· Charitable trust
Eric and Kelly Schwartz Charitable Trust
To support the santa barbara foundation
Read this first · the figures below need context
57% of Eric and Kelly Schwartz Charitable Trust’s FY2024 grant dollars went to Santa Barbara Foundation, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 2 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2018–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| SANTA BARBARA FOUNDATION | $838,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | $500,000 |
| PROTECT OUR WATER JACKSON HOLE | $500,000 |
| UNDUE MEDICAL DEBT | $500,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY24–24, $500k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To provide consciousness - based educational programs including post secondary educational programs.
Ciis is an institution of higher education that encourages an interdisciplinary approach to learning. over 1,700 students are enrolled in masters, doctoral, bachelor of arts completion programs, and certifications. ours is a mosaic of…
To secure peace, affluence and invincibility for life everywhere on earth by providing perpetual support for large groups practicing transcendental meditation and its advanced techniques, especially large groups of maharishi vedic pandits…
Mfi was established to promote the expansion of maharishi vedic science.
(msh) saves lives and improves the health of the world's poorest (see schedule o) and most vulnerable people by closing the gap between knowledge and action in public health.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
To educate students to be ethical and socially responsible leaders in a global community.
The Institute is a scientific research center dedicated to conducting basic and applied research to advance the understanding of human disease and the improvement of human health. The Institute fosters an innovative research environment…
Research in disease prevention and other areas
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Improve excellence and access in higher education. Current focus is on India. Thus, Nalanda 2.0's current focus is to make India's higher education system world-class by building a world-class multidisciplinary research university,…
Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…
For reference, the grantee most central to the portfolio’s shape is Maharishi International University and the most unlike its peers is David Lynch Foundation for Consciousness -Based Education and World Peace. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
8 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 8 of the 9 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds MAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION INCORPORATED ↗
- Who funds MAHARISHI INTERNATIONAL UNIVERSITY ↗
- Who funds PROTECT OUR WATER JACKSON HOLE INC ↗
- Who funds SANTA BARBARA FOUNDATION ↗
- Who funds COMMUNITY FOUNDATION OF JACKSON HOLE ↗
- Who funds MEDICAL DEBT RESOLUTION INC ↗
- Who funds DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE ↗
- Who funds Center for the Advancement of Integrative Health ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Eric and Kelly Schwartz Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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How do I get to Eric and Kelly Schwartz Charitable Trust?
Find your warmest path to Eric and Kelly Schwartz Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.