Nonprofit · EIN 22-3512759
MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC
Tax-exempt · PRINCETON, NJ 08540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $729,901 | $775,318 | -$45,417 | $3,427,532 | $0 | $3,427,532 |
| December 31, 2024 | 990-PF | $830,973 | $1,117,829 | -$286,856 | $3,472,949 | $0 | $3,472,949 |
| December 31, 2023 | 990-PF | $595,364 | $823,308 | -$227,944 | $3,759,805 | $0 | $3,759,805 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $83,390
- Dividends
- $87,713
- Interest
- $151
- Net gain from sales of assets
- $558,647
Expenses
- Grants and similar amounts paid
- $694,344
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $740,212
- Excise tax on investment income
- $8,495
Balance sheet and other
- Total assets, start of year
- $3,472,949
- Total assets, end of year
- $3,427,532
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,427,532
- Fair market value of assets
- $6,363,810
- Qualifying distributions
- $740,212
- Net investment income
- $646,511
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 |
|---|---|---|---|
| MARGARET W BARTLETT PO BOX 303, BOCA GRANDE, FL 33921 | VICE PRESIDENT | 0 | $0 |
| JOHN P BARTLETT 19 CLEVELAND LANE, PRINCETON, NJ 08540 | CO-PRESIDENT AND TREASURER | 0 | $0 |
| STEPHEN W BARTLETT 885 PARK AVE APT 8C, NEW YORK, NY 10075 | CO-PRESIDENT AND SECRETARY | 0 | $0 |
| ELIOT PIERCE 19 CLEVELAND LANE, PRINCETON, NJ 08540 | VICE PRESIDENT | 0 | $0 |
| ERIC B SENSENBRENNER 19 CLEVELAND LANE, PRINCETON, NJ 08540 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET W BARTLETT PO BOX 303, BOCA GRANDE, FL 33921 | VICE PRESIDENT | 0 | $0 |
| JOHN P BARTLETT 19 CLEVELAND LANE, PRINCETON, NJ 08540 | CO-PRESIDENT AND TREASURER | 0 | $0 |
| STEPHEN W BARTLETT 885 PARK AVE APT 8C, NEW YORK, NY 10075 | CO-PRESIDENT AND SECRETARY | 0 | $0 |
| ELIOT PIERCE 19 CLEVELAND LANE, PRINCETON, NJ 08540 | VICE PRESIDENT | 0 | $0 |
| ERIC B SENSENBRENNER 19 CLEVELAND LANE, PRINCETON, NJ 08540 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET W BARTLETT PO BOX 303, BOCA GRANDE, FL 33921 | VICE PRESIDENT | 0 | $0 |
| JOHN P BARTLETT 19 CLEVELAND LANE, PRINCETON, NJ 08540 | CO-PRESIDENT AND TREASURER | 0 | $0 |
| STEPHEN W BARTLETT 885 PARK AVE APT 8C, NEW YORK, NY 10075 | CO-PRESIDENT AND SECRETARY | 0 | $0 |
| ELIOT PIERCE 19 CLEVELAND LANE, PRINCETON, NJ 08540 | VICE PRESIDENT | 0 | $0 |
| ERIC B SENSENBRENNER 19 CLEVELAND LANE, PRINCETON, NJ 08540 | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 19 CLEVELAND LN, PRINCETON, NJ 08540-3049
- In care of
- % JOHN BARTLETT
- Signed the 990-PF
- JOHN BARTLETT, CO-PRESIDENT
- Phone
- (908) 232-1000
- Return prepared by
- RRBB ADVISORS 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
- 22-3512759
- 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)
- $3,427,532
- Income (IRS master file)
- $1,522,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $729,901 | $775,318 | $3,427,532 | IRS |
| 990-PF | December 2024 | $830,973 | $1,117,829 | $3,472,949 | XML |
| 990-PF | December 2023 | $595,364 | $823,308 | $3,759,805 | XML |
| 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 22-3512759).
Questions about MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC
- What is the EIN of MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC?
- The employer identification number (EIN) of MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC is 22-3512759.
- Is MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC 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 MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC 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 MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MARGARET AND MARSHALL BARTLETT FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $729,901, expenses of $775,318 and total assets of $3,427,532 at year end.
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