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J Addison Bartush And Marion M Bartush Family Foundation

  • Southport, CT
  • Tax-exempt since Feb. 2009
  • EIN: 26-3509217

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$397k (2023)

Expenses
$527k (2023)

Total Assets
$7.16M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$396,790
Expenses
$527,196
Net Income
-$130,406
Net Assets
$7,158,488
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $69,165
17.4%
Interest Revenue $0
Dividends $273,739
69.0%
Sales of Assets $53,776
13.6%
Other Income $110
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $457,528
86.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,158,488
Total Liabilities $0
Net Assets $7,158,488
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on March 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$515,096
Expenses
$565,069
Net Income
-$49,973
Net Assets
$7,350,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
9.7%
Interest Revenue $0
Dividends $243,677
47.3%
Sales of Assets $221,342
43.0%
Other Income $77
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $475,872
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,350,209
Total Liabilities $0
Net Assets $7,350,209
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$917,386
Expenses
$459,263
Net Income
$458,123
Net Assets
$7,400,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $125,000
13.6%
Interest Revenue $0
Dividends $250,531
27.3%
Sales of Assets $541,779
59.1%
Other Income $76
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $391,575
85.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,400,182
Total Liabilities $0
Net Assets $7,400,182
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on May 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,219
Expenses
$487,517
Net Income
-$290,298
Net Assets
$6,942,058
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $214,168
> 100%
Sales of Assets $0
Other Income $56
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $429,931
88.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,942,059
Total Liabilities $1
Net Assets $6,942,058
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$474,074
Expenses
$478,469
Net Income
-$4,395
Net Assets
$7,128,357
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $149,156
31.5%
Interest Revenue $0
Dividends $248,714
52.5%
Sales of Assets $76,155
16.1%
Other Income $49
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $406,013
84.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,128,358
Total Liabilities $1
Net Assets $7,128,357
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on April 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$675,809
Expenses
$448,562
Net Income
$227,247
Net Assets
$7,262,556
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $238,357
35.3%
Sales of Assets $437,452
64.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $390,200
87.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,262,556
Total Liabilities $0
Net Assets $7,262,556
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$616,350
Expenses
$408,408
Net Income
$207,942
Net Assets
$7,025,309
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $251,229
40.8%
Interest Revenue $0
Dividends $194,427
31.5%
Sales of Assets $170,694
27.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $364,700
89.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,025,309
Total Liabilities $0
Net Assets $7,025,309
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on April 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,368
Expenses
$230,473
Net Income
-$104,105
Net Assets
$7,035,220
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $215,313
> 100%
Sales of Assets -$88,945
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,585
80.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,035,220
Total Liabilities $0
Net Assets $7,035,220
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on March 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,172,567
Expenses
$131,212
Net Income
$4,041,355
Net Assets
$7,139,325
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,008,902
96.1%
Interest Revenue $0
Dividends $71,161
1.7%
Sales of Assets $92,504
2.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,800
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,139,325
Total Liabilities $0
Net Assets $7,139,325
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0
Stephen M A Cugliari (Trustee) $0 $0

Document Links

990-PF
Filed on March 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,342
Expenses
$199,080
Net Income
-$57,738
Net Assets
$3,131,110
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $70,821
50.1%
Sales of Assets $70,521
49.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,719
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,131,110
Total Liabilities $0
Net Assets $3,131,110
Compensation
Key Employees and Officers Compensation Other
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$240,446
Expenses
$171,977
Net Income
$68,469
Net Assets
$3,180,569
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,800
35.3%
Sales of Assets $155,646
64.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,060
97.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,180,569
Total Liabilities $0
Net Assets $3,180,569
Compensation
Key Employees and Officers Compensation Other
J Addison Bartush (Trustee) $0 $0
Susan B Cugliari (Trustee) $0 $0
Joseph A Bartush (Trustee) $0 $0

Document Links

990-PF
Filed on April 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$173,430
Expenses
$72,529
Net Income
$100,901
Net Assets
$3,023,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,251
51.5%
Sales of Assets $84,179
48.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,920
53.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,023,791
Total Liabilities $1
Net Assets $3,023,790

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,890,446
Expenses
$31,265
Net Income
$2,859,181
Net Assets
$2,922,890
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,052,739
> 100%
Interest Revenue $0
Dividends $43,898
1.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,220
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,922,890
Total Liabilities $0
Net Assets $2,922,890

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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