Warren-Neely Foundation Inc in San Diego, California (CA)

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Warren-Neely Foundation Inc
Employer Identification Number (EIN)330653839
Name of OrganizationWarren-Neely Foundation Inc
In Care of NameKenneth Warren Vice President
Address3919 Portola Pl, San Diego, CA 92103-2705
ActivitiesOther youth organization or activities
SubsectionCharitable Organization
Ruling Date11/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$862,476
Amount of Income$497,215
Form 990 Revenue Amount$72,782
National Taxonomy of Exempt Entities (NTEE)Recreation, Sports, Leisure, Athletics: Community Recreational Centers


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Amount of income in 2013: $497,215 (it was $1,147,274 in 2012)
This organization: 

 $497,215
Other organizations performing similar types of work: 

 $136,229

Assets in 2013: $862,476 (it was $896,440 in 2012)
Warren-Neely Foundation Inc: 

 $862,476
Other organizations performing similar types of work: 

 $215,935

Expenses in 2013: $52,111
This organization: 

 $52,111
Other organizations performing similar types of work: 

 $121,856

Income to expenses ratio in 2013: 9.5
Warren-Neely Foundation Inc: 

 9.5
Other organizations performing similar types of work: 

 1.3

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 93.5%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$18,147$29,688$29,688
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$29,688
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$467,527
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$52,111$12,637$28,111$39,774
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$170
Accounting fees$1,380
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$28,111$12,637$15,774
Contributions, gifts, grants paid$24,000
Excess of revenue over expenses and disbursements$-33,964
Net investment income$17,051
Adjusted net income$1,577
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$878,029$914,464$896,440$911,122$862,476$846,868
Cash - non-interest-bearing$5,031$7,298$6,926
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$685,251$863,046$834,325
Other assets$0$0
Total liabilities$4,249$4,249$4,249
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$873,780$892,191$858,227
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$25,030$56,894$0
Net capital loss$0$0$-11,541
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$562$654$171
Total credits and payments$1,712$564$656
Current year estimated tax payments and previous year's overpayment credited to current year$1,712$564$656
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$90$0
Overpayment$0$485
Amount to be credited to next year's estimated tax$564$0$200
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0$0
Net value of noncharitable-use assets$0$0
Minimum investment return$0$0$0
Distributable Amount
201120122013
Distributable amount$0$0$0
Undistributed Income
201120122013
Distributable amount for this year$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$29,688
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Destiny Arts Center1000 42nd St, Oakland, CA 94608-3621CA1995-07$1,196,405
2Warren-Neely Foundation Inc3919 Portola Pl, San Diego, CA 92103-2705CA1995-11$497,215
3Dr Ephraim Williams Family Life Center And Outreach Program4036 14th Ave, Sacramento, CA 95820-2704CA1996-11$393,948
4Potter Valley Youth Community CenterPO BOX 273, Potter Valley, CA 95469-0273CA1998-02$239,622
5Ramona Parks And Recreation Association IncPO BOX 621, Ramona, CA 92065-0621CA1996-03$183,509
6Tahoe-Sierra Meadows Community Association IncPO BOX 1581, Truckee, CA 96160-1581CA1967-01$117,864
7Pacific Grove Youth ActionPO BOX 51453, Pacific Grove, CA 93950-6453CA1995-08$42,106
8Doris & Francis White Lyons Club Community CenterPO BOX 545, Woodlake, CA 93286-0545CA1997-03$17,613
9Finnish Hall Incorporated1819 10th St, Berkeley, CA 94710-2106CA1990-07$11,911
10Scottish Heritage Community Center5418 W 141st Street, Hawthorne, CA 90250-6410CA1994-09$7,096
11Allensworth Progressive AssociationPobox 1528, Delano, CA 93216CA1997-09$0
12Community Recreation For Southside172 Sprucemont Pl, San Jose, CA 95139-1353CA1985-11$0
13Crockett Recreation AssociationPO BOX 174, Crockett, CA 94525-0174CA1984-04$0
14El Rio Community Gymnasium Commission1131 Blanca Pl, Oxnard, CA 93036-2533CA1996-06$0
15Former Vietnamese Political Prisoners Assoc In San Joaquin Cnt, Fvppa2823 Amherst Dr, Stockton, CA 95209-2703CA1996-02$0
16Friends Of Watts Towers Arts Center1727 East 107th Street, Los Angeles, CA 90002CA1997-04$0
17King Central Self Development Society Foundation, Umrani Community Center4519 6th Ave, Los Angeles, CA 90043-1355CA1995-11$0
18The Jl Waldon GroupPO BOX 1490, Stockton, CA 95201-1490CA1996-05$0
19Unite Sports Fans NowPO BOX 836, Fairfax, CA 94978-0836CA1998-05$0
20Vina Center IncPo Box 92, Vina, CA 96092CA1995-05$0
Number of organizations performing similar types of work
Alabama8
Arkansas3
Arizona5
California21
Colorado5
Connecticut3
District of Columbia1
Delaware1
Florida9
Georgia4
Hawaii1
Iowa5
Idaho3
Illinois12
Indiana9
Kansas6
Kentucky7
Louisiana1
Massachusetts22
Maryland11
Maine2
Michigan7
Minnesota15
Missouri13
Mississippi4
Montana9
North Carolina6
North Dakota2
Nebraska5
New Hampshire5
New Jersey11
New Mexico2
Nevada1
New York26
Ohio23
Oklahoma3
Oregon6
Pennsylvania16
Rhode Island3
South Carolina5
South Dakota1
Tennessee4
Texas24
Utah2
Virginia10
Vermont4
Washington3
Wisconsin6
West Virginia6
Wyoming2
Total363

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