BERNARD & IRENE SCHWARTZ FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: BERNARD & IRENE SCHWARTZ FOUNDATION (EIN 13-3099518)
Tax period: 2015-12-01 to 2016-11-30
Filed: 2017-10-19
IRS object ID: 201702929349100700
Schema version: 2015v3.0
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
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Bonds Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-10-19T11:08:44-05:00	ReturnTs
Tax Period End	2016-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FULVIO & ASSOCIATES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5 W 37th Street 4th Fl	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133099518	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BERNARD & IRENE SCHWARTZ FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% BERNARD SCHWARTZ	InCareOfNm
Business Name Control	BERN	BusinessNameControlTxt
Phone	2124903113	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	944 FIFTH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10021	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD KISSNER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2124903113	PhoneNum
Signature	2017-04-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Gennaro J Fulvio	PreparerPersonNm
PTIN	P00531238	PTIN
Phone	2124903113	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,364,076	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$165,200	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4,515	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,515	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$24,468	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$24,468	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$43,454	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,865,993	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$150,729	TotalRevAndExpnssAmt
Total Net Invst Incm	$28,983	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$40,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$20,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$20,000	CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss	$1,559	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$367	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$117	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$250	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$41,926	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$20,117	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$20,250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,899,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,899,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,941,426	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$20,117	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,919,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,790,697	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,866	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$965,852	CashBOYAmt
Cash EOY	$1,189,626	CashEOYAmt
Cash EOYFMV	$1,189,626	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,343,293	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$236,814	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$236,814	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$24,260	AcctRcvblAmt
Acct Rcvbl BOY	$24,260	AcctRcvblBOYAmt
Acct Rcvbl EOY	$24,260	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$24,260	AcctRcvblEOYFMVAmt
Corporate Bonds BOY	$1,822,447	CorporateBondsBOYAmt
Corporate Bonds EOY	$914,455	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$913,376	CorporateBondsEOYFMVAmt
Total Assets BOY	$4,155,852	TotalAssetsBOYAmt
Total Assets EOY	$2,365,155	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,364,076	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Tot Net Ast Or Fund Balances BOY	$4,155,852	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,365,155	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,155,852	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,365,155	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,155,852	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,790,697	ExcessRevenueOverExpensesAmt
Subtotal	$2,365,155	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,365,155	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$4,865,993	GrossSalesPriceAmt
Cost Or Other Basis	$4,866,818	CostOrOtherBasisAmt
Gain Or Loss	-$43,454	GainOrLossAmt
Gains Minus Excess Or Losses	-$825	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$43,454	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$200,250	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,527,322	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.044231	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$26,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$4,901,580	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.005304	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$18,635	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,306,484	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.004327	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,438,650	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,707,268	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.305623	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$164,375	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,850,701	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.028095	DistributionYr5Rt
Total Distribution	0.38758	TotalDistributionRt
Average Distribution	0.077516	AverageDistributionRt
Net Vl Noncharitable Assets	$2,770,157	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$214,731	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$89	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$214,820	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,919,750	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$89	InvestmentIncomeExciseTaxAmt
Subtotal	$89	SubtotalAmt
Tax Based On Investment Income	$89	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,000	TotalPaymentsAndCreditsAmt
Overpayment	$3,911	OverpaymentAmt
Applied To ES Tax	$3,911	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BERNARD SCHWARTZ	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2124903113	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	944 FIFTH AVE NEW YORK NY	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10021	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD KISSNER
50 MAIN ST 485	WHITE PLAINS	NY	10606	PRESIDENT	5.0	$0	$0	$0
BERNARD L SCHWARTZ
944 FIFTH AVE	NEW YORK	NY	10021	DIRECTOR	5.0	$0	$0	$0
KAREN SCHWARTZ PADDOCK
1098 LULLWATER ROAD	ATLANTA	GA	30307	VICE PRES	5.0	$0	$0	$0
FRANCESCA SCHWARTZ
1000 PARK AVE	NEW YORK	NY	10028	VICE PRES	5.0	$0	$0	$0
JUDITH LINKSMAN
650 WEST 42ND STREET	NEW YORK	NY	10036	SECT'Y/ TREAS	30.0	$40,000	$0	$0
LISA STEIN ORELLANA
38 GABRIEL DRIVE	EAST NORWICH	NY	11732	ASST. SECT'Y	5.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$849,837	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,962,505	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,812,342	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,812,342	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$42,185	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,770,157	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$138,508	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$138,508	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$89	TaxBasedOnInvestmentIncomeAmt
Total Tax	$89	TotalTaxAmt
Distributable Before Adj	$138,419	DistributableBeforeAdjAmt
Distributable Before Ded	$138,419	DistributableBeforeDedAmt
Distributable As Adjusted	$138,419	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,919,750	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,919,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$89	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,919,661	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$138,419	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2013	PriorYear1Yr
Prior Year2	2012	PriorYear2Yr
Prior Year3	2011	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$164,375	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,438,650	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$18,635	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$26,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$200,250	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,847,910	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,919,750	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$138,419	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,781,331	RemainingDistriFromCorpusAmt
Total Corpus	$3,629,241	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$164,375	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,464,866	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,438,650	ExcessFromYear4Amt
Excess From Year3	$18,635	ExcessFromYear3Amt
Excess From Year2	$26,000	ExcessFromYear2Amt
Excess From Year1	$200,250	ExcessFromYear1Amt
Excess From Current Year	$1,781,331	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
FORDHAM UNIVERSITY
441 EAST FORDHAM ROAD	BRONX	NY	10458	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$150,000
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREET	NEW YORK	NY	10065	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$800,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WEST	NEW YORK	NY	10024	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$629,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET	NEW YORK	NY	10038	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$15,000
WILLIAMS COLLEGE
PO BOX 67	WILLIAMSTOWN	MA	01267	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$10,000
THE BONE MARROW FOUNDATION
515 MADISON AVENUE	NEW YORK	NY	10022	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$3,000	SUITE 1130
DEMOCRACY JOURNAL
818 18TH ST NW STE 750	WASHINGTON	DC	20006		PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$50,000
THE FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE	NEW YORK	NY	10022	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$100,000	5TH FLOOR
TUFTS UNIVERSITY
BALLOU HALL	MEDFORD	MA	02155	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$87,500
DRAKE UNIVERSITY
2507 UNIVERSITY AVENUE	DES MOINES	IA	503114505	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$20,000
BARD COLLEGE
PO BOX 5000	ANNANDALE	NY	12504	NONE	PC	ENABLE ORGANIATION TO FULFILL ITS CHARITABLE AND EDUCATIONAL PURPOSE	$35,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,899,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,515	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24,468	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$43,454	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	-$14,471	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$14,471	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	B L SCHWARTZ CHAR LEAD TRUST DTD 3	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	944 FIFTH AVE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10021	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$165,200	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
$980M CITIGROUP 5.8% 11/15/19
$750M GE, 6.25% 12/15/22
FEDERATED ULTRA SHORT BOND	$914,455	$913,376

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
NYS DEPT. OF LAW	$250	$250
BANK CHARGES	$117		$117

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

Field	Value	IRS element (for citing)
Category	ESTIMATED TAX 2016	CategoryTxt
Amt	$1,559	Amt

BERNARD & IRENE SCHWARTZ FOUNDATION: Form 990PF, tax year 2015

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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