BETA

BERNARD & IRENE SCHWARTZ FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BERNARD & IRENE SCHWARTZ FOUNDATION (EIN 13-3099518)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-10-15
IRS object ID
201942889349100414
Schema version
2017v2.3
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)
Return2019-10-15T12:33:28-05:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FULVIO & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 W 37th Street 4th FlAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133099518EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD & IRENE SCHWARTZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BERNARD SCHWARTZInCareOfNm
Business Name ControlBERNBusinessNameControlTxt
Phone2124903113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1944 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD KISSNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124903113PhoneNum
Signature2019-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGennaro J FulvioPreparerPersonNm
PTINP00531238PTIN
Phone2124903113PhoneNum
Preparation2019-06-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address141.149.39.99IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id20789120192885000000FederalOriginalSubmissionId
Federal Original Submission Id2019-10-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0BC6494FD57C1C74D69F55A1926FD7BF36D3AFD4AtSubmissionCreationDeviceId
At Submission Filing Device IdD1C4DEA7EABAFF4FA01B524FE1DE66D383C259DCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,400FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$82,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$93InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$93InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$324DividendsRevAndExpnssAmt
Dividends Net Invst Incm$324DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,017TotalRevAndExpnssAmt
Total Net Invst Incm$417TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$20,000CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$10,604InterestRevAndExpnssAmt
Interest Net Invst Incm$10,604InterestNetInvstIncmAmt
Other Expenses Rev And Expnss$225OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,829TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,710ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,710ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$178,539TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,779TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$95,522ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$186,769CashBOYAmt
Cash EOY$8,405CashEOYAmt
Cash EOYFMV$8,405CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,893SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,723SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,723SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$24,260AcctRcvblAmt
Acct Rcvbl BOY$24,260AcctRcvblBOYAmt
Acct Rcvbl EOY$24,260AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$24,260AcctRcvblEOYFMVAmt
Corporate Stock EOY$84,012CorporateStockEOYAmt
Corporate Stock EOYFMV$84,012CorporateStockEOYFMVAmt
Total Assets BOY$246,922TotalAssetsBOYAmt
Total Assets EOY$151,400TotalAssetsEOYAmt
Total Assets EOYFMV$151,400TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Tot Net Ast Or Fund Balances BOY$246,922TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,400TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$246,922TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,400TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$246,922TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$95,522ExcessRevenueOverExpensesAmt
Subtotal$151,400SubtotalAmt
Tot Net Ast Or Fund Balances EOY$151,400TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,265,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$685,256NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.305699DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,919,661AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,770,157NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.692979DistributionYr2Rt
Adjusted Qlfy Distri Yr3$200,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,527,322NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044231DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,901,580NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.005304DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,635AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,306,484NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.004327DistributionYr5Rt
Total Distribution4.05254TotalDistributionRt
Average Distribution0.810508AverageDistributionRt
Net Vl Noncharitable Assets$155,121NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$125,727AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$125,727AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$147,760QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,911EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,911TotalPaymentsAndCreditsAmt
Overpayment$3,911OverpaymentAmt
Applied To ES Tax$3,911AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BERNARD SCHWARTZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2124903113PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1944 FIFTH AVE NEW YORK NYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD KISSNER
50 MAIN ST 485WHITE PLAINSNY10606PRESIDENT5.0$0$0$0
BERNARD L SCHWARTZ
944 FIFTH AVENEW YORKNY10021DIRECTOR5.0$0$0$0
KAREN SCHWARTZ PADDOCK
1098 LULLWATER ROADATLANTAGA30307VICE PRES5.0$0$0$0
FRANCESCA SCHWARTZ
1000 PARK AVENEW YORKNY10028VICE PRES5.0$0$0$0
JUDITH LINKSMAN
650 WEST 42ND STREETNEW YORKNY10036SECT'Y/ TREAS0$0$0$0
LISA STEIN ORELLANA
38 GABRIEL DRIVEEAST NORWICHNY11732ASST. SECT'Y0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$42,006AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,477AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$157,483TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$157,483AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,362CashDeemedCharitableAmt
Net Vl Noncharitable Assets$155,121NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,756MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,756MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$7,756DistributableBeforeAdjAmt
Distributable Before Ded$7,756DistributableBeforeDedAmt
Distributable As Adjusted$7,756DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,760ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$147,760QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$147,760AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,756DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,635ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$200,250ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,781,331ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,230,987ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,257,203TotalExcessDistributionCyovAmt
Qualifying Distributions$147,760QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$147,760TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,756ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,756ExcessDistributionCyovAppCYAmt
Total Corpus$4,397,207TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,879ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,386,328ExcessDistriCyovToNextYrAmt
Excess From Year4$26,000ExcessFromYear4Amt
Excess From Year3$200,250ExcessFromYear3Amt
Excess From Year2$1,781,331ExcessFromYear2Amt
Excess From Year1$2,230,987ExcessFromYear1Amt
Excess From Current Year$147,760ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBERNARD SCHWARTZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TUFTS UNIVERSITY
BALLOU HALLMEDFORDMA02155NONEPCENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE$75,000
THE CANALES PROJECT
C/O BGCONEW YORKNY10170NONEPCENABLE ORGANIZATIONS TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSES$25,000420 LEXINGTON AVENUE STE 2520
PORTLEDGE SCHOOL
355 DUCK POND ROADLOCUST VALLEYNY11560NONEPCTO ENALALE ORGANIZATION TO FULFIL IT CHARITABLE AND EDUCATIONAL FUNCTION$27,710
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,710TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$324ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$417ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$417TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonB L SCHWARTZ CHAR LEAD TRUST DTD 3ContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1944 FIFTH AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$82,600TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGULATION SEC. 53.4942(a)- 3(d)(2) We hereby elect under Regulation Sec. 53.4942(a)-3(d)(2) to treat the qualifying distribution made during the year ended 11/30/2018 as of $147,760. as having been made out of corpus.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS SELECT TREASURY INVESTOR FStockNm
EOY Book Value$84,012EOYBookValueAmt
EOYFMV$84,012EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT. OF LAW$50$50
BANK CHARGES$175$175

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc
CVR REFINING LP ORDINARY INCOME
CVR REFINING LP RENTAL
CVR REFINING LP OTHER

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES 2016CategoryTxt

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