BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-23
IRS object ID
202131759349100003
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-23T23:01:27-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREW S KENWARD CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132 HARTFORD LNAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10603ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066419566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARTKO FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARTBusinessNameControlTxt
Phone6033196166PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1579 SAGAMORE AVEAddressLine1Txt
CityPORTSMOUTHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038015573ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAXIM BARTKOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6033196166PhoneNum
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMAXIMPersonFirstNm
Person LastBARTKOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
PTINP00010982PTIN
Phone9145924343PhoneNum
Preparation2021-06-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$0InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$7,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$975AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$975TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$975TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$975TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,400TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$975TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$975TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,400ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,905SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,505SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,905TotalAssetsBOYAmt
Total Assets EOY$1,505TotalAssetsEOYAmt
Total Assets EOYFMV$1,505TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,905CapitalStockBOYAmt
Capital Stock EOY$1,505CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,905TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,905TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,505TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,905TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,400ExcessRevenueOverExpensesAmt
Subtotal$1,505SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,505TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMAXIM PENELOPE BARTKOIndividualWithBooksNm
Phone6033196166PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1579 SAGAMORE AVEAddressLine1Txt
CityPORTSMOUTHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038015573ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MAXIM C BARTKO
579 SAGAMORE AVEPORTSMOUTHNH03801TRUSTEE30.00$0$0$0
PENELOPE A BARTKO
579 SAGAMORE AVEPORTSMOUTHNH03801TRUSTEE30.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,205AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,205TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,205AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,172NetVlNoncharitableAssetsAmt
Minimum Investment Return$109MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$109DistributableBeforeAdjAmt
Distributable Before Ded$109DistributableBeforeDedAmt
Distributable As Adjusted$109DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,400ExpensesAndContributionsAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,226ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,020ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,599ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,580ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,285ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,710TotalExcessDistributionCyovAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$8,400RemainingDistriFromCorpusAmt
Total Corpus$41,110TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$109UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,226ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,884ExcessDistriCyovToNextYrAmt
Excess From Year4$7,020ExcessFromYear4Amt
Excess From Year3$8,599ExcessFromYear3Amt
Excess From Year2$8,580ExcessFromYear2Amt
Excess From Year1$5,285ExcessFromYear1Amt
Excess From Current Year$8,400ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027PCNONPROFIT WORK$250
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579PCCHARITABLE WORK$1,750
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVEBOSTONMA02115PCNONPROFIT$275
NH PUBLIC TELEVISION
268 MAST RDDURHAMNH03824PCNONPROFIT$75
FORDHAM UNIVERSITY
441 E FORDHAM RDBRONXNY10458PCNONPROFIT$200
SEACOAST REPERTORY THEATER
125 BOW STPORTSMITHNH03801PCNONPROFIT$100
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201PCCHARITABLE WORK$250
ST NICHOLAS GREEK ORTHODOX CH
40 ANDREW JARVIS DRPORTSMOUTHNH03801PCCHARITABLE WORK$1,160
PORTLAND MUSEUM OF ART
7 CONGRESS STPORTLANDME04101PCNONPROFIT$180
ST JOHN'S CHURCH
101 CHAPEL STPORTSMOUTHNH03801PCCHARITABLE WORK$1,000
CALVARY CHURCH GOLDEN CO
1320 ARAPAHOE STGOLDENCO80401PCCHARITABLE WORK$250
SEACOAST SCIENCE CENTER
570 OCEAN BLVDRYENH03870PCNONPROFIT$80
OGUNQUIT MUSEUM AMERICAN ART
543 SHORE RDOGUNQUITME03907PCNONPROFIT$100
PORTSMOUTH MUSIC HALL
28 CHESTNUT STPORTSMOUTHNH03801PCNONPROFIT$150
GATHER
210 WEST STPORTSMOUTHNH03801PCNONPROFIT$35
MAINE PUBLIC BROADCASTING
1450 Lisbon StLewistonME04240PCNONPROFIT$35
POODLE RESCUE CT
PO BOX 188NAUGATUCKCT06770PCCHARITABLE WORK$100
METROPOLITAN OPERA HOUSE
30 LINCOLN CENTER PLAZANEW YORKNY10023PCNONPROFIT$100
PEABODY ESSEX MUSEUM
E INDIA SQ 161 ESSEX STSALEMMA01970PCNONPROFIT$100
Portsmouth Garden Club
PO Box 8431PortsmouthNH03801PCNONPROFIT$35
ALEXANDER DAWSON SCHOOL
10455 Dawson DRLafayetteCO80026PCNONPROFIT$1,000
ST GEORGE'S CHURCH
PO BOX 364YORK HARBORME03911PCCHARITABLE WORK$100
GREENWICH FIRE DEPT
FIRE STATION 669 NORTH STGREENWICHCT06807GOVNONPROFIT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,425TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryANDREW S. KENWARD, CPA,PC PREPARATION OF FORM 990-PF (2019)CategoryTxt
Amt$975Amt

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