The Frank H Bartholomew Foundation
- Assets
- $11.4m
- Revenue
- $376.6k
- Investments
- $3.7m
- Employees
- 0
- Location
- Sonoma, CA
- Founding
- 10/1991
- Data as of
- 12/2023
- EIN
- 94-3129676
Organization Overview
The Frank H Bartholomew Foundation is located in Sonoma, CA. The organization was established in 1991. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Frank H Bartholomew Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Frank H Bartholomew Foundation generated $376.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (15.2%) each year. All expenses for the organization totaled $1.5m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
EXPENSES OF THE VILLA:THE VILLA (HISTORICAL LANDMARK), THE BARTHOLOMEW MEMORIAL PARK AND THE BARTHOLOMEW PARK WINERY AND MUSEUM ARE DEDICATED TO THE FOUNDATION PURPOSES AS PROVIDED UNDER THE TRUST INSTRUMENT WHICH TOOK EFFECT ON THE DEATHS OF DONORS: FRANK H. BARTHOLOMEW (DECEASED ON MARCH 26, 1985) AND ANTONIA P. BARTHOLOMEW (DECEASED ON SEPTEMBER 28, 1990). THE FINAL PROVISION TO SET UP THE FRANK H. BARTHOLOMEW FOUNDATION BECAME OPERATIONAL ON SEPTEMBER 28, 1990.
PARK & HIKING TRAILS
WINERY
VINEYARD
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Frank Pope Trustee | 20 | $0 | |
Scott Clyde General Manager | 40 | $115,000 | |
Anna Pope Trustee | 40 | $102,000 | |
Keith Lavine President &gm | 40 | $64,143 | |
Jose Z Rojas Laborer | 40 | $63,112 | |
Urbano Ponce Supervisor | 40 | $58,543 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $299 |
| Dividends & Interest | $301,033 |
| Net Rental Income | $41,089 |
| Net Gain on Sale of Assets | $44,090 |
| Capital Gain Net Income | $45,665 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $335,283 |
| Other Income | -$415,606 |
| Total Revenue | $376,567 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $281,143 |
| Other employee salaries and wages | $91,654 |
| Pension plans, employee benefits | $0 |
| Interest | $46,659 |
| Taxes | $27,037 |
| Depreciation | $136,591 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $61 |
| Other expenses | $878,035 |
| Total operating and administrative expenses | $1,495,413 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $1,495,413 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $57,385 |
| Savings and temporary cash investments | $242,286 |
| Net Accounts receivable | $1,705 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $1,662,922 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,739,089 |
| Net Land, buildings, and equipment | $5,662,648 |
| Other assets | $34,247 |
| Total assets | $11,400,282 |
| Accounts payable and accrued expenses | $93,893 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $2,182,532 |
| Other liabilities | $32,483 |
| Total liabilities | $2,308,908 |
Grants Awarded
Over the last fiscal year, The Frank H Bartholomew Foundation has awarded $4,392 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
PTE REGENERATIVE VARIOUS ORGANIZATI PURPOSE: GENERAL SUPPORT | $4,331 |
PTE GLEN LENNOX VARIOUS ORGANIZATIO PURPOSE: GENERAL SUPPORT | $61 |