2019-05-14T11:11:37-05:00 2018-12-31 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011512 990PF 2018-01-01 436900504 ERIC SCHWARTZ FAMILY FOUNDATION ERIC 6414721500 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 ERIC SCHWARTZ TRUSTEE 6414721500 2019-05-13 1 SHAWNA HULS P01315330 3192985333 66.98.98.9 2019-05-13 15:20:47 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E 2018 2019-02-21 02:37:17Z X 5773589 X 1000000 126733 126733 0 1126733 126733 0 0 0 5477 0 0 2159 0 0 7636 0 0 2560686 2557386 2568322 0 2557386 -1441589 126733 25215 19739 19739 3628074 5295817 5295817 0 380169 380169 2029185 0 0 1604455 77864 77864 7286929 5773589 5773589 4450 4450 4450 4450 X 7282479 5769139 7282479 5769139 7286929 5773589 7282479 -1441589 0 5840890 71751 5769139 0 3824000 4990962 0.766185 1194945 8858898 0.134886 1903985 9145328 0.208192 1798855 449492 4.001973 255600 100567 2.541589 7.652825 1.530565 6230446 9536103 1267 9537370 2557386 2535 0 2535 0 2535 930 0 0 930 11 1616 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A JERRY OLIVER 6414725100 1776 PLEASANT PLAIN RD FAIRFIELD IA 52556 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ERIC SCHWARTZ 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1184795 5140531 0 6325326 0 0 6325326 94880 6230446 311522 311522 2535 2535 308987 0 308987 0 308987 2557386 0 2557386 0 2557386 308987 0 0 250572 1776381 1588757 875470 3575681 8066861 2557386 0 0 0 308987 2248399 0 0 10315260 0 0 0 0 0 0 250572 10064688 1776381 1588757 875470 3575681 2248399 ERIC SCHWARTZ ERIC SCHWARTZ 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 6414725100 APPLICATIONS SHOULD BE WRITTEN AND SHOULD INCLUDE ALL RELEVANT INFORMATION N/A N/A CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION 601 VAN NESS AVE STE E865 SAN FRANCISCO CA 94102 NONE PC CHICAGO QUIET TIME PROGRAM 4000 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 350000 DAVID LYNCH FOUNDATION 228 EAST 45TH STREET 15TH FLOOR NEW YORK NY 10017 NONE PC CHICAGO QUIET TIME PROGRAM 375000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL SUPPORT 5000 JEFFERSON COUNTY FARMERS AND NEIGHBORS PO BOX 811 FAIRFIELD IA 52556 NONE PC GENERAL SUPPORT 4000 LEADING FROM WITHIN PO BOX 806 SANTA BARBARA CA 93102 NONE PC GENERAL SUPPORT 25000 MAHARISHI PURUSHA PROGRAM 1000 PURUSHA PLACE SUITE 108 ROMNEY WV 26757 NONE PC GENERAL SUPPORT 2000 MAHARISHI PURUSHA PROGRAM 1000 PURUSHA PLACE SUITE 108 ROMNEY WV 26757 NONE PC GENERAL SUPPORT 6000 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 93386 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 DR ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC DORMITORY RENOVATION 50000 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 DR ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC FIVE YEAR PLAN FUND 50000 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 DR ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC STUDENT SUPPORT 3300 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 DR ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC ROCKETRY PROGRAM 5000 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 DR ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC ROBOTICS PROGRAM 2000 MAHARISHI UNIVERSITY OF MANAGEMENT FOUNDATION 1000 N 4TH STREET FAIRFIELD IA 52557 NONE PC DHAMMACHARINEE WITTAYA SCHOOL IN THAILAND 500000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH STREET FAIRFIELD IA 52557 NONE PC SOFTWARE DEVELOPMENT PROGRAM 50000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH STREET FAIRFIELD IA 52557 NONE PC SOLAR ENERGY PROJECT 400000 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 120000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH STREET FAIRFIELD IA 52557 NONE PC FACULTY AND STAFF DEVELOPMENT AND SUPPORT (PAY EQUALIZATION) 240000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH STREET FAIRFIELD IA 52557 NONE PC GENERAL SUPPORT 5000 NATURE CONSERVANCY 1620 231ST STREET LETTS IA 52754 NONE PC GENERAL SUPPORT 5000 PTSD RELIEF NOW 2103 185TH STREET FAIRFIELD IA 52556 NONE PC SUPPORT FOR TEACHING TM IN EAST AFRICA 10000 RAAM RAJ FOUNDATION LWCO 12TH FLOOR 230 CONGRESS STREET BOSTON MA 02110 NONE PC GENERAL SUPPORT 5000 RAAM RAJ FOUNDATION LWCO 12TH FLOOR 230 CONGRESS STREET BOSTON MA 02110 NONE PC GENERAL SUPPORT 200000 SANTA BARBARA BIRD SANCTUARY PO BOX 454 SANTA BARBARA CA 93067 NONE PC GENERAL SUPPORT 5000 SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION 725 WEST SECOND STREET OTTUMWA IA 52501 NONE PC GENERAL SUPPORT 3000 SRI DEVI MANDIR TEMPLE 800 WEST BURLINGTON STREET FAIRFIELD IA 52556 NONE PC GENERAL SUPPORT 21000 SRI DEVI MANDIR TEMPLE 800 WEST BURLINGTON STREET FAIRFIELD IA 52556 NONE PC GENERAL SUPPPORT 22000 2560686 0 14 126733 0 126733 0 126733 0 0 0 0 0 0 0 0 0 0 X X 1 ERIC SCHWARTZ 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 1000000 X ACCOUNTING FEES 5477 0 0 INVESCO EXCHG TRADED FD TR II S&P MIDCP 96770 96770 INVESCO EXCHG TRADED FD TR II S&P SMLCP 90781 90781 INVESCO EXCHG TRADED FD TR II S&P500 192618 192618 DREYFUS INTERNATIONAL EQUITY CL I FMV 77864 77864 UNREALIZED LOSS IN VALUE OF ASSETS 71751 EXCISE TAXES 2159 0 0