STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@MARK & PAT WARREN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE@MARK & PAT WARREN FAMILY FOUNDATION (EIN 20-0727663)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-13
IRS object ID
201422259349100932
Schema version
2013v3.1
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)
Return2014-08-13T14:20:25-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernstein & Rathman Inc CPAsBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1740 N Garey AveAddressLine1
CityPomonaCity
StateCAState
ZIP Code91767ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200727663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAT & MARK WARREN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPAT&BusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK A WARRENPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNARD A BERNSTEIN CPAPreparerPersonNm
PTINP01445171PTIN
Phone9096208388PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,058FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$25,001TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$37TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,862TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$861ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,919SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,058SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,058SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$15,919TotalAssetsBOYAmt
Total Assets EOY$15,058TotalAssetsEOYAmt
Total Assets EOYFMV$15,058TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$15,919UnrestrictedBOYAmt
Unrestricted EOY$15,058UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$15,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,058TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,919TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,058TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$861ExcessRevenueOverExpensesAmt
Subtotal$15,058SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,058TotNetAstOrFundBalancesEOYAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 CPABusinessNameLine1
FieldValueIRS element (for citing)
Phone9096208388PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1740 N GAREY AVEAddressLine1
CityPOMONACity
StateCAState
ZIP Code91767ZIPCode
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARK A WARREN
788 VIA SANTO TOMASCLAREMONTCA91711President0.00$0
PATRICIA R WARREN
788 VIA SANTO TOMASCLAREMONTCA91711Vice President0.00$0
DANIEL J PONTING
10670 COUNTRYSIDE DRRANCHO CUCAMONGACA91730Director0.00$0
SARAH PONTING
492 VICTORIA PLACECLAREMONTCA91711Director0.00$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 THEIR MEDICAL RECOVERY AND REHABILITATION POTENTIAL EFFICIENTLY IN AN ENVIRONMENT THAT RECOGNIZES THEIR UNIQUENESS, DIGNITY AND SELF-ESTEEM.Description1Txt
Expenses1$10,000Expenses1Amt
Description2THE LEARNING CENTERS AT FAIRPLEX PROVIDES A WIDE SPECTRUM OF INNOVATION AND ENRICHING EDUCATIONAL EXPERIENCES THAT BRING LEARNING TO LIFE, BENEFIT OUR DIVERSE COMMUNITIES, AND PREPARE OUR PARTICIPANTS FOR SUCCESS.Description2Txt
Expenses2$2,000Expenses2Amt
Description3THE BOYS & GIRLS CLUB OF POMONA VALLEY INSPIRES AND ENABLES ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS.Description3Txt
Expenses3$3,000Expenses3Amt
Description4BRIGHT 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$6,250Expenses4Amt

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
Reduction Claimed$0ReductionClaimedAmt
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$24,950ExpensesAndContributionsAmt
Qualifying Distributions$24,950QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,950AdjustedQualifyingDistriAmt

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$24,950CurrentYearAmt
Year1$23,000Year1Amt
Year2$11,100Year2Amt
Year3$20,960Year3Amt
Total$80,010TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$24,950CurrentYearAmt
Year1$23,000Year1Amt
Year2$11,100Year2Amt
Year3$20,960Year3Amt
Total$80,010TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$15,058CurrentYearAmt
Year1$15,919Year1Amt
Year2$8,575Year2Amt
Year3$10,485Year3Amt
Total$50,037TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARK A WARRENContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK WARRENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
FieldValueIRS element (for citing)
Recipient Phone0000000000RecipientPhoneNum
Form And Info And MaterialsMUST BE IN WRITING AND NO SPECIFIC FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA COLINA FOUNDATION
255 E BONITA AVEPOMONACA91767DirectorPublicFor medical recovery & rehabilitation.$10,000
LEARNING CENTER AT FAIRPLEX
1101 W MCKINLEY AVEPOMONACA91768Association MemberPublicFor vocational education learning.$2,000
POMONA VALLEY HOSP MED CTR FOUNDATI
1798 N GAREY AVENUEPOMONACA91767NonePublicFor building & equipment purposes for the hospital.$1,000
BRIGHT PROSPECT
281 SOUTH THOMAS STREET STE 302POMONACA91766NonePublicFor high potential and low-income students to gain admission to college.$6,250
POMONA VALLEY WORKSHOP
4650 BROOKS STMONTCLAIRCA91763NonePublicTo assist adults with disabilities.$500
POMONA VALLEY YMCA
350 N GAREY AVENUEPOMONACA91767NonePublicTo assist at risk youth.$1,000
BOYS GIRLS CLUB OF POMONA VALLEY
1420 S GAREY AVEPOMONACA91766NonePublicFor life enhancing programs and character development experiences.$3,000
AMERICAN CANCER SOCIETY
50 N HILL AVE STE 200PASADENACA91106NonePublicFor Cancer Research$200
POMONA SALVATION ARMY
490 E LA VERNE AVEPOMONACA91767NonePublicTo provide food, clothing & shelter to support those in need.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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 TOMASAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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 TOMASAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFranchise TaxCategoryTxt
Amt$37Amt