The Barthelmes Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $4.8M in total assets. In 2023, it awarded 2 grants totaling $126K. Net investment income was $29K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$4.8M
-6.2% YoY
Annual Giving
$126K
-21.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$63K
-21.1% YoY
Under IRS private-foundation payout rules, The Barthelmes Foundation Inc reported a distributable amount of $248K for 2023 — the minimum it must pay out in qualifying distributions.
About The Barthelmes Foundation Inc
Based on IRS filings
The Barthelmes Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $4.8M in total assets. In 2023, it awarded 2 grants totaling $126K. Net investment income was $29K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $4,771,949 | $5,089,145 | $5,391,504 |
| Revenue | $207,312 | $269,103 | $572,064 |
| Expenses | $524,508 | $571,724 | $664,131 |
| Qualifying Distributions | $346,319 | $385,989 | $478,422 |
| Net Investment Income | $29,123 | $83,368 | $386,355 |
| Distributable Amount | $248,353 | $268,919 | $309,909 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Barthelmes Conservatory Inc ($125,479), Arts Alliance Tulsa ($309).
| Recipient | Purpose | Amount |
|---|---|---|
| BARTHELMES CONSERVATORY INC TULSA, OK | GENERAL SUPPORT | $125,479 |
| ARTS ALLIANCE TULSA TULSA, OK | GENERAL SUPPORT | $309 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH L HULL III | President | 30 | $154,659 |
| DR ANTHONY BROWN | Director | 0.5 | — |
| LARRY PINKERTON | Director | 0.5 | — |
| PHIL HANEY | Director | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Barthelmes Foundation Inc?
The Barthelmes Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $4.8M in total assets as of 2023.
How large is The Barthelmes Foundation Inc?
As of 2023, The Barthelmes Foundation Inc holds $4.8M in total assets with $207K in annual revenue. It awarded 2 grants totaling $126K in 2023.
Where does The Barthelmes Foundation Inc operate?
The Barthelmes Foundation Inc has awarded grants in New York, Oklahoma.
What size grants does The Barthelmes Foundation Inc award?
In 2023, The Barthelmes Foundation Inc awarded 2 grants totaling $126K — an average of about $63K per grant, based on its IRS Form 990 filings.
How much is The Barthelmes Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Barthelmes Foundation Inc reported a distributable amount of $248K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Barthelmes Foundation Inc's EIN?
The Barthelmes Foundation Inc's EIN (Employer Identification Number) is 20-1326155. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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