BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-08
IRS object ID
201431289349101628
Schema version
2013v3.1
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)
Return2014-05-08T20:54:27-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREW S KENWARD CPA PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132 HARTFORD LNAddressLine1
CityWHITE PLAINSCity
StateNYState
ZIP Code106031113ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066419566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARTKO FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBARTBusinessNameControlTxt
Phone2035314781PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 S BOWMAN DRAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code068313236ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAXIM BARTKOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2035314781PhoneNum
Signature2014-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KENWARD CPAPreparerPersonNm
Phone9145924343PhoneNum
Preparation2014-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,200ContriRcvdRevAndExpnssAmt
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$10,201TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$850AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$850TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,985ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,985ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$850TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$850TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,835TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,634ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,548SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,914SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,914SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$7,548TotalAssetsBOYAmt
Total Assets EOY$5,914TotalAssetsEOYAmt
Total Assets EOYFMV$5,914TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$7,548CapitalStockBOYAmt
Capital Stock EOY$5,914CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,548TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,548TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,914TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,548TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,634ExcessRevenueOverExpensesAmt
Subtotal$5,914SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,914TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,543AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,657NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.083138DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,810AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,702NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.791894DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,003AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$27,447NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.473749DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,822AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$37,168NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.452594DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,098AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,165NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.757689DistributionYr5Rt
Total Distribution3.559064TotalDistributionRt
Average Distribution0.711813AverageDistributionRt
Net Vl Noncharitable Assets$6,630NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,719AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$4,719AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,835QualifyingDistributionsAmt

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 Line139 S BOWMAN DRAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code068313236ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MAXIM C BARTKO
39 S BOWMAN DRGEEENWICHCT06831TRUSTEE30.00$0$0$0
PENELOPE A BARTKO
39 S BOWMAN DRGREENWICHCT06831TRUSTEE30.00$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$6,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,731TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,731AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,630NetVlNoncharitableAssetsAmt
Minimum Investment Return$332MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$332MinimumInvestmentReturnAmt
Distributable Before Adj$332DistributableBeforeAdjAmt
Distributable Before Ded$332DistributableBeforeDedAmt
Distributable As Adjusted$332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,835ExpensesAndContributionsAmt
Qualifying Distributions$11,835QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,835AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$332DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$20,640ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,964ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,631ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,875ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,010ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$72,120TotalExcessDistributionCyovAmt
Qualifying Distributions$11,835QualifyingDistributionsAmt
Remaining Distri From Corpus$11,835RemainingDistriFromCorpusAmt
Total Corpus$83,955TotalCorpusAmt
Undistributed Income CY$332UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,640ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,315ExcessDistriCyovToNextYrAmt
Excess From Year4$14,964ExcessFromYear4Amt
Excess From Year3$11,631ExcessFromYear3Amt
Excess From Year2$13,875ExcessFromYear2Amt
Excess From Year1$11,010ExcessFromYear1Amt
Excess From Current Year$11,835ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
POODLE RESCUE OF CT
PO BOX 188NAUGATUCKCT06770501C3NONPROFIT WORK$100
UNIVERSITY OF CHICAGO
HYDE PARKCHICAGOIL60637501C3EDUCATION$100
CHURCH OF THE ARCHANGELS
3RD BEDFORDSTAMFORDCT06901501C3CHARITABLE WORK$960
WSHU PUBLIC RADIO GROUP
5151 PARK AVEFAIRFIELDCT06825501C3NONPROFIT WORK$40
FORDHAM UNIVERSITY
113 W 60STNEW YORKNY10133501C3EDUCATION$250
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3EDUCATIONAL$250
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$4,600
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501c3CHARITABLE WORK$1,000
KIDS IN CRISIS
1 SALEM STCOS COBCT06807501C3NONPROFIT WORK$100
VILLA MARIA EDUCATION CENTER
116 SKY MEADOW DRSTAMFORDCT06901501c3NONPROFIT WORK$100
NEW YORK BOTANICAL GARDEN
FORDHAM RDBRONXNY10458501C3NONPROFIT WORK$200
THIRTEEN WNET NY
450 W 33 STNEW YORKNY10001501C3NONPROFIT WORK$100
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206501C3NONPROFIT WORK$350
WATERSIDE SCHOOL
770 PACIFIC STSTAMFORDCT06902501C3EDUCATION$100
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106501C3EDUCATION$100
ADOPT A DOG
849 LAKE STGREENWICHCT06831501C3NONPROFIT WORK$200
DUMB FRIENDS LEAGUE
2080 S QUEBEC STDENVERCO80231501C3NONPROFIT WORK$75
GREENWICH GARDEN EDUCATION CTR
130 BIBLE STCOS COBCT06807501C3NONPROFIT WORK$55
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830501C3NONPROFIT WORK$200
UNITED WAY GREENWICH
1 LAFAYETTE CTGREENWICHCT06830501C3NONPROFIT WORK$100
METROPOLITAN MUSEUM OF ART
11 W 53 STNYNY10019501C3NONPROFIT WORK$550
MUSEUM OF MODERN ART
11 W 53 STNYNY10019501C3NONPROFIT WORK$360
NEIGHBOR TO NEIGHBOR
248 E PUTNAM AVEGREENWICHCT06831501C3NONPROFIT WORK$100
ST BASIL ACADEMY
79 ST BASIL RDGARRISONNY10524501C3CHARITABLE WORK$100
SUMMER ON THE HILL
4662 TIBBIT AVERIVERDALENY10471501C3NONPROFIT WORK$250
USO
PO BOX 96322WASHINGTONDC20090501C3NONPROFIT WORK$50
CONNECTICTU PUBLIC TELEVISION
PO BOX 80000HARTFORDCT06180501C3NONPROFIT WORK$40
LEAGUE OF WOMEN VOTERS
1700 M ST NW 1000WASHINGTONDC20036501C3NONPROFIT WORK$25
LEAGUE OF WOMEN VOTERS
1700 M ST NW 1000WASHINTONDC20036501C3NONPROFIT WORK$60
CHILDREN'S DAY SCHOOL
449 PEMBERWICK RDGREENWICHCT06831501C3EDUCATIONAL$100
CYSTIC FIBROSIS FOUNDATION
2 UNIVERSITY PLAZA DRHACKENSACKNJ07601501C3NONPROFIT WORK$100
DENVER ART MUSEUM
100 14TH AVE PKWYDENVERCO80204501C3NONPROFIT WORK$70
SALVATION ARMY
855 ASYLUM AVEHARTFORDCT06105501C3NONPROFIT WORK$100
SUSAN KOMEN 3 DAY FOR
205 N MICHIGAN AVE 2630CHICAGOIL60601501C3NONPROFIT WORK$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,985TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMAXIM C BARTKOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line139 S BOWMAN DRAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code06831ZIPCode
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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$850Amt

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