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Nonprofit · EIN 20-1326155

BARTHELMES FOUNDATION INC

Tax-exempt · TULSA, OK 74119

Financials

$207K$525K2023$223K$657K2024
Revenue Expenses · by fiscal year end
Financials of BARTHELMES FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$222,998$656,620-$433,622$4,337,240$4,714$4,332,526
December 31, 2023990-PF$207,312$524,508-$317,196$4,771,949$5,801$4,766,148
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$121,949
Interest
$1,722
Net gain from sales of assets
$97,519
Other income
$1,808

Expenses

Grants and similar amounts paid
$219,465
Compensation of officers, directors and key employees
$189,873
Salaries, compensation and benefits (total)
$103,860
Disbursements for charitable purposes
$454,803
Excise tax on investment income
$294

Balance sheet and other

Total assets, start of year
$4,771,949
Total assets, end of year
$4,337,240
Total liabilities, end of year
$4,714
Net assets, end of year
$4,332,526
Fair market value of assets
$5,414,529
Qualifying distributions
$454,803
Net investment income
$222,998

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.

NameTitleHours / weekCompensation
JOSEPH L HULL III
1717 SOUTH CHEYENNE AVENUE, TULSA, OK 741194611
President30$169,734
DEBORAH BRIGHT
311 SOUTH BRISTOW, DRUMRIGHT, OK 74030
PROGRAM MGR
Highest-paid employee
40$85,677
DR ANTHONY BROWN
OSU POLI-SCI DEPT 201 MURRAY, STILLWATER, OK 74078
Director0.5$0
LARRY PINKERTON
15 EAST 15TH STREET, TULSA, OK 74103
Director0.5$0
PHIL HANEY
1437 SOUTH BOULDER AVE 1050, TULSA, OK 74119
Director0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOSEPH L HULL III
1717 SOUTH CHEYENNE AVENUE, TULSA, OK 741194611
President30$154,659
DEBORAH BRIGHT
311 SOUTH BRISTOW, DRUMRIGHT, OK 74030
PROGRAM MGR
Highest-paid employee
40$78,480
DR ANTHONY BROWN
OSU POLI-SCI DEPT 201 MURRAY, STILLWATER, OK 74078
Director0.5$0
LARRY PINKERTON
15 EAST 15TH STREET, TULSA, OK 74103
Director0.5$0
PHIL HANEY
1437 SOUTH BOULDER AVE 1050, TULSA, OK 74119
Director0.5$0

Address and contacts

Address (IRS master file)
1717 S CHEYENNE AVE, TULSA, OK 74119-4611
In care of
% JOSEPH L HULL III
Signed the 990-PF
DEBORAH BRIGHT, PROGRAM MANAGER
Phone
(918) 592-7996
Return prepared by
Sullivan & Associates PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-1326155
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,337,240
Income (IRS master file)
$1,566,729

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$222,998$656,620$4,337,240XML
990-TDecember 2024–––IRS
990-PFDecember 2023$207,312$524,508$4,771,949XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 20-1326155).

Questions about BARTHELMES FOUNDATION INC

What is the EIN of BARTHELMES FOUNDATION INC?
The employer identification number (EIN) of BARTHELMES FOUNDATION INC is 20-1326155.
Is BARTHELMES FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to BARTHELMES FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BARTHELMES FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BARTHELMES 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 BARTHELMES 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 BARTHELMES FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $169,734 (JOSEPH L HULL III, President).
How much revenue does BARTHELMES FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $222,998, expenses of $656,620 and total assets of $4,337,240 at year end.

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