Civic Intelligence

Willard E Bartel Foundation

990PF • Fiscal year 2011 • EIN 95-3958158

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 02, 2012

465 Elizabeth CT93465-8766
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$331,543

Flat from 2011

Net Assets

$331,543

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$14,557

Flat 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.

$800K$600K$400K$200K$0Assets 2010: $322,428Liabilities 2010: $0Net Assets 2010: $322,4282010Assets 2011: $331,543Liabilities 2011: $0Net Assets 2011: $331,5432011Assets 2011: $331,543Liabilities 2011: $12011Assets 2012: $348,363Liabilities 2012: $12012Assets 2013: $353,399Liabilities 2013: $0Net Assets 2013: $353,3992013Assets 2014: $419,088Liabilities 2014: $0Net Assets 2014: $419,0882014Assets 2015: $411,626Liabilities 2015: $0Net Assets 2015: $411,6262015Assets 2016: $397,717Liabilities 2016: $0Net Assets 2016: $397,7172016Assets 2017: $404,155Liabilities 2017: $0Net Assets 2017: $404,1552017Assets 2018: $410,432Liabilities 2018: $0Net Assets 2018: $410,4322018Assets 2019: $404,509Liabilities 2019: $0Net Assets 2019: $404,5092019Assets 2020: $604,622Liabilities 2020: $0Net Assets 2020: $604,6222020Assets 2021: $675,283Liabilities 2021: $0Net Assets 2021: $675,2832021Assets 2022: $587,924Liabilities 2022: $0Net Assets 2022: $587,9242022Assets 2023: $499,144Liabilities 2023: $0Net Assets 2023: $499,1442023Assets 2024: $446,859Liabilities 2024: $0Net Assets 2024: $446,8592024

Highlighted filing

2011

Assets$331,543
Liabilities$0
Net Assets$331,543

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $21,9362010Expenses 2011: $14,5572011Revenue 2011: $23,672Expenses 2011: $14,557Net Income 2011: $9,1152011Revenue 2012: $32,705Expenses 2012: $15,885Net Income 2012: $16,8202012Revenue 2013: $21,484Expenses 2013: $16,448Net Income 2013: $5,0362013Revenue 2014: $87,555Expenses 2014: $21,866Net Income 2014: $65,6892014Revenue 2015: $21,255Expenses 2015: $28,717Net Income 2015: -$7,4622015Revenue 2016: $13,921Expenses 2016: $27,830Net Income 2016: -$13,9092016Revenue 2017: $30,649Expenses 2017: $24,211Net Income 2017: $6,4382017Revenue 2018: $38,827Expenses 2018: $32,550Net Income 2018: $6,2772018Revenue 2019: $31,254Expenses 2019: $36,877Net Income 2019: -$5,6232019Revenue 2020: $231,344Expenses 2020: $31,231Net Income 2020: $200,1132020Revenue 2021: $125,675Expenses 2021: $54,165Net Income 2021: $71,5102021Revenue 2022: -$24,481Expenses 2022: $62,878Net Income 2022: -$87,3592022Revenue 2023: -$33,806Expenses 2023: $51,674Net Income 2023: -$85,4802023Revenue 2024: $7,956Expenses 2024: $60,241Net Income 2024: -$52,2852024

Highlighted filing

2011

Revenue-
Expenses$14,557
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 2, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E BARTELTrustee-$0--
JAMES E BARTELTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARING FOR ORPHANS - MOZGENERAL-TEMECULA, CA, US$3,000
Paid GrantCHINO VALLEY YMCAGENERAL-CHINO, CA, US$2,500
Paid GrantWORLD HARVEST MISSIONGENERAL-JENKINTOWN, PA, US$1,200
Paid GrantMORNING STAR YOUTH RANCHHELP FOR ABUSED CHILDREN-PASO ROBLES, CA, US$1,000
Paid GrantCOVENANT PRESBY CHURCHGENERAL-PASO ROBLES, CA, US$1,000
Paid GrantNORTH COUNTY CHRISTIAN SCHOOLGENERAL-FLORISSANT, MO, US$1,000
Paid GrantCHINO HISTORICAL SOCIETYGENERAL-CHINO, CA, US$300
Paid GrantTLC INTERNATIONAL FOUNDATIONGENERAL-SAN DIEGO, CA, US$50
Filing and Contact Details

Filer

EIN
95-3958158
Raw XML Appendix321 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.

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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0430
CompensationExplanation/Compensation/PersonName0RICHARD E BARTEL
CompensationExplanation/Compensation/PersonName1JAMES E BARTEL
ExplnOfNonFilingWithAGStmt/Statement0CA FORM 199 IS FILED WITH CALIFORNIA FRANCHISE TAX BOARD.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis03770
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1112095
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12009-06
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1123471
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0MERRILL LYNCH STATEMENT - SHORT TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1MERRILL LYNCH STATEMENT - LONG TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet054
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet111376
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue062000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0PREFERRED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0227254
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue037000
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IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome012242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses023672
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03991
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04507
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY062000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY062000
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0221484
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0227254
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY037000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY037000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0322428
IRS990PF/BalanceSheets/RetainedEarningsEOY0331543
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01944
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0322428
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses09115
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0331543
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017086
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017086
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017086
IRS990PF/DistributableAmount/MinimumInvestmentReturn017251
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0165
IRS990PF/DistributableAmount/TotalTax0165
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0165
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0165
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0165
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0165
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05289
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0350274
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01836
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0348438
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05254
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn017251
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0345020
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0350274
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RICHARD E BARTEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES E BARTEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10465 ELIZABETH CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117840 BOLERO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TEMPLETON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1RIVERSIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0934658766
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192509
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct019503
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.056288
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.054476
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.037474
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.064235
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.080814
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.044441
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010490
IRS990PF/QualifyingDistributions/ExpensesAndContributions010490
IRS990PF/QualifyingDistributions/QualifyingDistributions010490
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WIECHELMAN ACCOUNTANCY CORP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05624043730
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1017409 MARQUARDT AVE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090703
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
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IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER, SUMMARY OF ACTIVITIES AND BUDGET.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0RICHARD BARTEL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10465 ELIZABETH CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0TEMPLETON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0934658766
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0PREFERENCE GIVEN TO AGRICULTURAL ENDEAVORS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount450
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HELP FOR ABUSED CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHINO HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CHINO VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MORNING STAR YOUTH RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13COVENANT PRESBY CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TLC INTERNATIONAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CARING FOR ORPHANS - MOZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WORLD HARVEST MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NORTH COUNTY CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 972
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115665 EDISON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121385 EXLINE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131450 GOLDEN HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 600393
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1545895 PIUTE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16101 WEST AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17845 DUNN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHINO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHINO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PASO ROBLES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PASO ROBLES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5TEMECULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6JENKINTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7FLORISSANT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode091708
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode191710
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode293446
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode393446
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492160
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode592592
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode619046
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode763031
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010050
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/AppliedToCurrentYear010490
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017086
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101631
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear305372
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40882
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06596
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06596
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01289
IRS990PF/UndistributedIncome/ExcessFromYear101289
IRS990PF/UndistributedIncome/QualifyingDistributions010490
IRS990PF/UndistributedIncome/TotalCorpus01289
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover07885
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03991
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03991
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount176
TaxesSchedule/Taxes/Category0FORM 199 FEE
TaxesSchedule/Taxes/Category1990-PF EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps010
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0953958158
ReturnHeader/Filer/Name/BusinessNameLine10WILLARD E BARTEL FOUNDATION
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone08054340982
ReturnHeader/Filer/USAddress/AddressLine10465 ELIZABETH CT
ReturnHeader/Filer/USAddress/City0TEMPLETON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0934658766
ReturnHeader/Officer/DateSigned02012-06-02
ReturnHeader/Officer/Name0RICHARD BARTEL
ReturnHeader/Officer/Phone08054340982
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-06-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIECHELMAN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1017409 MARQUARDT AVE A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CERRITOS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090703
ReturnHeader/Preparer/Name0JOSEPH H JULIEN CPA
ReturnHeader/Preparer/Phone05624043730
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-11T14:51:48-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.08$0.60$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.34$0.52$0.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$0.24$0.63$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$1.26$0.54$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$2.31$0.31$2.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.31$0.37$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.39$0.33$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.31$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.14$0.28$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.21$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.88$0.22$0.66
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.21$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$0.33$0.16$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.15
2011Summary only. Only limited summary data is available for this year.$3.32$0.00$0.24$0.15$0.09
2010Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.22