2024-07-12T18:01:50-05:00 2023-12-31 814234542 BPM LLP 1723 CLOVERFIELD BOULEVARD SANTA MONICA CA 904044007 990PF 2023-01-01 237005283 BARTMAN FOUNDATION BART 3108268737 11777 SAN VICENTE BOULEVARD 600 LOS ANGELES CA 90049 JOHN W BARTMAN TRUSTEE 3108268737 2024-07-12 1 JOHN BARTMAN XXX-XX-XXXX 0 DAVID THAW P00179919 3108289798 2024-07-12 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6812440 X 67620 225229 225229 364081 1651855 382654 60750 60750 717680 668633 0 0 0 6219 3110 3109 48938 48938 0 26250 2530 0 7653 7653 0 89060 62231 3109 496100 496100 585160 62231 499209 132520 606402 148701 112280 112279 4777876 4264686 6700161 31857 691078 0 4958434 5068044 6812440 75628 75340 75628 75340 X 0 0 0 0 4882806 4992704 4882806 4992704 4958434 5068044 4882806 132520 0 5015326 22622 4992704 310 SHARES INTERCONTINENTAL D 2017-01-03 2023-12-05 36620 18047 18573 18573 16000 SHARES SAN JUAN BASIN ROYALTY TRUST P 2022-04-07 2023-01-26 173182 140660 32522 32522 2500 SHARES BLACKSTONE INC P 2020-05-12 2023-12-04 281482 126836 154646 154646 100 SHARES BROADCOM INC P 2020-03-19 2023-12-04 91166 19771 71395 71395 2000 CHENIERE ENERGY INC P 2022-02-28 2023-03-21 297021 267699 29322 29322 3000 SHARES CISCO SYSTEM INC P 2020-03-19 2023-12-04 142886 116693 26193 26193 1000 SHARES CISCO SYSTEM INC P 2020-05-12 2023-12-04 47629 44517 3112 3112 3000 SHARES CVS HEALTH CORPORATION P 2009-09-15 2023-12-04 204946 110642 94304 94304 1000 SHARES DIGITAL REALTY TRUST INC P 2020-05-12 2023-03-21 96194 136521 -40327 -40327 1500 DUKE ENERGY CORPORATION P 2020-03-19 2023-12-04 137360 113649 23711 23711 1500 SHARES WALT DISNEY COMPANY INC P 2018-11-28 2023-03-21 143369 174166 -30797 -30797 382654 8429 0 8429 0 8429 8080 0 5000 0 13080 X 0 4651 4651 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 1 0 0 1 N/A JOHN W BARTMAN 3108268737 11777 SAN VICENTE BLVD 600 LOS ANGELES CA 90049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN W BARTMAN 11777 SAN VICIENTE BLVD 600 LOS ANGELES CA 90049 TRUSTEE-AS REQUIRED 0.00 0 0 0 NONE 0 NONE 0 0 7272463 414645 0 7687108 0 0 7687108 115307 7571801 378590 378590 8429 5140 13569 365021 0 365021 0 365021 499209 0 499209 365021 0 0 87746 110809 164971 81077 115143 559746 499209 0 0 0 365021 134188 0 0 693934 0 0 0 0 0 0 87746 606188 110809 164971 81077 115143 134188 JOHN W BARTMAN X ALS ASSOCIATION 44203 LIGHTHOUSE LANE LOS ANGELES CA 93536 NONE PUBLIC CHARITY GENERAL 1000 ALZHEIMER'S ASSOCIATION 919 NORTH MICHIGAN AVENUE SUITE 1000 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL 2000 AMERICAN CANCER SOCIETY 250 WILLIAM STREET NW ATLANTA GA 30303 NONE PUBLIC CHARITY GENERAL 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PUBLIC CHARITY GENERAL 500 AMERICAN LUNG ASSOCIATION 3325 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PUBLIC CHARITY GENERAL 500 CEDARS-SINAI 8700 BEVERLY BOULEVARD STE 2416 LOS ANGELES CA 90048 NONE PUBLIC CHARITY GENERAL 1000 CHILDREN OF THE NIGHT 14530 SYLVAN STREET VAN NUYS CA 91401 NONE PUBLIC CHARITY GENERAL 5000 CHILDREN'S CANCER RESEARCH FUND 7301 OHMS LANE SUITE 355 MINNEAPOLIS MN 55439 NONE PUBLIC CHARITY GENERAL 500 CHILDRENS HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE PUBLIC CHARITY GENERAL 11000 CHRYSALIS 4432 CHICAGO AVENUE MINNEAPOLIS MN 55407 NONE PUBLIC CHARITY GENERAL 5000 CITY OF HOPE 208 WEST 8TH STREET LOS ANGELES CA 90014 NONE PUBLIC CHARITY GENERAL 6000 CONCERN FOUNDATION 9350 CIVIC CENTER DRIVE 104 BEVERLY HILLS CA 90210 NONE PUBLIC CHARITY GENERAL 20000 DESERT FOOTHILLS LAND TRUST P O BOX 4861 CAVE CREEK AZ 85327 NONE PUBLIC CHARITY GENERAL 1000 DISABLED AMERICAN VETERANS P O BOX 14301 CINCINNATI OH 45250 NONE PUBLIC CHARITY GENERAL 300 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL 12500 DOLORES MISSION CHURCH 171 S GLESS STREET LOS ANGELES CA 90033 NONE PUBLIC CHARITY GENERAL 5000 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 NONE PUBLIC CHARITY GENERAL 10500 FEEDING AMERICA 35 EAST WACKER DRIVE STE 2000 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL 11000 FRANCIS HAMBURGER INSTITUTE 221 BELOIT AVENUE LOS ANGELES CA 90049 NONE PUBLIC CHARITY GENERAL 5500 GARY SINISE FOUNDATION P O BOX 368 WOODLAND HILLS CA 91365 NONE PUBLIC CHARITY GENERAL 15000 GREAT DANE CHARITABLE TRUST 10362 E VAIL TRAP SPRING CT TUCSON AZ 85748 NONE PUBLIC CHARITY GENERAL 500 GUIDE DOGS FOR THE BLIND P O BOX 151200 SAN RAFAEL CA 94915 NONE PUBLIC CHARITY GENERAL 1000 HABITAT FOR HUMANITY 17700 S FIGUEROA STREET GARDENA CA 90248 NONE PUBLIC CHARITY GENERAL 6000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 20000 HOPE IN A SUITCASE 311 N ROBERTSON BLVD BEVERLY HILLS CA 90211 NONE PUBLIC CHARITY GENERAL 5000 JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES 6505 WILSHIRE BLVD STE 600 LOS ANGELES CA 90048 NONE PUBLIC CHARITY GENERAL 5000 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 NONE PUBLIC CHARITY GENERAL 8000 LAJ HEALTH 18855 VICTORY BLVD RESEDA CA 91335 NONE PUBLIC CHARITY GENERAL 3000 LANGE FOUNDATION 2178 ROSCOMARE ROAD LOS ANGELES CA 90077 NONE PUBLIC CHARITY GENERAL 1000 LIBRARY FOUNDATION OF LOS ANGELES 630 WEST 5TH AVENUE LOS ANGELES CA 90077 NONE PUBLIC CHARITY GENERAL 55000 LOS ANGELES FAMILY HOUSING CORP 7843 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91604 NONE PUBLIC CHARITY GENERAL 2000 MAKE A WISH FOUNDATION 1875 CENTURY PARK EAST 1460 LOS ANGELES CA 90060 NONE PUBLIC CHARITY GENERAL 1000 MARANATHA VILLA FOUNDATION 1445 N BOONVILLE AVENUE SPRINGFIELD MO 65802 NONE PUBLIC CHARITY GENERAL 5000 MARCH OF DIMES P O BOX 514419 LOS ANGELES CA 90051 NONE PUBLIC CHARITY GENERAL 500 MEALS ON WHEELS WEST 343 CHURCH LANE LOS ANGELES CA 90049 NONE PUBLIC CHARITY GENERAL 200 MERCY SHIPS P O BOX 1930 LINDALE TX 75771 NONE PUBLIC CHARITY GENERAL 5000 NATIONAL CHILDREN'S CANCER SOCIETY 500 NORTH BROADWAY SUITE 1850 ST LOUIS MO 63102 NONE PUBLIC CHARITY GENERAL 1000 NATIONAL FOUNDATION FOR CANCER RESEARCH 4600 EAST WEST HIGHWAY SUITE 525 BETHESDA MD 20814 NONE PUBLIC CHARITY GENERAL 1000 NATIONAL SEPT 11 MEMORIAL & MUSEUM 180 GREENWICH STREET NEW YORK NY 10007 NONE PUBLIC CHARITY GENERAL 1000 NO KID HUNGRY 1030 15TH STREET NW SUITE 1100W WASHINTON DC 20005 NONE PUBLIC CHARITY GENERAL 5000 OPERATION GRATITUDE 16444 REFUGIO ROAD ENCINO CA 91436 NONE PUBLIC CHARITY GENERAL 1000 OPERATION SAFE HOUSE 9685 HAYES STREET RIVERSIDE CA 92503 NONE PUBLIC CHARITY GENERAL 500 PARALYZED VETERANS OF AMERICA 801 EIGHTEENTH STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL 1500 POMONA COLLEGE 333 NORTH COLLEGE WAY CLAREMONT CA 91711 NONE PUBLIC CHARITY GENERAL 10000 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PUBLIC CHARITY GENERAL 25000 REMOTE AREA MEDICAL 2200 STOCK CREEK BLVD ROCKFORD TN 37853 NONE PUBLIC CHARITY GENERAL 20000 SAVE THE CHILDREN P O BOX 97132 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL 10000 SCGA FOUNDATION 3740 CAHUENGA BLVD NORTH HOLLYWOOD CA 91604 NONE PUBLIC CHARITY GENERAL 500 SEMPER FI FUND 825 COLLEGE BLVD SUITE 102 OCEANSIDE CA 92057 NONE PUBLIC CHARITY GENERAL 17000 SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 NONE PUBLIC CHARITY GENERAL 1000 SOLE BROTHERS 11734 WILSHIRE BLVD SUITE C111 LOS ANGELES CA 90025 NONE PUBLIC CHARITY GENERAL 5000 SPCA LA 5026 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PUBLIC CHARITY GENERAL 1000 SPECIAL OLYMPICS 1325 G STREET NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL 1000 SPONDYLITIS ASSOCIATION 14827 VENTURA BLVD 222 SHERMAN OAKS CA 91403 NONE PUBLIC CHARITY GENERAL 20000 ST JUDE CHILDRENS HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY GENERAL 11000 STANFORD BUCKCARDINAL CLUB P O BOX 20466 STANFORD CA 94309 NONE PUBLIC CHARITY GENERAL 500 THE BRIGID ALLIANCE P O BOX 58 NEW YORK NY 10024 NONE PUBLIC CHARITY GENERAL 20000 THE MIDNIGHT MISSION 601 S SAN PEDRO STREET LOS ANGELES CA 90014 NONE PUBLIC CHARITY GENERAL 1000 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL 20000 THE V FOUNDATION 106 TOWERVIEW COURT CARY NC 27513 NONE PUBLIC CHARITY GENERAL 25000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY GENERAL 25000 UC REGENTS 1111 BROADWAY OAKLAND CA 94607 NONE PUBLIC CHARITY GENERAL 10000 UCLA WOODEN FOUNDATION P O BOX 24044 LOS ANGELES CA 90024 NONE PUBLIC CHARITY GENERAL 9600 UNION RESCUE MISSION 545 S SAN PEDRO STREET LOS ANGELES CA 90013 NONE PUBLIC CHARITY GENERAL 1000 UNITED STATES HOLOCAUST MEMORIAL MUSEUM P O BOX 90988 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL 1000 USC SHOAH FOUNDATION 650 W 35TH ST STE114 LOS ANGELES CA 90089 NONE PUBLIC CHARITY GENERAL 5000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PUBLIC CHARITY GENERAL 10000 VISTA DEL MAR 3200 MOTOR AVENUE LOS ANGELES CA 90034 NONE PUBLIC CHARITY GENERAL 1000 WAGS & WALKS 2236 FEDERAL AVENUE LOS ANGELES CA 90064 NONE PUBLIC CHARITY GENERAL 2000 496100 0 14 225229 01 60750 18 364081 0 650060 0 650060 7 FLOW THRU INCOME FR INVESTMENT PRTNRSHPS A 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN W BARTMAN 11777 SAN VICENTE BLVD STE 600 LOS ANGELES CA 90049 36620 X 2 DAVID A BARTMAN 11777 SAN VICENTE BLVD STE 600 LOS ANGELES CA 90049 10000 X 3 MICHAEL T BARTMAN 11777 SAN VICENTE BLVD STE 600 LOS ANGELES CA 90049 21000 X 1 321 SHARES INTERCONTINENTAL 36620 2023-12-05 ACCOUNTING 6219 3110 3109 900 SHS AMGEN INC 154098 259218 1,350 SHS CHEVRON CORPORATION 150546 201366 3,400 SHS COCA COLA COMPANY 148439 200362 3,800 SHS DOMINION ENERGY INC 296710 178600 1,800 SHS EXXON MOBIL CORP 149984 179964 7,800 SHS KINDER MORGAN INC 124784 137592 2,325 SHS MERCK CO INC 143248 253472 2,200 SHS MICROSOFT CORP 150383 827288 1,800 SHS T ROWE PRICE GROUP INC 150433 193842 3,200 SHS INTEL CORP 151290 160800 1750 SHS VERIZON COMMUNICATIONS 98786 65975 1,600 SHS ABBVIE INC 118144 247952 500 SHS BROADCOM INC 98851 558125 800 SHS MCDONALD'S CORP 120297 237208 3,500 SHS US BANCORP 117481 151480 4000 SHS AT&T 117199 67120 2100 SHS RIO TINTO 172825 156366 2500 SHS TOTAL ENERGIES SE 123348 168450 3900 SHS PFIZER INC 143238 112281 1,900 SHS WALMART INC 149334 299535 1,300 SHS INTERNATIONAL BUSINESS MACHINES 66821 212615 2,300 SHS QUALCOMM INC 145610 332649 1,500 SHS UNITED PARCEL SERVICES 145470 235845 26,350 SHS HIGHLAND OPPORTUNITIES & INCOME FD 227089 202632 3,500 SHS US BANCORP 139285 151480 2,100 SHS RIO TINTO 146982 156366 3,969 SHS BHP GROUP LIMITED AMERICAN DEPOSITORY 246489 271122 1,800 SHS QUALCOMM INC 118245 260334 1,400 SHS UNITED PARCEL SERVICES 149277 220122 6,500 SHS ENERGY TRANSFER LP 31857 31857 513,218 SHS BASEPOINT INCOME SOLUTIONS EVERGREEN FUND LP 0 518387 10,791 SHS ENERGY TRANSFER LP 0 140834 PRIOR YEAR CORRECTION FOR MISCLASSIFICATION OF NON-TAXABLE DISTRIBUTIONS 22622 MISCELLANEOUS 7653 7653 0 ENTERPRISE PRODUCTS PARTNERS LP 24048 24048 24048 ENERGY TRANSFER LP -1938 -1938 -1938 BASEPOINT INCOME SOLUTIONS EVERGREEN FUND LP 38640 38640 38640 12,000 SHS ENTERPRISE PRODUCTS PARTNERS 75628 75340 PORTFOLIO MANAGEMENT 47438 47438 0 CUSTODIAN FEES 1500 1500 0 DAVID A BARTMAN 11777 SAN VICENTE BLVD SUITE 600 LOS ANGELES CA 90049 MICHAEL T BARTMAN 11777 SAN VICENTE BLVD SUITE 600 LOS ANGELES CA 90049 FOREIGN TAXES 1920 1920 0 STATE TAXES 510 510 0 STATE FILING FEES 100 100 0 FEDERAL TAX 23720 0 0