Nonprofit · EIN 94-3129676
THE FRANK H BARTHOLOMEW FOUNDATION
Also known as BUENA VISTA VINEYARDS
Tax-exempt · SONOMA, CA 95476
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,295,603 | $2,138,594 | $1,157,009 | $16,716,640 | $2,193,350 | $14,523,290 |
| December 31, 2023 | 990-PF | $376,567 | $1,495,413 | -$1,118,846 | $11,400,282 | $2,308,908 | $9,091,374 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $222,339
- Interest
- $287
- Net gain from sales of assets
- $2,433,212
- Other income
- -$97,020
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $387,000
- Salaries, compensation and benefits (total)
- $181,787
- Disbursements for charitable purposes
- $1,119,003
- Excise tax on investment income
- $35,780
Balance sheet and other
- Total assets, start of year
- $11,400,282
- Total assets, end of year
- $16,716,640
- Total liabilities, end of year
- $2,193,350
- Net assets, end of year
- $14,523,290
- Fair market value of assets
- $36,268,493
- Qualifying distributions
- $1,119,003
- Net investment income
- $2,668,888
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 | Other / benefits |
|---|---|---|---|---|
| Keith LaVine 1695 Castle Road, Sonoma, CA 95476 | GM of Winery | 40 | $170,000 | $6,900 |
| Scott Clyde 1695 Castle Road, Sonoma, CA 95476 | General Manager | 40 | $115,000 | – |
| Anna Pope 1695 Castle Road, Sonoma, CA 95476 | Trustee | 40 | $102,000 | – |
| Rebecca Geshwender 1000 Vineyard Lane, Sonoma, CA 95476 | DTC Mgr. Highest-paid employee | 40 | $66,620 | – |
| Jose Z Rojas 1695 Castle Road, Sonoma, CA 95476 | Supervisor Highest-paid employee | 40 | $63,409 | – |
| Urbano Ponce 1695 Castle Road, Sonoma, CA 95476 | Laborer Highest-paid employee | 40 | $60,325 | – |
| Kyle Beyer 1000 Vineyard Lane, Sonoma, CA 95476 | Hospitality Mgr. Highest-paid employee | 40 | $57,614 | $1,964 |
| Efren A Ponce 1695 Castle Road, Sonoma, CA 95476 | Laborer Highest-paid employee | 40 | $54,463 | – |
| Frank Pope 1695 Castle Road, Sonoma, CA 95476 | Trustee | 20 | $0 | – |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Clyde 1695 Castle Road, Sonoma, CA 95476 | General Manager | 40 | $115,000 |
| Anna Pope 1695 Castle Road, Sonoma, CA 95476 | Trustee | 40 | $102,000 |
| Keith LaVine 1 Park Place, Dublin, CA 94568 | President &GM | 40 | $64,143 |
| Jose Z Rojas 2005 Castle Road, Sonoma, CA 95476 | Laborer Highest-paid employee | 40 | $63,112 |
| Urbano Ponce 1610 Lauren Dr, Petaluma, CA 94954 | Supervisor Highest-paid employee | 40 | $58,543 |
| Frank Pope 1695 Castle Road, sonoma, CA 95476 | Trustee | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 1695 CASTLE RD, SONOMA, CA 95476-8625
- In care of
- % ANNA POPE TRUSTEE
- Signed the 990-PF
- Frank Pope, Trustee
- Phone
- (415) 693-2041
- Return prepared by
- Comyns Smith McCleary & Deaver LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3129676 or by the name THE FRANK H BARTHOLOMEW FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 94-3129676
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,716,640
- Income (IRS master file)
- $8,370,166
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,295,603 | $2,138,594 | $16,716,640 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $376,567 | $1,495,413 | $11,400,282 | 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-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 94-3129676).
Questions about THE FRANK H BARTHOLOMEW FOUNDATION
- What is the EIN of THE FRANK H BARTHOLOMEW FOUNDATION?
- The employer identification number (EIN) of THE FRANK H BARTHOLOMEW FOUNDATION is 94-3129676.
- Is THE FRANK H BARTHOLOMEW FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to THE FRANK H BARTHOLOMEW FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE FRANK H BARTHOLOMEW FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE FRANK H BARTHOLOMEW FOUNDATION 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 THE FRANK H BARTHOLOMEW FOUNDATION 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 THE FRANK H BARTHOLOMEW FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 8 received compensation from the organization, the highest $170,000 (Keith LaVine, GM of Winery).
- How much revenue does THE FRANK H BARTHOLOMEW FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,295,603, expenses of $2,138,594 and total assets of $16,716,640 at year end.
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