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EIN 47-4959497

Eric and Kelly Schwartz Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Fairfield
State
Iowa
Year formed
2015
Most recent tax filings
2023-12-01
NTEE code, primary
T30: Public Foundations
Description
The Eric and Kelly Schwartz Charitable Trust supports The Santa Barbara Foundation, which is the organization it backs. It directs its efforts towards supporting the latter.
Related structure
Eric and Kelly Schwartz Charitable Trust is a subordinate organization under Santa Barbara Foundation.
Total revenues
$99,678,800
2023
Total expenses
$2,318,855
2023
Total assets
$249,210,076
2023
Num. employees
0
2023

Program areas at Eric and Kelly Schwartz Charitable Trust

To support the santa barbara foundation, the supported organization of the Eric and Kelly Schwartz Charitable Trust.

Grants made by Eric and Kelly Schwartz Charitable Trust

GranteeGrant descriptionAmount
Maharishi International University (MUM)To Develop Executive Leadership, Digital Delivery and Infrastructure.$637,855
Maharishi International University Foundation IncorporatedDhammacharinee Wittaya Foundation Operational Expenses May - August 2023$550,000
Protect Our Water Jackson HoleGeneral Support.$500,000
...and 1 more grant made

Personnel at Eric and Kelly Schwartz Charitable Trust

NameTitleCompensation
Eric SchwartzTrustee$0

Financials for Eric and Kelly Schwartz Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$99,654,351
Program services$0
Investment income and dividends$24,449
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$99,678,800

Form 990s for Eric and Kelly Schwartz Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-04990View PDF
2022-122023-11-08990View PDF
2021-122022-11-14990View PDF
2020-122021-11-15990View PDF
2019-122021-03-02990View PDF
...and 4 more Form 990s

Organizations like Eric and Kelly Schwartz Charitable Trust

OrganizationLocationRevenue
Impact Investing Charitable TrustLenexa, KS$137,997,700
William and Ruth Scott Family FoundationOmaha, NE$61,187,898
Hexagon FoundationColorado Springs, CO$95,907,277
The Crosland FoundationCharlotte, NC$90,029,732
IlluminationsAlpharetta, GA$46,309,117
Taylor Family Farms FoundationMinneapolis, MN$172,800,000
Telescope FundWashington, DC$69,446,551
Ray Dolby Legacy FundNovato, CA$87,657,765
Monmouth Medical Center FoundationOceanport, NJ$46,425,596
Walton Family Charitable Support FoundationBentonville, AR$27,468,411
Data update history
January 11, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 3, 2023
Updated personnel
Identified 2 new personnel
May 31, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsChapter / child organizationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
Address
1776 Pleasant Plain Rd
Fairfield, IA 52556
County
Jefferson County, IA
Phone
(641) 472-1500
IRS details
EIN
47-4959497
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2015
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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