Nonprofit · EIN 88-2699666
GARFIELD BARTELL FAMILY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $191,482 | $107,551 | $83,931 | $1,091,583 | $5,500 | $1,086,083 |
| March 31, 2024 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
| March 31, 2023 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $27,163
- Net gain from sales of assets
- $163,819
- Other income
- $500
Expenses
- Grants and similar amounts paid
- $102,310
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $102,510
- Excise tax on investment income
- $2,585
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $1,091,583
- Total liabilities, end of year
- $5,500
- Net assets, end of year
- $1,086,083
- Fair market value of assets
- $2,061,433
- Qualifying distributions
- $102,510
- Net investment income
- $190,982
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA GARFIELD BARTELL 4238 BALBOA AVENUE, SAN DIEGO, CA 92117 | PRESIDENT | 1 | $0 |
| MICHAEL BARTELL 4238 BALBOA AVENUE, SAN DIEGO, CA 92117 | SECRETARY AND TREASURER | 1 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA GARFIELD BARTELL 4238 BALBOA AVENUE, SAN DIEGO, CA 92117 | PRESIDENT | 1 | $0 |
| MICHAEL BARTELL 4238 BALBOA AVENUE, SAN DIEGO, CA 92117 | SECRETARY & TREASURER | 1 | $0 |
990-PF for the year ended March 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA GARFIELD BARTELL 4238 BALBOA AVENUE, SAN DIEGO, CA 92117 | PRESIDENT | 1 | $0 |
| MICHAEL BARTELL 4238 BALBOA AVENUE, SAN DIEGO, CA 92117 | SECRETARY & TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4238 BALBOA AVE, SAN DIEGO, CA 92117-5510
- In care of
- % MELISSA GARFIELD BARTELL
- Signed the 990-PF
- MELISSA BARTELL, PRESIDENT
- Phone
- (858) 273-4431
- Return prepared by
- LAVINE LOFGREN MORRIS & ENGELBERG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 88-2699666 or by the name GARFIELD BARTELL FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-2699666
- 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
- 2022
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,091,583
- Income (IRS master file)
- $328,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $191,482 | $107,551 | $1,091,583 | XML |
| 990-PF | March 2024 | $0 | $0 | $0 | XML |
| 990-PF | March 2023 | $0 | $0 | $0 | XML |
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 88-2699666).
Questions about GARFIELD BARTELL FAMILY FOUNDATION
- What is the EIN of GARFIELD BARTELL FAMILY FOUNDATION?
- The employer identification number (EIN) of GARFIELD BARTELL FAMILY FOUNDATION is 88-2699666.
- Is GARFIELD BARTELL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to GARFIELD BARTELL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GARFIELD BARTELL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GARFIELD BARTELL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GARFIELD BARTELL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of GARFIELD BARTELL FAMILY FOUNDATION?
- The 990-PF for the year ended March 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does GARFIELD BARTELL FAMILY FOUNDATION have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $191,482, expenses of $107,551 and total assets of $1,091,583 at year end.
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