ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-17
- IRS object ID
- 202431699349100403
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T07:17:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436900504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWARTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 6414725100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 PLEASANT PLAIN ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC SCHWARTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6414725100 | PhoneNum |
| Signature | 2024-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | SCHWARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2024-06-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,620,749 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $135,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,432 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,432 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,638,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $329,987 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $329,987 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $334,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $329,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,309,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,309,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,644,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,639,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,994,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,620,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,220,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,220,459 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,400,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,400,290 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,620,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,620,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,620,749 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,620,363 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,620,749 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,620,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,620,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,620,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,620,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,620,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,994,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,914 | OtherIncreasesAmt |
| Subtotal | $23,620,749 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,620,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $207,288 | GrossSalesPriceAmt |
| Cost Or Other Basis | $203,856 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,432 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,432 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,432 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,928 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,928 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $433 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $433 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,495 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC SCHWARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6414725100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 PLEASANT PLAIN ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC SCHWARTZ | ||||||||
| 1776 PLEASANT PLAIN ROAD | FAIRFIELD | IA | 52556 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLY SCHWARTZ | ||||||||
| 1776 PLEASANT PLAIN ROAD | FAIRFIELD | IA | 52556 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTLEFIELD CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9711 WASHINGTONIAN BLVD | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $329,987 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,072,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,716,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,789,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,789,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,747,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,928 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,928 | TotalTaxAmt |
| Distributable Before Adj | $135,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,639,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,639,942 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,248,399 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,143,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,498,393 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,541,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,577,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,008,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,639,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,504,503 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,513,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,248,399 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,264,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,143,197 | ExcessFromYear4Amt |
| Excess From Year3 | $2,498,393 | ExcessFromYear3Amt |
| Excess From Year2 | $1,541,567 | ExcessFromYear2Amt |
| Excess From Year1 | $2,577,152 | ExcessFromYear1Amt |
| Excess From Current Year | $3,504,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC SCHWARTZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC SCHWARTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 PLEASANT PLAIN ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6414725100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN AND SHOULD INCLUDE ALL RELEVANT INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICA COLLEGE FUND | |||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FIVE INDIVIDUALS IN RECEIVING HIGH-QUALITY PRIVATE EDUCATION | $25,000 |
| CARE FOUNDATION | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR CARE IMPACT AWARDS | $1,500 |
| CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION | |||||||
| 12165 BROOKGLEN DR | SARATOGA | CA | 95070 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CITY OF FAIRFIELD | |||||||
| 118 S MAIN STREET | FAIRFIELD | IA | 52556 | NONE | GOV | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 245 E SIMPSON AVE PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | SUPPORT FOR THE HOUSING INITIATIVE | $600,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 245 E SIMPSON AVE PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | SUPPORT FOR OLD BILL'S FUN RUN PASS THROUGH FUND | $200,000 |
| DAVID LYNCH FOUNDATION | |||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR TTC SCHOLARSHIPS | $388,125 |
| DAVID LYNCH FOUNDATION | |||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR VETERANS STUDY | $352,664 |
| DAVID LYNCH FOUNDATION | |||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR THE HEALING ISRAEL PROJECT | $5,000 |
| DHARMALAYA INC | |||||||
| 2353 MASS AVE STE 66 | CAMBRIDGE | MA | 02140 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| JEFFERSON COUNTY FARMERS AND NEIGHBORS INC | |||||||
| PO BOX 811 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| MAHARISHI FOUNDATION USA INC | |||||||
| 1100 N 4TH STREET 128 PO BOX 670 | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR THE TMTTC DIGITAL DELIVERY RESEARCH PROJECT | $2,600 |
| MAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR INTERNATIONAL GRANTS, DESIGNATED FOR THE AFRICAN WOMEN AND GIRLS ORGANIZATION | $2,493 |
| MAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR WORLD PEACE ASSEMBLY FUND | $28,053 |
| MAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR THE DHAMMACHARINEE WITTAYA SCHOOL IN THAILAND | $657,322 |
| MAHARISHI INTERNATIONAL UNIVERSITY | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR MARKETING, ADMISSIONS, ONLINE ACADEMIC ADVISING, AND FINANCIAL AID AT THE UNIVERSITY | $41,250 |
| MAHARISHI INTERNATIONAL UNIVERSITY | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR MIU DIGITAL TRANSFORMATION | $224,448 |
| MAHARISHI PURUSHA PROGRAM | |||||||
| 1000 PURUSHA PLACE SUITE 108 | ROMNEY | WV | 26757 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PTSD RELIEF NOW | |||||||
| 2103 185TH STREET | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR THE EAST AFRICA FUND | $50,000 |
| RIP MEDICAL DEBT | |||||||
| PO BOX 411675 | BOSTON | MA | 022411675 | NONE | PC | SUPPORT FOR ERASING MEDICAL DEBT | $500,000 |
| SIEDA COMMUNITY ACTION | |||||||
| 725 WEST 2ND ST PO BOX 658 | OTTUMWA | IA | 52501 | NONE | PC | SUPPORT FOR FAMILIES, PROMOTE CHILD DEVELOPMENT, AND HELP FAMILIES WITH BASIC NEEDS | $3,000 |
| SRI DEVI MANDIR TEMPLE | |||||||
| 800 WEST BURLINGTON STREET | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE PEOPLE CONCERN | |||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | PC | SUPPORT FOR THE SHWASHLOCK PROGRAM | $50,000 |
| WILSON VOLUNTEER FIRE DEPARTMENT ASSOCIATION INC | |||||||
| PO BOX 31 | WILSON | WY | 83014 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,309,955 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,432 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,674 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC SCHWARTZ | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 PLEASANT PLAIN ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLIFFWATER CORPORATE LENDING FUND I | $978,190 | $978,190 |
| ISHARES TRUST CORE MSCI EAFE ETF | $422,100 | $422,100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WIRE FEE | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN VALUE OF ASSETS | Desc |
| Amt | $5,914 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $329,987 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $329,987 | DisbursementsCharitablePrpsAmt |
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