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Eric And Kelly Schwartz Charitable Trust

EIN: 474959497
Does Not Accept Unsolicited Applications

Eric And Kelly Schwartz Charitable Trust is an Iowa private foundation. Awards $2,338,000 annually. Through 4 grants, median $500K.

Total Assets
$332.5M
Key Financial Metrics (2024)

Total Giving

$2.3M

Number of Grants

4

Median Grant

$500K

Grant Range

$500K - $838K

Historical Giving Trends
YearAssetsTotal Giving# GrantsMedian Grant
2024$332.5M$2.3M4$500K
2023$249.2M$2.1M4$525K
2022$126.7M$870K1$870K
Quick Facts

Location

Iowa

Return Type

990

Most Recent Filing

2024

Annual Expenses

$2.5M

Giving Rate

0.7% of assets

Application Policy

Accepts Applications

No - Invite Only