Civic Intelligence

Bartol Charitable Foundation Inc.

990PF • Fiscal year 2011 • EIN 06-1662514

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile
PO Box 1587419103
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$400,694

Flat from 2011

Net Assets

$400,694

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$29,553

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2011: $400,6942011Assets 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

2011

Assets$400,694
Liabilities$0
Net Assets$400,694
Open 2011 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $48,5532010Expenses 2011: $29,5532011Revenue 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

2011

Revenue-
Expenses$29,553
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M BLAIR MACINNESDirector-$0--
RICHARD J BOVEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantORGANIZATIONS SEE ATTACHMENTunrestricted to general funds501 C 3 PUBLIC CHARIPHILADELPHIA, PA, US$25,265
Filing and Contact Details

Filer

EIN
06-1662514
Raw XML Appendix301 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0975
AccountingFeesSchedule/AccountingFees/Category0BA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0107104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0221779
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SMITH BARNEY 651-49122-18
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount09250
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04235
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02437
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FLOW THROUGH
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount015922
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA015922
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0975
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps025265
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss025265
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm09250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss09250
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-11131
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice04367
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02437
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02437
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04235
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome012609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm02397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss02397
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0766
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps025265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss029553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome015922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses018422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04288
IRS990PF/BalanceSheets/CapitalStockBOY0411825
IRS990PF/BalanceSheets/CapitalStockEOY0400694
IRS990PF/BalanceSheets/CashBOY015232
IRS990PF/BalanceSheets/CashEOY08373
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0107104
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0107104
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0221779
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0289489
IRS990PF/BalanceSheets/OtherAssetsEOY0285217
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0338898
IRS990PF/BalanceSheets/TotalAssetsBOY0411825
IRS990PF/BalanceSheets/TotalAssetsEOY0400694
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0560677
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0411825
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0400694
IRS990PF/BalanceSheets/TotalNetAssetsBOY0411825
IRS990PF/BalanceSheets/TotalNetAssetsEOY0400694
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BARTOL PARTNERSHIP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1BARTOL PARTNERSHIP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-11131
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0400694
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0411825
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0400694
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted028386
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028386
IRS990PF/DistributableAmount/DistributableAmountBeforeDed028386
IRS990PF/DistributableAmount/MinimumInvestmentReturn028638
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0252
IRS990PF/DistributableAmount/TotalTax0252
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0248
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0252
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0248
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0252
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0252
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0500
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0560677
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0581488
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08100
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0573388
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08722
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn028638
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0572766
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0581488
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0M BLAIR MACINNES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD J BOVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 15874
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO Box 15874
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Philadelphia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Philadelphia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119103
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0124997
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0124871
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.218014
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.081678
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.186679
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.273623
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.212035
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.336053
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0572766
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10544212
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20415419
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30284665
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40472800
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50443454
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0126
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions025265
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1044450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2077550
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3077891
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40100250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50149024
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.090068
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions025265
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions025265
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions025265
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RICHARD J BOVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02155456006
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ARCH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PHILADELPHIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode019103
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION'S PRINCIPAL ACTIVITY IS TO CONTRIBUTE TO OTHER IRC 501 C 3 ORGANIZATIONS;
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025265
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0unrestricted to general funds
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ORGANIZATIONS SEE ATTACHMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 C 3 PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Bement School Oakwood School Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20Island Dolphin Care Stockton Rush F
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019103
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear025265
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear025265
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028386
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1018097
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2056871
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3063876
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4076847
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50127203
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus03121
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY03121
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50124082
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0215691
IRS990PF/UndistributedIncome/ExcessFromYear1018097
IRS990PF/UndistributedIncome/ExcessFromYear2056871
IRS990PF/UndistributedIncome/ExcessFromYear3063876
IRS990PF/UndistributedIncome/ExcessFromYear4076847
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions025265
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0339773
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0342894
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0302981
OtherAssetsSchedule/OtherAssets/BOYBookValue1-13492
OtherAssetsSchedule/OtherAssets/Description0BFP CONTRIBUTION
OtherAssetsSchedule/OtherAssets/Description1LESS UNRECOGNIZED APPRECIATION
OtherAssetsSchedule/OtherAssets/Description2LESS PARTNERSHIP DISTRIBUTION
OtherAssetsSchedule/OtherAssets/EOYBookValue0302981
OtherAssetsSchedule/OtherAssets/EOYBookValue1-17764
OtherAssetsSchedule/OtherAssets/EOYFMV0338898
OtherExpensesSchedule/OtherExpenses/Description0SMITH BARNEY FMA FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherIncomeSchedule2/OtherIncome/Description0BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/Description1BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/Description2BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/Description3BARTOL PARTNERSHIP FLOW THROUGH
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12247
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BARTOL FLOW THROUGH FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome12247
TaxesSchedule/Taxes/Amount0766
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome0766
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0061662514
ReturnHeader/Filer/InCareOfName0% RICHARD J BOVE
ReturnHeader/Filer/Name/BusinessNameLine10Bartol Charitable Foundation
ReturnHeader/Filer/NameControl0BART
ReturnHeader/Filer/Phone02155456006
ReturnHeader/Filer/USAddress/AddressLine10PO Box 15874
ReturnHeader/Filer/USAddress/City0Philadelphia
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019103
ReturnHeader/Officer/DateSigned02012-05-10
ReturnHeader/Officer/Name0Richard J Bove
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bove & Associates
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106301 N Placita Arista
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Tucson
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode085718
ReturnHeader/Preparer/Phone05205773000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T18:48:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,694
Liabilities
$0
Net assets
$400,694
Revenue
-
Expenses
$29,553
Net income
-
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
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
2011Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03
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