ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202021969349101502
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T11:26:08-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436900504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC SCHWARTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 6414721500 | 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 | 6414721500 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 14:46:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A57D8E88FA5E22D61C76A627600F0C8E385C8FF1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,108,056 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,902 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,447 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $590,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,349 | 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 | $6,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,277 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,277 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,348,593 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,348,593 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,360,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,348,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,770,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,739 | CashBOYAmt |
| Cash EOY | $13,038 | CashEOYAmt |
| Cash EOYFMV | $13,038 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,295,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,463,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,463,133 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $70,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $70,000 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $380,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $466,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $466,515 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $77,864 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,370 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,773,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,108,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,108,056 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $4,450 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $4,450 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $4,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,450 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,769,139 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,103,606 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,769,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,103,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,773,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,108,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,769,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,770,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $104,884 | OtherIncreasesAmt |
| Subtotal | $3,103,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,103,606 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,557,386 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,230,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.410466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,824,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,990,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.766185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,194,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,858,898 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,903,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,145,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.208192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,798,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $449,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.001973 | DistributionYr5Rt |
| Total Distribution | 5.521702 | TotalDistributionRt |
| Average Distribution | 1.104340 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,143,535 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,575,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $891 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,576,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,348,593 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,781 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,781 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $778 | OverpaymentAmt |
| Applied To ES Tax | $778 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | JERRY OLIVER | IndividualWithBooksNm |
| Phone | 6414725100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 PLEASANT PLAIN RD | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC SCHWARTZ | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $525,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,681,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,206,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,206,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,143,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,781 | TotalTaxAmt |
| Distributable Before Adj | $205,396 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,396 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,396 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,348,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,348,593 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,348,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,776,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,588,757 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $875,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,575,681 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,248,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,064,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,348,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $205,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,143,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,207,885 | 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 | $1,776,381 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,431,504 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,588,757 | ExcessFromYear4Amt |
| Excess From Year3 | $875,470 | ExcessFromYear3Amt |
| Excess From Year2 | $3,575,681 | ExcessFromYear2Amt |
| Excess From Year1 | $2,248,399 | ExcessFromYear1Amt |
| Excess From Current Year | $3,143,197 | 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 |
|---|---|---|---|---|---|---|---|
| BLISSFUL LIFE FOUNDATION | |||||||
| 500 N 3RD ST SUITE 105 PO BOX 337 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL SUPPORT | $250,000 |
| CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION | |||||||
| 12165 BROOKGLEN DRIVE | SARATOGA | CA | 95070 | NONE | PC | QUIET TIME PROGRAM - INSTALLMENT 1 | $130,000 |
| CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION | |||||||
| 12165 BROOKGLEN DRIVE | SARATOGA | CA | 95070 | NONE | PC | QUIET TIME PROGRAM - INSTALLMENT 2 | $130,000 |
| COLLATERAL REPAIR PROJECT | |||||||
| PO BOX 23146 | BROOKLYN | NY | 11202 | NONE | PC | MEDITATION PILOT PROJECT, TEACHING TM TO SYRIAN REFUGEES IN JORDANIAN CAMPS | $4,416 |
| DAVID LYNCH FOUNDATION | |||||||
| 621 SOUTH HIGHLAND AVENUE | LOS ANGELES | CA | 90036 | NONE | PC | LOS ANGELES SCHOOLS PROJECT | $262,500 |
| DAVID LYNCH FOUNDATION | |||||||
| 621 SOUTH HIGHLAND AVENUE | LOS ANGELES | CA | 90036 | NONE | PC | CHICAGO SCHOOLS PROJECT, ACCESS TO TM | $375,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| 411 E CANON PERDIDO ST 12 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GLOBAL PROJECTS FOR PEACE | |||||||
| 500 N 3RD ST SUITE 105 PO BOX 337 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL SUPPORT | $30,000 |
| JEFFERSON COUNTY FARMERS AND NEIGHBORS INC | |||||||
| PO BOX 811 | FAIRFIELD | IA | 52556 | NONE | PC | PUBLIC AWARENESS OF THE IMPACT OF CAFOS | $5,000 |
| JEFFERSON COUNTY FARMERS AND NEIGHBORS INC | |||||||
| PO BOX 811 | FAIRFIELD | IA | 52556 | NONE | PC | PUBLIC AWARENESS OF THE IMPACT OF CAFOS | $6,000 |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MAHARISHI GLOBAL ADMINISTRATION THROUGH NATURAL LAW | |||||||
| PO BOX 420440 | WASHINGTON | DC | 20042 | NONE | PC | MOTHER DIVINE PROGRAM | $3,000 |
| MAHARISHI PURUSHA PROGRAM | |||||||
| 1000 PURUSHA PLACE SUITE 108 | ROMNEY | WV | 26757 | NONE | PC | GENERAL SUPPORT | $6,000 |
| MAHARISHI SCHOOL | |||||||
| 804 DR ROBERT KEITH WALLACE DR | FAIRFIELD | IA | 52556 | NONE | PC | SCHOLARSHIPS/GENERAL SUPPORT | $100,000 |
| MAHARISHI SCHOOL | |||||||
| 804 DR ROBERT KEITH WALLACE DR | FAIRFIELD | IA | 52556 | NONE | PC | ANNUAL FUND | $50,000 |
| MAHARISHI SCHOOL | |||||||
| 804 DR ROBERT KEITH WALLACE DR | FAIRFIELD | IA | 52556 | NONE | PC | SCHOLARSHIPS | $48,677 |
| MAHARISHI SCHOOL | |||||||
| 804 DR ROBERT KEITH WALLACE DR | FAIRFIELD | IA | 52556 | NONE | PC | FIVE YEAR PLAN | $50,000 |
| MAHARISHI UNIVERSITY OF MANAGMENT FOUNDATION | |||||||
| 1000 N 4TH ST | FAIRFIELD | IA | 52557 | NONE | PC | VISITORS CENTER RENOVATION | $92,500 |
| MAHARISHI UNIVERSITY OF MANAGMENT FOUNDATION | |||||||
| 1000 N 4TH ST | FAIRFIELD | IA | 52557 | NONE | PC | VISITORS CENTER, PAY EQUALIZATION, GLOBAL LEADERSHIP CENTER | $818,500 |
| MAHARISHI UNIVERSITY OF MANAGMENT FOUNDATION | |||||||
| 1000 N 4TH ST | FAIRFIELD | IA | 52557 | NONE | PC | THAILAND SCHOOLS PROECT | $700,000 |
| PTSD RELIEF NOW | |||||||
| 2103 185TH ST | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR TEACHING TM IN EAST AFRICA | $40,000 |
| PTSD RELIEF NOW | |||||||
| 2103 185TH ST | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR TEACHING TM IN EAST AFRICA | $10,000 |
| RAAM RAJ FOUNDATION | |||||||
| 230 CONGRESS ST | BOSTON | MA | 02110 | NONE | PC | SUPPORT DEVELOPMENT AND DISSEMINATION OF COURSES IN MAHARISHI VEDIC SCIENCE | $147,000 |
| RAAM RAJ FOUNDATION | |||||||
| PO BOX 2902 1900 CAPITAL BLVD | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT DEVELOPMENT AND DISSEMINATION OF COURSES IN MAHARISHI VEDIC SCIENCE | $5,000 |
| SAMJIVANI FOUNDATION DBA MEDICAL RELIEF FOR INDIA | |||||||
| 2714 KNIGHTON CHAPEL ROAD | FOUNTAIN INN | SC | 29644 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SIEDA COMMUNITY ACTION | |||||||
| 725 WEST 2ND ST PO BOX 658 | OTTUMWA | IA | 52501 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SRI DEVI MANDIR | |||||||
| 800 WEST BURLINGTON STREET | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,348,593 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,902 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,349 | 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 | $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 | $6,005 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO EXCHG TRADED FD TR II S&P MIDCP | $117,306 | $117,306 |
| INVESCO EXCHG TRADED FD TR II S&P SMLCP | $108,324 | $108,324 |
| INVESCO EXCHG TRADED FD TR II S&P500 | $240,885 | $240,885 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BNY MELLON INTL CORE EQUITY I | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $95,370 | BookValueAmt |
| EOYFMV | $95,370 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $20 | $0 | $0 |
| INTEREST & PENALTIES | $35 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,447 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,447 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,447 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN IN VALUE OF ASSETS | $101,584 |
| REPAYMENT FROM PY | $3,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $4,836 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments