Civic Intelligence

Bartol Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 06-1662514

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 13, 2017

Organization Profile
6301 N Placita AristaTucson, AZ 85718

(520) 577-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

7044%

Higher net margin than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

12th percentile

-9.7%

Faster asset growth than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$2,714,406

Down $290,206 (-9.7%) from 2015

Net Assets

Down

$2,714,406

Down $290,206 (-9.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,120

Down $200,741 (-102%) from 2015

Expenses

Up

$286,086

Up $33,430 (+13%) from 2015

Net Income

Down

-$290,206

Down $234,171 (-418%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $411,825Liabilities 2010: $0Net Assets 2010: $411,8252010Assets 2011: $400,694Liabilities 2011: $12011Assets 2012: $358,750Liabilities 2012: $0Net Assets 2012: $358,7502012Assets 2013: $2,847,499Liabilities 2013: $0Net Assets 2013: $2,847,4992013Assets 2014: $3,064,172Liabilities 2014: $0Net Assets 2014: $3,064,1722014Assets 2015: $3,004,612Liabilities 2015: $0Net Assets 2015: $3,004,6122015Assets 2016: $2,714,406Liabilities 2016: $0Net Assets 2016: $2,714,4062016Assets 2017: $2,688,652Liabilities 2017: $0Net Assets 2017: $2,688,6522017Assets 2018: $2,879,426Liabilities 2018: $0Net Assets 2018: $2,879,4262018Assets 2019: $2,726,194Liabilities 2019: $0Net Assets 2019: $2,726,1942019Assets 2020: $2,713,848Liabilities 2020: $0Net Assets 2020: $2,713,8482020Assets 2021: $2,972,984Liabilities 2021: $0Net Assets 2021: $2,972,9842021Assets 2022: $2,851,606Liabilities 2022: $0Net Assets 2022: $2,851,6062022Assets 2023: $2,717,672Liabilities 2023: $0Net Assets 2023: $2,717,6722023Assets 2024: $2,685,245Liabilities 2024: $0Net Assets 2024: $2,685,2452024

Highlighted filing

2016

Assets$2,714,406
Liabilities$0
Net Assets$2,714,406
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $48,5532010Revenue 2011: $18,422Expenses 2011: $29,553Net Income 2011: -$11,1312011Expenses 2012: $77,0512012Revenue 2013: $4,110,480Expenses 2013: $215,333Net Income 2013: $3,895,1472013Revenue 2014: $733,349Expenses 2014: $237,026Net Income 2014: $496,3232014Revenue 2015: $196,621Expenses 2015: $252,656Net Income 2015: -$56,0352015Revenue 2016: -$4,120Expenses 2016: $286,086Net Income 2016: -$290,2062016Revenue 2017: $134,108Expenses 2017: $159,862Net Income 2017: -$25,7542017Revenue 2018: $453,677Expenses 2018: $262,903Net Income 2018: $190,7742018Revenue 2019: $91,292Expenses 2019: $225,902Net Income 2019: -$134,6102019Revenue 2020: $162,111Expenses 2020: $174,457Net Income 2020: -$12,3462020Revenue 2021: $407,135Expenses 2021: $147,999Net Income 2021: $259,1362021Revenue 2022: $112,533Expenses 2022: $230,911Net Income 2022: -$118,3782022Revenue 2023: $137,055Expenses 2023: $295,274Net Income 2023: -$158,2192023Revenue 2024: $141,064Expenses 2024: $149,206Net Income 2024: -$8,1422024

Highlighted filing

2016

Revenue-$4,120
Expenses$286,086
Net Income-$290,206
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 13, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
M BLAIR MACINNESDirector-$0--
RICHARD J BOVEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bartol Charitable Foundation
EIN
06-1662514
In Care Of
% RICHARD J BOVE
Phone
5205773000
Address
6301 N Placita Arista, Tucson, AZ 85718

Signing Officer

Name
Richard J Bove
Title
Director
Phone
5205773000
Signed
2017-10-13

Preparer

Firm
Bove Associates
Address
PO Box 66035, Tucson, AZ 85728
Preparer
Richard J Bove
Phone
5205773000
Raw XML AppendixShowing 400 of 409 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BARTOL PARTNERSHIP EST GAIN
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-19
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02883162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0294857
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02539653
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt043247
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt048652
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0141996
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02839915
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02883162
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M BLAIR MACINNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD J BOVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06301 N Placita Arista
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16301 N Placita Arista
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tucson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Tucson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185718
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0274784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0274919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0212450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0174182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0212950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt075700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.096758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.072626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.067948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.151452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.147652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02839915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02925251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02563475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01406060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0512692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0572766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0232100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.483789
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0232100
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0232100
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0232100
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06301 N PLACITA ARISTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tucson
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085718
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RICHARD J BOVE
IRS990PF/StatementsRegardingActyGrp/PhoneNum05205773000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S PRINCIPAL ACTIVITY IS TO CONTRIBUTE TO OTHER IRC 501 C 3 ORGANIZATIONS;
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0231100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0unrestricted to general funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ORGANIZATIONS DETAIL AVAILABE AT OFFICE OF FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS 501 C 3 ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0231100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0141726
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0141726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0170139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0432123
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0170139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050760
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0232100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090374
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0432123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0341749
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt020984
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BFP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt033899
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt048652
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY INVESTMENT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BARTOL PARTNERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MORGAN STANLEY INVESTMENT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MORGAN STANLEY INVESTMENT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033866
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13899
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23272
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033866
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13899
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23272
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BARTOL PARTNERSHIP Rental Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Non Dividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Bartol Partnership Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0255
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt163
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0255
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1494
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt263
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BARTOL FLOW THROUGH FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0226
TaxesSchedule/TaxesDetail/Amt07888
TaxesSchedule/TaxesDetail/Amt11146
TaxesSchedule/TaxesDetail/Amt222
TaxesSchedule/TaxesDetail/Amt367
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN COUNTRIES
TaxesSchedule/TaxesDetail/CategoryTxt2MORGAN STANLEY 876 025143 FT
TaxesSchedule/TaxesDetail/CategoryTxt3MORGAN STANLEY 876 025144 FT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01146
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt122
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt267
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J BOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05205773000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bartol Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0061662514
ReturnHeader/Filer/InCareOfNm0% RICHARD J BOVE
ReturnHeader/Filer/PhoneNum05205773000
ReturnHeader/Filer/USAddress/AddressLine1Txt06301 N Placita Arista
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085718
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03956763716F6A811D7D5243A38759C84E51F77B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03956763716F6A811D7D5243A38759C84E51F77B8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023437620172865000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.95.162.205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 66035
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,714,406
Liabilities
$0
Net assets
$2,714,406
Revenue
-$4,120
Expenses
$286,086
Net income
-$290,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.14$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.11$0.23$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.41$0.15$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.16$0.17$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.23$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.45$0.26$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.00$0.29$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.20$0.25$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.73$0.24$0.50
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$4.11$0.22$3.90
2012Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.02$0.03$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.05