Civic Intelligence

Bartz Marr Family Foundation

EIN 45-4056156 • Los Angeles, CA

11100 Santa Monica Blvd 600Los Angeles, CA 90025
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

329%

Faster revenue growth than 95% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,073,441

Up $1,345,649 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,073,441

Up $1,345,649 (+13%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$1,998,817

Up $1,532,383 (+329%) from 2023

Expenses

Down

$653,168

Down $578,385 (-47%) from 2023

Net Income

Up

$1,345,649

Up $2,110,768 (+276%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2013: $12,062,703Liabilities 2013: $02013Assets 2014: $12,343,617Liabilities 2014: $0Net Assets 2014: $12,343,6172014Assets 2015: $12,267,018Liabilities 2015: $0Net Assets 2015: $12,267,0182015Assets 2016: $12,048,574Liabilities 2016: $0Net Assets 2016: $12,048,5742016Assets 2017: $12,757,397Liabilities 2017: $0Net Assets 2017: $12,757,3972017Assets 2019: $12,110,864Liabilities 2019: $0Net Assets 2019: $12,110,8642019Assets 2020: $12,317,382Liabilities 2020: $0Net Assets 2020: $12,317,3822020Assets 2021: $12,789,153Liabilities 2021: $0Net Assets 2021: $12,789,1532021Assets 2022: $10,732,130Liabilities 2022: $0Net Assets 2022: $10,732,1302022Assets 2023: $10,727,792Liabilities 2023: $0Net Assets 2023: $10,727,7922023Assets 2024: $12,073,441Liabilities 2024: $0Net Assets 2024: $12,073,4412024

Highlighted filing

2024

Assets$12,073,441
Liabilities$0
Net Assets$12,073,441
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2013: $303,845Expenses 2013: $241,675Net Income 2013: $62,1702013Revenue 2014: $894,644Expenses 2014: $613,730Net Income 2014: $280,9142014Revenue 2015: $678,669Expenses 2015: $755,268Net Income 2015: -$76,5992015Revenue 2016: $240,694Expenses 2016: $720,468Net Income 2016: -$479,7742016Revenue 2017: $643,865Expenses 2017: $597,179Net Income 2017: $46,6862017Revenue 2019: $441,310Expenses 2019: $570,139Net Income 2019: -$128,8292019Revenue 2020: $373,667Expenses 2020: $676,327Net Income 2020: -$302,6602020Revenue 2021: $592,895Expenses 2021: $607,838Net Income 2021: -$14,9432021Revenue 2022: $270,217Expenses 2022: $680,378Net Income 2022: -$410,1612022Revenue 2023: $466,434Expenses 2023: $1,231,553Net Income 2023: -$765,1192023Revenue 2024: $1,998,817Expenses 2024: $653,168Net Income 2024: $1,345,6492024

Highlighted filing

2024

Revenue$1,998,817
Expenses$653,168
Net Income$1,345,649
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,073,441
Liabilities
$0
Net assets
$12,073,441
Revenue
$1,998,817
Expenses
$653,168
Net income
$1,345,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$2.00$0.65$1.35
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.47$1.23$0.77
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.27$0.68$0.41
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.59$0.61$0.01
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.37$0.68$0.30
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.44$0.57$0.13
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.64$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.24$0.72$0.48
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.68$0.76$0.08
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.89$0.61$0.28
2013Summary only. Only limited summary data is available for this year.$12.1$0.00$0.30$0.24$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL A BARTZPresident-$0--
BILL MARRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bartz Marr Family Foundation
EIN
45-4056156
In Care Of
% CLAY STEVENS
Phone
3108064096
Address
11100 Santa Monica Blvd 600, Los Angeles, CA 90025

Signing Officer

Name
Carol Bartz
Title
President
Phone
6504505400
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group LP
Address
3 Lagoon Drive Ste 400, Redwood CIty, CA 94065
Preparer
Michael S Goldstein
Phone
6503654646
Raw XML Appendix332 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt010690
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05345
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02409537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12986470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22656592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3300226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4300257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51081191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6481050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7481005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8271121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9600684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11415019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02409537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12986470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22656592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3300226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4300257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51081191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6481050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7481005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8271121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9600684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11415019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0230,357 SH ASPIRIANT DEFENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1193,174 SH ASPIRIANT RISK E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2318,919 SH ASPIRIANT RISK T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312,896 SH DFA EMER CORE MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm410,039 SH DFA EMER VALUE MK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm570,116 SH DFA INTL CORE E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621,936 SH DFA INTL SMALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75,195 SH ISHARES CORE US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87,487 SH VANGUARD DIV GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93,031 SH VANGUARD SML CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108,985 SH FIDELITY TTL BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11705 SH ISHARES CORE S&P 500
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0410497
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0383532
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0794029
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0794029
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05345
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05345
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010690
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01469901
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0610000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0610000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01204788
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0410497
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0410497
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01345649
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03673117
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0383532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01848575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020847
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05631
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0615345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0653168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01880398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01998817
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05345
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031823
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02164250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0113932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1188041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21167928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0113932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1188041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21167928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02278182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1188041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21206894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01469901
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01345649
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012073441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010727792
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012073441
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0512203
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0512203
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0512203
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0537898
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025695
IRS990PF/DistributableAmountGrp/TotalTaxAmt025695
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07844
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025695
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025695
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025695
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07844
IRS990PF/FMVAssetsEOYAmt012073441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010379760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011983152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011983152
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010727792
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt012073441
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0348032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt090289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt090289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010727792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012073441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012073441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010727792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012073441
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010727792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012073441
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010921778
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0109668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010812110
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163827
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0537898
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010757951
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010921778
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAROL A BARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BILL MARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011100 Santa Monica Blvd 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111100 Santa Monica Blvd 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190025
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0615345
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0615345
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD SUITE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLAY STEVENS
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108064096
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CAROL A BARTZ BILL MARR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1600000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KUKIO HOOMANA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Michael J Fox FDN for Parkinson's Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ATHERTON POLICE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1GRAND CENTRAL STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2232 PARK LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KAILUA KONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PO BOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0610000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0512203
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0512203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0138307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0241449
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0103142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0138307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0615345
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0103142
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0241449
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138307
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Carol A Bartz
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011100 Santa Monica Blvd Ste 600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Los Angeles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01204788
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01204788
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc08,750 SH NVIDA Corporation Stock HIGH 140.17; LOW 135.21; AVE 137.69
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020847
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020847
TaxesSchedule/TaxesDetail/Amt06000
TaxesSchedule/TaxesDetail/Amt15631
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05631
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL BARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06504505400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTZ MARR FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PRIMIANI STEVENS CRUZ & PUNIM PC
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0454056156
ReturnHeader/Filer/InCareOfNm0% CLAY STEVENS
ReturnHeader/Filer/PhoneNum03108064096
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 Santa Monica Blvd 600
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Advisory Group LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Lagoon Drive Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redwood CIty
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094065
ReturnHeader/PreparerPersonGrp/PhoneNum06503654646
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S GOLDSTEIN
ReturnHeader/ReturnTs02025-05-13T12:22:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.