2025-11-07T07:45:07-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 522390970 Schlinger Family Foundation % Foundation Source SCHL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Leanne Schlinger President 8008391754 2025-10-23 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4852003 X 3000000 18806 18806 82922 82922 129229 841619 205092 3230957 306820 0 13750 0 0 13750 8092 8092 1100 18991 18991 41933 8092 0 32741 3004500 3004500 3046433 8092 0 3037241 184524 298728 0 2925298 3145617 3145617 1587698 1551903 1706386 4512996 4697520 4852003 0 0 X 4512996 4697520 4512996 4697520 4512996 4697520 4512996 184524 4697520 4697520 Publicly-traded Securities 841619 636527 205092 205092 205092 4152 4152 4152 1103 0 3200 4303 X 0 151 151 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 1886841 1753742 0 3640583 0 3640583 54609 3585974 179299 179299 4152 4152 175147 175147 175147 3037241 0 0 0 0 3037241 175147 177054 3037241 177054 2850000 10187 0 0 0 2850000 0 0 164960 2850000 NONE X GLIOBLASTOMA FOUNDATION INC PO BOX 62066 DURHAM NC 27715 N/A PC General & Unrestricted 1500 HILLSIDE HOUSE 1235 VERONICA SPRINGS RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 5000 OLIVE CREST 2130 E 4TH ST STE 200 SANTA ANA CA 92705 N/A PC General & Unrestricted 10000 ROCK HOUSE CHURCH 3398 GREENLEAF DR BREA CA 92823 N/A PC General & Unrestricted 51500 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 1500 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 10000 SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION INC PO BOX 1623 BUELLTON CA 93427 N/A PC General & Unrestricted 10000 SANTA YNEZ VALLEY OUTREACH CENTER 1825 ALAMO PINTADO RD SOLVANG CA 93463 N/A PC General & Unrestricted 5000 SANTA YNEZ VALLEY OUTREACH CENTER 1825 ALAMO PINTADO RD SOLVANG CA 93463 N/A PC Santa Ynez Valley Presbyterian Preschool 10000 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 N/A PC General & Unrestricted 50000 A COMPAS INC PO BOX 30594 SANTA BARBARA CA 93130 N/A PC General & Unrestricted 50000 ABUNDANT EARTH FOUNDATION 702 HILLER RD MCKINLEYVILLE CA 95519 N/A PC General & Unrestricted 10000 ADVANTAGE FLAG FOOTBALL 18032 LEMON DR STE C PMB 360 YORBA LINDA CA 92886 N/A PC General & Unrestricted 10000 AIDS SERVICES FOUNDATION ORANGE COUNTY 17982 SKY PARK CIR STE J IRVINE CA 92614 N/A PC General & Unrestricted 100000 ALZHEIMERS ORANGE COUNTY 2515 MCCABE WAY STE 200 IRVINE CA 92614 N/A PC General & Unrestricted 25000 AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION PO BOX 104142 PASADENA CA 91189 N/A PC General & Unrestricted 100000 ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE ST 7-115 SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE ST 7-115 SANTA BARBARA CA 93105 N/A PC General & Unrestricted 30000 ARTS OUTREACH PO BOX 755 LOS OLIVOS CA 93441 N/A PC General & Unrestricted 5000 BOYS & GIRLS CLUB OF CAPISTRANO VALLEY 1 POSITIVIA SAN JUAN CAPISTRANO CA 92675 N/A PC General & Unrestricted 10000 BOYS & GIRLS CLUB OF THE SOUTH COAST AREA 1304 CALLE VALLE SAN CLEMENTE CA 92672 N/A PC General & Unrestricted 10000 CENTRAL COAST STATE PARKS ASSOCIATION 202 TANK FARM RD STE H2 SN LUIS OBISP CA 93401 N/A PC General & Unrestricted 10000 CHILDRENS ADVOCACY CENTER FOR CHILD ABUSE ASSESSME PO BOX 50123 LONG BEACH CA 90815 N/A PC General & Unrestricted 53000 CHOC FOUNDATION 1201 W LA VETA AVE ORANGE CA 92868 N/A PC General & Unrestricted 40000 CHOC FOUNDATION 1201 W LA VETA AVE ORANGE CA 92868 N/A PC General & Unrestricted 100000 COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY 765 THE CITY DRIVE S STE 300 ORANGE CA 92868 N/A PC General & Unrestricted 25000 CRYSTAL COVE CONSERVANCY 5 CRYSTAL COVE NEWPORT COAST CA 92657 N/A PC General & Unrestricted 25000 DOS PUEBLOS FOOTBALL BOOSTERS CLUB 7266 ALAMEDA AVE GOLETA CA 93117 N/A PC General & Unrestricted 5000 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 3500 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 150000 ESPERANZA WRESTLING BOOSTERS CLUB 17842 CABALLO DR YORBA LINDA CA 92886 N/A PC General & Unrestricted 50000 GAVIOTA COAST CONSERVANCY 351 PASEO NUEVO SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 GIANT COMMUNITY FUND 24 WILLIE MAYS PLZ SAN FRANCISCO CA 94107 N/A PC WILLIE MAYS SCHOLARS 75000 GLIOBLASTOMA FOUNDATION INC PO BOX 62066 DURHAM NC 27715 N/A PC General & Unrestricted 5000 GRACE PLACE FOR CHILDREN AND FAMILIES INC 4300 21ST AVE SW NAPLES FL 34116 N/A PC General & Unrestricted 25000 HOMELESS INTERVENTION SERVICES OF ORANGE COUNTY 907 N BRADFORD AVE PLACENTIA CA 92870 N/A PC General & Unrestricted 25000 KIDWORKS COMMUNITY DEVELOPMENT CORPORATION 1902 W CHESTNUT AVE SANTA ANA CA 92703 N/A PC General & Unrestricted 5000 Lake Arrowhead Elementary PO BOX 430 Lake Arrowhead CA 92352 N/A GOV My Project: MacBooks Are Efficient Ms. Hazelett Grades PreK-2, Lake Arrowhead Elementary School, Lk. Arrowhead, CA 10000 LITTLE LEAGUE BASEBALL INC PO BOX 644 YORBA LINDA CA 92885 N/A PC General & Unrestricted 25000 LITTLE LEAGUE BASEBALL INC PO BOX 644 YORBA LINDA CA 92885 N/A PC General & Unrestricted 12000 LOBERO THEATRE FOUNDATION 33 E CANON PERDIDO ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 MOMS FOR LIBERTY FOUNDATION 981 E EAU GALLIE BLVD BOX 13123 E MELBOURNE FL 32937 N/A PC General & Unrestricted 10000 MONTANA LAND RELIANCE PO BOX 355 HELENA MT 59624 N/A PC General & Unrestricted 10000 NATIONAL MARINE SANCTUARY FOUNDATION 8455 COLESVILLE RD STE 1275 SILVER SPRING MD 20910 N/A PC General & Unrestricted 5000 NATIONAL ORGANIZATION FOR RARE DISORDERS INC PO BOX 4110 WOBURN MA 01888 N/A PC General & Unrestricted 10000 OCEAN INSTITUTE 24200 DANA POINT HARBOR DR DANA POINT CA 92629 N/A PC General & Unrestricted 50000 OLIVE CREST 2130 E 4TH ST STE 200 SANTA ANA CA 92705 N/A PC Hope Refuge - Santa Barbara Campus with emphasis on yoga 5000 ONEOC 1901 E 4TH ST STE 100 SANTA ANA CA 92705 N/A PC PATRIOTIC SERVICE DOG FOUNDATION 50000 PACIFIC MARINE MAMMAL CENTER 20612 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 25000 PAGE YOUTH CENTER 4540 HOLLISTER AVE SANTA BARBARA CA 93110 N/A PC General & Unrestricted 20000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 N/A PC General & Unrestricted 10000 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD 5600 OHIO ST YORBA LINDA CA 92886 N/A PC Program 2 - To purchase classroom supplies, curriculum enrichment, scholarship fund and fund for new technology, teacher professional development and general activities fund 50000 Rim of the World Senior High PO BOX 430 Lake Arrowhead CA 92352 N/A GOV Rim of the world High School: Wrestling Program 15000 ROCK HOUSE CHURCH 3398 GREENLEAF DR BREA CA 92823 N/A PC General & Unrestricted 50000 SANTA ANA UNIFIED 1601 E CHESTNUT AVE SANTA ANA CA 92701 N/A GOV Carr Intermediate School 25000 SANTA BARBARA BOTANIC GARDEN INC 1212 MISSION CANYON RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 20000 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 5000 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 1000 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS ST SANTA BARBARA CA 93103 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 20000 SANTA BARBARA HISTORICAL MUSEUM 136 E DE LA GUERRA ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 20000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A PC General & Unrestricted 20000 SANTA YNEZ VALLEY CHILDRENS MUSEUM 140 W HWY 246 UNIT 665 BUELLTON CA 93427 N/A PC General & Unrestricted 15000 SANTA YNEZ VALLEY CHRISTIAN ACADEMY 891 N REFUGIO RD SANTA YNEZ CA 93460 N/A PC General & Unrestricted 20000 SANTA YNEZ VALLEY CHRISTIAN ACADEMY 891 N REFUGIO RD SANTA YNEZ CA 93460 N/A PC General & Unrestricted 1500 SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL 1745 MISSION DR STE A SOLVANG CA 93463 N/A PC New Senior Development Center 15000 SAWDUST FESTIVAL CORPORATION 935 LAGUNA CANYON RD LAGUNA BEACH CA 92651 N/A PC General & Unrestricted 5000 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A PC General & Unrestricted 100000 SPARROWS NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 N/A PC General & Unrestricted 15000 ST JUDE HOSPITAL 101 E VALENCIA MESA DR FULLERTON CA 92835 N/A PC General & Unrestricted 100000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 50000 STUART C GILDRED FAMILY YMCA 900 N REFUGIO ROAD SANTA YNEZ CA 93460 N/A PC General & Unrestricted 20000 SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 N/A PC General & Unrestricted 25000 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 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 Scholarship Fund 300000 TURNING POINT USA INC 4940 EAST BEVERLY RD PHOENIX AZ 85044 N/A PC Turning Point USA, Action 40000 TURNING POINT USA INC 4940 EAST BEVERLY RD PHOENIX AZ 85044 N/A PC General & Unrestricted 100000 TURNING POINT USA INC 4940 EAST BEVERLY RD PHOENIX AZ 85044 N/A PC General & Unrestricted 50000 TURNING POINT USA INC 4940 EAST BEVERLY RD PHOENIX AZ 85044 N/A PC General & Unrestricted 250000 W M KECK OBSERVATORY 65-1120 MAMALAHOA HWY KAMUELA HI 96743 N/A PC General & Unrestricted 50000 WATERRISING INSTITUTE 29975 MINTON ST LIVONIA MI 48150 N/A PC General & Unrestricted 5000 WESTON A PRICE FOUNDATION 4200 WISCONSIN AVE NW PMB 106-380 WASHINGTON DC 20016 N/A PC General & Unrestricted 20000 WHITEFISH COMMUNITY FOUNDATION INC PO BOX 1060 WHITEFISH MT 59937 N/A PC General & Unrestricted 50000 WOMENS ORDINATION CONFERENCE 2121 DECATUR PL NW STE 8 WASHINGTON DC 20008 N/A PC General & Unrestricted 2500 WOMENS ORDINATION CONFERENCE 2121 DECATUR PL NW STE 8 WASHINGTON DC 20008 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 25000 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758516 TOPEKA KS 66675 N/A PC General & Unrestricted 25000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DR STE 600 RESTON VA 20191 N/A PC General & Unrestricted 1500 3004500 14 18806 14 82922 18 129229 230957 230957 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 3000000 X Audit Fees 13750 13750 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 $2,850,000 OF ITS CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. BY: LEANNE SCHLINGER TITLE: PRESIDENT PART XII, LINE 7 (990-PF) PART XII, LINE 7 (990-PF) SCHLINGER FAMILY FOUNDATION (THE "FOUNDATION") RECEIVED GRANTS OF $2,850,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2023 AND $ 3,000,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2024 FROM WARREN & KATHARINE SCHLINGER FOUNDATION, A PRIVATE NON-OPERATING FOUNDATION. AS REPORTED IN PART XII, LINE 7, THE FOUNDATION HEREBY ELECTS TO TREAT $2,850,000 OF ITS 2024 QUALIFYING DISTRIBUTIONS AS DISTRIBUTION OUT OF CORPUS TO SATISFY THE DISTRIBUTION REQUIREMENTS IMPOSED BY INTERNAL REVENUE CODE SECTION 4942(G)(3) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2). $2,850,000 IS APPLIED TO THE AMOUNT RECEIVED IN 2023, AND $3,000,000 MUST BE REDISTRIBUTED IN 2025 RELATING TO THE GRANT RECEIVED IN 2024. BLACKROCK EMERGING MARKETS FUN 51552 45813 BLACKROCK GLOBAL ALLOC INSTL 74008 72831 BLACKROCK STRAT INC OPP PORTFO 109648 109258 ISHARES S&P 500 INDEX FD 40423 68287 JPMORGAN ACTIVE GROWTH ETF 84333 90835 JPMORGAN CORE PLUS BOND ETF 188396 184004 JPMORGAN US VALUE CL I 100511 118468 MASSACHUSETTS INVESTORS GROWTH 38264 45430 MFS INTERNATIONAL EQUITY FUND 81602 82549 MFS LIMITED MATURITY FUND CLAS 62980 62954 MFS RESEARCH BOND FD CL I 187382 184936 MFS VALUE I 144483 150199 T ROWE PRICE CAPITAL APPRECIAT 74661 70475 T ROWE PRICE DIV GROWTH FUND L 107208 129162 T. ROWE PRICE OVERSEAS STOCK F 44273 45353 T. ROWE PRICE SMALL-CAP VALUE 44771 44073 UNITED PARCEL SERVICE 117408 201759 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, 2024, THE FOUNDATION MADE DISTRIBUTIONS FROM ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. COLLECTIVELY, THE DISTRIBUTIONS IN EXCESS OF CURRENT INCOME TOTALED $2,827,446. THIS AMOUNT REPRESENTS 25% OR MORE OF THE FOUNDATION'S NET ASSETS OF $4,810,889 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2024. 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 17191 17191 Foundation Dues & Memberships 830 830 Indemnification Insurance 750 750 State or Local Filing Fees 220 220 Investment Management Services 8092 8092 990-PF Estimated Tax for 2024 1100