Wyoming · Charitable trust
Eric and Kelly Schwartz Charitable Trust
To support the santa barbara foundation
- $7.3M
- Granted FY2025(still arriving)
- 5
- Grants FY2025
- 2
- Organizations funded FY2024
- 50%
- First-time grantees FY2024
Read this first · the figures below need context
99% of Eric and Kelly Schwartz Charitable Trust’s FY2025 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. FY2025 names 4 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.
- Median grant, FY2025
- $25,000
- Largest grant, FY2025
- $7,210,000
- Organizations funded a year
- 1 to 3
- FY2018 to FY2024
- States reached, FY2025
- 1
- Total assets, FY2025
- $478M
How open it is to new grantees
In FY2024, 50% of the organizations Eric and Kelly Schwartz Charitable Trust funded were first-time grantees, receiving 50% of its grant dollars.
New vs renewed · share of each year
In FY2024, 50% of grant dollars renewed an existing relationship; $500k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 4 | $100k | 100% |
| FY2024 | 2 | $1.0M | 50% |
| FY2023 | 3 | $2.1M | 67% |
| FY2022 | 1 | $870k | 0% |
| FY2021 | 1 | $509k | 0% |
| FY2020 | 2 | $843k | 50% |
| FY2019 | 2 | $1.6M | 100% |
| FY2018 | 1 | $700k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.
Top grantees
Largest recipients by total granted, FY2018 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Maharishi International University Foundation Incorporated | $3,801,342 | 5 | 44% |
| Maharishi International University | $1,074,956 | 1 | 2% |
| Protect Our Water Jackson Hole Inc | $1,000,000 | 2 | 37% |
| Medical Debt Resolution Inc | $500,000 | 1 | 1% |
| David Lynch Foundation for Consciousness -Based Education and World Peace | $400,000 | 1 | 5% |
| Center for the Advancement of Integrative Health | $150,000 | 1 | 69% |
| 805 Undocufund | $25,000 | 1 | n/a |
| Santa Barbara County Immigrant Legal Defense Center | $25,000 | 1 | n/a |
| Santa Barbara Neighborhood Clinics | $25,000 | 1 | 0% |
| Sansum Clinic | $25,000 | 1 | n/a |
Plus 1 recipient with no EIN on record ($700k), not named here.
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
How this is measured
Compare Eric and Kelly Schwartz Charitable Trust with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to Eric and Kelly Schwartz Charitable Trust?
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About Eric and Kelly Schwartz Charitable Trust
- How much does Eric and Kelly Schwartz Charitable Trust give?
- Eric and Kelly Schwartz Charitable Trust reported 5 grants totaling $7,310,000 in its FY2025 IRS filing. It funded between 1 and 3 organizations a year over FY2018 to FY2024.
- What does Eric and Kelly Schwartz Charitable Trust fund?
- By grant dollars over FY2018 to FY2025, its largest causes are Education (54%), Philanthropy (15%), Health (12%).
- Who are Eric and Kelly Schwartz Charitable Trust's largest grantees?
- By total granted over FY2018 to FY2025: Maharishi International University Foundation Incorporated ($3.8M), Maharishi International University ($1.1M), Protect Our Water Jackson Hole Inc ($1.0M).
- Does Eric and Kelly Schwartz Charitable Trust fund new organizations?
- In FY2024, 50% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as Eric and Kelly Schwartz Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
- Where is Eric and Kelly Schwartz Charitable Trust based?
- Eric and Kelly Schwartz Charitable Trust is based in WY.
Play a game based on Eric and Kelly Schwartz’s filings →