WARREN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WARREN FAMILY FOUNDATION (EIN 95-3201177)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201923179349101247
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T15:07:09-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-11-05 | 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 | 98.174.140.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 09:21:18 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C54B329E84AE7D35A6CAC32331E375FF2E2953D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1642CCD7882282B75C74243D94CBFEB4A7BF18A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $464,495 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $500,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139 | 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 |
| Legal Fees Rev And Expnss | $308 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $293 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $247 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,177 | CashBOYAmt |
| Cash EOY | $243,024 | CashEOYAmt |
| Cash EOYFMV | $243,024 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $221,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,471 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $10,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $247,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $464,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $247,509 | CapitalStockBOYAmt |
| Capital Stock EOY | $464,495 | 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 | $247,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $464,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $247,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $247,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $464,495 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $464,495 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $740,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $550,726 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.344022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $311,948 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $764,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.407963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $227,031 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $825,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.275028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $321,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $906,924 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.354936 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $235,305 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,060,394 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.221903 | DistributionYr5Rt |
| Total Distribution | 2.603852 | TotalDistributionRt |
| Average Distribution | 0.520770 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $388,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $202,388 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $202,388 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,890 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $394,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $394,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,432 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $19,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,890 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $182,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $276,561 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $185,765 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $273,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $712,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,630,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,892,456 | 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 | $182,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,710,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,561 | ExcessFromYear4Amt |
| Excess From Year3 | $185,765 | ExcessFromYear3Amt |
| Excess From Year2 | $273,720 | ExcessFromYear2Amt |
| Excess From Year1 | $712,652 | ExcessFromYear1Amt |
| Excess From Current Year | $261,458 | 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 (17 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 | $1,000 |
| CASA DE AMPARO | |||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | N/A | 501(C)(3) | PROVIDE SHELTER FOR ABUSED CHILDREN | $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 |
| GROUP RELATIONS INTERNATIONAL | |||||||
| 4323 SANTA MONICA AVE | SAN DIEGO | CA | 92107 | N/A | 501(C)(3) | PROVIDE FINANCIAL ASSISTANCE TO YOUTH INVOLVED IN THE JUVENILE SYSTEM | $10,000 |
| LA JOLLA MEALS ON WHEELS | |||||||
| 9888 GENESEE AVENUE | LA JOLLA | CA | 92037 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| MINGEI INTERNATIONAL MUSEUM | |||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | N/A | 501(C)(3) | SUPPORT DAILY OPERATIONS | $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 | $26,000 |
| SAN DIEGO ZOO GLOBAL | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | N/A | 501(C)(3) | SUPPORT DICKINSON LEARNING CENTER | $25,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| 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 | |||||||
| 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 FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930940 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,500 | 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 | $139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANNE C WARREN | BusinessNameLine1Txt |
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 | $500,000 | 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 | $3,000 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF TAXABLE EXPENDITURE AND CORRECTIVE MEASURES TAKEN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART II, LINE 7 | FormAndLineReferenceDesc |
| Medium Explanation | TRANSACTION: A GRANT WAS PAID ON JUNE 4, 2018 OF $10,000 TO THE DEL MAR BEACH PRESERVATION COALITION, AN ORGANIZATON EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(4). EXPENDITURE RESPONSIBILITY WAS NOT EXERCISED.CORRECTION: $10,000 WAS RETURNED TO THE WARREN FAMILY FOUNDATION BY THE DEL MAR BEACH PRESERVATION COALITION ON NOVEMBER 28, 2018. THE WARREN FAMILY FOUNDATION HAS IMPLEMENTED NEW PROCESSES TO REVIEW GRANTEE ELLIGIBILITY PRIOR TO AWARDING FUNDS, WHICH INCLUDE PUBLIC CHARITY STATUS VERIFICATION. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $308 | LegalFeesAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $293 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $2,000 | $0 | $0 |
| STATE INCOME TAX | $85 | $0 | $0 |
| SOFTWARE LICENSE AND MAINTENANCE | $260 | $13 | $247 |
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