2022-10-20T15:53:59-05:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 522390970 Schlinger Family Foundation % Foundation Source SCHL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NORMAN SCHLINGER PRESIDENT 8008391754 2022-10-09 true NORMAN SCHLINGER 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 5913946 X 3285000 8588 8588 39150 39150 201217 1140483 201217 3533955 248955 0 15250 0 0 15250 13016 13016 2545 19155 150 19005 49966 13166 0 34255 2474000 2474000 2523966 13166 0 2508255 1009989 235789 2410789 3369163 3369163 1812091 1863706 2544783 4222880 5232869 5913946 0 0 X 4222880 5232869 4222880 5232869 4222880 5232869 4222880 1009989 5232869 5232869 Publicly-traded Securities 1140483 939266 201217 201217 201217 3277 3277 3277 1608 0 1800 3408 X 0 131 131 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 2529977 1953307 0 4483284 0 4483284 67249 4416035 220802 220802 3277 3277 217525 217525 217525 2508255 0 0 0 0 2508255 217525 173084 2019 2018 2017 2508255 173084 2320000 15171 0 0 0 2320000 202354 2320000 NONE X CHILDRENS HEALTH DEFENSE 8907 KEY W ISLAND WAY RIVERVIEW FL 33578 N/A PC California Chapter Legal Fund 2500 COMMUNITY ENVIRONMENTAL COUNCIL INC 1219 STATE ST STE A SANTA BARBARA CA 93101 N/A PC General & Unrestricted 15000 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General & Unrestricted 20000 ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE ST 7-115 SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 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 10000 BOYS & GIRLS CLUB OF CAPISTRANO VALLEY 1 VIA POSITIVA SAN JUAN CAPO CA 92675 N/A PC General & Unrestricted 10000 BOYS & GIRLS CLUBS OF BREA PLACENTIA YORBA LINDA 502 SIEVERS AVE BREA CA 92821 N/A PC General & Unrestricted 800 BOYS AND GIRLS CLUB OF THE SOUTH COAST 1304 CALLE VALLE SAN CLEMENTE CA 92672 N/A PC General & Unrestricted 10000 BOYS CLUB OF BUENA PARK 7758 KNOTT AVE BUENA PARK CA 90620 N/A PC General & Unrestricted 10000 BRAZOS VALLEY CARES INC PO BOX 9512 COLLEGE STA TX 77842 N/A PC General & Unrestricted 7300 CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY D 65-1120 MAMALAHOA HWY KAMUELA HI 96743 N/A PC General & Unrestricted 50000 CHILDRENS 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GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 300000 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 15000 FAMILY ASSISTANCE MINISTRIES 1030 CALLE NEGOCIO SAN CLEMENTE CA 92673 N/A PC General & Unrestricted 10000 FLAMENCO ARTS FESTIVAL INC PO BOX 90217 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 5000 FLATHEAD LAND TRUST INC PO BOX 1913 KALISPELL MT 59903 N/A PC General & Unrestricted 10000 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 10000 FRIENDS OF THE SEA LION INC - PACIFIC MARINE MAMMA 20612 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 10000 GIANT COMMUNITY FUND 24 WILLIE MAYS PLZ SAN FRANCISCO CA 94107 N/A PC Willie Mays Scholarship Fund 25000 GIRLS INCORPORATED OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 N/A PC General & Unrestricted 20000 GIRLS ROCK SB 100 MIRAMAR AVE SANTA BARBARA CA 93108 N/A PC General & Unrestricted 5000 GRACE PLACE FOR CHILDREN AND FAMILIES INC PO BOX 990531 NAPLES FL 34116 N/A PC General & Unrestricted 10000 GRADES OF GREEN INC 1730 E HOLLY AVE EL SEGUNDO CA 90245 N/A PC General & Unrestricted 5000 GWENDOLYN STRONG FOUNDATION 27 W ANAPAMU ST NO 177 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 HAWAII COMMUNITY FOUNDATION 827 FORT ST MALL HONOLULU HI 96813 N/A PC General & Unrestricted 3400 HIGH HOPES NEUROLOGICAL RECOVERY GROUP INC 2953 EDINGER AVE TUSTIN CA 92780 N/A PC General & Unrestricted 25000 HUMAN THERAPY ON HORSEBACK INC 80 CREEKWOOD TRAIL KALISPELL MT 59901 N/A PC General & Unrestricted 5000 IGLESIA DE CRISTO MINISTERIOS EBENEZER 8115 CLKYBOURN AVE SUN VALLEY CA 91352 N/A PC General & Unrestricted 5000 LOS PADRES FOREST WATCH PO BOX 831 SANTA BARBARA CA 93102 N/A PC General & Unrestricted 10000 MIDWEST FOOD BANK NFP - ARIZONA DIVISION 725 E BASELINE RD 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92627 N/A PC General & Unrestricted 10000 REDWOOD PARKS CONSERVANCY 1111 2ND ST CRESCENT CITY CA 95531 N/A PC General & Unrestricted 10000 SAN MARCOS HIGH SCHOOL ATHLETIC BOOSTER CLUB 4750 HOLLISTER AVE SANTA BARBARA CA 93110 N/A PC San Marcos High School Football Program 1000 SANTA BARBARA BOTANIC GARDEN INC 1212 MISSION CANYON RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE ST 6TH FLOOR SANTA BARBARA CA 93101 N/A PC General & Unrestricted 15000 SANTA BARBARA FOUNDATION 1111 CHAPALA ST STE 200 SANTA BARBARA CA 93101 N/A PC Foothills Forever Fund 20000 SANTA BARBARA HISTORICAL MUSEUM 136 E DE LA GUERRA ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 SANTA BARBARA PUBLIC LIBRARY FOUNDATION 40 E ANAPAMU ST SANTA BARBARA CA 93101 N/A PC Library Plaza Campaign 10000 SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION INC PO BOX 1623 BUELLTON CA 93427 N/A PC General & Unrestricted 5000 SANTA YNEZ VALLEY HISTORICAL SOCIETY 3596 SAGUNTO ST SANTA YNEZ CA 93460 N/A PC General & Unrestricted 5000 SANTA YNEZ VALLEY HUMANE SOCIETY PO BOX 335 BUELLTON CA 93427 N/A PC General & Unrestricted 5000 SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION 1400 W HWY 246 BUELLTON CA 93427 N/A PC General & Unrestricted 15000 SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM PO BOX 256 SOLVANG CA 93464 N/A PC General & Unrestricted 5000 SEA SHEPHERD CONSERVATION SOCIETY PO BOX 8628 ALEXANDRIA VA 22306 N/A PC General & Unrestricted 100000 SEED SAVERS EXCHANGE INC 3094 N WINN RD DECORAH IA 52101 N/A PC General & Unrestricted 10000 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 50000 SPARROWS NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 N/A PC General & Unrestricted 20000 SPECIAL OLYMPICS MONTANA INC PO BOX 3507 GREAT FALLS MT 59403 N/A PC General & Unrestricted 10000 ST JUDE HOSPITAL 101 E VALENCIA MESA DR FULLERTON CA 92835 N/A PC General & Unrestricted 150000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 25000 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 5000 THE EPOCH TIMES MEDIA GROUP LOS ANGELES 9550 FLAIR DR STE 402 EL MONTE CA 91731 N/A PC General & Unrestricted 5000 THE LAGUNA PLAYHOUSE PO BOX 1747 LAGUNA BEACH CA 92652 N/A PC General & Unrestricted 5000 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 N/A PC General & Unrestricted 50000 THE PRENTICE SCHOOL 18341 LASSEN DR SANTA ANA CA 92705 N/A PC General & Unrestricted 220000 THE PRENTICE SCHOOL 18341 LASSEN DR SANTA ANA CA 92705 N/A PC Mind Masters program 30000 TROUT UNLIMITED PO BOX 7186 MISSOULA MT 59807 N/A PC General & Unrestricted 15000 UNIVERSITY OF WASHINGTON FOUNDATION BOX 355726 224 GOULD HALL SEATTLE WA 98195 N/A PC Polar/glacier research led by Michelle Koutnik 5000 WHALE MUSEUM PO BOX 945 FRIDAY HARBOR WA 98250 N/A PC General & Unrestricted 10000 WHITEFISH LAKE INSTITUTE 550 E LST ST 103 WHITEFISH MT 59937 N/A PC General & Unrestricted 10000 WILDERNESS WATCH INC PO BOX 9175 MISSOULA MT 59807 N/A PC General & Unrestricted 5000 WORKING WARDROBES FOR A NEW START 2000 E MCFADDEN AVE SANTA ANA CA 92705 N/A PC General & Unrestricted 20000 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758517 TOPEKA KS 66675 N/A PC General & Unrestricted 20000 YORBA LINDA FRIENDS CHURCH 5091 MOUNTAIN VIEW AVE YORBA LINDA CA 92886 N/A PC T.K. and K programs 100000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 N/A PC San Diego Zoo Wildlife Alliance Program: Exploring Conservation Science Field Trips at the Beckman Center for Conservation Research 15000 2474000 14 8588 14 39150 18 201217 248955 248955 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 3285000 X Audit Fees 15250 15250 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 $2,320,000 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 $2,320,000 in the taxable year ending December 31, 2020 and $3,285,000 in the taxable year ending December 31, 2021 from Warren & Katharine Schlinger Foundation, a private nonoperating foundation. As reported in Part XII, Line 7, the Foundation hereby elects to treat $2,320,000 of its 2021 qualifying distributions as distributions out of corpus to satisfy the distribution requirements imposed by Interal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). $2,320,000 is applied to the amount received in 2020, and $3,285,000 must be redistributed in 2022 relating to the grant received in 2021. BLACKROCK EMERGING MARKETS FUN 60626 55109 BLACKROCK GLOBAL ALLOC INSTL 116621 131216 BLACKROCK STRAT INC OPP PORTFO 122184 120290 T ROWE PRICE FLOATING RATE FD 95 95 ISHARES S&P 500 INDEX FD 21649 50561 JPMORGAN CORE PLUS BOND FUND 40504 38975 JPMORGAN GROWTH ADVANTAGE SELE 58451 79734 JPMORGAN MORTGAGE BACKED SECUR 160705 158695 MFS EMERGING MARKETS DEBT FUND 60754 58202 MFS INTERNATIONAL DIVERSIFICAT 139077 169257 MFS LIMITED MATURITY FUND CLAS 120140 120091 MFS RESEARCH BOND FD CL I 40443 39112 MFS SERIES TRUST II MFS EMERGI 55338 99091 MFS VALUE I 186974 247901 T ROWE PRICE DIV GROWTH FUND L 142461 193546 T. ROWE PRICE NEW ASIA FUND 73486 73798 T. ROWE PRICE OVERSEAS STOCK F 79173 92730 T. ROWE PRICE PERSONAL STRATEG 108981 128352 T. ROWE PRICE SMALL-CAP VALUE 66911 77159 UNITED PARCEL SERVICE 209133 610869 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, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,300,916. This amount represents 25% or more of the Foundation's net assets of $4,794,599 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. 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 16560 16560 Foundation Dues & Memberships 1545 1545 Indemnification Insurance 750 750 State or Local Filing Fees 150 150 BANK CHARGES 150 150 Investment Management Services 13016 13016 990-PF Estimated Tax for 2021 1600 990-PF Extension for 2020 945