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Marguerite Bartlett Inter Vivos Trust Ud Dtd 080884 9490 Tuf 03859

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.92k (2025)

Expenses
$10.8k (2025)

Total Assets
$154k (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,915
Expenses
$10,840
Net Income
-$5,925
Net Assets
$154,208
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,527
> 100%
Sales of Assets -$612
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,794
71.9%
Compensation of Officers* $3,006
27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,208
Total Liabilities $0
Net Assets $154,208
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,006 $0

Document Links

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,326
Expenses
$10,672
Net Income
-$2,346
Net Assets
$160,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,266
63.2%
Sales of Assets $3,060
36.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,822
73.3%
Compensation of Officers* $2,972
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $160,135
Total Liabilities $0
Net Assets $160,135
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,972 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,639
Expenses
$13,575
Net Income
-$5,936
Net Assets
$162,484
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,143
67.3%
Sales of Assets $2,138
28.0%
Other Income $358
4.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,951
80.7%
Compensation of Officers* $2,897
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,484
Total Liabilities $0
Net Assets $162,484
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,897 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,660
Expenses
$19,329
Net Income
-$15,669
Net Assets
$168,388
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,929
> 100%
Sales of Assets -$1,269
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,685
70.8%
Compensation of Officers* $3,421
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $168,388
Total Liabilities $0
Net Assets $168,388
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,421 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,005
Expenses
$17,234
Net Income
$10,771
Net Assets
$180,253
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,530
16.2%
Sales of Assets $23,475
83.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,675
79.3%
Compensation of Officers* $3,415
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $180,253
Total Liabilities $0
Net Assets $180,253
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,415 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,132
Expenses
$16,775
Net Income
$13,357
Net Assets
$169,665
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,248
17.4%
Sales of Assets $24,595
81.6%
Other Income $289
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,784
82.2%
Compensation of Officers* $3,148
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $169,666
Total Liabilities $1
Net Assets $169,665
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,148 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,437
Expenses
$15,982
Net Income
-$3,545
Net Assets
$156,379
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,651
37.4%
Sales of Assets $6,196
49.8%
Other Income $1,590
12.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,843
80.4%
Compensation of Officers* $3,233
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $156,379
Total Liabilities $0
Net Assets $156,379

Document Links

Fiscal Year Ending July
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 July
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 July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,682
Expenses
$11,596
Net Income
-$6,914
Net Assets
$155,307
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,425
94.5%
Sales of Assets $257
5.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,159
79.0%
Compensation of Officers* $3,140
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $155,307
Total Liabilities $0
Net Assets $155,307

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,534
Expenses
$12,615
Net Income
-$6,081
Net Assets
$162,248
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,809
73.6%
Sales of Assets $1,725
26.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,968
79.0%
Compensation of Officers* $3,449
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,248
Total Liabilities $0
Net Assets $162,248

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,618
Expenses
$16,577
Net Income
-$8,959
Net Assets
$168,305
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,859
63.8%
Sales of Assets $2,759
36.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,597
82.0%
Compensation of Officers* $3,484
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $168,305
Total Liabilities $0
Net Assets $168,305

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,360
Expenses
$7,244
Net Income
$7,116
Net Assets
$176,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,066
35.3%
Sales of Assets $9,294
64.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,832
66.7%
Compensation of Officers* $2,977
41.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $176,735
Total Liabilities $0
Net Assets $176,735

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,833
Expenses
$9,646
Net Income
$1,187
Net Assets
$169,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,415
59.2%
Sales of Assets $4,418
40.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,788
80.7%
Compensation of Officers* $2,284
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $169,742
Total Liabilities $0
Net Assets $169,742

Document Links

Fiscal Year Ending July
2011

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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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.

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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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