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Schlein Foundation INC EIN 81-0554696

Schlein Foundation INC FY2020 filing

EIN  81-0554696 Private foundation / grantmaker Scottsdale, AZ
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Scottsdale, AZ. It reported about $196K in revenue for 2020.
Money in and out
$196K revenue, $152K expenses
Bottom line
—

A private foundation based in Scottsdale, AZ. It reported about $196K in revenue for 2020. For fiscal year 2020 it reported $196K in revenue, $152K in expenses, and $3.5M in net assets.Pt I

Grants paid & assets · FY2020
Total revenue
$196K
Pt VIII · Ln 12
Total expenses
$152K
Pt IX · Ln 25
Net assets
$3.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $43K
Total assets
3.5M
deployed as grants and operations
Grants paid
141K
in FY2020
Grants made
47grants
total in period
Payout rate
4%
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 2020 · Form 990-PF
Revenue
$196K
FY2020
Expenses
$152K
FY2020
Total assets
$3.5M
FY2020
Total liabilities
$0
FY2020
Total revenue
$196K
Pt VIII · Ln 12
Total expenses
$152K
Pt IX · Ln 25
Net assets
$3.5M
Pt X · Ln 32
Total assetsPt II$3.5M

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
Officers, directors & key employeesPt VII · Sec ANot reported
See Schlein Foundation INC executive salaries →

Statement of Revenue

Part VIII
Investment income$189K · 97%
Other revenue$7K · 3%
Investment income97%$189K
Other revenue3%$7K
Total revenueLn 12$196K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.93 Operating & administrative $0.07
Grants & contributions paid93%$141K
Operating & administrative7%$11K
Total functional expensesLn 25$152K

Balance Sheet

Part X · end of year
CashLn 1$111K
Total assetsLn 16$3.5M
Total liabilitiesLn 26$0
Total net assetsLn 32$3.5M
Months of cash on handcomputed8.8

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $3.5M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $196K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $196K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $196K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $3.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $196K · Expenses $152K
+22%
Liabilities-to-Assets
Total liabilities — · Total assets $3.5M
—
Net-asset ratio
Net assets $3.5M · Total assets $3.5M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $152K
No individual compensation reported on this filing
Personnel share
not reported

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. Peer cohort: .

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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 · ⤓ 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 · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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