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Also known as: co Anna Pope Trustee
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The Frank H Bartholomew Foundation is a private corporation based in SONOMA, CA. The foundation received its IRS ruling in 1991. The principal officer is Anna Pope Trustee. It holds total assets of $16.7M. Annual income is reported at $8.4M. Total assets have grown from $13.5M in 2011 to $16.7M in 2024. The foundation is governed by 4 officers and trustees. 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. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. According to available records, The Frank H Bartholomew Foundation has made 6 grants totaling $12K, with a median grant of $2K. Annual giving has grown from $3K in 2020 to $9K in 2022. Individual grants have ranged from N/A to $4K, with an average award of $2K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in California and North Carolina. Contributions to this foundation are tax-deductible.
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.
Expenses: $238K
Park & Hiking Trails
Expenses: $266K
Winery
Expenses: $96K
Vineyard
Expenses: $45K
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. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in CA, NC.
The Frank H Bartholomew Foundation has distributed a total of $12K across 6 grants. The median grant size is $2K, with an average of $2K. Individual grants have ranged from N/A to $4K.
The Frank H Bartholomew Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Frank H Bartholomew Foundation is headquartered in SONOMA, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Scott Clyde | General Manager | $115K | $0 | $115K |
| Anna Pope | Trustee | $102K | $0 | $102K |
| Keith Lavine | President &GM | $64K | $0 | $64K |
| Frank Pope | Trustee | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$16.7M
Fair Market Value
N/A
Net Worth
$14.5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
6
Total Giving
$12K
Average Grant
$2K
Median Grant
$2K
Unique Recipients
4
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Pte Regenerative Various OrganizatiGeneral Support | Sonoma, CA | $4K | 2022 |
| Pte Glen Lennox Various OrganizatioGeneral Support | Charlotte, NC | N/A | 2022 |
| Pte Various OrganizationsGeneral Support | Sonoma, CA | $3K | 2020 |
| Sonoma Valley RotaryGeneral support | Sonoma, CA | $100 | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA