Carolyn Rice Bartlett Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-5824614

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 01, 2022

Organization Profile

6 Scott CrescentAustin, TX 78703

(512) 477-7470

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

6.4%

Higher net margin than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

0.3%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

1.8%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

Flat

$1,370,793

Flat from 2021

Net Assets

$1,370,793

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin38th percentile

Revenue

Flat

$69,219

Flat from 2021

Expenses

Flat

$64,767

Flat from 2021

Net Income

Flat

$4,452

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2021

Assets$1,370,793

Liabilities$0

Net Assets$1,370,793

Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

Highlighted filing

2021

Revenue$69,219

Expenses$64,767

Net Income$4,452

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Jun 1, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CAROLYN BARTLETT	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Carolyn Bartlett Charitable Foundation
EIN: 20-5824614
Phone: 5124777470
Address: 6 SCOTT CRESCENT, AUSTIN, TX 78703

Signing Officer

Name: Carolyn Bartlett
Title: Trustee
Phone: 5124777470
Signed: 2022-06-01
Discuss with paid preparer: No

Preparer

Firm: John Andrew Croom Iii Pc
Address: 100 CONGRESS AVE SUITE 2000, AUSTIN, TX 78701
Preparer: John a Croom
Phone: 5124782984

Raw XML Appendix348 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/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	5
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	63500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	63500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	4452
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	69219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	7
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	69214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	69214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	63500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	64767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	69219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	69219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1267
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	60
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	4452
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1370793
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1370793
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	3592
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	3592
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	3592
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	4554
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	962
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	981
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	1245443
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	7113
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	85350
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	1387
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	4554
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	91076
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	92463
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	020.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	CAROLYN BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	63500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	63500
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	69219
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	153961
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt	0	78801
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt	0	5941
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	130867
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	132325
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	63500
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind	0	X
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CAROLYN BARTLETT
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5124777470
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	78703
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	ANYTIME PRIOR TO 12/31 CURRENT YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	9	5000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	7	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	8	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	9	OPERATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	10	OPERATION EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AUSTIN GROUPS FOR THE ELDERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	AUSTIN PLAYHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CANDELIGHT RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	CASA MEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	HOSPICE AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	KLRU PBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	KMFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	KUT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	9	WATER TO THRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	10	WILD HORSE SANCTUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	11	ZACHARY SCOTT THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	11	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	9	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	10	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	11	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3710 CEDAR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	6001 AIRPORT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 26367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	6705 SHADOW CREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	4107 SPICEWOOD SPRINGS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	2504 WHITIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	PO BOX 6200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	1710 RED RIVER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	1303 SAN ANTONIO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	8701 N MOPAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	10	PO BOX 2946
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	11	1510 TOOMEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	10	SANTA FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	11	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	10	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	11	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	78752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	78755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	75093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	78759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	78712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	78762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	78701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	78701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	78751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	10	87504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	11	78704
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	63500
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	3592
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	3592
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	61000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	60682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	60935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	68249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	75224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	75224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	310774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	59908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	61000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	60682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	60935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	68249
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	63500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	59908
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	385998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	326090
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1191566
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ANNUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1245443
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1245443
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	SUPPLIES AND POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	LINCOLN FINANCIAL ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PROTECTIVE LIFE
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	NATIONAL WESTERN
OtherIncomeSchedule2/OtherIncomeDetail/Desc	3	GREAT AMERICAN LIFE INSURANCE
OtherIncomeSchedule2/OtherIncomeDetail/Desc	4	LINCOLN NATIONAL LIFE INSURANCE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	3828
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	7295
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	38713
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	3	7895
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	4	11483
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	3828
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	7295
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	38713
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	3	7895
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	4	11483
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CAROLYN BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5124777470
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CAROLYN BARTLETT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CARO
ReturnHeader/Filer/EIN	0	205824614
ReturnHeader/Filer/PhoneNum	0	5124777470
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6 SCOTT CRESCENT
ReturnHeader/Filer/USAddress/CityNm	0	AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	742782998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JOHN ANDREW CROOM III PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	100 CONGRESS AVE SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	78701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5124782984
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN A CROOM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-06-05T02:31:58-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BARTLETT
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,370,793
Liabilities: $0
Net assets: $1,370,793
Revenue: $69,219
Expenses: $64,767
Net income: $4,452

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.05	$0.06	$0.00
2023Summary only. Only limited summary data is available for this year.	$1.37	$0.00		$0.05	$0.05	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.07	$0.06	$0.00
2021Summary only. Only limited summary data is available for this year.	$1.37	$0.00		$0.07	$0.06	$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.37	$0.00	$1.37	$0.07	$0.07	$0.00
2019Summary only. Only limited summary data is available for this year.	$1.37	$0.00		$0.05	$0.07	$0.02
2015Summary only. Only limited summary data is available for this year.	$1.72	$0.00		$0.08	$0.08	$0.00
2014Summary only. Only limited summary data is available for this year.	$1.72	$0.00		$0.09	$0.08	$0.02
2013Summary only. Only limited summary data is available for this year.	$1.70	$0.00		$0.09	$0.08	$0.01
2012Summary only. Only limited summary data is available for this year.	$1.81	$0.00		$0.09	$0.09	$0.00
2011Summary only. Only limited summary data is available for this year.	$1.80	$0.00		$0.10	$0.09	$0.02