WARRENS AREA FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: WARRENS AREA FOUNDATION (EIN 39-6680078)
Tax period: 2014-04-01 to 2015-03-31
Filed: 2015-06-04
IRS object ID: 201541559349100204
Schema version: 2014v5.0
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
Accounting Fees Schedule
Compensation Explanation
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-06-04T10:32:45-05:00	ReturnTs
Tax Period End	2015-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	300802990	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Affordable Business Services LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	601 N Superior Ave Suite 9	AddressLine1Txt
City	Tomah	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54660	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	396680078	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLINTON POTTER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CLIN	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	21943 CINDER AVENUE	AddressLine1Txt
City	WARRENS	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54666	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PEGGY ANDERSON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6083785144	PhoneNum
Signature	2015-05-21	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rebecca Frost EA	PreparerPersonNm
PTIN	P00274831	PTIN
Phone	6083726630	PhoneNum
Preparation	2015-06-04	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,252	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$324	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$324	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$7	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,345	GrossSalesPriceAmt
Total Rev And Expnss	$317	TotalRevAndExpnssAmt
Total Net Invst Incm	$324	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$595	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$595	AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$595	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$595	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,345	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$595	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,028	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Corporate Stock BOY	$15,231	CorporateStockBOYAmt
Corporate Stock EOY	$14,203	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,252	CorporateStockEOYFMVAmt
Total Assets BOY	$15,231	TotalAssetsBOYAmt
Total Assets EOY	$14,203	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,252	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$15,231	UnrestrictedBOYAmt
Unrestricted EOY	$14,203	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,231	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,203	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,231	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,203	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,231	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,028	ExcessRevenueOverExpensesAmt
Subtotal	$14,203	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$14,203	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MAINSTAY FLOATING RATE FUND	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2013-03-21	AcquiredDt
Sold	2014-06-12	SoldDt
Gross Sales Price	$1,345	GrossSalesPriceAmt
Cost Or Other Basis	$1,352	CostOrOtherBasisAmt
Gain Or Loss	-$7	GainOrLossAmt
Gains Minus Excess Or Losses	-$7	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$7	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1	$15,231	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.0	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$850	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$15,294	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.055577	DistributionYr2Rt
Net Vl Noncharitable Assets Yr3	$16,887	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.0	DistributionYr3Rt
Net Vl Noncharitable Assets Yr4	$16,743	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.0	DistributionYr4Rt
Net Vl Noncharitable Assets Yr5	$16,152	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.0	DistributionYr5Rt
Total Distribution	0.055577	TotalDistributionRt
Average Distribution	0.011115	AverageDistributionRt
Net Vl Noncharitable Assets	$14,020	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$156	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$156	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$750	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
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	WI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	PEGGY ANDERSON	IndividualWithBooksNm
Phone	6083785144	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	21943 CINDER AVENUE	AddressLine1Txt
City	WARRENS	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54666	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
BECKY HAYES
RURAL ROUTE 2 BOX 316	RAMSEY	IL	62080	TRUSTEE	0.00	$0	$0	$0
JACK POTTER
28702 COUNTY EW	WARRENS	WI	54666	TRUSTEE	0.00	$0	$0	$0
PEGGY ANDERSON
21943 CINDER AVENUE	WARRENS	WI	54666	TRUSTEE	0.00	$0	$0	$0
CLINTON POTTER
28702 COUNTY EW	WARRENS	WI	54666	TRUSTEE	0.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$12,705	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,529	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,234	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$14,234	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$14,234	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$214	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$14,020	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$701	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$701	MinimumInvestmentReturnAmt
Distributable Before Adj	$701	DistributableBeforeAdjAmt
Distributable Before Ded	$701	DistributableBeforeDedAmt
Distributable As Adjusted	$701	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$750	ExpensesAndContributionsAmt
Qualifying Distributions	$750	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$750	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$701	DistributableAsAdjustedAmt
Qualifying Distributions	$750	QualifyingDistributionsAmt
Applied To Current Year	$701	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$49	RemainingDistriFromCorpusAmt
Total Corpus	$49	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$49	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$49	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TOWN OF LINCOLN FIRE DEPT
24248 ATLAS AVENUE	WARRENS	WI	54666	NONE	NC	DONATION	$550
WARRENS SOFTBALL ASSOCIATION
1314 STOUGHTON AVE	TOMAH	WI	54660	NONE	NC	DONATION	$200

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$750	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$357	UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	-$7	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$350	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$350	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$595	Amt
Net Investment Income	$595	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

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

Field	Value	IRS element (for citing)
Stock	MAINSTAY INVESTMENTS	StockNm
EOY Book Value	$14,203	EOYBookValueAmt
EOYFMV	$13,252	EOYFMVAmt

WARRENS AREA FOUNDATION: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Comments