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Also known as: TRUST INC
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David And Dr Alise Bartley Family Trust Inc. is a private corporation based in NAPLES, FL. The foundation received its IRS ruling in 2022. It holds total assets of $4.4M. Annual income is reported at $960K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. According to available records, David And Dr Alise Bartley Family Trust Inc. has made 2 grants totaling $30K, with a median grant of $15K. Grant recipients are concentrated in Florida. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
David And Dr Alise Bartley Family Trust Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in FL.
David And Dr Alise Bartley Family Trust Inc. has distributed a total of $30K across 2 grants. The median grant size is $15K, with an average of $15K. Individual grants have ranged from $15K to $15K.
David And Dr Alise Bartley Family Trust Inc. typically selects its grantees rather than accepting unsolicited proposals.
David And Dr Alise Bartley Family Trust Inc. is headquartered in NAPLES, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David W Bartley Ii | VICE PRESIDE | $0 | $0 | N/A |
| Alise G Bartley | PRESIDENT | $0 | $0 | N/A |
| Allison Godard | SECRETARY | $0 | $0 | N/A |
Total Giving
$228K
Total Assets
$4.5M
Fair Market Value
$4.8M
Net Worth
$4.5M
Grants Paid
$204K
Contributions
N/A
Net Investment Income
$86K
Distribution Amount
$229K
Total: $2.8M
Total Grants
2
Total Giving
$30K
Average Grant
$15K
Median Grant
$15K
Unique Recipients
1
Most Common Grant
$15K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys And Girls Club Of Collier CounGENERAL OPERATING ACTIVITIES | Naples, FL | $15K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL