Nonpartisan civic infrastructure
AllCiv·Legis1
·

ERIC and Kelly Schwartz Charitable Trust

Public charity
DBA: % ERIC SCHWARTZ
Foundations · FAIRFIELD, IA · EIN 47-4959497

About

To support the santa barbara foundation

In care of ERIC Schwartz

Donations are tax-deductible
Category
Foundations
Employees
0
Volunteers
5

Financial Snapshot

FY ending 2024-12-31
Revenue
$13.7M
Expenses
$2.5M
Assets
$332.5M
Liabilities
$0

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
Your actions

Address

1776 Pleasant Plain RD
Fairfield, IA, 52556-875

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.