BETA

BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201911339349103761
Schema version
2018v3.1
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)
Return2019-05-13T14:59:40-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
PTINP00010982PTIN
Phone9145924343PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.23.28.133IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm14:59:33IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id540194C92F5F6695BA9F8630170BCCD761A42E80AtSubmissionCreationDeviceId
At Submission Filing Device Id540194C92F5F6695BA9F8630170BCCD761A42E80AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,188FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$8,001TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$800AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
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$800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$800TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,780ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,780ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$800TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$800TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,580TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$579ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,767SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,188SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,188SavAndTempCashInvstEOYFMVAmt
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$1,767TotalAssetsBOYAmt
Total Assets EOY$1,188TotalAssetsEOYAmt
Total Assets EOYFMV$1,188TotalAssetsEOYFMVAmt
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 SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,767CapitalStockBOYAmt
Capital Stock EOY$1,188CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,767TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,188TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,767TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,188TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,767TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$579ExcessRevenueOverExpensesAmt
Subtotal$1,188SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,188TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,599AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,036NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.223477DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,020AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,339NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.001283DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,226AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,968NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.639228DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,555AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,707NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.768276DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,835AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,630NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.785068DistributionYr5Rt
Total Distribution12.417332TotalDistributionRt
Average Distribution2.483466AverageDistributionRt
Net Vl Noncharitable Assets$1,456NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,616AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,616AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,580QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
Phone2035314781PhoneNum

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$1,478AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,478TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,478AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,456NetVlNoncharitableAssetsAmt
Minimum Investment Return$73MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$73DistributableBeforeAdjAmt
Distributable Before Ded$73DistributableBeforeDedAmt
Distributable As Adjusted$73DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,580ExpensesAndContributionsAmt
Qualifying Distributions$8,580QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,580AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,555ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,226ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,020ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,599ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,235TotalExcessDistributionCyovAmt
Qualifying Distributions$8,580QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$8,580RemainingDistriFromCorpusAmt
Total Corpus$45,815TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$73UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,835ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,980ExcessDistriCyovToNextYrAmt
Excess From Year4$6,555ExcessFromYear4Amt
Excess From Year3$3,226ExcessFromYear3Amt
Excess From Year2$7,020ExcessFromYear2Amt
Excess From Year1$8,599ExcessFromYear1Amt
Excess From Current Year$8,580ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3NONPROFIT WORK$200
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$850
COMMUNITY SERVINGS
18 MARBURY TERRACEBOSTONMA02130501C3NONPROFIT WORK$50
ST ANDREWS BY THE SEA
30 CHURCH RDRYE BEACHNH03871501C3CHARITABLE WORK$300
THE MUSIC HALL
28 CHESTNUT STPORTSMOUTHNH03801501C3NONPROFIT$125
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVEBOSTONMA02115501C3NONPROFIT$275
ST NICHOLAS GREEK ORTHODOX CH
40 ANDREW JARVIS DRPORTSMOUTHNH03801501C3CHARITABLE WORK$550
NH PUBLIC TELEVISION
268 MAST RDDURHAMNH03824501C3NONPROFIT$90
ST JOHN CHRYSOSTOM CHURCH
9300 W DARTMOUTH PLLAKEWOODCO80227501C3CHARITABLE WORK$3,875
SEACOAST COMMUNITY SCHOOL
100 CAMPUS DR SUITE 20PORTSMOUTHNH03801501C3NONPROFIT$140
FIBROLAMELLAR CANCER FDN
20 HORSENECK LANEGREENWICHCT06830501C3NONPROFIT$60
ST HERMAN'S SEMINARY
414 MISSION RDKODIAKAK99615501C3CHARITABLE WORK$200
FORDHAM UNIVERSITY
441 E FORDHAM RDBRONXNY10458501C3NONPROFIT$100
SEACOAST REPERTORY THEATER
125 BOW STPORTSMITHNH03801501C3NONPROFIT$140
IGLESIA MONTESION
PO BOX 971GUAYNABOPR00970501C3CHARITABLE WORK$100
PORTSMOUTH HISTORICAL SOCIETY
PO BOX 728PORTSMOUTHNH03801501C3NONPROFIT$125
POODLE RESCUE CT
PO BOX 188NAUGATUCKCT06770501C3NONPROFIT$100
ST MICHAEL'S GREEK ORTHODOX CHURCH
40 ANDREW JARVIS DRPORTSMOUTHNH03801501C3CHARITABLE WORK$150
ST GEORGES EPISCOPAL CHURCH
PO BOX 364YORK HARBORME03911501C3CHARITABLE WORK$150
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501C3CHARITABLE WORK$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,780TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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 (2014)CategoryTxt
Amt$800Amt

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