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EIN 94-3129676

The Frank H Bartholomew Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Sonoma
State
California
Year formed
1991
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Frank H Bartholomew Foundation is a private foundation whose purpose is to expenses of the villa, the Bartholomew Memorial Park and the Bartholomew Park Winery and Museum, all located in Sonoma, CA.
Also known as...
Buena Vista Vineyards
Total revenues
$376,567
2023
Total expenses
$1,495,413
2023
Total assets
$11,400,282
2023
Num. employees
0
2023

Program areas at The Frank H Bartholomew Foundation

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
All funds are used only to meet The Foundation's exempt purpose.

Personnel at The Frank H Bartholomew Foundation

NameTitleCompensation
Keith LavinePresident and General Manager$64,143
Scott ClydeGeneral Manager$115,000
Jose Z RojasLaborer$63,112
Urbano PonceSupervisor$58,543
Frank PopeTrustee$0

Financials for The Frank H Bartholomew Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$301,332
Net rental income$41,089
Net gain from sale of non-inventory assets$44,090
Gross sales of inventory$335,283
Miscellaneous revenues$-415,606
Total revenues$376,567

Form 990s for The Frank H Bartholomew Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-12990PFView PDF
2022-122023-11-07990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-08990PFView PDF
2019-122021-06-15990PFView PDF
...and 8 more Form 990s

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Data update history
December 28, 2024
Updated personnel
Identified 1 new personnel
December 28, 2024
Used new vendors
Identified 1 new vendor, including
January 18, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 10, 2024
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
Nonprofit Types
Private foundationsFamily foundationsPrivate operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Partially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
1695 Castle Rd
Sonoma, CA 95476
Metro area
Santa Rosa-Petaluma, CA
County
Sonoma County, CA
Phone
(415) 693-2041
IRS details
EIN
94-3129676
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
083996
FTB Entity ID
9765154
AB 488 data last updated ("as-of") date
2024-12-31
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