2017-11-14T16:47:07-06:00 2016-12-31 420714325 RSM US LLP 201 FIRST ST SE SUITE 800 CEDAR RAPIDS IA 52401 990PF 2016-01-01 436900504 ERIC SCHWARTZ FAMILY FOUNDATION ERIC 6414725100 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 ERIC SCHWARTZ TRUSTEE 6414725100 2017-11-13 1 CARLEY UMSTEAD P00982177 3192985333 108.171.130.187 2017-11-13 11:24:41 CS P AA114BBCB6D3DE1154E700F0DCA845B48457B04B 63F0EEB24C910906BC6653715CD0B4582F1A1648 2016 2021-01-29 14:40:06Z X 6070584 X 6500000 66 66 0 665988 0 7166054 66 0 0 0 307819 0 0 33872 0 0 341691 0 0 8898841 1194945 9240532 0 1194945 -2074478 66 752 752 680955 6069832 6069832 7874958 0 0 8555913 6070584 6070584 4450 0 4450 X 8555913 6066134 8555913 6066134 8555913 6070584 8555913 -2074478 0 6481435 415301 6066134 0 1903985 9145328 0.208192 1798855 449492 4.001973 255600 100567 2.541589 126400 20124 6.281057 491350 70839 6.936151 19.968962 3.993792 8858898 35380596 1 35380597 1194945 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 IA CA 1 0 0 0 0 1 N/A JERRY OLIVER 6414725100 1776 PLEASANT PLAIN RD FAIRFIELD IA 52556 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERIC SCHWARTZ 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 0 795898 8197907 8993805 0 0 8993805 134907 8858898 442945 442945 1 123469 123470 319475 0 319475 0 319475 1194945 0 1194945 0 1194945 319475 0 0 487808 125394 250572 1776381 1588757 4228912 1194945 0 0 0 319475 875470 0 0 5104382 0 0 0 0 0 0 487808 4616574 125394 250572 1776381 1588757 875470 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 DAVID LYNCH FOUNDATION 216 EAST 4TH ST SUITE 1301 NEW YORK NY 10017 NONE PC QUIET TIME MEDITATION PROGRAM 940000 ERIC AND KELLY SCHWARTZ CHARITABLE TRUST 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 NONE SO I DISTRIBUTION OF STOCK; SUBSTANTIAL CONTRACTION - SEE STMT 6 7703896 FAIRFIELD ARTS & CONVENTION CENTER 200 NORTH MAIN STREET FAIRFIELD IA 52556 NONE PC 2016 ANNUAL FUND 15000 JEFFERSON COUNTY FARMERS & NEIGHBORS INC PO BOX 811 FAIRFIELD IA 52556 NONE PC GENERAL SUPPORT 6000 MAHARISHI PURUSHA PROGRAM 1000 PURUSHA PLACE SUITE 108 ROMNEY WV 26757 NONE PC GENERAL SUPPORT 5400 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC SCHOLARSHIPS 86695 MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT 804 ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 NONE PC $50,000 GENERAL SUPPORT 50000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH ST FAIRFIELD IA 52557 NONE PC ANNUAL FUND 5000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH ST FAIRFIELD IA 52557 NONE PC SCHOLARSHIPS 5000 MAHARISHI UNIVERSITY OF MANAGEMENT 1000 N 4TH ST FAIRFIELD IA 52557 NONE PC REGENERATIVE ORGANIC AGRICULTURE 25000 MANAVATA MANDIR DBA SRI DEVI MANDIR 800 WEST BURLINGTON AVE FAIRFIELD IA 52556 NONE PC GENERAL SUPPORT 21000 MOTHER DIVINE (MGANL-MD) 1770 BRAHMANAND SARASWATI BLVD FAIRFIELD IA 52556 NONE PC GENERAL SUPPORT 1200 SACRED SUN MINISTRIES 2581 GLASGOW ROAD FAIRFIELD IA 52556 NONE PC $650 GENERAL SUPPORT; $12,000 END OF LIFE CARE 12650 SEEDS OF HEAVEN 500 N 3RD ST STE 302 FAIRFIELD IA 52556 NONE SO III FI DHAMMAJARINEE WHITTAYA SCHOOL IN THAILAND 17000 WARRIOR 360 PO BOX 171 FAIRFAX STATION VA 22039 NONE PC GENERAL SUPPORT 5000 8898841 0 14 66 525990 665988 665988 66 0 666054 0 0 0 0 0 0 0 0 0 0 X X 1 ERIC SCHWARTZ 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 6500000 X ERIC AND KELLY SCHWARTZ CHARITABLE TRUST 1776 PLEASANT PLAIN RD FAIRFIELD IA 52556 1,335,164 SHARES OF CAMBRIDGE INVESTMENT GROUP, INC. STOCK. 7703896 CIG SHARES - 1,335,164 SHARES 0 0 ON 12/31/16, ERIC SCHWARTZ FAMILY FOUNDATION TRANSFERRED 1,335,164 SHARES OF CAMBRIDGE INVESTMENT GROUP, INC. STOCK TO ERIC AND KELLY SCHWARTZ CHARITABLE TRUST (EKSCT). EKSCT IS A SUPPORTING ORG OF SANTA BARBARA FOUNDATION (SBF). SBF, IS ENTITLED TO APPOINT, REPLACE, AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. SBF, HAS APPOINTED THREE OF THE CURRENT FIVE TRUSTEES AND CONTROLS THE GOVERNANCE OF THE FILING ORGANIZATION. BOOK VALUE OF $8,119,197 AND FMV OF $7,703,896 ON DATE OF TRANSFER. METHOD USED TO DETERMINE BOOK VALUE: TAX BASIS. METHOD USED TO DETERMINE FMV: INDEPENDENT VALUATION, DISCOUNTED CASH FLOW METHOD. FMV ADJUSTMENT - CIG STOCK DONATED 415301 WIRE FEE 45 0 0 NON-DEDUCTIBLE EXPENSES FROM CAMBRIDGE INVESTMENT GROUP SCH K-1 10372 0 0 BANK FEE 5 0 0 ACCOUNTING EXPENSE 23450 0 0 CAMBRIDGE INVESTMENT GROUP SCH K-1 665988 0 665988 FEDERAL TAXES ON UNRELATED BUSINESS INCOME 287806 0 0 STATE TAXES ON UNRELATED BUSINESS INCOME 20012 0 0 EXCISE TAXES 1 0 0