Nonprofit · EIN 81-3215680
FRED L HARTLEY FAMILY FOUNDATION
Tax-exempt · BIGFORK, MT 59911
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $473,733 | $469,344 | $4,389 | $7,122,554 | $0 | $7,122,554 |
| September 30, 2024 | 990-PF | $656,790 | $466,125 | $190,665 | $7,118,165 | $0 | $7,118,165 |
| September 30, 2023 | 990-PF | $20,460 | $583,839 | -$563,379 | $6,927,500 | $0 | $6,927,500 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $146,726
- Interest
- $84,988
- Net gain from sales of assets
- $242,019
Expenses
- Grants and similar amounts paid
- $392,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $393,442
- Excise tax on investment income
- $5,868
Balance sheet and other
- Total assets, start of year
- $7,118,165
- Total assets, end of year
- $7,122,554
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,122,554
- Fair market value of assets
- $9,342,112
- Qualifying distributions
- $393,442
- Net investment income
- $468,583
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED L HARTLEY JR 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | CHAIRMAN | 0 | $0 |
| TERESE C OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | SECRETARY | 0 | $0 |
| JONATHAN M OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
| NICHOLAS A OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED L HARTLEY JR 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | CHAIRMAN | 0 | $0 |
| TERESE C OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | SECRETARY | 0 | $0 |
| TOM TOWLE 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
| JONATHAN M OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
| NICHOLAS A OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED L HARTLEY JR 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | CHAIRMAN | 0 | $0 |
| TERESE C OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | SECRETARY | 0 | $0 |
| TOM TOWLE 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
| JONATHAN M OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
| NICHOLAS A OLSON-HARTLEY 439 GRAND AVE PMB 193, BIGFORK, MT 59911 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 439 GRAND DR PMB 193, BIGFORK, MT 59911-3614
- Signed the 990-PF
- TERESE C OLSON-HARTLEY, SECRETARY
- Phone
- (909) 800-8990
- Return prepared by
- JORDAHL & SLITER 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 81-3215680
- 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
- 2016
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,122,554
- Income (IRS master file)
- $3,291,870
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $473,733 | $469,344 | $7,122,554 | IRS |
| 990-PF | September 2024 | $656,790 | $466,125 | $7,118,165 | XML |
| 990-PF | September 2023 | $20,460 | $583,839 | $6,927,500 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 81-3215680).
Questions about FRED L HARTLEY FAMILY FOUNDATION
- What is the EIN of FRED L HARTLEY FAMILY FOUNDATION?
- The employer identification number (EIN) of FRED L HARTLEY FAMILY FOUNDATION is 81-3215680.
- Is FRED L HARTLEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to FRED L HARTLEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED L HARTLEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED L HARTLEY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED L HARTLEY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of FRED L HARTLEY FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does FRED L HARTLEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $473,733, expenses of $469,344 and total assets of $7,122,554 at year end.
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