Nonprofit · EIN 88-1551637
VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND
Tax-exempt · SAN JOSE, CA 95128
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,585 | $5,335 | $8,250 | $396,008 | $2,329 | $393,679 |
| December 31, 2024 | 990-PF | $80,066 | $1,195 | $78,871 | $386,624 | $1,195 | $385,429 |
| December 31, 2023 | 990-PF | $7,442 | $122 | $7,320 | $306,558 | $0 | $306,558 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,585
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $500
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $4,000
Balance sheet and other
- Total assets, start of year
- $386,624
- Total assets, end of year
- $396,008
- Total liabilities, end of year
- $2,329
- Net assets, end of year
- $393,679
- Fair market value of assets
- $396,008
- Qualifying distributions
- $4,000
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 |
|---|---|---|---|
| LYNN M BARTZ 531 Pamlar Ave, San Jose, CA 95128 | PRESIDENT | 1 | $500 |
| RYAN W SLATTERY 314 Almendra Ave, Los Gatos, CA 95030 | SECRETARY | 0 | $0 |
| NATHAN C SLATTERY 435 S 7th St, San Jose, CA 95112 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN M BARTZ 531 Pamlar Ave, San Jose, CA 95128 | PRESIDENT | 1 | $450 |
| RYAN W SLATTERY 314 Almendra Ave, Los Gatos, CA 95030 | SECRETARY | 0 | $0 |
| NATHAN C SLATTERY 68 S 19TH ST, San Jose, CA 95116 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN M BARTZ 531 Pamlar Ave, San Jose, CA 95128 | PRESIDENT | 1 | $0 |
| RYAN W SLATTERY 314 Almendra Ave, Los Gatos, CA 95030 | SECRETARY | 0 | $0 |
| NATHAN C SLATTERY 68 S 19TH ST, San Jose, CA 95116 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 531 PAMLAR AVE, SAN JOSE, CA 95128-4222
- In care of
- % LYNN M BARTZ
- Signed the 990-PF
- Lynn M Bartz, President
- Phone
- (408) 656-5644
California records
California keeps its own records of charities and corporations. Search them by EIN 88-1551637 or by the name VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 88-1551637
- 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)
- $396,008
- Income (IRS master file)
- $13,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,585 | $5,335 | $396,008 | IRS |
| 990-PF | December 2024 | $80,066 | $1,195 | $386,624 | XML |
| 990-PF | December 2023 | $7,442 | $122 | $306,558 | XML |
| 990-PF | December 2022 | – | – | – | 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 88-1551637).
Questions about VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND
- What is the EIN of VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND?
- The employer identification number (EIN) of VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND is 88-1551637.
- Is VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND 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 VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND 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 VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $500 (LYNN M BARTZ, PRESIDENT).
- How much revenue does VICKI LYNN BARTZ MEMORIAL SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,585, expenses of $5,335 and total assets of $396,008 at year end.
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