BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-11
IRS object ID
201311319349100106
Schema version
2012v2.0
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)
Timestamp2013-05-11T15:16:26-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line132 HARTFORD LNAddressLine1
CityWHITE PLAINSCity
StateNYState
ZIP Code106031113ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN066419566EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BARTKO FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBARTNameControl
Phone2035314781Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMAXIM BARTKOName
TitleTRUSTEETitle
Phone2035314781Phone
Date Signed2013-05-06DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameANDREW S KENWARD CPAName
Phone9145924343Phone
Date Prepared2013-05-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY7548FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm1InterestOnSavingsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses5001TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Total Adjusted Net Income1TotalAdjustedNetIncome
Accounting Fees Rev And Expnss950AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm950AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm950AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps950AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss950TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm950TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm950TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps950TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10593ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10593ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss11543TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm950TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm950TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps11543TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-6542ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY14090SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY7548SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV7548SavingsAndTempCashInvstEOYFMV
Total Assets BOY14090TotalAssetsBOY
Total Assets EOY7548TotalAssetsEOY
Total Assets EOYFMV7548TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY14090CapitalStockBOY
Capital Stock EOY7548CapitalStockEOY
Total Net Assets BOY14090TotalNetAssetsBOY
Total Net Assets EOY7548TotalNetAssetsEOY
Total Liabilities Net Assets BOY14090TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY7548TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY14090TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-6542ExcessOfRevenueOverExpenses
Subtotal7548Subtotal
Total Net Assets Fund Balances EOY7548TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year114810QualifyingDistributionsYear1
Noncharitable Assets Year118702NoncharitableAssetsYear1
Distribution Ratio Year10.791894DistributionRatioYear1
Qualifying Distributions Year213003QualifyingDistributionsYear2
Noncharitable Assets Year227447NoncharitableAssetsYear2
Distribution Ratio Year20.473749DistributionRatioYear2
Qualifying Distributions Year316822QualifyingDistributionsYear3
Noncharitable Assets Year337168NoncharitableAssetsYear3
Distribution Ratio Year30.452594DistributionRatioYear3
Qualifying Distributions Year422098QualifyingDistributionsYear4
Noncharitable Assets Year429165NoncharitableAssetsYear4
Distribution Ratio Year40.757689DistributionRatioYear4
Qualifying Distributions Year522420QualifyingDistributionsYear5
Noncharitable Assets Year514005NoncharitableAssetsYear5
Distribution Ratio Year51.600857DistributionRatioYear5
Total Distribution Ratio4.076783TotalDistributionRatio
Average Distribution Ratio0.815357AverageDistributionRatio
Net Noncharitable Assets10657NetNoncharitableAssets
Adjusted Noncharitable Assets8689AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One8689AdjNonchrtblAssetsAndOnePct
Qualifying Distributions11543QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrfalseComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMAXIM PENELOPE BARTKOBooksInCareOfPersonName
Books In Care Of Phone Number2035314781BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MAXIM C BARTKO
39 S BOWMAN DRGEEENWICHCT06831TRUSTEE30.00000
PENELOPE A BARTKO
39 S BOWMAN DRGREENWICHCT06831TRUSTEE30.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances10819AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets10819TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets10819AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable162CashDeemedCharitable
Net Noncharitable Assets10657NetNoncharitableAssets
Minimum Investment Return533MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return533MinimumInvestmentReturn
Distributable Amount Before Adj533DistributableAmountBeforeAdj
Distributable Amount Before Ded533DistributableAmountBeforeDed
Distributable Amount As Adjusted533DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions11543ExpensesAndContributions
Qualifying Distributions11543QualifyingDistributions
Adj Qualifying Distributions11543AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted533DistributableAmountAsAdjusted
Excess Distri Carryover Year521720ExcessDistriCarryoverYear5
Excess Distri Carryover Year420640ExcessDistriCarryoverYear4
Excess Distri Carryover Year314964ExcessDistriCarryoverYear3
Excess Distri Carryover Year211631ExcessDistriCarryoverYear2
Excess Distri Carryover Year113875ExcessDistriCarryoverYear1
Total Excess Distri Carryover82830TotalExcessDistriCarryover
Qualifying Distributions11543QualifyingDistributions
Applied To Current Year533AppliedToCurrentYear
Remaining Distri From Corpus11010RemainingDistriFromCorpus
Total Corpus93840TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year521720ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year72120ExcessDistriCyovToNextYear
Excess From Year420640ExcessFromYear4
Excess From Year314964ExcessFromYear3
Excess From Year211631ExcessFromYear2
Excess From Year113875ExcessFromYear1
Excess From Current Year11010ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BRUCE MUSEUM
1 MUSEUM DRGREENWICHCT06830501C3NONPROFIT WORK$500
GREENWICH ACADEMY
NOT AVAILABLEGREENWICHCT06830501C3EDUCATIONAL$100
POODLE RESCUE OF CT
PO BOX 188NAUGATUCKCT06770501C3NONPROFIT WORK$100
UNIVERSITY OF CHICAGO
HYDE PARKCHICAGOIL60637501C3EDUCATION$250
CHURCH OF THE ARCHANGELS
3RD BEDFORDSTAMFORDCT06901501C3CHARITABLE WORK$860
WSHU PUBLIC RADIO GROUP
5151 PARK AVEFAIRFIELDCT06825501C3NONPROFIT WORK$35
FORDHAM UNIVERSITY
113 W 60STNEW YORKNY10133501C3EDUCATION$300
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3EDUCATIONAL$250
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$5,033
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501c3CHARITABLE WORK$1,000
GLENVILLE VOL FIRE DEPT
266 GLENVILLE RDGREENWICHCT06831501C3NONPROFIT WORK$100
KIDS IN CRISIS
1 SALEM STCOS COBCT06807501C3NONPROFIT WORK$100
VILLA MARIA EDUCATION CENTER
116 SKY MEADOW DRSTAMFORDCT06901501c3NONPROFIT WORK$100
CONNECTICUT PUBLIC TELEVISION
PO BOX 80000HARTFORDCT06180501C3NONPROFIT WORK$40
WLIW21
PO BOX 2100NEW YORKNY10116501C3NONPROFIT WORK$95
NEW YORK BOTANICAL GARDEN
FORDHAM RDBRONXNY10458501C3NONPROFIT WORK$200
THIRTEEN WNET NY
450 W 33 STNEW YORKNY10001501C3NONPROFIT WORK$200
SPECIAL OLYMPICS
1133 19 ST NW 12 FLWASHINGTONDC20036501C3NONPROFIT WORK$100
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206501C3NONPROFIT WORK$350
WATERSIDE SCHOOL
770 PACIFIC STSTAMFORDCT06902501C3EDUCATION$100
LADIES PHILOPTOCHOS SOCIETY
7 W 55 STNEW YORKNY10019501C3CHARITABLE WORK$50
WQXR
PO BOX 1550NEW YORKNY10116501C3EDUCATION$180
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106501C3EDUCATION$100
ST JOHN THE THEOLOGIAN CHURCH
158 WEST END AVESHIRLEYNY11967501C3CHARITABLE WORK$250
GRACEFUL HANDS
3645 MARKET PLACE BLVD 130EAST POINTGA30344501C3NONPROFIT WORK$100
GREENWICH EMS
PO BOX 423RIVERSIDECT06878501C3NONPROFIT WORK$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10593TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualMAXIM C BARTKOContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line139 S BOWMAN DRAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code06831ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions5000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryANDREW S. KENWARD, CPA,PC PREPARATION OF FORM 990-PF (2005)Category
Amount$950Amount

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