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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Philanthropy, Voluntarism & Grantmaking Eric and Kelly Schwartz Charitable Trust

Eric and Kelly Schwartz Charitable Trust

Fiscal year ending 2024. Filed on November 3, 2025.

1776 Pleasant Plain Road
Fairfield, Iowa 52556

Eric and Kelly Schwartz Charitable Trust (EIN: 47-4959497) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Eric and Kelly Schwartz Charitable Trust, a 501(c)(3) charitable organization, reported compensation for 2 employees. Among the employees shown here, the average compensation is $447,885. The highest compensated employee at Eric and Kelly Schwartz Charitable Trust is Jacqueline Carrera with fiscal year 2024 compensation of $541,304.

Revenue, expenses, and employee compensation

Revenue

$13,710,678

Expenses

$2,527,101

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jacqueline Carrera
Trustee
$541,304
$0 $457,442 $83,862
Todd Yuba
Trustee
$354,465
$0 $297,791 $56,674

Benchmark Employee Compensation

Non-Employee Board Members

Amy Webber
Trustee
Eric Schwartz
Trustee, Principal Officer
Kelly Schwartz
Trustee

Mission Statement

TO SUPPORT THE SANTA BARBARA FOUNDATION

Revisions to this organization profile

November 3, 2025:
2024 Eric and Kelly Schwartz Charitable Trust 990 filed
November 4, 2024:
2023 Eric and Kelly Schwartz Charitable Trust 990 filed
November 8, 2023:
2022 Eric and Kelly Schwartz Charitable Trust 990 filed

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