WARREN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WARREN FAMILY FOUNDATION (EIN 95-3201177)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104618
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:20:47-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953201177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARR | BusinessNameControlTxt |
| Phone | 8587563711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 915 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY W ST AMOUR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587563711 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J BROWNELL | PreparerPersonNm |
| PTIN | P00232091 | PTIN |
| Phone | 8585589200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.71.177.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 12:33:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 830F56ACE18AB0A141B8BCD48F12405A682C32F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78544F40EB753377050068485DE963D924292878 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $467,554 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,294 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,294 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $305,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,294 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $338 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $276 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,976 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,024 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $221,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $467,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $467,554 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $464,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $467,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $464,495 | CapitalStockBOYAmt |
| Capital Stock EOY | $467,554 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $464,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $464,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $464,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $467,554 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,554 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $388,632 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.722766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $740,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $550,726 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.344022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $311,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $764,648 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.407963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $227,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $825,482 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.275028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $321,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $906,924 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.354936 | DistributionYr5Rt |
| Total Distribution | 3.104715 | TotalDistributionRt |
| Average Distribution | 0.620943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $485,136 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,242 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,976 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $85 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN PROPERTIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7604806211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6134 LA GRANADA | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TRACY W ST AMOUR | ||||||||
| 6134 LA GRANADA | RANCHO SANTA FE | CA | 92067 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRUCE L WARREN | ||||||||
| 6134 LA GRANADA | RANCHO SANTA FE | CA | 92067 | EXECUTIVE V.P. / SECRETARY | 1.00 | $0 | $0 | $0 |
| JOANNE C WARREN | ||||||||
| 6134 LA GRANADA | RANCHO SANTA FE | CA | 92067 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LISA W CAMPBELL | ||||||||
| 6134 LA GRANADA | RANCHO SANTA FE | CA | 92067 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROL L WARREN | ||||||||
| 6134 LA GRANADA | RANCHO SANTA FE | CA | 92067 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $492,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $492,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $492,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $485,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93 | TotalTaxAmt |
| Distributable Before Adj | $24,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,976 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,976 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $276,561 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $185,765 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $273,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $712,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,710,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $276,812 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,986,968 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $276,561 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,710,407 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $185,765 | ExcessFromYear4Amt |
| Excess From Year3 | $273,720 | ExcessFromYear3Amt |
| Excess From Year2 | $712,652 | ExcessFromYear2Amt |
| Excess From Year1 | $261,458 | ExcessFromYear1Amt |
| Excess From Current Year | $276,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANNE C WARREN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRACY W ST AMOUR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 915 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8587563711 | RecipientPhoneNum |
| Form And Info And Materials | NAME AND ADDRESS OF CHARITY; PURPOSE FOR REQUEST; STATUS OF CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDREW JACKSON POLICE YOUTH | |||||||
| 440 WELSHWOOD DRIVE 100 | NASHVILLE | TN | 37211 | N/A | 501(C)(3) | SUPPORT FOR YOUTH CAMP | $500 |
| BEACONS INC | |||||||
| 6150 YARROW DRIVE SUITE E | CARLSBAD | CA | 92011 | N/A | 501(C)(3) | SUPPORT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $5,000 |
| CALIFORNIA CENTER FOR THE ARTS | |||||||
| 340 NORTH ESCONDIDO BOULEVARD | ESCONDIDO | CA | 92025 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| CASA DE AMPARO | |||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | N/A | 501(C)(3) | PROVIDE SHELTER FOR ABUSED CHILDREN | $5,000 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| COASTAL COMMUNITIES CONCERT BAND FOUNDATION | |||||||
| 139 CELEYA COURT | SOLANA BEACH | CA | 92075 | N/A | 501(C)(3) | PROVIDE SCHOLARSHIPS FOR NEEDY CHILDREN | $500 |
| CRISTIAN'S BIG HEART | |||||||
| 973 ANCHORAGE PLACE | CHULA VISTA | CA | 91914 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| EASTERN SIERRA LAND TRUST | |||||||
| PO BOX 755 | BISHOP | CA | 93515 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| GROUP RELATIONS INTERNATIONAL | |||||||
| 4323 SANTA MONICA AVENUE | SAN DIEGO | CA | 92107 | N/A | 501(C)(3) | PROVIDE FINANCIAL ASSISTANCE TO YOUTH INVOLVED IN THE JUVENILE SYSTEM | $10,000 |
| LA JOLLA COUNTRY DAY SCHOOL | |||||||
| 9490 GENESEE AVENUE | LA JOLLA | CA | 92037 | N/A | 501(C)(3) | PROVIDE EDUCATIONAL SUPPORT | $5,000 |
| LA JOLLA MEALS ON WHEELS | |||||||
| 9888 GENESEE AVENUE | LA JOLLA | CA | 92037 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| POLYCYSTIC KIDNEY DISEASE FOUNDATION | |||||||
| 1001 E 101ST TERRACE SUITE 220 | KANSAS CITY | MO | 64131 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| RADY CHILDREN'S HOSPITAL | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | N/A | 501(C)(3) | MEDICAL RESEARCH | $25,000 |
| SAN DIEGO ZOO GLOBAL | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | N/A | 501(C)(3) | SUPPORT DICKINSON LEARNING CENTER | $50,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | N/A | 501(C)(3) | GENERAL SUPPORT | $35,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 TORREY PINES ROAD | LA JOLLA | CA | 92037 | N/A | 501(C)(3) | RESEARCH INTO MACULAR DEGENERATION | $10,000 |
| ST VINCENT DE PAUL VILLAGE | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | N/A | 501(C)(3) | PROVIDE SERVICES AND MEALS FOR PEOPLE IN NEED | $25,000 |
| SUSAN G KOMEN | |||||||
| PO BOX 660843 | DALLAS | TX | 75266 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| THE COUNTRY FRIENDS | |||||||
| PO BOX 142 | RANCHO SANTA FE | CA | 92067 | N/A | 501(C)(3) | SUPPORT FOR LOCAL CHARITIES | $10,000 |
| THE DEL MAR FOUNDATION | |||||||
| PO BOX 2913 | DEL MAR | CA | 92014 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| UC SAN DIEGO HEALTH FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930940 | N/A | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| US FOR WARRIORS FOUNDATION | |||||||
| 1690 W FRONTAGE ROAD SUITE 201 | CHULA VISTA | CA | 91911 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,294 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOANNE C WARREN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 915 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,700 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $324 | $324 | $0 |
| LICENSES & PERMITS | $20 | $0 | $20 |
| SOFTWARE LICENSE AND MAINTENANCE | $270 | $14 | $256 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $536 | $0 | $0 |
| STATE INCOME TAX | $85 | $0 | $0 |
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