ERIC SCHWARTZ FAM FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ERIC SCHWARTZ FAM FOUNDATION (EIN 43-6900504)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349102228
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:01:07-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436900504 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC SCHWARTZ FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ERIC | NameControl |
| Phone | 5154725100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1613 PLEASANT PLAIN ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | IA | State |
| ZIP Code | 52556 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC SCHWARTZ | Name |
| Title | PRESIDENT | Title |
| Phone | 5154725100 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY HEGARTY | Name |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 83601 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 505000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 6 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 505006 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 491350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 491350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 491355 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 491350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13651 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 69950 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 83601 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 83601 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 69950 | TotalAssetsBOY |
| Total Assets EOY | 83601 | TotalAssetsEOY |
| Total Assets EOYFMV | 83601 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 69950 | UnrestrictedBOY |
| Unrestricted EOY | 83601 | UnrestrictedEOY |
| Total Net Assets BOY | 69950 | TotalNetAssetsBOY |
| Total Net Assets EOY | 83601 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 69950 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 83601 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 69950 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13651 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 83601 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 83601 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 380595 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 106998 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.557029 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 186750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 107155 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.742802 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 273980 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 95069 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.881907 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 33182 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.253692 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45999 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12789 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.596763 | DistributionRatioYear5 |
| Total Distribution Ratio | 13.032193 | TotalDistributionRatio |
| Average Distribution Ratio | 2.606439 | AverageDistributionRatio |
| Net Noncharitable Assets | 70839 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 184638 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 184638 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 491350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JERRY OLIVER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5154725100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 PLEASANT PLAIN RD | AddressLine1 |
| City | FAIRFIELD | City |
| State | IA | State |
| ZIP Code | 52556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ERIC SCHWARTZ | ||||||||
| 1613 PLEASANT PLAIN ROAD | FAIRFIELD | IA | 52556 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MARY SUE SCHWARTZ | ||||||||
| 1613 PLEASANT PLAIN ROAD | FAIRFIELD | IA | 52556 | SECY/TREAS | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 71918 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 71918 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 71918 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1079 | CashDeemedCharitable |
| Net Noncharitable Assets | 70839 | NetNoncharitableAssets |
| Minimum Investment Return | 3542 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3542 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 3542 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3542 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3542 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 491350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 491350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 491350 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3542 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 45372 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 39971 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 269267 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 181396 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 375245 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 911251 | TotalExcessDistriCarryover |
| Qualifying Distributions | 491350 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3542 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 487808 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1399059 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 45372 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1353687 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 39971 | ExcessFromYear4 |
| Excess From Year3 | 269267 | ExcessFromYear3 |
| Excess From Year2 | 181396 | ExcessFromYear2 |
| Excess From Year1 | 375245 | ExcessFromYear1 |
| Excess From Current Year | 487808 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC SCHWARTZ | ContributingManager |
| Contributing Manager | MARY SUE SCHWARTZ | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ERIC SCHWARTZ | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1613 PLEASANT PLAIN ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | IA | State |
| ZIP Code | 52556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5154725100 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN AND SHOULD INCLUDE ALL RELEVANT INFORMATION | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| FAIRFIELD ARTS & CONVENTION CENTER | ||||||||
| 200 NORTH MAIN STREET | FAIRFIELD | IA | 52556 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $20,000 | |
| MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT | ||||||||
| 804 DR ROBERT KEITH WALLACE DRIVE | FAIRFIELD | IA | 52556 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 | |
| MAHARISHI UNIVERSITY OF MANAGEMENT | ||||||||
| DEVELOPMENT OFFICE MAHARISHI | FAIRFIELD | IA | 52557 | NONE | PUBLIC | SUSTAINABLE LIVING CENTER BUILDING & VISITING FACULTY | $411,000 | UNIVERSITY OF MANAGEMENT |
| MAHARISHI UNIVERSITY OF MANAGEMENT | ||||||||
| DEVELOPMENT OFFICE MAHARISHI | FAIRFIELD | IA | 52557 | NONE | PUBLIC | ANNUAL FUND | $5,000 | UNIVERSITY OF MANAGEMENT |
| JEFFERSON COUNTY RESOURCE CENTER | ||||||||
| 600 SOUTH 2ND STREET | FAIRFIELD | IA | 52556 | NONE | PUBLIC | CHILDREN'S HOLIDAY BENEFIT | $3,000 | |
| SACRED SUN MINISTRIES | ||||||||
| 2581 GLASGOW ROAD | FAIRFIELD | IA | 52556 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $50,000 | |
| AMHERST COLLEGE | ||||||||
| 100 BOLTWOOD AVENUE | AMHERST | MA | 01002 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $100 | |
| A LUDWIG DANCE THEATRE | ||||||||
| 142 EAST BONITA WAY | TEMPE | AZ | 85281 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 491350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ERIC AND MARY SUE SCHWARTZ | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1613 PLEASANT PLAIN ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | IA | State |
| ZIP Code | 52556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 505000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHECKBOOK ORDER | Description |
| Revenue And Expenses Per Books | 5 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments