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Eric and Kelly Schwartz Charitable Trust at a glance

· Charitable trust

Eric and Kelly Schwartz Charitable Trust

To support the santa barbara foundation

$7.3M
Granted FY2025still arriving
5
Grants FY2025still arriving
1
States reached
$7.2M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

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

0
’18
2
’19
2
’20
1
’21
1
’22
3
’23
2
’24
4
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Education$4.9MPhilanthropy$1.3MHealth$1.1MEnvironment$1.0MSocial Science$700k
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k4 grants · $100k
  • $250k+1 grant · $7.2M
$25,000
Median grant
1
States reached
$478M
Total assets
Largest grants
RecipientAmount
SANTA BARBARA FOUNDATION$7,210,000
SANTA BARBARA NEIGHBORHOOD CLINICS$25,000
SANTA BARBARA COUNTY IMMIGRANT LEGAL DEFENSE CENTER$25,000
SANSUM CLINIC$25,000
805 UNDOCUFUND$25,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 10%UNDUE MEDICAL DEBT: $500k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
2
Sutter Bay Medical Foundation

Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…

Health
3
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
4
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
5
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
6
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
7
Sutter Health

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
8
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
California Institute for Immunology and Immunotherapy

To harness the power of the human immune system and advanced computing technologies to create and translate scientific discoveries into next generation vaccines and therapies for prevention, control and cure of chronic diseases, enabling…

Health
10
Marin General Hospital

To be the destination for health and healing in the north bay.

Health
11
Memorial Hospital Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

—
12
Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
How this is measured
The grantee most central to the portfolio’s shape is Santa Barbara Foundation; the most unlike its peers is Center for the Advancement of Integrative Health. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

12 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 13 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
12/12
Grantees still filing
4/12
Grew since first funded

Where the money sits, by cause and then by grantee

SANTA BARBARA FOUNDATION: $8,048,000 · PhilanthropySANTA BARBARA FOUNDATIONCOMMUNITY FOUNDATION OF JACKSON HOLE: $500,000 · PhilanthropyCOMMUNITY FOUNDATION OF JACKSON HOLEDAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE: $400,000 · PhilanthropyMAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION INCORPORATED: $3,801,342 · EducationMAHARISHI INTERNATIONAL UNIVERSIT…MAHARISHI INTERNATIONAL UNIVERSITY: $1,074,956 · EducationMAHARISHI INTERNATIONAL UNIVERSIT…PROTECT OUR WATER JACKSON HOLE INC: $1,000,000 · EnvironmentINTEGRATIVE LEADERSHIP ACADEMY: $700,000 · OtherCenter for the Advancement of Integrative Health: $150,000 · OtherMEDICAL DEBT RESOLUTION INC: $500,000 · Human Services805 UNDOCUFUND: $25,000 · Human ServicesSANTA BARBARA NEIGHBORHOOD CLINICS: $25,000 · HealthSANSUM CLINIC: $25,000 · HealthSanta Barbara County Immigrant Legal Defense Center: $25,000 · Crime & Legal
Philanthropy$8,948,000Education$4,876,298Environment$1,000,000Other$850,000Human Services$525,000Health$50,000Crime & Legal$25,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSANTA BARBARA FOUNDATION: $8,048,000 over 2y, 0.7% of budgetMAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION INCORPORATED: $3,801,342 over 5y, 44% of budgetMAHARISHI INTERNATIONAL UNIVERSITY: $1,074,956 over 1y, 1.7% of budgetPROTECT OUR WATER JACKSON HOLE INC: $1,000,000 over 2y, 37% of budgetMEDICAL DEBT RESOLUTION INC: $500,000 over 1y, 0.5% of budgetCOMMUNITY FOUNDATION OF JACKSON HOLE: $500,000 over 1y, 0.7% of budgetDAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE: $400,000 over 1y, 5.1% of budgetCenter for the Advancement of Integrative Health: $150,000 over 1y, 69% of budgetSANTA BARBARA NEIGHBORHOOD CLINICS: $25,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

Donor Advised Charita…Fidelity Investments …
Donor Advised Charitable Giving IncCA6.6× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Eric and Kelly Schwartz Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Eric and Kelly Schwartz Charitable Trust. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 10%3%13%28%50%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    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.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 13 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Eric and Kelly Schwartz’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home