2022-07-21T19:14:27-05:00 2021-12-31 814234542 BPM LLP 1723 CLOVERFIELD BOULEVARD SANTA MONICA CA 904044007 990PF 2021-01-01 237005283 BARTMAN FOUNDATION BART 3108268737 11777 SAN VICENTE BOULEVARD 600 LOS ANGELES CA 90049 JOHN W BARTMAN TRUSTEE 3108268737 2022-07-21 1 JOHN BARTMAN XXX-XX-XXXX DAVID THAW P00179919 3108289798 2022-07-21 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8286173 X 59138 221398 221398 85964 491678 111564 21796 21796 388296 354758 0 0 0 5298 2649 2649 50191 50191 0 1857 1690 0 249 249 0 57595 54779 2649 468600 468600 526195 54779 471249 -137899 299979 208191 110864 110864 4744630 4699775 8175309 45812 43216 0 4998633 4853855 8286173 77758 78931 77758 78931 X 0 0 0 0 4920875 4774924 4920875 4774924 4998633 4853855 4920875 -137899 0 4782976 8052 4774924 170 SHARES APPLE INC D 2014-06-09 2021-12-21 29138 3538 25600 25600 2200 SHARES VERIZON P 2020-03-19 2021-04-29 124659 119946 4713 4713 5000 SHARES AT & T P 2009-06-09 2021-06-02 146132 122464 23668 23668 471 SHARES 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TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY GENERAL 20000 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 AMERICAN VETERANS P O BOX 14301 CINCINNATI OH 45250 NONE PUBLIC CHARITY GENERAL 300 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL 12500 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 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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 SAINT JOHN'S HEALTH CARE FOUNDATION 1328 22ND STREET SANTA MONICA CA 90404 NONE PUBLIC CHARITY GENERAL 1000 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 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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 468600 0 14 221398 01 21796 18 85964 0 329158 0 329158 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 29138 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 20000 X 1 170 SHARES APPLE INC 29138 2021-12-21 ACCOUNTING 5298 2649 2649 1,000 SHS INTERNATIONAL BUSINESS MACHINES 25039 133660 3,900 SHS WALMART 173529 564291 3,000 SHS CVS CAREMARK CORP 110642 309480 900 SHS AMGEN INC 154098 202473 1,350 SHS CHEVRON CORPORATION 150546 158423 3,400 SHS COCA COLA COMPANY 148439 201314 3,800 SHS DOMINION ENERGY INC 296710 298528 1,800 SHS EXXON MOBIL CORP 149984 110142 7,800 SHS KINDER MORGAN INC 138522 123708 2,325 SHS MERCK CO INC 143457 178188 2,200 SHS MICROSOFT CORP 150383 739904 2,300 SHS QUALCOMM INC 145610 420601 1,800 SHS T ROWE PRICE GROUP INC 150433 353952 1,400 SHS UNITED PARCEL SERVICE INC 149277 300076 1,500 SHS WALT DISNEY CO 174166 232335 3,200 SHS INTEL CORP 151290 164800 1750 SHS VERIZON COMMUNICATIONS 98786 90930 1,800 SHS QUALCOMM INC 118245 329166 1,500 SHS UNITED PARCEL SERVICES 145470 321510 1,600 SHS ABBVIE INC 118144 216640 600 SHS BROADCOM INC 118622 399246 2,500 SHS BLACKSTONE GROUP INC 134770 323475 4,000 SHS CISCO SYSTEMS 161211 253480 1,000 SHS DIGITAL REALTY TRUST INC 136521 176870 1,500 SHS DUKE ENERGY 113649 157350 1,925 SHS GILEAD SCIENCES INC 150364 139774 800 SHS MCDONALD'S CORP 120297 214456 7,700 SHS PFIZER INC 254346 454685 3,500 SHS US BANCORP 117481 196595 300 SHS INTERNATIONAL BUSINESS MACHINE 41782 40098 4000 SHS AT&T 153911 98400 483 SHS VIATRIS INC 7878 6535 2100 SHS RIO TINTO 172825 140574 2500 SHS TOTAL ENERGIES SE 123348 123650 6,500 SHS ENERGY TRANSFER LP 45812 43216 PRIOR YEAR CORRECTION FOR MISCLASSIFICATION OF NON-TAXABLE DISTRIBUTIONS 8052 MISCELLANEOUS 249 249 0 ENTERPRISE PRODUCTS PARTNERS LP 20427 20427 20427 ENERGY TRANSFER LP 1369 1369 1369 12,000 SHS ENTERPRISE PRODUCTS PARTNERS 77758 78931 PORTFOLIO MANAGEMENT 48691 48691 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 1599 1599 0 STATE TAXES 21 21 0 STATE FILING FEES 70 70 0 FEDERAL TAX 167 0 0