Barton Charlotte R Trust Uw

  • Pittsburgh, PA
  • Tax-exempt since Jan. 1995
  • EIN: 23-6272160

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,774
Expenses
$25,576
Net Income
-$802
Net Assets
$384,335
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,069
48.7%
Sales of Assets $12,308
49.7%
Other Income $397
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,073
82.4%
Compensation of Officers* $7,505
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $384,335
Total Liabilities $0
Net Assets $384,335
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $7,505 $0

Document Links

990-PF
Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,512
Expenses
$25,771
Net Income
-$19,259
Net Assets
$385,133
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,215
> 100%
Sales of Assets -$703
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,094
81.9%
Compensation of Officers* $6,886
26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $385,133
Total Liabilities $0
Net Assets $385,133
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $6,886 $0

Document Links

990-PF
Filed on May 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,052
Expenses
$32,009
Net Income
$7,043
Net Assets
$404,408
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,355
18.8%
Sales of Assets $31,697
81.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,901
84.0%
Compensation of Officers* $7,402
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $404,408
Total Liabilities $0
Net Assets $404,408
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $7,402 $0

Document Links

990-PF
Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,243
Expenses
$29,880
Net Income
$5,363
Net Assets
$397,389
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,818
33.5%
Sales of Assets $23,244
66.0%
Other Income $181
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,945
83.5%
Compensation of Officers* $8,225
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $397,389
Total Liabilities $0
Net Assets $397,389
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $8,225 $0

Document Links

990-PF
Filed on May 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,413
Expenses
$27,383
Net Income
-$10,970
Net Assets
$392,025
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,087
43.2%
Sales of Assets $9,326
56.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,404
81.8%
Compensation of Officers* $6,890
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $392,026
Total Liabilities $1
Net Assets $392,025
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $6,890 $0

Document Links

990-PF
Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,230
Expenses
$24,638
Net Income
$5,592
Net Assets
$402,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,127
26.9%
Sales of Assets $22,103
73.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,276
82.3%
Compensation of Officers* $6,847
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $402,995
Total Liabilities $1
Net Assets $402,994
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $6,847 $0

Document Links

990-PF
Filed on July 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,408
Expenses
$28,460
Net Income
-$4,052
Net Assets
$397,403
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,841
36.2%
Sales of Assets $15,567
63.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,948
84.1%
Compensation of Officers* $7,201
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $397,403
Total Liabilities $0
Net Assets $397,403
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $7,201 $0

Document Links

990-PF
Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,554
Expenses
$26,370
Net Income
-$816
Net Assets
$422,131
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,072
27.7%
Sales of Assets $18,482
72.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,099
83.8%
Compensation of Officers* $7,118
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $422,131
Total Liabilities $0
Net Assets $422,131

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,191
Expenses
$29,179
Net Income
-$17,988
Net Assets
$422,947
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,888
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,945
78.6%
Compensation of Officers* $7,674
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $422,947
Total Liabilities $0
Net Assets $422,947

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,456
Expenses
$24,807
Net Income
$23,649
Net Assets
$440,935
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,053
26.9%
Sales of Assets $35,403
73.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,034
80.8%
Compensation of Officers* $7,598
30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $440,935
Total Liabilities $0
Net Assets $440,935

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,729
Expenses
$24,233
Net Income
-$13,504
Net Assets
$417,286
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,129
85.1%
Sales of Assets $1,600
14.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,837
81.9%
Compensation of Officers* $7,248
29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $417,286
Total Liabilities $0
Net Assets $417,286

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,179
Expenses
$27,962
Net Income
-$19,783
Net Assets
$430,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,170
99.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,949
85.6%
Compensation of Officers* $6,674
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $430,790
Total Liabilities $0
Net Assets $430,790

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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