WARREN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WARREN FAMILY FOUNDATION (EIN 95-3201177)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-17
- IRS object ID
- 202600489349100530
- Schema version
- 2024v5.5
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T19:47:27-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | 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 | 2024-07-01 | 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 | 2026-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN BROWNELL | PreparerPersonNm |
| PTIN | P00232091 | PTIN |
| Phone | 8585589200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $216,274 | 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 | $3,202,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,982 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,982 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,212,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,982 | 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 | $9,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,894 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,576 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $126 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $80 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $349 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,240,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,240,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,250,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,248,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $254,725 | CashBOYAmt |
| Cash EOY | $216,274 | CashEOYAmt |
| Cash EOYFMV | $216,274 | CashEOYFMVAmt |
| Total Assets BOY | $254,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $216,274 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $254,725 | CapitalStockBOYAmt |
| Capital Stock EOY | $216,274 | 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 | $254,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $254,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $216,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $254,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $216,274 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $216,274 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $390 | OverpaymentAmt |
| Applied To ES Tax | $390 | 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 | Yes (1) | 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 | $851,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $851,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $851,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $839,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110 | TotalTaxAmt |
| Distributable Before Adj | $41,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,844 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,248,799 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,248,799 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $276,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $270,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $322,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,271,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $454,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,595,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,248,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,206,955 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,802,820 | 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 | $276,812 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,526,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $270,446 | ExcessFromYear4Amt |
| Excess From Year3 | $322,852 | ExcessFromYear3Amt |
| Excess From Year2 | $1,271,521 | ExcessFromYear2Amt |
| Excess From Year1 | $454,234 | ExcessFromYear1Amt |
| Excess From Current Year | $3,206,955 | 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 CAMP | |||||||
| 440 WELSHWOOD DRIVE 100 | NASHVILLE | TN | 37211 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BEACONS INC | |||||||
| 6150 YARROW DRIVE SUITE E | CARLSBAD | CA | 92011 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CALIFORNIA CENTER FOR THE ARTS ESCONDIDO FOUNDATION | |||||||
| 340 NORTH ESCONDIDO BOULEVARD | ESCONDIDO | CA | 92025 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CASA DE AMPARO | |||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILDRENS HOSPITAL OF ORANGE COUNTY | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CHRISTIAN'S BIG HEART | |||||||
| 973 ANCHORAGE PLACE | CHULA VISTA | CA | 91914 | N/A | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY RESOURCE CENTER | |||||||
| 650 2ND STREET | ENCINITAS | CA | 920243560 | N/A | PC | GENERAL SUPPORT | $50,000 |
| COUNTRY FRIENDS | |||||||
| PO BOX 142 | RANCHO SANTA FE | CA | 92067 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DEL MAR FOUNDATION | |||||||
| PO BOX 2913 | DEL MART | CA | 92014 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GROUP RELATIONS INTERNATIONAL | |||||||
| 4323 SANTA MONICA AVENUE | SAN DIEGO | CA | 92107 | N/A | PC | GENERAL SUPPORT | $15,000 |
| MEALS-ON-WHEELS GREATER SAN DIEGO INC | |||||||
| 2254 SAN DIEGO AVENUE SUITE 200 | SAN DIEGO | CA | 92110 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MINGEI INTERNATIONAL MUSEUM | |||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | N/A | PC | GENERAL SUPPORT | $1,500 |
| NORTH COAST REPERTORY THEATRE | |||||||
| 987 LOMAS SANTA FE SUITE D | SOLANA BEACH | CA | 920752142 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PKD FOUNDATION | |||||||
| 1001 E 101ST TERRACE SUITE 220 | KANSAS CITY | MO | 64131 | N/A | PC | GENERAL SUPPORT | $10,000 |
| RADY CHILDREN'S HOSPITAL - SAN DIEGO | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL SUPPORT | $25,000 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | N/A | PC | GENERAL SUPPORT | $250 |
| SAN DIEGO PARKS FOUNDATION | |||||||
| 1180 ROSECRANS STREET 517 | SAN DIEGO | CA | 92106 | N/A | PC | GENERAL SUPPORT | $2,900 |
| SAN DIEGO RESCUE MISSION | |||||||
| 120 ELM ST | SAN DIEGO | CA | 92101 | N/A | PC | GENERAL SUPPORT | $500 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 TORREY PINES ROAD | LA JOLLA | CA | 92037 | N/A | PC | GENERAL SUPPORT | $10,000 |
| ST VINCENT DE PAUL VILLAGE | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | N/A | PC | GENERAL SUPPORT | $25,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION - SAN DIEGO | |||||||
| 4899 MURPHY CANYON ROAD SUITE 102 | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TUNNEL TO TOWERS FOUNDATIONS | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL SUPPORT | $2,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930940 | N/A | PC | GENERAL SUPPORT | $3,000,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 857210111 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ALPHA PHI FOUNDATION INC | |||||||
| 1985 S JOSEPHINE ST | DENVER | CO | 80210 | N/A | PC | GENERAL SUPPORT | $518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,240,668 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,982 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,982 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,982 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOANNE C WARREN | ||||||
| 1 | PO BOX 915 | RANCHO SANTA FE | CA | 92067 | $3,200,000 | Yes (X) |
| WARREN PROPERTIES INC | ||||||
| 2 | 6134 LA GRANADA | RANCHO SANTA FE | CA | 92067 | $2,400 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,470 | Amt |
| Net Investment Income | $1,894 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,576 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE LICENSE AND MAINTENANCE | $331 | $66 | $265 |
| BANK SERVICE CHARGES | $105 | $21 | $84 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES & SERVICES | CategoryTxt |
| Amt | $159 | Amt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $126 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE C WARREN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6134 LA GRANADA | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPARTMENT OF JUSTICE | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
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