BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-01
IRS object ID
202011229349100911
Schema version
2019v5.1
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)
Return2020-05-01T14:34:04-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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
ZIP106031113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
PTINP00010982PTIN
Phone9145924343PhoneNum
Preparation2020-05-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.23.28.133IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-01IPDt
IP Tm14:33:52IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id540194C92F5F6695BA9F8630170BCCD761A42E80AtSubmissionCreationDeviceId
At Submission Filing Device Id540194C92F5F6695BA9F8630170BCCD761A42E80AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,905FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$7,002TotalRevAndExpnssAmt
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$4,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,285TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$975TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$975TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,717ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,188SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,905SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,905SavAndTempCashInvstEOYFMVAmt
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$1,188TotalAssetsBOYAmt
Total Assets EOY$2,905TotalAssetsEOYAmt
Total Assets EOYFMV$2,905TotalAssetsEOYFMVAmt
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$1,188CapitalStockBOYAmt
Capital Stock EOY$2,905CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,188TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,905TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,188TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,905TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,188TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,717ExcessRevenueOverExpensesAmt
Subtotal$2,905SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,905TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,580AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,456NetVlNoncharitableAssetsYr1Amt
Distribution Yr15.892857DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,599AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,036NetVlNoncharitableAssetsYr2Amt
Distribution Yr24.223477DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,020AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,339NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.001283DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,226AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,968NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.639228DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,555AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,707NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.768276DistributionYr5Rt
Total Distribution16.525121TotalDistributionRt
Average Distribution3.305024AverageDistributionRt
Net Vl Noncharitable Assets$2,016NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,663AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,663AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,285QualifyingDistributionsAmt

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
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$2,047AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,047TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,047AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,016NetVlNoncharitableAssetsAmt
Minimum Investment Return$101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$101DistributableBeforeAdjAmt
Distributable Before Ded$101DistributableBeforeDedAmt
Distributable As Adjusted$101DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,285ExpensesAndContributionsAmt
Qualifying Distributions$5,285QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,285AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$101DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,555ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,226ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,020ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,599ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,580ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,980TotalExcessDistributionCyovAmt
Qualifying Distributions$5,285QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$5,285RemainingDistriFromCorpusAmt
Total Corpus$39,265TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$101UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,555ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,710ExcessDistriCyovToNextYrAmt
Excess From Year4$3,226ExcessFromYear4Amt
Excess From Year3$7,020ExcessFromYear3Amt
Excess From Year2$8,599ExcessFromYear2Amt
Excess From Year1$8,580ExcessFromYear1Amt
Excess From Current Year$5,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3NONPROFIT WORK$250
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$1,100
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVEBOSTONMA02115501C3NONPROFIT$275
NH PUBLIC TELEVISION
268 MAST RDDURHAMNH03824501C3NONPROFIT$75
FIBROLAMELLAR CANCER FDN
20 HORSENECK LANEGREENWICHCT06830501C3NONPROFIT$60
FORDHAM UNIVERSITY
441 E FORDHAM RDBRONXNY10458501C3NONPROFIT$100
SEACOAST REPERTORY THEATER
125 BOW STPORTSMITHNH03801501C3NONPROFIT$80
IGLESIA MONTESION
PO BOX 971GUAYNABOPR00970501C3CHARITABLE WORK$60
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501C3CHARITABLE WORK$200
ST NICHOLAS GREEK ORTHODOX CH
40 ANDREW JARVIS DRPORTSMOUTHNH03801501C3CHARITABLE WORK$780
PORTLAND MUSEUM OF ART
7 CONGRESS STPORTLANDME04101501C3NONPROFIT$80
ST JOHN'S CHURCH
101 CHAPEL STPORTSMOUTHNH03801501C3CHARITABLE WORK$100
CALVARY CHURCH GOLDEN CO
1320 ARAPAHOE STGOLDENCO80401501C3CHARITABLE WORK$250
SEACOAST SCIENCE CENTER
570 OCEAN BLVDRYENH03870501C3NONPROFIT$115
OGUNQUIT MUSEUM AMERICAN ART
543 SHORE RDOGUNQUITME03907501C3NONPROFIT$75
PORTSMOUTH PUBLIC LIBRARY
175 PARROTT AVEPORTSMOUTHNH03801501C3NONPROFIT$100
PORTSMOUTH MUSIC HALL
28 CHESTNUT STPORTSMOUTHNH03801501C3NONPROFIT$100
SUMMER ON THE HILL
4400 TIBBETT AVEBRONXNY10471501C3NONPROFIT$200
DENVER MUSEUM NATURE & SCIENCE
2001 COLORADO BLVDDENVERCO80205501C3NONPROFIT$160
NYU LANGONE HEALTH
550 FIRST AVENEW YORKNY10016501C3NONPROFIT$100
NEW HAMPSHIRE SPCA
104 PORTSMOUTH AVEPORTSMOUTHNH03885501C3NONPROFIT$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,310TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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 (2018)CategoryTxt
Amt$975Amt

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