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
Ready to take the next step with Eric and Kelly Schwartz Charitable Trust?
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
Among its reported 2024 grants, the largest include Santa Barbara Foundation ($838,000), Undue Medical Debt ($500,000), Community Foundation of Jackson Hole ($500,000).
| 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 |
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
Frequently Asked Questions
What is Eric and Kelly Schwartz Charitable Trust?
Eric and Kelly Schwartz Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FAIRFIELD, IA. It holds $332.5M in total assets as of 2024.
How large is Eric and Kelly Schwartz Charitable Trust?
As of 2024, Eric and Kelly Schwartz Charitable Trust holds $332.5M in total assets with $13.7M in annual revenue. It awarded 4 grants totaling $2.3M in 2024.
Where does Eric and Kelly Schwartz Charitable Trust operate?
Eric and Kelly Schwartz Charitable Trust has awarded grants in California, Iowa, New York, Wyoming.
What size grants does Eric and Kelly Schwartz Charitable Trust award?
In 2024, Eric and Kelly Schwartz Charitable Trust awarded 4 grants totaling $2.3M — an average of about $585K per grant, based on its IRS Form 990 filings.
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.
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
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Schwartz Family Foundation
FAIRFIELD, IA
Assets
—
Grants
38
Total Given
$3.7M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Kenneth and Caroline Taylor
WYALUSING, PA
Assets
$7.2M
Grants
59
Total Given
$1.5M
The Knobloch Family Foundation
WILMINGTON, DE
Assets
$163.2M
Grants
77
Total Given
$23.5M
The Seidler Foundation
DES MOINES, IA
Assets
—
Grants
175
Total Given
$4.1M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Morse Family Foundation
WILSON, WY
Assets
$105K
Grants
29
Total Given
$735K
Four Pines Charitable Foundation
TETON VILLAGE, WY
Assets
$14.0M
Grants
17
Total Given
$875K
Bny Mellon Charitable Gift Fund
BOSTON, MA
Assets
$2.0M
Grants
1,503
Total Given
$720.2M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Eric and Kelly Schwartz Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities