The Albert And Hete Barthelmes in Tulsa, Oklahoma (OK)

The Albert And Hete Barthelmes
Employer Identification Number (EIN)	731423086
Name of Organization	The Albert And Hete Barthelmes
Address	401 S Boston Ave Ste 250, Tulsa, OK 74103-4039
Activities	Supplying money, goods or services to the poor, Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	11/1993
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$5,000,000 to $9,999,999
Income	$5,000,000 to $9,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$7,587,693
Amount of Income	$5,348,598
Form 990 Revenue Amount	$228,721

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	$533,716	$499,869	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$85,574
Dividends and interest from securities	$89,998
Gross rents	$0
Gross sales price for all assets	$5,157,194
Gross profit from sales of goods	$0
Other income	$15,832
Other	$342,312
Total expenses and disbursements	$594,149	$166,792	$0	$423,461
Compensation of officers, directors, trustees, etc.	$84,000
Pension plans, employee benefits	$7,439
Legal fees	$0
Accounting fees	$5,985
Interest	$231
Depreciation	$1,472
Occupancy	$13,299
Travel, conferences, and meetings	$2,218
Printing and publications	$0
Total operating and administrative expenses	$213,832	$166,792		$43,144
Contributions, gifts, grants paid	$380,317
Excess of revenue over expenses and disbursements	$-60,433
Net investment income		$333,077
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$7,708,187	$7,815,782	$7,647,974	$7,848,866	$7,587,693	$8,532,435
Cash - non-interest-bearing	$100		$100		$100
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$6,196,646		$5,189,020		$6,073,953
Other assets			$120,005		$155,273
Total liabilities	$2,145		$1,298		$1,502
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$7,706,042		$7,646,676		$7,586,191

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$92,788	$342,312
Net capital loss	$-38,976	$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	$1,976	$3,665	$6,662
Total credits and payments	$3,360	$4,710	$4,680
Current year estimated tax payments and previous year's overpayment credited to current year	$2,360	$2,710	$4,680
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$1,000	$2,000	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$12	$0	$0
Tax due		$0	$1,982
Overpayment		$1,045	$0
Amount to be credited to next year's estimated tax	$1,372	$1,045	$0

	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?		Yes	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?	No	No	No
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?	Yes	Yes	Yes
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	$8,111,418	$7,870,652	$8,183,227
Net value of noncharitable-use assets		$7,752,592	$8,060,479
Minimum investment return	$399,487	$387,630	$403,024

	2011	2012	2013
Distributable Amount
Distributable amount	$397,511	$383,965	$396,362

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$397,511	$383,965	$396,362
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	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
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	$85,574	$0
Dividends and interest from securities	$89,998	$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

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$0	$0	$0
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$0	$0	$0
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$0	$0	$0

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$317
Compensation of officers, directors, and trustees	$0
Salaries and wages	$0
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$317
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$0
Unrelated business taxable income	$-317
Unrelated business taxable income before net operating loss deduction	$-317
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$-317
Specific deduction	$1,000

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 Albert And Hete Barthelmes to others? (optional)

Yes

Add photo of The Albert And Hete Barthelmes (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 (3.144.95.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Encore Theatre Arts Inc in Tulsa, OK
Action Christian Chapel Inc in Tulsa, OK
Order Of Eastern Star Of Oklahoma in Tulsa, OK
Say Yes To Jesus Foundation Inc in Tulsa, OK
What If Freedom Ministries Inc in Tulsa, OK
A Friend For A Friend Inc in Tulsa, OK
Students Against Drugs And Alcohol Inc in Tulsa, OK
Servant Education And Research Foundation in Tulsa, OK
The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee in Tulsa, OK
Marlow Samaritans in Marlow, OK

Recently Added Reviews

Encore Theatre Arts Inc in Tulsa, OK

Action Christian Chapel Inc in Tulsa, OK

Order Of Eastern Star Of Oklahoma in Tulsa, OK

Say Yes To Jesus Foundation Inc in Tulsa, OK

What If Freedom Ministries Inc in Tulsa, OK

A Friend For A Friend Inc in Tulsa, OK

Students Against Drugs And Alcohol Inc in Tulsa, OK

Servant Education And Research Foundation in Tulsa, OK

The Charles And Peggy Stephenson Family Foundation, Stephenson Charles C Jr Ttee in Tulsa, OK

Marlow Samaritans in Marlow, OK

Id	Name	Address	State	Established	Total Income
Other organizations in Oklahoma
1	Promoting Animal Welfare Society Inc	PO BOX 1525, Muskogee, OK 74402-1525	OK	1993-04	$112,233
2	Ronald E And Eleanor J Hall Foundation	4506 S Harvard, Tulsa, OK 74135	OK	2004-03	$295,908
3	Ruth Chapman & Andrew G Cowles Memorial Trustfc	PO BOX 1620, Tulsa, OK 74101-1620	OK	1982-07	$6,562,979
4	Sand Springs Home	PO BOX 278, Sand Springs, OK 74063-0278	OK	1937-10	$15,562,343
5	Sayre Memorial Hospital Inc	911 Hospital Dr, Sayre, OK 73662-1206	OK	1978-08	$7,071,547
6	Seminole State College Educational Foundation Inc	PO BOX 351, Seminole, OK 74818-0351	OK	1972-07	$970,580
7	Shepherds Hands	19 Nw Pleasant View Rdg, Lawton, OK 73505-9502	OK	2004-06	$169,475
8	Southern Oklahoma Memorial Foundation Inc	PO BOX 1409, Ardmore, OK 73402-1409	OK	1988-10	$51,006,023
9	Special Care Incorporated	12201 N Western Ave, Oklahoma City, OK 73114-8022	OK	1984-11	$2,557,556
10	Stockyards City Main Street Inc	PO BOX 82446, Oklahoma City, OK 73148-0446	OK	1993-04	$122,185
11	The Albert And Hete Barthelmes	401 S Boston Ave Ste 250, Tulsa, OK 74103-4039	OK	1993-11	$5,348,598
12	The Barnett Family Foundation Inc	6742 S Evanston Ave, Tulsa, OK 74136-4509	OK	2002-03	$1,890,788
13	The Helmerich Trust	1437 S Boulder Ave, Tulsa, OK 74119-3609	OK	1987-07	$2,166,928
14	The John And Donnie Brock Foundation	2021 S Lewis Ave Ste 415, Tulsa, OK 74104-5710	OK	1987-10	$2,078,697
15	Thy Kingdom Come Inc	7301 E 25th St, Tulsa, OK 74129	OK	1975-12	$219,437
16	Touchstone Youth Project Inc	PO BOX 643, Oklahoma City, OK 73101-0643	OK	2002-06	$51,853
17	Trinity Christian Academy Of Lawton Inc	902 Sw A Ave, Lawton, OK 73501-3950	OK	2001-07	$405,505
18	Union Band Parents Club Inc	PO BOX 471915, Tulsa, OK 74147-1915	OK	1979-07	$850,352
19	United Way Of Logan County Inc	PO BOX 1602, Guthrie, OK 73044-1602	OK	1987-01	$278,458
20	Vose Foundation Inc	301 W Britton Rd Unit 14664, Oklahoma City, OK 73113-4735	OK	1958-04	$674,190

NonProfitFacts.com is not associated with, endorsed by, or sponsored by The Albert And Hete Barthelmes and has no official or unofficial affiliation with The Albert And Hete Barthelmes