Civic Intelligence

Barton Charitable Foundation

990PF • Fiscal year 2014 • EIN 20-8022889

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
32 McKinley PlaceGrosse Point Farms, MI 48236

(314) 729-0034

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-34%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$371,977

Down $10,164 (-2.7%) from 2013

Net Assets

$371,977

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Down

$44,829

Down $23,435 (-34%) from 2013

Expenses

Up

$54,993

Up $19,327 (+54%) from 2013

Net Income

Down

-$10,164

Down $42,762 (-131%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $364,522Liabilities 2011: $02011Assets 2012: $349,543Liabilities 2012: $02012Assets 2013: $382,141Liabilities 2013: $02013Assets 2014: $371,977Liabilities 2014: $0Net Assets 2014: $371,9772014Assets 2015: $581,940Liabilities 2015: $0Net Assets 2015: $581,9402015Assets 2016: $580,734Liabilities 2016: $0Net Assets 2016: $580,7342016Assets 2017: $624,412Liabilities 2017: $0Net Assets 2017: $624,4122017Assets 2018: $596,116Liabilities 2018: $0Net Assets 2018: $596,1162018Assets 2019: $545,924Liabilities 2019: $0Net Assets 2019: $545,9242019Assets 2020: $496,937Liabilities 2020: $0Net Assets 2020: $496,9372020Assets 2021: $595,856Liabilities 2021: $0Net Assets 2021: $595,8562021Assets 2022: $684,183Liabilities 2022: $0Net Assets 2022: $684,1832022Assets 2023: $612,395Liabilities 2023: $0Net Assets 2023: $612,3952023Assets 2024: $606,387Liabilities 2024: $0Net Assets 2024: $606,3872024

Highlighted filing

2014

Assets$371,977
Liabilities$0
Net Assets$371,977
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $16,634Expenses 2011: $47,359Net Income 2011: -$30,7252011Revenue 2012: $29,646Expenses 2012: $44,625Net Income 2012: -$14,9792012Revenue 2013: $68,264Expenses 2013: $35,666Net Income 2013: $32,5982013Revenue 2014: $44,829Expenses 2014: $54,993Net Income 2014: -$10,1642014Revenue 2015: $262,698Expenses 2015: $52,735Net Income 2015: $209,9632015Revenue 2016: $51,905Expenses 2016: $53,111Net Income 2016: -$1,2062016Revenue 2017: $95,265Expenses 2017: $51,587Net Income 2017: $43,6782017Revenue 2018: $30,333Expenses 2018: $49,937Net Income 2018: -$19,6042018Revenue 2019: $14,517Expenses 2019: $55,869Net Income 2019: -$41,3522019Revenue 2020: $24,828Expenses 2020: $73,814Net Income 2020: -$48,9862020Revenue 2021: $195,098Expenses 2021: $96,180Net Income 2021: $98,9182021Revenue 2022: $198,512Expenses 2022: $110,185Net Income 2022: $88,3272022Revenue 2023: $8,391Expenses 2023: $80,180Net Income 2023: -$71,7892023Revenue 2024: $82,634Expenses 2024: $88,643Net Income 2024: -$6,0092024

Highlighted filing

2014

Revenue$44,829
Expenses$54,993
Net Income-$10,164
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rufus K Barton IIITrustee-$0--
Bonnie B WolfarthTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barton Charitable Foundation
EIN
20-8022889
Phone
3147290034
Address
32 McKinley Place, Grosse Point Farms, MI 48236

Signing Officer

Name
Rufus K Barton III
Title
Trustee
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Planned Giving Concepts Inc
Address
10016 Office Center Ave 102, St Louis, MO 63128
Preparer
M John Brugere
Phone
3148490741
Raw XML Appendix255 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/AccountingFeesDetail/Amt03791
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Planned Giving Concepts, Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt018700
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt170548
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt019991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt193173
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01291
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0270592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0745534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0see attached
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03791
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023916
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043640
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020903
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020903
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10164
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0113164
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023916
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037326
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07503
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07503
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt043640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt044829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt023916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt023916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0113164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023916
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10164
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0371977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0382141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0371977
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042902
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042902
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042902
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043275
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0373
IRS990PF/DistributableAmountGrp/TotalTaxAmt0373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0175
IRS990PF/FMVAssetsEOYAmt0846919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0343970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0270592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0745534
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038171
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0101385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0101385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0382141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0846919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0382141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0382141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0382141
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0371977
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0878688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052283
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0826405
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013180
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043275
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0865508
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0878688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Rufus K Barton III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bonnie B Wolfarth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt032 McKinley Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 Beachview 3N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Grosse Pointe Farms
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vero Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt038630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt024736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt034789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt031145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.044633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.031435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.047349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.041079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.046930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.056373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0865508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0786888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0734729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0727774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0663653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0733679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt043640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.223166
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt043267
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt043640
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0373
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt043640
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/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0Rufus K Barton III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt032 McKinley Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Grosse Pointe Farms
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03147290034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Donates to 501(c)(3) charities. Solicitations for contributions or grants not accepted.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt02015 Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Capital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Capital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Washington & Lee University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICDS Mary Institute Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MICDS Mary Institute Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0204 W Washington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263124
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043640
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/AppliedToCurrentYearAmt042902
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02130
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01392
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0738
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02130
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01392
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisor fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07493
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rufus K Barton III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barton Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0208022889
ReturnHeader/Filer/PhoneNum03147290034
ReturnHeader/Filer/USAddress/AddressLine1Txt032 McKinley Place
ReturnHeader/Filer/USAddress/CityNm0Grosse Point Farms
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Planned Giving Concepts Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010016 Office Center Ave 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063128
ReturnHeader/PreparerPersonGrp/PhoneNum03148490741
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M John Brugere
ReturnHeader/ReturnTs02015-05-13T11:41:28-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,977
Liabilities
$0
Net assets
$371,977
Revenue
$44,829
Expenses
$54,993
Net income
-$10,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$0.83$0.89$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.12$0.08$0.80$0.72
2022Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$1.99$1.10$0.88
2021Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$1.95$0.96$0.99
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.25$0.74$0.49
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.15$0.56$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.30$0.50$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.95$0.52$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.52$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$2.63$0.53$2.10
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.45$0.55$0.10
2013Summary only. Only limited summary data is available for this year.$3.82$0.00$0.68$0.36$0.33
2012Summary only. Only limited summary data is available for this year.$3.50$0.00$0.30$0.45$0.15
2011Summary only. Only limited summary data is available for this year.$3.65$0.00$0.17$0.47$0.31