501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $317K a year · 112% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
990-PF Pt I · 5 filings
9 mo
of spending, in cash
Looks good: 8.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$149K
Spent
$588K
Net assets
$5.5M
By yearFY2020–FY2024
Revenue
$149K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$149K
FY2021$572K
FY2022$269K
FY2023$207K
FY2024$223K
Expenses
$588K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$588K
FY2021$664K
FY2022$572K
FY2023$525K
FY2024$657K
Net assets
$5.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.5M
FY2021$5.4M
FY2022$5.1M
FY2023$4.8M
FY2024$4.3M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 38% · $226K Operating & administrative 62% · $363K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2021
Joseph L Hull III$169,734$154,659$151,110

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Barthelmes Foundation INC executive salaries →

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Programs and updates

A private foundation based in Tulsa, OK.

Questions for The Barthelmes Foundation INC

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 2 grants · $219K · 2024–2024
Barthelmes Conservatory INCFY2024$217,000
Arts Alliance TulsaFY2024$2,465

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$110K
Median grantPart XV$217K
Largest grantPart XV$217K

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$149K
Investment income$139K
Other income$10K
Money out
$588K
Grants paid$226K
Running costs$363K
Owns and owes
$5.5M
net assets
Cash and savings$435K
Total assets$5.5M
Liabilities$1K
2In more detail
Revenue in detail
Investment income$139K
Other income$10K
Total revenue$149K
Assets in detailEnd of year
Cash and savings together$435K
Total assets$5.5M
Liabilities$1K
Net assets$5.5M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $223K$657K−$434K$4.3M 990 PDF
FY2023 $207K$525K−$317K$4.8M 990 PDF
FY2022 $269K$572K−$303K$5.1M 990 PDF
FY2021 $572K$664K−$92K$5.4M 990 PDF
FY2020 Viewing $149K$588K−$439K$5.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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