ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349102156
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:11:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-13 | 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 | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 15:20:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,773,589 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $126,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,733 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,126,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,733 | 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 | $5,477 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,560,686 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,557,386 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,568,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,557,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,441,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,215 | CashBOYAmt |
| Cash EOY | $19,739 | CashEOYAmt |
| Cash EOYFMV | $19,739 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,628,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,295,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,295,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $380,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $380,169 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,029,185 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,604,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,286,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,773,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,773,589 | 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 SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,282,479 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,769,139 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,282,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,769,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,286,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,773,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,282,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,441,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,840,890 | SubtotalAmt |
| Other Decreases | $71,751 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,769,139 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,824,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,990,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.766185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,194,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,858,898 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.134886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,903,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,145,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.208192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,798,855 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $449,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.001973 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $255,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.541589 | DistributionYr5Rt |
| Total Distribution | 7.652825 | TotalDistributionRt |
| Average Distribution | 1.530565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,230,446 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,536,103 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,537,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,557,386 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $930 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $930 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,616 | 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 |
| 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 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | 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 | $1,184,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,140,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,325,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,325,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,230,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $311,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $311,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,535 | TotalTaxAmt |
| Distributable Before Adj | $308,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,987 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,557,386 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,557,386 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,557,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $250,572 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,776,381 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,588,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $875,470 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,575,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,066,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,557,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,248,399 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,315,260 | 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 | $250,572 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,064,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,776,381 | ExcessFromYear4Amt |
| Excess From Year3 | $1,588,757 | ExcessFromYear3Amt |
| Excess From Year2 | $875,470 | ExcessFromYear2Amt |
| Excess From Year1 | $3,575,681 | ExcessFromYear1Amt |
| Excess From Current Year | $2,248,399 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION | |||||||
| 601 VAN NESS AVE STE E865 | SAN FRANCISCO | CA | 94102 | NONE | PC | CHICAGO QUIET TIME PROGRAM | $4,000 |
| DAVID LYNCH FOUNDATION | |||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION/QUIET TIME PROGRAM | $350,000 |
| DAVID LYNCH FOUNDATION | |||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHICAGO QUIET TIME PROGRAM | $375,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JEFFERSON COUNTY FARMERS AND NEIGHBORS | |||||||
| PO BOX 811 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL SUPPORT | $4,000 |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MAHARISHI PURUSHA PROGRAM | |||||||
| 1000 PURUSHA PLACE SUITE 108 | ROMNEY | WV | 26757 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MAHARISHI PURUSHA PROGRAM | |||||||
| 1000 PURUSHA PLACE SUITE 108 | ROMNEY | WV | 26757 | NONE | PC | GENERAL SUPPORT | $6,000 |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | |||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PC | $50K, ANNUAL FUND/GENERAL SUPPORT: $43,386 SCHOLARSHIPS | $93,386 |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | |||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PC | DORMITORY RENOVATION | $50,000 |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | |||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PC | FIVE YEAR PLAN FUND | $50,000 |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | |||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PC | STUDENT SUPPORT | $3,300 |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | |||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PC | ROCKETRY PROGRAM | $5,000 |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | |||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PC | ROBOTICS PROGRAM | $2,000 |
| MAHARISHI UNIVERSITY OF MANAGEMENT FOUNDATION | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | DHAMMACHARINEE WITTAYA SCHOOL IN THAILAND | $500,000 |
| MAHARISHI UNIVERSITY OF MANAGEMENT | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SOFTWARE DEVELOPMENT PROGRAM | $50,000 |
| MAHARISHI UNIVERSITY OF MANAGEMENT | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SOLAR ENERGY PROJECT | $400,000 |
| MAHARISHI UNIVERSITY OF MANAGEMENT | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | $100K TO SENIOR RESEARCH IN CONSCIOUSNESS PROGRAM; $20K FOR FACEBOOK ADS TO INCREASE ENROLLMENT | $120,000 |
| MAHARISHI UNIVERSITY OF MANAGEMENT | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | FACULTY AND STAFF DEVELOPMENT AND SUPPORT (PAY EQUALIZATION) | $240,000 |
| MAHARISHI UNIVERSITY OF MANAGEMENT | |||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NATURE CONSERVANCY | |||||||
| 1620 231ST STREET | LETTS | IA | 52754 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PTSD RELIEF NOW | |||||||
| 2103 185TH STREET | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR TEACHING TM IN EAST AFRICA | $10,000 |
| RAAM RAJ FOUNDATION | |||||||
| LWCO 12TH FLOOR 230 CONGRESS STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAAM RAJ FOUNDATION | |||||||
| LWCO 12TH FLOOR 230 CONGRESS STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $200,000 |
| SANTA BARBARA BIRD SANCTUARY | |||||||
| PO BOX 454 | SANTA BARBARA | CA | 93067 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION | |||||||
| 725 WEST SECOND STREET | OTTUMWA | IA | 52501 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SRI DEVI MANDIR TEMPLE | |||||||
| 800 WEST BURLINGTON STREET | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL SUPPORT | $21,000 |
| SRI DEVI MANDIR TEMPLE | |||||||
| 800 WEST BURLINGTON STREET | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL SUPPPORT | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,560,686 | 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 | $126,733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,733 | 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 | $1,000,000 | 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 | $5,477 | 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 | $96,770 | $96,770 |
| INVESCO EXCHG TRADED FD TR II S&P SMLCP | $90,781 | $90,781 |
| INVESCO EXCHG TRADED FD TR II S&P500 | $192,618 | $192,618 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DREYFUS INTERNATIONAL EQUITY CL I | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $77,864 | BookValueAmt |
| EOYFMV | $77,864 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN VALUE OF ASSETS | Desc |
| Amt | $71,751 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,159 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments