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← ERIC AND KELLY SCHWARTZ CHARITABLE TRUST

Form 990 for tax year 2023

Filed by ERIC AND KELLY SCHWARTZ CHARITABLE TRUST.

Totals

Total revenue
$99,678,800
Total expenses
$2,318,855
Contributions and grants received
$99,654,351
Grants paid
$2,124,956
Program services expenses (Part IX)
$2,124,956
Management and general expenses
$193,899
Fundraising expenses
$0
Program service expenses (Part III)
$2,124,956

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIC SCHWARTZ

    TRUSTEE, PRINCIPAL OFFICER

    Total calculated
    $0
    Hours/week
    1

  • KELLY SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE CARRERA

    TRUSTEE

    Total calculated
    $482,803
    From this org
    $0
    From related orgs
    $401,076
    Other
    $81,727
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,076 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $55,500 related
    Nontaxable benefits
    $0 + $26,227 related
    Filer's total
    $0 + $482,803 related

  • AMY WEBBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TODD YUBA

    TRUSTEE

    Total calculated
    $316,971
    From this org
    $0
    From related orgs
    $266,785
    Other
    $50,186
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,785 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,607 related
    Nontaxable benefits
    $0 + $22,579 related
    Filer's total
    $0 + $316,971 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. JACQUELINE CARRERA, TRUSTEE, IS PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. SANTA BARBARA FOUNDATION UTILIZES THE FOLLOWING METHODS TO ESTABLISH CEO COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202433099349301823

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