CAROLYN RICE BARTLETT CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN RICE BARTLETT CHARITABLE FOUNDATION (EIN 20-5824614)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-02
- IRS object ID
- 202432469349100408
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-02T09:16:56-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742782998 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN ANDREW CROOM III PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5003 CRESTWAY DR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205824614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN BARTLETT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 5124777470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SCOTT CRESCENT | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN BARTLETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5124777470 | PhoneNum |
| Signature | 2024-09-02 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A CROOM | PreparerPersonNm |
| PTIN | P01229405 | PTIN |
| Phone | 5124782984 | PhoneNum |
| Preparation | 2024-09-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,373,197 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52,180 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,180 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $45 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $45 | TravConfMeetingNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,350 | CashBOYAmt |
| Cash EOY | $25,375 | CashEOYAmt |
| Cash EOYFMV | $25,375 | CashEOYFMVAmt |
| Other Assets BOY | $1,249,012 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,347,822 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,347,822 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,374,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,373,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,373,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| No Donor Rstr Net Assests BOY | $1,374,362 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,373,197 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,374,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,373,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,374,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,373,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,374,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,373,197 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,373,197 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $708 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $708 | SubtotalAmt |
| Tax Based On Investment Income | $708 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $747 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CAROLYN BARTLETT | IndividualWithBooksNm |
| Phone | 5124777470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SCOTT CRESCENT | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN BARTLETT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SCOTT CRESCENT | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 020.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $88,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,750 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $95,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $708 | TotalTaxAmt |
| Distributable Before Adj | $4,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,008 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,008 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,908 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,008 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,092 | RemainingDistriFromCorpusAmt |
| Total Corpus | $347,415 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $60,935 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $286,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,682 | ExcessFromYear4Amt |
| Excess From Year3 | $61,000 | ExcessFromYear3Amt |
| Excess From Year2 | $59,908 | ExcessFromYear2Amt |
| Excess From Year1 | $56,798 | ExcessFromYear1Amt |
| Excess From Current Year | $48,092 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $52,180 | CurrentYearAmt |
| Year1 | $65,378 | Year1Amt |
| Year2 | $69,219 | Year2Amt |
| Year3 | $78,801 | Year3Amt |
| Total | $265,578 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,353 | CurrentYearAmt |
| Year1 | $55,571 | Year1Amt |
| Year2 | $58,836 | Year2Amt |
| Year3 | $66,981 | Year3Amt |
| Total | $225,741 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,716 | CurrentYearAmt |
| Year1 | $4,711 | Year1Amt |
| Year2 | $4,554 | Year2Amt |
| Year3 | $5,295 | Year3Amt |
| Total | $19,276 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN BARTLETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SCOTT CRESCENT | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124777470 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS IN WRITING AND INCLUDE DESCRIPTION OF BENEFITS AND WHO SERVED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ANYTIME PRIOR TO 12/31 CURRENT YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGE | ||||||
| 3710 CEDAR SR | AUSTIN | TX | 78705 | NONE | OPERATIONS | $10,000 |
| AUSTIN PLAYHOUSE | ||||||
| 405 W 22 | AUSTIN | TX | 78705 | NONE | OPERATIONS | $2,500 |
| CANDLELIGHT RANCH | ||||||
| PO BOX 26367 | AUSTIN | TX | 78654 | NONE | OPERATIONS | $10,000 |
| HOSPICE AUSTIN | ||||||
| 4107 SPICEWOOD SPRONGS RD | AUSTIN | TX | 78759 | NONE | OPERATIONS | $3,350 |
| IMPACT ARTS | ||||||
| PO BOX 28148 | AUSTIN | TX | 78751 | NONE | OPERATIONS | $5,000 |
| ST DAVIDS FOUNDATION | ||||||
| 1303 SAN ANTONIO | AUSTIN | TX | 78701 | NONE | OPERATIONS | $1,250 |
| SKY MOUNTAIN RANCH | ||||||
| 4360 SOUTH | VICTOR | ID | 83455 | NONE | OPERATIONS | $10,000 |
| UNIVERSITY OF TEXAS | ||||||
| 305 E 23 | AUSTIN | TX | 78705 | NONE | OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,100 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES | Desc |
| BOY Book Value | $1,249,012 | BOYBookValueAmt |
| EOY Book Value | $1,347,822 | EOYBookValueAmt |
| EOYFMV | $1,347,822 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LINCOLN FINANCIAL ANNUITY | $12,388 | $12,388 |
| NATIONAL WESTERN | $35,718 | $35,718 |
| MASS MUTUAL ASCEND LIFE | $4,074 | $4,074 |