BETA

WARRENS AREA FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WARRENS AREA FOUNDATION (EIN 39-6680078)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-05-10
IRS object ID
201641319349100729
Schema version
2015v2.1
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)
Return2016-05-10T10:12:21-05:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

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 Begin2015-04-01TaxPeriodBeginDt

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
Phone6083785144PhoneNum
Signature2016-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebecca Frost EAPreparerPersonNm
PTINP00274831PTIN
Phone6083726524PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,318FMVAssetsEOYAmt
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$327DividendsRevAndExpnssAmt
Dividends Net Invst Incm$327DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$700GrossSalesPriceAmt
Total Rev And Expnss$310TotalRevAndExpnssAmt
Total Net Invst Incm$327TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$100AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$701ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$701ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$100TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$701TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$491ExcessRevenueOverExpensesAmt
Net Investment Income$227NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$14,203CorporateStockBOYAmt
Corporate Stock EOY$13,712CorporateStockEOYAmt
Corporate Stock EOYFMV$12,318CorporateStockEOYFMVAmt
Total Assets BOY$14,203TotalAssetsBOYAmt
Total Assets EOY$13,712TotalAssetsEOYAmt
Total Assets EOYFMV$12,318TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$14,203UnrestrictedBOYAmt
Unrestricted EOY$13,712UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$14,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,712TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,712TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$491ExcessRevenueOverExpensesAmt
Subtotal$13,712SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,712TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMAINSTAY FLOATING RATE FUND CPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-03-21AcquiredDt
Sold2015-06-09SoldDt
Gross Sales Price$700GrossSalesPriceAmt
Cost Or Other Basis$717CostOrOtherBasisAmt
Gain Or Loss-$17GainOrLossAmt
Gains Minus Excess Or Losses-$17GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$17CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$750AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,020NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053495DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$15,231NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,294NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055577DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$16,887NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$16,743NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.109072TotalDistributionRt
Average Distribution0.021814AverageDistributionRt
Net Vl Noncharitable Assets$13,642NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$298AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$300AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$701QualifyingDistributionsAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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
28702 COUNTY EWWARRENSWI54666TRUSTEE0.00$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$12,785AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,065AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,850TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$208CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,642NetVlNoncharitableAssetsAmt
Minimum Investment Return$682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$682MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$680DistributableBeforeAdjAmt
Distributable Before Ded$680DistributableBeforeDedAmt
Distributable As Adjusted$680DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$701ExpensesAndContributionsAmt
Qualifying Distributions$701QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$699AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$680DistributableAsAdjustedAmt
Qualifying Distributions$701QualifyingDistributionsAmt
Applied To Current Year$680AppliedToCurrentYearAmt
Remaining Distri From Corpus$21RemainingDistriFromCorpusAmt
Total Corpus$21TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$21ExcessDistriCyovToNextYrAmt
Excess From Current Year$21ExcessFromCurrentYearAmt

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 PersonTOWN OF LINCOLN FIRE DEPARTMENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line124248 ATLAS AVENUEAddressLine1Txt
CityWARRENSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54666ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeDONATIONGrantOrContributionPurposeTxt
Amt$701Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$701TotalGrantOrContriPdDurYrAmt
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$327UnrelatedBusinessTaxblIncmAmt

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$327UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$327TotalIncomeProducingActyAmt

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$100Amt
Net Investment Income$100NetInvestmentIncomeAmt
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$13,712EOYBookValueAmt
EOYFMV$12,318EOYFMVAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.