Ernie P Schwartz Foundation

990PF • Fiscal year 2023 • EIN 42-6277194

Oct 01, 2022 to Sep 30, 2023 • Filed on Oct 18, 2023

Organization Profile

2701 Edgewood Pkwy SWCedar Rapids, IA 52404

(877) 275-7034

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

-39%

Higher net margin than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

-1.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

-31%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$222,377

Down $3,260 (-1.4%) from 2022

Net Assets

Down

$222,377

Down $3,260 (-1.4%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin16th percentile

Revenue

Down

$8,255

Down $3,676 (-31%) from 2022

Expenses

Down

$11,515

Down $8,329 (-42%) from 2022

Net Income

-$3,260

Up $4,653 (+59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2023

Assets$222,377

Liabilities$0

Net Assets$222,377

Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2023

Revenue$8,255

Expenses$11,515

Net Income-$3,260

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2022 to Sep 30, 2023
Signed: Oct 18, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

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

Filing and Contact Details

Filer

Filer Name: Ernie P Schwartz Foundation
EIN: 42-6277194
Phone: 8772757034
Address: 2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404

Signing Officer

Name: Bankiowa
Title: Trust Officer
Phone: 8772757034
Signed: 2023-10-18
Discuss with paid preparer: Yes

Preparer

Firm: Bghn Associates Pc
Address: 1845 51ST ST NE, CEDAR RAPIDS, IA 52402
Preparer: Scott E Bohr
Phone: 3193668400

Raw XML Appendix239 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.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1020
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	214174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SEE ATTACHED LIST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	233729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	6691
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	1340
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	224
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	8255
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	8255
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1020
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	1340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	8300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	6691
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	6691
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-3260
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	38183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	224
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	224
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	1340
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	7158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	1098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	1097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	2195
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	10418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	11515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	8255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	8255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	2118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	1097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	3215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2014-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	36843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	1340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	1340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	38183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	BANK IOWA LT - SEE DETAIL ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	1340
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-3260
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	222377
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	225637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	222377
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	12245
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	12245
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	12245
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	12344
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	99
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	99
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	19
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	99
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	19
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	99
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	99
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	118
IRS990PF/FMVAssetsEOYAmt	0	241932
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	225637
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	222377
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	222791
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	214174
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	233729
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	2846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	8203
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	8203
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	225637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	222377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	241932
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	225637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	222377
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	225637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	222377
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	250638
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5700
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	244938
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3760
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	12344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	246878
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	250638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt	0	BANKIOWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUST OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	2701 EDGEWOOD PKWY SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CEDAR RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	52404
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	10418
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	10418
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	BANKIOWA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2701 EDGEWOOD PKWY SW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CEDAR RAPIDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	52404
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8772757034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	WWW.BANKIOWA.COM
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	MICKEY YOUNG AT THE DES MOINES REGISTER HANDLES ALL DETAILS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DES MOINES REGISTER SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5152848579
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 957
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	DES MOINES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	503040957
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	5% OF FMV OF TRUST, TO CARRIERS/DEPENDENTS OF REGISTER NEWSPAPER FOR THE PURPOSE OF EDUCATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	MICKEY YOUNG AT THE DES MOINES REGISTER HANDLES ALL DETAILS.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	4150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	4150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UI SERVICE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2700 UNIVERSITY CAPITOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2433 UNION DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	52242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	500112042
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10418
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3080
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1253
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10418
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1253
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3080
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2195
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1098
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1097
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ERNIE P SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ERNI
ReturnHeader/Filer/EIN	0	426277194
ReturnHeader/Filer/PhoneNum	0	8772757034
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/CityNm	0	CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	52404
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BGHN ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	52402
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3193668400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT E BOHR
ReturnHeader/ReturnTs	0	2023-10-19T10:10:57-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	WESLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HILLESHIEM
ReturnHeader/TaxPeriodBeginDt	0	2022-10-01
ReturnHeader/TaxPeriodEndDt	0	2023-09-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $222,377
Liabilities: $0
Net assets: $222,377
Revenue: $8,255
Expenses: $11,515
Net income: -$3,260

	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
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