BARTMAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARTMAN FOUNDATION (EIN 23-7005283)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201631329349102893
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T17:32:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952875688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUMBINER SAVETT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 CLOVERFIELD BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237005283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 3108268737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11777 SAN VICENTE BOULEVARD NO 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W BARTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108268737 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID THAW | PreparerPersonNm |
| PTIN | P00179919 | PTIN |
| Phone | 3108289798 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,812,328 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,021 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $247,369 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,771 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $372,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $356,910 | 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 | $4,859 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,429 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,711 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $427,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $427,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $429,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,503 | CashBOYAmt |
| Cash EOY | $5,928 | CashEOYAmt |
| Cash EOYFMV | $5,928 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,990 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,460,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,219,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,085,550 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $89,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,860 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,643,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,522,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,812,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,643,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,522,170 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,643,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,522,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,643,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,522,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,643,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,525,705 | SubtotalAmt |
| Other Decreases | $3,535 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,522,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4250 SHS HSBC HOLDINGS PLC | P | 2009-04-09 | 2015-02-25 | $188,894 | $83,597 | $105,297 | $105,297 |
| 4000 SHS AMERIGAS PARTNERS LP | P | 2009-06-09 | 2015-11-30 | $155,782 | $17,958 | $137,824 | $137,824 |
| 6375 SHS PEMBINA PIPELINE CORP | P | 2007-07-10 | 2015-11-30 | $144,643 | $153,761 | -$9,118 | -$9,118 |
| 300 SHS QUALCOMM INC | D | 1995-12-14 | 2015-12-18 | $14,021 | $655 | $13,366 | $13,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $247,369 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $450,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,963,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $499,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,050,430 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $464,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,921,684 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118330 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $430,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,012,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $422,073 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,891,346 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108465 | DistributionYr5Rt |
| Total Distribution | 0.571172 | TotalDistributionRt |
| Average Distribution | 0.114234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,424,314 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $391,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,072 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $394,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $429,880 | 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 | $3,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,960 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,888 | OverpaymentAmt |
| Applied To ES Tax | $2,888 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | 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 | JOHN W BARTMAN | IndividualWithBooksNm |
| Phone | 3108268737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11777 SAN VICENTE BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 | 0 | BusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W BARTMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11777 SAN VICIENTE BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE-AS REQUIRED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,140,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,476,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,476,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,424,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,072 | TotalTaxAmt |
| Distributable Before Adj | $168,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $429,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $429,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,072 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $426,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $230,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,681 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $298,649 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $258,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,291,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $429,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,552,918 | 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 | $230,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,322,823 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,506 | ExcessFromYear4Amt |
| Excess From Year3 | $271,681 | ExcessFromYear3Amt |
| Excess From Year2 | $298,649 | ExcessFromYear2Amt |
| Excess From Year1 | $258,251 | ExcessFromYear1Amt |
| Excess From Current Year | $261,736 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN W BARTMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 919 NORTH MICHIGAN AVENUE SUITE | 1000 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| P O BOX 27491 | ALBUQUERQUE | NM | 87125 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| AMERICAN VETERANS ASSISTANCE FOUNDATION | ||||||||
| 6226 VINELAND AVENUE 105 | NORTH HOLLYWOOD | CA | 91606 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| AMERICAN YOUTH SYMPHONY | ||||||||
| 343 CHURCH LANE | LOS ANGELES | CA | 90019 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| BANDINI FOUNDATION | ||||||||
| 5857 CAPE HORN DRIVE | AGOURA HILLS | CA | 91301 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| BEREA COLLEGE | ||||||||
| CPO 2216 | BEREA | KY | 40404 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| BOYS AND GIRLS CLUB OF SANTA MONICA | ||||||||
| 1238 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| BOYS SCOUTS OF AMERICAWESTERN LOS ANGELES COUNTY COUNCIL | ||||||||
| 16525 SHERMAN WAY UNIT C-8 | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| BRAILLE INSTITUTE | ||||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| BRENTWOOD SCHOOL | ||||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| CALIFORNIA INSTITUTE OF THE ARTS | ||||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| CAMERON EUGENE JACKSON'S CHLDREN'S LIBRARY | ||||||||
| 1437 W CENTINELA AVENUE | LOS ANGELES | CA | 90023 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| CAMP HARMONY | ||||||||
| P O BOX 34456 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| CENTRO LATINO DE EDUCACION POPULAR | ||||||||
| 1709 WEST 8TH STREET SUITE A | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| CHILDREN OF THE NIGHT | ||||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91401 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| CHILDRENS HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL | $10,500 | |
| CHRYSALIS | ||||||||
| 4432 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| CITY OF HOPE | ||||||||
| 208 WEST 8TH STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | GENERAL | $5,500 | |
| CONCERN FOUNDATION | ||||||||
| 9350 CIVIC CENTER DRIVE 104 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 1919 M STREET NW SUITE 600 | WASHIGNTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $3,500 | |
| DESERT FOOTHILLS LAND TRUST | ||||||||
| P O BOX 4861 | CAVE CREEK | AZ | 85327 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| DISABLED AMERICAN VETERANS | ||||||||
| P O BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| DOLORES MISSION CHURCH | ||||||||
| 171 S GLESS STREET | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE CENTRE | MD | 20850 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| P O BOX 151200 | SAN RAFAEL | CA | 949151200 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| HABITAT FOR HUMANITY | ||||||||
| 17700 S FIGUEROA STREET | GARDENA | CA | 90248 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| HELP HOSPITALIZED VETERANS | ||||||||
| P O BOX 96661 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| HELPING HAND FOR THE BLIND | ||||||||
| 20734 DEVONSHIRE STREET SUITE C | CHATSWORTH | CA | 91311 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL | $12,000 | |
| I HAVE A DREAM FOUNDATION | ||||||||
| 4201 WILSHIRE BLVD 520 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| INTEGRA CENTER | ||||||||
| P O BOX 22498 | SAN DIEGO | CA | 92192 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| IRAQ STAR | ||||||||
| P O BOX 1931 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| ISRAEL CANCER RESEARCH FUND | ||||||||
| 11726 SAN VICENTE BLVD | LOS ANGELES | CA | 90040 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL | $6,000 | |
| JUNIOR BLIND OF AMERICA | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| LANGE FOUNDATION | ||||||||
| 2178 ROSCOMARE ROAD | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| LEARNING ALLY | ||||||||
| 5022 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 WEST 5TH AVENUE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | GENERAL | $55,000 | |
| LOS ANGELES CHILD DEVELOPMENT CENTER | ||||||||
| 141 S BARRINGTON AVENUE | LOS ANGELES | CA | 90001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| LOS ANGELES FAMILY HOUSING CORP | ||||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91604 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| MACCABI USASPORTS COUNCIL FOUNDATION | ||||||||
| 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19101 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| MAKE A WISH FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST 1460 | LOS ANGELES | CA | 90060 | NONE | PUBLIC CHARITY | GENERAL | $2,800 | |
| MARANATHA VILLA FOUNDATION | ||||||||
| 1445 N BOONVILLE AVENUE | SPRINGFIELD | MO | 65802 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| MEMORIAL SLOAN-KETTERENG CNCR CT | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 250 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| OPERATION GRATITUDE | ||||||||
| 16444 REFUGIO ROAD | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH STREET NW | WASHIGNTON | DC | 200063517 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| POMONA COLLEGE | ||||||||
| 333 NORTH COLLEGE WAY | CLAREMONT | CA | 917119324 | NONE | PUBLIC CHARITY | GENERAL | $12,500 | |
| PREVENT CANCER FOUNDATION | ||||||||
| 1600 DUKE STREET 100 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| PROJECT ANGEL FOOD | ||||||||
| 7574 SUNSET BLVD | LOS ANGELES | CA | 900463413 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| SAINT JOHN'S HEALTH CARE FOUNDATION | ||||||||
| 1328 22ND STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| SCGA FOUNDATION | ||||||||
| 3740 CAHUENGA BLVD | NORTH HOLLYWOOD | CA | 91604 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 900354709 | NONE | PUBLIC CHARITY | GENERAL | $300 | |
| SPCA LA | ||||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| SPECIAL OLYMPICS | ||||||||
| 1325 G STREET NW | WASHIGNTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $5,500 | |
| SPONDYLITIS ASSOCIATION | ||||||||
| 14827 VENTURA BLVD 222 | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| ST ANNE'S | ||||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | GENERAL | $1,250 | |
| STANFORD BUCKCARDINAL CLUB | ||||||||
| P O BOX 20466 | STANFORD | CA | 94309 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| STANFORD LAW SCHOOL | ||||||||
| 559 NATHAN ABBOTT WAY | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | GENERAL | $12,500 | |
| STOP CANCER | ||||||||
| 9191 WILSHIRE BLVD SUIT 607 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| THE FOUNDATION FOR CAMP MAX STRAUSS | ||||||||
| 5700 WILSHIRE BLVD 2121 | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | GENERAL | $5,500 | |
| THE GUARDIANS | ||||||||
| 1640 S SEPULVEDA BLVD SUITE 210 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| THE MIDNIGHT MISSION | ||||||||
| 601 S SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| THE SABAN FREE CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 116 NEW MONTGOMERY 4TH FL | SAN FRANCISCO | CA | 91405 | NONE | PUBLIC CHARITY | GENERAL | $12,500 | |
| THE USO | ||||||||
| P O BOX 96860 | WASINGTON | DC | 20077 | NONE | PUBLIC CHARITY | GENERAL | $5,500 | |
| THE V FOUNDATION | ||||||||
| 106 TOWERVIEW COURT | CARY | NC | 27513 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| UC CUMBERLAND | ||||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| UC REGENTS | ||||||||
| 1111 BROADWAY | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL | $9,600 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| P O BOX 90988 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| UNITED WAY | ||||||||
| 523 WEST 6TH STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | GENERAL | $7,000 | |
| USC SHOAH FOUNDATION | ||||||||
| 650 W 35TH ST STE114 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | 1GENERAL | $5,000 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| VISTA DEL MAR | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| WOUNDED WARRIORS PROJECT | ||||||||
| P O BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | GENERAL | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $427,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,770 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $23,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $234,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $343,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,544 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | FLOW THRU INCOME FR INVESTMENT PRTNRSHPS AND CLASS ACTION SETTLEMENTS | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN W BARTMAN | |||||||
| 1 | 11777 SAN VICENTE BLVD STE 600 | LOS ANGELES | CA | 90049 | $14,021 | Yes (X) | |
| DAVID A BARTMAN | |||||||
| 2 | 11777 SAN VICENTE BLVD STE 600 | LOS ANGELES | CA | 90049 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300 SHARES QUALCOMM | NoncashPropertyDesc |
| Fair Market Value | $14,021 | FairMarketValueAmt |
| Received | 2015-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,859 | Amt |
| Net Investment Income | $2,429 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,430 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,250 SHS HSBC HOLDINGS | $0 | $0 |
| 1,000 SHS INT'L BUSINESS MACHINES | $26,136 | $137,620 |
| 2,000 SHS WALMART | $24,195 | $122,600 |
| 10,000 SHS WOLVERINE WORLD WIDE INC | $44,657 | $167,100 |
| 8,000 SHS MCGRATH RENTCORP. | $134,671 | $201,520 |
| 2,000 SHS TUPPERWARE | $46,167 | $111,300 |
| 6,500 SHS REALTY INCOME CORP | $166,272 | $335,595 |
| 3,000 SHS CVS CAREMARK CORP | $110,642 | $293,310 |
| 5,000 SHS AT&T INC | $122,464 | $172,050 |
| 2,000 SHS ROYAL DUTCH SHELL PLC | $147,386 | $92,080 |
| 2,500 SHS ABBOTT LABORATORIES | $62,962 | $112,275 |
| 6,375 SHS PEMBINA PIPELINE CORP-MERGER | $0 | $0 |
| 10,000 SHS GENERAL MOTORS | $333,704 | $340,100 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12,000 SHS ENTERPRISE PRODUCTS PARTNERS LP | AT COST | $5,462 | $306,960 |
| 2,500 SHS BUCKEYE PARTNERS LP | AT COST | $42,534 | $164,900 |
| 4,000 SHS AMERIGAS PARTNERS LP | AT COST | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR CORRECTION FOR MISCLASSIFICATION OF NON-TAXABLE DISTRIBUTIONS | Desc |
| Amt | $3,535 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | $12,695 | $12,695 | $12,695 |
| AMERIGAS PARTNERS LP | $5,346 | $5,346 | $5,346 |
| BUCKEYE PARTNERS LP | $2,455 | $2,455 | $2,455 |
| FLEMING CO-CLASS ACTION SETTLEMENTS | $85 | $85 | $85 |
| BANK OF AMERICA - LITIGATION SETTLEMENT | $3,190 | $3,190 | $3,190 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT | CategoryTxt |
| Amt | $45,711 | Amt |
| Net Investment Income | $45,711 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOHN BARTMAN | |||
| 11777 SAN VICENTE BLVD SUITE 600 | LOS ANGELES | CA | 90049 |
| DAVID BARTMAN | |||
| 11777 SAN VICENTE BLVD SUITE 600 | LOS ANGELES | CA | 90049 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,343 | $1,343 | $0 |
| STATE TAXES | $10 | $10 | $0 |
| STATE FILING FEES | $75 | $75 | $0 |
| FEDERAL TAX | $11,254 | $0 | $0 |
Comments