Civic Intelligence

Barton Charitable Foundation

990PF • Fiscal year 2015 • EIN 20-8022889

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
32 McKinley PlaceGrosse Point Farms, MI 48236

(314) 849-0741

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

486%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$581,940

Up $209,963 (+56%) from 2014

Net Assets

Up

$581,940

Up $209,963 (+56%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin96th percentile

Revenue

Up

$262,698

Up $217,869 (+486%) from 2014

Expenses

Down

$52,735

Down $2,258 (-4.1%) from 2014

Net Income

Up

$209,963

Up $220,127 (+2166%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2015

Assets$581,940
Liabilities$0
Net Assets$581,940
Open 2015 Filing

Operations Trend

Revenue Growth98th 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

2015

Revenue$262,698
Expenses$52,735
Net Income$209,963
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd 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
3148490741
Address
32 McKinley Place, Grosse Point Farms, MI 48236

Signing Officer

Name
Rufus K Barton III
Title
Trustee
Signed
2016-04-27
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 Appendix269 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/Amt03839
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Planned Giving Concepts, Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0114697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0359979
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0245282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0514699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0719121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0see attached
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03839
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0245574
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017104
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017104
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0209963
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0360271
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0245574
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0256350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06348
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042350
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0262698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262698
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0114697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0245282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0245282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0359979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0245574
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0209963
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0581940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0371977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0581940
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038182
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038182
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038182
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt040746
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02564
IRS990PF/DistributableAmountGrp/TotalTaxAmt02564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02564
IRS990PF/FMVAssetsEOYAmt0786362
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0270592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0514699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0719121
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0101385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt067241
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt067241
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0786362
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0371977
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0581940
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0827333
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0148686
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0678647
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012410
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt040746
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0814923
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0827333
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/AdjNetVlNoncharitableAssetsAmt035333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt037897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt034789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt029896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.043357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.049990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.031435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.047349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.041079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.046930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0814923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0865508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0786888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0734729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0727774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0663653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt042350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.216783
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt039786
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt042350
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt042350
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/LocationOfBooksUSAddress/AddressLine1Txt032 McKinley Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Grosse Pointe Farms
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048236
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/Amt04180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt516995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Capital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Learning Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Wash Hall Lobby Endowment Fnd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Learning Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MICDS Mary Institute Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICDS Mary Institute Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Washington & Lee University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Jemicy School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Paul's School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MICDS Mary Institute Country Day School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2204 W Washington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311 Celadon Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4170 Grosse Pointe Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Saint Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Saint Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Owings Mills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Grosse Pointe Farms
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Saint Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd563124
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042350
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/AppliedToCurrentYearAmt038182
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04906
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0738
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04168
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06298
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02130
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisor fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
TaxesSchedule/TaxesDetail/Amt0198
TaxesSchedule/TaxesDetail/CategoryTxt0Tax paid with 990
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rufus K Barton III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barton Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0208022889
ReturnHeader/Filer/PhoneNum03148490741
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/PreparationDt02016-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M John Brugere
ReturnHeader/ReturnTs02016-05-06T02:53:41-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$581,940
Liabilities
$0
Net assets
$581,940
Revenue
$262,698
Expenses
$52,735
Net income
$209,963
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