Eric And Kelly Schwartz Charitable Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 14,466,665 | 0 | 14,466,665 | — | — |
| 2016 | 19,326,053 | 868,390 | 18,457,663 | 406.9 | 0% |
| 2017 | 2,577,326 | 1,333,090 | 1,244,236 | 305.0 | 0% |
| 2018 | 2,779,457 | 864,442 | 1,915,015 | 588.8 | 0% |
| 2019 | 1,683,190 | 1,703,251 | −20,061 | 348.1 | 0% |
| 2020 | 1,557,723 | 968,112 | 589,611 | 629.5 | 0% |
| 2021 | 3,929,578 | 637,828 | 3,291,750 | 1214.8 | 0% |
| 2022 | 3,097,110 | 1,069,155 | 2,027,955 | 1421.9 | 0% |
| 2023 | 99,678,800 | 2,318,855 | 97,359,945 | 1289.7 | 0% |
In its most recent public year (2023), this organization brought in $97,359,945 more than it spent. Its reserves stood at about 1289.7 months of spending. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Eric And Kelly Schwartz Charitable Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works