2015-08-11T18:19:40-05:00 2014-12-31 954534578 BRIGANTE CAMERON WATTERS & STRONG LLP 3424 W CARSON STREET SUITE 600 TORRANCE CA 90503 990PF 2014-01-01 954494669 WARREN & KATHARINE SCHLINGER FOUNDATION WARR 7146930413 1250 N LAKEVIEW AVENUE NO B ANAHEIM CA 92807 SARAH CHRISMAN CFO AND SECRETARY 7146930413 2015-08-10 1 MARK C TACKMANN P00207473 3105420011 2014 2016-04-25 22:37:26Z X 68655930 X X 3076 3076 1740721 1740721 559493 19463116 559493 2303290 2303290 0 0 0 0 0 150 0 0 150 36000 0 0 36000 184627 184627 0 0 53812 793 0 0 2612 0 0 2612 277201 185420 0 38762 3552000 3552000 3829201 185420 0 3590762 -1525911 2117870 0 22461 20815 20815 5044160 1760811 1760811 18103435 17182553 61657002 2668284 5206711 5217302 25838340 24170890 68655930 6000 0 11144 0 17144 X 25838340 24153746 25838340 24153746 25838340 24170890 25838340 -1525911 25940 24338369 184623 24153746 MERRILL LYNCH #04117 P 15558842 15638671 -79829 -79829 MERRILL LYNCH #04117 P 2685042 2285170 399872 399872 MERRILL LYNCH #04117 WASH SALE P 460 460 460 MERRILL LYNCH #04117 NONCOVERED P 1218749 943096 275653 275653 MERRILL LYNCH #04117 OTHER P 2014-02-10 2014-02-19 23 23 23 MERRILL LYNCH #04117 MATCH TO AUDIT P 36686 -36686 -36686 559493 -79346 0 3335259 56460556 0.059072 2688920 51310608 0.052405 2719752 51387440 0.052926 1953703 48957322 0.039906 2511758 42050695 0.059732 0.264041 0.052808 67293926 3553658 21179 3574837 3590762 X 21179 0 21179 0 21179 57175 30000 87175 65996 65996 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A STACY S SCHLINGER 7146930413 1250 N LAKEVIEW AVENUE SUITE B ANAHEIM CA 92807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WARREN G SCHLINGER 1250 N LAKEVIEW AVENUE STE B ANAHEIM CA 92807 PRESIDENT 0.00 0 0 0 SARAH L CHRISMAN 1250 N LAKEVIEW AVENUE STE B ANAHEIM CA 92807 CFO AND SECRETARY 0.00 0 0 0 NORMAN W SCHLINGER 1250 N LAKEVIEW AVENUE STE B ANAHEIM CA 92807 VICE PRESIDENT 0.00 0 0 0 KATHARINE SCHLINGER 1250 N LAKEVIEW AVENUE STE B ANAHEIM CA 92807 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 64894584 3424123 0 68318707 0 0 68318707 1024781 67293926 3364696 3364696 21179 21179 3343517 0 3343517 0 3343517 3590762 0 3590762 21179 3569583 3343517 1219994 0 0 3590762 1219994 0 0 2370768 0 0 0 0 0 0 0 0 972749 0 0 0 WARREN G SCHLINGER X THE BOYS AND GIRLS AID SOCIETY OF LA COUNTY 760 W MOUNTAIN VIEW STREET ALTADENA CA 91001 NONE EXEMPT GENERAL SUPPORT 2000 ASPCA 520 EIGHTH AVENUE 7TH FLOOR NEW YORK NY 10018 NONE EXEMPT GENERAL SUPPORT 20000 AMERICAN INST OF CHEMICAL ENGINEERS 3 PARK AVENUE NEW YORK NY 10016 NONE EXEMPT GENERAL SUPPORT 1000 AMERICAN RED CROSS PO BOX 91087 PASADENA CA 91109 NONE EXEMPT GENERAL SUPPORT 10000 ANIMAL RESCUE FOUNDATION PO BOX 30215 WALNUT CREEK CA 94598 NONE EXEMPT GENERAL SUPPORT 100000 BEAR LEAGUE PO BOX 393 HOMEWOOD CA 96141 NONE EXEMPT GENERAL SUPPORT 25000 BIENVENIDES CHILDREN CENTER 205 PALM STREET ALTADENA CA 91001 NONE EXEMPT GENERAL SUPPORT 1000 BOYS AND GIRLS CLUB OF CONTRA COSTA 2801 MORAN AVE RICHMOND CA 94804 NONE EXEMPT GENERAL SUPPORT 10000 BOYS AND GIRLS CLUB OF NORTH TAHOE PO BOX 1617 KINGS BEACH CA 96143 NONE EXEMPT GENERAL SUPPORT 50000 CALIFORNIA INSTITUTE OF TECHNOLOGY PRESIDENTS OFFICE PASADENA CA 91125 NONE EXEMPT GENERAL SUPPORT AND SCHOLARSHIP PROGRAM 500000 CARMEL BACH FESTIVAL PO BOX 575 CARMELBYTHESEA CA 93921 NONE EXEMPT GENERAL SUPPORT 15000 CHEMICAL HERITAGE FOUNDATIONS 315 CHESTNUT STREET PHILADELPHIA PA 19106 NONE EXEMPT GENERAL SUPPORT 50000 CHILDREN GIVING GIFTS 2322 N BATAVIA STREET SUITE 108 ORANGE CA 92865 NONE EXEMPT GENERAL SUPPORT 12000 CLAREMONT INSTITUTE 250 W FIRST STREET SUITE 330-3042 CLAREMONT CA 91711 NONE EXEMPT GENERAL SUPPORT 5000 COLEMAN CHAMBER MUSIC ASSOCIATION 202 S LAKE AVENUE SUITE 201 PASADENA CA 91101 NONE EXEMPT GENERAL SUPPORT 25000 COMMUNITY CONCERN FOR CATS PO BOX 3795 WALNUT CREEK CA 94598 NONE EXEMPT GENERAL SUPPORT 30000 CONTRA COSTA INTERFAITH TRANSIT 3164 PUTMAN BLVD SUITE C WALNUT CREEK CA 94597 NONE EXEMPT GENERAL SUPPORT 5000 CRAFT COMMUNITY CARE CENTER INC 710 BLACK DIAMOND STREET PITTSBURG CA 94565 NONE EXEMPT GENERAL SUPPORT 15000 FIRST GRADUATE PO BOX 29415 SAN FRANCISCO CA 94129 NONE EXEMPT GENERAL SUPPORT 10000 FRIENDS OF THE OBSERVATORY 12100 WILSHIRE BLVD STE 1150 LOS ANGELES CA 90025 NONE EXEMPT GENERAL SUPPORT 2000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 NONE EXEMPT GENERAL SUPPORT 10000 GRAND CANYON TRUST 2601 N FORT VALLEY ROAD FLAGSTAFF AZ 86001 NONE EXEMPT GENERAL SUPPORT 5000 HOUSE EAR INSTITUTE 2100 W THIRD STREET LOS ANGELES CA 90057 NONE EXEMPT GENERAL SUPPORT 30000 HUMAN OUTREACH PROJECT PO BOX 920133 SNOWBIRD UT 84092 NONE EXEMPT GENERAL SUPPORT 30000 HUNTINGTON LIBRARY 1151 OXFORD ROAD SAN MARINO CA 91108 NONE EXEMPT GENERAL SUPPORT 25000 HUNTINGTON MEDICAL RESEACH INSTITUTE 734 FAIRMOUNT AVENUE PASADENA CA 91105 NONE EXEMPT GENERAL SUPPORT 5000 HUNTINGTON MEMORIAL HOSPITAL 100 W CALIFORNIA BLVD PASADENA CA 91109 NONE EXEMPT GENERAL SUPPORT 10000 KCET PUBLIC TELEVISION 4401 SUNSET BLVD LOS ANGELES CA 90027 NONE EXEMPT GENERAL SUPPORT 1500 KUSC PUBLIC BROADCASTING UNIVERSITY PARK LOS ANGELES CA 90089 NONE EXEMPT GENERAL SUPPORT 1500 LOS ANGELES OPERA 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE EXEMPT GENERAL SUPPORT 10000 LOS ANGELES PHILHARMONIC ASSOCIATION 151 S GRAND AVENUE LOS ANGELES CA 90012 NONE EXEMPT GENERAL SUPPORT 10000 MAMMOTH LAKES FOUNDATION 100 COLLEGE PARKWAY MAMMOTH LAKES CA 93546 NONE EXEMPT GENERAL SUPPORT 20000 MAYFLOWER CONGREGATIONAL CHURCH PO BOX 2212 LAGUNA HILLS CA 92654 NONE EXEMPT GENERAL SUPPORT 10000 METHODIST HOSPITAL FOUNDATION 300 W HUNTINGTON DRIVE ARCADIA CA 91006 NONE EXEMPT GENERAL SUPPORT 4000 MONTEREY SYMPHONY PO BOX 3965 CARMEL CA 93921 NONE EXEMPT GENERAL SUPPORT 2000 NATIONAL RIGHT TO WORK FOUNDATION 8001 BRADDOCK ROAD SUITE 600 SPRINGFIELD VA 22160 NONE EXEMPT GENERAL SUPPORT 12000 NORTHERN LIGHT SCHOOL 3710 DORISA AVENUE OAKLAND CA 94605 NONE EXEMPT GENERAL SUPPORT 75000 OAKLAND BOYS AND GIRLS CLUB 3300 HIGH STREET OAKLAND CA 94619 NONE EXEMPT GENERAL SUPPORT 20000 OMEGA BOYS CLUB PO BOX 884463 SAN FRANCISCO CA 94188 NONE EXEMPT GENERAL SUPPORT 20000 ONEONTA CONGREGATIONAL CHURCH 1515 GARFIELD AVENUE SOUTH PASADENA CA 91030 NONE EXEMPT GENERAL SUPPORT 40000 PARENTS TELEVISION COUNCIL 707 WILSHIRE BLVD SUITE 1950 LOS ANGELES CA 90017 NONE EXEMPT GENERAL SUPPORT 4000 PASADENA CITY COLLEGE FOUNDATION INC 1570 E COLORADO BLVD ROOM D203 PASADENA CA 91106 NONE EXEMPT GENERAL SUPPORT 10000 PASADENA CONSERVATORY OF MUSIC 845 ATCHISON STREET PASADENA CA 91104 NONE EXEMPT GENERAL SUPPORT 2000 PASADENA EDUCATIONAL FOUNDATION 351 S HUDSON PASADENA CA 91109 NONE EXEMPT GENERAL SUPPORT 5000 PASADENA SYMPHONY 2500 E COLORADO BLVD SUITE 260 PASADENA CA 91107 NONE EXEMPT GENERAL SUPPORT 10000 PILGRIM PLACE 660 AVERY ROAD CLAREMONT CA 91710 NONE EXEMPT GENERAL SUPPORT 7500 SAVE THE REDWOODS LEAGUE 114 SANSOME STREET ROOM 1200 SAN FRANCISCO CA 94104 NONE EXEMPT GENERAL SUPPORT 10000 SCHLINGER CHRISMAN FOUNDATION 426 ENNISBROOK DRIVE SANTA BARBARA CA 93108 FNDTN OF PRESIDENTS CHILD EXEMPT GENERAL SUPPORT 600000 SCRIPPS COLLEGE 1030 COLUMBIA AVENUE CLAREMONT CA 91711 NONE EXEMPT SCHOLARSHIP FUND 7500 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA CA 92626 NONE EXEMPT GENERAL SUPPORT 15000 SIGMA XI SCIENTIFIC RESEARCH SOCIETY 99 ALEXANDER DRIVE RESEARCH TRIANGLE PK NC 27709 NONE EXEMPT GENERAL SUPPORT 1000 TAU BETA PI ASSOCIATION PO BOX 2697 KNOXVILLE TN 37901 NONE EXEMPT GENERAL SUPPORT 1000 THE LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 NONE EXEMPT GENERAL SUPPORT 10000 UC BERKELEY CHEMISTRY AND CHEMICAL ENGINEER 200 CALIFORNIA HALL 1500 BERKELEY CA 94720 NONE EXEMPT GENERAL SUPPORT 60000 UC SANTA BARBARA CHEMICAL ENGINEERING UCSB - DEPT OF CHEMICAL ENGINEERING SANTA BARBARA CA 93106 NONE EXEMPT GENERAL SUPPORT 60000 UNION STATION HOMELESS SERVICES 412 S RAYMOND AVENUE PASADENA CA 94405 NONE EXEMPT GENERAL SUPPORT 5000 USC MARSHALL SCHOOL OF BUSINESS 3670 TROUSDALE PKWY LOS ANGELES CA 90089 NONE EXEMPT GENERAL SUPPORT 1500000 VILLA EXPERANZA SERVICES 2116 E VILLA STREET PASADENA CA 91107 NONE EXEMPT GENERAL SUPPORT 5000 YOUNG AMERICANS FOUNDATION 110 ELDEN STREET HERNDON VA 20170 NONE EXEMPT GENERAL SUPPORT 10000 3552000 0 14 3076 14 1740721 18 559493 0 2303290 0 2303290 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 36000 0 0 36000 FORM 990-PF, PART XV, LINE 3A IN ADDITION TO PUBLIC CHARITIES, THE FOUNDATION GRANTED MONEY TO ONE RELATED FOUNDATION TOTALING $600,000 IN 2014. A QUALIFYING DEDUCTION IS CLAIMED FOR THIS AMOUNT UNDER IRC SECTION 4942(G)(3)(A) BASED ON THE RECIPIENTS ORGANIZATIONS' DISRIBUTION FROM CORPUS TO PUBLIC CHARITIES WITHIN THE PRESCRIBED TIME PERIOD. MUTUAL FUNDS - FIXED INCOME 5206711 5217302 UNITED PARCEL SERVICE-CLASS A 1336926 22795409 UNITED PARCEL SERVICE-CLASS B 1247928 21277938 OTHER EQUITIES 4250011 5247261 MUTUAL FUNDS - EQUITIES 10347688 12336394 ATTORNEY 150 0 0 150 DIFFERENCE BETWEEN PRIOR YEAR AUDITED STATEMENTS AND TAX RETURNS 184623 TAX EXPENSE 160 0 0 160 INSURANCE 2200 0 0 2200 EMA FEE 80 0 0 80 BANK CHARGES 172 0 0 172 INCOME TIMING DIFFERENCES 25940 EXCISE TAXES PAYABLE 0 11144 ML MANAGEMENT FEES 184627 184627 0 0 FOREIGN DIV TAX 793 793 0 0 EXCISE TAX 53019 0 0 0