WARREN & KATHARINE SCHLINGER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WARREN & KATHARINE SCHLINGER FOUNDATION (EIN 95-4494669)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202313069349102006
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T17:33:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472310177 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PARK PLAZA STE 950 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954494669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN & KATHARINE SCHLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARR | BusinessNameControlTxt |
| Phone | 7145010899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28202 CABOT ROAD 300 | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH CHRISMAN | PersonNm |
| Person Title | CFO AND SECRETARY | PersonTitleTxt |
| Phone | 7145010899 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | CHRISMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK C TACKMANN CPA MBA | PreparerPersonNm |
| PTIN | P00207473 | PTIN |
| Phone | 7146672600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $194,513,474 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,347 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,347 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,506,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,506,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,874,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,858,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,874,234 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,393,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,393,919 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,850 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,850 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $199,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,930 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $122,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,459 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $113,857 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,023 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $401,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $213,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,801,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,613,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,407,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,206,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $321,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,149 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $60,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $60,895 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $92,439,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,928,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,659,883 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,654,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,863,546 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,681,547 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $101,415,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,963,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,513,474 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $85,248 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $85,248 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,330,083 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,963,825 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,330,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,963,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,415,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,963,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,330,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,407,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,507 | OtherIncreasesAmt |
| Subtotal | $97,963,825 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,963,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 26150.0000 UNITED PARCEL SVC CL B | P | 2018-06-12 | 2022-12-19 | $4,579,981 | $3,092,368 | $1,487,613 | $1,487,613 |
| 441.0000 ISHARES SHORT TREASURY BOND ETF | P | 2022-07-12 | 2022-12-12 | $48,498 | $48,514 | -$16 | -$16 |
| 764.0000 J P MORGAN EXCHANGE ETF CUSIP ULTRA SHORT INCOME ETF | P | 2022-07-12 | 2022-12-12 | $38,352 | $38,246 | $106 | $106 |
| 3318.8960 MFS EMERGING MARKETS DEBT FD CL I | P | 2022-09-30 | 2022-10-13 | $37,105 | $47,914 | -$10,809 | -$10,809 |
| 2461.0560 JPMORGAN CORE BOND FD CL I | P | 2022-10-13 | 2022-12-12 | $25,250 | $24,488 | $762 | $762 |
| 106917.4960 JP MORGAN MORTGAGE BACKED SECS FD CL I | P | 2022-05-27 | 2022-06-23 | $1,117,088 | $1,223,009 | -$105,921 | -$105,921 |
| 1727.2790 T ROWE PRICE DIVIDEND GROWTH FUND INV CL | P | 2021-01-29 | 2022-01-21 | $119,528 | $100,959 | $18,569 | $18,569 |
| 1417.6030 JPMORGAN US VALUE FUND CL I | P | 2022-01-21 | 2022-12-12 | $98,420 | $97,156 | $1,264 | $1,264 |
| 64524.4870 JP MORGAN CORE PLUS BOND CL I | P | 2022-07-28 | 2022-10-13 | $452,962 | $481,977 | -$29,015 | -$29,015 |
| 5227.3100 BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST | P | 2021-01-29 | 2022-01-21 | $52,587 | $53,386 | -$799 | -$799 |
| 156.0000 ISHARES CORE S&P 500 ETF | P | 2017-08-21 | 2022-12-12 | $61,836 | $38,098 | $23,738 | $23,738 |
| 69585.4180 MFS EMERGING MARKETS DEBT FD CL I | P | 2019-11-24 | 2022-11-17 | $814,491 | $1,040,938 | -$226,447 | -$226,447 |
| 9073.9750 MFS VALUE FD CL I | P | 2018-01-22 | 2022-12-12 | $463,859 | $389,092 | $74,767 | $74,767 |
| 618.6550 MFS GROWTH FUND CL I | P | 2017-08-21 | 2022-12-12 | $86,305 | $55,079 | $31,226 | $31,226 |
| 39197.6420 MFS TOTAL RETURN BOND FUND CL I | P | 2020-05-10 | 2022-12-12 | $360,268 | $448,852 | -$88,584 | -$88,584 |
| 142406.0290 JP MORGAN MORTGAGE BACKED SECS FD CL I | P | 2021-05-27 | 2022-06-23 | $1,482,447 | $1,636,323 | -$153,876 | -$153,876 |
| 24186.9840 T ROWE PRICE DIVIDEND GROWTH FUND INV CL | P | 2021-01-29 | 2022-12-12 | $1,669,653 | $1,186,463 | $483,190 | $483,190 |
| 3324.6250 T ROWE PRICE SPECTRUM MODERATE ALLOC FD CL INV | P | 2017-08-21 | 2022-12-12 | $75,300 | $75,108 | $192 | $192 |
| 7386.6900 T ROWE PRICE SMALL CAP VALUE FUND INV CL | P | 2021-01-29 | 2022-12-12 | $371,033 | $387,971 | -$16,938 | -$16,938 |
| 91069.1960 MFS INTERNATIONAL DIVERS IFICATION FUND CL I | P | 2021-07-20 | 2022-12-12 | $1,885,683 | $1,670,411 | $215,272 | $215,272 |
| 81942.9520 JP MORGAN CORE PLUS BOND CL I | P | 2021-08-30 | 2022-10-13 | $577,725 | $715,898 | -$138,173 | -$138,173 |
| 3290.2250 JP MORGAN GROWTH ADVANTAGE FD CL I | P | 2017-12-14 | 2022-12-12 | $82,895 | $63,778 | $19,117 | $19,117 |
| 74910.8560 T ROWE PRICE OVERSEAS STOCK FUND INV CL | P | 2021-07-20 | 2022-12-12 | $762,976 | $764,908 | -$1,932 | -$1,932 |
| 25247.1130 BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST | P | 2021-01-29 | 2022-12-12 | $236,667 | $254,012 | -$17,345 | -$17,345 |
| 25576.1800 MFS LIMITED MATURITY FD CL I | P | 2018-04-17 | 2022-12-12 | $147,276 | $149,835 | -$2,559 | -$2,559 |
| 22094.2980 T ROWE PRICE NEW ASIA FUND INV CL | P | 2019-10-21 | 2022-12-12 | $371,948 | $399,451 | -$27,503 | -$27,503 |
| 4756.9990 BLACKROCK GLOBAL ALLOCATION FD INC INSTL | P | 2020-04-14 | 2022-12-12 | $80,914 | $85,240 | -$4,326 | -$4,326 |
| 12805.4770 BLACKROCK EMERGING MARKETS FUND INSTL | P | 2021-01-29 | 2022-12-12 | $287,319 | $414,395 | -$127,076 | -$127,076 |
| CAPITAL GAINS DIVIDENDS | P | $469,737 | $469,737 | $469,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,874,234 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$125,859 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114,065 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,065 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $174,301 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $264,301 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $735 | EsPenaltyAmt |
| Overpayment | $149,501 | OverpaymentAmt |
| Applied To ES Tax | $149,501 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STACY S SCHLINGER | IndividualWithBooksNm |
| Phone | 7145010899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28202 CABOT ROAD SUITE 300 | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH L CHRISMAN | ||||||||
| 28202 CABOT ROAD SUITE 300 | LAGUNA NIGUEL | CA | 92677 | CFO AND SECRETARY | 0.00 | $0 | $0 | $0 |
| NORMAN W SCHLINGER | ||||||||
| 28202 CABOT ROAD SUITE 300 | LAGUNA NIGUEL | CA | 92677 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $219,428,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $219,645,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $219,645,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,294,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,350,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,817,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,817,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,065 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114,065 | TotalTaxAmt |
| Distributable Before Adj | $10,703,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,703,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,703,464 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,613,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,613,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,703,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $258,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $909,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,167,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,613,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,703,464 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $910,396 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,078,158 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,078,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $258,405 | ExcessFromYear3Amt |
| Excess From Year1 | $909,357 | ExcessFromYear1Amt |
| Excess From Current Year | $910,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIVE & FREE - OMEGA BOYS CLUB | |||||||
| 1060 TENNESSEE ST | SAN FRANCISCO | CA | 94107 | NONE | EXEMPT | GENERAL SUPPORT | $17,000 |
| AMERICAN RED CROSS | |||||||
| 1320 NEWTON STREET | LOS ANGELES | CA | 90021 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| BEAR LEAGUE | |||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | EXEMPT | GENERAL SUPPORT | $250,000 |
| BOYS AND GIRLS OF NORTH LAKE TAHOE | |||||||
| PO BOX 1617 | KINGS BEACH | CA | 96143 | NONE | EXEMPT | GENERAL SUPPORT | $300,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC5-32 | PASADENA | CA | 91125 | NONE | EXEMPT | GENERAL SUPPORT AND SCHOLARSHIP PROGRAM | $1,000,000 |
| CARMEL BACH FESTIVAL | |||||||
| PO BOX 575 | CARMEL | CA | 93921 | NONE | EXEMPT | GENERAL SUPPORT | $35,000 |
| CHILDREN GIVING GIFTS INC | |||||||
| 13875 BUCKSKIN TRAIL DR | CORONA | CA | 92880 | NONE | EXEMPT | GENERAL SUPPORT | $175,000 |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD 120 | UPLAND | CA | 91786 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| COLEMAN CHAMBER MUSIC ASSOCIATION | |||||||
| 225 SOUTH LAKE AVE SUITE 300 | PASADENA | CA | 91101 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| COMMUNITY CONCERN FOR CATS | |||||||
| PO BOX 3795 | WALNUT CREEK | CA | 94598 | NONE | EXEMPT | GENERAL SUPPORT | $200,000 |
| CONTRA COSTA INTERFAITH HOUSING | |||||||
| 399 TAYLOR BLVD 115 | PLEASANT HILL | CA | 94523 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| FIVE ACRES-BOYS & GIRLS AID SOCIETY OF LA | |||||||
| 760 MOUNTAIN VIEW STREET | ALTADENA | CA | 91001 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| HOUSE EAR INSTITUTE | |||||||
| 2100 WEST THIRD STREET | LOS ANGELES | CA | 90057 | NONE | EXEMPT | GENERAL SUPPORT | $75,000 |
| HUMAN OUTREACH PROJECT | |||||||
| 7404 UNION PARK AVENUE | MIDVALE | UT | 84047 | NONE | EXEMPT | GENERAL SUPPORT | $350,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 686 S FAIR OAKS AVE | PASADENA | CA | 91105 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| INTERNATIONAL OCD FOUNDATION | |||||||
| PO BOX 961029 | BOSTON | MA | 02196 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| LAKE TAHOE WILDLIFE CARE INC | |||||||
| PO BOX 18530 | SOUTH LAKE TAHOE | CA | 96151 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| LINDSAY WILDLIFE EXPERIENCE | |||||||
| 1931 FIRST AVENUE | WALNUT CREEK | CA | 94597 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| LOS ANGELES OPERA | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| MAMMOTH LAKES FOUNDATION | |||||||
| PO BOX 1815 | MAMMOTH LAKES | CA | 93546 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| METHODIST HOSPITAL FOUNDATION | |||||||
| 300 WEST HUNTINGTON DRIVE | ARCADIA | CA | 91007 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| NATIONAL RIGHT TO WORK FOUNDATION | |||||||
| 8001 BRADDOCK ROAD SUITE 600 | SPRINGFIELD | VA | 22151 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| NORTHERN LIGHT SCHOOL | |||||||
| 3710 DORISA AVE | OAKLAND | CA | 94605 | NONE | EXEMPT | GENERAL SUPPORT | $250,000 |
| ONEONTA CONGREGATIONAL CHURCH | |||||||
| 1515 GARFIELD AVENUE | SOUTH PASADENA | CA | 91030 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| PASADENA CONSERVATORY OF MUSIC | |||||||
| 100 N HILL AVE STE 105 | PASADENA | CA | 91106 | NONE | EXEMPT | GENERAL SUPPORT | $6,000 |
| PASADENA SYMPHONY | |||||||
| 150 S LOS ROBLES AVE 460 | PASADENA | CA | 91101 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| PILGRIM PLACE | |||||||
| 625 MAYFLOWER RD | CLAREMONT | CA | 91711 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| SAN DIMAS SHERIFFS BOOSTER CLUB | |||||||
| PO BOX 712 | SAN DIMAS | CA | 91773 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| SCHLINGER CHRISMAN FOUNDATION | |||||||
| 426 ENNISBROOK DRIVE | SANTA BARBARA | CA | 93108 | FNDTN OF BOARD MEMBERS | EXEMPT | GENERAL SUPPORT | $3,252,000 |
| SCHLINGER FAMILY FOUNDATION | |||||||
| 65 ENTERPRISE STE 333 | ALISO VIEJO | CA | 92656 | FNDTN OF BOARD MEMBERS | EXEMPT | GENERAL SUPPORT | $3,252,000 |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVE | CLAREMONT | CA | 91711 | NONE | EXEMPT | SCHOLARSHIP FUND | $15,000 |
| THE ELEPHANT SANCTUARY IN TENNESSEE | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| TONY LARUSSAS ANIMAL RESCUE FOUNDATION | |||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | NONE | EXEMPT | GENERAL SUPPORT | $500,000 |
| TOURETTES ASSOCIATION OF AMERICA | |||||||
| 42-40 BELL BOULEVARD SUITE 205 | BAYSIDE | NY | 11361 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| UC SANTA BARBARA CHEMICAL ENGINEERING | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| UC REGENTS-BOOST AT BERKELEY HAAS (UC REGENTS - YOUNG ENTERPRENEUR) | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | NONE | EXEMPT | GENERAL SUPPORT | $750,000 |
| UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO | |||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| VILLA ESPERANZA SERVICES | |||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| YOUNG AMERICAS FOUNDATION | |||||||
| 11480 COMMERCE PARK DR SIXTH FLOOR | RESTON | VA | 20191 | NONE | EXEMPT | GENERAL SUPPORT | $8,000 |
| UC BERKELEY CHEMISTRY & CHEMICAL ENGINEER | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,347 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,506,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,874,234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,393,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,393,919 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XV, LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | IN ADDITION TO PUBLIC CHARITIES, THE FOUNDATION GRANTED MONEY TO TWO RELATED FOUNDATIONS TOTALING $6,504,000 IN 2022. A QUALIFYING DEDUCTION IS CLAIMED FOR THIS AMOUNT UNDER IRC SECTION 4942(G)(3)(A) BASED ON THE RECIPIENTS ORGANIZATIONS' DISTRIBUTION FROM CORPUS TO PUBLIC CHARITIES WITHIN THE PRESCRIBED TIME PERIOD. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS - FIXED INCOME | BondNm |
| EOY Book Value | $8,863,546 | EOYBookValueAmt |
| EOYFMV | $8,681,547 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED PARCEL SERVICE | $68,295,927 | $165,782,516 |
| MUTUAL FUNDS - EQUITIES | $20,632,308 | $19,877,367 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $18,850 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,850 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,225 | $0 | $0 | $2,225 |
| BANK CHARGES | $67 | $0 | $0 | $67 |
| OTHER EXPENSES | $28,731 | $0 | $0 | $28,731 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $41,507 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME TAX EXPENSE | Desc |
| BOY Book Value | $85,248 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML MANAGEMENT FEES | CategoryTxt |
| Amt | $199,295 | Amt |
| Net Investment Income | $179,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,930 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF WARREN G SCHLINGER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28202 CABOT ROAD SUITE 300 | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $8,459 | $8,459 | $0 | $0 |
| TAXES PAID | $113,857 | $0 | $0 | $113,857 |
Comments