Civic Intelligence

Eric and Kelly Schwartz Charitable Trust

EIN 47-4959497 • 501(c)3 • Fairfield, IA

Profile

To support the santa barbara foundation.

1776 Pleasant Plain RoadFairfield, IA 52556-8757

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

98th percentile

82%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

62%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

96th percentile

110%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$332,507,517

Up $83,297,441 (+33%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$332,507,517

Up $83,297,441 (+33%) from 2023

Operations
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Down

$13,710,678

Down $85,968,122 (-86%) from 2023

Expenses

Up

$2,527,101

Up $208,246 (+9.0%) from 2023

Net Income

Down

$11,183,577

Down $86,176,368 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2015: $14,466,665Liabilities 2015: $0Net Assets 2015: $14,466,6652015Assets 2016: $29,573,529Liabilities 2016: $125,984Net Assets 2016: $29,447,5452016Assets 2017: $33,877,765Liabilities 2017: $0Net Assets 2017: $33,877,7652017Assets 2018: $42,413,608Liabilities 2018: $0Net Assets 2018: $42,413,6082018Assets 2019: $49,402,317Liabilities 2019: $0Net Assets 2019: $49,402,3172019Assets 2020: $50,785,851Liabilities 2020: $0Net Assets 2020: $50,785,8512020Assets 2021: $64,567,604Liabilities 2021: $0Net Assets 2021: $64,567,6042021Assets 2022: $126,690,369Liabilities 2022: $0Net Assets 2022: $126,690,3692022Assets 2023: $249,210,076Liabilities 2023: $0Net Assets 2023: $249,210,0762023Assets 2024: $332,507,517Liabilities 2024: $0Net Assets 2024: $332,507,5172024

Highlighted filing

2024

Assets$332,507,517
Liabilities$0
Net Assets$332,507,517
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2015: $14,466,665Expenses 2015: $0Net Income 2015: $14,466,6652015Revenue 2016: $19,326,053Expenses 2016: $868,390Net Income 2016: $18,457,6632016Revenue 2017: $2,577,326Expenses 2017: $1,333,090Net Income 2017: $1,244,2362017Revenue 2018: $2,779,457Expenses 2018: $864,442Net Income 2018: $1,915,0152018Revenue 2019: $1,683,190Expenses 2019: $1,703,251Net Income 2019: -$20,0612019Revenue 2020: $1,557,723Expenses 2020: $968,112Net Income 2020: $589,6112020Revenue 2021: $3,929,578Expenses 2021: $637,828Net Income 2021: $3,291,7502021Revenue 2022: $3,097,110Expenses 2022: $1,069,155Net Income 2022: $2,027,9552022Revenue 2023: $99,678,800Expenses 2023: $2,318,855Net Income 2023: $97,359,9452023Revenue 2024: $13,710,678Expenses 2024: $2,527,101Net Income 2024: $11,183,5772024

Highlighted filing

2024

Revenue$13,710,678
Expenses$2,527,101
Net Income$11,183,577
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$332,507,517
Liabilities
$0
Net assets
$332,507,517
Revenue
$13,710,678
Expenses
$2,527,101
Net income
$11,183,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$0.00$333$13.7$2.53$11.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$249$0.00$249$99.7$2.32$97.4
2022Detailed filing. Detailed filing data is available for this year.$127$0.00$127$3.10$1.07$2.03
2021Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$3.93$0.64$3.29
2020Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$1.56$0.97$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.00$49.4$1.68$1.70$0.02
2018Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$2.78$0.86$1.92
2017Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$2.58$1.33$1.24
2016Detailed filing. Detailed filing data is available for this year.$29.6$0.13$29.4$19.3$0.87$18.5
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$14.5$0.00$14.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$13,710,678
Mission and Program Overview

Mission

To support the santa barbara foundation.

To support the santa barbara foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$249,210,076$332,507,517▲ $83,297,441
Investments Other Securities$247,830,660$329,039,888▲ $81,209,228
Savings and Temporary Cash Investments$1,379,416$3,467,629▲ $2,088,213
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$249,210,076$332,507,517▲ $83,297,441
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$249,210,076$332,507,517▲ $83,297,441
Total Liabilities and Net Assets / Fund Balance$249,210,076$332,507,517▲ $83,297,441

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$329,039,888--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Amy WebberTrustee
Jacqueline CarreraTrustee
Kelly SchwartzTrustee
Todd YubaTrustee
Eric SchwartzTrustee, Principal Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,619,049
Program Service Revenue
$0
Investment Income
$91,629
Other Revenue
$0
All Other Contributions
$13,619,049
Change in Net Assets
$11,183,577

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock1$13,619,049Appraisal
Total Noncash Contributions1$13,619,049-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,338,000
Other Expenses$189,101
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,338,000--$2,338,000
Fees for Services Management-$189,015-$189,015
Fees for Services Other-$86-$86
Total Functional Expenses$2,338,000$189,101$0$2,527,101
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara FoundationSanta Barbara, CA501 (c) (3)In Support of Santa Barbara Foundation, Impact Investing, Housing Affordability, Wildfire Resilience, and Conservation, Environment and Public Trails Projects$838,000
Community Foundation of Jackson HoleJackson, WY501 (c) (3)In Support of Santa Barbara Foundation, for General Support$500,000
Protect Our Water Jackson HoleWilson, WY501 (c) (3)In Support of Santa Barbara Foundation, for General Support$500,000
Undue Medical DebtLong Island City, NY501 (c) (3)In Support of Santa Barbara Foundation, for General Support$500,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Eric schwartz, trustee, and kelly schwartz, trustee, have a family relationship. Eric schwartz, trustee, and amy webber, trustee, have a business relationship. Jacqueline carrera, trustee, and todd yuba, trustee, have a business relationship.”

Form 990, Part VI, Section A, Line 7A

“Santa barbara foundation, the supported organization of the filing organization, is entitled to appoint, replace, and remove a majority of the board of trustees. The supported organization has appointed three (3) of the current five (5) trustees.”

Form 990, Part VI, Section A, Line 7B

“Certain board actions described in the bylaws may be taken only with prior consent of santa barbara foundation, the supported organization of the filing organization.”

Form 990, Part VI, Section B, Line 11B

“The organization provides a copy of form 990 to all trustees before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization has a conflict of interest policy which requires all interested persons to disclose potential conflicts of interest. This conflict of interest policy is regularly monitored and enforced.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

FORM 990, PART VII, SECTION A:

“Jacqueline carrera, trustee, is the president and ceo of, and receives compensation from, santa barbara foundation, the supported organization. Todd yuba, trustee, is vice president of finance and administration of, and receives compensation from, santa barbara foundation, the supported organization. Trustees are not compensated for services provide to the filing organization.”

Filing and Contact Details

Filer

Filer Name
Eric and Kelly Schwartz Charitable Trust
EIN
47-4959497
Phone
6414725100
Address
1776 PLEASANT PLAIN ROAD, FAIRFIELD, IA 52556-8757

Signing Officer

Name
Eric Schwartz
Title
Trustee
Phone
6414725100
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Schwartz
Formed
2015
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE STE 800, CEDAR RAPIDS, IA 52401-1425
Preparer
Shawna Huls
Phone
3192985333
Raw XML AppendixShowing 400 of 488 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ERIC AND KELLY SCHWARTZ CHARITABLE TRUST HOLDS STOCK IN CAMBRIDGE INVESTMENT GROUP, INC., AN IOWA CORPORATION ("CAMBRIDGE"). CAMBRIDGE IS A CLOSELY-HELD CORPORATION WHOSE SHARES ARE NOT REGISTERED FOR TRADING ON ANY EXCHANGE. ERIC SCHWARTZ, DIRECTLY OR INDIRECTLY, OWNS A MAJORITY INTEREST IN CAMBRIDGE. ERIC SCHWARTZ IS THE FOUNDER AND CHAIRMAN OF THE BOARD OF CAMBRIDGE. IN ADDITION, ERIC SCHWARTZ IS EMPLOYED BY CAMBRIDGE AS THE EXECUTIVE CHAIRMAN OF THE BOARD AND RECEIVES COMPENSATION FOR SUCH POSITION. THE CHARITABLE TRUST IS A MINORITY SHAREHOLDER OF CAMBRIDGE. SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, HAS APPOINTED THREE (3) OF THE CURRENT FIVE (5) TRUSTEES AND CONTROLS THE GOVERNANCE OF THE FILING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE EXPLANATION FOR LINE 9B ABOVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 9B:
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01027015
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01027015
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0329039888
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0329039888
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0838000
IRS990ScheduleI/RecipientTable/CashGrantAmt1500000
IRS990ScheduleI/RecipientTable/CashGrantAmt2500000
IRS990ScheduleI/RecipientTable/CashGrantAmt3500000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 (C) (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IN SUPPORT OF SANTA BARBARA FOUNDATION, IMPACT INVESTING, HOUSING AFFORDABILITY, WILDFIRE RESILIENCE, AND CONSERVATION, ENVIRONMENT AND PUBLIC TRAILS PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNDUE MEDICAL DEBT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY FOUNDATION OF JACKSON HOLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PROTECT OUR WATER JACKSON HOLE
IRS990ScheduleI/RecipientTable/RecipientEIN0951866094
IRS990ScheduleI/RecipientTable/RecipientEIN1471442997
IRS990ScheduleI/RecipientTable/RecipientEIN2830308856
IRS990ScheduleI/RecipientTable/RecipientEIN3465538680
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 CHAPALA STREET SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12807 JACKSON AVE FL 5
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2P O BOX 574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3P O BOX 1014
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LONG ISLAND CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2JACKSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WILSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd111101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd283001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd383014
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR GRANT ADMINISTRATION AND MAINTAINS DETAILED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS. SANTA BARBARA FOUNDATION PROVIDES COMPETITIVE GRANTS TO 501(C)(3) ORGANIZATIONS SERVING THE PEOPLE OF SANTA BARBARA COUNTY. GRANTEES MUST PROVIDE ANNUAL FOLLOW-UP REPORTS INDICATING HOW THE FUNDS WERE UTILIZED. IN ADDITION, SANTA BARBARA FOUNDATION DOES SITE VISITS AND INTERVIEWS WITH GRANTEES THROUGHOUT THE YEAR. SANTA BARBARA FOUNDATION PROVIDES ADVISED GRANTS TO VARIOUS 501(C)(3) ORGANIZATIONS. GRANTEES MUST AGREE NOT TO PAY ANY PORTION OF GOODS OR SERVICES FOR THE BENEFIT OF THE DONOR OR RELATED PARTIES. SANTA BARBARA FOUNDATION MAY ALSO PROVIDE GRANTS TO SMALL BUSINESSES AND INDIVIDUALS IN SANTA BARBARA COUNTY. GRANTEES MUST CERTIFY THAT ALL FUNDS WERE AWARDED IN ACCORDANCE WITH GRANT PROGRAM ELIGIBILITY CRITERIA AND THAT GRANTEE EXPENDITURES ARE ELIGIBLE COSTS AS DESCRIBED IN THE ELIGIBILITY CRITERIA. THEY MUST ALSO PROVIDE A REPORT OF EXPENDITURES ALONG WITH SUPPORTING DOCUMENTATION, SUCH AS INVOICES, RECEIPTS OR PAYROLL REPORTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt043856
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt111000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0412296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1277711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt057500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt129919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026362
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt126755
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt19080
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JACQUELINE CARRERA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TODD YUBA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0541304
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1354465
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. JACQUELINE CARRERA, TRUSTEE, IS PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. SANTA BARBARA FOUNDATION UTILIZES THE FOLLOWING METHODS TO ESTABLISH CEO COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt01
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt013619049
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION TRACKS THE NUMBER OF CONTRIBUTIONS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ERIC SCHWARTZ, TRUSTEE, AND KELLY SCHWARTZ, TRUSTEE, HAVE A FAMILY RELATIONSHIP. ERIC SCHWARTZ, TRUSTEE, AND AMY WEBBER, TRUSTEE, HAVE A BUSINESS RELATIONSHIP. JACQUELINE CARRERA, TRUSTEE, AND TODD YUBA, TRUSTEE, HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE, AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. THE SUPPORTED ORGANIZATION HAS APPOINTED THREE (3) OF THE CURRENT FIVE (5) TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN BOARD ACTIONS DESCRIBED IN THE BYLAWS MAY BE TAKEN ONLY WITH PRIOR CONSENT OF SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO ALL TRUSTEES BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL INTERESTED PERSONS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THIS CONFLICT OF INTEREST POLICY IS REGULARLY MONITORED AND ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JACQUELINE CARRERA, TRUSTEE, IS THE PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. TODD YUBA, TRUSTEE, IS VICE PRESIDENT OF FINANCE AND ADMINISTRATION OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDE TO THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HIGHLAND SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2WYATT FAMILY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951866094
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1453962008
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2931503406
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01111 CHAPALA STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12101 CEDAR SPRINGS ROAD 1200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21111 CHAPALA STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd175201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd293101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

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