2024-08-29T13:34:23-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 522390970 Schlinger Family Foundation % Foundation Source SCHL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NORMAN SCHLINGER PRESIDENT 8008391754 2024-08-09 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 4810889 X 2850000 17706 17706 70240 70240 633 557321 633 2938579 88579 0 10000 0 0 10000 9625 9625 1228 17946 17946 38799 9625 0 27946 3432000 3432000 3470799 9625 0 3459946 -532220 78954 3334569 2925298 2925298 1710647 1587698 1885591 5045216 4512996 4810889 0 0 X 5045216 4512996 5045216 4512996 5045216 4512996 5045216 -532220 4512996 4512996 Publicly-traded Securities 557321 556688 633 633 633 1097 1097 1097 1100 0 1100 X 0 3 3 false false false false false false true true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Greg S Schlinger Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Leanne M Schlinger Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Norman W Schlinger Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Stacy S Schlinger Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Sec, Treas, CFO 1.0 0 0 0 1952410 2094719 0 4047129 0 4047129 60707 3986422 199321 199321 1097 1097 198224 198224 198224 3459946 0 0 0 0 3459946 198224 186776 2021 2020 2019 3459946 186776 3252000 21170 0 0 0 3252000 0 0 177054 3252000 NONE X 2E4ME ACADEMY INC 2503 EASTBLUFF DR 206A NEWPORT BEACH CA 92660 N/A PC General & Unrestricted 60000 A COMPAS INC PO BOX 30594 SANTA BARBARA CA 93130 N/A PC General & Unrestricted 50000 ABUNDANT EARTH FOUNDATION 702 HILLER RD MCKINLEYVILLE CA 95519 N/A PC Permaculture and Regenerative Agriculture practice 10000 AHA ATTITUDE HARMONY ACHIEVEMENT 1209 DE LA VINA ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 20000 AIDS SERVICES FOUNDATION ORANGE COUNTY 17982 SKY PARK CIR STE J IRVINE CA 92614 N/A PC Mental Health Program 100000 ALZHEIMERS ORANGE COUNTY 2515 MCCABE WAY STE 200 IRVINE CA 92614 N/A PC General & Unrestricted 25000 ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE ST 7-115 SANTA BARBARA CA 93105 N/A PC General & Unrestricted 20000 ARTS OUTREACH PO BOX 755 LOS OLIVOS CA 93441 N/A PC General & Unrestricted 5000 BOB MARSHALL WILDERNESS FOUNDATION INC PO BOX 190688 HUNGRY HORSE MT 59919 N/A PC General & Unrestricted 20000 BOYS & GIRLS CLUB OF CAPISTRANO VALLEY 1 POSITIVIA SAN JUAN CAPISTRANO CA 92675 N/A PC General & Unrestricted 10000 BOYS AND GIRLS CLUB OF THE SOUTH COAST 1304 CALLE VALLE SAN CLEMENTE CA 92672 N/A PC General & Unrestricted 10000 C A R E 4 PAWS INC PO BOX 60524 SANTA BARBARA CA 93160 N/A PC General & Unrestricted 15000 CENTRAL COAST STATE PARKS ASSOCIATION 202 TANK FARM RD STE H2 SN LUIS OBISP CA 93401 N/A PC General & Unrestricted 20000 CHILDRENS HEALTH DEFENSE 852 FRANKLIN AVE STE 511 FRANKLIN LAKES NJ 07417 N/A PC General & Unrestricted 50000 CHOC FOUNDATION 1201 W LA VETA AVE ORANGE CA 92868 N/A PC General & Unrestricted 135000 COASTLINE CHRISTIAN ACADEMY 5950 CATHEDRAL OAKS RD GOLETA CA 93117 N/A PC General & Unrestricted 5000 COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY 765 THE CITY DRIVE S STE 300 ORANGE CA 92868 N/A PC General & Unrestricted 25000 CRYSTAL COVE CONSERVANCY 5 CRYSTAL COVE NEWPORT COAST CA 92657 N/A PC General & Unrestricted 25000 DANA POINT HISTORICAL SOCIETY PO BOX 544 DANA POINT CA 92629 N/A PC General & Unrestricted 2500 DEDICATED ANIMAL WELFARE GROUP OF LAGUNA NIGUEL & 27472 CAPRICHO MISSION VIEJO CA 92692 N/A PC General & Unrestricted 20000 EASTERN SIERRA LAND TRUST PO BOX 755 BISHOP CA 93515 N/A PC General & Unrestricted 20000 EDDIE NASH FOUNDATION 155 N RIVERVIEW DR 116 ANAHEIM CA 92808 N/A PC General & Unrestricted 20000 ELINGS PARK FOUNDATION 1298 LAS POSITAS RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 175000 FAMILY ASSISTANCE MINISTRIES 1030 CALLE NEGOCIO SAN CLEMENTE CA 92673 N/A PC General & Unrestricted 20000 FOUNDATION FOR WOMEN WARRIORS 1185 PARK CENTER DR STE R VISTA CA 92081 N/A PC General & Unrestricted 11645 FRIENDS OF HARBOR BEACHES AND PARK INC PO BOX 9256 NEWPORT BEACH CA 92658 N/A PC Save Coyote Hills 100000 FRIENDS OF THE EASTERN CALIFORNIA MUSEUM PO BOX 33 INDEPENDENCE CA 93526 N/A PC General & Unrestricted 5000 FRIENDS OF THE INYO 621 W LINE ST STE 201 BISHOP CA 93514 N/A PC General & Unrestricted 20000 GAVIOTA COAST CONSERVANCY PO BOX 1099 GOLETA CA 93116 N/A PC General & Unrestricted 20000 GIANT COMMUNITY FUND 24 WILLIE MAYS PLZ SAN FRANCISCO CA 94107 N/A PC General & Unrestricted 50000 GLIOBLASTOMA FOUNDATION INC PO BOX 62066 DURHAM NC 27715 N/A PC General & Unrestricted 5000 GRACE PLACE FOR CHILDREN AND FAMILIES INC 4300 21ST AVE SW NAPLES FL 34116 N/A PC General & Unrestricted 20000 GWENDOLYN STRONG FOUNDATION 27 W ANAPAMU ST 177 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 15000 HARMONY COAST AQUACULTURE INSTITUTE 229 STANLEY AVE ARROYO GRANDE CA 93420 N/A PC General & Unrestricted 25000 HAWAII COMMUNITY FOUNDATION 827 FORT ST MALL HONOLULU HI 96813 N/A PC MAUI STRONG FUND 100000 HEAL THE OCEAN PO BOX 90106 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 50000 HILLSIDE HOUSE 1235 VERONICA SPRINGS RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 KIDWORKS COMMUNITY DEVELOPMENT CORPORATION 1902 W CHESTNUT AVE SANTA ANA CA 92703 N/A PC General & Unrestricted 5000 KINGDOM MENS GATHERING INC 19360 RINALDI ST 660 PORTER RANCH CA 91326 N/A PC Charitable Event 60000 LAHUI FOUNDATION PO BOX 138 KAHUKU HI 96731 N/A PC General & Unrestricted 20000 LIVING LANDS & WATERS 17624 RTE 84 N EAST MOLINE IL 61244 N/A PC General & Unrestricted 60000 LOBERO THEATRE FOUNDATION 33 E CANON PERDIDO ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 LOS PADRES FOREST WATCH PO BOX 831 SANTA BARBARA CA 93102 N/A PC General & Unrestricted 20000 MIDWEST FOOD BANK NFP 725 E BASELINE RD GILBERT AZ 85233 N/A PC General & Unrestricted 10000 MISSION PLASTICOS 8502 E CHAPMAN AVE 447 ORANGE CA 92869 N/A PC General & Unrestricted 25000 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 N/A PC General & Unrestricted 100000 NATIONAL ORGANIZATION FOR RARE DISORDERS INC PO BOX 4110 WOBURN MA 01888 N/A PC General & Unrestricted 10000 NURTURING CENTER INC 322 2ND AVE W STE C KALISPELL MT 59901 N/A PC General & Unrestricted 20000 OASIS INC 420 SOARES AVE SANTA MARIA CA 93455 N/A PC General & Unrestricted 15000 OCEAN FUTURES SOCIETY INC 1525 STATE ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 OCEAN INSTITUTE 24200 DANA POINT HARBOR DR DANA POINT CA 92629 N/A PC General & Unrestricted 50000 OLD SPANISH DAYS PO BOX 21557 SANTA BARBARA CA 93121 N/A PC General & Unrestricted 5000 ONEOC 1901 E FOURTH ST 100 SANTA ANA CA 92705 N/A PC Patriotic Service Dog Foundation 75000 ORANGEWOOD CHILDREN'S HOME 401 THE CITY DR ORANGE CA 92868 N/A GOV General & Unrestricted 20000 PACIFIC MARINE MAMMAL CENTER 20612 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 25000 PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 93443 N/A PC General & Unrestricted 15000 PAGE YOUTH CENTER 4540 HOLLISTER AVE SANTA BARBARA CA 93110 N/A PC General & Unrestricted 25000 PETS FOR THE ELDERLY FOUNDATION C/O TAFT 200 PUBLIC SQ 3500 CLEVELAND OH 44114 N/A PC General & Unrestricted 9000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 N/A PC General & Unrestricted 30000 PROJECT HOPE ALLIANCE 1954 PLACENTIA AVE STE 202 COSTA MESA CA 92627 N/A PC General & Unrestricted 2500 REDWOOD PARKS CONSERVANCY 1111 2ND ST CRESCENT CITY CA 95531 N/A PC General & Unrestricted 10000 SAN LUIS OBISPO CHILDRENS MUSEUM 1010 NIPOMO ST SN LUIS OBISP CA 93401 N/A PC General & Unrestricted 5000 SANTA BARBARA BOTANIC GARDEN INC 1212 MISSION CANYON RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 40000 SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE ST 6TH FLOOR SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 SANTA BARBARA HISTORICAL MUSEUM 136 E DE LA GUERRA ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 15000 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY STE 190 SANTA BARBARA CA 93109 N/A PC General & Unrestricted 15000 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 N/A PC General & Unrestricted 20000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A PC General & Unrestricted 15000 SANTA BARBARA PERMACULTURE NETWORK PO BOX 92156 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 5000 SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION INC PO BOX 1623 BUELLTON CA 93427 N/A PC General & Unrestricted 30000 SANTA YNEZ VALLEY HISTORICAL SOCIETY 3596 SAGUNTO ST SANTA YNEZ CA 93460 N/A PC General & Unrestricted 20000 SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE PO BOX 1478 SOLVANG CA 93464 N/A PC General & Unrestricted 10000 SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION 1400 W HWY 246 BUELLTON CA 93427 N/A PC General & Unrestricted 5000 SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM 195 N REFUGIO RD SANTA YNEZ CA 93460 N/A PC General & Unrestricted 5000 SAWDUST FESTIVAL CORPORATION 935 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 2000 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A PC General & Unrestricted 100000 SOUTH COUNTY OUTREACH 7 WHATNEY STE B IRVINE CA 92618 N/A PC General & Unrestricted 25000 SPARROWS NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 N/A PC General & Unrestricted 25000 ST JUDE HOSPITAL 1801 LIND AVE SW RENTON WA 98057 N/A PC General & Unrestricted 100000 STEPHEN PROUSE MINISTRIES INC PO BOX 2208 HUNTINGTN BCH CA 92647 N/A PC General & Unrestricted 100000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 50000 STUART C GILDRED FAMILY YMCA 900 N REFUGIO ROAD SANTA YNEZ CA 93460 N/A PC General & Unrestricted 10000 SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 N/A PC General & Unrestricted 25000 SYV FRUIT & VEGETABLE RESCUE PO BOX 1651 SANTA YNEZ CA 93460 N/A PC General & Unrestricted 10000 THE FOUNDATION FOR GIRSH PARK 7050 PHELPS RD GOLETA CA 93117 N/A PC General & Unrestricted 10000 THE LAGUNA PLAYHOUSE 606 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 2000 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 N/A PC General & Unrestricted 100000 THE PRENTICE SCHOOL 18341 LASSEN DR SANTA ANA CA 92705 N/A PC General & Unrestricted 102355 THE PRENTICE SCHOOL 18341 LASSEN DR SANTA ANA CA 92705 N/A PC Mind Masters 350000 TROUT UNLIMITED PO BOX 7186 MISSOULA MT 59807 N/A PC General & Unrestricted 30000 TURNING POINT USA INC 4940 EAST BEVERLY RD PHOENIX AZ 85044 N/A PC General & Unrestricted 30000 W M KECK OBSERVATORY 65-1120 MAMALAHOA HWY KAMUELA HI 96743 N/A PC General & Unrestricted 50000 WHALE MUSEUM PO BOX 945 FRIDAY HARBOR WA 98250 N/A PC General & Unrestricted 10000 WHITEFISH COMMUNITY FOUNDATION INC PO BOX 1060 WHITEFISH MT 59937 N/A PC General & Unrestricted 50000 WILDERNESS WATCH INC PO BOX 9175 MISSOULA MT 59807 N/A PC General & Unrestricted 40000 WORKING WARDROBES FOR A NEW START 2000 E MCFADDEN AVE SANTA ANA CA 92705 N/A PC General & Unrestricted 25000 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758516 TOPEKA KS 66675 N/A PC General & Unrestricted 25000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DR 600 RESTON VA 20191 N/A PC General & Unrestricted 30000 3432000 14 17706 14 70240 18 633 88579 88579 false false false false false false false false false false X X 1 Warren Katharine Schlinger Founda 65 Enterprise STE 333 Aliso Viejo CA 92656 2850000 X Audit Fees 10000 10000 FORM 990-PF,PART XII,LINE 4C QUALIFYING DISTRIBUTION MADE OUT OF CORPUS FORM 990-PF,PART XII,LINE 4C-QUALIFYING DISTRIBUTION MADE OUT OF CORPUS PURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATION 53.4942(A)-3(D)(2), SCHLINGER FAMILY FOUNDATION HEREBY ELECTS TO TREAT $3,252,000 OF ITS CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. BY: NORMAN SCHLINGER TITLE: PRESIDENT PART XII, LINE 7 (990-PF) PART XII, LINE 7 (990-PF) SCHLINGER FAMILY FOUNDATION (THE "FOUNDATION") RECEIVED GRANTS OF $3,252,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2022 AND $ 2,850,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2023 FROM WARREN & KATHARINE SCHLINGER FOUNDATION, A PRIVATE NON-OPERATING FOUNDATION. AS REPORTED IN PART XII, LINE 7, THE FOUNDATION HEREBY ELECTS TO TREAT $3,252,000 OF ITS 2023 QUALIFYING DISTRIBUTIONS AS DISTRIBUTION OUT OF CORPUS TO SATISFY THE DISTRIBUTION REQUIREMENTS IMPOSED BY INTERNAL REVENUE CODE SECTION 4942(G)(3) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2). $3,252,000 IS APPLIED TO THE AMOUNT RECEIVED IN 2022, AND $2,850,000 MUST BE REDISTRIBUTED IN 2024 RELATING TO THE GRANT RECEIVED IN 2023. BLACKROCK EMERGING MARKETS FUN 49056 43955 BLACKROCK GLOBAL ALLOC INSTL 101156 99963 BLACKROCK STRAT INC OPP PORTFO 71503 71142 ISHARES BARCLAYS SHORT TREASUR 37621 37664 ISHARES S&P 500 INDEX FD 45093 66391 JP MORGAN CORE BOND FUND 128934 129880 JP MORGAN ULTRA SHORT INCOME E 37698 37823 JPMORGAN GROWTH ADVANTAGE SELE 48596 59183 JPMORGAN US VALUE CL I 109364 116034 MASSACHUSETTS INVESTORS GROWTH 65779 73991 MFS INTERNATIONAL DIVERSIFICAT 82563 80887 MFS LIMITED MATURITY FUND CLAS 56089 55514 MFS RESEARCH BOND FD CL I 129880 130665 MFS VALUE I 140560 144969 T ROWE PRICE DIV GROWTH FUND L 88425 102519 T. ROWE PRICE OVERSEAS STOCK F 43544 44432 T. ROWE PRICE PERSONAL STRATEG 95230 96230 T. ROWE PRICE SMALL-CAP VALUE 47475 46244 UNITED PARCEL SERVICE 209132 448105 AS EXPLAINED BELOW, THE FOUNDATION HAS NO PLANS FOR DISSOLUTION. THIS STATEMENT IS SUBMITTED TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS DURING THE YEAR. THE DISTRIBUTIONS RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.6043-3(A)(1) AND THE FORM 990-PF INSTRUCTIONS: DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION MADE DISTRIBUTIONS FROM ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. COLLECTIVELY, THE DISTRIBUTIONS IN EXCESS OF CURRENT INCOME TOTALED $3,245,224. THIS AMOUNT REPRESENTS 25% OR MORE OF THE FOUNDATION'S NET ASSETS OF $5,281,996 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2023. ALTHOUGH THE FOUNDATION TECHNICALLY EXPERIENCED A SUBSTANTIAL CONTRACTION, IT WILL CONTINUE IN EXISTENCE AND HAS NO PLANS FOR DISSOLUTION. THE FOUNDATION MADE DISTRIBUTIONS OF CASH TO THE GRANTEES LISTED IN THE ATTACHMENT TO PART XIV, LINE 3A; EACH SUCH GRANT WAS MADE SOLELY FOR THE CHARITABLE PURPOSE SPECIFIED THEREIN. Administrative Fees 16181 16181 Foundation Dues & Memberships 815 815 Indemnification Insurance 750 750 State or Local Filing Fees 200 200 Investment Management Services 9625 9625 990-PF Estimated Tax for 2023 1100 990-PF Excise Tax for 2022 128