Nonprofit · EIN 36-7210444
BARTELS FAMILY CHRTBL FOUNDATION TR
Also known as BARTELS ROBERT & NANCY TTEES
Tax-exempt · SOUTH BEND, IN 46624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $25,156 | $52,413 | -$27,257 | $592,877 | $0 | $592,877 |
| December 31, 2023 | 990-PF | $20,467 | $51,651 | -$31,184 | $617,343 | $0 | $617,343 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $25,060
- Net gain from sales of assets
- $88
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $45,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $45,525
- Excise tax on investment income
- $258
Balance sheet and other
- Total assets, start of year
- $617,343
- Total assets, end of year
- $592,877
- Total liabilities, end of year
- $0
- Net assets, end of year
- $592,877
- Fair market value of assets
- $1,052,602
- Qualifying distributions
- $45,525
- Net investment income
- $25,156
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY JO STOLL PO BOX 1280, SOUTH BEND, IN 46624 | TRUSTEE | 0.5 | $0 |
| ROBERT BARTELS JR PO BOX 1280, SOUTH BEND, IN 46624 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY JO STOLL PO BOX 1280, SOUTH BEND, IN 46624 | TRUSTEE | 0.5 | $0 |
| ROBERT BARTELS JR PO BOX 1280, SOUTH BEND, IN 46624 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1280, SOUTH BEND, IN 46624-1280
- In care of
- % ROBERT E BARTELS
- Signed the 990-PF
- AMY JO STOLL, TRUSTEE
- Phone
- (574) 236-8602
- Return prepared by
- CROWE LLP
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 | Not 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
- 36-7210444
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $592,877
- Income (IRS master file)
- $25,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $25,156 | $52,413 | $592,877 | IRS |
| 990-PF | December 2023 | $20,467 | $51,651 | $617,343 | 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 36-7210444).
Questions about BARTELS FAMILY CHRTBL FOUNDATION TR
- What is the EIN of BARTELS FAMILY CHRTBL FOUNDATION TR?
- The employer identification number (EIN) of BARTELS FAMILY CHRTBL FOUNDATION TR is 36-7210444.
- Is BARTELS FAMILY CHRTBL FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to BARTELS FAMILY CHRTBL FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARTELS FAMILY CHRTBL FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARTELS FAMILY CHRTBL FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARTELS FAMILY CHRTBL FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BARTELS FAMILY CHRTBL FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARTELS FAMILY CHRTBL FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,156, expenses of $52,413 and total assets of $592,877 at year end.
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