SCHLEIN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCHLEIN FOUNDATION INC (EIN 81-0554696)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349100435
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:03:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spielman Koenigsberg & Parker LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810554696 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schlein Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEFFREY G SCHLEIN | InCareOfName |
| Name Control | SCHL | NameControl |
| Phone | 4809051786 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffery G Schlein | Name |
| Title | Secretary/Treasurer | Title |
| Phone | 4809051786 | Phone |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124895200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3755259 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 152291 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 152291 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 66169 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 507770 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 66031 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 25966 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 785 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 545 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 545 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 229245 | TotalRevenueAndExpenses |
| Total Net Investment Income | 218867 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 26511 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2295 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2295 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4305 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2295 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 158100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 158100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 162405 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2295 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 158100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 66840 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 216572 | NetInvestmentIncome |
| Adjusted Net Income | 26511 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 99199 | CashBOY |
| Cash EOY | 146808 | CashEOY |
| Cash EOYFMV | 146808 | CashEOYFMV |
| Investments Corp Stock BOY | 2732630 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2815754 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3484621 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 184908 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 121015 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 123830 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3016737 | TotalAssetsBOY |
| Total Assets EOY | 3083577 | TotalAssetsEOY |
| Total Assets EOYFMV | 3755259 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3016737 | UnrestrictedBOY |
| Unrestricted EOY | 3083577 | UnrestrictedEOY |
| Total Net Assets BOY | 3016737 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3083577 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3016737 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3083577 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3016737 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 66840 | ExcessOfRevenueOverExpenses |
| Subtotal | 3083577 | Subtotal |
| Total Net Assets Fund Balances EOY | 3083577 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (23 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| ARMARK CORP | P | 2012-06-01 | 25000 | 24903 | 97 | 97 | |
| CIT GROUP | P | 2012-02-03 | 918 | 918 | |||
| CIT GROUP | P | 2012-02-03 | 2653 | 1735 | 918 | 918 | |
| CIT GROUP | P | 2012-03-05 | 1152 | 1152 | |||
| CIT GROUP | P | 2012-03-09 | 2352 | 3270 | -918 | -918 | |
| CIT GROUP | P | 2012-03-09 | 6191 | 6191 | |||
| FORD | P | 2012-01-23 | 25000 | 25000 | |||
| NEXTEL | P | 2012-08-24 | 12000 | 11220 | 780 | 780 | |
| NEXTEL | P | 2012-11-19 | 13000 | 12155 | 845 | 845 | |
| AOL | P | 2012-07-11 | 835 | 0 | 835 | 835 | |
| ASTRAZENECA | P | 2012-10-23 | 47521 | 44058 | 3463 | 3463 | |
| FIFTH THIRD | P | 2012-05-15 | 25000 | 25000 | |||
| IBM | P | 2012-06-11 | 25000 | 25000 | |||
| KRAFT | 2012-10-31 | 15 | 0 | 15 | 15 | ||
| KRAFT | P | 2012-10-02 | 15 | 0 | 15 | 15 | |
| MEDCO | P | 2012-04-03 | 4147 | 0 | 4147 | 4147 | |
| MONDELEZ | P | 2012-12-20 | 25951 | 25951 | 25951 | ||
| NATIONAL CITY | P | 2012-07-30 | 25000 | 25000 | |||
| SOUTHERN | P | 2012-12-18 | 85503 | 46607 | 38896 | 38896 | |
| TIME WARNER | P | 2012-12-20 | 15881 | 74426 | -58545 | -58545 | |
| VIACOM | P | 2012-06-25 | 27409 | 5050 | 22359 | 22359 | |
| WAL-MART | 2012-06-25 | 135381 | 109916 | 25465 | 25465 | ||
| LONG TERM CAPITAL GAIN FROM MLPS | 2012-12-31 | 1708 | 1708 | 1708 | 2009-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 66031 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 25966 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 384955 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3579409 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107547 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 132700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3399811 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039032 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 130150 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2882332 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045154 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 123250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3122632 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03947 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 122550 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3658791 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.033495 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.264698 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05294 | AverageDistributionRatio |
| Net Noncharitable Assets | 3601932 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 190686 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2166 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 192852 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 158100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4331 | InvestmentIncomeExciseTax |
| Subtotal | 4331 | Subtotal |
| Tax Based On Investment Income | 4331 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 4331 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AZ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY G SCHLEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4189051786 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BARBARA S SCHLEIN | ||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | PRESIDENT | 0 | 0 |
| JEFFREY G SCHLEIN | ||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | SECY/TREAS | 0 | 0 |
| JENNIFER PODHAJSKY | ||||||
| 8321 EAST JOSHUA TREE LANE | SCOTTSDALE | AZ | 85250 | VICE PRES | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3533781 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 123003 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3656784 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3656784 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54852 | CashDeemedCharitable |
| Net Noncharitable Assets | 3601932 | NetNoncharitableAssets |
| Minimum Investment Return | 180097 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 180097 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4331 | TaxBasedOnInvestmentIncome |
| Total Tax | 4331 | TotalTax |
| Distributable Amount Before Adj | 175766 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 175766 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 175766 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 158100 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 158100 | QualifyingDistributions |
| Adj Qualifying Distributions | 158100 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 175766 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 30257 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1144 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1144 | TotalExcessDistriCarryover |
| Qualifying Distributions | 158100 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 30257 | AppliedToPriorYears |
| Applied To Current Year | 127843 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1144 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1144 | ExcessDistriCyovAppliedCY |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 46779 | UndistributedIncomeCY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
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) |
|---|---|---|
| Purpose Of Grant Or Contribution | 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. | PurposeOfGrantOrContribution |
| Amount | $158,100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 158100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $152,291 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $66,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| MISCELLANEOUS INCOME | 14 | $240 |
| NATURAL RESOURCE PARTNERS LP | 15 | $540 |
| NUSTAR ENERGY LP | 16 | $5 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $219,245 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 219245 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JEFFREY G SCHLEIN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 SLEEPY HOLLOW ROAD | AddressLine1 |
| City | RYE BROOK | City |
| State | NY | State |
| ZIP Code | 105731045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SPIELMAN, KOENIGSBERG & PARKER | Category |
| Amount | $2,000 | Amount |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Footnote | Identifier |
| Return Reference | Part XIII, Line 4b | ReturnReference |
| Explanation | 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). | Explanation |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Class Action Settlement | 240 | ||
| Royalty Income | 545 | 545 | 545 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $2,295 | Amount |
| Net Investment Income | 2295 | NetInvestmentIncome |