ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-23
IRS object ID
202112669349100216
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-23T15:03:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 FIRST ST SE STE 800AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524011512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436900504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC SCHWARTZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone6414721500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC SCHWARTZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6414721500PhoneNum
Signature2021-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstERICPersonFirstNm
Person LastSCHWARTZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum
Preparation2021-09-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,461,744FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,809DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,809DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$509,653GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,353CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$675OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$675OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,017,837TotalRevAndExpnssAmt
Total Net Invst Incm$17,837TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,181AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$101OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,576,493ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,576,493ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,606,775TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,576,493TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,588,938ExcessRevenueOverExpensesAmt
Net Investment Income$17,837NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,038CashBOYAmt
Sav And Temp Cash Invst BOY$2,463,133SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$760,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$760,195SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$70,000RcvblFromOfficersBOYAmt
Corporate Stock BOY$466,515CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$95,370OtherInvestmentsBOYAmt
Other Investments EOY$701,549OtherInvestmentsEOYAmt
Other Investments EOYFMV$701,549OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,108,056TotalAssetsBOYAmt
Total Assets EOY$1,461,744TotalAssetsEOYAmt
Total Assets EOYFMV$1,461,744TotalAssetsEOYFMVAmt
Loans From Officers BOY$4,450LoansFromOfficersBOYAmt
Loans From Officers EOY$4,450LoansFromOfficersEOYAmt
Total Liabilities BOY$4,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,450TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,103,606NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,457,294NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,103,606TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,457,294TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,108,056TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,461,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,103,606TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,588,938ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,514,668SubtotalAmt
Other Decreases$57,374OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,457,294TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$509,653GrossSalesPriceAmt
Cost Or Other Basis$504,300CostOrOtherBasisAmt
Gain Or Loss$5,353GainOrLossAmt
Gains Minus Excess Or Losses$5,353GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,353CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$248InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$248SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$778EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$778TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$530OverpaymentAmt
Applied To ES Tax$530AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALISA THOMPSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6414721500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonERIC SCHWARTZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$435,308AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,155,507AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,590,815TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,590,815AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,566,953NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,348MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,348MinimumInvestmentReturnAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Total Tax$248TotalTaxAmt
Distributable Before Adj$78,100DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$78,100DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$78,100DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,576,493ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,576,493QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,576,493AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,100DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,588,757ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$875,470ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,575,681ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,248,399ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,143,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,431,504TotalExcessDistributionCyovAmt
Qualifying Distributions$2,576,493QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$78,100AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,498,393RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,929,897TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,588,757ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,341,140ExcessDistriCyovToNextYrAmt
Excess From Year4$875,470ExcessFromYear4Amt
Excess From Year3$3,575,681ExcessFromYear3Amt
Excess From Year2$2,248,399ExcessFromYear2Amt
Excess From Year1$3,143,197ExcessFromYear1Amt
Excess From Current Year$2,498,393ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerERIC SCHWARTZContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonERIC SCHWARTZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6414725100RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE WRITTEN AND SHOULD INCLUDE ALL RELEVANT INFORMATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION
601 VAN NESS AVE STE E865SAN FRANCISCOCA94102NONEPCQUIET TIME PROGRAM$30,000
COLLATERAL REPAIR PROJECT
PO BOX 23146BROOKLYNNY11202NONEPCMEDITATION PILOT PROJECT, TEACHING TM TO SYRIAN REFUGEES IN JORDANIAN CAMPS$5,000
COLLATERAL REPAIR PROJECT
PO BOX 23146BROOKLYNNY11202NONEPCSUPPORT OF REFUGEES IN AMMAN, JORDAN$5,000
DAVID LYNCH FOUNDATION
22 EAST 45TH STREETNEW YORKNY10017NONEPCGENERAL SUPPORT$350,000
DAVID LYNCH FOUNDATION
22 EAST 45TH STREETNEW YORKNY10017NONEPCLOS ANGELES PROGRAMS$33,993
DAVID LYNCH FOUNDATION
22 EAST 45TH STREETNEW YORKNY10017NONEPCLOS ANGELES PROGRAMS$250,000
DOCTORS WITHOUT BORDERS
40 REACTOR STREET 16TH FLOORNEW YORKNY10006NONEPCGENERAL SUPPORT$5,000
DOMESTIC VIOLENCE SOLUTIONS
411 E CANON PERDIDO ST 12SANTA BARBARACA93101NONEPCGENERAL SUPPORT$5,000
GLOBAL PROJECTS FOR PEACE
500 N 3RD ST SUITE 105 PO BOX 337FAIRFIELDIA52556NONEPCGENERAL SUPPORT$20,000
JEFFERSON COUNTY FARMERS AND NEIGHBORS INC
PO BOX 811FAIRFIELDIA52556NONEPCPUBLIC AWARENESS OF THE IMPACT OF CAFOS$6,000
LEADING FROM WITHIN
PO BOX 806SANTA BARBARACA93102NONEPCGENERAL SUPPORT$25,000
MAHARISHI GLOBAL ADMINISTRATION THROUGH NATURAL LAW
PO BOX 420440WASHINGTONDC20042NONEPCMOTHER DIVINE PROGRAM$3,000
MAHARISHI INTERNATIONAL UNIVERSITY
1000 N 4TH STFAIRFIELDIA52557NONEPCENDOWMENT RESERVES$1,000,000
MAHARISHI INTERNATIONAL UNIVERSITY
1000 N 4TH STFAIRFIELDIA52557NONEPCGENERAL SUPPORT$2,500
MAHARISHI INTERNATIONAL UNIVERSITY
1000 N 4TH STFAIRFIELDIA52557NONEPCSUPPORT OF PAY RAISES FOR MIU FACULTY AND STAFF$250,000
MAHARISHI INTERNATIONAL UNIVERSITY
1000 N 4TH STFAIRFIELDIA52557NONEPCSENIOR RESEARCH IN CONSCIOUSNESS PROGRAM$100,000
MAHARISHI PURUSHA PROGRAM
1000 PURUSHA PLACE SUITE 108ROMNEYWV26757NONEPCGENERAL SUPPORT$6,000
MAHARISHI SCHOOL
804 DR ROBERT KEITH WALLACE DRFAIRFIELDIA52556NONEPC5 YEAR PLAN$75,000
MAHARISHI SCHOOL
804 DR ROBERT KEITH WALLACE DRFAIRFIELDIA52556NONEPC5 YEAR PLAN$125,000
MAHARISHI SCHOOL
804 DR ROBERT KEITH WALLACE DRFAIRFIELDIA52556NONEPC5 YEAR PLAN$25,000
PTSD RELIEF NOW
2103 185TH STFAIRFIELDIA52556NONEPCSUPPORT FOR TEACHING TM IN EAST AFRICA$50,000
SAMJIVANI FOUNDATION DBA MEDICAL RELIEF FOR INDIA
2714 KNIGHTON CHAPEL ROADFOUNTAIN INNSC29644NONEPCGENERAL SUPPORT$10,000
SANSUM CLINIC
PO BOX 1200SANTA BARBARACA93102NONEPCPURCHASE OF EQUIPMENT AND TECHNOLOGY; RECRUITMENT OF PHYSICIANS$50,000
SIEDA COMMUNITY ACTION
725 WEST 2ND ST PO BOX 658OTTUMWAIA52501NONEPCJONAS' HOLIDAY BENEFIT$5,000
SRI DEVI MANDIR
800 WEST BURLINGTON STREETFAIRFIELDIA52556NONEPCGENERAL SUPPORT$50,000
SRI DEVI MANDIR
800 WEST BURLINGTON STREETFAIRFIELDIA52556NONEPCGENERAL SUPPORT$40,000
THE ABRAHAM FOUNDATION
232 EAST 62ND STREETNEW YORKNY10065NONEPCTRUNKS UP$20,000
THE PEOPLE CONCERN
2116 ARLINGTON AVE SUITE 100LOS ANGELESCA90018NONEPCSHWAHLOCK PROGRAM$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,576,493TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,809ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$675ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,353ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,837ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,837TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC SCHWARTZBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,181Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY CONSERVATIV INCOME BOND CL ICategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$701,549BookValueAmt
EOYFMV$701,549EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS IN VALUE OF ASSETSDesc
Amt$57,374Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$5$0$0
WIRE FEE$96$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$675RevenueAndExpensesPerBooksAmt
Net Investment Income$675NetInvestmentIncomeAmt
Adjusted Net Income$675AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$14,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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