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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
2022-12-01
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.
Total revenues
$3,097,110
2022
Total expenses
$1,069,155
2022
Total assets
$126,690,369
2022
Num. employees
0
2022

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 Foundation IncorporatedThrough Santa Barbara Foundation in Support of the Dhammacharinee Wittaya Foundation School Project in Thailand.$870,157

Personnel at Eric and Kelly Schwartz Charitable Trust

NameTitleCompensation
Eric SchwartzTrustee$0

Financials for Eric and Kelly Schwartz Charitable Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$2,090,411
Program services$0
Investment income and dividends$1,006,699
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$3,097,110

Form 990s for Eric and Kelly Schwartz Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-08990View PDF
2021-122022-11-14990View PDF
2020-122021-11-15990View PDF
2019-122021-03-02990View PDF
2018-122020-01-03990View PDF
...and 3 more Form 990s

Organizations like Eric and Kelly Schwartz Charitable Trust

OrganizationLocationRevenue
Florida K of C CharitiesDavenport, FL$1,127,721
Eagles Memorial FoundationGrove City, OH$2,478,988
Beth Aba TrustBrooklyn, NY$1,768,823
Telford FoundationNaples, FL$5,161,589
Sam and Peggy Grossman Family FoundationPhoenix, AZ$1,054,864
Simply Distribute Charitable FoundationVirginia Beach, VA$1,583,675
Edwards Foundation Attn Monte WardHuntington, WV$3,054,500
Putnam Family Charitable TrustDallas, TX$1,694,720
Servicesource FoundationOakton, VA$2,650,558
Land of the Free FoundationCity of Industry, CA$1,598,458
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 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
Independent
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