WARSCHAW LAW CHARITABLE FOUNDATION: Form 990PF, tax year 2018
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- Organization
- WARSCHAW LAW CHARITABLE FOUNDATION (EIN 51-0639287)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-15
- IRS object ID
- 202041369349101489
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T18:53:23-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BOULEVARD SUITE 305 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914362006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510639287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARSCHAW LAW CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARS | BusinessNameControlTxt |
| Phone | 3103950537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 PALISADES BEACH ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE WARSCHAW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3103950537 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD S GOLDITCH | PreparerPersonNm |
| PTIN | P00285618 | PTIN |
| Phone | 8187830570 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.60.177.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 16:53:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7811FED5AE9FB30C3EDD159520CD7147EF0C3B95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AA91F5F27388EB2125646D0A457541EC9FB1998 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,732,219 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $353,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $353,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,838,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$62,087 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $232,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $383,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $132,524 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,524 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $778 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $778 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,523 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $512,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$421,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $121,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,185 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $513,793 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $442,189 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $458,739 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,764,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,522,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,192,501 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $280,726 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $257,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $271,269 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,858,597 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,753,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,668,525 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,539,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,117,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,732,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,539,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,117,192 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,539,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,117,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,539,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,117,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,539,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$421,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,117,424 | SubtotalAmt |
| Other Decreases | $232 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,117,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY 218-014645 | P | $2,823,044 | $2,897,412 | -$74,368 | -$74,368 |
| BASIS ADJUSTMENT - ENERGY TRANSFER PRTNRS #27173097 | P | $243 | $243 | $243 | |
| BASIS ADJUSTMENT - ENTERPRISE PRODUCTS PARTNERS | P | $5,259 | $5,259 | $5,259 | |
| BASIS ADJUSTMENT - EQM MIDSTREAM | P | $246 | -$246 | -$246 | |
| BASIS ADJUSTMENT - MPLX ENERGY LOGISTICS | P | $422 | $422 | $422 | |
| BASIS ADJUSTMENT - TALLGRASS | P | $295 | $295 | $295 | |
| BASIS ADJUSTMENT - WILLIAM PARTNERS LP | P | $7,348 | $7,348 | $7,348 | |
| MAGELLAN MIDSTREAM PARTNERS LP | P | $851 | $851 | $851 | |
| MPLX LP #14209369 | P | $14 | $14 | $14 | |
| MPLX LP #14247691 | P | $34 | $34 | $34 | |
| PLAINS ALL AMERICAN PIPELINE LP | P | $410 | $410 | $410 | |
| WESTERN GAS PARTNERS LP | P | $138 | $138 | $138 | |
| CAPITAL GAINS DIVIDENDS | P | $441 | $441 | $441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,159 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $486,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,014,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $286,425 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,812,037 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042047 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $354,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,604,561 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053629 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $254,889 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,810,285 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,843 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.188078 | TotalDistributionRt |
| Average Distribution | 0.037616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,658,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $363,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $365,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $512,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,098 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,098 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,677 | OverpaymentAmt |
| Applied To ES Tax | $8,677 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103950537 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 PALISADES BEACH ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE I WARSCHAW | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 PALISADES BEACH ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $132,524 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,646,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,805,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,805,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,658,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,421 | TotalTaxAmt |
| Distributable Before Adj | $480,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $480,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $480,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $512,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $512,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,421 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $510,079 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $480,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,067 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $512,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,067 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $465,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,053 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOPE I WARSCHAW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM (AFIM) | |||||||
| 500 5TH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| HAMMER MUSEUM - UCLA | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| CEDAR-SINI | |||||||
| 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 900480750 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| DIA ART FOUNDATION | |||||||
| 541 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL FUND | $200,000 |
| THE LOS ANGELES COUNTY MUSEUM OF ART (LACMA) | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL FUND | $60,000 |
| HARVARD WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $353,679 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,159 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ANDEAVOR LOGISTRICS LP | 900099 | -$6,966 | 14 | -$1 |
| ANTERO MIDSTREAM PARTNERS LP | 900099 | -$273 | 14 | $0 |
| BUCKEYE PARTNERS LP | 900099 | -$368 | 14 | $18 |
| ENERGY TRANSFER LP | 900099 | -$13,680 | 14 | -$148 |
| ENERGY TRANSFER PTRS #5387398 | 900099 | -$4,216 | 14 | -$339 |
| ENERGY TRANSFER PTRS #5610337 | 900099 | -$1,020 | 14 | $69 |
| ENERGY TRANSFER PTRS #27173097 | 900099 | -$7,959 | 14 | -$256 |
| ENERGY TRANSFER PTRS #30843490 | 900099 | -$1,136 | 14 | -$30 |
| ENTERPRISE PRODUCTS | 900099 | -$10,592 | 14 | -$182 |
| EQT MIDSTREAM PTRS | 900099 | -$3,294 | 14 | -$86 |
| MAGELLAN MIDSTREAM PARTNERS LP | 900099 | -$4,467 | 14 | -$583 |
| MPLX LP #14209369 | 900099 | -$3,065 | 14 | -$12 |
| MPLX LP #14247691 | 900099 | -$8,284 | 14 | -$27 |
| PHILLIPS 66 PARTNERS | 900099 | -$1,062 | 14 | $0 |
| PLAINS ALL AMERICAN PIPELINE LP | 900099 | -$6,392 | 14 | $264 |
| SHELL MIDSTREAM PARTNERS | 900099 | -$2,198 | 14 | -$1 |
| TALLGRASS ENERGY PARTNERS | 900099 | $856 | 14 | $2 |
| WESTERN GAS PARTNERS LP | 900099 | -$8,323 | 14 | $7 |
| WILLIAMS PARTNERS LP | 900099 | -$5,057 | 14 | -$68 |
| ENLINK MIDSTREAM PRTRS | 900099 | -$4,791 | 14 | -$13 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$92,287 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $324,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,451 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $257,906 | EOYBookValueAmt |
| EOYFMV | $271,269 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,522,363 | EOYBookValueAmt |
| EOYFMV | $6,192,501 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $442,189 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $458,739 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $2,255,143 | $2,176,269 |
| EXCHANGE-TRADED & CLOSED-END FUNDS | FMV | $498,406 | $492,256 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $232 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ANDEAVOR LOGISTRICS LP | $768 | $768 | $768 |
| ANTERO MIDSTREAM PARTNERS LP | $1,868 | $1,868 | $1,868 |
| BUCKEYE PARTNERS LP | $2,222 | $2,222 | $2,222 |
| ENERGY TRANSFER PTRS #27173097 | $947 | $947 | $947 |
| MPLX LP #14247691 | $1,234 | $1,234 | $1,234 |
| WILLIAMS PARTNERS LP | $14,292 | $14,292 | $14,292 |
| TALLGRASS ENERGY PARTNERS | $4,650 | $4,650 | $4,650 |
| ENTERPRISE PRODUCTS | $5,605 | $5,605 | $5,605 |
| ANDEAVOR LOGISTRICS LP | -$6,967 | -$1 | -$6,967 |
| ANTERO MIDSTREAM PARTNERS LP | -$273 | $0 | -$273 |
| BUCKEYE PARTNERS LP | -$350 | $18 | -$350 |
| ENERGY TRANSFER LP | -$13,828 | -$148 | -$13,828 |
| ENERGY TRANSFER PTRS #5387398 | -$4,555 | -$339 | -$4,555 |
| ENERGY TRANSFER PTRS #5610337 | -$951 | $69 | -$951 |
| ENERGY TRANSFER PTRS #27173097 | -$8,215 | -$256 | -$8,215 |
| ENERGY TRANSFER PTRS #30843490 | -$1,166 | -$30 | -$1,166 |
| ENTERPRISE PRODUCTS | -$10,774 | -$182 | -$10,774 |
| EQT MIDSTREAM PTRS | -$3,380 | -$86 | -$3,380 |
| MAGELLAN MIDSTREAM PARTNERS LP | -$5,050 | -$583 | -$5,050 |
| MPLX LP #14209369 | -$3,077 | -$12 | -$3,077 |
| MPLX LP #14247691 | -$8,311 | -$27 | -$8,311 |
| PHILLIPS 66 PARTNERS | -$1,062 | $0 | -$1,062 |
| PLAINS ALL AMERICAN PIPELINE LP | -$6,128 | $264 | -$6,128 |
| SHELL MIDSTREAM PARTNERS | -$2,199 | -$1 | -$2,199 |
| TALLGRASS ENERGY PARTNERS | $858 | $2 | $858 |
| WESTERN GAS PARTNERS LP | -$8,316 | $7 | -$8,316 |
| WILLIAMS PARTNERS LP | -$5,125 | -$68 | -$5,125 |
| ENLINK MIDSTREAM PRTRS | -$4,804 | -$13 | -$4,804 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $132,524 | Amt |
| Net Investment Income | $132,524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE WARSCHAW | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 PALISADES BEACH ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,438 | $8,438 | $0 |
| FILING FEES | $85 | $85 | $0 |