Eric and Kelly Schwartz Charitable Trust
FAIRFIELD, IA EIN: 47-4959497
TO SUPPORT THE SANTA BARBARA FOUNDATION
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Eric and Kelly Schwartz Charitable Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Iowa $3.4M (52%)
Wyoming $1.5M (22%)
New York $900K (13%)
California $838K (13%)
Cities
FairfieldJacksonLong Island CityNew YorkSanta BarbaraWilson
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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