2026-09-24T10:14:20-05:00 2025-12-31 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011425 990 2025-01-01 474959497 ERIC AND KELLY SCHWARTZ CHARITABLE TRUST ERIC 6414725100 PO BOX 2068 WILSON WY 83014 ERIC SCHWARTZ TRUSTEE 6414725100 2026-09-22 1 SHAWNA HULS P01315330 3192985333 2026-09-22 2025 X ERIC SCHWARTZ PO BOX 2068 WILSON WY 83014 18002011 0 X N/A X 2015 IA TO SUPPORT THE SANTA BARBARA FOUNDATION 5 3 0 5 0 0 13619049 17916666 0 0 91629 85345 0 0 13710678 18002011 2338000 7310000 0 0 0 0 0 0 0 189101 235027 2527101 7545027 11183577 10456984 332507517 478460494 0 57405 332507517 478403089 TO SUPPORT THE SANTA BARBARA FOUNDATION 0 0 7310000 7310000 TO SUPPORT THE SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE ERIC AND KELLY SCHWARTZ CHARITABLE TRUST. 7310000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 IA X CINDY LOWE 6414725100 PO BOX 2068 WILSON WY 83014 X ERIC SCHWARTZ TRUSTEE, PRINCIPAL OFFICER 1.00 0.00 X X 0 0 0 KELLY SCHWARTZ TRUSTEE 1.00 0.00 X 0 0 0 JACQUELINE CARRERA TRUSTEE 1.00 43.00 X 0 503372 93182 AMY WEBBER TRUSTEE 1.00 0.00 X 0 0 0 TODD YUBA TRUSTEE 1.00 42.00 X 0 265845 51892 0 769217 145074 0 0 1 0 0 17916666 17916666 17916666 85345 85345 18002011 0 0 85345 7310000 7310000 229620 229620 5250 5250 157 157 7545027 7310000 235027 0 3467629 1169958 329039888 477290536 332507517 478460494 57405 0 57405 X 0 0 0 0 332507517 478403089 332507517 478403089 332507517 478460494 10456984 135438588 0 X 0 0 0 X X X 1 SANTA BARBARA FOUNDATION 951866094 7 1 7439620 0 1 7439620 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 PART IV, SECTION A, LINE 9B: THE 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 CO-CHAIRMAN OF THE BOARD OF CAMBRIDGE. IN ADDITION, ERIC SCHWARTZ IS EMPLOYED BY CAMBRIDGE AS THE CO-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. PART IV, SECTION A, LINE 9C: SEE EXPLANATION FOR LINE 9B ABOVE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 477290536 F 477290536 1 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 951866094 501 (C) (3) 7210000 0 IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR WILDFIRE RELIEF, RECOVERY AND RESILIENCY AND TO ESTABLISH A DONOR ADVISED FUND SANTA BARBARA NEIGHBORHOOD CLINICS 414 E COTA ST 1 SANTA BARBARA CA 93101 770496382 501 (C) (3) 25000 0 IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR CAPITAL CAMPAIGN SANTA BARBARA COUNTY IMMIGRANT LEGAL DEFENSE CENTER 1136 E MONTECITO ST SANTA BARBARA CA 93103 320549576 501 (C) (3) 25000 0 IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT SANSUM CLINIC P O BOX 1200 SANTA BARBARA CA 93102 956419205 501 (C) (3) 25000 0 IN SUPPORT OF SANTA BARBARA FOUNDATION, TO ACQUIRE A STATE-OF-THE-ART PIECE OF EQUIPMENT, THE DA VINCI DV5 ROBOT 805 UNDOCUFUND P O BOX 1154 LOMPOC CA 93438 862230353 501 (C) (3) 25000 0 IN SUPPORT OF SANTA BARBARA FOUNDATION, FOR GENERAL SUPPORT 5 0 PART I, LINE 2: SANTA 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. 0 0 0 0 0 0 0 0 0 JACQUELINE CARRERA TRUSTEE 0 455118 0 46964 0 1290 0 58500 0 34682 0 596554 0 0 TODD YUBA TRUSTEE 0 246139 0 11381 0 8325 0 26506 0 25386 0 317737 0 0 PART I, LINE 3 TRUSTEES 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 X 1 17916666 APPRAISAL 1 0 0 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS THE NUMBER OF CONTRIBUTIONS. 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. SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 951866094 COMMUNITY FOUNDATION CA 501(C)(3) LINE 7 N/A 0 HIGHLAND SANTA BARBARA FOUNDATION 2101 CEDAR SPRINGS ROAD 1200 DALLAS TX 75201 453962008 TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION DE 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION 0 WYATT FAMILY FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 931503406 TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION CA 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0