Eric and Kelly Schwartz Charitable Trust
TO SUPPORT THE SANTA BARBARA FOUNDATION
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$332.5M
+33.4% YoY
Annual Giving
$2.3M
+10.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$585K
+10.0% YoY
About Eric and Kelly Schwartz Charitable Trust
Based on IRS filings
Eric and Kelly Schwartz Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $332,507,517 | $249,210,076 | $126,690,369 |
| Revenue | $13,710,678 | $99,678,800 | $3,097,110 |
| Expenses | $2,527,101 | $2,318,855 | $1,069,155 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $91,629 | $24,449 | $1,006,699 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC SCHWARTZ | TRUSTEE, PRINCIPAL OFFICER | 1 | — |
| KELLY SCHWARTZ | TRUSTEE | 1 | — |
| JACQUELINE CARRERA | TRUSTEE | 1 | — |
| AMY WEBBER | TRUSTEE | 1 | — |
| TODD YUBA | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Main Street Fort Dodge Inc
FORT DODGE, IA
Assets
$315K
Grants
1
Total Given
$25K
John & Beverly Anderson Charitable Trust
VINTON, IA
Assets
—
Grants
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Total Given
$22K
Barbara Jean Couturier Charitable T
DAVENPORT, IA
Assets
—
Grants
0
Total Given
—
The Joseph Andres Family Foundation
OKOBOJI, IA
Assets
—
Grants
6
Total Given
$7K
Lohse Family Foundation
BONDURANT, IA
Assets
—
Grants
2
Total Given
$400K
Vande Brake Family Foundation
ORANGE CITY, IA
Assets
$172K
Grants
6
Total Given
$47K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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