BARTH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARTH FAMILY FOUNDATION (EIN 91-2171985)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-21
- IRS object ID
- 201532339349100508
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-21T15:23:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274569243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLOGG & ANDELSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD ST STE 900 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 DRIVE 1070 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BARTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102786602 | PhoneNum |
| Signature | 2015-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM WALL CPA | PreparerPersonNm |
| PTIN | P00409419 | PTIN |
| Phone | 8189715100 | PhoneNum |
| Preparation | 2015-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,512,100 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $179,850 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $179,850 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,959 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,959 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $398,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,809 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,256 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $487,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $367,807 | CashBOYAmt |
| Cash EOY | $437,304 | CashEOYAmt |
| Cash EOYFMV | $437,304 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $182,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,906 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,464,271 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,634,902 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,464,271 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,464,271 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,428,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,427,619 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,427,619 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,613,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,512,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,512,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,613,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,512,100 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,613,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,512,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,613,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,512,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,613,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,360 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,512,100 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,512,100 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $490,907 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,383,107 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.145105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $502,752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,130,202 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.160613 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $586,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,136,238 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.187107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $297,452 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,218,646 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $409,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,250,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.125840 | DistributionYr5Rt |
| Total Distribution | 0.711080 | TotalDistributionRt |
| Average Distribution | 0.142216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,425,101 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $487,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $489,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $487,833 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,976 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,976 | SubtotalAmt |
| Tax Based On Investment Income | $3,976 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $4,021 | TaxDueAmt |
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 |
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 PORTUGUESE BEND ROAD | ROLLING HILLS | CA | 90274 | PRESDENT | 1.00 | $0 | $0 | $0 |
| SUZANNE BARTH | ||||||||
| 29 PORTUGUESE BEND ROAD | ROLLING HILLS | CA | 90274 | SECRETARY | 1.00 | $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 | $585,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,891,890 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,477,260 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,477,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,425,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,976 | TotalTaxAmt |
| Distributable Before Adj | $167,279 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $167,279 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $167,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $487,833 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $487,833 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $487,833 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,279 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $248,465 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $141,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $434,176 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $350,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $325,870 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,500,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $487,833 | QualifyingDistributionsAmt |
| Applied To Current Year | $167,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $320,554 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,821,087 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $248,465 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,572,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $141,616 | ExcessFromYear4Amt |
| Excess From Year3 | $434,176 | ExcessFromYear3Amt |
| Excess From Year2 | $350,406 | ExcessFromYear2Amt |
| Excess From Year1 | $325,870 | ExcessFromYear1Amt |
| Excess From Current Year | $320,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ORANGEWOOD CHILDREN'S FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | CHARITABLE | $56,000 | ||
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | CHARITABLE | $150,000 | ||
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | CHARITABLE | $25,000 | ||
| LA BALLET | |||||||
| 11755 EXPOSITION BLVD | LOS ANGELES | CA | 90064 | CHARITABLE | $75,000 | ||
| AMERICAN BALLET THEATRE | |||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | CHARITABLE | $12,500 | ||
| UNIVERSITY KIDNEY RESEARCH | |||||||
| 11111 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | CHARITABLE | $3,000 | ORGANIZATION | SUITE 1750 |
| CHASE FOUNDATION | |||||||
| 23920 LINDEN TERRACE | CALABASAS | CA | 91302 | CHARITABLE | $7,500 | ||
| THE FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | CHARITABLE | $10,000 | SUITE 600 | |
| TYLER ROBINSON FOUNDATION | |||||||
| 222 S MAIN FIFTH FLOOR | SALT LAKE CITY | UT | 84101 | CHARITABLE | $25,000 | ||
| TEMPLE OF THE ARTS | |||||||
| 8444 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | CHARITABLE | $3,000 | ||
| MUSICARES FOUNDATION | |||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | CHARITABLE | $33,333 | ||
| STOP CANCER | |||||||
| 2566 OVERLAND AVE | LOS ANGELES | CA | 90064 | CHARITABLE | $50,000 | SUITE 790 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE | WASHINGTON | DC | 20036 | CHARITABLE | $12,500 | SUITE 300 | |
| USC MARSHALL SCHOOL | |||||||
| 3670 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | CHARITABLE | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,833 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,850 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $18,959 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $198,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,809 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT BARTH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 N CAMDEN ST STE 1070 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CTP77 NATIONAL INVESTORS, LLC | $109,560 | $109,560 |
| GUGGENHEIM | $1,018,059 | $1,018,059 |
| CROSSWIND VENTURE | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTP77 NATIONAL INVESTORS, LLC | Desc |
| Revenue And Expenses Per Books | $18,959 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,959 | NetInvestmentIncomeAmt |
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 | LOAN RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,464,271 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $10,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAXES: STATE CORP/PARTNERSHIP | $2,236 |
| LICENSES & PERMITS | $20 |
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