Nonprofit · EIN 27-4334835
JOHN AND CAROLE BARTHOLDSON FOUNDATION INC
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $29,239 | $57,800 | -$28,561 | $256,322 | $0 | $256,322 |
| December 31, 2024 | 990-PF | $42,877 | $50,088 | -$7,211 | $284,886 | $0 | $284,886 |
| December 31, 2023 | 990-PF | $30,031 | $37,920 | -$7,889 | $291,897 | $0 | $291,897 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,808
- Net gain from sales of assets
- $17,218
- Other income
- $1,213
Expenses
- Grants and similar amounts paid
- $50,675
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $53,628
- Excise tax on investment income
- $345
Balance sheet and other
- Total assets, start of year
- $284,886
- Total assets, end of year
- $256,322
- Total liabilities, end of year
- $0
- Net assets, end of year
- $256,322
- Fair market value of assets
- $670,451
- Qualifying distributions
- $53,628
- Net investment income
- $27,826
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carole D Bartholdson 3198 Hollow Road, Malvern, PA 19355 | President | 1 | $0 |
| John R Bartholdson 3198 Hollow Road, Malvern, PA 19355 | Secretary-Treasurer | 1 | $0 |
| John A Bartholdson 3198 Hollow Road, Malvern, PA 19355 | Director | 0.5 | $0 |
| Leigh O'Black 3198 Hollow Road, Malvern, PA 19355 | Director | 0.5 | $0 |
| Kristen E Peter 3198 Hollow Road, Malvern, PA 19355 | Director | 0.5 | $0 |
| Janet B Fry 3198 Hollow Road, Malvern, PA 19355 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE D BARTHOLDSON 3198 HOLLOW ROAD, MALVERN, PA 19355 | PRESIDENT | 1 | $0 |
| JOHN R BARTHOLDSON 3198 HOLLOW ROAD, MALVERN, PA 19355 | SECRETARY-TREASURER | 1 | $0 |
| JOHN A BARTHOLDSON 3198 HOLLOW ROAD, MALVERN, PA 19355 | DIRECTOR | 0.5 | $0 |
| LEIGH O'BLACK 3198 HOLLOW ROAD, MALVERN, PA 19355 | DIRECTOR | 0.5 | $0 |
| KRISTEN E PETER 3198 HOLLOW ROAD, MALVERN, PA 19355 | DIRECTOR | 0.5 | $0 |
| JANET B FRY 3198 HOLLOW ROAD, MALVERN, PA 19355 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE D BARTHOLDSON 3198 HOLLOW ROAD, MALVERN, PA 19355 | PRESIDENT | 1 | $0 |
| JOHN R BARTHOLDSON 3198 HOLLOW ROAD, MALVERN, PA 19355 | SECRETARY-TREASURER | 1 | $0 |
| JOHN A BARTHOLDSON 101 W 81ST STREET APT 222, NEW YORK, NY 10024 | DIRECTOR | 0 | $0 |
| LEIGH O'BLACK 223 RADNOR STREET ROAD, WAYNE, PA 19087 | DIRECTOR | 0 | $0 |
| KRISTEN E PETER 601 HARRITON ROAD, BRYN MAWR, PA 19010 | DIRECTOR | 0 | $0 |
| JANET B FRY 419 LITTLEBROOK ROAD, BERWYN, PA 19312 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 485 DEVON PARK DR STE 114, WAYNE, PA 19087-1840
- In care of
- % JOHN R BARTHOLDSON
- Signed the 990-PF
- John R Bartholdson, Secretary-Treasurer
- Phone
- (610) 772-3140
- Return prepared by
- RSM US 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 | 990-PF 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
- 27-4334835
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $256,322
- Income (IRS master file)
- $44,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $29,239 | $57,800 | $256,322 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $42,877 | $50,088 | $284,886 | IRS |
| 990-PF | December 2023 | $30,031 | $37,920 | $291,897 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 27-4334835).
Questions about JOHN AND CAROLE BARTHOLDSON FOUNDATION INC
- What is the EIN of JOHN AND CAROLE BARTHOLDSON FOUNDATION INC?
- The employer identification number (EIN) of JOHN AND CAROLE BARTHOLDSON FOUNDATION INC is 27-4334835.
- Is JOHN AND CAROLE BARTHOLDSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to JOHN AND CAROLE BARTHOLDSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND CAROLE BARTHOLDSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND CAROLE BARTHOLDSON FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN AND CAROLE BARTHOLDSON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN AND CAROLE BARTHOLDSON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does JOHN AND CAROLE BARTHOLDSON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,239, expenses of $57,800 and total assets of $256,322 at year end.
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