2026-03-16T10:41:42-07:00 2025-12-31 934854650 Rebecca Agredano CPA 650 N Branson Ct Visalia CA 93291 990PF 2025-01-01 946102005 W P BARTLETT TRUST FUND WPBA 9515225034 PO BOX 790 PORTERVILLE CA 93258 JULIA INESTROZA Secretary 2026-03-11 true Rebecca Agredano CPA P01550154 5592968363 X 2025 2025-03-06 01:10:19Z X 2196092 X X 46233 46233 71139 268215 71198 117372 117431 4644 4644 1079 10410 16133 0 4644 91500 91500 107633 0 96144 9739 117431 87058 154658 154658 1154299 1082589 2041434 1241357 1237247 2196092 0 X 1241357 1237247 1241357 1237247 1241357 1237247 1241357 9739 1251096 13849 1237247 FIDELITY ADVISOR CHINA REGION P 2024-12-13 2025-01-16 441 676 -235 -235 SCHWAB US SMALL CAP ETF P 2025-01-01 2025-11-13 499 473 26 26 SCHWAB US SMALL CAP ETF P 2024-01-01 2025-11-13 32927 20278 12649 12649 VANGUARD COMMUNICATION SERVICES P 2018-12-14 2025-08-14 9838 4273 5565 5565 VANGUARD INDUSTRIALS ETF P 2018-12-14 2025-08-14 14817 6371 8446 8446 WCM INTERNATIONAL SMALL CAP P 2020-03-12 2025-01-16 25000 21781 3219 3219 FIDELITY ADVISOR CHINA REGION P 2024-01-01 2025-01-16 28378 43477 -15099 -15099 JPMORGAN CHASE P 2018-12-14 2025-01-16 38355 15099 23256 23256 JP MORGAN CHASE P 2024-01-01 2025-08-14 29147 12265 16882 16882 JP MORGAN CHASE P 2022-02-10 2025-11-13 15750 7896 7854 7854 SCHWAB FUNDAMNTL US SML P 2020-06-18 2025-08-14 19712 10576 9136 9136 SCHWAB LONG TERM US P 2024-01-01 2025-01-16 50781 53911 -3130 -3130 CAPITAL GAIN DIVIDENDS P 2024-01-01 2025-12-31 2570 2570 2570 Wash Sale 59 71198 -209 1632 1632 1632 1080 1080 552 0 false false false false false false false false true CA true false false false false true N/A JULIA INESTROZA 9515225034 PO BOX 790 PORTERVILLE CA 93258 false false false false false false false false false false false false false false false true false false false false false false false JULIA INESTROZA PO BOX 790 PORTERVILLE CA 93258 SEC/TREAS 0.00 0 ROBERT W HUGHES PO BOX 669 PORTERVILLE CA 93258 Trustee 0.00 0 EDUARDO PEREZ 477 E ABBOTT REEDLEY CA 93654 Trustee 0.00 0 NONE NONE PROVIDES EDUCATIONAL SCHOLARSHIPS TO PORTERVILLE, CALIFORNIA AREA COLLEGE AND HIGH SCHOOL STUDENTS. 91500 1898831 189144 0 2087975 0 2087975 31320 2056655 102833 102833 1632 1632 101201 101201 101201 96144 96144 101201 93745 96144 93745 0 2399 98802 X JULIA INESTROZA PO BOX 790 PORTERVILLE CA 93258 9515225034 APPLICATION IS ONLINE FOR A SET PERIOD OF TIME. THE DEADLINES VARY EVERY YEAR THE DECISION ON WHO RECEIVES THE SCHOLARSHIP IS MADE BY THE BARTLETT TRUSTEES. STUDENTS WHO ARE CONTINUING THEIR EDUCATION AT A 4 YEAR SCHOOL IN CALIFORNIA AND ARE FROM THE PORTERVILLE AREA ARE ELIGIBLE. PORTERVILLE COLLEGE FOUNDATION 100 EAST COLLEGE AVENUE PORTERVILLE CA 93257 NONE GOV EDUCATION 18000 BURTON SCHOOL DISTRICT 633 N WESTWOOD ST PORTERVILLE CA 93257 NONE GOV EDUCATION 8000 PORTERVILLE UNIFIED SCHOOL DISTRICT 600 W GRAND AVE PORTERVILLE CA 93257 NONE GOV EDUCATION 65500 91500 14 46233 18 71139 117372 117372 false false false false false false false false false false ACCOUNTING FEES 4644 0 0 4644 1037 SHARES EXXON MOBIL CORP 2293 124793 2000 SHARES FORD MOTOR CO 3465 26240 219 SHARES VANGUARD COMMUNICATION 17789 42410 250 SHARES APPLE INC 36913 67965 1969 SHARES BRISTOL MEYERS 27703 106208 300 SHARES ALPHABET INC 21419 93900 310 SHARES INVESCO S&P 500 EQUAL WEIGHT 31445 59435 2886 SHARES SCHWAB US LARGE ETF 31872 77664 1193 SHARES SCHWAB US SMALL 1931 SHARES SCHWAB FUNDAMENTAL US 44298 60835 753 SHARES FIDELITY CHINA REGION 456 SHARES VANGUARD FINANCIALS ETF 36879 60871 300 SHARES AMAZON 35736 69246 441 SHARES VANGUARD INTERNATIONAL 65783 50249 405 SHARES VANGUARD INDUSTRIALS 56288 120723 1968 SHARES B P PLC ADR 62001 68349 364 SHARES VANGUARD INFORMATION 70264 274081 4238 SHARES SCHWAB FUNDA EMG 115673 152823 379 SHARES JP MORGAN 60911 122120 4660 SHARES WCM INTERNATIONAL SMALL 83946 113414 7080 SHARES MORGAN STANLEY INTL 120541 196742 4838 SCHWAB US LONG TERM US 157370 153366 FEDERAL TAXES PAID 57 INVESTMENT FEES 10410 FOREIGN TAXES 1079