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Nonprofit · EIN 94-6102005

W P BARTLETT TRUST FUND

Tax-exempt · PORTERVILLE, CA 93258

Financials

$101K$87K2023$76K$95K2024$117K$108K2025
Revenue Expenses · by fiscal year end
Financials of W P BARTLETT TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$117,372$107,633$9,739$1,237,247$0$1,237,247
December 31, 2024990-PF$76,056$94,708-$18,652$1,241,357$0$1,241,357
December 31, 2023990-PF$100,705$87,470$13,235$1,260,009$0$1,260,009
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$46,233
Net gain from sales of assets
$71,139

Expenses

Grants and similar amounts paid
$91,500
Disbursements for charitable purposes
$96,144
Excise tax on investment income
$1,632

Balance sheet and other

Total assets, start of year
$1,241,357
Total assets, end of year
$1,237,247
Total liabilities, end of year
$0
Net assets, end of year
$1,237,247
Fair market value of assets
$2,196,092
Qualifying distributions
$96,144
Net investment income
$117,431

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JULIA INESTROZA
PO BOX 790, PORTERVILLE, CA 93258
SEC/TREAS0$0
ROBERT W HUGHES
PO BOX 669, PORTERVILLE, CA 93258
Trustee0$0
EDUARDO PEREZ
477 E ABBOTT, REEDLEY, CA 93654
Trustee0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JULIA INESTROZA
PO BOX 790, PORTERVILLE, CA 93258
SEC/TREAS0$0
ROBERT W HUGHES
PO BOX 669, PORTERVILLE, CA 93258
TRUSTEE0$0
EDUARDO PEREZ
477 E ABBOTT, REEDLEY, CA 93654
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JULIA INESTROZA
PO BOX 790, PORTERVILLE, CA 93258
SEC/TREAS0$0
ROBERT W HUGHES
PO BOX 669, PORTERVILLE, CA 93258
TRUSTEE0$0
EDUARDO PEREZ
477 E ABBOTT, REEDLEY, CA 93654
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 790, PORTERVILLE, CA 93258-0790
Signed the 990-PF
JULIA INESTROZA, Secretary
Phone
(951) 522-5034
Return prepared by
Rebecca Agredano CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6102005 or by the name W P BARTLETT TRUST FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-6102005
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
1943
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,237,247
Income (IRS master file)
$314,448

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$117,372$107,633$1,237,247XML
990-PFDecember 2024$76,056$94,708$1,241,357XML
990-PFDecember 2023$100,705$87,470$1,260,009XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 94-6102005).

Questions about W P BARTLETT TRUST FUND

What is the EIN of W P BARTLETT TRUST FUND?
The employer identification number (EIN) of W P BARTLETT TRUST FUND is 94-6102005.
Is W P BARTLETT TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
Are donations to W P BARTLETT TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W P BARTLETT TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of W P BARTLETT TRUST FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W P BARTLETT TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of W P BARTLETT TRUST FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does W P BARTLETT TRUST FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $117,372, expenses of $107,633 and total assets of $1,237,247 at year end.

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