Bartol Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 06-1662514

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile

6000 N 62nd PLParadise Valley, AZ 85253

(520) 577-3000

Siviq Scores

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

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-147%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

-5.3%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-80%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$2,726,194

Down $153,232 (-5.3%) from 2018

Net Assets

Down

$2,726,194

Down $153,232 (-5.3%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin4th percentile

Revenue

Down

$91,292

Down $362,385 (-80%) from 2018

Expenses

Down

$225,902

Down $37,001 (-14%) from 2018

Net Income

Down

-$134,610

Down $325,384 (-171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2019

Assets$2,726,194

Liabilities$0

Net Assets$2,726,194

Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2019

Revenue$91,292

Expenses$225,902

Net Income-$134,610

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: May 15, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
M BLAIR MACINNES	Director	-	$0	-	-
RICHARD J BOVE	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bartol Charitable Foundation Inc
EIN: 06-1662514
In Care Of: % RICHARD J BOVE
Phone: 5205773000
Address: 6000 N 62nd PL, Paradise Valley, AZ 85253

Signing Officer

Name: Richard J Bove
Title: Director
Phone: 5205773000
Signed: 2020-05-15

Preparer

Firm: Bove Associates
Address: 6000 N 62nd Place, Paradise Valley, AZ 85253
Preparer: Richard J Bove
Phone: 5205773000

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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/HowAcquiredCd	3	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PURETECH HEALTH
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	BARTOL PARTNERSHIP
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	6000 N 62ND PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Paradise Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	85253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	RICHARD J BOVE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5205773000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION'S PRINCIPAL ACTIVITY IS TO CONTRIBUTE TO OTHER IRC 501 C 3 ORGANIZATIONS;
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	173050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	unrestricted to general funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ORGANIZATIONS DETAIL AVAILABE AT OFFICE OF FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS 501 C 3 ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	19103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	173050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	141831
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	141831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	111579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	90374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	69250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	51600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	51600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	302422
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	31219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	111579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	90374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	69250
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	173050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	31219
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	354022
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	322803
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	53759
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	11741
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	BFP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	BFP ADJ
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	53759
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	11741
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	24014
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	18622
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CHECKS FROM PRIOR YEAR IN CLEARING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BARTOL PARTNERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	JP MORGAN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BFP K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	40757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	40757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	192
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Non Dividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	Bartol Partnership Other Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	Non Dividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	77
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1219
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	77
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	3523
TaxesSchedule/TaxesDetail/Amt	0	8000
TaxesSchedule/TaxesDetail/Amt	1	1242
TaxesSchedule/TaxesDetail/CategoryTxt	0	US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN COUNTRIES
TaxesSchedule/TaxesDetail/CategoryTxt	2	JPM 202-05111 FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1242
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD J BOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5205773000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Bartol Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	BART
ReturnHeader/Filer/EIN	0	061662514
ReturnHeader/Filer/InCareOfNm	0	% RICHARD J BOVE
ReturnHeader/Filer/PhoneNum	0	5205773000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6000 N 62nd PL
ReturnHeader/Filer/USAddress/CityNm	0	Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	85253
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	3956763716F6A811D7D5243A38759C84E51F77B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	3956763716F6A811D7D5243A38759C84E51F77B8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	23437620202805000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-10-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	70.176.51.147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6000 N 62nd Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Paradise Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85253
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Richard J Bove
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-10-06T18:56:57-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,726,194
Liabilities: $0
Net assets: $2,726,194
Revenue: $91,292
Expenses: $225,902
Net income: -$134,610

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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