BARTH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARTH FAMILY FOUNDATION (EIN 91-2171985)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349103655
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:55:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | DISASTER POSTPONEMENT CA-2025-01 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21515 HAWTHORNE BLVD STE 1250 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 905036583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 BOULEVARD 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 | 2025-11-12 | 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 | BENJAMIN M ZAHRADNIK CPA | PreparerPersonNm |
| PTIN | P01697037 | PTIN |
| Phone | 3105405990 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,496,900 | 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 | $112,982 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112,982 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,958 | 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 | $2,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,155 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,155 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,742 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,960 | CashBOYAmt |
| Cash EOY | $88,321 | CashEOYAmt |
| Cash EOYFMV | $88,321 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,740 | 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 | $424,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $376,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $606,906 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,277,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,273,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,273,933 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,416,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,266,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,496,900 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| 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 | $2,416,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,266,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,416,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,266,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,416,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,266,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,416,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,937 | OtherIncreasesAmt |
| Subtotal | $2,266,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,266,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ZIM INTEGRATED SHIPPING SERVICES LTD | P | 2022-09-21 | 2024-05-09 | $35,706 | $53,769 | -$18,063 | -$18,063 |
| FLOW THROUGH CTP77 NATIONAL INVESTORS LLC | P | 2024-01-01 | 2024-12-31 | $4,333 | $4,333 | $4,333 | |
| PASSTHROUGH UBI GAIN | P | $1,245 | $1,245 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,519 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | 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 | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $112 | 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 |
| Individual With Books | ROBERT BARTH | IndividualWithBooksNm |
| Phone | 3102785333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD STE 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | $402,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,793,933 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,368,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,368,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,332,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,519 | TotalTaxAmt |
| Distributable Before Adj | $115,112 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,112 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,112 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $245,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $365,488 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $245,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $235,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $418,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,459,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,043 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,589,678 | 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 | $365,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,224,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $245,902 | ExcessFromYear4Amt |
| Excess From Year3 | $235,035 | ExcessFromYear3Amt |
| Excess From Year2 | $194,308 | ExcessFromYear2Amt |
| Excess From Year1 | $418,902 | ExcessFromYear1Amt |
| Excess From Current Year | $130,043 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT BARTH | ContributingManagerNm |
| Contributing Manager | SUZANNE BARTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AXEALS FOUNDATION | |||||||
| 31328 FLOWERIDGE DRIVE | RANCHO PALOS VERDES | CA | 90275 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| CATHOLIC CHARITIES OF LOS ANGELES | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90048 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $47,500 |
| DON'T EVER GIVE UP INC | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| LOS ANGELES BALLET | |||||||
| 11755 EXPOSTION BLVD | LOS ANGELES | CA | 90064 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| LOS ANGELES DODGERS FOUNDATION | |||||||
| 1000 VIN SCULLY AVENUE | LOS ANGELES | CA | 90012 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| MANTEGNA FAMILY FOUNDATION | |||||||
| 15300 VENTURA BLVD 315 | SHERMAN OAKS | CA | 91403 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $6,000 |
| MIRACLE BABIES | |||||||
| 8745 AERO DRIVE 308 | SAN DIEGO | CA | 92123 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| NEW YORK JETS FOUNDATION INC | |||||||
| 610 5TH AVE FL 2 | NEW YORK CITY | NY | 10020 | N/A | PF | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| OCEANA FOUNDATION | |||||||
| 1025 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| SAVE OUR SCHOOLS | |||||||
| 400 CAPITAL MALL 2400 | SACRAMENTO | CA | 95814 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SHARE AFRICA | |||||||
| 100 HILLTOP | ELECTRA | TX | 76360 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $2,000 |
| SHARE FOR CHILDREN | |||||||
| PO BOX 1342 | BEVERLY HILLS | CA | 90213 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE BRENT SHAPIRO FOUNDATION | |||||||
| 10250 CONSTELLATION BLVD FL 19 | LOS ANGELES | CA | 90067 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| THE COUNTRY FRIENDS | |||||||
| 6030 EL TORDO | RANCHO SANTA FE | CA | 92067 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| VISION MEXICO | |||||||
| 1530 WILSON BLVD | ARLINGTON | VA | 22209 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| VISTA DEL MAR | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $18,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,982 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,275 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,275 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,310 | Amt |
| Net Investment Income | $1,155 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,155 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 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 | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK JETS FOUNDATION | ||||||||||
| 610 5TH AVE | NEW YORK | NY | 10020 | 2024-07-25 | $10,000 | NOT APPLICABLE AS NO REPORT RECEIVED YET. | $0 | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | PENDING | 2024-12-31 |
| NEW YORK JETS FOUNDATION | ||||||||||
| 610 5TH AVE | NEW YORK | NY | 10020 | 2023-08-01 | $10,000 | NOT APPLICABLE AS NO REPORT RECEIVED YET. | $0 | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | PENDING | 2024-12-31 |
| AOKI FOUNDATION | ||||||||||
| 15260 VENTURA BLVD SUITE 2100 | SHERMAN OAKS | CA | 91403 | 2023-10-30 | $2,000 | NOT APPLICABLE AS NO REPORT RECEIVED YET. | $0 | TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED | PENDING | 2024-12-31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS C CAPITAL STOCK | $123,634 | $229,099 |
| BLACKSTONE INC COMMON STOCK | $94,821 | $184,145 |
| U HAUL HOLDING COMPANY COMMON STOCK | $14,776 | $20,727 |
| U HAUL HOLDING COMPANY SERIES N | $143,765 | $172,935 |
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 | $73,933 | $73,933 |
| CROSSWIND VENTURE II LP | AT COST | $1,200,000 | $1,200,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLOW THROUGH CTP77 NATIONAL INVESTORS LLC - RENTAL LOSS | $4,897 | $3,490 | $0 |
| FLOW THROUGH CTP77 NATIONAL INVESTORS LLC - OTHER DEDUCTION | $2,714 | $1,934 | $0 |
| FLOW THROUGH CTP77 NATIONAL INVESTORS LLC - NON DEDUCTIBLE EXPENSES | $131 | $93 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $4,937 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,767 | $0 | $0 |
| REGISTRY OF CHARITABLE | $363 | $0 | $0 |
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