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 $7.3M across 5 grants in 2025 (avg $1.5M), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $7,310,000
- +212.7% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $1,462,000
- +150.1% vs 2024
- Median grant
- $25,000
- Total assets
- $478,460,494
- +43.9% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated November 2026.
Who Eric and Kelly Schwartz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Santa Barbara Foundation ($7.2M). Together the top 5 received $7.3M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $500K–1M range: 9 grants of 15 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Eric and Kelly Schwartz Charitable Trust gives
- Giving grew 740% from 2022 to 2025. 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 2025, annual grant giving ranged from $509K (2021) to $7.3M (2025). In 2025 it made 5 grants totaling $7.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Barbara Foundation Santa Barbara, CA | In support of santa barbara foundation, for wildfire relief, recovery and resiliency and to establish a donor advised fund | $7,210,000 |
| Santa Barbara Neighborhood Clinics Santa Barbara, CA | In support of santa barbara foundation, for capital campaign | $25,000 |
| Santa Barbara County Immigrant Legal Defense Center Santa Barbara, CA | In support of santa barbara foundation, for general support | $25,000 |
| Sansum Clinic Santa Barbara, CA | In support of santa barbara foundation, to acquire a state-of-the-art piece of equipment, the da vinci dv5 robot | $25,000 |
| 805 Undocufund Lompoc, CA | In support of santa barbara foundation, for general support | $25,000 |
Ready to take the next step with Eric and Kelly Schwartz Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $478,460,494 | $18,002,011 | $7,545,027 | $7,310,000 | 5 | $85,345 |
| 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 Wilson, WY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $478.5M in total assets. In 2025, it awarded 5 grants totaling $7.3M. Net investment income was $85K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Eric and Kelly Schwartz Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 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, 2020–2025. "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 $7.3M across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.3M 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 2025 was $25,000, and its average grant was $1,462,000, across 5 grants on its 2025 IRS Form 990.
Where does Eric and Kelly Schwartz Charitable Trust give grants?
Eric and Kelly Schwartz Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Santa Barbara, CA (4 grants).
Does Eric and Kelly Schwartz Charitable Trust give general operating support?
Yes: 40% of Eric and Kelly Schwartz Charitable Trust's 2025 grants with a stated purpose (2 of 5) were for general or operating support, per its 2025 IRS Form 990.
Who are Eric and Kelly Schwartz Charitable Trust's largest grantees?
Eric and Kelly Schwartz Charitable Trust's largest 2025 grantees include Santa Barbara Foundation ($7,210,000), Santa Barbara Neighborhood Clinics ($25,000) and Santa Barbara County Immigrant Legal Defense Center ($25,000), according to its 2025 IRS Form 990. Together they received 99% of its itemized 2025 grant dollars.
How large is Eric and Kelly Schwartz Charitable Trust?
Eric and Kelly Schwartz Charitable Trust reported $478.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $18.0M.
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 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS September 24, 2026)
- 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
Live grants for the work Eric and Kelly Schwartz Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Eric and Kelly Schwartz Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Schwartz Family Foundation
Fairfield, IA
The Schwartz Family Foundation funds education, scholarships, community initiatives, and health-related programs, with most 2024 grant dollars going to Iowa organizations and some support reaching other states and Thailand. Its 38 grants ranged from $1,800 to $1,291,889, with a median of $10,000. It accepts written applications with relevant information and does not restrict giving to preselected organizations.
Assets
$32.8M
Grants
38
Total Given
$3.7M
Four Pines Charitable Foundation
Teton Village, WY
The foundation funds preselected charities working in areas including local journalism, education, family-planning travel, and conservation. In 2024, its 17 grants ranged from $1,000 to $300,000, with a median of $40,000; giving was concentrated in Washington, DC, California, and New York, with some support in Wyoming and elsewhere. It does not accept unsolicited requests.
Assets
$14.0M
Grants
17
Total Given
$875K
Agilent Technologies Foundation
Santa Clara, CA
Agilent Technologies Foundation funds environmental work on safe water, air quality, food supplies and climate change, as well as STEM education and economic opportunity for underrepresented communities. Its 2025 grants had a median of $25,000 and ranged from $5,000 to $2,166,500; most grant dollars went to Delaware, with some support elsewhere in the U.S. and internationally. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$596K
Grants
20
Total Given
$5.0M
Morse Family Foundation
Wilson, WY
The Morse Family Foundation supports a varied mix of charitable organizations, including arts, environmental, philanthropic, and community groups, with recent grants concentrated in Pennsylvania, New York, and Wyoming. In 2025 it awarded 25 grants totaling about $1.02 million; grants ranged from $200 to $600,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$6.2M
Grants
25
Total Given
$1.0M
Kenneth and Caroline Taylor
Wyalusing, PA
The Kenneth and Caroline Taylor Family Foundation funds education, health, economic self-sufficiency, children and families, arts and culture, and environmental protection, with a focus on Wyalusing, Pennsylvania, and communities where family members live and work. Grants generally range from $1,000 to $100,000, though reported 2025 grants ranged from $500 to $1.06 million. It does not accept unsolicited requests.
Assets
$5.5M
Grants
65
Total Given
$2.7M
Tisbest Philanthropy
Seattle, WA
TisBest Philanthropy distributes grants to eligible U.S. charities across a broad range of causes, based on gift-card recipients’ recommendations. In 2025, grants ranged from $5,020 to $200,000, with a median of $10,100; the profile does not state whether it accepts unsolicited requests.
Assets
$2.2M
Grants
181
Total Given
$3.8M
More similar funders
More Funders in Wyoming
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Eric and Kelly Schwartz Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Eric and Kelly Schwartz Charitable Trust down — hundreds of funders to go?