WARREN & KATHARINE SCHLINGER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WARREN & KATHARINE SCHLINGER FOUNDATION (EIN 95-4494669)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349107315
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:19:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 9493306555 | 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 | 9493306555 | PhoneNum |
| Signature | 2022-11-07 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $244,862,135 | 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 | $270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,917,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,917,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,629,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,683,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,629,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,547,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,547,382 | 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 | $1,170 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $220,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $198,103 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,011 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $206,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,898 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $194,556 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,901 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $464,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,488 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,509,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,509,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,973,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,763,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $573,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,337,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $701,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $321,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $321,569 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $29,308 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $90,531,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,439,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,859,019 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,495,564 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,654,349 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,681,547 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $100,758,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,415,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,862,135 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $85,248 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,248 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $100,758,425 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $101,330,083 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,758,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,330,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,758,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,415,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,758,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $573,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $101,332,318 | SubtotalAmt |
| Other Decreases | $2,235 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,330,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000.0000 SHS CVS HEALTH CORP | P | 2018-06-11 | 2021-11-19 | $92,995 | $66,760 | $26,235 | $26,235 |
| 1000.0000 SHS COCA COLA COM | P | 2018-06-11 | 2021-11-19 | $54,852 | $44,068 | $10,784 | $10,784 |
| 1000.0000 SHS ISHARES RUSSELL 1000 | P | 2018-06-11 | 2021-11-19 | $164,324 | $124,295 | $40,029 | $40,029 |
| 1000.0000 SHS PEPSICO INC | P | 2018-06-11 | 2021-11-19 | $163,599 | $102,845 | $60,754 | $60,754 |
| 1000.0000 SHS PROCTER & GAMBLE CO | P | 2018-06-11 | 2021-11-19 | $147,274 | $77,320 | $69,954 | $69,954 |
| 12448.0000 SHS MFS VALUE FD | P | 2018-06-11 | 2021-11-19 | $677,545 | $499,787 | $177,758 | $177,758 |
| 23200.0000 SHS UNITED PARCEL SVC | P | 1994-09-01 | 2021-12-09 | $4,896,036 | $151,264 | $4,744,772 | $4,744,772 |
| 11966.0000 SHS ISHARES EDGE MSCI | P | 2020-10-12 | 2021-01-29 | $800,755 | $718,190 | $82,565 | $82,565 |
| 2408.0000 SHS JP MORGAN EXCHANGE ETF | P | 2020-10-12 | 2021-01-29 | $173,127 | $173,070 | $57 | $57 |
| 108515.0200 SHS T ROW PRICE FLOATING | P | 2021-11-30 | 2021-12-16 | $1,038,489 | $1,035,358 | $3,131 | $3,131 |
| 59913.4000 SHS MFS CORPORATE BOND | P | 2021-04-30 | 2021-05-20 | $928,601 | $890,002 | $38,599 | $38,599 |
| 1506.9000 SHS JP MORGAN MORTGAGE | P | 2021-04-13 | 2021-11-03 | $17,194 | $17,193 | $1 | $1 |
| 5200.8600 SHS T ROWE PRICE SMALL CAP | P | 2021-01-29 | 2021-11-03 | $332,897 | $274,761 | $58,136 | $58,136 |
| 14387.1900 SHS BLACKROCK HL SC OPP INST | P | 2021-01-29 | 2021-04-13 | $1,141,480 | $988,060 | $153,420 | $153,420 |
| 2042.5510 SHS BLACKROCK STRATEGIC | P | 2021-01-29 | 2021-11-03 | $21,038 | $21,038 | $0 | $0 |
| 387.2210 SHS T ROWE PRICE COMM | P | 2020-12-16 | 2021-07-20 | $77,112 | $65,536 | $11,576 | $11,576 |
| 3800.5510 SHS BLACKROCK GLOBAL | P | 2020-04-14 | 2021-01-29 | $82,168 | $68,296 | $13,872 | $13,872 |
| 346.7580 SHS BLACKROCK EMERGING | P | 2021-01-29 | 2021-11-03 | $10,958 | $10,958 | $0 | $0 |
| 30593.0000 SHS ISHARES EDGDE MSCI | P | 2019-10-21 | 2021-01-29 | $2,047,260 | $1,946,069 | $101,191 | $101,191 |
| 311.0000 SHS ISHARES CORE S&P 500 ETF | P | 2017-08-21 | 2021-11-03 | $135,856 | $75,951 | $59,905 | $59,905 |
| 20669.0000 SHS JP MORGAN EXCHANGE ETF | P | 2019-10-21 | 2021-01-29 | $1,049,988 | $1,043,979 | $6,009 | $6,009 |
| 40428.5800 SHS MFS EMERGING MARKETS | P | 2019-10-21 | 2021-11-03 | $594,462 | $591,436 | $3,026 | $3,026 |
| 7509.4400 SHS MFS VALUE FD | P | 2018-01-22 | 2021-11-03 | $394,195 | $322,005 | $72,190 | $72,190 |
| 1400.5600 SHS MFS GROWTH FUND | P | 2017-08-21 | 2021-11-03 | $263,598 | $124,692 | $138,906 | $138,906 |
| 138978.2600 SHS MFS TOTAL RETURN BOND | P | 2020-07-17 | 2021-11-03 | $1,577,518 | $1,503,549 | $73,969 | $73,969 |
| 7299.8700 SHS T ROWE PRICE DIVIDEND | P | 2019-08-15 | 2021-11-03 | $500,260 | $356,088 | $144,172 | $144,172 |
| 4748.8100 SHS T ROWE PRICE SPECTRUM | P | 2017-08-21 | 2021-11-03 | $134,000 | $113,639 | $20,361 | $20,361 |
| 8729.9600 SHS MFS INTERNATIONAL DIVERS | P | 2019-01-30 | 2021-11-03 | $216,699 | $158,711 | $57,988 | $57,988 |
| 208046.1400 SHS MFS INTERNATIONAL DIVERS | P | 2020-02-13 | 2021-11-03 | $1,774,958 | $1,749,631 | $25,327 | $25,327 |
| 7327.0200 SHS JP MORGAN GROWTH | P | 2017-08-21 | 2021-11-03 | $259,334 | $137,089 | $122,245 | $122,245 |
| 71302.3900 SHS T ROWE PRICE OVERSEAS | P | 2019-01-30 | 2021-11-03 | $866,661 | $710,172 | $156,489 | $156,489 |
| 2207.7410 SHS MFS LIMITED MATURITY | P | 2018-04-17 | 2021-11-03 | $13,291 | $12,982 | $309 | $309 |
| 872.7220 SHS T ROWE PRICE NEW ASIA | P | 2019-10-21 | 2021-11-03 | $21,740 | $15,849 | $5,891 | $5,891 |
| 5864.7600 SHS T ROWE PRICE COMM | P | 2020-07-17 | 2021-07-20 | $1,186,323 | $794,021 | $392,302 | $392,302 |
| 3860.3340 SHS BLACKROCK GLOBAL | P | 2020-04-14 | 2021-11-03 | $85,699 | $69,370 | $16,329 | $16,329 |
| CAPITAL GAINS DIVIDENDS | P | $741,549 | $741,549 | $741,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,629,801 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $361,357 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171,490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171,490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,936 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $130,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $215,936 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $145 | EsPenaltyAmt |
| Overpayment | $44,301 | OverpaymentAmt |
| Applied To ES Tax | $44,301 | 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 | $223,358,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $223,870,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $223,870,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,358,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $220,512,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,025,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,025,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171,490 | TotalTaxAmt |
| Distributable Before Adj | $10,854,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,854,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,854,131 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,763,488 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,763,488 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,854,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $258,405 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $258,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,763,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,854,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $909,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,167,762 | 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 | $1,167,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $258,405 | ExcessFromYear2Amt |
| Excess From Current Year | $909,357 | 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 | $15,000 |
| 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 | $150,000 |
| 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 | $60,000 |
| 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 | $7,500 |
| 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 | $35,000 |
| 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 | $6,500 |
| 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 | $12,000 |
| SAN DIMAS SHERIFFS BOOSTER CLUB | |||||||
| PO BOX 712 | SAN DIMAS | CA | 91773 | NONE | EXEMPT | GENERAL SUPPORT | $40,000 |
| SCHLINGER CHRISMAN FOUNDATION | |||||||
| 426 ENNISBROOK DRIVE | SANTA BARBARA | CA | 93108 | FNDTN OF BOARD MEMBERS | EXEMPT | GENERAL SUPPORT | $3,285,000 |
| SCHLINGER FAMILY FOUNDATION | |||||||
| 65 ENTERPRISE STE 333 | ALISO VIEJO | CA | 92656 | FNDTN OF BOARD MEMBERS | EXEMPT | GENERAL SUPPORT | $3,285,000 |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVE | CLAREMONT | CA | 91711 | NONE | EXEMPT | SCHOLARSHIP FUND | $15,000 |
| 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 | $600,000 |
| UC REGENTS-UC BERKELEY HAAS SCHOOL | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | NONE | EXEMPT | GENERAL SUPPORT | $200,000 |
| 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 | $11,509,000 | 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 | $270 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,917,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,629,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,547,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,547,382 | 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 | $32,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,850 | 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 $6,570,000 IN 2021. 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 | $8,654,349 | 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 | $71,388,296 | $210,010,332 |
| MUTUAL FUNDS - EQUITIES | $21,051,117 | $25,848,687 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,170 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,170 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $2,235 | Amt |
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 | $2,200 | $0 | $0 | $2,200 |
| BANK CHARGES | $62 | $0 | $0 | $62 |
| OTHER EXPENSES | $1,639 | $0 | $0 | $1,639 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME TAX EXPENSE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $85,248 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML MANAGEMENT FEES | CategoryTxt |
| Amt | $220,114 | Amt |
| Net Investment Income | $198,103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,011 | 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 | $11,898 | $11,898 | $0 | $0 |
| TAXES PAID | $194,556 | $0 | $0 | $194,556 |
Comments