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EIN 87-3765924

David and Dr Alise Bartley Family Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Naples
State
Florida
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
O00: Youth Development: General
Description
The David and Dr Alise Bartley Family Trust is a private foundation located in Naples, FL that primarily funds general operating activities. Its grantees include Boys and Girls Club Of Collier County, and it made one grant last year.
Total revenues
$-208,708
2023
Total expenses
$228,394
2023
Total assets
$4,452,763
2023
Num. employees
0
2023

Grants made by David and Dr Alise Bartley Family Trust

GranteeGrant descriptionAmount
Golisano Children's Museum of NaplesGeneral Operating Activities$50,000

Personnel at David and Dr Alise Bartley Family Trust

NameTitleCompensation
David W BartleyVice President$0

Financials for David and Dr Alise Bartley Family Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$106,846
Net rental income$0
Net gain from sale of non-inventory assets$-315,564
Gross sales of inventory$0
Miscellaneous revenues$10
Total revenues$-208,708

Form 990s for David and Dr Alise Bartley Family Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990PFView PDF
2022-122023-05-09990PFView PDF
2021-122022-11-15990PFView PDF
Data update history
August 6, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 23, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 5, 2023
Updated personnel
Identified 3 new personnel
May 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsYouth development programsCharities
Issues
Human servicesChildren
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
1185 Immokalee Rd Suite 300
Naples, FL 34110
Metro area
Naples-Marco Island, FL
County
Collier County, FL
Phone
(330) 418-3815
IRS details
EIN
87-3765924
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
O00: Youth Development: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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