Eric and Kelly Schwartz Charitable Trust
PO Box 2068, Wilson, WY · IRS data through FY2025
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2025 | $18,002,011 | $7,545,027 | $478,403,089 |
| FY2024 | $13,710,678 | $2,527,101 | $332,507,517 |
| FY2023 | $99,678,800 | $2,318,855 | $249,210,076 |
| FY2022 | $3,097,110 | $1,069,155 | $126,690,369 |
| FY2021 | $3,929,578 | $637,828 | $64,567,604 |
| FY2020 | $1,557,723 | $968,112 | $50,785,851 |
| FY2019 | $1,683,190 | $1,703,251 | $49,402,317 |
| FY2018 | $2,779,457 | $864,442 | $42,413,608 |
| FY2017 | $2,577,326 | $1,333,090 | $33,877,765 |
| FY2016 | $19,326,053 | $868,390 | $29,447,545 |
| FY2015 | $14,466,665 | $0 | $14,466,665 |
Form 990 filings
The returns filed by Eric and Kelly Schwartz Charitable Trust (EIN 47-4959497), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $17,916,666 | 100% |
| Program service revenue | $0 | 0% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $7,310,000 | 97% |
| Management & general | $235,027 | 3% |
| Fundraising | $0 | 0% |
What the numbers show
- Contributions & grants made up 100% of total revenue in FY2025.
- Program services accounted for 97% of functional expenses, management & general 3%, and fundraising 0%.
- 97% of functional expenses went to program services in FY2025. That is higher than 83.9% of 1000 Philanthropy, Voluntarism & Grantmaking Foundations organizations nationwide (too few in WY for a state comparison).
- Net assets covered about 760.9 months of expenses at the end of the reporting year. That puts it in the 96th percentile among 202 Philanthropy, Voluntarism & Grantmaking Foundations organizations in WY.
- Total revenue was higher than 97.6% of 208 Philanthropy, Voluntarism & Grantmaking Foundations organizations in WY.
- Total revenue rose from $14,466,665 in FY2015 to $18,002,011 in FY2025. Revenue increased in 5 and decreased in 5 of 10 year-over-year comparisons.
- Expenses exceeded revenue in 1 of 11 reported years (FY2019).
- The highest revenue on record here is $99,678,800 in FY2023.
- Net assets grew from $14,466,665 to $478,403,089 between FY2015 and FY2025.
- Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (supporting organization).
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
TO SUPPORT THE SANTA BARBARA FOUNDATION
IRS status
| Ruling year | 2016 |
| Subsection | 501(c)(3) |
| Classification | Public charity |
| Program area (NTEE) | T30 — Philanthropy, Voluntarism & Grantmaking Foundations (in WY) |
| Donations | Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (supporting organization). |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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