BARTH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BARTH FAMILY FOUNDATION (EIN 91-2171985)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-01-24
- IRS object ID
- 202010249349100801
- Schema version
- 2018v3.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-24T13:09:51-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273117176 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVITUS BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2506 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591032506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912171985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 433 N CAMDEN DRIVESTE 800 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BARTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102786602 | PhoneNum |
| Signature | 2019-12-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBBIE MURRAY | PreparerPersonNm |
| PTIN | P00067359 | PTIN |
| Phone | 8004542446 | PhoneNum |
| Preparation | 2020-01-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,526,846 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $177,711 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177,711 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,632 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,632 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $203,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,343 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,790 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $517,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $517,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $519,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$316,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,721,959 | CashBOYAmt |
| Cash EOY | $1,321,331 | CashEOYAmt |
| Cash EOYFMV | $1,321,331 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,270,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $570,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,270,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,270,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,339,169 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $935,515 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $935,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,631,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,526,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,526,846 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $212,260 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $212,260 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,631,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,314,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,631,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,314,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,631,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,526,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,631,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$316,542 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,314,586 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,314,586 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $220,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,021,881 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $375,076 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,245,858 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.167008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $673,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,376,788 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.199430 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $487,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,425,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142429 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $490,907 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,383,107 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145105 | DistributionYr5Rt |
| Total Distribution | 0.762782 | TotalDistributionRt |
| Average Distribution | 0.152556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,628,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $248,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,033 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $517,000 | 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 | $2,033 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,033 | SubtotalAmt |
| Tax Based On Investment Income | $2,033 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,044 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,044 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $977 | OverpaymentAmt |
| Applied To ES Tax | $977 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT BARTH | IndividualWithBooksNm |
| Phone | 3102785333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 N CAMDEN DR STE 1070 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | ||||||||
| 29 PORTUGESE BEND ROAD | ROLLING HILLS | CA | 90274 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SUZANNE BARTH | ||||||||
| 42 LINDA ISLE | NEW PORT BEACH | CA | 92660 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,543,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,653,367 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,653,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,628,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,033 | TotalTaxAmt |
| Distributable Before Adj | $79,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,395 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $517,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,033 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $514,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,395 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $325,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $320,554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $508,395 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $269,631 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,950 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,546,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $79,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $437,605 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,984,005 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $325,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,658,135 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $320,554 | ExcessFromYear4Amt |
| Excess From Year3 | $508,395 | ExcessFromYear3Amt |
| Excess From Year2 | $269,631 | ExcessFromYear2Amt |
| Excess From Year1 | $121,950 | ExcessFromYear1Amt |
| Excess From Current Year | $437,605 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | CHARITABLE | $15,000 | |
| CITY OF HOPE | ||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | CHARITABLE | $42,500 | |
| STARS AND STRIPES | ||||||
| 1107 VAN NESS AVE | TORRANCE | CA | 90501 | CHARITABLE | $20,000 | |
| THE BRENT SHAPIRO FOUNDATION | ||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | CHARITABLE | $10,000 | |
| LA JOLLA MUSIC SOCEITY | ||||||
| 7946 IVANHOE AVE | LA JOLLA | CA | 92037 | CHARITABLE | $6,000 | |
| RADY'S CHILDRENS HOSPITAL | ||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | CHARITABLE | $50,000 | |
| JESSIE REES FOUNDATION | ||||||
| 9701 RESEARCH DR STE 150 | IRVINE | CA | 92618 | CHARITABLE | $5,000 | |
| GOOD PROJECTS | ||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | CHARITABLE | $10,000 | |
| NATIONAL RESOURCES | ||||||
| 211 S PATERSON ST STE 100 | MADISON | WI | 53703 | CHARITABLE | $35,000 | |
| NAMI WESTSIDE LA | ||||||
| 921 WESTWOOD BLVD | LOS ANGELES | CA | 90024 | CHARITABLE | $2,500 | |
| GOOD HUMAN FOUNDATION | ||||||
| 12777 W JEFFERSON BLVD | LOS ANGELES | CA | 90066 | CHARITABLE | $10,000 | BLDG D |
| VOICE FOR CHILDREN | ||||||
| 937 BROADWAY STE 201 | CAPE GIRARDEAU | MO | 63701 | CHARITABLE | $5,000 | |
| HORIZON MINISTRIES | ||||||
| PO BOX 90801 | ROCHESTER | NY | 14609 | CHARITABLE | $1,000 | |
| SAN DIEGO CENTER FOR CHILDREN | ||||||
| 3002 ARMSTRONG ST | SAN DIEGO | CA | 92111 | CHARITABLE | $10,000 | |
| NEW YORK JETS FOUDATION | ||||||
| 610 FIFTH AVE | NEW YORK | NY | 10020 | CHARITABLE | $5,000 | |
| VISTA DEL MAR | ||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | CHARITABLE | $20,000 | |
| CHASE FOUNDATION | ||||||
| 2103 W MAIN ST | ARTESIA | NM | 88210 | CHARITABLE | $10,000 | |
| CHILDRENS HOSPITAL | ||||||
| 23838 VALENCIA BLVD 140 | VALENCIA | CA | 91355 | CHARITABLE | $20,000 | |
| CLIMATE REALITY PROJECT | ||||||
| 555 11TH ST NW | WASHINGTON | DC | 20004 | CHARITABLE | $10,000 | |
| FASTER CURES | ||||||
| 1101 NEW YORK AVE NW | WASHINGTON | DC | 20005 | CHARITABLE | $50,000 | STE 620 |
| OCEANA FOUNDATION | ||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | CHARITABLE | $10,000 | STE 200 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | CHARITABLE | $25,000 | |
| UNION RESCUE MISSION | ||||||
| 545 SAN PEDRO ST | LOS ANGELES | CA | 90013 | CHARITABLE | $20,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | CHARITABLE | $50,000 | |
| CHARLIZE THERON AFRICA | ||||||
| LOS ANGELES | LOS ANGELES | CA | 90001 | CHARITABLE | $10,000 | |
| HABITATE FOR HUMANITY | ||||||
| 685 KING PARK DR | BILLINGS | MT | 59102 | CHARITABLE | $10,000 | |
| SANFORD BURNHAM PREBYS MEDICAL | ||||||
| 10901 N TORREY PINES RD | LA JOLLA | CA | 92037 | CHARITABLE | $50,000 | |
| CHARITY WATER | ||||||
| 40 WORTH ST 330 | NEW YORK | NY | 10013 | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $517,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,711 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $25,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $203,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,343 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CTP77 NATIONAL INVESTORS, LLC | $135,515 | $135,515 |
| GUGGENHEIM | ||
| CROSSWIND VENTURE | ||
| CROSSWIND VENTURE II LP | $800,000 | $800,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CPT77 NATIONAL INVESTORS | $25,506 | $25,506 |
| ACQUISITION INCOME | $126 | $126 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| EOY Book Value | $212,260 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,270,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAXES: STATE CORP/PARTNERSHIP | $2,765 |
| LICENSES & PERMITS | $25 |
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