STRATEGY STUDIO / PUBLIC DATA EXPLORER

BARTHOLOW BROS EDCATIONAL CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BARTHOLOW BROS EDCATIONAL CHARITABLE TR (EIN 30-6113014)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-05
IRS object ID
202321259349101762
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-05-05T14:38:41-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460434947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELO PROF LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1316 SORENSEN DRIVEAddressLine1Txt
CityCHAMBERLAINCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57325ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306113014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARTHOLOW BROTHERS EDUCATIONAL CHARBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARTBusinessNameControlTxt
Phone6057346810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1118 PROSPECT AVE PO BOX 65AddressLine1Txt
CityCHAMBERLAINCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57325ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETTY ISBURGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6057346810PhoneNum
Signature2023-05-04SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBETTYPersonFirstNm
Person LastISBURGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT C RAUENHORSTPreparerPersonNm
PTINP01790139PTIN
Phone6052346055PhoneNum
Preparation2023-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$883,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,116InterestOnSavNetInvstIncmAmt
Other Income Rev And Expnss$2,500OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$10,616TotalRevAndExpnssAmt
Total Net Invst Incm$3,116TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,781CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$781CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$657LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$657LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$533AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$433AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$101TaxesRevAndExpnssAmt
Taxes Net Invst Incm$101TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$91OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$91OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,163TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,073TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,090TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,073TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,047ExcessRevenueOverExpensesAmt
Net Investment Income$2,043NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$260CashBOYAmt
Cash EOY$1,641CashEOYAmt
Cash EOYFMV$1,642CashEOYFMVAmt
Sav And Temp Cash Invst BOY$922,290SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$881,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$881,861SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$922,550TotalAssetsBOYAmt
Total Assets EOY$883,503TotalAssetsEOYAmt
Total Assets EOYFMV$883,503TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
Donor Rstr Net Assets BOY$922,550DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$883,503DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$922,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$883,503TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$922,550TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$883,503TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$922,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,047ExcessRevenueOverExpensesAmt
Subtotal$883,503SubtotalAmt
Tot Net Ast Or Fund Balances EOY$883,503TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28InvestmentIncomeExciseTaxAmt
Subtotal$28SubtotalAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Tax Due$28TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBETTY ISBURGIndividualWithBooksNm
Phone6057346810PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 65AddressLine1Txt
CityCHAMBERLAINCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57325ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBETTY ISBURGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 65AddressLine1Txt
CityCHAMBERLAINCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57325ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$5,781CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$902,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$902,235TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$902,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,534CashDeemedCharitableAmt
Net Vl Noncharitable Assets$888,701NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,435MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,435MinimumInvestmentReturnAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Total Tax$28TotalTaxAmt
Distributable Before Adj$44,407DistributableBeforeAdjAmt
Distributable Before Ded$44,407DistributableBeforeDedAmt
Distributable As Adjusted$44,407DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,590ExpensesAndContributionsAmt
Qualifying Distributions$48,590QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,407DistributableAsAdjustedAmt
Undistributed Income PY$5,879UndistributedIncomePYAmt
Qualifying Distributions$48,590QualifyingDistributionsAmt
Applied To Year1$5,879AppliedToYear1Amt
Applied To Current Year$42,711AppliedToCurrentYearAmt
Undistributed Income CY$1,696UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBETTY ISBURGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 65AddressLine1Txt
CityCHAMBERLAINCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57325ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6057346810RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORWIN MORH-EYMER
1451 STADIUM ROADBROOKINGSSD57007SCHOLARSHIP$5,000
BRIAR ROSE SCHWEITER
1451 STADIUM ROADBROOKINGSSD57007SCHOLARSHIP$5,000
COLTON COLLINS
1800 E SPRUCE STMITCHELLSD57301SCHOLARSHIP$5,000
TYSON FLOYD
1800 E SPRUCE STMITCHELLSD57301SCHOLARSHIP$5,000
MARISSA FREEMAN
1800 E SPRUCE STMITCHELLSD57301SCHOLARSHIP$5,000
ABBY HUTMACHER
414 E CLARK STREETVERMILLIONSD57069SCHOLARSHIP$5,000
NOAH MCNAUGHTON
82 WASHINGTON AVE NMADISONSD57042SCHOLARSHIP$5,000
RACHEL HOFFER
82 WASHINGTON AVE NMADISONSD57042SCHOLARSHIP$5,000
JOHANNA HOPE HERMAN
1800 E SPRUCE STMITCHELLSD57042SCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPY SCHOLARSHIP REFUNDDesc
Exclusion1ExclusionCd
Exclusion$2,500ExclusionAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,116RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,500ExclusionAmt
Related Or Exempt Function Incm$3,116RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,616TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBETTY ISBURGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 65AddressLine1Txt
CityCHAMBERLAINCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57325ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$533Amt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$433DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryANNUAL TRUSTEE LEGAL EXPENSECategoryTxt
Legal Fees$657LegalFeesAmt
Disbursements Charitable Prps$657DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS FEES$91$91

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPY SCHOLARSHIP REFUNDDesc
Revenue And Expenses Per Books$2,500RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$101Amt
Net Investment Income$101NetInvestmentIncomeAmt