William Bartlett Trust 2835165111

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.

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 Aug.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,684
Expenses
$92,488
Net Income
-$21,804
Net Assets
$1,008,945
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,028
69.4%
Sales of Assets $21,656
30.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,172
83.4%
Compensation of Officers* $24,514
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,008,945
Total Liabilities $0
Net Assets $1,008,945
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $24,514 $0

Document Links

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,445
Expenses
$86,769
Net Income
-$24,324
Net Assets
$1,030,749
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,213
62.8%
Sales of Assets $23,232
37.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,902
80.6%
Compensation of Officers* $23,291
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,030,749
Total Liabilities $0
Net Assets $1,030,749
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $23,291 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,888
Expenses
$91,966
Net Income
-$7,078
Net Assets
$1,055,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,710
45.6%
Sales of Assets $46,178
54.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,784
83.5%
Compensation of Officers* $21,968
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,055,709
Total Liabilities $0
Net Assets $1,055,709
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $21,968 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,505
Expenses
$93,648
Net Income
-$36,143
Net Assets
$1,062,787
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,396
84.2%
Sales of Assets $9,108
15.8%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,692
81.9%
Compensation of Officers* $23,686
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,062,787
Total Liabilities $0
Net Assets $1,062,787
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $23,686 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,666
Expenses
$83,520
Net Income
$1,146
Net Assets
$1,098,934
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,601
36.1%
Sales of Assets $54,065
63.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,107
81.5%
Compensation of Officers* $23,342
27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,098,934
Total Liabilities $0
Net Assets $1,098,934
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $23,342 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,261
Expenses
$81,095
Net Income
-$11,834
Net Assets
$1,097,789
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,982
47.6%
Sales of Assets $36,279
52.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,731
81.1%
Compensation of Officers* $21,188
26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,097,790
Total Liabilities $1
Net Assets $1,097,789
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $21,188 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,686
Expenses
$86,298
Net Income
$21,388
Net Assets
$1,109,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,962
29.7%
Sales of Assets $75,724
70.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,324
83.8%
Compensation of Officers* $20,926
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,109,622
Total Liabilities $0
Net Assets $1,109,622
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $20,926 $0

Document Links

Fiscal Year Ending Aug.
2018

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

Fiscal Year Ending Aug.
2017

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

Fiscal Year Ending Aug.
2016

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

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,688
Expenses
$62,908
Net Income
$18,780
Net Assets
$1,146,015
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,649
40.0%
Sales of Assets $49,039
60.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,326
80.0%
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 $1,146,015
Total Liabilities $0
Net Assets $1,146,015

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,478
Expenses
$29,462
Net Income
$67,016
Net Assets
$1,127,245
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,597
23.4%
Sales of Assets $73,881
76.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,880
57.3%
Compensation of Officers* $12,922
43.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,127,245
Total Liabilities $0
Net Assets $1,127,245

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,208
Expenses
$26,374
Net Income
$9,834
Net Assets
$1,061,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $21,340
58.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,508
40.1%
Net Inventory Sales $0
Other Revenue $360
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $11,942
45.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,061,670
Total Liabilities $0
Net Assets $1,061,670

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,637
Expenses
$27,096
Net Income
-$459
Net Assets
$1,052,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20,162
75.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,475
24.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,088
40.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,052,921
Total Liabilities $0
Net Assets $1,052,921

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$115,265
Expenses
$26,919
Net Income
$88,346
Net Assets
$1,053,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $19,187
16.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $94,895
82.3%
Net Inventory Sales $0
Other Revenue $1,183
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $11,617
43.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,053,274
Total Liabilities $0
Net Assets $1,053,274

Document Links

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
2007

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

Fiscal Year Ending Aug.
2006

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

Fiscal Year Ending Aug.
2005

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

Fiscal Year Ending Aug.
2004

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

Fiscal Year Ending Aug.
2003

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

Fiscal Year Ending Aug.
2002

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

Fiscal Year Ending Aug.
2001

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

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 »

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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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