Nonprofit · EIN 47-4959497
ERIC AND KELLY SCHWARTZ CHARITABLE TRUST
Tax-exempt · WILSON, WY 83014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $18,002,011 | $7,545,027 | $10,456,984 | $478,460,494 | $57,405 | $478,403,089 |
| December 31, 2024 | 990 | $13,710,678 | $2,527,101 | $11,183,577 | $332,507,517 | $0 | $332,507,517 |
| December 31, 2023 | 990 | $99,678,800 | $2,318,855 | $97,359,945 | $249,210,076 | $0 | $249,210,076 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $17,916,666
- Program service revenue
- $0
- Investment income
- $85,345
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,310,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,250
- Program services (functional)
- $7,310,000
- Management and general (functional)
- $235,027
Balance sheet and other
- Total assets, start of year
- $332,507,517
- Total assets, end of year
- $478,460,494
- Total liabilities, end of year
- $57,405
- Net assets, end of year
- $478,403,089
- Gross receipts
- $18,002,011
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2015
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE CARRERA | TRUSTEE Trustee or director | 1 | $0 | $503,372 | $93,182 |
| TODD YUBA | TRUSTEE Trustee or director | 1 | $0 | $265,845 | $51,892 |
| ERIC SCHWARTZ | TRUSTEE, PRINCIPAL OFFICER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KELLY SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY WEBBER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE CARRERA | TRUSTEE Trustee or director | 1 | $0 | $457,442 | $83,862 |
| TODD YUBA | TRUSTEE Trustee or director | 1 | $0 | $297,791 | $56,674 |
| ERIC SCHWARTZ | TRUSTEE, PRINCIPAL OFFICER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KELLY SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY WEBBER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUELINE CARRERA | TRUSTEE Trustee or director | 1 | $0 | $401,076 | $81,727 |
| TODD YUBA | TRUSTEE Trustee or director | 1 | $0 | $266,785 | $50,186 |
| ERIC SCHWARTZ | TRUSTEE, PRINCIPAL OFFICER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KELLY SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY WEBBER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2068, WILSON, WY 83014-2068
- In care of
- % ERIC SCHWARTZ
- Principal officer (990 for 2025)
- ERIC SCHWARTZ, PO BOX 2068, WILSON, WY 83014
- Signed the 990
- ERIC SCHWARTZ, TRUSTEE
- Phone
- (641) 472-5100
- Return prepared by
- RSM US LLP
Mission
TO SUPPORT THE SANTA BARBARA FOUNDATION
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4959497
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $478,460,494
- Income (IRS master file)
- $18,002,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $18,002,011 | $7,545,027 | $478,460,494 | XML |
| 990 | December 2024 | $13,710,678 | $2,527,101 | $332,507,517 | XML |
| 990 | December 2023 | $99,678,800 | $2,318,855 | $249,210,076 | XML |
| 990 | December 2022 | $3,097,110 | $1,069,155 | $126,690,369 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4959497).
Questions about ERIC AND KELLY SCHWARTZ CHARITABLE TRUST
- What is the EIN of ERIC AND KELLY SCHWARTZ CHARITABLE TRUST?
- The employer identification number (EIN) of ERIC AND KELLY SCHWARTZ CHARITABLE TRUST is 47-4959497.
- Is ERIC AND KELLY SCHWARTZ CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ERIC AND KELLY SCHWARTZ CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ERIC AND KELLY SCHWARTZ CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ERIC AND KELLY SCHWARTZ CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERIC AND KELLY SCHWARTZ CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ERIC AND KELLY SCHWARTZ CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names ERIC SCHWARTZ.
- Who are the officers and directors of ERIC AND KELLY SCHWARTZ CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ERIC AND KELLY SCHWARTZ CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $18,002,011, expenses of $7,545,027 and total assets of $478,460,494 at year end.
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All nonprofits in WILSON · Wyoming · Philanthropy, voluntarism and grantmaking foundations