Civic Intelligence

Willard E Bartel Foundation

990PF • Fiscal year 2012 • EIN 95-3958158

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

Organization Profile
465 Elizabeth CT93465-8766
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$348,363

Flat from 2012

Net Assets

$348,363

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$15,885

Flat from 2012

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: $12011Assets 2012: $348,363Liabilities 2012: $0Net Assets 2012: $348,3632012Assets 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

2012

Assets$348,363
Liabilities$0
Net Assets$348,363
Open 2012 Filing

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $21,9362010Revenue 2011: $23,672Expenses 2011: $14,557Net Income 2011: $9,1152011Expenses 2012: $15,8852012Revenue 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

2012

Revenue-
Expenses$15,885
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
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 GrantCHINO VALLEY YMCAGENERAL-CHINO, CA, US$2,000
Paid GrantCARING FOR ORPHANS - MOZGENERAL-TEMECULA, CA, US$2,000
Paid GrantMORNING STAR YOUTH RANCHHELP FOR ABUSED CHILDREN-PASO ROBLES, CA, US$1,500
Paid GrantWORLD HARVEST MISSIONGENERAL-JENKINTOWN, PA, US$1,000
Paid GrantFOOD BANK COALITION OF SLO COUNTYDISTRIBUTES FOOD TO NEEDY-PASO ROBLES, CA, US$1,000
Paid GrantMISSION AVIATION FELLOWSHIPMEDICAL ASSISTANCE-NAMPA, ID, US$1,000
Paid GrantTREE OF LIFEPREGNANCY CRISIS CENTER-ATASCADERO, CA, US$1,000
Paid GrantTHE FAMILY CARE NETWORK INCSERVES FOSTER CHILDREN-SAN LUIS OBISPO, CA, US$900
Paid GrantST ANDREWS ACADEMYGENERAL-CHESTERLAKE ALMANOR, CA, US$500
Paid GrantSAN LUIS OBISPO CLASSICAL ACADEMYGENERAL-SAN LUIS OBISPO, CA, US$250
Filing and Contact Details

Filer

EIN
95-3958158
Raw XML Appendix354 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/Amount0540
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0540
CompensationExplanation/Compensation/PersonName0RICHARD E BARTEL
CompensationExplanation/Compensation/PersonName1JAMES E BARTEL
ExplnOfNonFilingWithAGStmt/Statement0CA FORM 199 IS FILED WITH CALIFORNIA FRANCHISE TAX BOARD.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue012360
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue112455
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV014922
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV112445
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AEGON NV PFD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1MORGAN STANLEY CAP VIII CAP SEC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2PNC CAPITAL TRUST D TRUST PFD SECS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3USB CAPITAL X DEP INT TR PFD SECS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4USB CAPITAL X
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5WACHOVIA CAP TR IV TRSUT PFD SECS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0311995
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0330234
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08632
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome022429
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01644
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount010276
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome022429
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA032705
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0540
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0540
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome011397
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm022429
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps011150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss011150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm08632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm08632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08632
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses016820
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0229114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm01644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01644
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss022429
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome028145
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm01121
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03993
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm027
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome011397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps011150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss015885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome032705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses032705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04735
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY062000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY024815
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV027367
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0227254
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0311995
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0330234
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY037000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0331543
IRS990PF/BalanceSheets/RetainedEarningsEOY0348363
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05289
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY011553
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV011553
IRS990PF/BalanceSheets/TotalAssetsBOY0331543
IRS990PF/BalanceSheets/TotalAssetsEOY0348363
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0369154
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0331543
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0348363
IRS990PF/BalanceSheets/TotalNetAssetsBOY0331543
IRS990PF/BalanceSheets/TotalNetAssetsEOY0348363
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome022429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis017630
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14991
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2184064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-11-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MERRILL LYNCH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1MERRILL LYNCH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MERRILL LYNCH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1483
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss219445
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1483
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses219445
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice018268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15474
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2203509
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss01121
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses016820
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0348363
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0331543
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0348363
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017298
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017298
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017298
IRS990PF/DistributableAmount/MinimumInvestmentReturn017861
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0563
IRS990PF/DistributableAmount/TotalTax0563
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0563
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0563
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0563
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0567
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0369154
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0362665
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05436
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0357229
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05440
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn017861
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0357225
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0362665
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
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/AdjNonchrtblAssetsAndOnePct019386
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets019105
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.053481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.030404
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.054476
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.037474
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.064235
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.080814
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0357225
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10345020
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20330405
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30389600
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40365890
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50441408
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0281
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011150
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1010490
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2017999
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3014600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4023503
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5035672
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.267403
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011150
IRS990PF/QualifyingDistributions/ExpensesAndContributions011150
IRS990PF/QualifyingDistributions/QualifyingDistributions011150
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WIECHELMAN ACCOUNTANCY CORP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05624043730
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1017409 MARQUARDT AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CERRITOS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090703
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
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
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/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/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1HELP FOR ABUSED CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SERVES FOSTER CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5DISTRIBUTES FOOD TO NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6MEDICAL ASSISTANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9PREGNANCY CRISIS CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHINO VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MORNING STAR YOUTH RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CARING FOR ORPHANS - MOZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WORLD HARVEST MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE FAMILY CARE NETWORK INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FOOD BANK COALITION OF SLO COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MISSION AVIATION FELLOWSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ST ANDREWS ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19TREE OF LIFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine105665 EDISON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111385 EXLINE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1245895 PIUTE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13101 WEST AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143765 S HIGUERA ST STE 10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 2070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 47
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 3601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 3050
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine197730 MORRO ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHINO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PASO ROBLES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TEMECULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3JENKINTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN LUIS OBISPO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PASO ROBLES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6NAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7SAN LUIS OBISPO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8CHESTERLAKE ALMANOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9ATASCADERO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6ID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode091710
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode193446
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode292592
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode319046
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode593447
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode683653
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode7934033601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode896020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode993422
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear011150
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/AppliedToCurrentYear011150
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017298
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201289
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01289
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01289
IRS990PF/UndistributedIncome/QualifyingDistributions011150
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01289
IRS990PF/UndistributedIncome/UndistributedIncomeCY04859
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03993
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03993
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount1165
TaxesSchedule/Taxes/Amount227
TaxesSchedule/Taxes/Category0FORM 199 FEE
TaxesSchedule/Taxes/Category1990-PF EXCISE TAX
TaxesSchedule/Taxes/Category2FOREIGN TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome027
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-04-30
ReturnHeader/Officer/Name0RICHARD BARTEL
ReturnHeader/Officer/Phone08054340982
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIECHELMAN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1017409 MARQUARDT AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CERRITOS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0907039072
ReturnHeader/Preparer/Name0JOSEPH H JULIEN CPA
ReturnHeader/Preparer/Phone05624043730
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T14:45:37-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,363
Liabilities
$0
Net assets
$348,363
Revenue
-
Expenses
$15,885
Net income
-
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
2012Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.16
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$0.33$0.16$0.17
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