BETA

BERNARD & IRENE SCHWARTZ FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BERNARD & IRENE SCHWARTZ FOUNDATION (EIN 13-3099518)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-03-09
IRS object ID
201820689349100802
Schema version
2016v3.1
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)
Return2018-03-09T10:36:09-06:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

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 Begin2016-12-01TaxPeriodBeginDt

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
Signature2018-02-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGennaro J FulvioPreparerPersonNm
PTINP00531238PTIN
Phone2124903113PhoneNum
Preparation2018-02-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.74.158.178IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id20789120180685000000FederalOriginalSubmissionId
Federal Original Submission Id2018-03-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdED8F4957A346359B6FBD570F5E47B29FB86AC45CAtSubmissionCreationDeviceId
At Submission Filing Device Id122551B7EDC75389B4A400CDFE6114A732120C75AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$246,922FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$167,400ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,559DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,559DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,171NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$915,287GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$168,803TotalRevAndExpnssAmt
Total Net Invst Incm$2,574TotalNetInvstIncmAmt
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
Taxes Rev And Expnss$1,559TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$477OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$227OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,036TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,227TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,245,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,245,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,287,036TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,227TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,265,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,118,233ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,189,626CashBOYAmt
Cash EOY$186,769CashEOYAmt
Cash EOYFMV$186,769CashEOYFMVAmt
Sav And Temp Cash Invst BOY$236,814SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,893SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,893SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$24,260AcctRcvblAmt
Acct Rcvbl BOY$24,260AcctRcvblBOYAmt
Acct Rcvbl EOY$24,260AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$24,260AcctRcvblEOYFMVAmt
Corporate Bonds BOY$914,455CorporateBondsBOYAmt
Total Assets BOY$2,365,155TotalAssetsBOYAmt
Total Assets EOY$246,922TotalAssetsEOYAmt
Total Assets EOYFMV$246,922TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Tot Net Ast Or Fund Balances BOY$2,365,155TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$246,922TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,365,155TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$246,922TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,365,155TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,118,233ExcessRevenueOverExpensesAmt
Subtotal$246,922SubtotalAmt
Tot Net Ast Or Fund Balances EOY$246,922TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$915,290GrossSalesPriceAmt
Cost Or Other Basis$916,461CostOrOtherBasisAmt
Gain Or Loss-$1,171GainOrLossAmt
Gains Minus Excess Or Losses-$1,171GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,171CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,919,661AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,770,157NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.692979DistributionYr1Rt
Adjusted Qlfy Distri Yr2$200,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,527,322NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044231DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,901,580NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.005304DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,635AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,306,484NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.004327DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,438,650AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,707,268NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.305623DistributionYr5Rt
Total Distribution1.052464TotalDistributionRt
Average Distribution0.210493AverageDistributionRt
Net Vl Noncharitable Assets$685,256NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$144,242AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$144,242AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,265,250QualifyingDistributionsAmt

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$70,260AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$625,431AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$695,691TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$695,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,435CashDeemedCharitableAmt
Net Vl Noncharitable Assets$685,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,263MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,263MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$34,263DistributableBeforeAdjAmt
Distributable Before Ded$34,263DistributableBeforeDedAmt
Distributable As Adjusted$34,263DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,265,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,265,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,265,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,263DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,438,650ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,635ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$200,250ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,781,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,464,866TotalExcessDistributionCyovAmt
Qualifying Distributions$2,265,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$34,263AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,230,987RemainingDistriFromCorpusAmt
Total Corpus$5,695,853TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,438,650ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,257,203ExcessDistriCyovToNextYrAmt
Excess From Year4$18,635ExcessFromYear4Amt
Excess From Year3$26,000ExcessFromYear3Amt
Excess From Year2$200,250ExcessFromYear2Amt
Excess From Year1$1,781,331ExcessFromYear1Amt
Excess From Current Year$2,230,987ExcessFromCurrentYearAmt
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 (6 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
DRAKE UNIVERSITY
2507 UNIVERSITY AVENUEDES MOINESIA503114505NONEPCENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE$20,000
THIRD WAY INSTITUTE
1025 CONNECTICUT AVENUEWASHINGTONDC20036NONEPCENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE$1,000,000NW STE 501
THE NEW SCHOOL UNIVERSITY
63 5TH AVENUENEW YORKNY10003NONEPCENABLE ORGANIZATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE$1,000,000
THE CENTURY FOUNDATION
1 WHITEHALL STNEW YORKNY10004NONEPCENABLE ORGANIZATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PUPOSES$125,000
TEMPLE EMANUEL
1E 65TH STREETNEW YORKNY10065NONEPCENABLE ORGANIZATIONS TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,245,000TotalGrantOrContriPdDurYrAmt

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$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,559ExclusionAmt
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
Exclusion-$1,171ExclusionAmt
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$1,403ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,403TotalIncomeProducingActyAmt

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$167,400TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm
$980M CITIGROUP 5.8% 11/15/19
$750M GE, 6.25% 12/15/22
FEDERATED ULTRA SHORT BOND

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT. OF LAW$250$250
BANK CHARGES$227$227

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
Amt$1,559Amt

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