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DAVID AND DR. ALISE BARTLEY FAMILY TRUST, INC. - Florida Company Profile

Company Details

Entity Name: DAVID AND DR. ALISE BARTLEY FAMILY TRUST, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 02 Dec 2021 (3 years ago)
Last Event: RESTATED ARTICLES
Event Date Filed: 09 Dec 2021 (3 years ago)
Document Number: N21000013749
FEI/EIN Number 87-3765924

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1185 Immokalee Road, NAPLES, FL, 34110, US
Mail Address: 1185 Immokalee Road, NAPLES, FL, 34110, US
ZIP code: 34110
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BARTLEY ALISE G President 1185 IMMOKALEE RD STE 300, NAPLES, FL, 34110
BARTLEY, II DAVID W Vice President 1185 IMMOKALEE RD STE 300, NAPLES, FL, 34110
GODARD ALLISON Secretary 1185 IMMOKALEE RD STE 300, NAPLES, FL, 34110
BROWN DANIEL J Agent 3411 TAMIAMI TRAIL NORTH, NAPLES, FL, 34103

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-16 1185 Immokalee Road, Suite 300, NAPLES, FL 34110 -
CHANGE OF MAILING ADDRESS 2024-04-16 1185 Immokalee Road, Suite 300, NAPLES, FL 34110 -
RESTATED ARTICLES 2021-12-09 - -

Documents

Name Date
ANNUAL REPORT 2024-04-16
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-04-19
Restated Articles 2021-12-09
Domestic Non-Profit 2021-12-02

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
87-3765924 Corporation Unconditional Exemption 1185 IMMOKALEE RD STE 300, NAPLES, FL, 34110-4807 2022-07
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 4452763
Income Amount 3648654
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_87-3765924_DAVIDANDDRALISEBARTLEYFAMILYTRUSTINC_01242022_00.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name DAVID AND DR ALISE BARTLEY FAMILY TRUST INC
EIN 87-3765924
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID AND DR ALISE BARTLEY FAMILY TRUST INC
EIN 87-3765924
Tax Period 202112
Filing Type E
Return Type 990PF
File View File

Date of last update: 01 May 2025

Sources: Florida Department of State