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KEVIN AND DEBORAH BARTZ FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KEVIN AND DEBORAH BARTZ FOUNDATION (EIN 82-3371379)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-09
IRS object ID
202532829349101113
Schema version
2024v5.2
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)
Return2025-10-09T16:06:52-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823371379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kevin and Deborah Bartz FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlKEVIBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKevin BartzPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,342,284FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$161,120InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$161,120InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$161,120TotalRevAndExpnssAmt
Total Net Invst Incm$161,120TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$131OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$131OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,841TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$40,342OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$40,342OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,314TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$40,473TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$569,795ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$569,795ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$613,109TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$610,268TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$451,989ExcessRevenueOverExpensesAmt
Net Investment Income$161,120NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,794,273SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,342,284SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,342,284SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$14,794,273TotalAssetsBOYAmt
Total Assets EOY$14,342,284TotalAssetsEOYAmt
Total Assets EOYFMV$14,342,284TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$14,794,273RetainedEarningBOYAmt
Retained Earning EOY$14,342,284RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,794,273TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,342,284TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,794,273TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,342,284TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,794,273TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$451,989ExcessRevenueOverExpensesAmt
Subtotal$14,342,284SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,342,284TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,240InvestmentIncomeExciseTaxAmt
Subtotal$2,240SubtotalAmt
Tax Based On Investment Income$2,240TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$540ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Deborah Bartz
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Kevin Bartz
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Treas1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PAX CHRISTI HOSPITALITY CENTER: THE FOUNDATION COORDINATES WITH A LOCAL HOMELESS SHELTER TO BUY GROCERIES AND PREPARE FREE DINNERS FOR THE LOCAL HOMELESS COMMUNITY.Description1Txt
Expenses1$198Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,656,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,656,584TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,656,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$219,849CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,436,735NetVlNoncharitableAssetsAmt
Minimum Investment Return$721,837MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$721,837MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,240TaxBasedOnInvestmentIncomeAmt
Total Tax$2,240TotalTaxAmt
Distributable Before Adj$719,597DistributableBeforeAdjAmt
Distributable Before Ded$719,597DistributableBeforeDedAmt
Distributable As Adjusted$719,597DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$610,268ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$610,268QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$719,597DistributableAsAdjustedAmt
Undistributed Income PY$601,797UndistributedIncomePYAmt
Qualifying Distributions$610,268QualifyingDistributionsAmt
Applied To Year1$601,797AppliedToYear1Amt
Applied To Current Year$8,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$711,126UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDeborah BartzContributingManagerNm
Contributing ManagerKevin BartzContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ABWE FOUNDATION INC
PO BOX 8585HARRISBURGPA17105N/APCRio Bueno Chile project$20,000
C Redstall
NONEIScholarship Grant$35,00025 Cobham GreenLeamington SpaWarwickshireUKCV31 2TH
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD M/C 5-32PASADENACA91125N/APCGeneral & Unrestricted$25,000
CAMPUS CRUSADE FOR CHRIST INC
PO BOX 628222ORLANDOFL32862N/APCsupport the upcoming work led by Benjamin Perez in Chiang Mai, Thailand$1,000
CHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AN
100 JERICHO QUADRANGLE STE 220JERICHONY11753N/APCGeneral & Unrestricted$25,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
245 SUMMER ST MZ-NM438BOSTONMA02210N/APCKevin and Deborah Bartz Fund$34,545
GORDON COLLEGE
255 GRAPEVINE RDWENHAMMA01984N/APCGeneral & Unrestricted$25,000
GRACE PRESBYTERIAN CHURCH
1225 MONTAUK HWYWATER MILLNY11976N/APCGeneral & Unrestricted$10,000
INTERVARSITY CHRISTIAN FELLOWSHIP- USA
PO BOX 7895MADISONWI53707N/APCGeneral & Unrestricted$5,000
JOYCORPS PROJECT
PO BOX 8696FAYETTEVILLEAR72703N/APCGeneral & Unrestricted$5,000
LANAI ACADEMY OF PERFORMING ARTS INC
PO BOX 631124LANAI CITYHI96763N/APCGeneral & Unrestricted$10,000
MARITIME EXPLORIUM AT PORT JEFF HARBOR
101 E BROADWAYPRT JEFFERSONNY11777N/APCGeneral & Unrestricted$2,500
MYRIAD USA INC
551 FIFTH AVE SUITE 2400NEW YORKNY10176N/APCPEN Pals - Practical Education Network$10,000
P Miller
NONEIScholarship Grant$37,750Street 25A Dihikopatan -6PokharaNepalNP33700
PIVOTWORKS INC
75 NORTH MAIN ST SUITE 2075RANDOLPHMA02368N/APCGeneral & Unrestricted$100,000
PRESBYTERIAN CHURCH IN AMERICA TRINITY PRESBYTERIA
875 AULOA RDKAILUAHI96734N/APCGeneral & Unrestricted$10,000
RESURGENCE CHURCH INC
115 PINELAWN AVESHIRLEYNY11967N/APCGeneral & Unrestricted$50,000
SCHOOLNOVA AT STONY BROOK INC
4 MONDAVI LNEAST SETAUKETNY11733N/APCGeneral & Unrestricted$5,000
SMITHTOWN GOSPEL TABERNACLE INC
1 HIGBIE DRSMITHTOWNNY11787N/APCSmithtown Christian School$10,000
THREE VILLAGE CHURCH
322 RTE 25AEAST SETAUKETNY11733N/APCGeneral & Unrestricted$113,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STANDOVERMA01810N/APCGeneral & Unrestricted$25,000
WORLD GOSPEL MISSION
PO BOX 948MARIONIN46952N/APCGaney family's work$5,000
YOUNG LIFE
PO BOX 5184HARLANIA51593N/APCsupport the work led by Gina LaRusso$4,000
YOUNG LIFE
PO BOX 5184HARLANIA51593N/APCsupport the work led by Michael Martinez, Northern Brookhaven$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$569,795TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161,120ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$161,120ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,120TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$39,767$39,767
Digital Subscriptions$50$50
DCA EXPENSE$198$198
Office Supplies$150$150
Postage/Delivery Service$63$63
State or Local Filing Fees$25$25
Website Hosting/Support$89$89

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPhilanthropic Consulting SrvcsCategoryTxt
Amt$131Amt
Disbursements Charitable Prps$131DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$1,700
990-PF Excise Tax for 2023$1,141