Bartol Charitable Foundation Inc
- Assets
- $2.9m
- Revenue
- $112.5k
- Investments
- $2.9m
- Employees
- 0
- Location
- Paradise Valley, AZ
- Founding
- 03/2003
- Data as of
- 12/2022
- EIN
- 06-1662514
Organization Overview
Bartol Charitable Foundation Inc is located in Paradise Valley, AZ. The organization was established in 2003. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bartol Charitable Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Bartol Charitable Foundation Inc generated $112.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.7%) each year. All expenses for the organization totaled $230.9k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION'S PRINCIPAL ACTIVITY IS TO CONTRIBUTE TO OTHER IRC 501 C 3 ORGANIZATIONS;
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
M Blair Macinnes Director | 0 | $0 | |
Richard J Bove Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,543 |
| Dividends & Interest | $66,950 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $41,025 |
| Capital Gain Net Income | $41,025 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $15 |
| Total Revenue | $112,533 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $9 |
| Taxes | $676 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,869 |
| Total operating and administrative expenses | $16,746 |
| Contributions, gifts, grants paid | $214,165 |
| Total expenses and disbursements | $230,911 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,851,606 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bartol Charitable Foundation Inc has awarded $214,165 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ORGANIZATIONS DETAIL AVAILABE AT OFFICE OF FDN PURPOSE: UNRESTRICTED TO GENERAL FUNDS | $160,300 |
SIERRA CLUB FDN PURPOSE: GENERAL PURPOSES, NO RESTRICTIONS | $53,865 |