Eric and Kelly Schwartz Charitable Trust
To support the santa barbara foundation
Eric and Kelly Schwartz Charitable Trust at a glance
In short: Eric and Kelly Schwartz Charitable Trust gave $2.3M across 4 grants in 2024 (avg $585K), top state Wyoming. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $2,338,000
- +10.0% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $584,500
- +10.0% vs 2023
- Median grant
- $500,000
- Total assets
- $332,507,517
- +33.4% vs 2023
- Primary geography
- Wyoming (43% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Eric and Kelly Schwartz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Santa Barbara Foundation ($838K). Together the top 4 received $2.3M.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was in the $500K–1M range: 9 grants of 12 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How Eric and Kelly Schwartz Charitable Trust gives
- Giving grew 359% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $509K (2021) to $2.3M (2024). In 2024 it made 4 grants totaling $2.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Barbara Foundation Santa Barbara, CA | In support of santa barbara foundation, impact investing, housing affordability, wildfire resilience, and conservation, environment and public trails projects | $838,000 |
| Undue Medical Debt Long Island City, NY | In support of santa barbara foundation, for general support | $500,000 |
| Community Foundation of Jackson Hole Jackson, WY | In support of santa barbara foundation, for general support | $500,000 |
| Protect Our Water Jackson Hole Wilson, WY | In support of santa barbara foundation, for general support | $500,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $332,507,517 | $13,710,678 | $2,527,101 | $2,338,000 | 4 | $91,629 |
| 2023 | $249,210,076 | $99,678,800 | $2,318,855 | $2,124,956 | 4 | $24,449 |
| 2022 | $126,690,369 | $3,097,110 | $1,069,155 | $870,157 | 1 | $1,006,699 |
| 2021 | $64,567,604 | $3,929,578 | $637,828 | $509,000 | 1 | $700,828 |
| 2020 | $50,785,851 | $1,557,723 | $968,112 | $842,685 | 2 | $468,179 |
About Eric and Kelly Schwartz Charitable Trust
Based on IRS filings
Eric and Kelly Schwartz Charitable Trust is a public charity, based in Fairfield, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $332.5M in total assets. In 2024, it awarded 4 grants totaling $2.3M. Net investment income was $92K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Eric and Kelly Schwartz Charitable Trust's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Amy Webber
Trustee
On filings since 2020
1 hr/week
No compensation reported
Eric Schwartz
Trustee & Principal Officer
On filings since 2020
1 hr/week
No compensation reported
Jacqueline Carrera
Trustee
On filings since 2020
1 hr/week
No compensation reported
Kelly Schwartz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Todd Yuba
Trustee
On filings since 2021
1 hr/week
No compensation reported
Former officers (2)
- Former: Janet Mocker (2020–2021) — Trustee
- Former: Jonathan Rudney (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Eric and Kelly Schwartz Charitable Trust
How much does Eric and Kelly Schwartz Charitable Trust give each year?
Eric and Kelly Schwartz Charitable Trust gave $2.3M across 4 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $2.1M across 4 grants.
What is Eric and Kelly Schwartz Charitable Trust's typical grant size?
Eric and Kelly Schwartz Charitable Trust's median grant in 2024 was $500,000, and its average grant was $584,500, across 4 grants on its 2024 IRS Form 990.
Where does Eric and Kelly Schwartz Charitable Trust give grants?
Eric and Kelly Schwartz Charitable Trust's top state is Wyoming, with 43% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were California (36%) and New York (21%).
Does Eric and Kelly Schwartz Charitable Trust give general operating support?
Yes: 75% of Eric and Kelly Schwartz Charitable Trust's 2024 grants with a stated purpose (3 of 4) were for general or operating support, per its 2024 IRS Form 990.
How large is Eric and Kelly Schwartz Charitable Trust?
Eric and Kelly Schwartz Charitable Trust reported $332.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $13.7M.
What is Eric and Kelly Schwartz Charitable Trust's EIN?
Eric and Kelly Schwartz Charitable Trust's EIN (Employer Identification Number) is 47-4959497. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 8, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 4, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 3, 2025)
- IRS filings on file for fiscal years 2020–2024
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