Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Schlinger Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-2390970
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,810,889J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,850,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17,706 17,706  
4 Dividends and interest from securities... 70,240 70,240  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 633
b Gross sales price for all assets on line 6a 557,321
7 Capital gain net income (from Part IV, line 2)... 633
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,938,579 88,579  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,000 0 0 10,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,625 9,625    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,228      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,946     17,946
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,799 9,625 0 27,946
25 Contributions, gifts, grants paid....... 3,432,000 3,432,000
26 Total expenses and disbursements. Add lines 24 and 25 3,470,799 9,625 0 3,459,946
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -532,220
b Net investment income (if negative, enter -0-) 78,954
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,334,569 2,925,298 2,925,298
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,710,647 Click to see attachment
List of Attached Documents:
// Content
1,587,698 		1,885,591
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,045,216 4,512,996 4,810,889
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,045,216 4,512,996
29 Total net assets or fund balances (see instructions)..... 5,045,216 4,512,996
30 Total liabilities and net assets/fund balances (see instructions). 5,045,216 4,512,996
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,045,216
2
Enter amount from Part I, line 27a .....................
2
-532,220
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,512,996
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,512,996
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 557,321   556,688 633
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       633
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 633
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,097
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,097
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,097
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Greg S Schlinger VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Leanne M Schlinger VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Norman W Schlinger Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stacy S Schlinger VP, Sec, Treas, CFO
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,952,410
b
Average of monthly cash balances.......................
1b
2,094,719
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,047,129
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,047,129
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
60,707
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,986,422
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
199,321
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
199,321
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,097
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,097
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
198,224
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
198,224
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
198,224
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,459,946
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,459,946
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 198,224
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 186,776
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,459,946
a Applied to 2022, but not more than line 2a 186,776
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		3,252,000
d Applied to 2023 distributable amount..... 21,170
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,252,000
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		177,054
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		3,252,000
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

2E4ME ACADEMY INC

2503 EASTBLUFF DR 206A
NEWPORT BEACH,CA92660 		N/A PC General & Unrestricted 60,000

A COMPAS INC

PO BOX 30594
SANTA BARBARA,CA93130 		N/A PC General & Unrestricted 50,000

ABUNDANT EARTH FOUNDATION

702 HILLER RD
MCKINLEYVILLE,CA95519 		N/A PC Permaculture and Regenerative Agriculture practice 10,000

AHA ATTITUDE HARMONY ACHIEVEMENT

1209 DE LA VINA ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 20,000

AIDS SERVICES FOUNDATION ORANGE COUNTY

17982 SKY PARK CIR STE J
IRVINE,CA92614 		N/A PC Mental Health Program 100,000

ALZHEIMERS ORANGE COUNTY

2515 MCCABE WAY STE 200
IRVINE,CA92614 		N/A PC General & Unrestricted 25,000

ANGELS FOSTER CARE OF SANTA BARBARA

3905 STATE ST 7-115
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 20,000

ARTS OUTREACH

PO BOX 755
LOS OLIVOS,CA93441 		N/A PC General & Unrestricted 5,000

BOB MARSHALL WILDERNESS FOUNDATION INC

PO BOX 190688
HUNGRY HORSE,MT59919 		N/A PC General & Unrestricted 20,000

BOYS & GIRLS CLUB OF CAPISTRANO VALLEY

1 POSITIVIA
SAN JUAN CAPISTRANO,CA92675 		N/A PC General & Unrestricted 10,000

BOYS AND GIRLS CLUB OF THE SOUTH COAST

1304 CALLE VALLE
SAN CLEMENTE,CA92672 		N/A PC General & Unrestricted 10,000

C A R E 4 PAWS INC

PO BOX 60524
SANTA BARBARA,CA93160 		N/A PC General & Unrestricted 15,000

CENTRAL COAST STATE PARKS ASSOCIATION

202 TANK FARM RD STE H2
SN LUIS OBISP,CA93401 		N/A PC General & Unrestricted 20,000

CHILDRENS HEALTH DEFENSE

852 FRANKLIN AVE STE 511
FRANKLIN LAKES,NJ07417 		N/A PC General & Unrestricted 50,000

CHOC FOUNDATION

1201 W LA VETA AVE
ORANGE,CA92868 		N/A PC General & Unrestricted 135,000

COASTLINE CHRISTIAN ACADEMY

5950 CATHEDRAL OAKS RD
GOLETA,CA93117 		N/A PC General & Unrestricted 5,000

COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY

765 THE CITY DRIVE S STE 300
ORANGE,CA92868 		N/A PC General & Unrestricted 25,000

CRYSTAL COVE CONSERVANCY

5 CRYSTAL COVE
NEWPORT COAST,CA92657 		N/A PC General & Unrestricted 25,000

DANA POINT HISTORICAL SOCIETY

PO BOX 544
DANA POINT,CA92629 		N/A PC General & Unrestricted 2,500

DEDICATED ANIMAL WELFARE GROUP OF LAGUNA NIGUEL &

27472 CAPRICHO
MISSION VIEJO,CA92692 		N/A PC General & Unrestricted 20,000

EASTERN SIERRA LAND TRUST

PO BOX 755
BISHOP,CA93515 		N/A PC General & Unrestricted 20,000

EDDIE NASH FOUNDATION

155 N RIVERVIEW DR 116
ANAHEIM,CA92808 		N/A PC General & Unrestricted 20,000

ELINGS PARK FOUNDATION

1298 LAS POSITAS RD
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 10,000

ENVIRONMENTAL DEFENSE CENTER

906 GARDEN ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 175,000

FAMILY ASSISTANCE MINISTRIES

1030 CALLE NEGOCIO
SAN CLEMENTE,CA92673 		N/A PC General & Unrestricted 20,000

FOUNDATION FOR WOMEN WARRIORS

1185 PARK CENTER DR STE R
VISTA,CA92081 		N/A PC General & Unrestricted 11,645

FRIENDS OF HARBOR BEACHES AND PARK INC

PO BOX 9256
NEWPORT BEACH,CA92658 		N/A PC Save Coyote Hills 100,000

FRIENDS OF THE EASTERN CALIFORNIA MUSEUM

PO BOX 33
INDEPENDENCE,CA93526 		N/A PC General & Unrestricted 5,000

FRIENDS OF THE INYO

621 W LINE ST STE 201
BISHOP,CA93514 		N/A PC General & Unrestricted 20,000

GAVIOTA COAST CONSERVANCY

PO BOX 1099
GOLETA,CA93116 		N/A PC General & Unrestricted 20,000

GIANT COMMUNITY FUND

24 WILLIE MAYS PLZ
SAN FRANCISCO,CA94107 		N/A PC General & Unrestricted 50,000

GLIOBLASTOMA FOUNDATION INC

PO BOX 62066
DURHAM,NC27715 		N/A PC General & Unrestricted 5,000

GRACE PLACE FOR CHILDREN AND FAMILIES INC

4300 21ST AVE SW
NAPLES,FL34116 		N/A PC General & Unrestricted 20,000

GWENDOLYN STRONG FOUNDATION

27 W ANAPAMU ST 177
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 15,000

HARMONY COAST AQUACULTURE INSTITUTE

229 STANLEY AVE
ARROYO GRANDE,CA93420 		N/A PC General & Unrestricted 25,000

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		N/A PC MAUI STRONG FUND 100,000

HEAL THE OCEAN

PO BOX 90106
SANTA BARBARA,CA93190 		N/A PC General & Unrestricted 50,000

HILLSIDE HOUSE

1235 VERONICA SPRINGS RD
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 10,000

KIDWORKS COMMUNITY DEVELOPMENT CORPORATION

1902 W CHESTNUT AVE
SANTA ANA,CA92703 		N/A PC General & Unrestricted 5,000

KINGDOM MENS GATHERING INC

19360 RINALDI ST 660
PORTER RANCH,CA91326 		N/A PC Charitable Event 60,000

LAHUI FOUNDATION

PO BOX 138
KAHUKU,HI96731 		N/A PC General & Unrestricted 20,000

LIVING LANDS & WATERS

17624 RTE 84 N
EAST MOLINE,IL61244 		N/A PC General & Unrestricted 60,000

LOBERO THEATRE FOUNDATION

33 E CANON PERDIDO ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

LOS PADRES FOREST WATCH

PO BOX 831
SANTA BARBARA,CA93102 		N/A PC General & Unrestricted 20,000

MIDWEST FOOD BANK NFP

725 E BASELINE RD
GILBERT,AZ85233 		N/A PC General & Unrestricted 10,000

MISSION PLASTICOS

8502 E CHAPMAN AVE 447
ORANGE,CA92869 		N/A PC General & Unrestricted 25,000

MONTEREY BAY AQUARIUM FOUNDATION

886 CANNERY ROW
MONTEREY,CA93940 		N/A PC General & Unrestricted 100,000

NATIONAL ORGANIZATION FOR RARE DISORDERS INC

PO BOX 4110
WOBURN,MA01888 		N/A PC General & Unrestricted 10,000

NURTURING CENTER INC

322 2ND AVE W STE C
KALISPELL,MT59901 		N/A PC General & Unrestricted 20,000

OASIS INC

420 SOARES AVE
SANTA MARIA,CA93455 		N/A PC General & Unrestricted 15,000

OCEAN FUTURES SOCIETY INC

1525 STATE ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

OCEAN INSTITUTE

24200 DANA POINT HARBOR DR
DANA POINT,CA92629 		N/A PC General & Unrestricted 50,000

OLD SPANISH DAYS

PO BOX 21557
SANTA BARBARA,CA93121 		N/A PC General & Unrestricted 5,000

ONEOC

1901 E FOURTH ST 100
SANTA ANA,CA92705 		N/A PC Patriotic Service Dog Foundation 75,000

ORANGEWOOD CHILDREN'S HOME

401 THE CITY DR
ORANGE,CA92868 		N/A GOV General & Unrestricted 20,000

PACIFIC MARINE MAMMAL CENTER

20612 LAGUNA CANYON RD
LAGUNA BEACH,CA92651 		N/A PC General & Unrestricted 25,000

PACIFIC WILDLIFE CARE

PO BOX 1134
MORRO BAY,CA93443 		N/A PC General & Unrestricted 15,000

PAGE YOUTH CENTER

4540 HOLLISTER AVE
SANTA BARBARA,CA93110 		N/A PC General & Unrestricted 25,000

PETS FOR THE ELDERLY FOUNDATION

C/O TAFT 200 PUBLIC SQ 3500
CLEVELAND,OH44114 		N/A PC General & Unrestricted 9,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		N/A PC General & Unrestricted 30,000

PROJECT HOPE ALLIANCE

1954 PLACENTIA AVE STE 202
COSTA MESA,CA92627 		N/A PC General & Unrestricted 2,500

REDWOOD PARKS CONSERVANCY

1111 2ND ST
CRESCENT CITY,CA95531 		N/A PC General & Unrestricted 10,000

SAN LUIS OBISPO CHILDRENS MUSEUM

1010 NIPOMO ST
SN LUIS OBISP,CA93401 		N/A PC General & Unrestricted 5,000

SANTA BARBARA BOTANIC GARDEN INC

1212 MISSION CANYON RD
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 40,000

SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC

1214 STATE ST 6TH FLOOR
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

SANTA BARBARA HISTORICAL MUSEUM

136 E DE LA GUERRA ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 15,000

SANTA BARBARA MARITIME MUSEUM

113 HARBOR WAY STE 190
SANTA BARBARA,CA93109 		N/A PC General & Unrestricted 15,000

SANTA BARBARA MIDDLE SCHOOL

1321 ALAMEDA PADRE SERRA
SANTA BARBARA,CA93103 		N/A PC General & Unrestricted 20,000

SANTA BARBARA MUSEUM OF NATURAL HISTORY

2559 PUESTA DEL SOL
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 15,000

SANTA BARBARA PERMACULTURE NETWORK

PO BOX 92156
SANTA BARBARA,CA93190 		N/A PC General & Unrestricted 5,000

SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION INC

PO BOX 1623
BUELLTON,CA93427 		N/A PC General & Unrestricted 30,000

SANTA YNEZ VALLEY HISTORICAL SOCIETY

3596 SAGUNTO ST
SANTA YNEZ,CA93460 		N/A PC General & Unrestricted 20,000

SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE

PO BOX 1478
SOLVANG,CA93464 		N/A PC General & Unrestricted 10,000

SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION

1400 W HWY 246
BUELLTON,CA93427 		N/A PC General & Unrestricted 5,000

SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM

195 N REFUGIO RD
SANTA YNEZ,CA93460 		N/A PC General & Unrestricted 5,000

SAWDUST FESTIVAL CORPORATION

935 LAGUNA CANYON RD
LAGUNA BEACH,CA92651 		N/A PC General & Unrestricted 2,000

SEGERSTROM CENTER FOR THE ARTS

600 TOWN CENTER DR
COSTA MESA,CA92626 		N/A PC General & Unrestricted 100,000

SOUTH COUNTY OUTREACH

7 WHATNEY STE B
IRVINE,CA92618 		N/A PC General & Unrestricted 25,000

SPARROWS NEST OF NW MT

PO BOX 8384
KALISPELL,MT59904 		N/A PC General & Unrestricted 25,000

ST JUDE HOSPITAL

1801 LIND AVE SW
RENTON,WA98057 		N/A PC General & Unrestricted 100,000

STEPHEN PROUSE MINISTRIES INC

PO BOX 2208
HUNTINGTN BCH,CA92647 		N/A PC General & Unrestricted 100,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A PC General & Unrestricted 50,000

STUART C GILDRED FAMILY YMCA

900 N REFUGIO ROAD
SANTA YNEZ,CA93460 		N/A PC General & Unrestricted 10,000

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		N/A PC General & Unrestricted 25,000

SYV FRUIT & VEGETABLE RESCUE

PO BOX 1651
SANTA YNEZ,CA93460 		N/A PC General & Unrestricted 10,000

THE FOUNDATION FOR GIRSH PARK

7050 PHELPS RD
GOLETA,CA93117 		N/A PC General & Unrestricted 10,000

THE LAGUNA PLAYHOUSE

606 LAGUNA CANYON RD
LAGUNA BEACH,CA92651 		N/A PC General & Unrestricted 2,000

THE LIVING DESERT

47900 PORTOLA AVE
PALM DESERT,CA92260 		N/A PC General & Unrestricted 100,000

THE PRENTICE SCHOOL

18341 LASSEN DR
SANTA ANA,CA92705 		N/A PC General & Unrestricted 102,355

THE PRENTICE SCHOOL

18341 LASSEN DR
SANTA ANA,CA92705 		N/A PC Mind Masters 350,000

TROUT UNLIMITED

PO BOX 7186
MISSOULA,MT59807 		N/A PC General & Unrestricted 30,000

TURNING POINT USA INC

4940 EAST BEVERLY RD
PHOENIX,AZ85044 		N/A PC General & Unrestricted 30,000

W M KECK OBSERVATORY

65-1120 MAMALAHOA HWY
KAMUELA,HI96743 		N/A PC General & Unrestricted 50,000

WHALE MUSEUM

PO BOX 945
FRIDAY HARBOR,WA98250 		N/A PC General & Unrestricted 10,000

WHITEFISH COMMUNITY FOUNDATION INC

PO BOX 1060
WHITEFISH,MT59937 		N/A PC General & Unrestricted 50,000

WILDERNESS WATCH INC

PO BOX 9175
MISSOULA,MT59807 		N/A PC General & Unrestricted 40,000

WORKING WARDROBES FOR A NEW START

2000 E MCFADDEN AVE
SANTA ANA,CA92705 		N/A PC General & Unrestricted 25,000

WWP INC - WOUNDED WARRIOR PROJECT INC

PO BOX 758516
TOPEKA,KS66675 		N/A PC General & Unrestricted 25,000

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DR 600
RESTON,VA20191 		N/A PC General & Unrestricted 30,000
Total .................................right arrow 3a 3,432,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 17,706  
4 Dividends and interest from securities ....     14 70,240  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 633  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   88,579  
13Total. Add line 12, columns (b), (d), and (e)..................
13
88,579
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Schlinger Family Foundation
 
Employer identification number

52-2390970
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Schlinger Family Foundation
  		Employer identification number
52-2390970
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Warren Katharine Schlinger Founda
65 Enterprise STE 333
 
Aliso Viejo, CA92656

$ 2,850,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Schlinger Family Foundation
  		Employer identification number

52-2390970
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Schlinger Family Foundation
  		Employer identification number

52-2390970
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
Schlinger Family Foundation
EIN:
52-2390970
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit Fees 10,000     10,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Schlinger Family Foundation
EIN:
52-2390970
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 GeneralExplanationAttachment
Name:
Schlinger Family Foundation
EIN:
52-2390970
Identifier Return Reference Explanation
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 $3,252,000 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 $3,252,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2022 AND $ 2,850,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2023 FROM WARREN & KATHARINE SCHLINGER FOUNDATION, A PRIVATE NON-OPERATING FOUNDATION. AS REPORTED IN PART XII, LINE 7, THE FOUNDATION HEREBY ELECTS TO TREAT $3,252,000 OF ITS 2023 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). $3,252,000 IS APPLIED TO THE AMOUNT RECEIVED IN 2022, AND $2,850,000 MUST BE REDISTRIBUTED IN 2024 RELATING TO THE GRANT RECEIVED IN 2023.

TY 2023 InvestmentsCorpStockSchedule
Name:
Schlinger Family Foundation
EIN:
52-2390970
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKROCK EMERGING MARKETS FUN 49,056 43,955
BLACKROCK GLOBAL ALLOC INSTL 101,156 99,963
BLACKROCK STRAT INC OPP PORTFO 71,503 71,142
ISHARES BARCLAYS SHORT TREASUR 37,621 37,664
ISHARES S&P 500 INDEX FD 45,093 66,391
JP MORGAN CORE BOND FUND 128,934 129,880
JP MORGAN ULTRA SHORT INCOME E 37,698 37,823
JPMORGAN GROWTH ADVANTAGE SELE 48,596 59,183
JPMORGAN US VALUE CL I 109,364 116,034
MASSACHUSETTS INVESTORS GROWTH 65,779 73,991
MFS INTERNATIONAL DIVERSIFICAT 82,563 80,887
MFS LIMITED MATURITY FUND CLAS 56,089 55,514
MFS RESEARCH BOND FD CL I 129,880 130,665
MFS VALUE I 140,560 144,969
T ROWE PRICE DIV GROWTH FUND L 88,425 102,519
T. ROWE PRICE OVERSEAS STOCK F 43,544 44,432
T. ROWE PRICE PERSONAL STRATEG 95,230 96,230
T. ROWE PRICE SMALL-CAP VALUE 47,475 46,244
UNITED PARCEL SERVICE 209,132 448,105

TY 2023 LiquidationExplanationStmt
Name:
Schlinger Family Foundation
EIN:
52-2390970
Statement:
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, 2023, THE FOUNDATION MADE DISTRIBUTIONS FROM ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. COLLECTIVELY, THE DISTRIBUTIONS IN EXCESS OF CURRENT INCOME TOTALED $3,245,224. THIS AMOUNT REPRESENTS 25% OR MORE OF THE FOUNDATION'S NET ASSETS OF $5,281,996 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2023. 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.


TY 2023 OtherExpensesSchedule
Name:
Schlinger Family Foundation
EIN:
52-2390970
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 16,181     16,181
Foundation Dues & Memberships 815     815
Indemnification Insurance 750     750
State or Local Filing Fees 200     200


TY 2023 OtherProfessionalFeesSchedule
Name:
Schlinger Family Foundation
EIN:
52-2390970
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 9,625 9,625    


TY 2023 TaxesSchedule
Name:
Schlinger Family Foundation
EIN:
52-2390970
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 1,100      
990-PF Excise Tax for 2022 128