ERIC AND KELLY SCHWARTZ CHARITABLE TRUST
FAIRFIELD,
Iowa,
52556
EIN: 47-4959497
Philanthropy, Voluntarism and Grantmaking Foundations
DEMOGRAPHIC
ADDRESS
1776 PLEASANT PLAIN RD
52556
COUNTY
jefferson county, IA
IN CARE OF NAME
ERIC SCHWARTZ
ORGANIZATIONAL OVERVIEW & RANKINGS
ERIC AND KELLY SCHWARTZ CHARITABLE TRUST is a based in FAIRFIELD, IA, focused on Philanthropy, Voluntarism and Grantmaking Foundations causes , specifically Public Foundations. Established in January 2016, it operates as an independent trust and contributions to this organization are tax-deductible .
With total assets of $126,690,369.00, this ranks 8,569 among 2,656,690 nonprofits nationally (Top 1%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 90 out of 40,025 organizations in IA (Top 1%).
In jefferson county, IA, the organization ranks 1 out of 326 nonprofits by assets (Top 1%), while locally in fairfield, it stands at 1 among 284 organizations (Top 1%).
The organization reported annual revenue of $3,097,110.00, ranking 65,422 nationally (Top 3%) and 732 in IA (Top 2%).
Within its specific NTEE classification (T30 - T: Philanthropy, Voluntarism and Grantmaking Foundations), which includes 17,619 similar organizations, ERIC AND KELLY SCHWARTZ CHARITABLE TRUST ranks 48 in assets (Top 1%) and 366 in revenue (Top 3%).
The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
T: Philanthropy, Voluntarism and Grantmaking Foundations
NTEE CODE
T30: Public Foundations
FOUNDATION CODE
21: 509(a)(3) Type I
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2022
ACCOUNTING PERIOD
12
INCOME CODE
6: $1,000,000 to $4,999,999
INCOME AMOUNT
$3,097,110.00
FORM 990 REVENUE AMOUNT
$3,097,110.00
RULING DATE
01/2016
ASSET CODE
9: $50,000,000 to greater
ASSET AMOUNT
$126,690,369.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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