WARREN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WARREN FAMILY FOUNDATION (EIN 95-3201177)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-21
- IRS object ID
- 201823559349100312
- Schema version
- 2017v2.3
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-21T17:05:37-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2018-12-11 | 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 | 98.174.140.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-11 | IPDt |
| IP Tm | 10:17:06 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C164D0A358508CFB66F51B74B1B09608155FB2E4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1642CCD7882282B75C74243D94CBFEB4A7BF18A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $237,509 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $300 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $740,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $740,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$490,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,743 | CashBOYAmt |
| Cash EOY | $16,177 | CashEOYAmt |
| Cash EOYFMV | $16,177 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $711,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,332 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $737,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $737,774 | CapitalStockBOYAmt |
| Capital Stock EOY | $247,509 | 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 | $737,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $247,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $737,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $247,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $737,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$490,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $247,509 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $247,509 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $311,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $764,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.407963 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $227,031 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $825,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.275028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $321,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $906,924 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.354936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,060,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.221903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,272 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,050,472 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.343914 | DistributionYr5Rt |
| Total Distribution | 1.603744 | TotalDistributionRt |
| Average Distribution | 0.320749 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $550,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $740,188 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | $559,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $559,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $550,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,536 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $27,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,536 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $740,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $740,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $740,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $308,774 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $182,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $276,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $185,765 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $273,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,227,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $740,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $712,652 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,939,772 | 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 | $308,774 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,630,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $182,300 | ExcessFromYear4Amt |
| Excess From Year3 | $276,561 | ExcessFromYear3Amt |
| Excess From Year2 | $185,765 | ExcessFromYear2Amt |
| Excess From Year1 | $273,720 | ExcessFromYear1Amt |
| Excess From Current Year | $712,652 | 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 (27 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) | 2015 CHRISTMAS SHOP WITH A COP | $1,000 |
| ARTHRITIS FOUNDATION | |||||||
| 800 W 6TH STEET - SUITE 1010 | LOS ANGELES | CA | 90017 | N/A | 501(C)(3) | HELP FOR CHILDREN LIVING WITH ARTHRITIS | $200 |
| CALIFORNIA CENTER FOR THE ARTS | |||||||
| 340 NORTH ESCONDIDO BOULEVARD | ESCONDIDO | CA | 92025 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| CALIFORNIA HIGH SCHOOL RODEO ASSOCIATION DISTRICT 8 | |||||||
| PO BOX 1201 | PALMS | CA | 92277 | N/A | 501(C)(3) | GENERAL SUPPORT | $200 |
| 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 |
| CRISTIAN'S BIG HEART 5K THROUGH ERIC PAREDES SAVE A LIFE FOUNDATION | |||||||
| PMB 79 2514 JAMACHA ROAD SUITE 502 | EL CAJON | CA | 92019 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| THE ELIZABETH HOSPICE | |||||||
| 500 LA TERRAZA BLVD STE 130 | ESCONDIDO | CA | 92025 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| 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 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 |
| LUX ART INSTITUTE | |||||||
| 1550 S EL CAMINO REAL | ENCINITAS | CA | 92024 | N/A | 501(C)(3) | SUPPORT MUSEUM PROJECTS | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 SECOND AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 |
| MINGEI INTERNATIONAL MUSEUM | |||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | N/A | 501(C)(3) | SUPPORT DAILY OPERATIONS | $505,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| PO BOX 2310 | PALM SPRINGS | CA | 92263 | N/A | 501(C)(3) | SUPPORT MUSEUM PROGRAMS | $1,000 |
| POLYCYSTIC KIDNEY DISEASE FOUNDATION | |||||||
| 1001 E 101ST TERRACE SUITE 220 | KANSAS CITY | MO | 64131 | N/A | 501(C)(3) | GENERAL SUPPORT | $4,000 |
| 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 | $25,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 TORREY PINES ROAD | LA JOLLA | CA | 92037 | N/A | 501(C)(3) | RESEARCH INTO MACULAR DEGENERATION | $10,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | N/A | 501(C)(3) | GENERAL SUPPORT | $200 |
| 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 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | N/A | 501(C)(3) | PROVIDE REHABILITATION SERVICES TO WOUNDED SOLDIERS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,200 | 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 | $300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300 | 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 | $250,000 | 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 | $5,000 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | 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 VII-B, LINE 5A(4) | 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 11/28/2018. THE WARREN FAMILY FOUNDATION HAS IMPLEMENTED NEW PROCESSES TO REVIEW GRANTEE ELLIGIBILITY PRIOR TO AWARDING FUNDS, WHICH INCLUDE PUBLIC CHARITY STATUS VERIFICATION. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & FEES | $95 | $0 | $0 |
| FEDERAL INCOME TAX | $10 | $0 | $0 |
| STATE INCOME TAX | $10 | $0 | $0 |
| SOFTWARE LICENSE AND MAINTENANCE | $250 | $13 | $238 |
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