Schwab Charitable Fund

Schwab Charitable Fund

Schwab Charitable Fund

Overview
Date Founded

1999

Headquarters

211 Main Street, San Francisco, CA, 94105, United States

Charitable Causes

Public Foundations
Philanthropy, Voluntarism, and Grantmaking Foundations

Employees (Worldwide)

3

Industries

Other Business & Consulting Services
Social Interest

Company Description

At Schwab Charitable, our mission is to increase charitable giving in the United States by offering advantageous ways to give, useful information and unbiased guidance. Schwab Charitable is among the largest fundraising charities in the United States and a leading national donor-advised fund. Through the generosity of our donors, Schwab Charitable has raised over $7.8 billion for philanthropy and has facilitated more than $3.4 billion in grants to charity since inception. Working directly with individuals and with their advisors, we have developed a strategic approach to philanthropy to help donors of all sizes to frame, develop, and fulfill your charitable goals. We work hard to provide intelligent, useful, and ethical advice, delivered in the way that works best for you. While we offer technologically advanced options for managing philanthropy online, we also have a helpful, knowledgeable staff ready to answer any questions you might have. We're grateful to be at the forefront of strategic philanthropy, and we look forward to working with you to realize your (or your clients') charitable goals.

Executives & Employees

Assistant Secretary

Assistant Secretary

President

Chief Operating Officer

Managing Director, Operations

Managing Director & Relationship Manager

Managing Director, Relationship Management

Managing Director-Risk

Managing Director & Legal Counsel

Director of Finance

Board of Directors

Senior Vice President at Charles Schwab & Co., Inc.

Co-President & Chief Investment Officer at Aetos Alternatives Management LLC

Former Chief Executive Officer at California Society of Certified Public Accountants

Co-Founder at Summit Partners LP

Co-Founder at SKS Partners

Former Managing Director at Google, Inc.

Member, Board of Directors at Schwab Charitable Fund

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

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 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$3.47B
Non-Profit Donations & Grants
Non-Profit Donations & Grants Received
Suppliers
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 Investment Services & Portfolio Management

Baker Street Advisors' investment process begins the the development of an asset allocation/investment policy statement for each client based on that client's unique investment objectives, restrictions and risk tolerance. The firm typically identifies unaffiliated independent, third-party investment advisors, mutual funds, or private investment pools, including hedge funds, funds-of-funds, private equity, and other similar investments that they believe are best-suited for the client. In these situations, the investment managers have day-to-day responsibility for the active discretionary management of the allocated assets. Baker Street monitors the investment managers' performance and various investment markets to determine if the asset allocation remains appropriate or if changes are necessary due to changes in macro-economic indicators, interest rates, fiscal policy, geo-political or other factors.

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
2010
The Chronicle of Philanthropy - Philanthropy 400
Rank #10
2009
The Chronicle of Philanthropy - Philanthropy 400
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