THE@MARK & PAT WARREN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE@MARK & PAT WARREN FAMILY FOUNDATION (EIN 20-0727663)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349104509
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:16:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832856444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOSS ALLEN BERNSTEIN LIGHTFOOT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W FOOTHILL BLVD | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200727663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT & MARK WARREN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAT& | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 VIA SANTO TOMAS | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A WARREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2022-11-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK A | PersonFirstNm |
| Person Last | WARREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD A BERNSTEIN | PreparerPersonNm |
| PTIN | P01445171 | PTIN |
| Phone | 9096213023 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $469,585 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,135 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,135 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,137 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $938 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,137 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,818 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $287,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $302,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $439,767 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $322,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $469,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $322,023 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $332,415 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $332,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $332,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $332,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $73 | SubtotalAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $73 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOSS ALLEN BERNSTEIN LIGHTFOOT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096213023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 W FOOTHILL BLVD STE 310 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MARK A WARREN | ||||||||
| 788 VIA SANTO TOMAS | CLAREMONT | CA | 91711 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PATRICIA R WARREN | ||||||||
| 788 VIA SANTO TOMAS | CLAREMONT | CA | 91711 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| DANIEL J PONTING | ||||||||
| 10670 COUNTRYSIDE DR | RANCHO CUCAMONGA | CA | 91730 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SARAH PONTING | ||||||||
| 492 VICTORIA PLACE | CLAREMONT | CA | 91711 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ABILITYFIRST PROVIDES A VARIETY OF PROGRAMS DESIGNED TO HELP PEOPLE WITH DISABILITIES ACHIEVE THEIR PERSONAL BEST THROUGHOUT THEIR LIVES BY CREATING TARGETED PROGRAMMING TO HELP AN INDIVIDUAL SUCCESSFULLY TRANSITION FROM CHILDHOOD TO ADULT LIFE. | Description1Txt |
| Expenses1 | $5,000 | Expenses1Amt |
| Description2 | CASA COLINA PROVIDES INDIVIDUALS THE OPPORTUNITY TO MAXIMIZE RECOVERY AND REHABILITATION POTENTIAL EFFICIENTLY IN AN ENVIRONMENT THAT RECOGNIZES THEIR UNIQUENESS, DIGNITY AND SELF-ESTEEM. | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
| Description3 | PILGRIM CONGREGATIONAL CHURCH IS AN INDEPENDENT COMMUNITY OF CHRISTIAN FAITH WHICH GLORIFIES GOD THROUGH WORSHIP AND SERVICE TO OTHERS, RESPECTS INDIVIDUAL SPIRITUAL GROWTH, AND INSPIRES COMPASSIONATE FELLOWSHIP. | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | BRIGHT PROSPECT EMPOWERS HIGH POTENTIAL, LOW-INCOME STUDENTS TO GAIN ADMISSION, SUCCEED AND GRADUATE FROM FOUR-YEAR COLLEGES AND UNIVERSITIES BY PROVIDING A COMPREHENSIVE COUNSELING AND SUPPORT SYSTEM THROUGHOUT THEIR HIGH SCHOOL AND COLLEGE YEARS. | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $19,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $19,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,250 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,250 | CurrentYearAmt |
| Year1 | $33,100 | Year1Amt |
| Year2 | $22,530 | Year2Amt |
| Year3 | $15,450 | Year3Amt |
| Total | $90,330 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,250 | CurrentYearAmt |
| Year1 | $33,100 | Year1Amt |
| Year2 | $22,530 | Year2Amt |
| Year3 | $15,450 | Year3Amt |
| Total | $90,330 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $469,588 | CurrentYearAmt |
| Year1 | $370,272 | Year1Amt |
| Year2 | $397,191 | Year2Amt |
| Year3 | $27,327 | Year3Amt |
| Total | $1,264,378 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $469,588 | CurrentYearAmt |
| Year1 | $370,272 | Year1Amt |
| Year2 | $397,191 | Year2Amt |
| Year3 | $27,327 | Year3Amt |
| Total | $1,264,378 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK PAT WARREN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK WARREN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 VIA SANTO TOMAS | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9096226275 | RecipientPhoneNum |
| Form And Info And Materials | MUST BE IN WRITING AND NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 480 S INDIAN HILL | CLAREMONT | CA | 91711 | NONE | PUBLIC | HELP ADULTS/CHILDREN WITH DISABILITY | $5,000 |
| ANTHESIS | |||||||
| 4650 BROOKS ST | MONTCLAIR | CA | 91763 | NONE | PUBLIC | SUPPORT ADULTS WITH DISABILITIES | $500 |
| BRIGHT PROSPECT | |||||||
| 281 S THOMAS ST STE 302 | POMONA | CA | 91766 | NONE | PUBLIC | TO ASSIST STUDENTS TO ENTER COLLEGE | $2,500 |
| CASA COLINA FOUNDATION | |||||||
| 255 E BONITA AVE | POMONA | CA | 91767 | NONE | PUBLIC | FOR MEDICAL RECOVERY & REHAB | $5,000 |
| HILLCREST HOMES | |||||||
| 2705 MOUNTAIN VIEW DRIVE | LA VERNE | CA | 91750 | NONE | PUBLIC | ELDER CARE / HOUSING | $250 |
| PILGRIM CONGREGATIONAL CHURCH | |||||||
| 600 N GAREY AVE | POMONA | CA | 91767 | NONE | PUBLIC | CHURCH | $5,000 |
| POMONA PUBLIC LIBRARY | |||||||
| 625 S GAREY AVE | POMONA | CA | 91766 | NONE | PUBLIC | PROVIDES LIBRARY SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $5,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $132 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,886 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,269 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,886 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,155 | 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 |
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 Person | MARK PAT WARREN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 VIA SANTO TOMAS | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | 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 | $1,575 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 57 FIDELITY MSCI HEALTH CARE | 2020-06 | PURCHASE | 2021-04 | $3,469 | $2,837 | $632 |
| 75 SCHWAB US DIVIDEND EQUITY ETF | 2020-10 | PURCHASE | 2021-04 | $5,591 | $4,401 | $1,190 |
| 0.98 VERIZON COMMUNICATIONS | 2021-01 | PURCHASE | 2021-04 | $57 | $55 | $2 |
| 1 VERIZON COMMUNICATIONS | 2021-01 | PURCHASE | 2021-04 | $94 | $92 | $2 |
| 58 VERIZON COMMUNICATIONS | PURCHASE | 2021-04 | $3,398 | $3,338 | $60 | |
| PURCHASE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $5,118 | $22,685 |
| MASTERCARD INC | $2,560 | $2,875 |
| MC DONALDS CORP | $3,403 | $4,899 |
| MICROSOFT CORP | $13,729 | $29,257 |
| NEXTERA ENERGY INC | $3,473 | $7,145 |
| SOUTHWEST AIRLINES | $2,440 | $2,999 |
| VERIZON COMMUNICATION | ||
| CHARLES SCHWAB US MC ETF | $24,472 | $33,539 |
| FIDELITY MSCI HEALTH | $10,856 | $13,732 |
| INVESCO QQQ TRUST | $40,196 | $55,699 |
| ISHARES CORE S&P SMALL | $14,335 | $16,833 |
| ISHARES RUSSELL 2000 | $6,031 | $8,676 |
| ISHARES S&P SMALL CAP | $6,059 | $10,658 |
| ISHARES TRANSPORTATION | $17,586 | $22,947 |
| SCHWAB US DIVIDEND | $18,683 | $24,249 |
| TECHNOLOGY SELECT SECTOR | $14,037 | $21,212 |
| SCHWAB INTL INDEX FUND | $15,930 | $18,854 |
| SCHWAB S&P 500 INDEX FD | $103,689 | $143,508 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $938 | Amt |