BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201601319349102150
Schema version
2015v2.1
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)
Return2016-05-10T14:42:01-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
Phone9145924343PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,384FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,000TotalRevAndExpnssAmt
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
Printing And Pub Rev And Expnss$57PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$57PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$57PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$57PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,007TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,007TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,007TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,219ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,219ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,226TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,007TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,007TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,226TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$774ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,610SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,384SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,384SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,610TotalAssetsBOYAmt
Total Assets EOY$2,384TotalAssetsEOYAmt
Total Assets EOYFMV$2,384TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,610CapitalStockBOYAmt
Capital Stock EOY$2,384CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,384TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,384TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$774ExcessRevenueOverExpensesAmt
Subtotal$2,384SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,384TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,555AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,707NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.768276DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,835AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,630NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.785068DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,543AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,657NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.083138DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,810AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,702NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.791894DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,003AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$27,447NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.473749DistributionYr5Rt
Total Distribution5.902125TotalDistributionRt
Average Distribution1.180425AverageDistributionRt
Net Vl Noncharitable Assets$1,968NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,323AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$2,323AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,226QualifyingDistributionsAmt

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$1,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,998TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,968NetVlNoncharitableAssetsAmt
Minimum Investment Return$98MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98MinimumInvestmentReturnAmt
Distributable Before Adj$98DistributableBeforeAdjAmt
Distributable Before Ded$98DistributableBeforeDedAmt
Distributable As Adjusted$98DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,226ExpensesAndContributionsAmt
Qualifying Distributions$3,226QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,226AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98DistributableAsAdjustedAmt
Undistributed Income PY$185UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$11,631ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,875ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,010ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,835ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,555ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,906TotalExcessDistributionCyovAmt
Qualifying Distributions$3,226QualifyingDistributionsAmt
Remaining Distri From Corpus$3,226RemainingDistriFromCorpusAmt
Total Corpus$58,132TotalCorpusAmt
Taxable2$185Taxable2Amt
Undistributed Income CY$98UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,631ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$46,501ExcessDistriCyovToNextYrAmt
Excess From Year4$13,875ExcessFromYear4Amt
Excess From Year3$11,010ExcessFromYear3Amt
Excess From Year2$11,835ExcessFromYear2Amt
Excess From Year1$6,555ExcessFromYear1Amt
Excess From Current Year$3,226ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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$850
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501c3CHARITABLE WORK$200
COMMUNITY SERVINGS
18 MARBURY TERRACEBOSTONMA02130501C3NONPROFIT WORK$56
PEABODY ESSEX MUSEUM
161 ESSEX STSALEMMA01970501C3NONPROFIT WORK$33
ST ANDREWS BY THE SEA
30 CHURCH RDRYE BEACHNH03871501C3CHARITABLE WORK$100
SEACOAST REPERTORY THEATER
125 BOW STPORTSMOUTHNH03801501C3NONPROFIT$100
FRIENDS OF THE SOUTH END
SOUTH ENDPORTSMOUTHNH03801501C3NONPROFIT$30
METROPOLIS OF BOSTON PHILOPTAC
162 GODDARD AVEBROOKLINEMA02445501C3CHARITABLE WORK$25
PORTSMOUTH AHEPA CHAPTER
ST NICHOLAS CHURCH 40 JARVISPORTSMOUTHNH03801501C3CHARITABLE WORK$25
ST HERMAN'S SEMINARY
414 MISSION RDKODIAKAK99615501C3CHARITABLE WORK$100
GREENWICH COMMUNITY PROJECT
9/11 MEMORIAL PO BOX 8005GREENWICHCT06836501C3NONPROFIT$50
THE MUSIC HALL
28 CHESTNUT STPORTSMOUTHNH03801501C3NONPROFIT$100
SPECIAL OLYMPICS OF NH
650 ELM ST 200MANCHESTERNH03101501C3CHARITABLE WORK$100
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVEBOSTONMA02115501C3NONPROFIT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,219TotalGrantOrContriPdDurYrAmt

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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