STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@MARK & PAT WARREN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE@MARK & PAT WARREN FAMILY FOUNDATION (EIN 20-0727663)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-08
IRS object ID
201312209349100206
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-08T08:37:09-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1740 N Garey AveAddressLine1
CityPomonaCity
StateCAState
ZIP Code91767ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200727663EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMARK A WARRENName
TitlePresidentTitle
Date Signed2013-08-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBERNARD A BERNSTEIN CPAName
PTINP01445171PTIN
Phone9096208388Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY15919FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss31040ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss103InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm103InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm103InterestOnSavingsAdjNetIncm
Total Revenue And Expenses31143TotalRevenueAndExpenses
Total Net Investment Income103TotalNetInvestmentIncome
Total Adjusted Net Income103TotalAdjustedNetIncome
Accounting Fees Rev And Expnss885AccountingFeesRevAndExpnss
Taxes Rev And Expnss20TaxesRevAndExpnss
Other Expenses Rev And Expnss-106OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss799TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss23000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps23000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss23799TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps23000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses7344ExcessOfRevenueOverExpenses
Net Investment Income103NetInvestmentIncome
Adjusted Net Income103AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY3975SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY15919SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV15919SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Rcvbl BOY4600OtherNotesAndLoansRcvblBOY
Total Assets BOY8575TotalAssetsBOY
Total Assets EOY15919TotalAssetsEOY
Total Assets EOYFMV15919TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY8575UnrestrictedBOY
Unrestricted EOY15919UnrestrictedEOY
Total Net Assets BOY8575TotalNetAssetsBOY
Total Net Assets EOY15919TotalNetAssetsEOY
Total Liabilities Net Assets BOY8575TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY15919TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY8575TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses7344ExcessOfRevenueOverExpenses
Subtotal15919Subtotal
Total Net Assets Fund Balances EOY15919TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2InvestmentIncomeExciseTax
Subtotal2Subtotal
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Tax Due2TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNSTEIN & RATHMAN INC CPABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9096208388BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1740 N GAREY AVEAddressLine1
CityPOMONACity
StateCAState
ZIP Code91767ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
SARAH PONTING
492 VICTORIA PLACECLAREMONTCA91711Director0.000
DANIEL J PONTING
10670 COUNTRYSIDE DRRANCHO CUCAMONGACA91730Director0.000
PATRICIA R WARREN
788 VIA SANTO TOMASCLAREMONTCA91711Vice President0.000
MARK A WARREN
788 VIA SANTO TOMASCLAREMONTCA91711President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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.Description1
Expenses112900Expenses1
Description2THE LEARNING CENTERS AT FAIRPLEX SUPPORTS A VAST ARRAY OF RELEVANT EDUCATIONAL PROGRAMS THAT PROVIDE HANDS-ON LEARNING EXPERIENCES DURING THE L.A.COUNTY FAIR AND THROUGHOUT THE YEAR.Description2
Expenses22000Expenses2
Description3POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION'S PURPOSE IS TO ENCOURAGE AND RECEIVE CHARITABLE GIFTS TO BE USED FOR THE SUPPORT OF THE HOSPITAL'S BUILDING AND EQUIPMENT FUND.Description3
Expenses31000Expenses3
Description4CAPE COD COMMUNITY IS BUILDING PERMANENT CHARITABLE RESOURCES FOR COMMUNITY BETTERMENT THROUGH INFORMED GRANT MAKING AND CIVIC LEADERSHIP.Description4
Expenses42500Expenses4

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions23000ExpensesAndContributions
Qualifying Distributions23000QualifyingDistributions
Adj Qualifying Distributions23000AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling2004-08-16DateOfRuling
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Total0Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year23000CurrentYear
Year111100Year1
Year220960Year2
Total55060Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year23000CurrentYear
Year111100Year1
Year220960Year2
Total55060Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Current Year15919CurrentYear
Year18575Year1
Year210485Year2
Year37625Year3
Total42604Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMARK A WARRENContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMARK WARRENRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number0000000000RecipientPhoneNumber
Form And Info And MaterialsMUST BE IN WRITING AND NO SPECIFIC FORM.FormAndInfoAndMaterials
Submission DeadlinesN/ASubmissionDeadlines
Restrictions On AwardsN/ARestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CAPE COD COMMUNITY FOUNDATION
259 WILLOW STREETYARMOUTHPORTMA02675NonePublicTo provide community betterment through informed grant making and civic leadership.$2,500
POMONA SALVATION ARMY
490 E LA VERNE AVEPOMONACA91767NonePublicTo provide food, clothing & shelter to support those in need.$1,000
AMERICAN CANCER SOCIETY
50 N HILL AVE STE 200PASADENACA91106NonePublicFor Cancer Research$100
RIVERVIEW SCHOOL
551 ROUTE 6A EAST SANDWICHCAPE CODMA02537NonePublicFor learning & educational purposes.$2,000
POMONA VALLEY YMCA
350 N GAREY AVENUEPOMONACA91767NonePublicTo assist at risk youth.$500
POMONA VALLEY WORKSHOP
4650 BROOKS STMONTCLAIRCA91763NonePublicTo assist adults with disabilities.$1,000
POMONA VALLEY HOSP MED CTR FOUNDATI
1798 N GAREY AVENUEPOMONACA91767NonePublicFor building & equipment purposes.$1,000
LEARNING CENTER AT FAIRPLEX
1101 W MCKINLEY AVEPOMONACA91768NonePublicFor vocational education learning.$2,000
CASA COLINA FOUNDATION
255 E BONITA AVEPOMONACA91767NonePublicFor medical recovery & rehabilitation.$12,900
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year23000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$103ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$103ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA103TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualMARK PAT WARRENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1788 VIA SANTO TOMASAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions31040AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccounting FeesCategory
Amount$885Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBank ChargesDescription
Revenue And Expenses Per Books-106RevenueAndExpensesPerBooks

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameMARK PAT WARRENPersonName

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFranchise TaxCategory
Amount$20Amount