Eric And Kelly Schwartz Charitable Trust

Organization Overview

Eric And Kelly Schwartz Charitable Trust is located in Fairfield, IA. The organization was established in 2016. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Eric And Kelly Schwartz Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2022, Eric And Kelly Schwartz Charitable Trust generated $3.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (17.5%) each year.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

TO SUPPORT THE SANTA BARBARA FOUNDATION.

Describe the Organization's Program Activity:

Part 3 - Line 4a

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


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Board, Officers & Key Employees

Name (title)Compensation
Eric Schwartz
Trustee, Principal Officer
$0
Kelly Schwartz
Trustee
$0
Jacqueline Carrera
Trustee
$0
Amy Webber
Trustee
$0
Todd Yuba
Trustee
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$2,090,411
Noncash contributions included in lines 1a–1f $2,090,411
Total Revenue from Contributions, Gifts, Grants & Similar$2,090,411
Total Program Service Revenue$0
Investment income $1,006,699
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $3,097,110

Grants Awarded

Over the last fiscal year, Eric And Kelly Schwartz Charitable Trust has awarded $842,685 in support to 2 organizations.

Grant RecipientAmount

MAHARISHI INTERNATIONAL UNIVERSITY

PURPOSE: IN SUPPORT OF THE SANTA BARBARA FOUNDATION. TO SUPPORT THE DHAMMAJARINEE SCHOOL PROJECT IN THAILAND.

$442,685

DAVID LYNCH FOUNDATION

PURPOSE: IN SUPPORT OF THE SANTA BARBARA FOUNDATION. TO FUND DEVELOPMENT, IMPLEMENTATION AND ADMINISTRACTION OF THE PHASE 3 CLINICAL TRIAL ON TM, PTSD AND RECOVERY FOR VETERANS.

$400,000
View Grant Profile

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