The Frank H Bartholomew Foundation, Buena Vista Vineyards in San Francisco, California (CA)

The Frank H Bartholomew Foundation, Buena Vista Vineyards
Employer Identification Number (EIN)	943129676
Name of Organization	The Frank H Bartholomew Foundation
Secondary Name	Buena Vista Vineyards
In Care of Name	William W Godward Trustee
Address	101 California St Co William W God, San Francisco, CA 94111
Activities	Museum, zoo, planetarium, etc., Historical site, records or reenactment, Other cultural or historical activities
Subsection	Charitable Organization
Ruling Date	10/1991
Deductibility	Contributions are deductible
Foundation	Private operating foundation (other)
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$10,000,000 to $49,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$13,521,284
Amount of Income	$1,761,326
Form 990 Revenue Amount	$642,879

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$867,797	$650,266	$617,276
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$40
Dividends and interest from securities	$342,421
Gross rents	$48,676
Gross sales price for all assets	$1,152,658
Gross profit from sales of goods	$217,531
Gross sales less returns and allowances	$217,531
Less: Cost of goods sold	$0
Other income	$0
Other	$259,129
Total expenses and disbursements	$882,806	$51,082	$253,509	$504,502
Compensation of officers, directors, trustees, etc.	$192,194
Pension plans, employee benefits	$0
Legal fees	$2,926
Accounting fees	$8,386
Interest	$0
Depreciation	$151,780
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$332
Total operating and administrative expenses	$877,806	$51,082		$499,502
Contributions, gifts, grants paid	$5,000
Excess of revenue over expenses and disbursements	$-15,009
Net investment income		$599,184
Adjusted net income			$363,767

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$13,530,145	$15,126,086	$13,536,293	$15,606,041	$13,521,284	$16,247,400
Cash - non-interest-bearing	$100		$101		$100
Investments-U.S. and state government obligations	$553,067		$448,666		$368,360
Investments-corporate stock	$4,017,425		$3,862,128		$3,866,196
Investments-corporate bonds	$1,772,695		$1,668,241		$1,564,378
Investments-mortgage loans	$0		$0		$0
Investments-other	$536,274		$907,107		$1,276,119
Other assets			$0		$0
Total liabilities	$2,531		$0		$0
Total liabilities and net assets/fund balances	$13,527,614		$13,536,293		$13,521,284

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$26,690	$115,376	$259,129
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$8,697	$12,027	$11,984
Total credits and payments	$9,233	$8,836	$12,400
Current year estimated tax payments and previous year's overpayment credited to current year	$9,233	$8,836	$12,400
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$3,191	$0
Overpayment		$0	$416
Amount to be credited to next year's estimated tax	$536	$0	$416

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	Yes	Yes	Yes
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$7,936,725	$8,139,494	$8,783,919
Net value of noncharitable-use assets		$8,017,402	$8,652,160
Minimum investment return	$390,884	$400,870	$432,608

	2011	2012	2013
Distributable Amount
Distributable amount	$0	$0	$0

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$0	$0	$0
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$363,767	$376,041	$390,884	$379,036	$1,509,728
Qualifying distributions made directly for active conduct of exempt activities	$525,563	$600,477	$551,716	$643,500	$2,321,256
Value of all assets	$1	$0	$0	$0	$1
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$288,405	$267,246	$260,589	$252,690	$1,068,930
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$40	$0
Dividends and interest from securities	$342,421	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend The Frank H Bartholomew Foundation, Buena Vista Vineyards to others? (optional)

Yes

Add photo of The Frank H Bartholomew Foundation, Buena Vista Vineyards (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.17.75.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Trust Funds Inc in San Francisco, CA
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
Bay Area Compensation Association in San Francisco, CA
Progress Unity Fund in San Francisco, CA
Community Assembly Of God in San Francisco, CA
Anders & Anders Foundation in San Francisco, CA
Grand Lodge Of The Gran Oriente Filipino in San Francisco, CA
Global Women Intact in San Francisco, CA
National Poetry Association Inc in San Francisco, CA
San Francisco Paramedic Association in San Francisco, CA

Recently Added Reviews

Trust Funds Inc in San Francisco, CA

Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA

Bay Area Compensation Association in San Francisco, CA

Progress Unity Fund in San Francisco, CA

Community Assembly Of God in San Francisco, CA

Anders & Anders Foundation in San Francisco, CA

Grand Lodge Of The Gran Oriente Filipino in San Francisco, CA

Global Women Intact in San Francisco, CA

National Poetry Association Inc in San Francisco, CA

San Francisco Paramedic Association in San Francisco, CA

Id	Name	Address	State	Established	Total Income
Other organizations in California
1	The First Tee Of Oakland	11425 Golf Links Rd, Oakland, CA 94605-5719	CA	2006-07	$410,683
2	The Fistula Foundation	1922 The Alameda Ste 302, San Jose, CA 95126-1430	CA	2001-04	$7,195,861
3	The Flag Foundation	2920 Thorn Rd, Sebastopol, CA 95472-5341	CA	2008-12	$120,956
4	The Folger Levin Philanthropic Fund	199 Fremont St Fl 23, San Francisco, CA 94105-6638	CA	1992-08	$1
5	The Folsom Cordova Community Partnership	10665 Coloma Rd Ste 200, Rncho Cordova, CA 95670-4026	CA	1992-08	$1,524,735
6	The Foundation For Sustainability	1111 W El Camino Real Ste 109-220, Sunnyvale, CA 94087	CA	2008-08	$1,396,000
7	The Foundation Inc	1990 S Bundy Dr Ste 200, Los Angeles, CA 90025-5249	CA	1992-03	$5,565
8	The Foundation Of Laguna Woods Village	PO BOX 3279, Laguna Hills, CA 92654-3279	CA	1997-11	$275,169
9	The Foundation Of The Family Of C M And Edna P Cotton	19552 Sierra Canon Rd, Irvine, CA 92603-3803	CA	1964-03	$443,147
10	Fox Theater Foundation	2001 H St, Bakersfield, CA 93301-3919	CA	1992-06	$648,046
11	The Frank H Bartholomew Foundation, Buena Vista Vineyards	101 California St Co William W God, San Francisco, CA 94111	CA	1991-10	$1,761,326
12	The Freedom Bound Center	4101 67th St, Sacramento, CA 95820-3407	CA	2002-01	$169,652
13	The Fremont Group Foundation	PO BOX 193809, San Francisco, CA 94119-3809	CA	1997-04	$640,229
14	The Friends Of The Cupertino Library	10800 Torre Ave, Cupertino, CA 95014-3234	CA	1999-05	$100,465
15	The Further Foundation	1000 Fourth St 375, San Rafael, CA 94901	CA	1990-02	$78,749
16	The Gaffney Foundation	10551 Wilshire Blvd Apt 1002, Los Angeles, CA 90024-4571	CA	2002-10	$100,260
17	The Garcia Pass It On Foundation	P O Box 8977, Rancho Santa Fe, CA 92067	CA	2008-04	$14,082
18	The Garden House Workshop Inc, Rosberg Michael D Gen Ptr	18200 Highway 178, Bakersfield, CA 93306-9510	CA	2004-12	$24,000
19	The Gareeb Family Foundation, Gareeb Nabeel Ttee	1200 Newport Center Dr Ste 230, Newport Beach, CA 92660-0933	CA	2006-01	$5,633,630
20	The Georgia Anna Camp Foundation	1021 W Bastanchury Road, Fullerton, CA 92833-2248	CA	1950-09	$251,322

NonProfitFacts.com is not associated with, endorsed by, or sponsored by The Frank H Bartholomew Foundation, Buena Vista Vineyards and has no official or unofficial affiliation with The Frank H Bartholomew Foundation, Buena Vista Vineyards