SCHLEIN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCHLEIN FOUNDATION INC (EIN 81-0554696)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349101456
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T10:06:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spielman Koenigsberg & Parker LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 Broadway - 18th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY G SCHLEIN | InCareOfNm |
| Business Name Control | SCHL | BusinessNameControlTxt |
| Phone | 4809051786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 EAST JOSHUA TREE LANE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85250 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffery G Schlein | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 4809051786 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124532500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,226,321 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $153,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $621,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,854 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $234 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $948 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $151 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $151 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $343,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,031 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $385 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,331 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $385 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,808 | CashBOYAmt |
| Cash EOY | $121,131 | CashEOYAmt |
| Cash EOYFMV | $121,131 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,815,754 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,996,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,989,539 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $121,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $117,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $115,651 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,083,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,235,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,226,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,083,577 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,235,199 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,083,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,235,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,083,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,235,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,083,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,622 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,235,199 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,235,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 25000 SHS CSX CORP | 2005-01-01 | 2013-09-01 | $25,000 | $24,313 | $687 | $687 |
| 25000 SHS GENERAL MOTORS ACCEPTANCE | 2005-01-01 | 2013-11-15 | $25,000 | $24,931 | $69 | $69 |
| 25000 SHS PULTE HOME CORP | 2005-01-01 | 2013-06-01 | $25,783 | $24,736 | $1,047 | $1,047 |
| 1500 SHS ALLSTATE CORP | 2005-01-01 | 2013-11-21 | $81,512 | $81,455 | $57 | $57 |
| 1000 SHS AMERICAN INT'L GROUP INC | 2005-01-01 | 2013-03-18 | $25,000 | $25,000 | ||
| 152 SHS CIT GROUP INC | 2005-01-01 | 2013-12-30 | $7,768 | $7,294 | $474 | $474 |
| 400 SHS CITIGROUP CAPITAL PREFERRED | 2010-01-01 | 2013-04-15 | $10,000 | $10,000 | ||
| 529 SHS EASTGROUP PROPERTIES INC | 2010-01-01 | 2013-04-16 | $32,324 | $10,000 | $22,324 | $22,324 |
| 116 SHS EXPRESS SCRIPTS HOLDING CO | 2010-01-01 | 2013-12-30 | $8,051 | $8,051 | $8,051 | |
| 1000 SHS EXXON MOBIL CORP | 2010-01-01 | 2013-12-30 | $101,173 | $101,173 | $101,173 | |
| 500 SHS GOLDMAN SACHS CAPITAL TRUST | 2010-01-01 | 2013-05-17 | $12,500 | $12,500 | ||
| 39 SHS PNC FINANCIAL SERVICES GROUP | 2010-01-01 | 2013-12-30 | $3,008 | $34,950 | -$31,942 | -$31,942 |
| 83 SHS TIME WARNER CABLE INC. | 2010-01-01 | 2013-01-25 | $8,315 | $8,315 | $8,315 | |
| 1000 SHS UNITED PARCEL SERVICES INC | 2010-01-01 | 2013-11-21 | $101,410 | $72,740 | $28,670 | $28,670 |
| 3000 SHS WASTE MANAGEMENT INC | 2010-01-01 | 2013-07-29 | $127,385 | $88,861 | $38,524 | $38,524 |
| 1000 SHS XCEL ENERGY CORP | 2010-01-01 | 2013-06-01 | $25,000 | $25,000 | ||
| SHORT TERM CAPITAL GAIN FROM MLPS | 2013-01-01 | 2013-12-31 | $234 | $234 | $234 | |
| LONG TERM CAPITAL GAIN FROM MLPS | 2012-12-31 | 2013-12-31 | $171 | $171 | $171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,854 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $234 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,601,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043893 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $384,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,579,409 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107547 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,399,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,882,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,122,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03947 | DistributionYr5Rt |
| Total Distribution | 0.275096 | TotalDistributionRt |
| Average Distribution | 0.055019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,941,025 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $216,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,098 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,534 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,534 | SubtotalAmt |
| Tax Based On Investment Income | $6,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,534 | TaxDueAmt |
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 | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY G SCHLEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4189051786 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 E JOSHUA TREE LN | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85250 | ZIPCode |
| 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 |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0 | $0 | $0 | $0 |
| JEFFREY G SCHLEIN | ||||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | SECY/TREAS | 0 | $0 | $0 | $0 |
| JENNIFER PODHAJSKY | ||||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | VICE PRES | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,867,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,001,041 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,001,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,941,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,534 | TotalTaxAmt |
| Distributable Before Adj | $190,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $190,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $190,517 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,350 | 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 | $185,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $185,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,779 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $9,073 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,779 | AppliedToYear1Amt |
| Applied To Prior Years | $9,073 | AppliedToPriorYearsAmt |
| Applied To Current Year | $129,498 | 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 |
| Undistributed Income CY | $61,019 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 EAST JOSHUA TREE LANE | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | 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. | GrantOrContributionPurposeTxt |
| Amt | $185,350 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,350 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,026 | 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 | $179,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | 14 | $797 |
| NATURAL RESOURCE PARTNERS LP | 15 | $148 |
| NUSTAR ENERGY LP | 16 | $3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $333,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,313 | 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 | JEFFREY G SCHLEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 East Joshua Tree Lane | AddressLine1 |
| City | Scottsdale | City |
| State | AZ | State |
| ZIP Code | 85250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SPIELMAN, KOENIGSBERG & PARKER | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Footnote | Part XIII, Line 4b | The foundation elects to treat the remaining qualifying distribution as made out of the undistributed income of prior years as permitted in Regulations section 53.4942(a)-3(d)(2). |
| Substantial Contributors | Part VII-A, Line 10 | JEFFREY G. SCHLEIN 8321 East Joshua Tree Lane Scottsdale, AZ 85250 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,331 | Amt |
| Net Investment Income | $4,331 | NetInvestmentIncomeAmt |