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Philanthropy & Grantmaking · IA

Eric And Kelly Schwartz Charitable Trust

Eric And Kelly Schwartz Charitable Trust's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $83,862 for Jacqueline Carrera, Trustee (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $86,069. It is higher than the D + F figure for 17 of 53 peer organizations selected under the disclosed tier Same NTEE sector (T30), nationwide + size band 0.77–1.3× revenue (approximately 32%; median $140,120). This is descriptive, not a reasonableness conclusion.

$13,710,678Total revenue (FY 2024)
$83,862Reported Part VII D + F figure
17 / 53Selected peers with a strictly lower 2025-dollar figure (approximately 32%)

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Review the selected comparables for Eric And Kelly Schwartz Charitable Trust, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE sector (T30), nationwide + size band 0.77–1.3× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Center For Community Inclusion MD$13,742,877 $835,170
Pacers Foundation Inc IN$13,767,015 $85,559
Student Leadership Network Inc NY$13,777,036 $278,072
Tomchei Torah B'eretz Yisrael Inc NY$13,796,906 $116,918
Northland Foundation MN$14,042,992 $220,128
The Education And Science Fund Inc CA$14,172,164 $79,694
Hidaya Foundation CA$14,190,451 $128,206
Boca Grande Health Clinic Fndtn Inc FL$13,141,512 $13,072

View the organization record and available filings on ProPublica