BARTH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARTH FAMILY FOUNDATION (EIN 91-2171985)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349103218
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T17:59:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SPECTRUM CENTER DR SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912171985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 3102786602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD 1050 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BARTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102786602 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD JOHNSON | PreparerPersonNm |
| PTIN | P00366310 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,531,995 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $103,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,229 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $301,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,229 | 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 |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $518,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,302 | CashBOYAmt |
| Cash EOY | $89,960 | CashEOYAmt |
| Cash EOYFMV | $89,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $250,457 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,562 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $520,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $520,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $520,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $520,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $485,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $539,296 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,277,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,277,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,277,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,634,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,416,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,531,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,634,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,416,960 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,634,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,634,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,416,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,634,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,416,960 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,960 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Tax Due | $1,096 | TaxDueAmt |
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 | 0 | 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 | ROBERT BARTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102785333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD 1050 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT BARTH | ||||||||
| 12100 WILSHIRE BLVD 1050 | LOS ANGELES | CA | 90025 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SUZANNE BARTH | ||||||||
| 12100 WILSHIRE BLVD 1050 | LOS ANGELES | CA | 90025 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $429,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,279,343 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,009,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,009,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,979,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,401 | TotalTaxAmt |
| Distributable Before Adj | $97,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,573 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $516,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $437,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $365,488 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $245,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $235,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $194,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,478,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,902 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,897,240 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $437,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,459,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $365,488 | ExcessFromYear4Amt |
| Excess From Year3 | $245,902 | ExcessFromYear3Amt |
| Excess From Year2 | $235,035 | ExcessFromYear2Amt |
| Excess From Year1 | $194,308 | ExcessFromYear1Amt |
| Excess From Current Year | $418,902 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNION RESCUE MISSION | |||||||
| 545 SAN PEDRO ST | LOS ANGELES | CA | 90034 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $100,000 |
| LOS ANGELES BALLET | |||||||
| 11755 EXPOSITION BLVD | LOS ANGELES | CA | 90064 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| STARS AND STRIPES CHILDREN'S FOUNDATION | |||||||
| 8149 SPECTRUM | IRVINE | CA | 92618 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $30,000 |
| FASTER CURES | |||||||
| 1205 FOURTH STREET | SANTA MONICA | CA | 90401 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| ENTERNTAINMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $2,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $35,000 |
| NEW YORK JETS FOUNDATION | |||||||
| 610 5TH AVE | NEW YORK | NY | 10020 | N/A | PF | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| THE BRENT SHAPIRO FOUNDATION | |||||||
| 10250 CONSTELLATION BLVD FL 19 | LOS ANGELES | CA | 90067 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $30,000 |
| OCEANA FOUNDATION | |||||||
| 1025 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| YOU GOTTA BELIEVE | |||||||
| 254 W 31ST STREET 5TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $2,750 |
| RACE TO ERASE MS | |||||||
| 1875 CENTURY PARK EAST SUITE 280 | LOS ANGELES | CA | 90067 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $35,000 |
| V FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $2,500 |
| MANTEGNA FAMILY FOUNDATION | |||||||
| 15300 VENTURA BLVD STE 315 | SHERMAN OAKS | CA | 91403 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $1,750 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90048 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| AOKI FOUNDATION | |||||||
| 15260 VENTURA BLVD SUITE 2100 | SHERMAN OAKS | CA | 91403 | N/A | PF | SUPPORT FOR GENERAL OPERATIONS | $2,000 |
| CATHOLIC CHARITIES OF LOS ANGELES | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $7,500 |
| SHARE AFRICA | |||||||
| 100 HILLTOP | ELECTRA | TX | 76360 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $2,500 |
| MUSICARES FOUNDATION | |||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $21,000 |
| VARIETY BOYS & GIRLS CLUB | |||||||
| 2530 CINCINNATI ST | LOS ANGELES | CA | 90033 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,229 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,523 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,523 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,706 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RKB TRUST | ||||||
| 1 | 12100 WILSHIRE BLVD 1050 | LOS ANGELES | CA | 90025 | $100,000 | Yes (X) |
| TYMAR LLC | ||||||
| 2 | 14725 GROVER ST | OMAHA | NE | 68144 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK JETS FOUNDATION | ||||||||||
| 610 5TH AVE | NEW YORK | NY | 10020 | 2023-08-01 | $10,000 | TO PROVIDE GENERAL SUPPORT OF OPERATIONS. | $0 | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. | PENDING | NOT APPLICABLE AS NO REPORT RECEIVED YET. |
| AOKI FOUNDATION | ||||||||||
| 15260 VENTURA BLVD SUITE 2100 | SHERMAN OAKS | CA | 91403 | 2023-10-30 | $2,000 | TO PROVIDE GENERAL SUPPORT OF OPERATIONS. | $0 | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED. | PENDING | NOT APPLICABLE AS NO REPORT RECEIVED YET. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS C CAPITAL STOCK | $123,101 | $169,116 |
| BLACKSTONE INC COMMON STOCK | $94,752 | $136,550 |
| U HAUL HOLDING COMPANY COMMON STOCK | $152,639 | $21,540 |
| U HAUL HOLDING COMPANY SERIES N | $0 | $190,188 |
| ZIM INTEGRATED SHIPPING SERVICES LTD | $53,769 | $21,902 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CTP77 NATIONAL INVESTORS, LLC | AT COST | $77,177 | $77,177 |
| CROSSWIND VENTURE II, LP | AT COST | $1,200,000 | $1,200,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHANGES | $35 | $35 | $0 |
| MISCELLANEOUS | $2,000 | $0 | $2,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$1,523 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$1,523 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTRY OF CHARITABLE TRUSTS | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Comments