BETA

BARTH FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BARTH FAMILY FOUNDATION (EIN 91-2171985)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-14
IRS object ID
202033199349100208
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-14T08:19:17-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273117176PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AVITUS BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2506AddressLine1Txt
CityBILLINGSCityNm
State AbbreviationMTStateAbbreviationCd
ZIP591032506ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912171985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARTBusinessNameControlTxt
Phone3102786602PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1433 N CAMDEN DRIVESTE 800AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BARTHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102786602PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH MURRAY CPAPreparerPersonNm
PTINP00067359PTIN
Phone8004542446PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address137.26.70.235IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm10:48:36IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id220640C2D4FC616DF8CEB594092E4BDBAF79D1BEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,234,129FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$162,409InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$162,409InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$83,482OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$83,482OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$245,891TotalRevAndExpnssAmt
Total Net Invst Incm$245,891TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,137OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$535,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$535,475ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$539,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$535,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$293,721ExcessRevenueOverExpensesAmt
Net Investment Income$245,891NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,321,331CashBOYAmt
Cash EOY$574,780CashEOYAmt
Cash EOYFMV$574,780CashEOYFMVAmt
Other Nts And Loans Rcvbl$1,720,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,270,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,720,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,720,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$935,515OtherInvestmentsBOYAmt
Other Investments EOY$939,349OtherInvestmentsEOYAmt
Other Investments EOYFMV$939,349OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,526,846TotalAssetsBOYAmt
Total Assets EOY$3,234,129TotalAssetsEOYAmt
Total Assets EOYFMV$3,234,129TotalAssetsEOYFMVAmt
Other Liabilities BOY$212,260OtherLiabilitiesBOYAmt
Other Liabilities EOY$213,264OtherLiabilitiesEOYAmt
Total Liabilities BOY$212,260TotalLiabilitiesBOYAmt
Total Liabilities EOY$213,264TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,314,586RetainedEarningBOYAmt
Retained Earning EOY$3,020,865RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,314,586TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,020,865TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,526,846TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,234,129TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,314,586TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$293,721ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,020,865SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,020,865TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$517,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,628,566NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.317457DistributionYr1Rt
Adjusted Qlfy Distri Yr2$220,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,021,881NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.108810DistributionYr2Rt
Adjusted Qlfy Distri Yr3$375,076AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,245,858NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.167008DistributionYr3Rt
Adjusted Qlfy Distri Yr4$673,432AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,376,788NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.199430DistributionYr4Rt
Adjusted Qlfy Distri Yr5$487,833AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,425,101NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.142429DistributionYr5Rt
Total Distribution0.935134TotalDistributionRt
Average Distribution0.187027AverageDistributionRt
Net Vl Noncharitable Assets$3,498,108NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$654,241AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,459NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$656,700AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$535,475QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,918InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,918SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,918TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Tax Due$2,825TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT BARTHIndividualWithBooksNm
Phone3102785333PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1433 N CAMDEN DR STE 1070AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT BARTH
29 PORTUGESE BEND ROADROLLING HILLSCA90274PRESIDENT2.00$0$0$0
SUZANNE BARTH
42 LINDA ISLENEW PORT BEACHCA92660SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$892,030AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,659,349FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,551,379TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,551,379AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,498,108NetVlNoncharitableAssetsAmt
Minimum Investment Return$174,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$174,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,918TaxBasedOnInvestmentIncomeAmt
Total Tax$4,918TotalTaxAmt
Distributable Before Adj$169,987DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$169,987DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$169,987DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$535,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$535,475QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$535,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$169,987DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$320,554ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$508,395ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$269,631ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$121,950ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$437,605ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,658,135TotalExcessDistributionCyovAmt
Qualifying Distributions$535,475QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$169,987AppliedToCurrentYearAmt
Remaining Distri From Corpus$365,488RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,023,623TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$320,554ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,703,069ExcessDistriCyovToNextYrAmt
Excess From Year4$508,395ExcessFromYear4Amt
Excess From Year3$269,631ExcessFromYear3Amt
Excess From Year2$121,950ExcessFromYear2Amt
Excess From Year1$437,605ExcessFromYear1Amt
Excess From Current Year$365,488ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVDLOS ANGELESCA90048CHARITABLE$100,000
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010CHARITABLE$32,400
CLIMATE REALITY PROJECT
555 11TH ST NWWASHINGTONDC20004CHARITABLE$10,000
FASTER CURES
1101 NEW YORK AVE NWWASHINGTONDC20005CHARITABLE$100,000
NATIONAL RESOURCES
211 S PATERSON ST STE 100MADISONWI53703CHARITABLE$20,000
OCEANA FOUNDATION
1025 CONNECTICUT AVE NWWASHINGTONDC20036CHARITABLE$20,000
ORANGEWOOD CHILDREN'S FOUNDATION
1575 E 17TH STREETSANTA ANACA92705CHARITABLE$8,000
STARS AND STRIPES
1107 VAN NESS AVETORRANCECA90501CHARITABLE$20,000
THE BRENT SHAPIRO FOUNDATION
10250 CONSTELLATION BLVDLOS ANGELESCA90067CHARITABLE$15,000
UNION RESCUE MISSION
545 SAN PEDRO STLOS ANGELESCA90013CHARITABLE$75,000
VISTA DEL MAR
3200 MOTOR AVELOS ANGELESCA90034CHARITABLE$15,000
THE GUARDIANS
2600A E SELTICE WAY STE 122POST FALLSID83854CHARITABLE$5,000
ALLIANCE COLLEGE READY PUBLIC SCHOOLS
601 SOUTH FIGUEROA STREET 4TH FLOORLOS ANGELESCA90017CHARITABLE$10,000
MIRACLE BABIES
8745 AERO DRIVE SUITE 308SAN DIEGOCA92123CHARITABLE$25,000
NATIONAL BREAST CANCER
PO BOX 678572DALLASTX75267CHARITABLE$10,000
MILKEN INSTITUTE
1250 FOURTH STREETSANTA MONICACA90401CHARITABLE$50,000
MAKE A WISH
1702 EAST HIGHLAND SUITE 400PHOENIXAZ85016CHARITABLE$5,075
UNIVERSITY KIDNEY RESEARCH
11111 SANTA MONICA BOULEVARD SUITELOS ANGELESCA90025CHARITABLE$15,0001750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$535,475TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,409ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$83,482ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$245,891ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$245,891TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CTP77 NATIONAL INVESTORS, LLCAT COST$139,349$139,349
CROSSWIND VENTURE II LPAT COST$800,000$800,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGENERAL & ADMINISTRATIVEDesc
Revenue And Expenses Per Books$4,137RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM CTP 77$26,482$26,482$0
INT FROM CROSSWIND VEN II LP$57,000$57,000$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
BOY Book Value$212,260BOYBookValueAmt
EOY Book Value$213,264EOYBookValueAmt

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