Bartol Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 06-1662514

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

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.

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

-28%

Higher net margin than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

No value available

This filing does not contain officer compensation rows.

Source year 2015

-1.9%

Faster asset growth than 37% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

-73%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$3,004,612

Down $59,560 (-1.9%) from 2014

Net Assets

Down

$3,004,612

Down $59,560 (-1.9%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin16th percentile

Revenue

Down

$196,621

Down $536,728 (-73%) from 2014

Expenses

$252,656

Up $15,630 (+6.6%) from 2014

Net Income

Down

-$56,035

Down $552,358 (-111%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2015

Assets$3,004,612

Liabilities$0

Net Assets$3,004,612

Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2015

Revenue$196,621

Expenses$252,656

Net Income-$56,035

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Apr 26, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer PayScore unavailable

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
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: 2016-04-26

Preparer

Firm: Bove Associates
Address: 6301 N Placita Arista, Tucson, AZ 85718
Preparer: Richard J Bove
Phone: 5205773000

Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RICHARD J BOVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5205773000
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	212450
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	143180
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	143180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	51600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	170139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	50760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	18097
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	18097
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	341769
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	69270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	51600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	170139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	50760
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	212450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	69270
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	359866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	290596
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Bovanova Leasing
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	6301 N Placita Arista
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Tucson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	85718
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	6000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	20984
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	3043188
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	BFP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	MORGAN STANLEY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	MORGAN STANLEY 5055
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	20984
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	2983628
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	20984
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	2854439
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3525
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	NON INCOME DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MORGAN STANLEY INVESTMENT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BARTOL LIQUIDATING LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	BARTOL PARTNERSHIP NON TAXABLE DISTRIBUT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	35521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	BARTOL FLOW THROUGH FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	35521
TaxesSchedule/TaxesDetail/Amt	0	992
TaxesSchedule/TaxesDetail/Amt	1	973
TaxesSchedule/TaxesDetail/CategoryTxt	0	US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN COUNTRIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	973
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD J BOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5205773000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Bartol Charitable Foundation
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	6301 N Placita Arista
ReturnHeader/Filer/USAddress/CityNm	0	Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	85718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6301 N Placita Arista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85718
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Richard J Bove
ReturnHeader/ReturnTs	0	2016-04-26T12:49:09-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,004,612
Liabilities: $0
Net assets: $3,004,612
Revenue: $196,621
Expenses: $252,656
Net income: -$56,035

	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
2015Detailed filing. Detailed filing data is available for this year.	$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