ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201611339349102846
Schema version
2015v2.1
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)
Return2016-05-12T16:57:50-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line1221 THIRD AVENUE SE STE 300AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524011512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Phone6414725100PhoneNum

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
Phone6414725100PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLEY UMSTEADPreparerPersonNm
PTINP00982177PTIN
Phone3192985333PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,372,873FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$732,210OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,032,241TotalRevAndExpnssAmt
Total Net Invst Incm$31TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,911OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,903,985ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,903,985ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,910,897TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,903,985TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$121,344ExcessRevenueOverExpensesAmt
Net Investment Income$31NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$352,742SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$680,955SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$680,955SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,081,827CorporateStockBOYAmt
Corporate Stock EOY$7,874,958CorporateStockEOYAmt
Corporate Stock EOYFMV$8,691,918CorporateStockEOYFMVAmt
Total Assets BOY$8,434,569TotalAssetsBOYAmt
Total Assets EOY$8,555,913TotalAssetsEOYAmt
Total Assets EOYFMV$9,372,873TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,434,569UnrestrictedBOYAmt
Unrestricted EOY$8,555,913UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,434,569TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,555,913TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,434,569TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,555,913TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,434,569TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$121,344ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,555,913SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,555,913TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,798,855AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$449,492NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.001973DistributionYr1Rt
Adjusted Qlfy Distri Yr2$255,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$100,567NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.541589DistributionYr2Rt
Adjusted Qlfy Distri Yr3$126,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,124NetVlNoncharitableAssetsYr3Amt
Distribution Yr36.281057DistributionYr3Rt
Adjusted Qlfy Distri Yr4$491,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$70,839NetVlNoncharitableAssetsYr4Amt
Distribution Yr46.936151DistributionYr4Rt
Adjusted Qlfy Distri Yr5$380,595AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$106,998NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.557029DistributionYr5Rt
Total Distribution23.317799TotalDistributionRt
Average Distribution4.663560AverageDistributionRt
Net Vl Noncharitable Assets$9,145,328NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,649,786AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,649,786AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,903,985QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$1TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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
Individual With BooksJERRY OLIVERIndividualWithBooksNm
Phone6414725100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN RDAddressLine1Txt
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 Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$312,295AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,972,302FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,284,597TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,284,597AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139,269CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,145,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$457,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$457,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Income Tax$142,037IncomeTaxAmt
Total Tax$142,038TotalTaxAmt
Distributable Before Adj$315,228DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$315,228DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$315,228DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,903,985ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,903,985QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,903,985AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$315,228DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$375,245ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$487,808ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$125,394ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$250,572ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,776,381ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,015,400TotalExcessDistributionCyovAmt
Qualifying Distributions$1,903,985QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$315,228AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,588,757RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,604,157TotalCorpusAmt
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$375,245ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,228,912ExcessDistriCyovToNextYrAmt
Excess From Year4$487,808ExcessFromYear4Amt
Excess From Year3$125,394ExcessFromYear3Amt
Excess From Year2$250,572ExcessFromYear2Amt
Excess From Year1$1,776,381ExcessFromYear1Amt
Excess From Current Year$1,588,757ExcessFromCurrentYearAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION
711 VAN NESS AVENUE 440SAN FRANCISCOCA94102NONEPCQUIET TIME MEDITATION PROGRAM$500,000
DAVID LYNCH FOUNDATION
216 EAST 4TH ST 13TH FLNEW YORKNY10017NONEPCQUIET TIME MEDITATION PROGRAM$750,000
FAIRFIELD ARTS & CONVENTION CENTER
200 NORTH MAIN STREETFAIRFIELDIA52556NONEPC2015 ANNUAL FUND$20,000
JEFFERSON COUNTY FARMERS & NEIGHBORS INC
PO BOX 811FAIRFIELDIA52556NONEPCGENERAL FUND$6,000
MAHARISHI FOUNDATION USA INC
PO BOX 670FAIRFIELDIA52256NONEPCGENERAL OPERATING SUPPORT$10,000
MAHARISHI PURUSHA PROGRAM
3087 SOLUTION CENTERCHICAGOIL606773000NONEPCGENERAL OPERATING SUPPORT$5,400
MAHARISHI UNIVERSITY OF MANAGEMENT
1000 NORTH FOURTH STFAIRFIELDIA52557NONEPCCOMPUTER PROFESSIONALS PROGRAM$257,845
MAHARISHI UNIVERSITY OF MANAGEMENT
MAHARISHI SCHOOL OF THE AGE OFFAIRFIELDIA52556NONEPC$52,000 GENERAL FUND; $28,340 FOR SCHOLARSHIPS$80,340ENLIGHTENMENT 804 ROBERT KEITH WALL
PVBLIC FOUNDATION
1400 16TH ST NW STE 710WASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$200,000
SACRED SUN MINISTRIES
2581 GLASGOW ROADFAIRFIELDIA52556NONEPCTHRESHHOLDING AND END OF LIFE CARE$54,200
SEEDS OF HEAVEN
500 N 3RD ST STE 105FAIRFIELDIA52556NONESO III FIDHAMMAJARINEE WHITTAYA SCHOOL IN THAILAND$20,000
SOCIETY OF FAIRFIELD ITALIAN AMERICANS (SOFIA)
2189 WEST HILLS DRIVEFAIRFIELDIA52556NONEPCGENERAL OPERATING SUPPORT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,903,985TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$732,210UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$732,210UnrelatedBusinessTaxblIncmAmt
Exclusion$31ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$732,241TotalIncomeProducingActyAmt

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 PersonERIC SCHWARTZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11776 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCIG SHARES - 1,335,614 SHARESStockNm
EOY Book Value$7,874,958EOYBookValueAmt
EOYFMV$8,691,918EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WIRE FEE$15$0$0
NON-DEDUCTIBLE EXPENSES FROM CAMBRIDGE INVESTMENT GROUP SCH K-1$6,896$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAMBRIDGE INVESTMENT GROUP SCH K-1Desc
Revenue And Expenses Per Books$732,210RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$732,210AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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