ERIC SCHWARTZ FAM FOUNDATION

Cite this

Plain text ERIC SCHWARTZ FAM FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/eric-schwartz-fam-foundation-436900504. Retrieved 2026-10-28.

APA furp.org. (n.d.). ERIC SCHWARTZ FAM FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 28, 2026, from https://furp.org/org/eric-schwartz-fam-foundation-436900504

MLA “ERIC SCHWARTZ FAM FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/eric-schwartz-fam-foundation-436900504. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $13.2M · expenses $4.2M · assets $32.8M

EIN
43-6900504
Address
1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556-8757
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 2003 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Eric Schwartz PRESIDENT/TRUSTEE2011-2024 1 $0 reported 3
Kelly Schwartz TRUSTEE2021-2024 1 $0 reported 1
Mary Sue Schwartz (former) SECY/TREAS2011-2012 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT/TRUSTEE1 $0-$0 $03
KELLY SCHWARTZ TRUSTEE1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT/TRUSTEE1 $0-$0 $03
KELLY SCHWARTZ TRUSTEE1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT/TRUSTEE1 $0-$0 $03
KELLY SCHWARTZ TRUSTEE1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT/TRUSTEE1 $0-$0 $03
KELLY SCHWARTZ TRUSTEE1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
2012 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
MARY SUE SCHWARTZ SECY/TREAS1 $0-$0 $01
2011 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SCHWARTZ PRESIDENT1 $0-$0 $03
MARY SUE SCHWARTZ SECY/TREAS1 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $347K
NameLocationServicePaid
CASTLEFIELD CONSULTING LLCGAITHERSBURG, MDCONSULTING$346,885
2023 · 1 contractor · $330K
NameLocationServicePaid
CASTLEFIELD CONSULTING LLCGAITHERSBURG, MDCONSULTING$329,987
2022 · 1 contractor · $148K
NameLocationServicePaid
CASTLEFIELD CONSULTING LLCGAITHERSBURG, MDCONSULTING$148,170

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 38 grants to organizations · $3.7M
2023 · 27 grants to organizations · $3.3M
2022 · 26 grants to organizations · $2.5M
2021 · 25 grants to organizations · $1.6M
2020 · 28 grants to organizations · $2.6M
2019 · 27 grants to organizations · $3.3M
2018 · 28 grants to organizations · $2.6M
2017 · 22 grants to organizations · $3.8M
2016 · 14 grants to organizations · $1.2M · 1 summary line · $7.7M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2015 · 12 grants to organizations · $1.9M
2014 · 11 grants to organizations · $1.8M
2012 · 6 grants to organizations · $126K
2011 · 8 grants to organizations · $491K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $11.8M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $11,800,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $25.5M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $25,500,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $1.4M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $1,400,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $3.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $3,000,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $1,000,000- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $500K
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $500,000- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $1,000,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $5.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $5,000,000- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $6.5M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Organization or other FAIRFIELD, IA $6,500,000- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $1.3M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Person FAIRFIELD, IA $1,300,000- Form 990PF Sch. B, 2015 · filing
2014 · 2 contributors · $11.3M
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC SCHWARTZ Person FAIRFIELD, IA $9,252,687$9,252,687 Form 990PF Sch. B, 2014 · filing
2 ERIC SCHWARTZ Person FAIRFIELD, IA $2,050,000- Form 990PF Sch. B, 2014 · filing
2012 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC AND MARY SUE SCHWARTZ Person FAIRFIELD, IA $50,000- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $505K
#ContributorTypeCity, stateTotalNoncashSource
1 ERIC AND MARY SUE SCHWARTZ Person FAIRFIELD, IA $505,000- Form 990PF Sch. B, 2011 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$13,206,644$4,176,468 $32,781,517$32,781,517 $11,800,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$25,638,674$3,644,202 $23,620,749$23,620,749 $25,500,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,405,996$2,667,645 $1,620,363$1,620,363 $1,400,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,999,623$1,578,615 $2,878,998$2,878,998 $3,000,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,017,837$2,606,775 $1,461,744$1,457,294 $1,000,000- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$590,349$3,360,766 $3,108,056$3,103,606 $500,000- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,126,733$2,568,322 $5,773,589$5,769,139 $1,000,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$5,082,698$3,845,171 $7,286,929$7,282,479 $5,000,000- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$7,166,054$9,240,532 $6,070,584$6,066,134 $6,500,000- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$2,032,241$1,910,897 $8,555,913$8,555,913 $1,300,000- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$11,302,732$1,798,855 $8,434,569$8,434,569 $11,302,687- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$50,002$126,427 $7,176$7,176 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$505,006$491,355 $83,601$83,601 -- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CHARLES E LAKIN FOUNDATION INCIAT22 $7,505,766$10,380,160 DIRECTOR/PRESIDENT$427,528 Same NTEE code T22, revenue within 2x, same state
JOHN EDWARD RATH CHARITABLE FOUNDATIONIAT22 $12,288,959$125 Trustee$0 Same NTEE code T22, revenue within 2x, same state
SWARTZ FOUNDATIONMAT22 $23,722,214$13,328,988 IMPACT MANAGER$111,385 Same NTEE code T22, revenue within 2x, similar name
ERIE FAMILY FOUNDATIONNYT22 $23,926,201$20,864,362 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
ERATH FAMILY FOUNDATIONORT22 $11,110,918$463,108 SECRETARY$0 Same NTEE code T22, revenue within 2x, similar name
SCOTT FOUNDATIONCAT22 $9,587,697$1,770,368 CHAIRMAN OF THE BOARD AND$0 Same NTEE code T22, revenue within 2x, similar name
SCHUESSLER FAMILY FOUNDATIONDET22 $8,497,734$1,138,832 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, similar name
SUN FAMILY FOUNDATIONCAT22 $24,074,638$7,158,982 TREASURER$14,285 Same NTEE code T22, revenue within 2x, similar name
SHP FOUNDATIONCAT22 $12,827,460$5,569,199 SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x
EOS FOUNDATIONFLT22 $10,254,231$17,509 TRUSTEE$16,428 Same NTEE code T22, revenue within 2x
SDA FOUNDATIONNYT22 $17,889,421$448,823 TRUSTEE$0 Same NTEE code T22, revenue within 2x
RAM FOUNDATIONTXT22 $8,920,345$2,978,021 Vice President$15,000 Same NTEE code T22, revenue within 2x
SAIREDDY FAM FOUNDATION TRNYT22 $11,458,938$286,176 TRUSTEE$0 Same NTEE code T22, revenue within 2x
SCARLETT FAMILY FOUNDATIONTNT22 $20,931,117$12,293,053 SECRETARY$324,498 Same NTEE code T22, revenue within 2x
STEPHEN A SCHWARZMAN EDUCATION FOUNDATIONNYT22 $21,814,928$24,019,282 EXECUTIVE DIRECTOR$1,136,428 Same NTEE code T22, revenue within 2x
STURM FAMILY FOUNDATIONCOT22 $13,945,982$6,357,150 CHAIRMAN$0 Same NTEE code T22, revenue within 2x
SOKOL FAMILY FOUNDATIONVAT22 $11,788,236$1,991,085 PRESIDENT/EXEC DIR$60,247 Same NTEE code T22, revenue within 2x
DIERBERG FAM FOUNDATIONMOT22 $7,343,668$429,268 TRUSTEE$0 Same NTEE code T22, revenue within 2x
ANAM FOUNDATIONDET22 $9,055,749$117,278 Dir, Pres, Sec$0 Same NTEE code T22, revenue within 2x
SCHULMAN FOUNDATION INCMDT22 $7,434,192$575,840 TRUSTEE$0 Same NTEE code T22, revenue within 2x
STUART FAMILY FOUNDATION INCNYT22 $8,256,490$9,160,717 PRESIDENT,DIRECTOR$0 Same NTEE code T22, revenue within 2x
SPEER FOUNDATIONTNT22 $11,580,142$10,649,756 EX. DIRECTOR$322,182 Same NTEE code T22, revenue within 2x
SAMIS FOUNDATIONWAT22 $16,645,587$14,542,674 CHIEF EXECUTIVE OFFICER$207,162 Same NTEE code T22, revenue within 2x
SOMPO FOUNDATIONNYT22 $10,117,808$1,638 BOARD MEMBER$0 Same NTEE code T22, revenue within 2x
KASPERICK FOUNDATIONCAT22 $14,613,245$5,690,368 TRUSTEE$0 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MIRAMAR CHARITABLE FOUNDATION Private foundation$1,626,83210 12020–2023 SCRIPPS-HOWARD FOUNDATION
ADAM R SCRIPPS FOUNDATION Private foundation$720,0009 12023–2024 SCRIPPS-HOWARD FOUNDATION
ASPEN FOUNDATION FOR SPORTS MEDICINE EDUCATION AND RESEARCH Private foundation$618,0001 12016–2016 WHH FOUNDATION
GREATER CINCINNATI FOUNDATION DAF sponsor$219,5005 12017–2023 SCRIPPS-HOWARD FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$106,1031 12023–2023 SUN FAMILY FOUNDATION
HEIDT FAMILY FOUNDATION Private foundation$103,5006 12011–2025 SCRIPPS-HOWARD FOUNDATION
THE PHFFOUNDATION INC Private foundation$95,0007 12011–2025 SCRIPPS-HOWARD FOUNDATION
KROGER CO FOUNDATION Private foundation$50,0001 12020–2020 SCRIPPS-HOWARD FOUNDATION
THE PRUET FOUNDATION Private foundation$40,0001 12018–2018 MANNING FAMILY FOUNDATION
BROE FAMILY FOUNDATION Private foundation$25,0001 12020–2020 SCRIPPS-HOWARD FOUNDATION
DAYTON FOUNDATION DAF sponsor$12,0411 12016–2016 MATHILE FAMILY FOUNDATION
STRYPEMONDE FOUNDATION TR Private foundation$10,0001 12017–2017 SHP FOUNDATION
TACTICAL ELECTRONICS FOR COMMUNITY ENGAGEMENT FOUNDATION Private foundation$6,0001 12022–2022 SCRIPPS-HOWARD FOUNDATION
COMMUNITY EDUCATION FOUNDATION Private foundation$5,0001 12020–2020 SHP FOUNDATION
WATLY FOUNDATION Private foundation$5,0001 12020–2020 THE SHS FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $4,176,468 spent · pay $0 · grants $3,731,235 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,731,235 89.3%
Fees: other professional $434,765 10.4%
Taxes $6,710 0.2%
Fees: accounting $3,623 0.1%
Other expenses $135 0.0%
Total$4,176,468100%

View the filing

2023 · Form 990PF · $3,644,202 spent · pay $0 · grants $3,309,955 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,309,955 90.8%
Fees: other professional $329,987 9.1%
Fees: accounting $4,200 0.1%
Other expenses $60 0.0%
Total$3,644,202100%

View the filing

2022 · Form 990PF · $2,667,645 spent · pay $0 · grants $2,511,760 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,511,760 94.2%
Fees: other professional $148,170 5.6%
Fees: accounting $7,625 0.3%
Other expenses $90 0.0%
Total$2,667,645100%

View the filing

2021 · Form 990PF · $1,578,615 spent · pay $0 · grants $1,575,740 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,575,740 99.8%
Fees: accounting $2,845 0.2%
Other expenses $30 0.0%
Total$1,578,615100%

View the filing

2020 · Form 990PF · $2,606,775 spent · pay $0 · grants $2,576,493 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,576,493 98.8%
Fees: accounting $16,181 0.6%
Taxes $14,000 0.5%
Other expenses $101 0.0%
Total$2,606,775100%

View the filing

2019 · Form 990PF · $3,360,766 spent · pay $0 · grants $3,348,593 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,348,593 99.6%
Fees: accounting $6,005 0.2%
Taxes $4,836 0.1%
Interest $1,277 0.0%
Other expenses $55 0.0%
Total$3,360,766100%

View the filing

2018 · Form 990PF · $2,568,322 spent · pay $0 · grants $2,560,686 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,560,686 99.7%
Fees: accounting $5,477 0.2%
Taxes $2,159 0.1%
Total$2,568,322100%

View the filing

2017 · Form 990PF · $3,845,171 spent · pay $0 · grants $3,824,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,824,000 99.4%
Fees: accounting $14,032 0.4%
Other expenses $4,437 0.1%
Taxes $2,702 0.1%
Total$3,845,171100%

View the filing

2016 · Form 990PF · $9,240,532 spent · pay $0 · grants $8,898,841 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,898,841 96.3%
Taxes $307,819 3.3%
Other expenses $33,872 0.4%
Total$9,240,532100%

View the filing

2015 · Form 990PF · $1,910,897 spent · pay $0 · grants $1,903,985 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,903,985 99.6%
Other expenses $6,911 0.4%
Taxes $1 0.0%
Total$1,910,897100%

View the filing

2014 · Form 990PF · $1,798,855 spent · pay $0 · grants $1,798,855 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,798,855 100.0%
Total$1,798,855100%

View the filing

2012 · Form 990PF · $126,427 spent · pay $0 · grants $126,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $126,400 100.0%
Taxes $27 0.0%
Total$126,427100%

View the filing

2011 · Form 990PF · $491,355 spent · pay $0 · grants $491,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $491,350 100.0%
Other expenses $5 0.0%
Total$491,355100%

View the filing

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