BARTH FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BARTH FAMILY FOUNDATION (EIN 91-2171985)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-30
- IRS object ID
- 201213049349100301
- Schema version
- 2011v1.3
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-30T08:56:48-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLOGG & ANDELSON ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD STREET SUITE 900 | AddressLine1 |
| City | WOODLAND HILLS | City |
| State | CA | State |
| ZIP Code | 91367 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912171985 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROBERT BARTH | InCareOfName |
| Name Control | BART | NameControl |
| Phone | 3102786602 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 N CAMDEN DR 1070 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BARTH | Name |
| Title | OFFICER | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM WALL CPA | Name |
| Phone | 8189715100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3164764 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 194405 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 194405 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 14352 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 14352 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 208757 | TotalRevenueAndExpenses |
| Total Net Investment Income | 208757 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 120 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 20 | TravConfMeetingRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 140 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 588900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 588900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 589040 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 588900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -380283 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 208757 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 222771 | CashBOY |
| Cash EOY | 266429 | CashEOY |
| Cash EOYFMV | 266429 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 334711 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 252585 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 252585 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 2064937 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 2070000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 2064937 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 2064937 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 617565 | InvestmentsOtherBOY |
| Investments Other EOY | 580813 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 580813 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3245047 | TotalAssetsBOY |
| Total Assets EOY | 3164764 | TotalAssetsEOY |
| Total Assets EOYFMV | 3164764 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3245047 | RetainedEarningsBOY |
| Retained Earnings EOY | 3164764 | RetainedEarningsEOY |
| Total Net Assets BOY | 3245047 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3164764 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3245047 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3164764 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3245047 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -380283 | ExcessOfRevenueOverExpenses |
| Other Increases | 300000 | OtherIncreases |
| Subtotal | 3164764 | Subtotal |
| Total Net Assets Fund Balances EOY | 3164764 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 297452 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3218646 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092415 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 409000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3250155 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.12584 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 232075 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3119313 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.074399 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 230000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2980219 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.077176 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 357836 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2865234 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.124889 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.494719 | TotalDistributionRatio |
| Average Distribution Ratio | 0.098944 | AverageDistributionRatio |
| Net Noncharitable Assets | 3136238 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 310312 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2088 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 312400 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 588900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2088 | InvestmentIncomeExciseTax |
| Subtotal | 2088 | Subtotal |
| Tax Based On Investment Income | 2088 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 52 | PenaltyForUnderpayment |
| Tax Due | 2140 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BARTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3102785333 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 N CAMDEN DR SUITE 1070 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ROBERT BARTH | ||||||
| 29 PORTUGUESE BEND ROAD | ROLLING HILLS | CA | 90274 | PRESIDENT | 1.0 | 0 |
| SUZANNE BARTH | ||||||
| 29 PORTUGUESE BEND ROAD | ROLLING HILLS | CA | 90274 | SECRETARY | 1.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 538248 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2645750 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3183998 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3183998 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 47760 | CashDeemedCharitable |
| Net Noncharitable Assets | 3136238 | NetNoncharitableAssets |
| Minimum Investment Return | 156812 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 156812 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2088 | TaxBasedOnInvestmentIncome |
| Total Tax | 2088 | TotalTax |
| Distributable Amount Before Adj | 154724 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 154724 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 154724 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 588900 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 588900 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2088 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 586812 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 154724 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 218902 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 83320 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 232075 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 248465 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 141616 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 924378 | TotalExcessDistriCarryover |
| Qualifying Distributions | 588900 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 154724 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 434176 | RemainingDistriFromCorpus |
| Total Corpus | 1358554 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 218902 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1139652 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 83320 | ExcessFromYear4 |
| Excess From Year3 | 232075 | ExcessFromYear3 |
| Excess From Year2 | 248465 | ExcessFromYear2 |
| Excess From Year1 | 141616 | ExcessFromYear1 |
| Excess From Current Year | 434176 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ORANGEWOOD CHILDRENS FOUNDATION | ||||||
| 1575 E 17TH ST | SANTA ANA | CA | 927058506 | GENERAL SUPPORT | $90,000 | |
| CEDARS - SINAI | ||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | GENERAL SUPPORT | $300,000 | |
| MUSICARES | ||||||
| 433 N CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | GENERAL SUPPORT | $33,400 | |
| PRETEND CITY FOUNDATION | ||||||
| 433 N CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | GENERAL SUPPORT | $1,000 | |
| NATIONAL RESOURCE | ||||||
| 433 N CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | GENERAL SUPPORT | $25,000 | |
| BUILDING BLOCKS FOUNDATION | ||||||
| 433 N CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | GENERAL SUPPORT | $500 | |
| OPERATION SMILE | ||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | GENERAL SUPPORT | $2,500 | |
| FASTER CURES | ||||||
| THE CENTER FOR ACCELERATING MEDICAL | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $50,000 | 1101 NEW YORK AVENUE NW SUITE 620 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | GENERAL SUPPORT | $75,000 | |
| JOHN WAYNE CANCER FOUNDATION | ||||||
| POBOX 1779 | NEWPORT BEACH | CA | 92659 | GENERAL SUPPORT | $2,500 | |
| EVE BRANSON FOUNDATION | ||||||
| 433 N CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | GENERAL SUPPORT | $4,000 | |
| ROCK THE KASBAH | ||||||
| 433 N CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | GENERAL SUPPORT | $4,000 | |
| MOVEMBER | ||||||
| POBOX 2726 | VENICE | CA | 902942726 | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 588900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $194,405 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Int From Sec Part VII | DividendsAndIntFromSecPartVII | |
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,352 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $208,757 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 208757 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| CTP77 NATIONAL INVESTORS, LLC | 113833 | 113833 |
| GUGGENHEIM | 466980 | 466980 |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CTP77 NATIONAL INVESTORS, LLC | Description |
| Revenue And Expenses Per Books | 14352 | RevenueAndExpensesPerBooks |
| Net Investment Income | 14352 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL CONTRIBUTIONS | Description |
| Amount | $300,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES AND PERMITS | Category |
| Amount | $120 | Amount |
Comments