio construction and tactical management. Emphasis is placed on banks that serve local and regional business customers, possess low cost deposits and hold loans with short term maturities or variable rate credits. Although FHRB is predominately a dedicated long investment strategy, Forest Hill Capital does employ short selling tactics in an effort to enhance investment returns.

Baker Street Advisors LLC Consumer Finance

BSA allocates their clients’ investment assets among investment managers and funds in accordance with their designated investment objectives. The firm will provide the names of the investment managers selected from the investment manager search lists after considering the compatibility of the investment managers’ investment philosophy, minimum investment requirements and other factors with the client’s investment objectives, risk tolerances and other client criteria. They expect that the factors that will be used to determine the names of investment managers and funds to be included on the investment manager and fund search lists will include, but will not necessarily be limited to: reputation, management strength, performance record, philosophy, the continuity of management, service to clients, minimum dollar investment requirement, and fees. This determination is facilitated through a proprietary quantitative analysis, in-person meetings, and statistical screening prior to the engagement of any investment manager or the selection of any fund.

Silvercrest Asset Management Group LLC Investment Services & Portfolio Management | New York, NY

Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. Silvercrest's professionals have dedicated their careers to wealth management and our Managing Directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk. Silvercrest currently advises on $11.2 billion* for a clientele comprised primarily of families, as well as endowments, foundations and other institutional investors. Silvercrest's family office, advisory and investment capabilities are available to clients interested in investing substantial assets. Silvercrest is free from the numerous conflicts of interest inherent to larger organizations. Our size, our employee ownership and our collegial culture-coupled with the spirit, camaraderie and character of our organization-stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.

Awards & Honors
Rank #22
The Chronicle of Philanthropy - Philanthropy 400
Rank #10
The Chronicle of Philanthropy - Philanthropy 400
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