Nonprofit · EIN 87-3765924
DAVID AND DR ALISE BARTLEY FAMILY TRUST INC
Tax-exempt · NAPLES, FL 34110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $462,090 | $293,678 | $168,412 | $4,547,578 | $0 | $4,547,578 |
| December 31, 2024 | 990-PF | $192,577 | $264,352 | -$71,775 | $4,379,333 | $0 | $4,379,333 |
| December 31, 2023 | 990-PF | -$208,708 | $228,394 | -$437,102 | $4,452,763 | $0 | $4,452,763 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $109,569
- Interest
- $23,466
- Net gain from sales of assets
- $329,055
Expenses
- Grants and similar amounts paid
- $245,000
- Disbursements for charitable purposes
- $246,540
- Excise tax on investment income
- $5,742
Balance sheet and other
- Total assets, start of year
- $4,379,333
- Total assets, end of year
- $4,547,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,547,578
- Fair market value of assets
- $5,571,672
- Qualifying distributions
- $246,540
- Net investment income
- $457,117
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 |
|---|---|---|---|
| DAVID W BARTLEY II 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | VICE PRESIDE | 0 | $0 |
| ALISE G BARTLEY 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W BARTLEY II 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | VICE PRESIDE | 0 | $0 |
| ALISE G BARTLEY 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W BARTLEY II 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | VICE PRESIDE | 0 | $0 |
| ALISE G BARTLEY 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | PRESIDENT | 0 | $0 |
| ALLISON GODARD 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1185 IMMOKALEE RD STE 300, NAPLES, FL 34110-4807
- Signed the 990-PF
- DAVID W BARTLEY II, VICE PRESIDENT
- Phone
- (330) 418-3815
- Return prepared by
- MARTINBROWN CPAS & ADVISORS
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
- 87-3765924
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,547,578
- Income (IRS master file)
- $2,364,505
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $462,090 | $293,678 | $4,547,578 | IRS |
| 990-PF | December 2024 | $192,577 | $264,352 | $4,379,333 | IRS |
| 990-PF | December 2023 | -$208,708 | $228,394 | $4,452,763 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3765924).
Questions about DAVID AND DR ALISE BARTLEY FAMILY TRUST INC
- What is the EIN of DAVID AND DR ALISE BARTLEY FAMILY TRUST INC?
- The employer identification number (EIN) of DAVID AND DR ALISE BARTLEY FAMILY TRUST INC is 87-3765924.
- Is DAVID AND DR ALISE BARTLEY FAMILY TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DAVID AND DR ALISE BARTLEY FAMILY TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID AND DR ALISE BARTLEY FAMILY TRUST INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID AND DR ALISE BARTLEY FAMILY TRUST 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 DAVID AND DR ALISE BARTLEY FAMILY TRUST 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 DAVID AND DR ALISE BARTLEY FAMILY TRUST INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DAVID AND DR ALISE BARTLEY FAMILY TRUST INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $462,090, expenses of $293,678 and total assets of $4,547,578 at year end.
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