STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@MARK & PAT WARREN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE@MARK & PAT WARREN FAMILY FOUNDATION (EIN 20-0727663)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-13
IRS object ID
201603189349100605
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)
Return2016-11-13T16:16:38-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330061935PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERNSTEIN & RATHMAN INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1740 N GAREY AVEAddressLine1Txt
CityPOMONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91767ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200727663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAT & MARK WARREN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAT&BusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK A WARRENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2016-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNARD A BERNSTEIN CPAPreparerPersonNm
PTINP01445171PTIN
Phone9096208388PhoneNum
Preparation2016-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$19,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$19,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$975TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,825TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$825ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,330SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,505SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,330TotalAssetsBOYAmt
Total Assets EOY$2,505TotalAssetsEOYAmt
Total Assets EOYFMV$2,505TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,330UnrestrictedBOYAmt
Unrestricted EOY$2,505UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,330TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,330TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,505TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,330TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$825ExcessRevenueOverExpensesAmt
Subtotal$2,505SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,505TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BERNSTEIN & RATHMAN INC CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9096208388PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1740 N GAREY AVEAddressLine1Txt
CityPOMONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91767ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK A WARREN
788 VIA SANTO TOMASCLAREMONTCA91711PRESIDENT0.00$0$0$0
PATRICIA R WARREN
788 VIA SANTO TOMASCLAREMONTCA91711VICE PRESIDE0.00$0$0$0
DANIEL J PONTING
10670 COUNTRYSIDE DRRANCHO CUCAMONGACA91730DIRECTOR0.00$0$0$0
SARAH PONTING
492 VICTORIA PLACECLAREMONTCA91711DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CASA COLINA PROVIDES INDIVIDUALS THE OPPORTUNITY TO MAXIMIZE RECOVERY AND REHABILITATION POTENTIAL EFFICIENTLY IN AN ENVIRONMENT THAT RECOGNIZES THEIR UNIQUENESS, DIGNITY AND SELF-ESTEEM.Description1Txt
Expenses1$6,200Expenses1Amt
Description2BRIGHT 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.Description2Txt
Expenses2$5,000Expenses2Amt
Description3POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION'S MISSION IS TO CONDUCT A DEVELOPMENT PROGRAM FOR RAISING FUNDS TO FURTHER THE OBJECTIVES OF POMONA VALLEY HOSPITAL MEDICAL CENTER.Description3Txt
Expenses3$2,500Expenses3Amt
Description4THE POMONA VALLEY YMCA DEVELOPS SKILLS AND ENCOURAGES VOLUNTEERISM THROUGH YOUTH PROGRAMMING, WELCOMES AND CONNECTS DIVERSE POPULATIONS THROUGH MEMBERSHIP AND SERVICES, AND PREVENTS CHRONIC DISEASE AND BUILDS HEALTHIER COMMUNITIES THROUGH COLLABORATION.Description4Txt
Expenses4$1,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,850ExpensesAndContributionsAmt
Qualifying Distributions$18,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$18,850QualifyingDistributionsAmt
Remaining Distri From Corpus$18,850RemainingDistriFromCorpusAmt
Total Corpus$18,850TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2004-08-16PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$18,850CurrentYearAmt
Year1$28,700Year1Amt
Year2$24,950Year2Amt
Year3$23,000Year3Amt
Total$95,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$18,850CurrentYearAmt
Year1$28,700Year1Amt
Year2$24,950Year2Amt
Year3$23,000Year3Amt
Total$95,500TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$2,505CurrentYearAmt
Year1$3,330Year1Amt
Year2$15,058Year2Amt
Year3$15,919Year3Amt
Total$36,812TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$2,505CurrentYearAmt
Year1$3,330Year1Amt
Year2$15,058Year2Amt
Year3$15,919Year3Amt
Total$36,812TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARK PAT WARRENContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK WARRENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9096226275RecipientPhoneNum
Form And Info And MaterialsMUST BE IN WRITING AND NO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
POMONA VALLEY YMCA
350 N GAREY AVEPOMONACA91767NONEPUBLICTO ASSIST AT-RISK YOUTH$1,000
POMONA VALLEY WORKSHOP
4650 BROOKS STMONTCLAIRCA91763NONEPUBLICTO ASSIST ADULTS WITH DISABILITIES$500
POMONA VALLEY HOSPITAL MED CTR
1798 N GAREY AVEPOMONACA91767NONEPUBLICFOR BUILDING & EQUIPMENT PURPOSES$2,500
BRIGHT PROSPECT
281 S THOMAS ST STE 302POMONACA91766NONEPUBLICTO ASSIST STUDENTS TO ENTER COLLEGE$5,000
CASA COLINA FOUNDATION
255 E BONITA AVEPOMONACA91767DIRECTORPUBLICFOR MEDICAL RECOVERY & REHAB$6,200
POMONA SALVATION ARMY
490 E LA VERNE AVEPOMONACA91767NONEPUBLICTO PROVIDE FOOD, CLOTHING & SHELTER$500
INLAND VALLEY HOPE PARTNERS
1753 N PARK AVEPOMONACA91768NONEPUBLICPROVIDE FOOD, SHELTER, SUPPORT$1,000
ABILITY FIRST
480 S INDIAN HILLCLAREMONTCA91711NONEPUBLICHELP ADULTS/CHILDREN WITH DISABILITY$450
AMERICAN CANCER SOCIETY
1236 W FOOTHILL BLVDUPLANDCA91786NONEPUBLICHELP FIND A CURE FOR CANCER$100
BOYS AND GIRLS CLUB OF POMONA
1420 S GAREY AVEPOMONACA91767NONEPUBLICHELP YOUNG PEOPLE TO REACH POTENTIAL$500
THE LEARNING CENTERS AT FAIRPLEX
1101 W MCKINLEY AVEPOMONACA91768NONEPUBLICINNOVATIVE EDUCATIONAL EXPERIENCES$1,000
INDEPENDENCE FARM
383 ROUTE 6AEAST SANDWICHMA02537NONEPUBLICHELP LEARNING DISABLED MALE YOUTH$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,850TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARK PAT WARRENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
Total Contributions$19,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$975Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMARK PAT WARRENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd