The Frank H Bartholomew Foundation

Buena Vista Vineyards

Sonoma, CA
Tax-exempt since Oct. 1991
EIN: 94-3129676

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.3M (2024)

Expenses

$2.14M (2024)

Total Assets

$16.7M (2024)

Total Liabilities

$2.19M (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,295,603

Expenses

$2,138,594

Net Income

$1,157,009

Net Assets

$14,523,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$287	0.0%
Dividends	$222,339	6.7%
Sales of Assets	$2,433,212	73.8%
Other Income	-$97,020

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,119,003	52.3%
Compensation of Officers*	$387,000	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,716,640
Total Liabilities	$2,193,350
Net Assets	$14,523,290

Compensation

Key Employees and Officers	Compensation	Other
Keith La Vine (Gm Of Winery)	$170,000	$6,900
Scott Clyde (General Manager)	$115,000	$0
Anna Pope (Trustee)	$102,000	$0
Rebecca Geshwender (Dtc Mgr.)	$66,620	$0
Jose Z Rojas (Supervisor)	$63,409	$0
Urbano Ponce (Laborer)	$60,325	$0
Kyle Beyer (Hospitality Mgr.)	$57,614	$1,964
Efren A Ponce (Laborer)	$54,463	$0
Frank Pope (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$376,567

Expenses

$1,495,413

Net Income

-$1,118,846

Net Assets

$9,091,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$299	0.1%
Dividends	$301,033	79.9%
Sales of Assets	$44,090	11.7%
Other Income	-$415,606

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$876,735	58.6%
Compensation of Officers*	$281,143	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,400,282
Total Liabilities	$2,308,908
Net Assets	$9,091,374

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$115,000	$0
Anna Pope (Trustee)	$102,000	$0
Keith La Vine (President &Gm)	$64,143	$0
Jose Z Rojas (Laborer)	$63,112	$0
Urbano Ponce (Supervisor)	$58,543	$0
Frank Pope (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$11,191

Expenses

$986,234

Net Income

-$997,425

Net Assets

$11,745,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$114
Dividends	$453,715
Sales of Assets	$204,999
Other Income	-$851,120

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$640,509	64.9%
Compensation of Officers*	$217,000	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,454,620
Total Liabilities	$1,708,642
Net Assets	$11,745,978

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$115,000	$0
Anna Pope (Trustee)	$102,000	$0
Urbano Ponce (Supervisor)	$58,695	$0
Frank Pope (Trustee)	$0	$0

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990-PF

Filed on Nov. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$393,529

Expenses

$878,508

Net Income

-$484,979

Net Assets

$12,647,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$234,303	59.5%
Dividends	$92,930	23.6%
Sales of Assets	$163,486	41.5%
Other Income	-$370,091

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$499,233	56.8%
Compensation of Officers*	$217,000	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,893,403
Total Liabilities	$245,968
Net Assets	$12,647,435

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$115,000	$0
Anna Pope (Trustee)	$102,000	$0
Jose Z Rojas (Supervisor)	$60,712	$0
Urbano Ponce (Supervisor)	$50,773	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

-$6,331

Expenses

$1,021,533

Net Income

-$1,027,864

Net Assets

$12,946,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$167,695
Dividends	$85,277
Sales of Assets	$148,460
Other Income	-$680,604

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$610,230	59.7%
Compensation of Officers*	$202,000	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,192,684
Total Liabilities	$245,968
Net Assets	$12,946,716

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$115,000	$0
Anna Pope (Trustee)	$87,000	$0
Jose Z Rojas (Supervisor)	$63,112	$0
Urbano Ponce (Supervisor)	$52,852	$0

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990-PF

Filed on Nov. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$2,167,374

Expenses

$1,077,560

Net Income

$1,089,814

Net Assets

$13,974,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80,665	3.7%
Dividends	$188,438	8.7%
Sales of Assets	$1,909,377	88.1%
Other Income	-$417,799

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$635,995	59.0%
Compensation of Officers*	$199,000	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,974,580
Total Liabilities	$1
Net Assets	$13,974,579

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$115,000	$0
Anna Pope (Trustee)	$84,000	$0
Jose Z Rojas (Supervisor)	$64,262	$0

990-PF

Filed on Dec. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

$1,096,981

Expenses

$1,122,819

Net Income

-$25,838

Net Assets

$12,884,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,715	0.2%
Dividends	$256,475	23.4%
Sales of Assets	$637,101	58.1%
Other Income	$15,882	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$711,420	63.4%
Compensation of Officers*	$199,917	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,884,766
Total Liabilities	$0
Net Assets	$12,884,766

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$115,917	$0
Anna Pope (Trustee)	$84,000	$0
Jose Z Rojas (Supervisor)	$63,204	$0

990-PF

Filed on Nov. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,198,885

Expenses

$1,149,222

Net Income

$49,663

Net Assets

$12,913,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$284	0.0%
Dividends	$286,509	23.9%
Sales of Assets	$770,223	64.2%
Other Income	-$50,427

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$730,997	63.6%
Compensation of Officers*	$204,500	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,913,163
Total Liabilities	$0
Net Assets	$12,913,163

Compensation

Key Employees and Officers	Compensation	Other
Scott Clyde (General Manager)	$120,500	$0
Anna Pope (Trustee)	$84,000	$0
Jose Z Rojas (Supervisor)	$58,716	$0

990-PF

Filed on June 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$684,350

Expenses

$912,880

Net Income

-$228,530

Net Assets

$13,002,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$330,320	48.3%
Sales of Assets	$160,698	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$585,537	64.1%
Compensation of Officers*	$214,044	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,002,465
Total Liabilities	$0
Net Assets	$13,002,465

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$589,527

Expenses

$879,816

Net Income

-$290,289

Net Assets

$13,230,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$336,244	57.0%
Sales of Assets	$15,340	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$512,746	58.3%
Compensation of Officers*	$189,750	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,230,995
Total Liabilities	$0
Net Assets	$13,230,995

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$867,797

Expenses

$882,806

Net Income

-$15,009

Net Assets

$13,521,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$342,421	39.5%
Sales of Assets	$259,129	29.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$504,502	57.1%
Compensation of Officers*	$192,194	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,521,284
Total Liabilities	$0
Net Assets	$13,521,284

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$851,526

Expenses

$842,847

Net Income

$8,679

Net Assets

$13,536,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	0.0%
Dividends	$382,457	44.9%
Sales of Assets	$115,376	13.5%
Other Income	$110,208	12.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$484,904	57.5%
Compensation of Officers*	$170,000	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,536,293
Total Liabilities	$0
Net Assets	$13,536,293

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$642,879

Expenses

$779,820

Net Income

-$136,941

Net Assets

$13,527,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$179	0.0%
Dividends	$404,132	62.9%
Sales of Assets	$26,690	4.2%
Other Income	$6,066	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,397	59.8%
Compensation of Officers*	$163,700	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,530,145
Total Liabilities	$2,531
Net Assets	$13,527,614

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Types of Nonprofits

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The Frank H Bartholomew Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.3M (2024)

Expenses $2.14M (2024)

Total Assets $16.7M (2024)

Total Liabilities $2.19M (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$3.3M (2024)

Expenses

$2.14M (2024)

Total Assets

$16.7M (2024)

Total Liabilities

$2.19M (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001