Civic Intelligence

Barton Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-8022889

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

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

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

27th percentile

-4.5%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$596,116

Down $28,296 (-4.5%) from 2017

Net Assets

Down

$596,116

Down $28,296 (-4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin7th percentile

Revenue

Down

$30,333

Down $64,932 (-68%) from 2017

Expenses

Down

$49,937

Down $1,650 (-3.2%) from 2017

Net Income

Down

-$19,604

Down $63,282 (-145%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$596,116
Liabilities$0
Net Assets$596,116
Open 2018 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

2018

Revenue$30,333
Expenses$49,937
Net Income-$19,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

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
2019-05-01
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 Appendix305 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/Amt03977
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Planned Giving Concepts, Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0436514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0687393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0see attached
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03977
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013638
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016292
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016292
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-19604
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0242532
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0403
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0403
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013638
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030333
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0960
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt049937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0153006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10898
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0142108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0see attached form 8949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1see attached form 8949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013638
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19604
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08692
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0604808
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0624412
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0596116
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047117
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047117
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047117
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047420
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0303
IRS990PF/DistributableAmountGrp/TotalTaxAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0303
IRS990PF/FMVAssetsEOYAmt0846995
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0581507
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0436514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0687393
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042905
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0159602
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0159602
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0624412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0596116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0846995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0624412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0596116
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0624412
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0596116
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0624412
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0596116
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0962852
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0904157
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014443
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047420
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0948409
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0962852
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/AdjNetVlNoncharitableAssetsAmt043672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt043975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt039122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt039549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt039786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt043267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.046048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.047701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.052294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.048822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.049990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.031435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0948409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0820154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0756287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0814923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0865508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0786888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.230242
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044697
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0303
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045000
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12018 Annual 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/GrantOrContributionPurposeTxt7General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Bellaire Youth Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Washington & Lee University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Bellaire Youth Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Churchill Center & School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Source
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MICDS Mary Institute Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Learning Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GIFFORD Youth Achievement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Churchill Center & School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9University Liggett School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1204 W Washington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32021 Municpal Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 2458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 N Warson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 643446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74875 43rd Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82021 Municipal Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91045 Cook Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bellaire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bellaire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Grosse Pointe Woods
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432961
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd563124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732967
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd863131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd948236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt045000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0608
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02659
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05296
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07413
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08692
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Misc. itemized dedn. subj. to 2 AGI
TaxesSchedule/TaxesDetail/Amt0888
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/CategoryTxt0Tax paid with 990
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax paid
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rufus K Barton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/AtSubmissionCreationDeviceId0923B24059DB8D07AD0B18DEC5BF4F1EE066D4F7E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06B11E4FB9532151A14AE12BA22D5CDD2DF10FB22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.68.134.192
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:23:08
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/PreparationDt02019-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M John Brugere
ReturnHeader/ReturnTs02019-05-01T02:25:01-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$596,116
Liabilities
$0
Net assets
$596,116
Revenue
$30,333
Expenses
$49,937
Net income
-$19,604
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
2018Detailed filing. Detailed filing data is available for this year.$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