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Schlein Foundation INC EIN 81-0554696

Schlein Foundation INC

EIN  81-0554696 Private foundation / grantmaker Scottsdale, AZ
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Size
$100K–1M
What they do
A private foundation based in Scottsdale, AZ. It reported about $213K in revenue for 2025.
Leadership
Barbara S Schlein · President
Money in and out
$213K revenue, $256K expenses
Bottom line
—

A private foundation based in Scottsdale, AZ. It reported about $213K in revenue for 2025. For fiscal year 2025 it reported $213K in revenue, $256K in expenses, and $3.3M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$213K
Pt VIII · Ln 12
Total expenses
$256K
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$43K
Total assets
3.3M
deployed as grants and operations
Grants paid
231K
in FY2025
Grants made
47grants
total in period
Payout rate
7%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 47 grants · $231K · 2025–2025
White Plains Hospitalmedical CenterFY2025$51,000
Mount Sinai Health SystemFY2025$50,000
Honorhealth FoundationFY2025$50,000
Mount Sinai Health SystemFY2025$25,000
Hospice of the ValleyFY2025$25,000
Planned Parenthood of ArizonaFY2025$20,000
St Mary's Food BankFY2025$1,250
Sandra Day O'Connor InstituteFY2025$1,200
University of MiamiFY2025$1,000
Children's Action AllianceFY2025$1,000
St Jude Children's ResearchFY2025$500
Harrison Police AssociationFY2025$500
Community Synagogue of RyeFY2025$500
Burke RehabilitationFY2025$250
Valley of the Sun United WayFY2025$250
Schwarzman Animal CenterFY2025$250
Pepa - Purchase Environment & Protective AssociationFY2025$250
Kjzz-Fm Radio 915 National Public RadioFY2025$250
See all 47 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$5K
Median grantPart XV$100
Largest grantPart XV$51K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$213K
FY2025▼ -37%
Expenses
$256K
FY2025▼ -34%
Total assets
$3.3M
FY2025▼ -1%
Total liabilities
$0
FY2025
Total revenue
$213K
Pt VIII · Ln 12
Total expenses
$256K
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Total assetsPt II$3.3M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSchlein Foundation INC
EINHdr · item D81-0554696
Principal addressHdr · item CScottsdale, AZ
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T21)
Ruling yearIRS BMFOct 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Jeffrey G Schlein
Secretary/Treasurer
$0Pt VII · Sec A
Jennifer Podhajsky
Vice President
$0Pt VII · Sec A
See Schlein Foundation INC executive salaries →

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Statement of Revenue

Part VIII
Investment income$200K · 94%
Other revenue$13K · 6%
Investment income94%$200K
Other revenue6%$13K
Total revenueLn 12$213K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.90 Operating & administrative $0.10
Grants & contributions paid90%$231K
Operating & administrative10%$25K
Total functional expensesLn 25$256K

Balance Sheet

Part X · end of year
CashLn 1$242K
Total assetsLn 16$3.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$3.3M
Months of cash on handcomputed11.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $3.3M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $213K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $213K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $213K · Prior year $336K
-37%
Revenue CAGR
FY2020 $196K · FY2025 $213K
+2%
Net-asset trend (YoY)
End of year $3.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $213K · Expenses $256K
-20%
Liabilities-to-Assets
Total liabilities — · Total assets $3.3M
—
Net-asset ratio
Net assets $3.3M · Total assets $3.3M
100%
People & payroll
Highest Reported Total Compensation
Individual Barbara S Schlein · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $256K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -37%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$213K revenue · viewing · ⤓ 990 PDF
FY2024$336K revenue · ⤓ 990 PDF
FY2023$238K revenue · ⤓ 990 PDF
FY2022$244K revenue · ⤓ 990 PDF
FY2021$150K revenue · ⤓ 990 PDF
FY2020$196K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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