ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-16
IRS object ID
201541679349100404
Schema version
2014v5.0
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)
Return2015-06-16T13:27:45-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY 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 Begin2014-01-01TaxPeriodBeginDt

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 Line11613 PLEASANT PLAIN ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52556ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC SCHWARTZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6414725100PhoneNum
Signature2015-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLEY UMSTEADPreparerPersonNm
PTINP00982177PTIN
Phone3192985333PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,605,429FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,302,687ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$45InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,302,732TotalRevAndExpnssAmt
Total Net Invst Incm$45TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,798,855ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,798,855ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,798,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,798,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,503,877ExcessRevenueOverExpensesAmt
Net Investment Income$45NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$101,552SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$352,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$352,742SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$8,081,827CorporateStockEOYAmt
Corporate Stock EOYFMV$9,252,687CorporateStockEOYFMVAmt
Total Assets BOY$101,552TotalAssetsBOYAmt
Total Assets EOY$8,434,569TotalAssetsEOYAmt
Total Assets EOYFMV$9,605,429TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$101,552UnrestrictedBOYAmt
Unrestricted EOY$8,434,569UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$101,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,434,569TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,434,569TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,503,877ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,605,429SubtotalAmt
Other Decreases$1,170,860OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,434,569TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$255,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$100,567NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.541589DistributionYr1Rt
Adjusted Qlfy Distri Yr2$126,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$20,124NetVlNoncharitableAssetsYr2Amt
Distribution Yr26.281057DistributionYr2Rt
Adjusted Qlfy Distri Yr3$491,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$70,839NetVlNoncharitableAssetsYr3Amt
Distribution Yr36.936151DistributionYr3Rt
Adjusted Qlfy Distri Yr4$380,595AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$106,998NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.557029DistributionYr4Rt
Adjusted Qlfy Distri Yr5$186,750AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$107,155NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.742802DistributionYr5Rt
Total Distribution21.058628TotalDistributionRt
Average Distribution4.211726AverageDistributionRt
Net Vl Noncharitable Assets$449,492NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,893,137AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,893,137AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,798,855QualifyingDistributionsAmt

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
Applied To Es Tax$1AppliedToEsTaxAmt
Total Payments And Credits$1TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
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 Line11613 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$430,987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,350FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$456,337TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$456,337AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$449,492NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$22,474DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,474DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,474DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,798,855ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,798,855QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,798,855AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,474DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$181,396ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$375,245ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$487,808ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$125,394ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$250,572ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,420,415TotalExcessDistributionCyovAmt
Qualifying Distributions$1,798,855QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,474AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,776,381RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,196,796TotalCorpusAmt
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$181,396ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,015,400ExcessDistriCyovToNextYrAmt
Excess From Year4$375,245ExcessFromYear4Amt
Excess From Year3$487,808ExcessFromYear3Amt
Excess From Year2$125,394ExcessFromYear2Amt
Excess From Year1$250,572ExcessFromYear1Amt
Excess From Current Year$1,776,381ExcessFromCurrentYearAmt

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 Line11613 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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASU FOUNDATION
PO BOX 2260TEMPEAZ85280NONEPCSCHWARTZ & LESSARD AWARD IN DANCE$100,000
CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION
5502 SOUTH MARINE DRIVETEMPEAZ85283NONEPCQUIET TIME MEDITATION PROGRAM$700,000
FAIRFIELD ARTS & CONVENTION CENTER
200 NORTH MAIN STREETFAIRFIELDIA52556NONEPC2014 ANNUAL FUND$20,100
GREATER JEFFERSON COUNTY FOUNDATION
PO BOX 1325FAIRFIELDIA52556NONEPC$29,000 POOL & GYM FUND; $5,000 CARRY ON BAGS PROGRAM$34,000
JEFFERSON COUNTY FARMERS & NEIGHBORS INC
PO BOX 811FAIRFIELDIA52556NONEPCGENERAL FUND$6,000
MAHARISHI PURUSHA PROGRAM
3087 SOLUTION CENTERCHICAGOIL606773000NONEPCGENERAL OPERATING BUDGET$5,400
MAHARISHI UNIVERSITY OF MANAGEMENT
1000 NORTH FOURTH STFAIRFIELDIA52557NONEPCCOMPUTER PROFESSIONALS PROGRAM$779,755
MAHARISHI UNIVERSITY OF MANAGEMENT
MAHARISHI SCHOOL OF THE AGE OFFAIRFIELDIA52556NONEPC$2,500 FOR CHINA TRIP; $21,600 FOR SCHOLARSHIPS$24,100ENLIGHTENMENT 804 ROBERT KEITH WALL
SACRED SUN MINISTRIES
2581 GLASGOW ROADFAIRFIELDIA52556NONEPCTHRESHHOLDING: CUSTOMIZED PALLIATIVE CARE$80,000
SEEDS OF HEAVEN
504 N 4TH ST SUITE 302FAIRFIELDIA52556NONEPCDHAMMAJARINEE WHITTAYA SCHOOL IN THAILAND$48,500
SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION
226 WEST MAIN STREETOTTUMWAIA525010658NONEPCJEFFERSON COUNTY CHRISTMAS PROJECT & CHILDREN'S EMERGENCY FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,798,855TotalGrantOrContriPdDurYrAmt
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$45ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ERIC SCHWARTZ
11613 PLEASANT PLAIN ROADFAIRFIELDIA52556$9,252,687Yes (X)
ERIC SCHWARTZ
21613 PLEASANT PLAIN ROADFAIRFIELDIA52556$2,050,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,335,164 SHARES OF CAMBRIDGE INVESTMENT GROUP INC.NoncashPropertyDesc
Fair Market Value$9,252,687FairMarketValueAmt
Received2014-12-31ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCIG SHARES - 1,335,614 SHARESStockNm
EOY Book Value$8,081,827EOYBookValueAmt
EOYFMV$9,252,687EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS FMV OVER BASIS OF CONTRIBUTED STOCKDesc
Amt$1,170,860Amt

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