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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 13G

Under the Securities Exchange Act of 1934
(Amendment No. 2)*

Advanced Energy Industries, Inc.
(Name of Issuer)
Common Stock, $0.001 par value
(Title of Class of Securities)
007973 10 0
(CUSIP Number)
December 31, 2005
(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

     o Rule 13d-1(b)

     o Rule 13d-1(c)

     þ Rule 13d-1(d)

* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number.

 
 

 

                     
CUSIP No.
  
007973 10 0 
   Page  
2 
   of   
7 

 

           
1   NAMES OF REPORTING PERSONS:
Douglas S. Schatz & Jill E. Schatz Family Trust
   
  I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY): 
   
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):
  (a)   o
  (b)   o
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  Wyoming
       
  5   SOLE VOTING POWER:
     
NUMBER OF   9,445,889
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   230,000
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   9,445,889
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    230,000
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  9,675,889
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  22.0%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  OO

 

                     
CUSIP No.
  
007973 10 0 
   Page  
3 
   of   
7 

 

           
1   NAMES OF REPORTING PERSONS:
Douglas S. Schatz
   
  I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY): 
   
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):
  (a)   o
  (b)   o
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  United States
       
  5   SOLE VOTING POWER:
     
NUMBER OF   9,445,889
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   230,000
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   9,445,889
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    230,000
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  9,675,889
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  22.%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN

 

                     
CUSIP No.
  
007973 10 0 
   Page  
4 
   of   
7 

 

           
1   NAMES OF REPORTING PERSONS:
Jill E. Schatz
   
  I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY): 
   
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):
  (a)   o
  (b)   o
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  United States
       
  5   SOLE VOTING POWER:
     
NUMBER OF   9,443,254
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   230,000
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   9,443,254
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    230,000
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  9,673,254
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  22.0%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN

 

     
Item 1(a).
  Name of Issuer
 
    
 
  Advanced Energy Industries, Inc.
 
    
Item 1(b).
  Address of Issuer’s Principal Executive Offices
 
    
 
  1625 Sharp Point Drive
 
  Fort Collins, CO 80525
 
    
Item 2(a).
  Names of Person Filing
 
    
 
  Douglas S. Schatz & Jill E. Schatz Family Trust
 
  Douglas S. Schatz
 
  Jill E. Schatz
 
    
Item 2(b).
  Address of Principal Business Office or, if None, Residence
 
    
 
  PO Box 481
 
  Fort Collins, CO 80522
 
    
Item 2(c).
  Citizenship
 
    
 
  Douglas S. Schatz & Jill E. Schatz Family Trust — Wyoming
 
  Douglas S. Schatz — United States
 
  Jill E. Schatz — United States
 
    
Item 2(d).
  Title of Class of Securities
 
    
 
  Common Stock, $0.001 par value
 
    
Item 2(e).
  CUSIP Number
 
    
 
  007973 10 0
 
    
Item 3.
  If this statement is filed pursuant to Rule 13d-1(b) or 13d-2(b) or (c), check whether the person filing is a:
 
    
 
  Not applicable

 

 

     
Item 4.
  Ownership
  (a)   Amount Beneficially Owned:
 
      Douglas S. Schatz & Jill E. Schatz Family Trust — 9,675,889 shares
 
      Douglas S. Schatz — 9,675,889 shares
 
      Jill E. Schatz — 9,673,254 shares
 
  (b)   Percent of Class:
 
      Douglas S. Schatz & Jill E. Schatz Family Trust — 22.0 %
 
      Douglas S. Schatz — 22.0 %
 
      Jill E. Schatz — 22.0 %
 
  (c)   Number of shares as to which such person has:
 
      Douglas S. Schatz & Jill E. Schatz Family Trust and Douglas S. Schatz:
             
(i)
  sole power to vote or to direct the vote:     9,445,889  
 
            
(ii)
  shared power to vote or to direct the vote:     230,000**  
 
            
(iii)
  sole power to dispose or to direct the disposition of:     9,445,889  
 
            
(iv)
  shared power to dispose or to direct the disposition of:     230,000**  
 
            
Jill E. Schatz:        
 
            
(i)
  sole power to vote or to direct the vote:     9,443,254  
 
            
(ii)
  shared power to vote or to direct the vote:     230,000**  
 
            
(iii)
  sole power to dispose or to direct the disposition of:     9,443,254  
 
            
(iv)
  shared power to dispose or to direct the disposition of:     230,000**  

 

 

** Mr. and Mrs. Schatz are trustees of a charitable foundation that is the record holder of 230,000 shares of common stock of the issuer. The two other trustees of the charitable foundation are members of Mr. and Mrs. Schatz’s immediate family. Accordingly, Mr. Schatz and Mrs. may be deemed to share with the other trustees voting and dispositive power with respect to the charitable foundation’s 230,000 shares. Mr. and Mrs. Schatz disclaim beneficial ownership of the shares held by the charitable foundation.
     
Item 5.
  Ownership of Five Percent or Less of a Class
 
    
 
  Not applicable
 
    
Item 6.
  Ownership of More than Five Percent on Behalf of Another Person
 
    
 
  Not applicable
 
    
Item 7.
  Identification and Classification of the Subsidiary Which Acquired the Security Being Reported By the Parent Holding Company
 
    
 
  Not applicable
 
    
Item 8.
  Identification and Classification of Members of the Group
 
    
 
  Not applicable
 
    
Item 9.
  Notice of Dissolution of Group
 
    
 
  Not applicable
 
    
Item 10.
  Certification
 
    
 
  Not applicable

 

 

SIGNATURE
          After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
         
Date:
  February 8, 2006   DOUGLAS S. SCHATZ &
JILL E. SCHATZ FAMILY TRUST
 
        
 
      By: /s/ Douglas S. Schatz, Trustee
 
        
 
      By: /s/ Jill E. Schatz, Trustee
 
        
 
      By: /s/ Douglas S. Schatz
 
        
 
      By: /s/ Jill E. Schatz