BARTH FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BARTH FAMILY FOUNDATION (EIN 91-2171985)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-16
IRS object ID
201342289349100009
Schema version
2012v2.1
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)
Timestamp2013-08-16T14:41:18-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLOGG & ANDELSON ACCOUNTANCY CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line121700 OXNARD BLVD STE 900AddressLine1
CityWOODLAND HILLSCity
StateCAState
ZIP Code91367ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN912171985EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BARTH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBARTNameControl
Phone3102786602Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1433 N CAMDEN DRIVE 1070AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT BARTHName
TitlePRESIDENTTitle
Phone3102786602Phone
Date Signed2013-08-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM WALL CPAName
Phone8189715100Phone
Date Prepared2013-08-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3014793FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss192469InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm192469InterestOnSavingsNetInvstIncm
Other Income Rev And Expnss15723OtherIncomeRevAndExpnss
Other Income Net Invst Incm15723OtherIncomeNetInvstIncm
Total Revenue And Expenses208192TotalRevenueAndExpenses
Total Net Investment Income208192TotalNetInvestmentIncome
Taxes Rev And Expnss3329TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss3329TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss504834ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps504834ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss508163TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps504834TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-299971ExcessOfRevenueOverExpenses
Net Investment Income208192NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY266429CashBOY
Cash EOY34885CashEOY
Cash EOYFMV34885CashEOYFMV
Savings And Temp Cash Invst BOY252585SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY157977SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV157977SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable2243479OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY2064937OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY2243479OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV2243479OtherNotesAndLoansRcvblEOYFMV
Investments Other BOY580813InvestmentsOtherBOY
Investments Other EOY578452InvestmentsOtherEOY
Investments Other EOYFMV578452InvestmentsOtherEOYFMV
Total Assets BOY3164764TotalAssetsBOY
Total Assets EOY3014793TotalAssetsEOY
Total Assets EOYFMV3014793TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY3164764RetainedEarningsBOY
Retained Earnings EOY3014793RetainedEarningsEOY
Total Net Assets BOY3164764TotalNetAssetsBOY
Total Net Assets EOY3014793TotalNetAssetsEOY
Total Liabilities Net Assets BOY3164764TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3014793TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3164764TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-299971ExcessOfRevenueOverExpenses
Other Increases150000OtherIncreases
Subtotal3014793Subtotal
Total Net Assets Fund Balances EOY3014793TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1586812QualifyingDistributionsYear1
Noncharitable Assets Year13136238NoncharitableAssetsYear1
Distribution Ratio Year10.187107DistributionRatioYear1
Qualifying Distributions Year2297452QualifyingDistributionsYear2
Noncharitable Assets Year23218646NoncharitableAssetsYear2
Distribution Ratio Year20.092415DistributionRatioYear2
Qualifying Distributions Year3409000QualifyingDistributionsYear3
Noncharitable Assets Year33250155NoncharitableAssetsYear3
Distribution Ratio Year30.125840DistributionRatioYear3
Qualifying Distributions Year4232075QualifyingDistributionsYear4
Noncharitable Assets Year43119313NoncharitableAssetsYear4
Distribution Ratio Year40.074399DistributionRatioYear4
Qualifying Distributions Year5230000QualifyingDistributionsYear5
Noncharitable Assets Year52980219NoncharitableAssetsYear5
Distribution Ratio Year50.077176DistributionRatioYear5
Total Distribution Ratio0.556937TotalDistributionRatio
Average Distribution Ratio0.111387AverageDistributionRatio
Net Noncharitable Assets3130202NetNoncharitableAssets
Adjusted Noncharitable Assets348664AdjustedNoncharitableAssets
One Percent Net Investment Income2082OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One350746AdjNonchrtblAssetsAndOnePct
Qualifying Distributions504834QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2082InvestmentIncomeExciseTax
Subtotal2082Subtotal
Tax Based On Investment Income2082TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment15PenaltyForUnderpayment
Tax Due2097TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT BARTHBooksInCareOfPersonName
Books In Care Of Phone Number3102785333BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1433 N CAMDEN DR STE 1070AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT BARTH
29 PORTUGUESE BEND ROADROLLING HILLSCA90274PRESDENT1.00000
SUZANNE BARTH
29 PORTUGUESE BEND ROADROLLING HILLSCA90274SECRETARY1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances355938AvgMonthlyCashBalances
FMV All Other Noncharitable Assets2821932FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3177870TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets3177870AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable47668CashDeemedCharitable
Net Noncharitable Assets3130202NetNoncharitableAssets
Minimum Investment Return156510MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return156510MinimumInvestmentReturn
Tax Based On Investment Income2082TaxBasedOnInvestmentIncome
Total Tax2082TotalTax
Distributable Amount Before Adj154428DistributableAmountBeforeAdj
Distributable Amount Before Ded154428DistributableAmountBeforeDed
Distributable Amount As Adjusted154428DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions504834ExpensesAndContributions
Qualifying Distributions504834QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2082OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions502752AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted154428DistributableAmountAsAdjusted
Prior Year12008PriorYear1
Prior Year22009PriorYear2
Prior Year32010PriorYear3
Excess Distri Carryover Year583320ExcessDistriCarryoverYear5
Excess Distri Carryover Year4232075ExcessDistriCarryoverYear4
Excess Distri Carryover Year3248465ExcessDistriCarryoverYear3
Excess Distri Carryover Year2141616ExcessDistriCarryoverYear2
Excess Distri Carryover Year1434176ExcessDistriCarryoverYear1
Total Excess Distri Carryover1139652TotalExcessDistriCarryover
Qualifying Distributions504834QualifyingDistributions
Applied To Current Year154428AppliedToCurrentYear
Remaining Distri From Corpus350406RemainingDistriFromCorpus
Total Corpus1490058TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year583320ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1406738ExcessDistriCyovToNextYear
Excess From Year4232075ExcessFromYear4
Excess From Year3248465ExcessFromYear3
Excess From Year2141616ExcessFromYear2
Excess From Year1434176ExcessFromYear1
Excess From Current Year350406ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountBusiness Name Line2RecipientBusinessName/BusinessNameLine2Address Line2RecipientUSAddress/AddressLine2
TOBERMAN NEIGHBORHOOD CENTER
131 N GRAND AVESAN PEDROCA90731CHARITABLE$15,000
THE CYSTINOSIS FOUNDATION
58 MIRAMONTE DRIVEMORAGACA94556CHARITABLE$25,000
UNITED FRIENDS OF CHILDREN
1055 WILSHIRE BLVDLOS ANGELESCA90017CHARITABLE$10,000
SAFETY HARBOR KIDS
23838 PCH SUITE 14MALIBUCA90265CHARITABLE$5,000
THE STARKEY HEARING FOUNDATION
9440 SSANTA MONICA BLVDBEVERLY HILLSCA90210CHARITABLE$10,000
MUSICARES FOUNDATION
3030 OLYMPIC BLVDSANTA MONICACA90404CHARITABLE$33,334
WAVES FOR WATER INC
527 SAN VICENTE BLVD 210SANTA MONICACA90402CHARITABLE$5,000
FASTER CURES
1101 NEW YORK AVENUEWASINGTONDC20005CHARITABLE$100,000A CENTER OF THE MILKEN INSTITUTENW SUITE 620
CEDARS-SINAI
8700 BEVERLY BLVDLOS ANGELESCA90048CHARITABLE$300,000
MOVEMBER
PO BOX 2726VENICECA902942726CHARITABLE$1,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year504834TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$192,469ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code16ExclusionCode
Exclusion$15,723ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$208,192ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA208192TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

ROBERT BARTH
SUZANNE BARTH

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemBook ValueBookValueEOYFMVEOYFMV
CTP77 NATIONAL INVESTORS, LLC111472111472
GUGGENHEIM466980466980

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionCTP77 NATIONAL INVESTORS, LLCDescription
Revenue And Expenses Per Books15723RevenueAndExpensesPerBooks
Net Investment Income15723NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionCAPITAL CONTRIBUTIONDescription
Amount$150,000Amount

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

FieldValueIRS element (for citing)
Business Name Line1LOAN RECEIVABLEBusinessNameLine1
FieldValueIRS element (for citing)
Balance Due2243479BalanceDue

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategory
Amount$3,329Amount

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