Civic Intelligence

Mary Ellen Warner Educational Trust

990PF • Fiscal year 2020 • EIN 95-6037882

Nov 01, 2019 to Oct 31, 2020 • Filed on Jan 14, 2021

Organization Profile
PO Box 30Beverly Hills, CA 90213-0030

(310) 275-9389

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

59%

Higher net margin than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$9,800

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$393,357

Up $40,601 (+12%) from 2019

Net Assets

$393,357

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Up

$69,075

Up $27,162 (+65%) from 2019

Expenses

Down

$28,474

Down $59,544 (-68%) from 2019

Net Income

Up

$40,601

Up $86,706 (+188%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $560,482Liabilities 2011: $02011Assets 2012: $538,117Liabilities 2012: $02012Assets 2013: $539,080Liabilities 2013: $02013Assets 2014: $517,835Liabilities 2014: $02014Assets 2015: $480,888Liabilities 2015: $02015Assets 2019: $352,756Liabilities 2019: $02019Assets 2020: $393,357Liabilities 2020: $0Net Assets 2020: $393,3572020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$393,357
Liabilities$0
Net Assets$393,357
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $14,301Expenses 2011: $41,763Net Income 2011: -$27,4622011Revenue 2012: $22,663Expenses 2012: $35,028Net Income 2012: -$12,3652012Revenue 2013: $53,184Expenses 2013: $32,221Net Income 2013: $20,9632013Revenue 2014: $28,611Expenses 2014: $39,856Net Income 2014: -$11,2452014Revenue 2015: $16,869Expenses 2015: $43,816Net Income 2015: -$26,9472015Revenue 2019: $41,913Expenses 2019: $88,018Net Income 2019: -$46,1052019Revenue 2020: $69,075Expenses 2020: $28,474Net Income 2020: $40,6012020Revenue 2021: $501,352Expenses 2021: $894,709Net Income 2021: -$393,3572021

Highlighted filing

2020

Revenue$69,075
Expenses$28,474
Net Income$40,601
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jan 14, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN P PETTYCo-Trustee-$9,800-$9,800
DAVID L BRADYCo-Trustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Mary Ellen Warner Educational Trust
EIN
95-6037882
Phone
3102759389
Address
PO BOX 30, BEVERLY HILLS, CA 90213-0030

Signing Officer

Name
Stephen P Petty
Title
Co-trustee
Phone
3102759389
Signed
2021-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Singerlewak Llp
Address
10960 WILSHIRE BOULEVARD 7TH FLOOR, LOS ANGELES, CA 90024-3783
Preparer
Lior Temkin
Phone
3104773924
Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0358235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0758144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHEDULE ATTACHED
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05979
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt063089
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt069075
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069075
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt063089
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05979
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt040601
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0232198
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02485
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02485
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt063089
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052870
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07219
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt063089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069075
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0169109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt063089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt063089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0232198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt063089
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt063089
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt040601
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0393357
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0352756
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0393357
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035927
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035927
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035927
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036984
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01057
IRS990PF/DistributableAmountGrp/TotalTaxAmt01057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01666
IRS990PF/FMVAssetsEOYAmt0793266
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0321323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0358235
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0758144
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0352756
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0393357
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027587
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt035122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt035122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0352756
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0393357
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0793266
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0352756
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0393357
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0352756
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0393357
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03846
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0750935
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033584
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0717351
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011264
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0739671
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0750935
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN P PETTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID L BRADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEVERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt051621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt052150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt078513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt031093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt039329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt036649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt043133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.069789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.111662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.063395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0739671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0703131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0721366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0620381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0570723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0647957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.348943
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016755
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016755
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016755
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN P PETTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 30
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0902130030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102759389
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1360000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2330000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2MARYMOUNT HIGH SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt010920 WILSHIRE BLVD SUITE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1635 CHILDS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt210643 SUNSET BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1LOS ANGELES CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd090024
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd190089
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd290077
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0735000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016755
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034796
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034796
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053968
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02485
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02485
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CA ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0553
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2882
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2882
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07219
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07219
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX 2019 RETURN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN P PETTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03102759389
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY ELLEN WARNER EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0956037882
ReturnHeader/Filer/PhoneNum03102759389
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0902130030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952302617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGERLEWAK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 WILSHIRE BOULEVARD 7TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900243783
ReturnHeader/PreparerPersonGrp/PhoneNum03104773924
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIOR TEMKIN
ReturnHeader/ReturnTs02021-01-18T13:05:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,357
Liabilities
$0
Net assets
$393,357
Revenue
$69,075
Expenses
$28,474
Net income
$40,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.01$8.95$3.93
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.69$0.28$0.41
2019Summary only. Only limited summary data is available for this year.$3.53$0.00$0.42$0.88$0.46
2015Summary only. Only limited summary data is available for this year.$4.81$0.00$0.17$0.44$0.27
2014Summary only. Only limited summary data is available for this year.$5.18$0.00$0.29$0.40$0.11
2013Summary only. Only limited summary data is available for this year.$5.39$0.00$0.53$0.32$0.21
2012Summary only. Only limited summary data is available for this year.$5.38$0.00$0.23$0.35$0.12
2011Summary only. Only limited summary data is available for this year.$5.60$0.00$0.14$0.42$0.27