WARSAW FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: WARSAW FAMILY FOUNDATION (EIN 20-1107715)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-09-04
IRS object ID: 201432479349100303
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
Form 990-PF
Accounting Fees Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-09-04T09:19:49-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	John A Roskos CPA	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	25411 Cabot Road Suite 208	AddressLine1
City	Laguna Hills	City
State	CA	State
ZIP Code	92653	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201107715	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Warsaw Family Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	WARS	BusinessNameControlTxt
Phone	3106638062	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 10223	AddressLine1
City	Marina Del Rey	City
State	CA	State
ZIP Code	90295	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Irwin Zeke Warsaw	PersonNm
Person Title	President	PersonTitleTxt
Signature	2014-09-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	John A Roskos	PreparerPersonNm
PTIN	P00021897	PTIN
Phone	7607232915	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Other Income Rev And Expnss	$180	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$180	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$985	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$985	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$10	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$10	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$995	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$995	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,950	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,950	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,945	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,945	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,765	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$174,110	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$170,345	SavAndTempCashInvstEOYAmt
Total Assets BOY	$174,110	TotalAssetsBOYAmt
Total Assets EOY	$170,345	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$174,110	RetainedEarningBOYAmt
Retained Earning EOY	$170,345	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$174,110	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$170,345	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$174,110	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$170,345	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$174,110	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,765	ExcessRevenueOverExpensesAmt
Subtotal	$170,345	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$170,345	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	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	false	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	Zeke Warsaw	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	3106638062	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 3512	AddressLine1
City	Santa Monica	City
State	CA	State
ZIP Code	90408	ZIPCode

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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Irwin Zeke Warsaw
PO Box 10223	Marina Del Rey	CA	90295	President	0.00	$0
Robert Warsaw
2200 Newport Hills	Newport Beach	CA	92660	Vice President	0.00	$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	Financial assistance to tax exempt organizations involved in the advancement of science, education and religion, as detailed on Part XV.	Description1Txt
Expenses1	$3,945	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$172,000	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$172,000	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$172,000	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,580	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$169,420	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,471	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,471	MinimumInvestmentReturnAmt
Distributable Before Adj	$8,471	DistributableBeforeAdjAmt
Distributable Before Ded	$8,471	DistributableBeforeDedAmt
Distributable As Adjusted	$8,471	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,945	ExpensesAndContributionsAmt
Qualifying Distributions	$3,945	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$3,945	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,471	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$51,269	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$21,611	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$12,849	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,901	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$90,630	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,945	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,945	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$4,526	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$4,526	ExcessDistributionCyovAppCYAmt
Total Corpus	$86,104	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$46,743	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$39,361	ExcessDistriCyovToNextYrAmt
Excess From Year4	$21,611	ExcessFromYear4Amt
Excess From Year2	$12,849	ExcessFromYear2Amt
Excess From Year1	$4,901	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Irwin Zeke Warsaw	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 10223	AddressLine1
City	Marina Del Rey	City
State	CA	State
ZIP Code	90295	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	3106638062	RecipientPhoneNum
Form And Info And Materials	No specific form.	FormAndInfoAndMaterialsTxt
Submission Deadlines	None	SubmissionDeadlinesTxt
Restrictions On Awards	Must be for exempt purpose.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
U of Oregon Foundation
1208 University of Oregon	Eugene	OR	97403	None	Public	Educational	$1,600
B'Nai Horin
10281 Cresta Drive	Los Angeles	CA	90064	None	Public	Support	$1,250
Academy of Jewish Religion
574 Hilgard Avenue	Los Angeles	CA	90024	None	Public	Educational	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,950	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$180	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$180	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$180	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Compliance	CategoryTxt
Amt	$985	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$985	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$180	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	State Fees	CategoryTxt
Amt	$10	Amt
Disbursements Charitable Prps	$10	DisbursementsCharitablePrpsAmt

WARSAW FAMILY FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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