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

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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 (4 years ago)
Last Event: RESTATED ARTICLES
Event Date Filed: 09 Dec 2021 (4 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

Employer Identification Number (EIN) :
87-3765924
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)
Ruling Date:
2022-07
National Taxonomy Of Exempt Entities:
Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Deductibility:
Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letters

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Date of last update: 03 Jun 2025

Sources: Florida Department of State