SCHLEIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHLEIN FOUNDATION INC (EIN 81-0554696)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-21
- IRS object ID
- 202103559349101100
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-21T13:39:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133367751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIELMAN KOENIGSBERG & PARKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 BROADWAY 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810554696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHLEIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHL | BusinessNameControlTxt |
| Phone | 4189051786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 E JOSHUA TREE LN | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SCHLEIN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4189051786 | PhoneNum |
| Signature | 2021-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | SCHLEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY S PARKER | PreparerPersonNm |
| PTIN | P00300387 | PTIN |
| Phone | 2124532500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,314,417 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $184,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,740 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,022 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,022 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,022 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,190 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,577 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,577 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $195,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $159 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $159 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $319 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,311 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,099 | CashBOYAmt |
| Cash EOY | $110,933 | CashEOYAmt |
| Cash EOYFMV | $110,933 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,006,529 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,021,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,811,437 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $328,226 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $394,078 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $392,047 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,482,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,526,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,314,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,482,854 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,526,350 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,482,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,526,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,482,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,526,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,482,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,526,350 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,526,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAINS FROM MLP'S | P | 2019-12-31 | 2020-12-31 | $264 | $264 | $264 | |
| SHORT TERM CAPITAL GAINS FROM MLP'S | P | 2020-01-01 | 2020-12-31 | -$225 | -$225 | $225 | |
| MLP SEC. 1231 GAINS | P | 2019-12-31 | 2020-12-31 | $201 | $201 | $201 | |
| MLP SECTION 1250 GAINS | P | 2019-12-31 | 2020-12-31 | $64 | $64 | $64 | |
| PETROBAS GLOBAL FINANCIAL | P | 2013-07-17 | 2020-09-21 | $26,713 | $3,155 | $3,155 | $23,558 |
| TRANSOCEAN SEDCO FOREX | P | 2014-12-03 | 2020-11-15 | $35,000 | $639 | $639 | $34,361 |
| ALLSTATE CORP | P | 2013-06-05 | 2020-01-15 | $25,000 | $0 | $0 | $25,000 |
| VIATRIS INC. | P | 2008-09-04 | 2020-11-17 | $1 | $0 | $0 | $1 |
| AMERICAN FINANCIAL GROUP | P | 2015-12-14 | 2020-11-15 | $50,000 | $76 | $76 | $49,924 |
| ONE LIBERTY PROPERTIES | P | 2020-08-01 | $16 | $16 | $16 | ||
| WELLS FARGO | P | 2014-07-14 | 2020-12-15 | $8,325 | $0 | $0 | $8,325 |
| WELLS FARGO | P | 2014-07-14 | 2020-03-16 | $41,675 | $0 | $0 | $41,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,827 | OverpaymentAmt |
| Applied To ES Tax | $2,827 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY G SCHLEIN | IndividualWithBooksNm |
| Phone | 4189051786 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 E JOSHUA TREE LN | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA S SCHLEIN | ||||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY G SCHLEIN | ||||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JENNIFER PODHAJSKY | ||||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,362,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,486,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,486,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,419,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,693 | TotalTaxAmt |
| Distributable Before Adj | $218,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $169,716 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $141,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $28,363 | Taxable2Amt |
| Undistributed Income CY | $218,284 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WHITE PLAINS HOSPITALMEDICAL CENTER | |||||||
| 41 E POST ROAD | WHITE PLAINS | NY | 106014607 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $25,000 | |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 EAST CAMELBACK ROAD | PHOENIX | AZ | 85014 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY STE 100 | CORAL GABLES | FL | 331462968 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1,000 | |
| THE SEEING EYE INC | |||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07960 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| TGEN FOUNDATION | |||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 85004 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION | |||||||
| 17 BATTERY PLACE SUITE 232 | NEW YORK | NY | 10004 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| ST MARY'S FOOD BANK | |||||||
| 2831 NORTH 31ST AVENUE | PHOENIX | AZ | 85009 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| SCOTTSDALE CARES | |||||||
| 6535 E OSBORN ROAD BLDG 8 | SCOTTSDALE | AZ | 85251 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| SANDRA DAY O'CONNOR INSTITUTE | |||||||
| PO BOX 66422 | PHOENIX | AZ | 66422 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1,000 | |
| PURCHASE FIRE DEPARTMENT | |||||||
| 614 ANDERSON HILL RD | PURCHASE | NY | 105771705 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| PLANNED PARENTHOOD OF ARIZONA | |||||||
| 4751 N 15TH ST | PHOENIX | AZ | 850143707 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $2,500 | |
| PHOENIX HERPETOLOGICAL SOCIETY | |||||||
| 20701 N SCOTTSDALE ROAD SUTE | SCOTTSDALE | AZ | 85255 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | 107-401 |
| PEPA - PURCHASE ENVIRONMENT & PROTECTIVE ASSOCIATION | |||||||
| PO BOX 21 | PURCHASE | NY | 10577 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| NEW YORK PHILHARMONIC | |||||||
| 1O LINCOLN CENTER | NEW YORK | NY | 10023 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| MUSEUM OF ARTS & DESIGN | |||||||
| 2 COLUMBUS CIRCE | NEW YORK | NY | 10019 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE BOC 1049 | NEW YORK | NY | 10029 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $27,750 | |
| MCDOWELL SONORAN LAND TRUST | |||||||
| 8175 E EVANS ROAD 12817 | SCOTTSDALE | AZ | 85260 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| MARYVILLE COLLEGE | |||||||
| 502 E LAMAR ALEXANDER PKWY | MARYVILLE | TN | 37804 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $5,000 | |
| MAKE-A-WISH ARIZONA | |||||||
| 2901 N 78TH STREET | SCOTTSDALE | AZ | 85251 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $16,500 | |
| KJZZ-FM RADIO 915 NATIONAL PUBLIC RADIO | |||||||
| 2323 W 14TH ST | TEMPE | AZ | 85281 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| KBAQ-FM RADIO 895 NATIONAL PUBLIC RADIO | |||||||
| 2323 WEST 14TH STREET | TEMPE | AZ | 85281 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 850145698 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $25,000 | |
| HONORHEALTH FOUNDATION | |||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 852582463 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $25,000 | |
| HARRISON POLICE ASSOCIATION | |||||||
| PO BOX 127 | HARRISON | NY | 105280127 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $500 | |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 54 E CORYDON ST | BRADFORD | PA | 167012050 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| COMMUNITY SYNAGOGUE OF RYE | |||||||
| 200 FOREST AVE | RYE | NY | 10580 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $500 | |
| COLOMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 622 WEST 168TH STREET | NEW YORK | NY | 100323720 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1,000 | |
| CHILDREN'S MUSEUM OF PHOENIX | |||||||
| 215 N 7TH STREET | PHOENIX | AZ | 85034 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $750 | |
| CHILDREN'S CANCER RESEARCH | |||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $500 | |
| CHILDREN'S ACTION ALLIANCE | |||||||
| 3030 N 3RD ST 650 | PHOENIX | AZ | 85012 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1,000 | |
| CHARITABLE DONATION THRU NUSTAR ENERGY LP | |||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $29 | ||
| CHARITABLE DONATION THRU NATURAL RESOURCE PARTNERS LP | |||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $2 | ||
| CHARITABLE DONATION THRU FERRELLGAS PARTNERS LP | |||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1 | ||
| CHARITABLE DONATION THRU ENERGY TRANSFER LP | |||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $3 | ||
| CHARITABLE DONATION THRU ALLIANCE BERNSTEIN HOLDINGS | |||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $68 | ||
| CARNEGIE HALL SOCIETY INC | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| CANCER CARE INC | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| AVON OLD FARMS SCHOOL | |||||||
| 500 OLD FARM RD | AVON | CT | 060012716 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| ARIZONA STATE UNIVERSITY FDN | |||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $2,500 | |
| ARIZONA MUSICFEST | |||||||
| PO BOX 25455 | SCOTTSDALE | AZ | 852550107 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $1,000 | |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET 2ND FL | NEW YORK | NY | 100658314 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $250 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | PRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS. | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,353 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,740 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,022 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED BY STATE LAW TO FILE FORM. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REASONABLE CAUSE EXPLANATION | IdentifierTxt |
| Form And Line Reference | IRS TAX NOTICE LTR 2697C | FormAndLineReferenceDesc |
| Medium Explanation | SCHLEIN FOUNDATION, INC. RECEIVED IRS TAX NOTICE LETTER 2697C DATED NOVEMBER 8, 2021 REJECTING THE PAPER FILING OF THE FORM 2020 990-PF AND REQUIRING THE FORM TO BE EFILED.HISTORICALLY, THIS ENTITY HAS BEEN ABLE TO PAPER FILE THEIR TAX RETURN AND LIST THE DONEE INFORMATION ON AN ATTACHED STATEMENT. THE TAX SOFTWARE USED DOES NOT ALLOW PDF ATTACHMENT SO THE DONEE INFORMATION AND ADDRESSES HAVE BEEN MANUALLY INPUT INTO THE TAX SOFWARE PROGRAM. IT TOOK SOME TIME TO GATHER THE REQUIRED INFORMATION IN ORDER TO BE ABLE TO EFILE. WE KINDLY REQUEST PROCESSING THIS RETURN WITHOUT DELAY AND WITHOUT ASSESSMENT OF PENALTY. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS ACCOUNT # RF A152760 - CORPORATE BONDS | BondNm |
| EOY Book Value | $394,078 | EOYBookValueAmt |
| EOYFMV | $392,047 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS ACCOUNT # RF A152760 - PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $3,021,339 | EOYBookValueAmt |
| EOYFMV | $3,811,437 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS THRU MLP'S | $1,311 | $1,311 | $0 |
| FILING FEES | $10 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM MLP'S | $4,767 | $4,767 | $0 |
| NATURAL RESOURCE PARTNERS | $516 | $516 | $0 |
| CLASS ACTION SETTLEMENT | $194 | $194 | $0 |
| OTHER INCOME | $100 | $100 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $319 | $319 | $0 |
| EXCISE TAX | $5,381 | $0 | $0 |