ERIC and Kelly Schwartz Charitable Trust

Public charity

DBA: % ERIC SCHWARTZ

Foundations · WILSON, WY · EIN 47-4959497

Overview Money In Money Out People Connected Orgs Positions Interview Endorsements

About

To support the santa barbara foundation

In care of ERIC Schwartz

Donations are tax-deductible

Financial Snapshot

FY ending 2024-12-31

Revenue

$13.7M

Expenses

$2.5M

Assets

$332.5M

Liabilities

Financial history

$19.3M$9.7M$0

161718192021222324

RevenueExpenses

Latest FY2024: $13.7M · Peak FY2016: $19.3M · Avg: $7.2M

Political & Grant Activity

Campaign Spending

—

Lobbying

—

Grants Given

$2.3M

ERIC AND KELLY SCHWARTZ CHARITABLE TRUST

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Address

PO BOX 2068

Wilson, WY, 83014-206

Governance

Voting board members5

Independent members3

Conflict-of-interest policyYes

Whistleblower policyNo

Doc-retention policyNo

990 reviewed by boardYes

Compensation practices

Severance paymentsNo

Equity-based compNo

Supplemental retirement planNo

Initial contract exceptionNo

Public records

ProPublica Nonprofit Explorer ↗

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS Tax Exempt Organization Search ↗

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.