Nonprofit · EIN 88-6717068
BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT
Also known as PAUL P MARCHESE TTEE
Tax-exempt · SHELTER ISLAND, NY 11964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $18,712,702 | $997,174 | $17,715,528 | $19,582,417 | $0 | $19,582,417 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $17,874,832
- Dividends
- $369,978
- Net gain from sales of assets
- $467,892
Expenses
- Grants and similar amounts paid
- $921,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $930,485
- Excise tax on investment income
- $8,351
Balance sheet and other
- Total assets, start of year
- $1,866,889
- Total assets, end of year
- $19,582,417
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,582,417
- Fair market value of assets
- $19,582,417
- Qualifying distributions
- $930,485
- Net investment income
- $667,463
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 |
|---|---|---|---|
| CLIFFORD CLARK 140 SOUTH FERRY ROAD PO BOX 614, SHELTER ISLAND, NY 11964 | TRUSTEE | 0 | $0 |
| WILLIAM CLARK 126 SOUTH FERRY ROAD PO BOX 1006, SHELTER ISLAND, NY 11964 | TRUSTEE | 0 | $0 |
| LORNA E DURANTI 70 VALLEY ROAD, PLANDOME, NY 11030 | TRUSTEE | 0 | $0 |
| PETER T BARTLEY 5 WAWAPEK ROAD, COLD SPRING HARBOR, NY 11724 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 140 SOUTH FERRY ROAD, SHELTER ISLAND, NY 11964-0000
- In care of
- % CLIFFORD CLARK
- Signed the 990-PF
- PETER T BARTLEY, TRUSTEE
- Phone
- (516) 807-2723
- Return prepared by
- DELOITTE TAX 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 | Check at the IRS |
IRS record
- EIN
- 88-6717068
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $19,582,417
- Income (IRS master file)
- $24,492,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $18,712,702 | $997,174 | $19,582,417 | 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 88-6717068).
Questions about BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT
- What is the EIN of BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT?
- The employer identification number (EIN) of BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT is 88-6717068.
- Is BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT 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 BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT 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 BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERNARD AND VIRGINIA BARTLEY CHARITABLE FOUNDATION TR AGREEMENT have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,712,702, expenses of $997,174 and total assets of $19,582,417 at year end.
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