2023-08-15T16:23:19-05:00 2022-12-31 814234542 BPM LLP 1723 CLOVERFIELD BOULEVARD SANTA MONICA CA 904044007 990PF 2022-01-01 237005283 BARTMAN FOUNDATION BART 3108268737 11777 SAN VICENTE BOULEVARD 600 LOS ANGELES CA 90049 JOHN W BARTMAN TRUSTEE 3108268737 2023-07-31 1 JOHN BARTMAN XXX-XX-XXXX 0 DAVID THAW P00179919 3108289798 2023-07-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7018117 X 62130 281981 281981 304542 931811 335507 20159 20159 668812 637647 0 0 0 6224 3112 3112 50269 50269 0 12691 3191 0 146 146 0 69330 56718 3112 491600 491600 560930 56718 494712 107882 580929 110864 148701 148701 4699775 4777876 6869416 43216 31857 0 4853855 4958434 7018117 78931 75628 78931 75628 X 0 0 0 0 4774924 4882806 4774924 4882806 4853855 4958434 4774924 107882 0 4882806 0 4882806 400 SHARES ITT INC D 1991-01-03 2022-12-06 31630 665 30965 30965 10,000 SHARES BP PRUDHOE BAY ROYALTY TRUST P 2022-01-11 2022-08-16 148681 60391 88290 88290 30 SHARES CALL BPT 04/14/22 P 2022-02-28 2022-04-12 1268 982 286 286 30 SHARES CALL BPT 05/20/22 P 2022-04-12 2022-05-23 2245 2245 2245 30 SHARES CALL BPT 06/17/22 P 2022-02-28 2022-06-03 1903 6086 -4183 -4183 30 SHARES CALL BPT 07/15/22 P 2022-05-24 2022-06-03 3926 9069 -5143 -5143 40 SHARES CALL BPT 09/16/22 P 2022-02-28 2022-06-03 3147 11557 -8410 -8410 100 SHARES CALL BPT 12/16/22 P 2022-06-03 2022-08-16 18726 3789 14937 14937 3500 SHARES PULTEGROUP INC P 2022-02-28 2022-04-07 138638 173509 -34871 -34871 2000 SHARES WALMART INC P 1996-04-04 2022-02-28 266443 24195 242248 242248 3800 SHARES PFIZER INC P 2020-03-19 2022-02-28 175343 111108 64235 64235 1925 SHARES GILEAD SCIENCES INC P 2020-04-16 2022-04-26 118333 150364 -32031 -32031 483 SHARES VIATRIS INC P 2020-11-19 2022-04-26 4884 7878 -2994 -2994 1 SHARE WARNER BROS DISCOVERY INC P 2022-04-13 2022-04-26 14 25 -11 -11 967 SHARES WARNER BROS DISCOVERY INC P 2022-04-13 2022-05-16 16630 36686 -20056 -20056 335507 8075 0 8075 0 8075 2199 0 0 0 2199 X 70 5946 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 1 0 0 1 N/A JOHN W BARTMAN 3108268737 11777 SAN VICENTE BLVD 600 LOS ANGELES CA 90049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN W BARTMAN 11777 SAN VICIENTE BLVD 600 LOS ANGELES CA 90049 TRUSTEE-AS REQUIRED 0.00 0 0 0 NONE 0 NONE 0 0 7666123 327201 0 7993324 0 0 7993324 119900 7873424 393671 393671 8075 6027 14102 379569 0 379569 0 379569 494712 0 494712 379569 0 0 76285 87746 110809 164971 81077 520888 494712 0 0 0 379569 115143 0 0 636031 0 0 0 0 0 0 76285 559746 87746 110809 164971 81077 115143 JOHN W BARTMAN X ALS ASSOCIATION 44203 LIGHTHOUSE LANE LOS ANGELES CA 93536 NONE PUBLIC CHARITY GENERAL 1000 ALZHEIMER'S ASSOCIATION 919 NORTH MICHIGAN AVENUE SUITE 1000 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL 2000 AMERICAN CANCER SOCIETY 250 WILLIAM STREET NW ATLANTA GA 30303 NONE PUBLIC CHARITY GENERAL 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PUBLIC CHARITY GENERAL 500 AMERICAN LUNG ASSOCIATION 3325 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PUBLIC CHARITY GENERAL 500 CEDARS-SINAI 8700 BEVERLY BOULEVARD STE 2416 LOS ANGELES CA 90048 NONE PUBLIC CHARITY GENERAL 1000 CHILDREN OF THE NIGHT 14530 SYLVAN STREET VAN NUYS CA 91401 NONE PUBLIC CHARITY GENERAL 5000 CHILDREN'S CANCER RESEARCH FUND 7301 OHMS LANE SUITE 355 MINNEAPOLIS MN 55439 NONE PUBLIC CHARITY GENERAL 500 CHILDRENS HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE PUBLIC CHARITY GENERAL 11000 CHRYSALIS 4432 CHICAGO AVENUE MINNEAPOLIS MN 55407 NONE PUBLIC CHARITY GENERAL 5000 CITY OF HOPE 208 WEST 8TH STREET LOS ANGELES CA 90014 NONE PUBLIC CHARITY GENERAL 5000 CONCERN FOUNDATION 9350 CIVIC CENTER DRIVE 104 BEVERLY HILLS CA 90210 NONE PUBLIC CHARITY GENERAL 20000 DESERT FOOTHILLS LAND TRUST P O BOX 4861 CAVE CREEK AZ 85327 NONE PUBLIC CHARITY GENERAL 1000 DISABLED VETERANS NATIONAL FOUNDATION 4601 FORBES BLVD SUITE 130 LANHAM MD 20706 NONE PUBLIC CHARITY GENERAL 300 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL 13000 DOLORES MISSION CHURCH 171 S GLESS STREET LOS ANGELES CA 90033 NONE PUBLIC CHARITY GENERAL 5000 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 NONE PUBLIC CHARITY GENERAL 10500 FEEDING AMERICA 35 EAST WACKER DRIVE STE 2000 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL 11000 FRANCIS HAMBURGER INSTITUTE 221 BELOIT AVENUE LOS ANGELES CA 90049 NONE PUBLIC CHARITY GENERAL 5500 GARY SINISE FOUNDATION P O BOX 368 WOODLAND HILLS CA 91365 NONE PUBLIC CHARITY GENERAL 15000 GREAT DANE CHARITABLE TRUST 10362 E VAIL TRAP SPRING CT TUCSON AZ 85748 NONE PUBLIC CHARITY GENERAL 500 GUIDE DOGS FOR THE BLIND P O BOX 151200 SAN RAFAEL CA 94915 NONE PUBLIC CHARITY GENERAL 1000 HABITAT FOR HUMANITY 17700 S FIGUEROA STREET GARDENA CA 90248 NONE PUBLIC CHARITY GENERAL 6000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 20000 HOPE IN A SUITCASE 311 N ROBERTSON BLVD BEVERLY HILLS CA 90211 NONE PUBLIC CHARITY GENERAL 5000 JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES 6505 WILSHIRE BLVD STE 600 LOS ANGELES CA 90048 NONE PUBLIC CHARITY GENERAL 5000 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 NONE PUBLIC CHARITY GENERAL 8000 LAJ HEALTH 18855 VICTORY BLVD RESEDA CA 91335 NONE PUBLIC CHARITY GENERAL 5000 LANGE FOUNDATION 2178 ROSCOMARE ROAD LOS ANGELES CA 90077 NONE PUBLIC CHARITY GENERAL 1000 LIBRARY FOUNDATION OF LOS ANGELES 630 WEST 5TH AVENUE LOS ANGELES CA 90077 NONE PUBLIC CHARITY GENERAL 55000 MAKE A WISH FOUNDATION 1875 CENTURY PARK EAST 1460 LOS ANGELES CA 90060 NONE PUBLIC CHARITY GENERAL 1000 MARANATHA VILLA FOUNDATION 1445 N BOONVILLE AVENUE SPRINGFIELD MO 65802 NONE PUBLIC CHARITY GENERAL 10000 MARCH OF DIMES P O BOX 514419 LOS ANGELES CA 90051 NONE PUBLIC CHARITY GENERAL 500 MERCY SHIPS P O BOX 1930 LINDALE TX 75771 NONE PUBLIC CHARITY GENERAL 3000 NATIONAL CHILDREN'S CANCER SOCIETY 500 NORTH BROADWAY SUITE 1850 ST LOUIS MO 63102 NONE PUBLIC CHARITY GENERAL 1000 NATIONAL FOUNDATION FOR CANCER RESEARCH 4600 EAST WEST HIGHWAY SUITE 525 BETHESDA MD 20814 NONE PUBLIC CHARITY GENERAL 1000 NATIONAL SEPT 11 MEMORIAL & MUSEUM 180 GREENWICH STREET NEW YORK NY 10007 NONE PUBLIC CHARITY GENERAL 1000 NO KID HUNGRY 1030 15TH STREET NW SUITE 1100W WASHINTON DC 20005 NONE PUBLIC CHARITY GENERAL 5000 OPERATION GRATITUDE 16444 REFUGIO ROAD ENCINO CA 91436 NONE PUBLIC CHARITY GENERAL 1000 OPERATION SAFE HOUSE 9685 HAYES STREET RIVERSIDE CA 92503 NONE PUBLIC CHARITY GENERAL 500 PARALYZED VETERANS OF AMERICA 801 EIGHTEENTH STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL 1500 PLANNED PARENTHOOD GREAT PLAINS 4401 WEST 109TH STREET 200 OVERLAND PARK KS 66211 NONE PUBLIC CHARITY GENERAL 20000 POMONA COLLEGE 333 NORTH COLLEGE WAY CLAREMONT CA 91711 NONE PUBLIC CHARITY GENERAL 10000 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PUBLIC CHARITY GENERAL 25000 REMOTE AREA MEDICAL 2200 STOCK CREEK BLVD ROCKFORD TN 37853 NONE PUBLIC CHARITY GENERAL 20000 SAVE THE CHILDREN P O BOX 97132 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL 10000 SCGA FOUNDATION 3740 CAHUENGA BLVD NORTH HOLLYWOOD CA 91604 NONE PUBLIC CHARITY GENERAL 500 SEMPER FI FUND 825 COLLEGE BLVD SUITE 102 OCEANSIDE CA 92057 NONE PUBLIC CHARITY GENERAL 17000 SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 NONE PUBLIC CHARITY GENERAL 1000 SOLE BROTHERS 11734 WILSHIRE BLVD SUITE C111 LOS ANGELES CA 90025 NONE PUBLIC CHARITY GENERAL 5000 SPCA LA 5026 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PUBLIC CHARITY GENERAL 1000 SPECIAL OLYMPICS 1325 G STREET NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL 1000 SPONDYLITIS ASSOCIATION 14827 VENTURA BLVD 222 SHERMAN OAKS CA 91403 NONE PUBLIC CHARITY GENERAL 20000 ST JUDE CHILDRENS HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY GENERAL 11000 ST VINCENT MEALS ON WHEELS 2303 MIRAMAR STREET LOS ANGELES CA 90057 NONE PUBLIC CHARITY GENERAL 200 STANFORD BUCKCARDINAL CLUB P O BOX 20466 STANFORD CA 94309 NONE PUBLIC CHARITY GENERAL 500 THE MIDNIGHT MISSION 601 S SAN PEDRO STREET LOS ANGELES CA 90014 NONE PUBLIC CHARITY GENERAL 1000 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL 20000 THE V FOUNDATION 106 TOWERVIEW COURT CARY NC 27513 NONE PUBLIC CHARITY GENERAL 25000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY GENERAL 23000 UC REGENTS 1111 BROADWAY OAKLAND CA 94607 NONE PUBLIC CHARITY GENERAL 5000 UCLA FOUNDATION 10920 WILSHIRE BLVD 1400 LOS ANGELES CA 90024 NONE PUBLIC CHARITY GENERAL 9600 UNION RESCUE MISSION 545 S SAN PEDRO STREET LOS ANGELES CA 90013 NONE PUBLIC CHARITY GENERAL 1000 UNITED STATES HOLOCAUST MEMORIAL MUSEUM P O BOX 90988 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL 1000 USC SHOAH FOUNDATION 650 W 35TH ST STE114 LOS ANGELES CA 90089 NONE PUBLIC CHARITY GENERAL 5000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PUBLIC CHARITY GENERAL 10000 VISTA DEL MAR 3200 MOTOR AVENUE LOS ANGELES CA 90034 NONE PUBLIC CHARITY GENERAL 1000 WAGS & WALKS 2236 FEDERAL AVENUE LOS ANGELES CA 90064 NONE PUBLIC CHARITY GENERAL 2000 491600 0 14 281981 01 20159 18 304542 0 606682 0 606682 7 FLOW THRU INCOME FR INVESTMENT PRTNRSHPS A 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN W BARTMAN 11777 SAN VICENTE BLVD STE 600 LOS ANGELES CA 90049 31630 X 2 DAVID A BARTMAN 11777 SAN VICENTE BLVD STE 600 LOS ANGELES CA 90049 10000 X 3 MICHAEL T BARTMAN 11777 SAN VICENTE BLVD STE 600 LOS ANGELES CA 90049 20500 X 1 400 SHARES ITT INC 31630 2022-12-06 ACCOUNTING 6224 3112 3112 3,000 SHS CVS CAREMARK CORP 110642 279570 900 SHS AMGEN INC 154098 236376 1,350 SHS CHEVRON CORPORATION 150546 242312 3,400 SHS COCA COLA COMPANY 148439 216274 3,800 SHS DOMINION ENERGY INC 296710 233016 1,800 SHS EXXON MOBIL CORP 149984 198540 7,800 SHS KINDER MORGAN INC 138522 141024 2,325 SHS MERCK CO INC 143457 257959 2,200 SHS MICROSOFT CORP 150383 527604 1,800 SHS T ROWE PRICE GROUP INC 150433 196308 1,500 SHS WALT DISNEY CO 174166 130320 3,200 SHS INTEL CORP 151290 84576 1750 SHS VERIZON COMMUNICATIONS 98786 68950 1,600 SHS ABBVIE INC 118144 258576 600 SHS BROADCOM INC 118622 335478 2,500 SHS BLACKSTONE GROUP INC 134770 185475 4,000 SHS CISCO SYSTEMS 161211 190560 1,000 SHS DIGITAL REALTY TRUST INC 136521 100270 1,500 SHS DUKE ENERGY 113649 154485 800 SHS MCDONALD'S CORP 120297 210824 3,500 SHS US BANCORP 117481 152635 4000 SHS AT&T 117199 73640 2100 SHS RIO TINTO 172825 149520 2500 SHS TOTAL ENERGIES SE 123348 155200 3,900 SHS PFIZER INC 143238 199836 1,900 SHS WALMART INC 149334 269401 1,300 SHS INTERNATIONAL BUSINESS MACHINES 66821 183157 4,100 SHS QUALCOMM INC 263855 450754 2,000 SHS CHENIERE ENERGY INC 267699 299920 16,000 SHS SAN JUAN BASIN ROYALTY TRUST 140659 182720 2,000 SHS UNITED PARCEL SERVICES 294747 504136 6,500 SHS ENERGY TRANSFER LP 43216 31857 MISCELLANEOUS 146 146 0 ENTERPRISE PRODUCTS PARTNERS LP 25863 25863 25863 ENERGY TRANSFER LP -5704 -5704 -5704 12,000 SHS ENTERPRISE PRODUCTS PARTNERS 78931 75628 PORTFOLIO MANAGEMENT 48769 48769 0 CUSTODIAN FEES 1500 1500 0 DAVID A BARTMAN 11777 SAN VICENTE BLVD SUITE 600 LOS ANGELES CA 90049 MICHAEL T BARTMAN 11777 SAN VICENTE BLVD SUITE 600 LOS ANGELES CA 90049 FOREIGN TAXES 2441 2441 0 STATE TAXES 650 650 0 STATE FILING FEES 100 100 0 FEDERAL TAX 9500 0 0