2019-08-05T12:17:22-05:00 2018-12-31 Spielman Koenigsberg & Parker LLP 1675 Broadway - 20th Floor New York NY 10019 990PF 2018-01-01 810554696 Schlein Foundation Inc % JEFFREY G SCHLEIN SCHL 2012621100 8321 EAST JOSHUA TREE LANE SCOTTSDALE AZ 85250 JEFFERY G SCHLEIN Secretary/Treasurer 4189051786 2019-07-31 true Gary S Parker P00300387 2124532500 38.142.254.162 13171220192175000025 2019-08-05 P EB76A9010DFD8E9B8DC9BA20163A0A490B993209 7616EB4EEA60A23E452602A282211A2B7B34AA86 2018 2019-02-21 02:37:17Z X 3928715 X 0 X 184121 184121 1793 1793 1793 1793 -94236 213171 0 35 19694 19694 111372 205608 1828 0 3000 0 0 0 471 471 477 477 13312 13312 17260 14260 0 0 161700 161700 178960 14260 0 161700 -67588 191348 1828 102256 95293 95293 2976112 2913203 3522238 325942 328226 311184 3404310 3336722 3928715 0 0 X 3404310 3336722 3404310 3336722 3404310 3336722 3404310 -67588 3336722 3336722 LONG TERM CAPITAL GAINS FROM MLP'S P 2017-12-30 2018-12-31 6389 6389 6389 SHORT TERM CAPITAL GAINS FROM MLP'S P 2018-01-01 2018-12-31 35 35 35 25,000 SHS PENNEY (JC) CO INC P 2018-02-15 25000 22650 2350 2350 415 SHS ANNALY CAPITAL MMT P 2018-02-08 10375 10375 BLACKSTONE GROUP LP P 2018-03-09 1272 1272 BLACKSTONE GROUP LP P 2018-06-07 224 224 BLACKSTONE GROUP LP P 2018-09-05 132 132 BLACKSTONE GROUP LP P 2018-09-05 372 372 BLACKSTONE GROUP LP P 2018-11-21 198 198 BLACKSTONE GROUP LP P 2018-11-21 400 400 1,000 SHS BOARDWALK PIPELINE PARTNERS LP P 2018-07-18 12060 18276 -6216 -6216 1,000 SHS CITIGROUP INC P 2018-10-22 25000 25000 1,000 SHS COUNTRYWIDE CAPITAL P 2018-06-06 25000 25000 4,000 SHS HUGOTON ROYALTY TRUST P 2018-12-20 1786 68255 -66469 -66469 KKR & CO INC P 2018-03-21 315 315 KKR & CO INC P 2018-06-05 263 263 1,108 SHS VORNADO REALTY TRUST P 2018-01-04 27700 23477 4223 4223 892 SHS VORNADO REALTY TRUST P 2018-01-11 22300 18901 3399 3399 0.36 SHS WILLIAMS COMPANIES INC P 2018-08-16 11 12 -1 -1 606 SHS WILLIAMS PARTNERS MLP P 2018-08-13 28782 18333 10449 10449 0.20 SHS WINSTREAM HOLDINGS INC P 2018-05-29 1 17 -16 -16 25,000 SHS GENWORTH FINANCIAL INC P 2018-10-04 25443 23611 1832 1832 25,000 SHS ESCROW PEABODY ENERGY P 2018-09-10 42 24906 -24864 -24864 BLACKSTONE GROUP LP P 2018-01-11 45 0 45 45 MLP SEC. 1231 LOSSES 2017-12-30 2018-12-31 25418 -25418 -25418 MLP SEC. 1250 GAINS 2017-12-30 2018-12-31 26 26 26 -94236 35 false 157600 4270519 0.036904 214350 4022310 0.05329 235550 4121716 0.057149 218950 4284274 0.051106 185350 3941025 0.047031 0.24548 0.049096 4101963 201390 1913 203303 161700 3827 3827 3827 1471 5000 6471 2644 2644 false false false false false false false true true AZ true false false false false true N/A JEFFREY G SCHLEIN 4189051786 8321 E JOSHUA TREE LN SCOTTSDALE AZ 85250 false false false false false false false false false false false false false false false false false false false false false BARBARA S SCHLEIN 8321 EAST JOSHUA TREE LANE SCOTTSDALE AZ 85250 PRESIDENT 1.0 0 0 0 JEFFREY G SCHLEIN 8321 EAST JOSHUA TREE LANE SCOTTSDALE AZ 85250 SECRETARY/TREASURER 1.0 0 0 0 JENNIFER PODHAJSKY 8321 EAST JOSHUA TREE LANE SCOTTSDALE AZ 85250 VICE PRESIDENT 1.0 0 0 0 NOT APPLICABLE NOT APPLICABLE 4065654 98775 0 4164429 0 4164429 62466 4101963 205098 205098 3827 3827 201271 201271 201271 161700 0 0 0 0 161700 161700 201271 49521 2016 2015 2014 0 161700 49521 112179 0 0 0 0 89092 0 0 NONE NONE X SEE ATTACHED STATEMENT 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. 161700 161700 14 184121 OTHER INCOME 16 1693 NATURAL RESOURCE PARTNERS LP 15 762 BLACKSTONE GROUP LP 15 17 KKR & CO. LP 16 -1 KKR & CO. LP 15 30 ALLIANCE BERNSTEIN HOLDINGS 16 -4 BLACKSTONE GROUP LP 16 -11 FERRELLGAS PARTNERS LP 16 986 WILLIAMS PARTNERS LP 16 17 ENERGY TRANSFER PARTNERS 16 -6 ENERGY TRANSFER PARTNERS 15 3 KKR & CO. LP 16 56 BLACKSTONE GROUP LP 16 67 ALLIANCE BERNSTEIN HOLDINGS 16 2349 ENTERPRISE PRODUCT PARTNERS 16 2211 TEEKAY LLC PARTNERS LP 16 13318 205608 205608 false false false false false false false false false false SPIELMAN, KOENIGSBERG & PARKER 3000 NONE Substantial Contributors Substantial Contributors JEFFREY G. SCHLEIN 8321 East Joshua Tree Lane Scottsdale, AZ 85250 OTHER DEDUCTIONS THRU MLP'S 13312 13312 OTHER INCOME FROM MLP'S 19694 19694 FOREIGN TAX PAID 477 477