Civic Intelligence

W P Bartlett Trust Fund

990PF • Fiscal year 2012 • EIN 94-6102005

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 22, 2013

27349 Ave 13893257
Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$273,463

Down $12,942 (-4.5%) from 2011

Net Assets

Down

$265,463

Down $12,942 (-4.6%) from 2011

Liabilities

Flat

$8,000

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$78,147

Up $13,084 (+20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $295,760Liabilities 2010: $12,000Net Assets 2010: $283,7602010Assets 2011: $286,405Liabilities 2011: $8,000Net Assets 2011: $278,4052011Assets 2012: $273,463Liabilities 2012: $8,000Net Assets 2012: $265,4632012Assets 2013: $272,127Liabilities 2013: $14,000Net Assets 2013: $258,1272013Assets 2014: $272,885Liabilities 2014: $6,000Net Assets 2014: $266,8852014Assets 2015: $272,325Liabilities 2015: $0Net Assets 2015: $272,3252015Assets 2016: $277,445Liabilities 2016: $0Net Assets 2016: $277,4452016Assets 2017: $275,306Liabilities 2017: $0Net Assets 2017: $275,3062017Assets 2018: $878,382Liabilities 2018: $0Net Assets 2018: $878,3822018Assets 2019: $953,820Liabilities 2019: $0Net Assets 2019: $953,8202019Assets 2020: $1,032,863Liabilities 2020: $0Net Assets 2020: $1,032,8632020Assets 2021: $1,116,720Liabilities 2021: $0Net Assets 2021: $1,116,7202021Assets 2022: $1,251,348Liabilities 2022: $0Net Assets 2022: $1,251,3482022Assets 2023: $1,260,009Liabilities 2023: $0Net Assets 2023: $1,260,0092023Assets 2024: $1,241,357Liabilities 2024: $0Net Assets 2024: $1,241,3572024

Highlighted filing

2012

Assets$273,463
Liabilities$8,000
Net Assets$265,463

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $72,8662010Expenses 2011: $65,0632011Expenses 2012: $78,1472012Revenue 2013: $86,549Expenses 2013: $93,885Net Income 2013: -$7,3362013Revenue 2014: $93,700Expenses 2014: $84,942Net Income 2014: $8,7582014Revenue 2015: $99,772Expenses 2015: $94,332Net Income 2015: $5,4402015Revenue 2016: $94,965Expenses 2016: $89,845Net Income 2016: $5,1202016Revenue 2017: $89,804Expenses 2017: $91,943Net Income 2017: -$2,1392017Revenue 2018: $694,498Expenses 2018: $91,422Net Income 2018: $603,0762018Revenue 2019: $186,900Expenses 2019: $111,462Net Income 2019: $75,4382019Revenue 2020: $163,525Expenses 2020: $84,482Net Income 2020: $79,0432020Revenue 2021: $169,694Expenses 2021: $85,837Net Income 2021: $83,8572021Revenue 2022: $248,461Expenses 2022: $113,833Net Income 2022: $134,6282022Revenue 2023: $100,705Expenses 2023: $87,470Net Income 2023: $13,2352023Revenue 2024: $76,056Expenses 2024: $94,708Net Income 2024: -$18,6522024

Highlighted filing

2012

Revenue-
Expenses$78,147
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 22, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C RICHARDSONSec/Treas-$0--
ROBERT W HUGHESTrustee-$0--
LAURIE PUGHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATION-PORTERVILLE, CA, US$20,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$16,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$16,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$12,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$4,000
Approved Future Grant-EDUCATION-PORTERVILLE, CA, US$3,000
Approved Future Grant-EDUCATION-PORTERVILLE, CA, US$3,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$2,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$2,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$1,000
Paid Grant-EDUCATION-FRESNO, CA, US$1,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$1,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$1,000
Approved Future Grant-EDUCATION-PORTERVILLE, CA, US$1,000
Approved Future Grant-EDUCATION-PORTERVILLE, CA, US$1,000
Paid Grant-EDUCATION-PORTERVILLE, CA, US$100
Filing and Contact Details

Filer

EIN
94-6102005
Raw XML AppendixShowing 400 of 418 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/AccountingFees/AdjustedNetIncome0347
AccountingFeesSchedule/AccountingFees/Amount0695
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0348
CompensationExplanation/Compensation/PersonName0JOHN C RICHARDSON
CompensationExplanation/Compensation/PersonName1ROBERT W HUGHES
CompensationExplanation/Compensation/PersonName2LAURIE PUGH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis01419
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis18051
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired01977-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired11977-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired21977-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice06230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice13062
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice217351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0CITIGROUP INC NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1FORD MOTOR COMPANY NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2FORD MOTOR COMPANY NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet06230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11643
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet29300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue013425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1118256
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue29470
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue362001
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue434614
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue522334
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV099921
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1260720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV225900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV381948
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4969360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5169462
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0924SH CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18000SH BRISTOL MEYERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22000SH FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34000SH FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41968SH B P PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5172SH CITIGROUP INC-SPINOFF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock611200SH EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73750SH EDISON INTERNATIONAL
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount048032
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss048032
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-12942
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice026643
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss017173
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome047008
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0676
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0676
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01352
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IRS990PF/BalanceSheets/AccountsReceivable01317
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IRS990PF/BalanceSheets/GrantsPayableBOY08000
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0269570
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY08000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY08000
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0286405
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0278405
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IRS990PF/BalanceSheets/UnrestrictedBOY0278405
IRS990PF/BalanceSheets/UnrestrictedEOY0265463
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-12942
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0265463
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0278405
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0265463
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted080549
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj080549
IRS990PF/DistributableAmount/DistributableAmountBeforeDed080549
IRS990PF/DistributableAmount/MinimumInvestmentReturn081489
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0940
IRS990PF/DistributableAmount/TotalTax0940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0870
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue070
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01654604
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances025037
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01629567
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable024819
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn081489
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01629785
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01654604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN C RICHARDSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT W HUGHES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LAURIE PUGH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SEC/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1027349 AVE 138
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 669
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1219079 AVE 152
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PORTERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2PORTERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093257
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193258
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode293257
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct082546
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets082076
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050360
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.042519
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051331
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.061507
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.041856
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201316698
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2067588
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3082879
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4091934
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5080000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.251799
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions076100
IRS990PF/QualifyingDistributions/ExpensesAndContributions076100
IRS990PF/QualifyingDistributions/QualifyingDistributions076100
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN C RICHARDSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05597814927
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1027349 AVE 138
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTERVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093257
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10PROVIDE SCHOLARSHIPS TO PORTERVILLE AREA COLLEGE AND HIGH SCHOOL STUDENTS RANGING IN AMOUNT FROM 4,000-16,000. THIS FOUNDATION HAS ONLY ONE CHARITABLE ACTIVITY.
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0PROVIDED BY THE LOCAL SCHOOLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN C RICHARDSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05597814927
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1027349 AVE 138
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PORTERVILLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode093257
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE A STUDENT OF PORTERVILLE COLLEGE, PORTERVILLE HIGH SCHOOL, MONACHE HIGH SCHOOL, GRANITE HILLS HIGH SCHOOL, OR STRATHMORE HIGH SCHOOL.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0END OF SCHOOL YEAR
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount23000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount33000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution2EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution3EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0GRANITE HILLS HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1MONACHE HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2PORTERVILLE HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3STRATHMORE HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4ALEJANDRO RAMIREZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5KARINA FERNANDEZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6AUBREE HOLDWORTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7DENISE LOZANO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8HARMONY MAGNET SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9JOSHUA BUTLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10YONATHAN RODRIGUES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11PORTERVILLE COLLEGE FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101701 E PUTNAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11960 N NEWCOMB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12465 W OLIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13600 W GRAND AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14487 E OLIVEWOOD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17652 S OHIO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110200 N E ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111100 E COLLEGE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PORTERVILLE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PORTERVILLE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10PORTERVILLE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493257
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode693257
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode893257
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode993257
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1093257
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1193257
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture08000
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear076100
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01034
IRS990PF/UndistributedIncome/AppliedToYear1075066
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted080549
IRS990PF/UndistributedIncome/QualifyingDistributions076100
IRS990PF/UndistributedIncome/UndistributedIncomeCY079515
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear075066
TaxesSchedule/Taxes/AdjustedNetIncome0676
TaxesSchedule/Taxes/Amount01352
TaxesSchedule/Taxes/Category0TAX & LICENSES
TaxesSchedule/Taxes/NetInvestmentIncome0676
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0946102005
ReturnHeader/Filer/Name/BusinessNameLine10W P BARTLETT TRUST FUND
ReturnHeader/Filer/NameControl0WPBA
ReturnHeader/Filer/Phone05597814927
ReturnHeader/Filer/USAddress/AddressLine1027349 AVE 138
ReturnHeader/Filer/USAddress/City0PORTERVILLE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093257

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.25$0.11$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.16$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.69$0.09$0.60
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.09$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.27$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.09$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.27$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.28$0.07