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Eric and Kelly Schwartz Charitable Trust

EIN: 47-4959497 • Fairfield, IA
Total Assets
$478.5M
Foundation endowment scale
Annual Giving
$7.3M
Annual capital distribution
Typical Grant
$25,000
Most grants: $25K – $25K
Application Status
Accepts New Applicants
Rolling review

About Eric and Kelly Schwartz Charitable Trust Grantmaking

Eric and Kelly Schwartz Charitable Trust is an institutional grantmaking foundation headquartered in Fairfield, IA (EIN: 47-4959497). According to verified IRS Form 990-PF filings, the foundation maintains $478.5M in total assets and distributed $7.3M across 14 grants. Its typical award size is $25,000, with the middle 50% of awards falling between $25K and $25K. Its primary funding focus includes Philanthropy & Grantmaking (68%), Education & Literacy (20%), Environment & Animals (8%), with the highest concentration of grants awarded in CA (64%) and IA (20%).

Top Funded Causes% Capital
Philanthropy & Grantmaking68%
$8.5M deployed3 awards
Education & Literacy20%
$2.5M deployed4 awards
Environment & Animals8%
$1M deployed2 awards
Human Services & Relief4%
$525K deployed2 awards
Health Care & Medical Research0%
$50K deployed2 awards
Top Recipient States% Dollars
CA State Recipients64%
$8.1M funded6 grants
IA State Recipients20%
$2.5M funded4 grants
WY State Recipients12%
$1.5M funded3 grants
NY State Recipients4%
$500K funded1 grants
Grant Size DistributionAward Scale
Major Grants ($100K+)71%
10 large institutional grants
Mid-Sized ($25K–$100K)29%
4 standard program grants
Micro & Small (<$25K)0%
0 grassroots micro-awards
Application Guidelines & DeadlinesPublic Filing Data
Application Policy
Accepts Unsolicited Proposals
Submission Deadlines

Rolling review

Geographic Focus & Restrictions

WY statewide and regional focus

Program Officer & Direct Contacts

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Recent Grant AwardsShowing 5 of 14 verified awards
Recipient OrganizationLocationTax YearAward AmountGrant Purpose
Santa Barbara FoundationSanta Barbara, CA2025$7,210,000In support of santa barbara foundation, for wildfire relief, recovery and resiliency and to establish a donor advised fund
Santa Barbara County Immigrant Legal Defense CenterSanta Barbara, CA2025$25,000In support of santa barbara foundation, for general support
805 UndocufundLompoc, CA2025$25,000In support of santa barbara foundation, for general support
Santa Barbara Neighborhood ClinicsSanta Barbara, CA2025$25,000In support of santa barbara foundation, for capital campaign
Sansum ClinicSanta Barbara, CA2025$25,000In support of santa barbara foundation, to acquire a state-of-the-art piece of equipment, the da vinci dv5 robot
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Frequently Asked Questions about Eric and Kelly Schwartz Charitable Trust

Does Eric and Kelly Schwartz Charitable Trust accept unsolicited grant proposals?

Yes, Eric and Kelly Schwartz Charitable Trust accepts unsolicited grant proposals. Submission review cycle: Rolling review.

What is the typical grant size from Eric and Kelly Schwartz Charitable Trust?

The median grant size from Eric and Kelly Schwartz Charitable Trust is $25,000, with the middle 50% of awards ranging between $25K and $25K.

What causes does Eric and Kelly Schwartz Charitable Trust fund?

Over recent Form 990-PF filings, Eric and Kelly Schwartz Charitable Trust's primary funding areas have been Philanthropy & Grantmaking, Education & Literacy, Environment & Animals.

How do I contact Eric and Kelly Schwartz Charitable Trust about a grant?

Eric and Kelly Schwartz Charitable Trust is headquartered in Fairfield, IA. Verified NPO Grant subscribers can access direct program officer telephone extensions, primary office numbers, and detailed submission guidelines.