The Frank H Bartholomew Foundation
- Assets
- $0.0
- Revenue
- -$6.3k
- Investments
- $4.8m
- Employees
- 0
- Location
- Sonoma, CA
- Founding
- 10/1991
- Data as of
- 12/2020
- 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
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
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Clyde General Manager | 40 | $115,000 | |
Anna Pope Trustee | 40 | $102,000 | |
Jose Z Rojas Supervisor | 40 | $60,712 | |
Urbano Ponce Supervisor | 40 | $50,773 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $167,695 |
| Dividends & Interest | $85,277 |
| Profit on Inventory Sales | $54,960 |
| Other Income | -$680,604 |
| Total Revenue | -$6,331 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $202,000 |
| Pension plans, employee benefits | $0 |
| Depreciation | $155,443 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $985 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $1,018,307 |
| Contributions, gifts, grants paid | $3,226 |
| Total expenses and disbursements | $1,021,533 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $99 |
| Investments—mortgage loans | $0 |
| Investments—other | $4,777,287 |
| Other assets | $0 |
| Mortgages and other notes payable | $245,968 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Frank H Bartholomew Foundation has awarded $3,226 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
PTE VARIOUS ORGANIZATIONS PURPOSE: GENERAL SUPPORT | $3,126 |
SONOMA VALLEY ROTARY PURPOSE: GENERAL SUPPORT | $100 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |