ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-05
- IRS object ID
- 202522789349100502
- Schema version
- 2024v5.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-05T14:00:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436900504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWARTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 6414725100 | 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 | 6414725100 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2025-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,781,517 | 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 | $11,800,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $936,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $936,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,054,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,217 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $327,283 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $327,283 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,206,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,406,644 | 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 | $3,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $434,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $346,885 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,238 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $445,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $346,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,731,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,731,235 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,176,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,078,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,030,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,315,526 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,220,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,744,728 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,744,728 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $947,995 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $947,995 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,400,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,096,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,096,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,487,657 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,487,657 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,504,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,504,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,620,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,781,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,781,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,620,749 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,781,517 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,620,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,781,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,620,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,781,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,620,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,030,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $130,592 | OtherIncreasesAmt |
| Subtotal | $32,781,517 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,781,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,007,025 | $6,910,798 | $96,227 | $96,227 |
| LT CAPITAL GAIN FROM PARTNERSHIP K1S | P | $2,623 | $2,623 | $2,623 | |
| CAPITAL GAINS DIVIDENDS | P | $44,367 | $44,367 | $44,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,217 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $23,671 | OverpaymentAmt |
| Applied To ES Tax | $23,671 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC SCHWARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6414725100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC SCHWARTZ | ||||||||
| 1776 PLEASANT PLAIN ROAD | FAIRFIELD | IA | 52556 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLY SCHWARTZ | ||||||||
| 1776 PLEASANT PLAIN ROAD | FAIRFIELD | IA | 52556 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTLEFIELD CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9711 WASHINGTONIAN BLVD | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $346,885 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $11,494,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,885,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,504,813 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,884,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,884,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $448,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,436,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,471,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,471,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,286 | TotalTaxAmt |
| Distributable Before Adj | $1,453,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,453,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,453,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,078,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,078,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,453,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,143,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,498,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,541,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,577,152 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,504,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,264,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,078,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,453,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,624,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,889,400 | 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 | $3,143,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,746,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,498,393 | ExcessFromYear4Amt |
| Excess From Year3 | $1,541,567 | ExcessFromYear3Amt |
| Excess From Year2 | $2,577,152 | ExcessFromYear2Amt |
| Excess From Year1 | $3,504,503 | ExcessFromYear1Amt |
| Excess From Current Year | $2,624,588 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICA COLLEGE FUND | ||||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | NONE | PC | MAHARISHI INVINCIBILITY SCHOOL FOR GIRLS AND THE MAHARISHI ECO-CAMPUS SUPPORT | $250,000 | |
| BRAHMANANDA SARASWATI FOUNDATION | ||||||||
| PO BOX 2316 | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR AFRICAN WOMEN AND GIRLS ORGANIZATION | $150,000 | |
| CARE FOUNDATION | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR CARE IMPACT AWARDS | $2,500 | |
| COLLATERAL REPAIR PROJECT | ||||||||
| PO BOX 23146 | BROOKLYN | NY | 11202 | NONE | PC | SUPPORT SUPER GIRLS PROGRAM | $10,000 | |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||||
| 245 E SIMPSON AVE PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| DAVID LYNCH FOUNDATION | ||||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR RENA BOONE RETIREMENT SCHOLARSHIP FUND | $1,800 | |
| DAVID LYNCH FOUNDATION | ||||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR THE HEALTHY FAMILIES/HEALTHY COMMUNITIES PROGRAM | $250,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | SUPPORT FOR RESEARCH INITIATIVES | $10,000 | |
| FOREST TRENDS ASSOCIATION | ||||||||
| 1203 19TH STREET NW 4TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEFFERSON COUNTY FARMERS AND NEIGHBORS INC | ||||||||
| PO BOX 811 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| LEADING FROM WITHIN | ||||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MAHARISHI FOUNDATION INTERNATIONAL | ||||||||
| 1900 CAPITAL BLVD PO BOX 624 | FAIRFIELD | IA | 52556 | NONE | PC | TEACHER TRAINING COURSE INNOVATION PROJECT SUPPORT | $67,500 | |
| MAHARISHI GLOBAL ADMIN THROUGH NATURAL LAW | ||||||||
| PO BOX 1140 | LIVINGSTON MANOR | NY | 12758 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MAHARISHI INTERNATIONAL UNIVERSITY FOUNDATION | ||||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR THE DHAMMACHARINEE WITTAYA SCHOOL IN THAILAND | $1,291,889 | |
| MAHARISHI INTERNATIONAL UNIVERSITY | ||||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | MIU FACULTY AND STAFF DEVELOPMENT LIFETIME ACHIEVEMENT AWARD SUPPORT | $1,800 | |
| MAHARISHI INTERNATIONAL UNIVERSITY | ||||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR DR. TONY NADER INSTITUTE CENTER FOR EXECUTIVE EDUCATION | $25,000 | |
| MAHARISHI INTERNATIONAL UNIVERSITY | ||||||||
| 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | NONE | PC | SUPPORT FOR DIGITAL DELIVERY AND INFRASTRUCTURE DEVELOPMENT | $673,746 | |
| MAHARISHI PURUSHA PROGRAM | ||||||||
| 1000 PURUSHA PLACE SUITE 108 | ROMNEY | WV | 26757 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| MAHARISHI SCHOOL | ||||||||
| 804 DR ROBERT KEITH WALLACE DR | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR 5 YEAR PLAN, SCHOLARSHIPS, AND GENERAL OPERATING SUPPORT | $300,000 | |
| MISSION BLUE | ||||||||
| PO BOX 6882 | NAPA | CA | 94581 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10018 | NONE | PC | SUPPORT OF DAUGHTERS FOR EARTH | $10,000 | 12FL |
| NOAH'S ARK FOUNDATION | ||||||||
| PO BOX 748 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| OLIVE CREST | ||||||||
| 2130 EAST FOURTH STREET 200 | SANTA ANA | CA | 92705 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ONE EARTH PHILANTHROPY | ||||||||
| 8611 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PATHFINDERS RC&D | ||||||||
| 304 S MAPLE ST STE 101 | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PTSD RELIEF NOW | ||||||||
| 2103 185TH STREET | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT FOR THE EAST AFRICA FUND | $50,000 | |
| RAAM RAJ FOUNDATION | ||||||||
| 1900 CAPITAL BOULEVARD PO BOX 2092 | FAIRFIELD | IA | 52556 | NONE | PC | SUPPORT TO DEVELOP AND DISSEMINATE COURSES IN MAHARISHI VEDIC SCIENCE | $190,000 | |
| RACHEL'S NETWORK | ||||||||
| 1250 24TH ST NW SUITE 610 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SIEDA COMMUNITY ACTION | ||||||||
| 725 WEST 2ND ST PO BOX 658 | OTTUMWA | IA | 52501 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| SRI DEVI MANDIR TEMPLE | ||||||||
| 800 WEST BURLINGTON STREET | FAIRFIELD | IA | 52556 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| STUDENT CONSERVATION ASSOCIATION | ||||||||
| 1310 N COURTHOUSE RD SUITE 110 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE BARACK OBAMA FOUNDATION | ||||||||
| 5235 SOUTH HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | GIRLS OPPORTUNITY ALLIANCE SUPPORT | $50,000 | |
| WATERISLIFE | ||||||||
| 9905 S PENNSYLVANIA AVE STE A | OKLAHOMA CITY | OK | 73159 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,731,235 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $936,144 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,217 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,406,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,406,644 | 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 | $11,800,000 | 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 | $3,623 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLIFFWATER CORPORATE LENDING FUND I | $1,483,272 | $1,483,272 |
| POWERSHARES ACTIVELY MANAGED ULTRA SHRT | $5,004,385 | $5,004,385 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FORUM REAL ESTATE INCOME FD FOUNDERS | $1,511,536 | $1,511,536 |
| HAMLIN HIGH DIVIDEND EQ FD INSTITUTIONAL | $815,174 | $815,174 |
| INVESCO EXCHANGE TRADED FD TR S&P 500 | $525,690 | $525,690 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $936,305 | $936,305 |
| ISHARES TRUST CORE MSCI EAFE ETF | $730,912 | $730,912 |
| UNDISCOVERED MGRS BEHAVIOR VALUE CL L | $790,812 | $790,812 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK | $843,347 | $843,347 |
| VANGUARD INDEX FDS VANGUARD VALUE | $1,942,548 | $1,942,548 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $947,995 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $947,995 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO ASSET BACKED CR CO LLC SERIES II | FMV | $1,000,137 | $1,000,137 |
| BLACKSTONE INFRASTRUCTURE | FMV | $2,000,000 | $2,000,000 |
| KKR INFRASTRUCTURE CONGLOMERATE LLC | FMV | $1,003,649 | $1,003,649 |
| S3 REAL ESTATE CAPITAL FUND V LP | FMV | $5,126,027 | $5,126,027 |
| S3 LB REAL ESTATE CREDIT A III LP | FMV | $375,000 | $375,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEE | $15 | $0 | $0 |
| TRANSACTION COSTS | $120 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $327,283 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $327,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $327,283 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN VALUE OF ASSETS | Desc |
| Amt | $130,592 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $346,885 | $0 | $346,885 |
| INVESTMENT MANAGEMENT FEES | $87,880 | $87,880 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE TAX PAYMENTS | $1,960 | $0 | $0 |
| PY EXCISE TAX | $1,512 | $0 | $0 |
| FOREIGN TAXES | $3,238 | $3,238 | $0 |
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