SCHLINGER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHLINGER FAMILY FOUNDATION (EIN 52-2390970)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202113069349101656
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T16:11:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522390970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schlinger Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCHL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN W SCHLINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMAN W | PersonFirstNm |
| Person Last | SCHLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,794,599 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,320,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,977 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,977 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $866,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,084 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,443,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $15,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,087 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,459 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,128,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,128,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,173,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,160,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,047,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,410,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,410,789 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,905,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,812,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,383,810 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,953,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,222,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,794,599 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,953,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,222,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,953,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,222,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,953,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,222,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,953,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,758 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,222,880 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,222,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $866,021 | GrossSalesPriceAmt |
| Cost Or Other Basis | $797,937 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,084 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,084 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,084 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,542 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,542 | SubtotalAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $605 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $945 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Greg S Schlinger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 0.0 | $0 | $0 | $0 |
| Leanne M Schlinger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 0.0 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,185,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,660,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,845,760 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,845,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,788,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,542 | TotalTaxAmt |
| Distributable Before Adj | $187,862 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $187,862 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $187,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,160,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,160,709 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,160,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $159,274 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $2,160,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $159,274 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $1,986,657 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,986,657 | TotalCorpusAmt |
| Undistributed Income CY | $173,084 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,986,657 | CorpusDistri170b1EOr4942g3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A COMPAS INC | |||||||
| PO BOX 30594 | SANTA BARBARA | CA | 93130 | N/A | PC | FLAMENCO DANCE SCHOLARSHIP FUND | $5,000 |
| AIDS SERVICES FOUNDATION ORANGE COUNTY | |||||||
| 17982 SKY PARK CIR STE J | IRVINE | CA | 92614 | N/A | PC | General & Unrestricted | $10,000 |
| AIDS SERVICES FOUNDATION ORANGE COUNTY | |||||||
| 17982 SKY PARK CIR STE J | IRVINE | CA | 92614 | N/A | PC | COVID-19 Mental Health Matters Campaign | $20,000 |
| ALZHEIMERS ORANGE COUNTY | |||||||
| 2515 MCCABE WAY STE 200 | IRVINE | CA | 92614 | N/A | PC | General & Unrestricted | $10,000 |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE ST 7-115 | SANTA BARBARA | CA | 93105 | N/A | PC | General & Unrestricted | $15,000 |
| ARBOR LEARNING COMMUNITY | |||||||
| 17372 MELBOURNE LN | YORBA LINDA | CA | 92886 | N/A | PC | General & Unrestricted | $10,000 |
| ARTS OUTREACH | |||||||
| PO BOX 755 | LOS OLIVOS | CA | 93441 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUB OF CAPISTRANO VALLEY | |||||||
| 1 POSITIVIA | SAN JUAN CAPISTRANO | CA | 92675 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS & GIRLS CLUBS OF BREA PLACENTIA YORBA LINDA | |||||||
| 502 SIEVERS AVE | BREA | CA | 92821 | N/A | PC | General & Unrestricted | $26,000 |
| BOYS AND GIRLS CLUB OF THE SOUTH COAST | |||||||
| 1304 CALLE VALLE | SAN CLEMENTE | CA | 92672 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS CLUB OF BUENA PARK | |||||||
| 7758 KNOTT AVE | BUENA PARK | CA | 90620 | N/A | PC | General & Unrestricted | $10,000 |
| C A R E 4 PAWS INC | |||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | N/A | PC | General & Unrestricted | $3,000 |
| CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY | |||||||
| 65-1120 MAMALAHOA HWY | KAMUELA | HI | 96743 | N/A | PC | General & Unrestricted | $50,000 |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY ST STE 520 | SAN FRANCISCO | CA | 94105 | N/A | PC | Redwood National and State Parks: Smith River State Park | $3,500 |
| CALIFORNIANS FOR POPULATION STABILIZATION INC | |||||||
| 675 E SANTA CLARA ST | VENTURA | CA | 93002 | N/A | PC | General & Unrestricted | $5,000 |
| CENTRAL COAST AQUARIUM | |||||||
| 50 SAN JUAN ST | AVILA BEACH | CA | 93424 | N/A | PC | General & Unrestricted | $3,000 |
| CENTRAL COAST COMMISSION FOR SENIOR CITIZENS | |||||||
| 528 S BROADWAY | SANTA MARIA | CA | 93454 | N/A | PC | General & Unrestricted | $7,000 |
| CHILDRENS MUSEUM OF SANTA BARBARA | |||||||
| 125 STATE ST | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $25,000 |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | N/A | PC | General & Unrestricted | $25,000 |
| COMMUNITY ENVIRONMENTAL COUNCIL INC | |||||||
| 26 W ANAPAMU ST FL 2ND | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $50,000 |
| COURT APPOINTED SPECIAL ADVOCATE | |||||||
| 1505 E 17TH ST STE 214 | SANTA ANA | CA | 92705 | N/A | PC | General & Unrestricted | $10,000 |
| CRYSTAL COVE CONSERVANCY | |||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | N/A | PC | General & Unrestricted | $2,000 |
| DISABLED SPORTS USA | |||||||
| PO BOX 24856 | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $5,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 |
| EASTERN SIERRA LAND TRUST | |||||||
| PO BOX 755 | BISHOP | CA | 93515 | N/A | PC | General & Unrestricted | $15,000 |
| EDDIE NASH FOUNDATION | |||||||
| 155 N RIVERVIEW DR STE 116 | ANAHEIM | CA | 92808 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN ST | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $115,000 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN ST | SANTA BARBARA | CA | 93101 | N/A | PC | Endowment Fund | $100,000 |
| FAMILY ASSISTANCE MINISTRIES | |||||||
| 1030 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | N/A | PC | General & Unrestricted | $5,000 |
| FLATHEAD LAND TRUST INC | |||||||
| PO BOX 1913 | KALISPELL | MT | 59903 | N/A | PC | General & Unrestricted | $20,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | N/A | PC | Senior Citizen Meal Delivery | $5,000 |
| FOREST TRENDS ASSOCIATION | |||||||
| 1203 19TH ST NW 4TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 |
| FRIENDS OF THE EASTERN CALIFORNIA MUSEUM | |||||||
| PO BOX 33 | INDEPENDENCE | CA | 93526 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE EASTERN CALIFORNIA MUSEUM | |||||||
| PO BOX 33 | INDEPENDENCE | CA | 93526 | N/A | PC | Eastern California Conservation Education | $4,000 |
| FRIENDS OF THE INYO | |||||||
| 621 W LINE ST STE 201 | BISHOP | CA | 93514 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF THE SEA LION INC - PACIFIC MARINE MAMMA | |||||||
| 20612 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | N/A | PC | General & Unrestricted | $5,000 |
| GIANT COMMUNITY FUND | |||||||
| 24 WILLIE MAYS PLZ | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $10,000 |
| GRACE PLACE FOR CHILDREN AND FAMILIES INC | |||||||
| 4300 21ST AVE SW | NAPLES | FL | 34116 | N/A | PC | General & Unrestricted | $10,000 |
| GRADES OF GREEN INC | |||||||
| 1730 E HOLLY AVE | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $8,000 |
| GUNNERS LIGHT FOUNDATION | |||||||
| 437 MARGRETHE RD | KALISPELL | MT | 59901 | N/A | PC | General & Unrestricted | $10,000 |
| GWENDOLYN STRONG FOUNDATION | |||||||
| 27 W ANAPAMU ST NO 177 | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $10,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | General & Unrestricted | $10,000 |
| HISTORY CENTER OF SAN LUIS OBISPO COUNTY | |||||||
| 696 MONTEREY ST | SaN LUIS OBISPo | CA | 93401 | N/A | PC | General & Unrestricted | $5,000 |
| HUMAN THERAPY ON HORSEBACK INC | |||||||
| 80 CREEKWOOD TRAIL | KALISPELL | MT | 59901 | N/A | PC | General & Unrestricted | $5,000 |
| LIGHTHOUSE CHRISTIAN HOME AND SERVICES INC | |||||||
| 384 N SOMERS RD | KALISPELL | MT | 59901 | N/A | PC | General & Unrestricted | $21,700 |
| LOS PADRES FOREST WATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | N/A | PC | General & Unrestricted | $13,500 |
| MEALS ON WHEELS FOUNDATION | |||||||
| 1760 E 12TH ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $10,000 |
| MIDWEST FOOD BANK NFP - ARIZONA DIVISION | |||||||
| 725 E BASELINE RD | GILBERT | AZ | 85233 | N/A | PC | General & Unrestricted | $15,000 |
| MISSION PLASTICOS | |||||||
| 8502 E CHAPMAN AVE 447 | ORANGE | CA | 92869 | N/A | PC | General & Unrestricted | $25,000 |
| MONTANA LAND RELIANCE | |||||||
| PO BOX 355 | HELENA | MT | 59624 | N/A | PC | General & Unrestricted | $10,000 |
| NATURAL RESERVE SYSTEM - SEDGWICK RESERVE | |||||||
| MAIL CODE 6150 | SANTA BARBARA | CA | 93106 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH ORANGE CHRISTIAN CHURCH | |||||||
| 1001 E LINCOLN AVE | ORANGE | CA | 92865 | N/A | PC | General & Unrestricted | $2,000 |
| OCEAN DEFENDERS ALLIANCE | |||||||
| 19744 BEACH BLVD BOX 446 | HUNTINGToN BEACH | CA | 92648 | N/A | PC | General & Unrestricted | $6,000 |
| OCEAN INSTITUTE | |||||||
| 24200 DANA POINT HARBOR DR | DANA POINT | CA | 92629 | N/A | PC | General & Unrestricted | $50,000 |
| ORANGE COUNTY RONALD MCDONALD HOUSE | |||||||
| 765 S PASADENA AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $5,000 |
| ORANGEWOOD CHILDREN'S HOME | |||||||
| 401 THE CITY DR | ORANGE | CA | 92868 | N/A | GOV | General & Unrestricted | $10,000 |
| PATRIOTS AND PAWS | |||||||
| 9121 ATLANTA AVE 471 | HUNTINGTON BEACH | CA | 92646 | N/A | PC | General & Unrestricted | $20,000 |
| PEABODY CHARTER SCHOOL FOUNDATION | |||||||
| 3018 CALLE NOGUERA | SANTA BARBARA | CA | 93105 | N/A | PC | FSA Counselor support | $30,000 |
| PETS FOR THE ELDERLY FOUNDATION | |||||||
| C/O TAFT 200 PUBLIC SQ STE 3 | CLEVELAND | OH | 44114 | N/A | PC | General & Unrestricted | $10,000 |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE STE 202 | COSTA MESA | CA | 92627 | N/A | PC | General & Unrestricted | $10,000 |
| REDWOOD PARKS CONSERVANCY | |||||||
| 1111 2ND ST | CRESCENT CITY | CA | 95531 | N/A | PC | General & Unrestricted | $3,500 |
| RETURN TO FREEDOM INC | |||||||
| 4115 JALAMA RD | LOMPOC | CA | 93436 | N/A | PC | General & Unrestricted | $10,000 |
| SANDBOX GROUP INC | |||||||
| 9935 D REA RD | CHARLOTTE | NC | 28277 | N/A | PC | To purchase Masks | $2,000 |
| SANTA BARBARA BOWL FOUNDATION | |||||||
| 1122 N MILPAS ST | SANTA BARBARA | CA | 93103 | N/A | PC | General & Unrestricted | $10,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | |||||||
| 1214 STATE ST 6TH FL | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $10,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | N/A | PC | General & Unrestricted | $10,000 |
| SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION INC | |||||||
| PO BOX 1623 | BUELLTON | CA | 93427 | N/A | PC | General & Unrestricted | $5,000 |
| SANTA YNEZ VALLEY HISTORICAL SOCIETY | |||||||
| 3596 SAGUNTO ST | SANTA YNEZ | CA | 93460 | N/A | PC | General & Unrestricted | $5,000 |
| SANTA YNEZ VALLEY HUMANE SOCIETY | |||||||
| PO BOX 335 | BUELLTON | CA | 93427 | N/A | PC | General & Unrestricted | $5,000 |
| SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL | |||||||
| 1745 MISSION DR | SOLVANG | CA | 93463 | N/A | PC | General & Unrestricted | $10,000 |
| SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION | |||||||
| 1400 W HWY 246 | BUELLTON | CA | 93427 | N/A | PC | General & Unrestricted | $5,000 |
| SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM | |||||||
| PO BOX 256 | SOLVANG | CA | 93464 | N/A | PC | General & Unrestricted | $5,000 |
| SAWDUST FESTIVAL CORPORATION | |||||||
| 935 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | N/A | PC | General & Unrestricted | $1,600 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General & Unrestricted | $333,000 |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | N/A | PC | General & Unrestricted | $75,000 |
| SOLVANG FRIENDSHIP HOUSE | |||||||
| 880 FRIENDSHIP LN | SOLVANG | CA | 93463 | N/A | PC | General & Unrestricted | $15,000 |
| SOUTH COUNTY OUTREACH | |||||||
| 7 WHATNEY STE B | IRVINE | CA | 92618 | N/A | PC | General & Unrestricted | $100,000 |
| SPARROWS NEST OF NW MT | |||||||
| PO BOX 8384 | KALISPELL | MT | 59904 | N/A | PC | General & Unrestricted | $10,000 |
| SPECIAL OLYMPICS MONTANA INC | |||||||
| 701 1ST AVE N | GREAT FALLS | MT | 59401 | N/A | PC | General & Unrestricted | $20,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $25,000 |
| STRIKEOUT FOR A CAUSE INC | |||||||
| 9348 PEBBLE BEACH DR | SANTEE | CA | 92071 | N/A | PC | General & Unrestricted | $5,000 |
| STUART C GILDRED FAMILY YMCA | |||||||
| 900 N REFUGIO RD | SANTA YNEZ | CA | 93460 | N/A | PC | General & Unrestricted | $4,000 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | General & Unrestricted | $10,000 |
| SYV FRUIT & VEGETABLE RESCUE | |||||||
| PO BOX 1651 | SANTA YNEZ | CA | 93460 | N/A | PC | General & Unrestricted | $5,000 |
| THE LAGUNA PLAYHOUSE | |||||||
| 606 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | N/A | PC | General & Unrestricted | $5,000 |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | N/A | PC | General & Unrestricted | $10,000 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | General & Unrestricted | $75,000 |
| THE MONO LAKE FOUNDATION | |||||||
| PO BOX 29 | LEE VINING | CA | 93541 | N/A | PC | General & Unrestricted | $3,500 |
| THE NON-GMO PROJECT | |||||||
| PO BOX 5606 | BELLINGHAM | WA | 98227 | N/A | PC | Non GMO Project Hawaii / Kauai | $10,000 |
| THE SCGA FOUNDATION | |||||||
| 3740 CAHUENGA BLVD | STUDIO CITY | CA | 91604 | N/A | PC | General & Unrestricted | $25,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | The Bailey Family Cancer Campaign to Find a Cure for Cancer | $5,000 |
| WALLEYES UNLIMITED OF MONTANA | |||||||
| 939 NUTTER BLVD | BILLINGS | MT | 59105 | N/A | PC | Flathead Chapter, 2020 dock project | $100,000 |
| WHALE MUSEUM | |||||||
| PO BOX 945 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $5,000 |
| WHITEFISH COMMUNITY AQUATICS AND HEALTH CENTER | |||||||
| 1250 BAKER AVE | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $15,000 |
| WHITEFISH COMMUNITY FOUNDATION INC | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $50,000 |
| WHITEFISH LAKE INSTITUTE | |||||||
| 550 E LST ST 103 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $10,000 |
| WHITEFISH LEGACY PARTNERS INC | |||||||
| 525 RAILWAY ST STE 206 | WHITEFISH | MT | 59937 | N/A | PC | Smith Lake Legacy Project & Whitefish area conservation and protection from development | $8,000 |
| WILDERNESS YOUTH PROJECT INCORPORATED | |||||||
| 5386 HOLLISTER AVE STE D | SANTA BARBARA | CA | 93111 | N/A | PC | Scholarship Fund | $5,000 |
| WOMENS ECONOMIC VENTURES | |||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93103 | N/A | PC | General & Unrestricted | $5,000 |
| WORKING WARDROBES FOR A NEW START | |||||||
| 92 CORPORATE PARK STE C | IRVINE | CA | 92606 | N/A | PC | General & Unrestricted | $20,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Australia Emergency Fund (to care for injured wildlife due to brush fires) | $5,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $10,000 |
| YORBA LINDA FRIENDS CHURCH | |||||||
| 5091 MOUNTAIN VIEW AVE | YORBA LINDA | CA | 92886 | N/A | PC | Elementary School Program | $100,000 |
| YORBA LINDA HIGH SCHOOL GOLF BOOSTER CLUB | |||||||
| 19900 BANSTANCHURY RD | YORBA LINDA | CA | 92886 | N/A | PC | General & Unrestricted | $20,000 |
| YORBA LINDA MIDDLE SCHOOL INSTRUCTIONAL MUCIC BOOS | |||||||
| 4777 CASA LOMA AVE | YORBA LINDA | CA | 92886 | N/A | PC | General & Unrestricted | $25,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | PC | General & Unrestricted | $4,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,128,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,977 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $123,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WARREN KATHARINE SCHLINGER FOUNDA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 ENTERPRISE STE 333 | AddressLine1Txt |
| City | ALISO VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,320,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $15,250 | Amt |
| Disbursements Charitable Prps | $15,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 1 | Part XIII, 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 $1,986,657 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 |
| 2 | Part XIII, Line 7 | Schlinger Family Foundation (the "Foundation") received grants of $2,000,000 in the taxable year ending December 31, 2019 and $2,320,000 in the taxable year ending December 31, 2020 from Warren & Katharine Schlinger Foundation, a private nonoperating foundation. As reported in Part XIII, Line 7, the Foundation hereby elects to treat $1,986,657 of its 2020 qualifying distributions as distributions 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). $1,986,657 is applied to the balance of the amount received in 2019. $2,320,000 must be redistributed in 2021 from the 2020 grant. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK GLOBAL ALLOC INSTL | $110,752 | $131,779 |
| BLACKROCK HEALTH SCIENCES OPPT | $60,374 | $68,518 |
| ISHARES MSCI USA MIN VOLATILIT | $163,779 | $177,506 |
| ISHARES S&P 500 INDEX FD | $26,077 | $48,425 |
| JP MORGAN ULTRA SHORT INCOME E | $75,214 | $75,576 |
| JPMORGAN CORE PLUS BOND FUND | $142,515 | $146,356 |
| JPMORGAN GROWTH ADVANTAGE SELE | $59,827 | $86,280 |
| MFS BOND I | $53,802 | $57,103 |
| MFS EMERGING MARKETS DEBT FUND | $54,586 | $57,366 |
| MFS INTERNATIONAL DIVERSIFICAT | $89,083 | $116,506 |
| MFS INTL INTRINSIC VALUE FD I | $16,980 | $20,494 |
| MFS LIMITED MATURITY FUND CLAS | $49,009 | $50,531 |
| MFS RESEARCH BOND FD CL I | $131,684 | $139,146 |
| MFS SERIES TRUST II MFS EMERGI | $58,969 | $97,678 |
| MFS VALUE I | $142,229 | $172,973 |
| T ROWE PRICE DIV GROWTH FUND L | $81,528 | $101,833 |
| T ROWE PRICE MEDIA & TELECOMMU | $51,279 | $67,022 |
| T. ROWE PRICE NEW ASIA FUND | $42,523 | $58,685 |
| T. ROWE PRICE OVERSEAS STOCK F | $81,512 | $97,868 |
| T. ROWE PRICE PERSONAL STRATEG | $111,235 | $132,225 |
| UNITED PARCEL SERVICE | $209,134 | $479,940 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,968,726. This amount represents 25% or more of the Foundation's net assets of $4,281,485 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. 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 XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,799 | $15,799 | |
| Bank Charges | $30 | $30 | |
| Foundation Dues & Memberships | $750 | $750 | |
| Indemnification Insurance | $750 | $750 | |
| State or Local Filing Fees | $160 | $160 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,087 | Amt |
| Net Investment Income | $12,087 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $500 | Amt |
Comments