BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201521319349101632
Schema version
2014v5.0
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)
Return2015-05-11T11:52:41-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
Phone9145924343PhoneNum
Preparation2015-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,610FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,251TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
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$5,605ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,605ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$950TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$950TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,555TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,304ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,914SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,610SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,610SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$5,914TotalAssetsBOYAmt
Total Assets EOY$1,610TotalAssetsEOYAmt
Total Assets EOYFMV$1,610TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,914CapitalStockBOYAmt
Capital Stock EOY$1,610CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,914TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,914TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,914TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,304ExcessRevenueOverExpensesAmt
Subtotal$1,610SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,610TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,835AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,630NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.785068DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,543AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,657NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.083138DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,702NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.791894DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,003AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,447NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.473749DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,822AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$37,168NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.452594DistributionYr5Rt
Total Distribution4.586443TotalDistributionRt
Average Distribution0.917289AverageDistributionRt
Net Vl Noncharitable Assets$3,707NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,400AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,400AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,555QualifyingDistributionsAmt

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$3,763AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,763TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,763AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$185MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185MinimumInvestmentReturnAmt
Distributable Before Adj$185DistributableBeforeAdjAmt
Distributable Before Ded$185DistributableBeforeDedAmt
Distributable As Adjusted$185DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,555ExpensesAndContributionsAmt
Qualifying Distributions$6,555QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$185DistributableAsAdjustedAmt
Undistributed Income PY$332UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$14,964ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,631ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,875ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,010ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,835ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$63,315TotalExcessDistributionCyovAmt
Qualifying Distributions$6,555QualifyingDistributionsAmt
Remaining Distri From Corpus$6,555RemainingDistriFromCorpusAmt
Total Corpus$69,870TotalCorpusAmt
Taxable2$332Taxable2Amt
Undistributed Income CY$185UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,964ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,906ExcessDistriCyovToNextYrAmt
Excess From Year4$11,631ExcessFromYear4Amt
Excess From Year3$13,875ExcessFromYear3Amt
Excess From Year2$11,010ExcessFromYear2Amt
Excess From Year1$11,835ExcessFromYear1Amt
Excess From Current Year$6,555ExcessFromCurrentYearAmt

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
POODLE RESCUE OF CT
PO BOX 188NAUGATUCKCT06770501C3NONPROFIT WORK$100
CHURCH OF THE ARCHANGELS
3RD BEDFORDSTAMFORDCT06901501C3CHARITABLE WORK$1,300
WSHU PUBLIC RADIO GROUP
5151 PARK AVEFAIRFIELDCT06825501C3NONPROFIT WORK$40
FORDHAM UNIVERSITY
113 W 60STNEW YORKNY10133501C3EDUCATION$100
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3EDUCATIONAL$100
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$1,600
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501c3CHARITABLE WORK$200
KIDS IN CRISIS
1 SALEM STCOS COBCT06807501C3NONPROFIT WORK$100
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206501C3NONPROFIT WORK$350
ADOPT A DOG
849 LAKE STGREENWICHCT06831501C3NONPROFIT WORK$100
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830501C3NONPROFIT WORK$100
UNITED WAY GREENWICH
1 LAFAYETTE CTGREENWICHCT06830501C3NONPROFIT WORK$200
METROPOLITAN MUSEUM OF ART
11 W 53 STNYNY10019501C3NONPROFIT WORK$550
SUMMER ON THE HILL
4662 TIBBIT AVERIVERDALENY10471501C3NONPROFIT WORK$100
USO
PO BOX 96322WASHINGTONDC20090501C3NONPROFIT WORK$50
CONNECTICTU PUBLIC TELEVISION
1049 ASYLUM AVEHARTFORDCT06105501C3NONPROFIT WORK$40
LEAGUE OF WOMEN VOTERS
1700 M ST NW 1000WASHINGTONDC20036501C3NONPROFIT WORK$85
CHILDREN'S DAY SCHOOL
449 PEMBERWICK RDGREENWICHCT06831501C3EDUCATIONAL$100
COMMUNITY SERVINGS
18 MARBURY TERRACEBOSTONMA02130501C3NONPROFIT WORK$25
DENVER MUSEUM NAT HISTORY
2001 COLORADO BLVDDENVERCO80205501C3NONPROFIT WORK$135
GREENWICH POLICE SILVER
11 HAVERMEYER PLGREENWICHCT06830501C3CHARITABLE WORK$50
ST JOHN'S EPISCOPAL CHURCH
222 BOWDOIN STWIMTHROPMA02152501C3CHARITABLE WORK$120
WLIW21
825 EIGHTH AVENEW YORKNY10019501C3NONPROFIT WORK$60
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,605TotalGrantOrContriPdDurYrAmt

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 (2012)CategoryTxt
Amt$950Amt

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