Civic Intelligence

Barton Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-8022889

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

37th percentile

-2.3%

Higher net margin than 37% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$580,734

Down $1,206 (-0.2%) from 2015

Net Assets

Down

$580,734

Down $1,206 (-0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin37th percentile

Revenue

Down

$51,905

Down $210,793 (-80%) from 2015

Expenses

Up

$53,111

Up $376 (+0.7%) from 2015

Net Income

Down

-$1,206

Down $211,169 (-101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2016

Assets$580,734
Liabilities$0
Net Assets$580,734
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$51,905
Expenses$53,111
Net Income-$1,206
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th 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
Address
32 McKinley Place, Grosse Point Farms, MI 48236

Signing Officer

Name
Rufus K Barton
Title
Trustee
Signed
2017-04-25
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 Appendix302 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/Amt03718
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Planned Giving Concepts, Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt073798
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt196339
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt226433
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt063494
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1118644
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt250269
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-10304
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122305
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt223836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0558702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0752971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0see attached
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03718
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037054
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014840
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1206
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0233624
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037054
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06787
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt051905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt051905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06787
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt196339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt063494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1118644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037054
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1206
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0580734
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0581940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0580734
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037363
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037363
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037363
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037814
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0451
IRS990PF/DistributableAmountGrp/TotalTaxAmt0451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0451
IRS990PF/FMVAssetsEOYAmt0775003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0514699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0558702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0752971
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067241
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0580734
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0775003
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0580734
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0580734
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0581940
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0580734
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0767804
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt054184
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0713620
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011517
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037814
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0756287
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0767804
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/AdjNetVlNoncharitableAssetsAmt033076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt033527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt039786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt043267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt034789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.043735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.048822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.049990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.031435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.047349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.041079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0756287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0814923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0865508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0786888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0734729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0727774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.218675
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt039549
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0451
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040000
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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Capital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Capital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Purpose
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/BusinessNameLine1Txt3MICDS Mary Institute Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Churchill Center & School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Source
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Learning Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2204 W Washington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42021 Municipal Center Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 2458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 643446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532961
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632964
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt037363
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0738
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07543
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0738
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02637
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07543
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04906
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisor fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06787
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06787
TaxesSchedule/TaxesDetail/Amt02577
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0Tax paid with 990
TaxesSchedule/TaxesDetail/CategoryTxt1Penalty on unpaid taxes
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rufus K Barton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barton Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0208022889
ReturnHeader/Filer/USAddress/AddressLine1Txt032 McKinley Place
ReturnHeader/Filer/USAddress/CityNm0Grosse Point Farms
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C3146E7B99E272718003FCA8F2C78DEC1990C46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C3146E7B99E272718003FCA8F2C78DEC1990C46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.184.225.226
ReturnHeader/FilingSecurityInformation/IPDt02017-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:27:27
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/PreparationDt02017-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M John Brugere
ReturnHeader/ReturnTs02017-04-27T12:35:56-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$580,734
Liabilities
$0
Net assets
$580,734
Revenue
$51,905
Expenses
$53,111
Net income
-$1,206
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