Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Bartlett Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

51-6549128
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,145,316J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 5,834 5,834  
4 Dividends and interest from securities... 62,484 62,484  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 340,866
b Gross sales price for all assets on line 6a 637,671
7 Capital gain net income (from Part IV, line 2)... 340,866
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 409,184 409,184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,721     13,721
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,710 1,710    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,232 289    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31 31    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,694 2,030   13,721
25 Contributions, gifts, grants paid....... 122,782 122,782
26 Total expenses and disbursements. Add lines 24 and 25 ................ 141,476 2,030   136,503
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 267,708
b Net investment income (if negative, enter -0-) 407,154
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 76,736 176,044 176,044
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,854,150 Click to see attachment
List of Attached Documents:
// Content
2,022,550 		2,969,272
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,930,886 2,198,594 3,145,316
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,930,886 2,198,594
29 Total net assets or fund balances (see instructions)..... 1,930,886 2,198,594
30 Total liabilities and net assets/fund balances (see instructions). 1,930,886 2,198,594
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,930,886
2
Enter amount from Part I, line 27a .....................
2
267,708
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,198,594
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,198,594
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 637,671   296,805 340,866
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       340,866
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 340,866
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,659
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,659
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,659
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,360
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
R Gary McKnight Co-Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stephen H McKnight Co-Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Bonnie McKnight Murphy Co-Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Wilmington Trust Trustee
1.0 		13,721 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,880,057
b
Average of monthly cash balances.......................
1b
151,720
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,031,777
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,031,777
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
45,477
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,986,300
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
149,315
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
149,315
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,659
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,659
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
143,656
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
143,656
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
143,656
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
136,503
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
136,503
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 143,656
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 133,411
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 136,503
a Applied to 2024, but not more than line 2a 133,411
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 3,092
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		140,564
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALLEN-CHASE FOUNDATION EAGLEBROOK SCHOOL

271 PINE NOOK RD
DEERFIELD,MA01342 		N/A   General & Unrestricted 5,000

ASSERVO PROJECT INC

PO BOX 1352
MOON TOWNSHIP,PA15108 		N/A   General & Unrestricted 1,000

BRANFORD COMMUNITY FOUNDATION

PO BOX 462
BRANFORD,CT06405 		N/A   General & Unrestricted 5,000

BRANFORD COMPASSION CLUB

2037 FOXON RD
N BRANFORD,CT06471 		N/A   General & Unrestricted 3,000

BROTHERS BROTHER FOUNDATION

1200 GALVESTON AVE
PITTSBURGH,PA15233 		N/A   General & Unrestricted 1,000

CAPPELLA CANTORUM INC

PO BOX 714
ESSEX,CT06426 		N/A   General & Unrestricted 1,000

CHARCOT-MARIE-TOOTH ASSOCIATION

PO BOX 105
GLENOLDEN,PA19036 		N/A   General & Unrestricted 1,000

CHRIST UNITED METHODIST CHURCH

44 HIGHLAND RD
BETHEL PARK,PA15102 		N/A   TNC Sister Rut Scholarship Fund 2,000

COMMUNITY DINING ROOM INC

30 HARRISON AVE
BRANFORD,CT06405 		N/A   General & Unrestricted 1,000

DAN COSGROVE ANIMAL SHELTER

749 E MAIN ST
BRANFORD,CT06405 		N/A   General & Unrestricted 3,000

DUQUESNE UNIVERSITY OF THE HOLY SPIRIT

PO BOX 640094
PITTSBURGH,PA15264 		N/A   Duquesne Swimming and Diving/Day of Giving 5,000

EDWINS LEADERSHIP AND RESTAURANT INSTITUTE

12383 CEDAR RD
CLEVELAND HTS,OH44106 		N/A   General & Unrestricted 2,000

ELLIS SCHOOL

6425 5TH AVE
PITTSBURGH,PA15206 		N/A   General & Unrestricted 2,000

FINDLEY LAKE VOLUNTEER FIREMANS ASSOCIATION

PO BOX 158
FINDLEY LAKE,NY14736 		N/A   General & Unrestricted 500

FINDLEY LAKE WATERSHED FOUNDATION

2723 SHADYSIDE RD
FINDLEY LAKE,NY14736 		N/A   General & Unrestricted 250

GOODSPEED OPERA HOUSE FOUNDATION INC

PO BOX A
EAST HADDAM,CT06423 		N/A   General & Unrestricted 2,500

GREATER NEW HAVEN CAT PROJECT INC

PO BOX 1432
NEW HAVEN,CT06506 		N/A   General & Unrestricted 1,000

GROVE CITY COLLEGE

100 CAMPUS DR
GROVE CITY,PA16127 		N/A   Gamma Sigma Phi Alumnae Scholarship Endowment Scholarship Fund 5,000

KEEWAYDIN FOUNDATION

500 RUSTIC LN
SALISBURY,VT05769 		N/A   General & Unrestricted 1,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A   General & Unrestricted 1,500

NEW HAVEN CHORALE INC

PO BOX 1897
NEW HAVEN,CT06508 		N/A   General & Unrestricted 1,000

NEW WORLD CONSORT INC

201 TUNXIS RD
WEST HARTFORD,CT06107 		N/A   Charitable Event 2,000

NORTH HILLS COMMUNITY OUTREACH INC

1975 FERGUSON RD
ALLISON PARK,PA15101 		N/A   North Hills Community Outreach (NHCO) 1,500

PITTSBURGH BALLET THEATRE INC

2900 LIBERTY AVE
PITTSBURGH,PA15201 		N/A   General & Unrestricted 5,000

PITTSBURGH BALLET THEATRE INC

2900 LIBERTY AVE
PITTSBURGH,PA15201 		N/A   Nutcracker Capital Campaign 25,000

PURRFECT PARTNERS OF MOBILE INC

3656 GOVERNMENT BLVD STE C2
MOBILE,AL36693 		N/A   General & Unrestricted 3,000

SEMPER FI & AMERICAS FUND

825 COLLEGE BLVD STE 102 PMB 609
OCEANSIDE,CA92057 		N/A   General & Unrestricted 2,000

ST PAULS UNITED METHODIST CHURCH

1965 FERGUSON RD
ALLISON PARK,PA15101 		N/A   General & Unrestricted 8,000

ST PAULS UNITED METHODIST CHURCH

1965 FERGUSON RD
ALLISON PARK,PA15101 		N/A   Youth Ministries 1,000

ST PAULS UNITED METHODIST CHURCH

1965 FERGUSON RD
ALLISON PARK,PA15101 		N/A   Charitable Event 1,000

STRAY LOVE FOUNDATION INC

PO BOX 76
MAGNOLIA SPGS,AL36555 		N/A   General & Unrestricted 3,000

SUFFIELD ACADEMY

PO BOX 999
SUFFIELD,CT06078 		N/A   General & Unrestricted 5,000

THE PITTSBURGH FOUNDATION

912 FT DUQUESNE BLVD
PITTSBURGH,PA15222 		N/A   Spenser's Voice 1,000

THE PITTSBURGH PROMISE FOUNDATION

1901 CENTRE AVE STE 204
PITTSBURGH,PA15219 		N/A   Keepers Challenge 10,000

THOMAS AND SANDRA USHER CAMP

136 LAUREL MOUNTAIN CAMP RD
RECTOR,PA15677 		N/A   Citikidz 2,500

TRINITY EPISCOPAL CHURCH

1109 MAIN ST
BRANFORD,CT06405 		N/A   General & Unrestricted 3,032

WASHINGTON UNIVERSITY

1 BROOKINGS DR MSC 1082-414-2555
SAINT LOUIS,MO63130 		N/A   McKnight Family Scholarship Fund 5,000
Total ................................. 3a 122,782
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5,834  
4 Dividends and interest from securities ....     14 62,484  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 340,866  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   409,184  
13Total. Add line 12, columns (b), (d), and (e)..................
13
409,184
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2025 DepreciationSchedule
Name:
Bartlett Foundation
EIN:
51-6549128
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpStockSchedule
Name:
Bartlett Foundation
EIN:
51-6549128
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 19,819 29,932
AIR PRODS & CHEM INC 16,714 14,574
ALPHABET INC CL C 18,158 29,497
AMAZON COM 14,070 28,622
AMERICAN ELECTRIC POWER INC 18,043 25,368
AMERICAN TOWER REIT INC 10,745 8,954
AMETEK INC 19,439 22,584
AMPHENOL CORPORATION 5,747 21,622
ANALOG DEVICES INC 15,806 21,696
APPLE INC 22,365 39,148
BANK OF AMERICA CORP 27,005 53,955
BERKSHIRE HATHAWAY INC. CLASS 8,429 18,095
BLACKROCK INC 11,366 25,688
BROADCOM INC 15,370 59,183
CATERPILLAR INC 6,047 26,352
CHEVRON CORP 14,788 25,452
CISCO SYSTEMS INC 12,646 34,124
CME GROUP, INC 15,644 18,023
DANAHER CORP 12,879 13,506
DREYFUS PREMIER LTD TERM HIGH 40,169 35,478
DUKE ENERGY CO 19,670 23,559
ENBRIDGE INC 14,554 14,636
EXXON MOBIL CORP 12,718 20,698
FULLERTHALER BEHAVIORAL SM-CP 77,212 96,565
GENERAL ELECTRIC CO 5,279 8,317
HEALTHPEAK PROPERTIES, INC 22,081 20,454
HEICO CORP 3,966 7,766
HOME DEPOT INC 8,073 16,173
INTERNATIONAL BUSINESS MACHINE 14,199 30,806
INTUIT 6,371 15,898
ISHARES TRUST RUSSELL 2000 VAL 52,737 93,142
JOHNSON & JOHNSON 34,602 57,118
JOHNSON CONTROLS INTERNATIONAL 12,997 41,793
JP MORGAN CHASE 17,507 67,344
LINDE PLC COM 20,454 27,289
LOCKHEED MARTIN CORP 7,863 15,961
MCDONALD'S CORP 7,254 12,531
MEDTRONIC PLC 24,150 24,783
META PLATFORMS INC 12,337 15,842
METLIFE INC 12,672 22,735
METTLER-TOLEDO INTL 11,123 12,548
MICROSOFT CORP 25,435 36,755
MOODYS CORP 8,018 17,880
MORGAN STANLEY 12,435 41,720
NETFLIX INC 5,734 4,688
NEXTERA ENERGY, INC 3,165 13,005
NVIDIA CORP 26,409 33,011
OLD REP INTL CORP 7,144 27,019
OMNICOM GROUP 10,995 14,858
ORACLE CORP 8,410 15,203
PACCAR INC 18,020 18,069
PEPSICO INC 15,238 13,347
PFIZER INC 31,942 28,411
PHILIP MORRIS INTL 8,760 21,012
PROCTER GAMBLE CO 8,409 13,614
QUALCOMM INC 10,440 30,960
REGIONS FINANCIAL CORP 11,730 16,423
SALESFORCE.COM 8,091 10,861
SANOFI-AVENTIS SPONSORED ADR 17,853 17,543
SAP AKTIENGESELL ADS 9,982 11,174
STARBUCKS CORP COM 17,002 17,768
STRYKER CORPORATION 21,483 20,737
T ROWE PRICE INSTITUTIONAL LAR 286,364 554,049
TAIWAN SEMICONDUCTOR MFG CO LT 25,949 26,135
TARGET CORPORATION 15,017 15,933
TEXAS INSTRUMENTS INC 22,274 22,727
TRANSDIGM GRP INC 10,881 25,267
UNILEVER PLC AMER 24,732 33,616
UNION PACIFIC 15,022 15,961
UNITEDHEALTH GROUP INC 20,693 21,457
VALERO ENERGY CORP 9,478 21,325
VANGUARD INT TRM BD 273,587 283,484
VANGUARD SF REIT ETF 27,349 34,069
VANGUARD SHORT-TERM CORPORATE 207,517 207,134
VERALTO CORPORATION 4,063 5,488
VERIZON COMMUNICATIONS 35,654 34,824
VICI PROPERTIES INC 21,540 21,034
VISA INC 12,667 24,900

TY 2025 OtherExpensesSchedule
Name:
Bartlett Foundation
EIN:
51-6549128
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Charges 31 31    


TY 2025 OtherProfessionalFeesSchedule
Name:
Bartlett Foundation
EIN:
51-6549128
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 1,710 1,710    


TY 2025 TaxesSchedule
Name:
Bartlett Foundation
EIN:
51-6549128
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 2,300      
990-PF Excise Tax for 2024 643      
Foreign Tax Paid 289 289