The Frank H Bartholomew Foundation

SONOMA, CA EIN: 94-3129676

The Frank H Bartholomew Foundation is a private foundation, based in SONOMA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.7M in total assets. In 2024, it made $1.1M in qualifying distributions. Net investment income was $2.6M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16.7M

+46.6% YoY

Revenue

$3.3M

+775.2% YoY

Qualifying Distributions

$1.1M

+27.6% YoY

Expenses

$2.1M

+43.0% YoY

About The Frank H Bartholomew Foundation

Based on IRS filings

The Frank H Bartholomew Foundation is a private foundation, based in SONOMA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.7M in total assets. In 2024, it made $1.1M in qualifying distributions. Net investment income was $2.6M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CharlotteSonoma

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$906K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$16,716,640$11,400,282$13,454,620
Revenue$3,295,603$376,567$-11,191
Expenses$2,138,594$1,495,413$986,234
Qualifying Distributions$1,119,003$876,735$640,509
Net Investment Income$2,574,128$301,010$645,085
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K$4K2 grants20201 grants20212 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Keith LaVineGM of Winery$170KScott ClydeGeneral Manager$115KAnna PopeTrustee$102K

From 2024 filing

NameTitleHoursCompensation
Frank PopeTrustee20
Scott ClydeGeneral Manager40$115,000
Anna PopeTrustee40$102,000
Keith LaVineGM of Winery40$170,000

Frequently Asked Questions

How large is The Frank H Bartholomew Foundation?

As of 2024, The Frank H Bartholomew Foundation holds $16.7M in total assets with $3.3M in annual revenue.

Where does The Frank H Bartholomew Foundation operate?

The Frank H Bartholomew Foundation has awarded grants in California, North Carolina.

What is The Frank H Bartholomew Foundation's EIN?

The Frank H Bartholomew Foundation's EIN (Employer Identification Number) is 94-3129676. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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