2026-02-14T13:58:03-06:00 2025-03-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990PF 2024-04-01 956111572 GARFIELD FAMILY FOUNDATION GARF 8582734431 4238 BALBOA AVENUE SAN DIEGO CA 92117 MELISSA GARFIELD BARTELL PRESIDENT 8582734431 2026-02-09 1 1 DALE SNEAD CPA P00367663 8584551200 2026-02-09 2024 2025-03-06 01:10:19Z X 140514 X X 23597 23597 5020 34454 5020 923 0 29540 28617 0 0 0 41348 0 41348 5000 0 5000 1450 0 50 3236 3236 0 51034 3236 46398 0 0 51034 3236 46398 -21494 25381 83340 15856 15856 1371869 0 0 49490 0 0 677085 124658 124658 2181784 140514 140514 0 0 X 3107046 3107046 0 0 -925262 -2966532 2181784 140514 2181784 140514 2181784 -21494 0 2160290 2019776 140514 PUBLICLY TRADED SECURITIES P 29434 29434 0 0 CAPITAL GAINS DIVIDENDS P 5020 5020 5020 5020 353 0 353 0 353 1015 0 3000 0 4015 0 3662 0 3662 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MICHAEL BARTELL 8582734431 4238 BALBOA AVENUE SAN DIEGO CA 92117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MELISSA GARFIELD BARTELL 4238 BALBOA AVE SAN DIEGO CA 92117 PRESIDENT 1.00 0 0 0 MICHAEL BARTELL 4238 BALBOA AVE SAN DIEGO CA 92117 VICE PRESIDENT 1.00 0 0 0 ELIZABETH GARFIELD 4238 BALBOA AVE SAN DIEGO CA 92117 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 1344211 38239 0 1382450 0 0 1382450 20737 1361713 68086 68086 353 353 67733 0 67733 0 67733 46398 0 46398 67733 0 0 21335 21335 46398 0 0 0 46398 0 21335 21335 0 0 0 0 0 0 0 0 0 X 0 0 14 23597 14 5020 FEDERAL EXCISE TAX REFUND 01 923 0 29540 0 29540 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5000 0 5000 THE GARFIELD BARTELL FAMILY FOUNDATION 4238 BALBOA AVENUE SAN DIEGO CA 92117 2024-07-01 1009888 IRC SECTION 507(B)(2) TRANSFERS OF SUBSTANTIALLY ALL OF THE GARFIELD FAMILY FOUNDATION'S ASSETS SUBJECT TO TREASURY REGULATIONS SECTION 1.507-3(A)(9), WHEREBY THE GARFIELD FAMILY FOUNDATION TRANSFERRED CASH AND MARKETABLE SECURITIES TO THIS PRIVATE FOUNDATION AS PART OF THE GARFIELD FAMILY FOUNDATION'S PLAN TO LEGALLY DISSOLVE DURING THE 2025 TAX YEAR AND TO BE REPLACED BY TWO NEWLY FORMED FOUNDATIONS. THE GARFIELD FAMILY FOUNDATION HELDBACK ONLY A PORTION OF ITS TOTAL ASSETS AS PART OF THIS TRANSFER, WITH THE INTENT TO USE THOSE ASSETS TO SATISFY ANY REMAINING LIABILITIES OF THE FOUNDATION IN PURSUIT OF THE WINDING UP OF ITS OWN FINANCIAL AFFAIRS. EXPENDITURE RESPONSIBILITY IS BEING EXERCISED IN CONNECTION WITH THIS IRC SECTION 507(B)(2) TRANSFER IN THE FOUNDATION'S EFFORT TO BE WHOLLY COMPLIANT WITH ALL REGULATIONS AS PART OF THIS MATTER. 102310 N/A 03/31/25 2025-03-31 N/A THE GARFIELD-KNOX FOUNDATION 153 S VAN NESS AVENUE LOS ANGELES CA 90004 2024-07-01 1009888 IRC SECTION 507(B)(2) TRANSFERS OF SUBSTANTIALLY ALL OF THE GARFIELD FAMILY FOUNDATION'S ASSETS SUBJECT TO TREASURY REGULATIONS SECTION 1.507-3(A)(9), WHEREBY THE GARFIELD FAMILY FOUNDATION TRANSFERRED CASH AND MARKETABLE SECURITIES TO THIS PRIVATE FOUNDATION AS PART OF THE GARFIELD FAMILY FOUNDATION'S PLAN TO LEGALLY DISSOLVE DURING THE 2025 TAX YEAR AND TO BE REPLACED BY TWO NEWLY FORMED FOUNDATIONS. THE GARFIELD FAMILY FOUNDATION HELDBACK ONLY A PORTION OF ITS TOTAL ASSETS AS PART OF THIS TRANSFER, WITH THE INTENT TO USE THOSE ASSETS TO SATISFY ANY REMAINING LIABILITIES OF THE FOUNDATION IN PURSUIT OF THE WINDING UP OF ITS OWN FINANCIAL AFFAIRS. EXPENDITURE RESPONSIBILITY IS BEING EXERCISED IN CONNECTION WITH THIS IRC SECTION 507(B)(2) TRANSFER IN THE FOUNDATION'S EFFORT TO BE WHOLLY COMPLIANT WITH ALL REGULATIONS AS PART OF THIS MATTER. 52850 N/A 12/31/24 2024-12-31 N/A MUTUAL FUNDS AT COST 124658 124658 LEGAL FEES 41348 0 41348 NET ASSETS TRANSFERRED TO THE GARFIELD BARTELL FAMILY FOUNDATION 1009888 NET ASSETS TRANSFERRED TO THE GARFIELD-KNOX FOUNDATION 1009888 INVESTMENT FEES 3236 3236 0 FEDERAL EXCISE TAX REFUND 923 923 IRC SECTION 4940 EXCISE TAX - 1.39% 1400 0 0 LICENSES 50 0 50