Nonprofit · EIN 26-2852365
WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION
Tax-exempt (reinstated) · LEXINGTON, KY 40502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $287,288 | $233,306 | $53,982 | $1,431,902 | $0 | $1,431,902 |
| December 31, 2024 | 990-PF | $186,015 | $210,100 | -$24,085 | $1,377,920 | $0 | $1,377,920 |
| December 31, 2023 | 990-PF | $7,202 | $292,396 | -$285,194 | $1,402,102 | $0 | $1,402,102 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $55,206
- Interest
- $232
- Net gain from sales of assets
- $231,850
Expenses
- Grants and similar amounts paid
- $202,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $203,220
- Excise tax on investment income
- $3,621
Balance sheet and other
- Total assets, start of year
- $1,377,920
- Total assets, end of year
- $1,431,902
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,431,902
- Fair market value of assets
- $5,737,516
- Qualifying distributions
- $203,220
- Net investment income
- $287,288
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 |
|---|---|---|---|
| MARY BARTRAM STURGILL HARTLEY 1582 LAKEWOOD COURT, LEXINGTON, KY 40502 | SEC/TREASURER | 0 | $0 |
| RICHARD A STURGILL 1582 LAKEWOOD COURT, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
| EMILY B HARTLEY 1582 LAKEWOOD COURT, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY BARTRAM STURGILL HARTLEY 1256 MANCHESTER ST, LEXINGTON, KY 40504 | SEC/TREASURER | 0 | $0 |
| RICHARD A STURGILL 1256 MANCHESTER ST, LEXINGTON, KY 40504 | DIRECTOR | 0 | $0 |
| EMILY B HARTLEY 1256 MANCHESTER ST, LEXINGTON, KY 40504 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY BARTRAM STURGILL HARTLEY 1256 MANCHESTER ST, LEXINGTON, KY 40504 | SEC/TREASURER | 0 | $0 |
| RICHARD A STURGILL 1256 MANCHESTER ST, LEXINGTON, KY 40504 | DIRECTOR | 0 | $0 |
| EMILY B HARTLEY 1256 MANCHESTER ST, LEXINGTON, KY 40504 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1582 LAKEWOOD CT, LEXINGTON, KY 40502-2566
- In care of
- % WILLIAM BARTRAM STURGILL
- Signed the 990-PF
- MARY B S HARTLEY, DIRECTOR
- Phone
- (859) 233-4334
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
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
- 26-2852365
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,431,902
- Income (IRS master file)
- $375,891
Revocation and reinstatement
- Exemption revoked
- May 15, 2011
- Posted by the IRS
- February 22, 2012
- Reinstated
- Effective May 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $287,288 | $233,306 | $1,431,902 | IRS |
| 990-PF | December 2024 | $186,015 | $210,100 | $1,377,920 | XML |
| 990-PF | December 2023 | $7,202 | $292,396 | $1,402,102 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 26-2852365).
Questions about WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION
- What is the EIN of WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION is 26-2852365.
- Is WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective May 15, 2011.
- Are donations to WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION 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 WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION 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 WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM BARTRAM AND ELOISE WILLIAMS STURGILL FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $287,288, expenses of $233,306 and total assets of $1,431,902 at year end.
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