David and Dr Alise Bartley Family
David and Dr Alise Bartley Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 2 grants totaling $228K. Net investment income was $153K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
-1.6% YoY
Annual Giving
$228K
+11.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$114K
+11.8% YoY
Under IRS private-foundation payout rules, David and Dr Alise Bartley Family reported a distributable amount of $246K for 2024 — the minimum it must pay out in qualifying distributions.
About David and Dr Alise Bartley Family
Based on IRS filings
David and Dr Alise Bartley Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 2 grants totaling $228K. Net investment income was $153K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,379,333 | $4,452,763 | $4,889,865 |
| Revenue | $192,577 | $-208,708 | $-69,956 |
| Expenses | $264,352 | $228,394 | $40,179 |
| Qualifying Distributions | $228,200 | $205,975 | $15,463 |
| Net Investment Income | $153,476 | $86,018 | $53,715 |
| Distributable Amount | $245,700 | $228,861 | $218,036 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Foundation of Collier Cou ($178,000), Golisano Children's Museum of Naple ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOUNDATION OF COLLIER COU NAPLES, FL | GENERAL OPERATING ACTIVITIES | $178,000 |
| GOLISANO CHILDREN'S MUSEUM OF NAPLE NAPLES, FL | GENERAL OPERATING ACTIVITIES | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID W BARTLEY II | VICE PRESIDE | — | — |
| ALISE G BARTLEY | PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is David and Dr Alise Bartley Family?
David and Dr Alise Bartley Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $4.4M in total assets as of 2024.
How large is David and Dr Alise Bartley Family?
As of 2024, David and Dr Alise Bartley Family holds $4.4M in total assets with $193K in annual revenue. It awarded 2 grants totaling $228K in 2024.
Where does David and Dr Alise Bartley Family operate?
David and Dr Alise Bartley Family has awarded grants in Florida.
What size grants does David and Dr Alise Bartley Family award?
In 2024, David and Dr Alise Bartley Family awarded 2 grants totaling $228K — an average of about $114K per grant, based on its IRS Form 990 filings.
How much is David and Dr Alise Bartley Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David and Dr Alise Bartley Family reported a distributable amount of $246K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is David and Dr Alise Bartley Family's EIN?
David and Dr Alise Bartley Family's EIN (Employer Identification Number) is 87-3765924. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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