BARTKO FAMILY CHARITABLE FOUNDATION TR: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BARTKO FAMILY CHARITABLE FOUNDATION TR (EIN 06-6419566)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-06
IRS object ID
201121269349100837
Schema version
2010v3.2
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)
Timestamp2011-05-06T16:18:21-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameANDREW S KENWARD CPAName
Phone9145924343Phone
Date Prepared2011-05-06DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY23884FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss41InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm41InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm41InterestOnSavingsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses5041TotalRevenueAndExpenses
Total Net Investment Income41TotalNetInvestmentIncome
Total Adjusted Net Income41TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1075AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1075AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm1075AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1075AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1075TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1075TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm1075TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1075TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss11928ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps11928ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss13003TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1075TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm1075TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps13003TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-7962ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY31846SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY23884SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV23884SavingsAndTempCashInvstEOYFMV
Total Assets BOY31846TotalAssetsBOY
Total Assets EOY23884TotalAssetsEOY
Total Assets EOYFMV23884TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY31846CapitalStockBOY
Capital Stock EOY23884CapitalStockEOY
Total Net Assets BOY31846TotalNetAssetsBOY
Total Net Assets EOY23884TotalNetAssetsEOY
Total Liabilities Net Assets BOY31846TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY23884TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY31846TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-7962ExcessOfRevenueOverExpenses
Subtotal23884Subtotal
Total Net Assets Fund Balances EOY23884TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year116822QualifyingDistributionsYear1
Noncharitable Assets Year137168NoncharitableAssetsYear1
Distribution Ratio Year10.452594DistributionRatioYear1
Qualifying Distributions Year222098QualifyingDistributionsYear2
Noncharitable Assets Year229165NoncharitableAssetsYear2
Distribution Ratio Year20.757689DistributionRatioYear2
Qualifying Distributions Year322420QualifyingDistributionsYear3
Noncharitable Assets Year314005NoncharitableAssetsYear3
Distribution Ratio Year31.600857DistributionRatioYear3
Qualifying Distributions Year414020QualifyingDistributionsYear4
Noncharitable Assets Year411748NoncharitableAssetsYear4
Distribution Ratio Year41.193395DistributionRatioYear4
Qualifying Distributions Year517021QualifyingDistributionsYear5
Noncharitable Assets Year514606NoncharitableAssetsYear5
Distribution Ratio Year51.165343DistributionRatioYear5
Total Distribution Ratio5.169878TotalDistributionRatio
Average Distribution Ratio1.033976AverageDistributionRatio
Net Noncharitable Assets27447NetNoncharitableAssets
Adjusted Noncharitable Assets28380AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One28380AdjNonchrtblAssetsAndOnePct
Qualifying Distributions13003QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
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 Balances27865AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets27865TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets27865AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable418CashDeemedCharitable
Net Noncharitable Assets27447NetNoncharitableAssets
Minimum Investment Return1372MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1372MinimumInvestmentReturn
Distributable Amount Before Adj1372DistributableAmountBeforeAdj
Distributable Amount Before Ded1372DistributableAmountBeforeDed
Distributable Amount As Adjusted1372DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions13003ExpensesAndContributions
Qualifying Distributions13003QualifyingDistributions
Adj Qualifying Distributions13003AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1372DistributableAmountAsAdjusted
Excess Distri Carryover Year516291ExcessDistriCarryoverYear5
Excess Distri Carryover Year413433ExcessDistriCarryoverYear4
Excess Distri Carryover Year321720ExcessDistriCarryoverYear3
Excess Distri Carryover Year220640ExcessDistriCarryoverYear2
Excess Distri Carryover Year114964ExcessDistriCarryoverYear1
Total Excess Distri Carryover87048TotalExcessDistriCarryover
Qualifying Distributions13003QualifyingDistributions
Applied To Current Year1372AppliedToCurrentYear
Remaining Distri From Corpus11631RemainingDistriFromCorpus
Total Corpus98679TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year516291ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year82388ExcessDistriCyovToNextYear
Excess From Year413433ExcessFromYear4
Excess From Year321720ExcessFromYear3
Excess From Year220640ExcessFromYear2
Excess From Year114964ExcessFromYear1
Excess From Current Year11631ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
APAWAMIS FOUNDATION
2 CLUB RDRYENY10580501c3NONPROFIT WORK$250
CT ASSOC FOR CHILDREN W LEARN DISORDERS
25 VAAN ZANT STE NORWALKCT06855501C3EDUCATIONAL$75
SALVATION ARMY
825 ASYLUM STHARTFORDCT06105501C3NONPROFIT WORK$50
UNIVERSITY OF CHICAGO
HYDE PARKCHICAGOIL60637501C3EDUCATION$250
CHURCH OF THE ARCHANGELS
3RD BEDFORDSTAMFORDCT06901501C3CHARITABLE WORK$1,310
CT HUMANE SOCIETY
701 RUSSEL RDNEWINGTONCT06111501C3CHARITABLE WORK$50
WSHU PUBLIC RADIO GROUP
5151 PARK AVEFAIRFIELDCT06825501C3NONPROFIT WORK$35
FORDHAM UNIVERSITY
113 W 60STNEW YORKNY10133501C3EDUCATION$200
BOWREY MISSION
227 BOWREYNYNY10002501C3CHARITABLE WORK$100
SMITHSONIAN
INSTITUTIONWASHINGTONDC20013501C3NONPROFIT WORK$100
BARNARD COLLEGE
3009 BDWYNEW YORKNY10027501C3EDUCATIONAL$300
GREENWICH AMERICAN RED CROSS
99 INDIAN FIELD RDGREENWICHCT06830501C3NONPROFIT WORK$100
MUSEUM OF MODERN ART
11 W 53 STNYNY10019501C3NONPROFIT WORK$300
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRRESTONVA20190501C3NONPROFIT WORK$35
GREENWICH GREEN & CLEAN
113 PENBERWICK RDGREENWICHCT06830501C3NONPROFIT WORK$60
OUR LADY OF KAZAN
SHORE RDSEA CLIFFNY11579501c3CHARITABLE WORK$3,133
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201501c3CHARITABLE WORK$1,000
LEAGUE OF WOMEN VOTERS
1700 M ST NW 1000WASHINGTONDC20036501C3NONPROFIT WORK$60
HABITAT FOR HUMANITY
270 PEACHTREE ST NW 1300ATLANTAGA30303501C3CHARITABLE WORK$50
PARENTS TOGETHER
PO BOX 4843GREENWICHCT06831501C3NONPROFIT WORK$100
ST BASIL ACADEMY
79 ST BASIL RDGARRISONNY10524501C3CHARITABLE WORK$100
GREENWICH CHAPLAINCY SERV
70 PARSONAGE RDGREENWICHCT06830501C3NONPROFIT WORK$50
BREAST CANCER ALLIANCE
PO BOX 650543DALLASTX75265501C3NONPROFIT WORK$290
DUMB FRIENDS LEAGUE
2080 S QUEBEC STDENVERCO80231501c3NONPROFIT WORK$50
REACH
2777 SUMMER STSTANFORDCT06905501c3NONPROFIT WORK$150
USO
PO BOX 96322WASHINGTONDC20090501c3NONPROFIT WORK$50
VILLA MARIA EDUCATION CENTER
116 SKY MEADOW DRSTAMFORDCT06901501c3NONPROFIT WORK$150
GREENWICH GARDEN EDUCATION CTR
130 BIBLE STCOS COBCT06807501c3NONPROFIT WORK$100
CONNECTICUT PUBLIC TELEVISION
PO BOX 80000HARTFORDCT06180501C3NONPROFIT WORK$40
WLIW21
PO BOX 2100NEW YORKNY10116501C3NONPROFIT WORK$75
THE BRUCE MUSEUM
1 MUSEUM DRGREENWICHCT06831501C3NONPROFIT WORK$250
CT HUMANE SOCIETY
701 RUSSEL RDNEWINGTONCT06111501C3NONPROFIT WORK$50
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830501C3NONPROFIT WORK$300
NEW YORK BOTANICAL GARDEN
FORDHAM RDBRONXNY10458501C3NONPROFIT WORK$250
SMART KIDS WITH LEARNING DBL
38 KINGS HIGHWAY NWESTPORTCT06880501C3NONPROFIT WORK$150
INTERFAITH ALLIANCE FDN
1212 NY AVE NW 1250WASHINGTONDC20005501C3NONPROFIT WORK$40
THIRTEEN WNET NY
450 W 33 STNEW YORKNY10001501C3NONPROFIT WORK$100
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741501C3NONPROFIT WORK$100
CORNELL UNIV COLLEGE
COLLEGE VETERINARY MEDICINEITHACANY14853501C3NONPROFIT WORK$35
RONALD MCDONALD HOUSE
1 KROC DROAK BROOKIL60523501C3CHARITABLE WORK$100
FOOD BANK LOWER FAIRFIELD CTY
461 GLENBROOK RDSTAMFORDCT06906501C3CHARITABLE WORK$100
SUSAN KOMEN 3 DAY FOR THE CURE
205 N MICHIGAN AVE 2630CHICAGOIL60601501C3NONPROFIT WORK$100
ADOPT A DOG
849 LAKE STGREENWICHCT06831501C3NONPROFIT WORK$100
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206501C3NONPROFIT WORK$350
SUMMER ON THE HILL
4662 TIBBIT AVERIVERDALENY10471501C3NONPROFIT WORK$1,000
1ST PRESBYTERIAN CHURCH
PUTNAM RDGREENWICHCT06870501C3CHARITABLE WORK$40
NY PUBLIC RADIO
160 VARICK STNYNY10013501C3NONPROFIT WORK$100
GREENWICH AMERICAN LEGION
248 GLENVILLE RDGREENWICHCT06831501C3NONPROFIT WORK$50
RUSSIAN GIFT OF LIFE
PO BOX 403SEA CLIFFNY11579501C3NONPROFIT WORK$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year11928TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$41ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$41ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA41TotalPartXVIA

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$1,075Amount

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