Ernie P Schwartz Foundation

990PF • Fiscal year 2013 • EIN 42-6277194

Oct 01, 2012 to Sep 30, 2013 • Filed on Nov 27, 2013

Organization Profile

2701 Edgewood Pkwy SW52404

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$249,208

Flat from 2013

Net Assets

$249,208

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$12,353

Flat from 2013

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$249,208

Liabilities$0

Net Assets$249,208

Open 2013 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue-

Expenses$12,353

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2012 to Sep 30, 2013
Signed: Nov 27, 2013
Return Version: 2012v2.3

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$0	-	-
-	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	LAKE LAND COLLEGE	SCHOLARSHIP	501(C)(3)	MATTOON, IL, US	$2,200
Paid Grant	UNIVERSITY OF IOWA	SCHOLARSHIP	501(C)(3)	IOWA CITY, IA, US	$2,200
Paid Grant	DES MOINES AREA COMMUNITY COLLEGE	SCHOLARSHIP	501(C)(3)	DES MOINES, IA, US	$1,450
Paid Grant	IOWA STATE UNIVERSITY	SCHOLARSHIP	501(C)(3)	AMES, IA, US	$500

Filing and Contact Details

Filer

EIN: 42-6277194

Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2013-01-22
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2013-09-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	8	2013-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	ARTISAN MID CAP FD - 164.217 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	GATEWAY FD - 216.323 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	PIMCO TOTAL RET FD - 1440.071 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	PIMCO TOTAL RET FD - 1733.06 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	WELLS FARGO - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	WELLS FARGO - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	BANKIOWA - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	8	BANKIOWA - SEE ATTACHED DETAIL
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	MICKEY YOUNG AT THE DES MOINES REGISTER HANDLES ALL DETAILS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	DES MOINES REGISTER SCHOLARSHIP
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	5152848579
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	PO BOX 957
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	DES MOINES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	503040957
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	5% OF FMV OF TRUST, TO CARRIERS/DEPENDENTS OF REGISTER NEWSPAPER FOR THE PURPOSE OF EDUCATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	MICKEY YOUNG AT THE DES MOINES REGISTER HANDLES ALL DETAILS.
IRS990PF/SupplementaryInformation/ContributingManager	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	2200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	1450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	LAKE LAND COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	DES MOINES AREA COMMUNITY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	5001 LAKE LAND BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	208 CALVIN HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	1100 7TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	0210 BEARDSHEAR HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	MATTOON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	IOWA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	AMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	61938
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	52242
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	50314
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	50011
IRS990PF/SupplementaryInformation/ShareholderManager	0	NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	6350
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	7452
IRS990PF/UndistributedIncome/AppliedToYear1	0	3371
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	11396
IRS990PF/UndistributedIncome/QualifyingDistributions	0	10823
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	3944
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	3371
LegalFeesSchedule/LegalFees/Amount	0	2031
LegalFeesSchedule/LegalFees/Amount	1	438
LegalFeesSchedule/LegalFees/Category	0	LEGAL FEES
LegalFeesSchedule/LegalFees/Category	1	LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	2031
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	1	438
OtherDecreasesSchedule/OtherDecreases/Amount	0	231
OtherDecreasesSchedule/OtherDecreases/Description	0	MUTUAL FUND SUBTRACTION
OtherIncomeSchedule2/OtherIncome/Description	0	2011 FEDERAL REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	85
OtherIncreasesSchedule/OtherIncreases/Amount	0	2
OtherIncreasesSchedule/OtherIncreases/Description	0	ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	1038
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	1	1422
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	TRUSTEE FEES - WELLS FARGO
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	1	TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	260
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	1	711
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	778
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	1	711
TaxesSchedule/Taxes/Amount	0	41
TaxesSchedule/Taxes/Category	0	FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/NetInvestmentIncome	0	41
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	426277194
ReturnHeader/Filer/Name/BusinessNameLine1	0	ERNIE P SCHWARTZ FOUNDATION
ReturnHeader/Filer/NameControl	0	ERNI
ReturnHeader/Filer/Phone	0	8772757034
ReturnHeader/Filer/USAddress/AddressLine1	0	2701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/City	0	CEDAR RAPIDS
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	52404
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-27
ReturnHeader/Officer/Name	0	WES HILLESHIEM
ReturnHeader/Officer/Phone	0	8772757034
ReturnHeader/Officer/Title	0	TRUST OFFICER
ReturnHeader/Preparer/DatePrepared	0	2013-12-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1845 51ST ST NE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	CEDAR RAPIDS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	524022458
ReturnHeader/Preparer/Name	0	SCOTT E BOHR
ReturnHeader/Preparer/Phone	0	3193668400
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-10-01
ReturnHeader/TaxPeriodEndDate	0	2013-09-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-12-02T17:37:55-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $249,208
Liabilities: $0
Net assets: $249,208
Revenue: -
Expenses: $12,353
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.20	$0.18	$0.02
2024Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.15	$0.12	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$2.22	$0.00	$2.22	$0.08	$0.12	$0.03
2022Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.12	$0.20	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$2.34	$0.00	$2.34	$0.20	$0.12	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.13	$0.16	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.08	$0.10	$0.03
2018Detailed filing. Detailed filing data is available for this year.	$2.32	$0.00	$2.32	$0.21	$0.12	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$2.23	$0.00	$2.23	$0.09	$0.15	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.07	$0.14	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$2.36	$0.00	$2.36	$0.03	$0.16	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48	$0.17	$0.18	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$2.49	$0.00	$2.49		$0.12
2013Summary only. Only limited summary data is available for this year.	$2.49	$0.00		$0.49	$0.12	$0.37
2012Summary only. Only limited summary data is available for this year.	$2.12	$0.00		$0.14	$0.23	$0.09
2011Summary only. Only limited summary data is available for this year.	$2.21	$0.00		$0.18	$0.15	$0.03