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ERIC AND KELLY SCHWARTZ CHARITABLE TRUST

EIN 47-4959497 WILSON, WY

Revenue 2025
$18,002,011
Expenses 2025
$7,545,027

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T30
Classification
1000
Street
PO BOX 2068

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

TO SUPPORT THE SANTA BARBARA FOUNDATION

  • TO SUPPORT THE SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE ERIC AND KELLY SCHWARTZ CHARITABLE TRUST.

    Expenses $7,310,000 · Grants $7,310,000

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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
    $596,554
    From this org
    $0
    From related orgs
    $503,372
    Other
    $93,182
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,118 related
    Bonus
    $0 + $46,964 related
    Other
    $0 + $1,290 related
    Deferred
    $0 + $58,500 related
    Nontaxable benefits
    $0 + $34,682 related
    Filer's total
    $0 + $596,554 related

  • AMY WEBBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TODD YUBA

    TRUSTEE

    Total calculated
    $317,737
    From this org
    $0
    From related orgs
    $265,845
    Other
    $51,892
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,139 related
    Bonus
    $0 + $11,381 related
    Other
    $0 + $8,325 related
    Deferred
    $0 + $26,506 related
    Nontaxable benefits
    $0 + $25,386 related
    Filer's total
    $0 + $317,737 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, and on a Form 990-PF Part VIII's — 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $18,002,011
    Expenses
    $7,545,027
    Contributions
    $17,916,666
    Grants paid
    $7,310,000
  • 2024
    Revenue
    $13,710,678
    Expenses
    $2,527,101
    Contributions
    $13,619,049
    Grants paid
    $2,338,000
  • 2023
    Revenue
    $99,678,800
    Expenses
    $2,318,855
    Contributions
    $99,654,351
    Grants paid
    $2,124,956
  • 2022
    Revenue
    $3,097,110
    Expenses
    $1,069,155
    Contributions
    $2,090,411
    Grants paid
    $870,157

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,929,578
    Expenses
    $637,828
    Assets (EOY)
    $64,567,604

  • 2020 · 990

    Revenue
    $1,557,723
    Expenses
    $968,112
    Assets (EOY)
    $50,785,851

  • 2019 · 990

    Revenue
    $1,683,190
    Expenses
    $1,703,251
    Assets (EOY)
    $49,402,317

  • 2018 · 990

    Revenue
    $2,779,457
    Expenses
    $864,442
    Assets (EOY)
    $42,413,608

  • 2017 · 990

    Revenue
    $2,577,326
    Expenses
    $1,333,090
    Assets (EOY)
    $33,877,765

  • 2016 · 990

    Revenue
    $19,326,053
    Expenses
    $868,390
    Assets (EOY)
    $29,573,529

  • 2015 · 990

    Revenue
    $14,466,665
    Expenses
    $0
    Assets (EOY)
    $14,466,665

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SO.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.