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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2404626

DR JEFFREY R BARTEL SCHOLARSHIP FUND

Tax-exempt · TAUNTON, MA 02780

Financials

$9K$5K2023$7K$13K2024
Revenue Expenses · by fiscal year end
Financials of DR JEFFREY R BARTEL SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$7,026$12,500-$5,474$60,074$4,300$55,774
June 30, 2024990-EZ$9,461$5,000$4,461$65,548$4,300$61,248
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,280
Program service revenue
$0
Investment income
$4,746

Expenses

Grants and similar amounts paid
$12,500
Compensation of officers, directors and key employees
$0
Program services (functional)
$12,500

Balance sheet and other

Total assets, start of year
$65,548
Total assets, end of year
$60,074
Total liabilities, end of year
$4,300
Net assets, end of year
$55,774
Cash, savings and investments
$60,074
Gross receipts
$7,026

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Dianne BartelPresident1$0
Christopher BartelVice President1$0
Vicki MoitozaSecretary/Treasurer4$0
990-EZ for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
Dianne BartelPresident1$0
Christopher BartelVice President1$0
Vicki MoitozaSecretary/Treasurer4$0

Address and contacts

Address (IRS master file)
59 W WEIR ST, TAUNTON, MA 02780-4651
In care of
% VICKI MOITOZA
Signed the 990-EZ
Vicki Moitoza, Treasurer
Phone
(774) 218-9757
Return prepared by
George Pelletier EA

Mission

A non-profit Scholarship fund started in 2003 in memory of Dr. Jeffrey Bartel, who died in a tragic Auto accident at the age of 30.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Granted College Scholarship to BROOK BELLATTENDING MA COLLEGE OF PHARMACY
    Expenses $5,000 · grants $5,000
  • GRANTED SCHOLARSHIP TO THE BOYS & GIRLS CLUB OF TAUNTONMA FOR THEIR SUMMER CAMP PROGRAM
    Expenses $2,500 · grants $2,500
  • GRANTED SCHOLARSHIP TO JENNA PERIERA FOR HARVARD COLLEGE
    Expenses $5,000 · grants $5,000
  • Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for DR JEFFREY R BARTEL SCHOLARSHIP FUND

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
56-2404626
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B82)
Assets (IRS master file)
$60,074
Income (IRS master file)
$7,026

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$7,026$12,500$60,074XML
990-EZJune 2024$9,461$5,000$65,548XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––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 56-2404626).

Questions about DR JEFFREY R BARTEL SCHOLARSHIP FUND

What is the EIN of DR JEFFREY R BARTEL SCHOLARSHIP FUND?
The employer identification number (EIN) of DR JEFFREY R BARTEL SCHOLARSHIP FUND is 56-2404626.
Is DR JEFFREY R BARTEL SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to DR JEFFREY R BARTEL SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DR JEFFREY R BARTEL SCHOLARSHIP FUND file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of DR JEFFREY R BARTEL SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DR JEFFREY R BARTEL SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of DR JEFFREY R BARTEL SCHOLARSHIP FUND?
The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DR JEFFREY R BARTEL SCHOLARSHIP FUND have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $7,026, expenses of $12,500 and total assets of $60,074 at year end.

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