Nonprofit · EIN 13-6103401
THEODORE H BARTH FOUNDATION INC
Tax-exempt · NEW YORK, NY 10111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,064,638 | $1,793,395 | $271,243 | $19,394,252 | $21,597 | $19,372,655 |
| December 31, 2023 | 990-PF | $2,626,033 | $1,568,581 | $1,057,452 | $18,989,111 | $0 | $18,989,111 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $379,316
- Net gain from sales of assets
- $1,685,201
- Other income
- $121
Expenses
- Grants and similar amounts paid
- $1,333,500
- Compensation of officers, directors and key employees
- $119,000
- Disbursements for charitable purposes
- $1,543,300
- Excise tax on investment income
- $25,570
Balance sheet and other
- Total assets, start of year
- $18,989,111
- Total assets, end of year
- $19,394,252
- Total liabilities, end of year
- $21,597
- Net assets, end of year
- $19,372,655
- Fair market value of assets
- $29,463,374
- Qualifying distributions
- $1,543,300
- Net investment income
- $2,064,638
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLEN S BERELSON 45 ROCKEFELLER PLAZA-SUITE 2006, NEW YORK, NY 10111 | PRESIDENT & TREAS/TRUSTEE | 20 | $77,000 |
| LAWRENCE M FRANKS 45 ROCKEFELLER PLAZA-SUITE 2006, NEW YORK, NY 10111 | SECRETARY/TRUSTEE | 4 | $42,000 |
| MARY E KIRK 45 ROCKEFELLER PLAZA-SUITE 2006, NEW YORK, NY 10111 | VICE PRESIDENT/TRUSTEE | 1 | $2,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLEN S BERELSON 45 ROCKEFELLER PLAZA-SUITE 2006, NEW YORK, NY 10111 | PRESIDENT & TREAS/TRUSTEE | 20 | $77,000 |
| LAWRENCE M FRANKS 45 ROCKEFELLER PLAZA-SUITE 2006, NEW YORK, NY 10111 | SECRETARY/TRUSTEE | 4 | $32,000 |
| MARY E KIRK 45 ROCKEFELLER PLAZA-SUITE 2006, NEW YORK, NY 10111 | VICE PRESIDENT/TRUSTEE | 1 | $2,000 |
Address and contacts
- Address (IRS master file)
- 45 ROCKEFELLER PLAZA STE 2006, NEW YORK, NY 10111-0100
- Signed the 990-PF
- ELLEN S BERELSON, PRESIDENT
- Phone
- (212) 332-3466
- Return prepared by
- FARKOUH FURMAN & FACCIO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6103401
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $19,394,252
- Income (IRS master file)
- $12,418,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,064,638 | $1,793,395 | $19,394,252 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,626,033 | $1,568,581 | $18,989,111 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6103401).
Questions about THEODORE H BARTH FOUNDATION INC
- What is the EIN of THEODORE H BARTH FOUNDATION INC?
- The employer identification number (EIN) of THEODORE H BARTH FOUNDATION INC is 13-6103401.
- Is THEODORE H BARTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THEODORE H BARTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THEODORE H BARTH FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THEODORE H BARTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THEODORE H BARTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THEODORE H BARTH FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $77,000 (ELLEN S BERELSON, PRESIDENT & TREAS/TRUSTEE).
- How much revenue does THEODORE H BARTH FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,064,638, expenses of $1,793,395 and total assets of $19,394,252 at year end.
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