Civic Intelligence

The Bartenbach Foundation Trust

990PF • Fiscal year 2025 • EIN 20-6969674

Mar 01, 2024 to Feb 28, 2025 • Filed on Mar 22, 2025

Organization Profile
173-58 Croydon RoadJamaica Estates, NY 11432

(718) 658-3878

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.00x

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

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-11%

Higher net margin than 39% of similar nonprofits.

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2025 filings • NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

135%

Faster revenue growth than 85% of similar nonprofits.

2025 filings • NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$30,668

Down $4,367 (-12%) from 2024

Net Assets

Down

$30,668

Down $4,367 (-12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin39th percentile

Revenue

Up

$19,617

Up $11,284 (+135%) from 2024

Expenses

Up

$21,749

Up $13,016 (+149%) from 2024

Net Income

Down

-$2,132

Down $1,732 (-433%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2012: $56,753Liabilities 2012: $02012Assets 2013: $53,253Liabilities 2013: $02013Assets 2014: $47,579Liabilities 2014: $02014Assets 2015: $41,041Liabilities 2015: $02015Assets 2016: $42,761Liabilities 2016: $02016Assets 2020: $40,376Liabilities 2020: $02020Assets 2021: $35,683Liabilities 2021: $0Net Assets 2021: $35,6832021Assets 2022: $36,439Liabilities 2022: $0Net Assets 2022: $36,4392022Assets 2023: $35,435Liabilities 2023: $0Net Assets 2023: $35,4352023Assets 2024: $35,035Liabilities 2024: $0Net Assets 2024: $35,0352024Assets 2025: $30,668Liabilities 2025: $0Net Assets 2025: $30,6682025

Highlighted filing

2025

Assets$30,668
Liabilities$0
Net Assets$30,668
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $5,334Expenses 2012: $6,286Net Income 2012: -$9522012Revenue 2013: $6,326Expenses 2013: $9,899Net Income 2013: -$3,5732013Revenue 2014: $8,055Expenses 2014: $13,729Net Income 2014: -$5,6742014Revenue 2015: $7,345Expenses 2015: $13,391Net Income 2015: -$6,0462015Revenue 2016: $8,199Expenses 2016: $6,480Net Income 2016: $1,7192016Revenue 2020: $15,743Expenses 2020: $15,853Net Income 2020: -$1102020Revenue 2021: $13,408Expenses 2021: $15,010Net Income 2021: -$1,6022021Revenue 2022: $13,540Expenses 2022: $17,155Net Income 2022: -$3,6152022Revenue 2023: $11,119Expenses 2023: $12,137Net Income 2023: -$1,0182023Revenue 2024: $8,333Expenses 2024: $8,733Net Income 2024: -$4002024Revenue 2025: $19,617Expenses 2025: $21,749Net Income 2025: -$2,1322025

Highlighted filing

2025

Revenue$19,617
Expenses$21,749
Net Income-$2,132
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Mar 22, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bartenbach Foundation Trust
EIN
20-6969674
Phone
7186583878
Address
173-58 CROYDON ROAD, JAMAICA ESTATES, NY 11432

Signing Officer

Name
Martha Bartenbach
Title
Trustee
Phone
7186583878
Signed
2025-03-22

Preparer

Firm
Henry Lievre
Address
262 FAIRFIELD DR E, HOLBROOK, NY 11741
Preparer
Henry T Lievre
Phone
6314380315
Raw XML Appendix247 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0IND WEALTH ADVISORY GROUP-TAX PR
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt028527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt051567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TD AMERITRADE-ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1METRO WEST MUTUAL FD -SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SCHWAB POSITIONS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0920
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01720
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03660
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2132
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02235
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032903
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035035
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030668
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02830
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02830
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02830
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02894
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt064
IRS990PF/DistributableAmountGrp/TotalTaxAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt064
IRS990PF/FMVAssetsEOYAmt053708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt028527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051567
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt035035
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt030668
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt035035
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053708
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt035035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030668
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt035035
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030668
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt057872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt057872
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02894
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057872
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt057872
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0MARTHA BARTENBACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011432
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt021720
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt021720
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0173-58 CROYDON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JAMAICA ESTATES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011432
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARTHA BARTENBACH
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07186583878
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARTHA BARTENBACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CO 17358 CROYDON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JAMAICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011432
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt02830
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012892
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012892
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060410
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012172
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021720
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018890
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073302
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054412
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARTHA BARTENBACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0173-58 CROYDON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JAMAICA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011432
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02235
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ TO BOOK/TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NOTICE OF AVAILABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY LAW DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA BARTENBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07186583878
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARTENBACH FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0206969674
ReturnHeader/Filer/PhoneNum07186583878
ReturnHeader/Filer/USAddress/AddressLine1Txt0173-58 CROYDON ROAD
ReturnHeader/Filer/USAddress/CityNm0JAMAICA ESTATES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011432
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY LIEVRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0262 FAIRFIELD DR E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011741
ReturnHeader/PreparerPersonGrp/PhoneNum06314380315
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY T LIEVRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-07T20:31:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,668
Liabilities
$0
Net assets
$30,668
Revenue
$19,617
Expenses
$21,749
Net income
-$2,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$19.6$21.7$2.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$0.00$35.0$8.33$8.73$0.40
2023Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$11.1$12.1$1.02
2022Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$13.5$17.2$3.62
2021Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$13.4$15.0$1.60
2020Summary only. Only limited summary data is available for this year.$40.4$0.00$15.7$15.9$0.11
2016Summary only. Only limited summary data is available for this year.$42.8$0.00$8.20$6.48$1.72
2015Summary only. Only limited summary data is available for this year.$41.0$0.00$7.35$13.4$6.05
2014Summary only. Only limited summary data is available for this year.$47.6$0.00$8.06$13.7$5.67
2013Summary only. Only limited summary data is available for this year.$53.3$0.00$6.33$9.90$3.57
2012Summary only. Only limited summary data is available for this year.$56.8$0.00$5.33$6.29$0.95