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 FAIRFIELD, IA. Its most recent IRS filing (2024) reports revenue of $13.7M, expenses of $2.5M, total assets of $332.5M. Imperigo tracks 14 reported grants from this foundation totaling approximately $8.5M.
EIN: 474959497
FAIRFIELD, IA
Latest filing: 2024
Total Revenue$13.7M
Total Expenses$2.5M
Total Assets$332.5M
Grants Given14
Grant Total$8.5M
Filing Years2019–2024
Sample Grants Given
IN SUPPORT OF SANTA BARBARA FOUNDATION, IMPACT INVESTING, HOUSING AFFORDABILITY, WILDFIRE RESILIENCE, AND CONSERVATION, ENVIRONMENT AND PUBLIC TRAILS PROJECTS
$838,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
$500,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
$500,000
IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
$500,000
TO DEVELOP EXECUTIVE LEADERSHIP, DIGITAL DELIVERY AND INFRASTRUCTURE.
$637,855
Showing up to 5 of 14 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 |
|---|---|---|---|
| 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 |
| 2019 | $1.7M | $1.7M | $49.4M |
Between 2019 and 2024, reported annual revenue grew from $1.7M to $13.7M (+715%), with total assets most recently reported at $332.5M.
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.