BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-07
IRS object ID
201841279349101474
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-07T18:06:47-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
PTINP00010982PTIN
Phone9145924343PhoneNum
Preparation2018-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,767FMVAssetsEOYAmt
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
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$950AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$950AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$950AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$950TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,649ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,649ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$950TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$950TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,599TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$599ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,366SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,767SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,767SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$2,366TotalAssetsBOYAmt
Total Assets EOY$1,767TotalAssetsEOYAmt
Total Assets EOYFMV$1,767TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,366CapitalStockBOYAmt
Capital Stock EOY$1,767CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$599ExcessRevenueOverExpensesAmt
Subtotal$1,767SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,767TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,339NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.001283DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,226AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,968NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.639228DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,555AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,707NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.768276DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,835AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.785068DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,543AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,657NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.083138DistributionYr5Rt
Total Distribution9.276993TotalDistributionRt
Average Distribution1.855399AverageDistributionRt
Net Vl Noncharitable Assets$2,036NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,778AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,778AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,599QualifyingDistributionsAmt

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
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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$2,067AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,067TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,067AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$102MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$102MinimumInvestmentReturnAmt
Distributable Before Adj$102DistributableBeforeAdjAmt
Distributable Before Ded$102DistributableBeforeDedAmt
Distributable As Adjusted$102DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,599ExpensesAndContributionsAmt
Qualifying Distributions$8,599QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,599AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$102DistributableAsAdjustedAmt
Undistributed Income PY$117UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$11,010ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,835ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,555ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,226ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,020ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,646TotalExcessDistributionCyovAmt
Qualifying Distributions$8,599QualifyingDistributionsAmt
Remaining Distri From Corpus$8,599RemainingDistriFromCorpusAmt
Total Corpus$48,245TotalCorpusAmt
Taxable2$117Taxable2Amt
Undistributed Income CY$102UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,010ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,235ExcessDistriCyovToNextYrAmt
Excess From Year4$11,835ExcessFromYear4Amt
Excess From Year3$6,555ExcessFromYear3Amt
Excess From Year2$3,226ExcessFromYear2Amt
Excess From Year1$7,020ExcessFromYear1Amt
Excess From Current Year$8,599ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3EDUCATIONAL$200
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$1,750
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501c3CHARITABLE WORK$200
COMMUNITY SERVINGS
18 MARBURY TERRACEBOSTONMA02130501C3NONPROFIT WORK$30
ST ANDREWS BY THE SEA
30 CHURCH RDRYE BEACHNH03871501C3CHARITABLE WORK$100
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$1,250
NH PUBLIC TELEVISION
268 MAST RDDURHAMNH03824501C3NONPROFIT$60
ST JOHN CHRYSOSTOM CHURCH
9300 W DARTMOUTH PLLAKEWOODCO80227501C3CHARITABLE WORK$3,000
PRESCOTT PARK ARTS FESTIVAL
P0 BOX 4370PORTSMOUTHNH03802501C3NONPROFIT$119
SEACOAST SCIENCE CENTER
570 OCEAN BLVDRYENH03870501C3NONPROFIT$80
SEACOAST COMMUNITY SCHOOL
100 CAMPUS DR SUITE 20PORTSMOUTHNH03801501C3NONPROFIT$260
CT CYSTIC FIBROSIS
101 CENTERPOINT DR STE 107MIDDLETOWNCT06457501C3NONPROFIT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,649TotalGrantOrContriPdDurYrAmt

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$950Amt

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