Nonprofit · EIN 06-6422458
BARTON FOUNDATION TR UA 122895
Also known as BARTON CORNELIUS J & CAROLYN P TTEE
Tax-exempt · STAMFORD, CT 06904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,881 | $8,122 | $18,759 | $157,460 | $0 | $157,460 |
| December 31, 2024 | 990-PF | $23,775 | $21,189 | $2,586 | $138,700 | $0 | $138,700 |
| December 31, 2023 | 990-PF | $13,007 | $11,381 | $1,626 | $136,118 | $0 | $136,118 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,259
- Net gain from sales of assets
- $23,622
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,968
- Excise tax on investment income
- $333
Balance sheet and other
- Total assets, start of year
- $138,700
- Total assets, end of year
- $157,460
- Total liabilities, end of year
- $0
- Net assets, end of year
- $157,460
- Fair market value of assets
- $249,438
- Qualifying distributions
- $4,968
- Net investment income
- $26,881
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN PATRICIA BARTON c/o Cummings Lockwood RGBS PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.15 | $0 |
| KATHLEEN BARTON CONWAY c/o Cummings Lockwood RGBS PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| TERENCE BARTON c/o Cummings Lockwood RGBS PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| ILA BRIDGET BARTON c/o Cummings Lockwood RGBS PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| MICHAEL SCOTT BARTON c/o Cummings Lockwood RGBS PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.15 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR CORNELIUS JAMES BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE (deceased July 12, 2024) | 0.05 | $0 |
| CAROLYN PATRICIA BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.15 | $0 |
| KATHLEEN BARTON CONWAY c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| TERENCE BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| ILA BRIDGET BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| MICHAEL SCOTT BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.15 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR CORNELIUS JAMES BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.15 | $0 |
| CAROLYN PATRICIA BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.15 | $0 |
| KATHLEEN BARTON CONWAY c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| TERENCE BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| ILA BRIDGET BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
| MICHAEL SCOTT BARTON c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | TRUSTEE | 0.05 | $0 |
Address and contacts
- Address (IRS master file)
- CO CUMMINGS LOCKWOOD RBGS BOX, STAMFORD, CT 06904-0000
- In care of
- % CUMMINGS & LOCKWOOD JRM
- Signed the 990-PF
- MICHAEL SCOTT BARTON, Trustee
- Phone
- (203) 351-4656
- Return prepared by
- Cummings & Lockwood LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6422458
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $157,460
- Income (IRS master file)
- $26,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $26,881 | $8,122 | $157,460 | IRS |
| 990-PF | December 2024 | $23,775 | $21,189 | $138,700 | IRS |
| 990-PF | December 2023 | $13,007 | $11,381 | $136,118 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6422458).
Questions about BARTON FOUNDATION TR UA 122895
- What is the EIN of BARTON FOUNDATION TR UA 122895?
- The employer identification number (EIN) of BARTON FOUNDATION TR UA 122895 is 06-6422458.
- Is BARTON FOUNDATION TR UA 122895 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BARTON FOUNDATION TR UA 122895 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARTON FOUNDATION TR UA 122895 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARTON FOUNDATION TR UA 122895 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARTON FOUNDATION TR UA 122895 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BARTON FOUNDATION TR UA 122895?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BARTON FOUNDATION TR UA 122895 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,881, expenses of $8,122 and total assets of $157,460 at year end.
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