Mission
TO SUPPORT THE SANTA BARBARA FOUNDATION
Public Charity
ERIC AND KELLY SCHWARTZ CHARITABLE TRUST
ERIC AND KELLY SCHWARTZ CHARITABLE TRUST is a private foundation categorized as Public Charity based in WILSON, WY. Its most recent IRS filing (2025) reports revenue of $18.0M, expenses of $7.5M, total assets of $478.5M. Imperigo tracks 19 reported grants from this foundation totaling approximately $15.8M.
EIN: 474959497
WILSON, WY
Public Foundations
NTEE: T30
Latest filing: 2025
Total Revenue$18.0M
Total Expenses$7.5M
Total Assets$478.5M
Grants Given19
Grant Total$15.8M
Filing Years2020–2025
Where $100 goes at Eric and Kelly Schwartz Charitable Trust
How Eric and Kelly Schwartz Charitable Trust divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$86
Programs
the work itself
$14
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $86 for programs
$86
To support the santa barbara foundation, the supported organization of the Eric and Kelly Schwartz Charitable Trust
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Before you apply to Eric and Kelly Schwartz Charitable Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR WILDFIRE RELIEF, RECOVERY AND RESILIENCY AND TO ESTABLISH A DONOR ADVISED FUND
$7,210,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
$25,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR CAPITAL CAMPAIGN
$25,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, TO ACQUIRE A STATE-OF-THE-ART PIECE OF EQUIPMENT, THE DA VINCI DV5 ROBOT
$25,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
$25,000
Showing up to 5 of 19 total records — full history available with membership.
Officers & Directors
TRUSTEE
Amy Webber
TRUSTEE, PRINCIPAL OFFICER
Eric Schwartz
TRUSTEE
Jacqueline Carrera
TRUSTEE
Kelly Schwartz
TRUSTEE
Todd Yuba
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $18.0M | $7.5M | $478.5M |
| 2024 | $13.7M | $2.5M | $332.5M |
| 2023 | $99.7M | $2.3M | $249.2M |
| 2022 | $3.1M | $1.1M | $126.7M |
| 2020 | $1.6M | $968K | $50.8M |
Between 2020 and 2025, reported annual revenue grew from $1.6M to $18.0M (+1056%), with total assets most recently reported at $478.5M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA, IA, MD, NY, WY.
CAIAMDNYWY
Full geographic grant map with state-by-state breakdown available with membership.