BRT CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BRT CHARITABLE FOUNDATION (EIN 84-2541048)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-09-30
IRS object ID: 202522739349101072
Schema version: 2024v5.2
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
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-09-30T16:42:16-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	946214841	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ARMANINO ADVISORY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2700 CAMINO RAMON STE 350	AddressLine1Txt
City	SAN RAMON	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945835004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	842541048	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRT CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRTC	BusinessNameControlTxt
Phone	6507437697	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	575 MARKET STREET 4TH FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANK VAN VEENENDAAL	PersonNm
Person Title	BOARD CHAIR	PersonTitleTxt
Phone	6507437697	PhoneNum
Signature	2025-09-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KATY BROWN	PreparerPersonNm
PTIN	P00650274	PTIN
Phone	9257902600	PhoneNum
Preparation	2025-09-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$36,242,153	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,000,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$1,033,433	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,033,433	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$158,856	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$11,669,184	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$269,871	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$880,725	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$342,034	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$7,073,014	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,645,338	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$208,681	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$85,370	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$104,341	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$14,745	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$6,032	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$7,373	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$2,080	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$780	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$780	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$93,644	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$23,411	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$46,822	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,641	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$671	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$821	OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss	$7,200	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$2,945	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$4,500	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$10,506	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$4,298	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$5,253	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$33,282	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$695,160	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$16,641	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$371,779	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$818,667	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$186,531	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,550,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,550,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,921,779	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$818,667	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,736,531	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,151,235	ExcessRevenueOverExpensesAmt
Net Investment Income	$826,671	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,246,808	CashBOYAmt
Cash EOY	$172,333	CashEOYAmt
Cash EOYFMV	$172,333	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$8,270,409	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$20,111,828	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$20,111,828	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$466,969	AcctRcvblAmt
Acct Rcvbl BOY	$3,786,020	AcctRcvblBOYAmt
Acct Rcvbl EOY	$466,969	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$466,969	AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl	$833,235	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$833,235	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$833,235	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$833,235	OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY	$15,038,014	OtherInvestmentsBOYAmt
Other Investments EOY	$14,656,888	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,656,888	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$3,540	OtherAssetsBOYAmt
Other Assets EOY	$900	OtherAssetsEOYAmt
Other Assets EOYFMV	$900	OtherAssetsEOYFMVAmt
Total Assets BOY	$32,178,026	TotalAssetsBOYAmt
Total Assets EOY	$36,242,153	TotalAssetsEOYAmt
Total Assets EOYFMV	$36,242,153	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$2,017,437	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,136,758	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$2,017,437	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,136,758	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$30,160,589	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$35,105,395	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$30,160,589	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$35,105,395	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$32,178,026	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$36,242,153	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$30,160,589	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,151,235	ExcessRevenueOverExpensesAmt
Other Increases	$793,571	OtherIncreasesAmt
Subtotal	$35,105,395	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$35,105,395	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
9TH & 10TH STREET LLC 1231 GAIN PER K-1	P	$11,274,765	$11,274,765	$11,274,765
9TH & 10TH STREET LLC OUTSIDE BASIS - STEP UP	P		-$11,163,750	-$11,163,750	$11,163,750
PUBLICLY TRADED SECURITIES	P	$394,419	$158,856	$158,856	$235,563

Field	Value	IRS element (for citing)
Capital Gain Net Income	$269,871	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$11,491	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$11,491	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$11,491	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,098	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,098	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$9,393	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PAOLA BERNAZZANI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6507437697	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	575 MARKET STREET 4TH FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK VAN VEENENDAAL
575 MARKET STREET 4TH FLOOR	SAN FRANCISCO	CA	94105	BOARD CHAIR/SECRETARY	4.00	$0	$0	$0
PAOLA BERNAZZANI
575 MARKET STREET 4TH FLOOR	SAN FRANCISCO	CA	94105	EXECUTIVE DIRECTOR	40.00	$0	$0	$0
TONY RODONI
575 MARKET STREET 4TH FLOOR	SAN FRANCISCO	CA	94105	TREASURER	0.50	$0	$0	$0
SUZANNE DIBIANCA
575 MARKET STREET 4TH FLOOR	SAN FRANCISCO	CA	94105	DIRECTOR	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,132,818	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$15,720,553	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,853,371	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,853,371	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$492,801	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$32,360,570	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,618,029	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,618,029	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,491	TaxBasedOnInvestmentIncomeAmt
Income Tax	$21,474	IncomeTaxAmt
Total Tax	$32,965	TotalTaxAmt
Distributable Before Adj	$1,585,064	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,585,064	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,585,064	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,736,531	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,736,531	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,585,064	DistributableAsAdjustedAmt
Undistributed Income PY	$15,090	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,736,531	QualifyingDistributionsAmt
Applied To Year1	$15,090	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,585,064	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,136,377	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,136,377	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,136,377	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$1,136,377	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GREAT PLAINS CONSERVATION FOUNDATION
1661 JEAGA DRIVE	JUPITER	FL	33458	N/A	PC	GENERAL OPERATING SUPPORT	$450,000
DONOR ADVISED CHARITABLE GIVING INC
211 MAIN STREET CO S QUIESERT	SAN FRANCISCO	CA	94105	N/A	PC	GENERAL OPERATING SUPPORT	$300,000
BIG LIFE FOUNDATION USA
1715 NORTH HERON DRIVE	RIDGEFIELD	WA	98642	N/A	PC	GENERAL OPERATING SUPPORT	$200,000
DIAN FOSSEY GORILLA FUND
800 CHEROKEE AVE SE	ATLANTA	GA	30315	N/A	PC	GENERAL OPERATING SUPPORT	$200,000
DAVID SHELDRICK WILDLIFE TRUST USA
25283 CABOT RD 101	LAGUNA HILLS	CA	92653	N/A	PC	GENERAL OPERATING SUPPORT	$150,000
KAKO EARTH
1962 N IOWA STREET	CHANDLER	AZ	85225	N/A	PC	GENERAL OPERATING SUPPORT	$130,000
REWILD
PO BOX 129	AUSTIN	TX	78767	N/A	PC	GENERAL OPERATING SUPPORT	$60,000
SINKYONE SANCTUARY
PO BOX 1068	GEYSERVILLE	CA	95441	N/A	PC	ANIMAL PROTECTION & WELFARE	$50,000
PLANET REIMAGINED
150 BROADWAY SUITE 1302	NEW YORK	NY	10038	N/A	PC	GENERAL OPERATING SUPPORT	$50,000
TIDES FOUNDATION DAF
PO BOX 889389	LOS ANGELES	CA	90088	N/A	PC	GENERAL OPERATING SUPPORT	$50,000
AMAZON CONSERVATION TEAM
4211 NORTH FAIRFAX DRIVE	ARLINGTON	VA	22203	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
CAPTAIN PAUL WATSON FOUNDATION
462 W 42ND ST	NEW YORK	NY	10036	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710	TUCSON	AZ	85702	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
CENTER FOR RESPONSIBLE FORESTRY
PO BOX 7504	TACOMA	WA	98417	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
CENTER FOR WHALE RESEARCH
PO BOX 1577	FRIDAY HARBOR	WA	98250	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
EARTH LAW CENTER
530 MAIN AVE UNIT F	DURANGO	CA	81301	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
JANE GOODALL INSTITUTE
1120 20TH ST NW 520S	WASHINGTON	DC	20036	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
LEMUR CONSERVATION FOUNDATION
PO BOX 249	MYAKKA CITY	FL	34251	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
LHAQ'TEMISH FOUNDATION
2665 KWINA ROAD	BELLINGHAM	WA	982269298	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
LONG LIVE THE KINGS
1326 FIFTH AVENUE 450	SEATTLE	WA	98101	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET	NEW YORK	NY	10011	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
OCEAN FUTURES SOCIETY
1025 CONNECTICUT AVENUE NW 200	WASHINGTON	DC	20036	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
PACHAMAMA ALLIANCE
PRESIDIO BLDG 1009	SAN FRANCISCO	CA	94129	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
PACIFIC WILD ALLIANCE
1567 HIGHLANDS DR NE 110-373	ISSAQUAH	WA	98029	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
PREDATORS OF THE HEART DBA BECAUSE WE MATTER
6128 PARKSIDE DR	ANACORTES	WA	98221	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
RE SOURCES
2309 MERIDIAN ST	BELLINGHAM	WA	98225	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
SAVE OUR WILD SALMON
811 FIRST AVENUE 305	SEATTLE	WA	98104	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
SAVE THE MANATEE CLUB
317 WEKIVA SPRINGS ROAD 100	LONGWOOD	FL	32779	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
SEALEGACY FOUNDATION INC
6671 W INDIANTOWN ROAD SUITE 50-170	JUPITER	FL	33458	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
THE GORILLA FOUNDATION
PO BOX 620530	WOODSIDE	CA	94062	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
WHATCOM HUMANE SOCIETY
2172 DIVISION STREET	BELLINGHAM	WA	98225	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREET	SAN FRANCISCO	CA	94107	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
WORLD WILDLIFE FUND INC
1250 24TH STREET NW	WASHINGTON	DC	20037	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
XERCES SOCIETY INC
1631 NE BROADWAY STREET 821	PORTLAND	OR	97232	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
OCEANA INC
575 MARKET STREET 4TH FLOOR	SAN FRANCISCO	CA	94105	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
STANDEARTH
1329 N STATE ST SUITE 302	BELLINGHAM	WA	98225	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100	ARLINGTON	VA	22203	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
FOODBANK OF SANTA BARBARA COUNTY
490 WEST FOSTER ROAD	SANTA MARIA	CA	93455	N/A	PC	FOOD FOR NEEDY	$25,000
NORTH BEACH CITIZENS
1034 KEARNY STREET	SAN FRANCISCO	CA	94133	N/A	PC	TO SUPPORT HOMELESS ASSISTANCE PROGRAMS IN NORTH BEACH AREA OF SAN FRANCISCO	$25,000
DOCTORS WITHOUT WALLS
19 EAST MICHELTORENA STREET	SANTA BARBARA	CA	93101	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
FLATBUSH CATS INC
2319 NOSTRAND AVE 100015	BROOKLYN	NY	112109997	N/A	PC	VET CLINIC TREATING LOW-INCOME RESIDENTS	$10,000
SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES
1663 MISSION STREET 700	SAN FRANCISCO	CA	94103	N/A	PC	GENERAL OPERATING SUPPORT	$7,500
TIDES CENTER
1012 TORNEY AVENUE	SAN FRANCISCO	CA	94129	N/A	PC	GENERAL OPERATING SUPPORT	$7,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,550,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,033,433	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$158,856	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionAmt
BANK REIMBURSEMENT	$46
PROVISION FOR TAXES	$880,679

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,073,014	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,073,014	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRT TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 WHISKEY ROAD	AddressLine1Txt
City	WOODSIDE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94062	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$93,644	Amt
Net Investment Income	$23,411	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$46,822	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVERNESS PARTNERS, LP	FMV	$3,280,611	$3,280,611
MOUNTAINVALE VILLAGE MHC	FMV	$3,830,486	$3,830,486
SHADY OAKS MHC	FMV	$1,353,675	$1,353,675
BLUE HAVEN MHC	FMV	$792,546	$792,546
BLUE HAVEN EXPANSION	FMV	$24,441	$24,441
ONYX ASSETS MANAGEMENT	FMV	$68,775	$68,775
BOAVIDA	FMV	$500,000	$500,000
STARLIGHT MHP	FMV	$1,803,690	$1,803,690
ARROWHEAD MHP	FMV	$369,264	$369,264
BAYSHORE VILLAS MHP	FMV	$2,633,400	$2,633,400

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,080	LegalFeesAmt
Net Investment Income	$780	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$780	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	SECURITY DEPOSITS	Desc
BOY Book Value	$3,540	BOYBookValueAmt
EOY Book Value	$900	EOYBookValueAmt
EOYFMV	$900	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$6,270	$1,568	$3,135
OFFICE EXPENSES	$27,012	$11,050	$13,506
PASSTHROUGH RENTAL EXPENSES	$0	$682,542	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
RENTAL INCOME FROM K-1	$342,034
BANK REIMBURSEMENT		$46	$46
PROVISION FOR TAXES		$880,679	$880,679

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$793,571	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED TAX LIABILITY	Desc
BOY Book Value	$2,017,437	BOYBookValueAmt
EOY Book Value	$1,136,758	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	PAYROLL FEES	CategoryTxt
Amt	$1,641	Amt
Net Investment Income	$671	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$821	DisbursementsCharitablePrpsAmt