BETA

WARRENS AREA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WARRENS AREA FOUNDATION (EIN 39-6680078)
Tax period
2019-04-01 to 2020-03-31
Filed
2020-06-04
IRS object ID
202021569349100312
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-04T18:08:39-04:00ReturnTs
Tax Period End2020-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271288788PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Beckys Tax Service LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11410 N Superior AveAddressLine1Txt
CityTomahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54660ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396680078EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLINTON POTTER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLINBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line121943 CINDER AVENUEAddressLine1Txt
CityWARRENSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPEGGY ANDERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6083871556PhoneNum
Signature2020-05-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebecca FrostPreparerPersonNm
PTINP00274831PTIN
Phone6083726524PhoneNum
Preparation2020-06-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.226.81.133IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-04IPDt
IP Tm18:09:58IPTm
Federal Original Submission Id3923482020156bnice2fFederalOriginalSubmissionId
Federal Original Submission Id2020-06-04FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id45708BEBFB97B160080A1D66633E0BB57E0A67AEAtSubmissionCreationDeviceId
At Submission Filing Device Id45708BEBFB97B160080A1D66633E0BB57E0A67AEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,484FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$395DividendsRevAndExpnssAmt
Dividends Net Invst Incm$395DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$35NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$775GrossSalesPriceAmt
Total Rev And Expnss$360TotalRevAndExpnssAmt
Total Net Invst Incm$395TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$177AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$177AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$177TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$777TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$177TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$417ExcessRevenueOverExpensesAmt
Net Investment Income$218NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$12,222CorporateStockBOYAmt
Corporate Stock EOY$11,805CorporateStockEOYAmt
Corporate Stock EOYFMV$9,484CorporateStockEOYFMVAmt
Total Assets BOY$12,222TotalAssetsBOYAmt
Total Assets EOY$11,805TotalAssetsEOYAmt
Total Assets EOYFMV$9,484TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$12,222CapitalStockBOYAmt
Capital Stock EOY$11,805CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$12,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$417ExcessRevenueOverExpensesAmt
Subtotal$11,805SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMAINSTAY FOATING RATE FUND CPropertyDesc
How AcquiredPHowAcquiredCd
Sold2019-06-26SoldDt
Gross Sales Price$775GrossSalesPriceAmt
Cost Or Other Basis$810CostOrOtherBasisAmt
Gain Or Loss-$35GainOrLossAmt
Gains Minus Excess Or Losses-$35GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$35CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$625AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,965NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052236DistributionYr1Rt
Adjusted Qlfy Distri Yr2$700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,523NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055897DistributionYr2Rt
Adjusted Qlfy Distri Yr3$700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,024NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053747DistributionYr3Rt
Adjusted Qlfy Distri Yr4$701AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,642NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051385DistributionYr4Rt
Adjusted Qlfy Distri Yr5$750AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,020NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053495DistributionYr5Rt
Total Distribution0.26676TotalDistributionRt
Average Distribution0.053352AverageDistributionRt
Net Vl Noncharitable Assets$10,402NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$555AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$557AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Tax Due$2TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksPEGGY ANDERSONIndividualWithBooksNm
Phone6083785144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121943 CINDER AVENUEAddressLine1Txt
CityWARRENSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54666ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BECKY HAYES
RURAL ROUTE 2 BOX 316RAMSEYIL62080TRUSTEE0.00$0$0$0
JACK POTTER
2286 AUBURN ROADWARRENSWI54666TRUSTEE0.00$0$0$0
PEGGY ANDERSON
21943 CINDER AVENUEWARRENSWI54666TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,560TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,560AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$158CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,402NetVlNoncharitableAssetsAmt
Minimum Investment Return$520MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$520MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$518DistributableBeforeAdjAmt
Distributable Before Ded$518DistributableBeforeDedAmt
Distributable As Adjusted$518DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$600ExpensesAndContributionsAmt
Qualifying Distributions$600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$598AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$518DistributableAsAdjustedAmt
Qualifying Distributions$600QualifyingDistributionsAmt
Applied To Current Year$518AppliedToCurrentYearAmt
Remaining Distri From Corpus$82RemainingDistriFromCorpusAmt
Total Corpus$82TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$82ExcessDistriCyovToNextYrAmt
Excess From Current Year$82ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonMILLSTON MUSEUMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1W6665 BERRY STAddressLine1Txt
CityMILLSTONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54643ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeSUPPORT FOR LOCAL HISTORY MUSUEMGrantOrContributionPurposeTxt
Amt$600Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$395UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$395UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$395TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$177Amt
Net Investment Income$177NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Short ExplanationShortExplanationTxt
BECKY HAYES
NO COMPENSATION
JACK POTTER
NO COMPENSATION
PEGGY ANDERSON
NO COMPENSATION

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMAINSTAY INVESTMENTSStockNm
EOY Book Value$11,805EOYBookValueAmt
EOYFMV$9,484EOYFMVAmt

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