WARSAW FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: WARSAW FAMILY FOUNDATION (EIN 20-1107715)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-10-22
IRS object ID: 201212969349100251
Schema version: 2011v1.2
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
Schedule B
Accounting Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-10-22T09:41:17-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 Enterprise Suite 445	AddressLine1
City	Aliso Viejo	City
State	CA	State
ZIP Code	92656	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201107715	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	WARS	NameControl
Phone	3106638062	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Irwin Zeke Warsaw	Name
Title	President	Title
Date Signed	2012-10-22	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	John A Roskos	Name
Phone	9493621260	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	189925	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	135000	ContriReceivedRevAndExpnss
Other Income Rev And Expnss	274	OtherIncomeRevAndExpnss
Total Revenue And Expenses	135274	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	950	AccountingFeesRevAndExpnss
Taxes Rev And Expnss	35	TaxesRevAndExpnss
Other Expenses Rev And Expnss	830	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1815	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	19350	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	19350	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	21165	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	19350	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	114109	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	75816	CashBOY
Savings And Temp Cash Invst EOY	189925	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	189925	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	75816	TotalAssetsBOY
Total Assets EOY	189925	TotalAssetsEOY
Total Assets EOYFMV	189925	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	75816	RetainedEarningsBOY
Retained Earnings EOY	189925	RetainedEarningsEOY
Total Net Assets BOY	75816	TotalNetAssetsBOY
Total Net Assets EOY	189925	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	75816	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	189925	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	75816	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	114109	ExcessOfRevenueOverExpenses
Subtotal	189925	Subtotal
Total Net Assets Fund Balances EOY	189925	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

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

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Zeke Warsaw	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3106638062	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Robert Warsaw
2200 Newport Hills	Newport Beach	CA	92660	Vice President	0.00	0
Irwin Zeke Warsaw
PO Box 10223	Marina Del Rey	CA	90295	President	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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.	Description1
Expenses1	19350	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	132000	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	132000	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	132000	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1980	CashDeemedCharitable
Net Noncharitable Assets	130020	NetNoncharitableAssets
Minimum Investment Return	6501	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	6501	MinimumInvestmentReturn
Distributable Amount Before Adj	6501	DistributableAmountBeforeAdj
Distributable Amount Before Ded	6501	DistributableAmountBeforeDed
Distributable Amount As Adjusted	6501	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	19350	ExpensesAndContributions
Qualifying Distributions	19350	QualifyingDistributions
Adj Qualifying Distributions	19350	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	6501	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	35664	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	116803	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	51269	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	21611	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	225347	TotalExcessDistriCarryover
Qualifying Distributions	19350	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	6501	AppliedToCurrentYear
Remaining Distri From Corpus	12849	RemainingDistriFromCorpus
Total Corpus	238196	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	35664	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	202532	ExcessDistriCyovToNextYear
Excess From Year4	116803	ExcessFromYear4
Excess From Year3	51269	ExcessFromYear3
Excess From Year2	21611	ExcessFromYear2
Excess From Current Year	12849	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	Irwin Zeke Warsaw	RecipientName

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 Number	3106638062	RecipientPhoneNumber
Form And Info And Materials	No specific form.	FormAndInfoAndMaterials
Submission Deadlines	None	SubmissionDeadlines
Restrictions On Awards	Must be for exempt purpose.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
International Wildlife
PO Box 34	Pacific Palisades	CA	90272	None	Public	Educational	$500
Orange County Jewish Comm Ctr
One Federation Way	Irvine	CA	92603	None	Public	Religious	$3,750
U of Oregon Foundation
1208 University of Oregon	Eugene	OR	97403	None	Public	Educational	$15,100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	19350	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$274	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$274	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	274	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	Anne Warsaw	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	15 Rue Fontainebleau	AddressLine1
City	Newport Beach	City
State	CA	State
ZIP Code	92660	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	135000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Compliance	Category
Amount	$950	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Bank Charges	Description
Revenue And Expenses Per Books	830	RevenueAndExpensesPerBooks

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Other Investment Income	Description
Revenue And Expenses Per Books	274	RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	State Fees	Category
Amount	$35	Amount

WARSAW FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Other Investment Income Part VII OtherInvestmentIncomePartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments