Civic Intelligence

The Bartholomew Private Foundation

990PF • Fiscal year 2021 • EIN 26-2198972

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 18, 2022

Organization Profile
2828 Tarflower WayNaples, FL 34105-3028

(239) 513-1370

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

18th percentile

-4.1%

Higher net margin than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

14th percentile

-3.0%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,359,365

Down $443,066 (-3.0%) from 2020

Net Assets

Down

$14,359,365

Down $443,066 (-3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin18th percentile

Revenue

Down

$782,891

Down $1,782,521 (-69%) from 2020

Expenses

Down

$815,054

Down $76,087 (-8.5%) from 2020

Net Income

Down

-$32,163

Down $1,706,434 (-102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $9,565,446Liabilities 2010: $0Net Assets 2010: $9,565,4462010Assets 2011: $5,210,067Liabilities 2011: $0Net Assets 2011: $5,210,0672011Assets 2012: $9,653,490Liabilities 2012: $0Net Assets 2012: $9,653,4902012Assets 2013: $9,929,442Liabilities 2013: $0Net Assets 2013: $9,929,4422013Assets 2014: $11,629,035Liabilities 2014: $0Net Assets 2014: $11,629,0352014Assets 2015: $11,582,165Liabilities 2015: $0Net Assets 2015: $11,582,1652015Assets 2016: $11,713,675Liabilities 2016: $0Net Assets 2016: $11,713,6752016Assets 2017: $12,543,022Liabilities 2017: $0Net Assets 2017: $12,543,0222017Assets 2018: $12,397,126Liabilities 2018: $0Net Assets 2018: $12,397,1262018Assets 2019: $12,179,517Liabilities 2019: $0Net Assets 2019: $12,179,5172019Assets 2020: $14,802,431Liabilities 2020: $0Net Assets 2020: $14,802,4312020Assets 2021: $14,359,365Liabilities 2021: $0Net Assets 2021: $14,359,3652021Assets 2022: $13,220,624Liabilities 2022: $0Net Assets 2022: $13,220,6242022Assets 2023: $13,849,519Liabilities 2023: $0Net Assets 2023: $13,849,5192023Assets 2024: $13,569,852Liabilities 2024: $0Net Assets 2024: $13,569,8522024

Highlighted filing

2021

Assets$14,359,365
Liabilities$0
Net Assets$14,359,365
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $462,1962010Expenses 2011: $5,276,3402011Expenses 2012: $240,8932012Revenue 2013: $941,474Expenses 2013: $665,522Net Income 2013: $275,9522013Revenue 2014: $1,786,114Expenses 2014: $84,512Net Income 2014: $1,701,6022014Revenue 2015: $51,047Expenses 2015: $97,917Net Income 2015: -$46,8702015Revenue 2016: $256,410Expenses 2016: $124,900Net Income 2016: $131,5102016Revenue 2017: $866,090Expenses 2017: $130,606Net Income 2017: $735,4842017Revenue 2018: $1,075,473Expenses 2018: $882,381Net Income 2018: $193,0922018Revenue 2019: $152,779Expenses 2019: $943,243Net Income 2019: -$790,4642019Revenue 2020: $2,565,412Expenses 2020: $891,141Net Income 2020: $1,674,2712020Revenue 2021: $782,891Expenses 2021: $815,054Net Income 2021: -$32,1632021Revenue 2022: $1,155,760Expenses 2022: $676,195Net Income 2022: $479,5652022Revenue 2023: $612,402Expenses 2023: $364,209Net Income 2023: $248,1932023Revenue 2024: $718,340Expenses 2024: $586,222Net Income 2024: $132,1182024

Highlighted filing

2021

Revenue$782,891
Expenses$815,054
Net Income-$32,163
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 18, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS R BARTHOLOMEWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBIGLIFE INTERNATIONAL INCPROGRAM SUPPORTPCNAPLES, FL, US$500,000
Paid GrantMISSION PRE-BORN INCPROGRAM SUPPORTPCINDIANAPOLIS, IN, US$250,000
Filing and Contact Details

Filer

Filer Name
The Bartholomew Private Foundation
EIN
26-2198972
Phone
2395131370
Address
2828 TARFLOWER WAY, NAPLES, FL 34105-3028

Signing Officer

Name
Douglas R Bartholomew
Title
Trustee
Phone
2395131370
Signed
2022-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DOUGLAS R BARTHOLOMEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIGLIFE INTERNATIONAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MISSION PRE-BORN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 110431
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 78221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146278
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0750000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0200665
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0549335
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0551728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0750000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0351063
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0549335
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS R BARTHOLOMEW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02828 TARFLOWER WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341053028
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08384
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt08384
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0410903
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REFUND OF PORTION OF PRIOR YEAR RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0585
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24019
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31895
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0585
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31895
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt055000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROPERTY DAMAGE SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INSURANCE REFUND WHICH WAS TAKEN AS A DEDUCTION IN PRIOR YEAR
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03115
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt055000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13115
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt03600000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0BIBLE LIFE CHURCH OF NAPLES
TaxesSchedule/TaxesDetail/Amt011101
TaxesSchedule/TaxesDetail/Amt137000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011101
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS R BARTHOLOMEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395131370
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARTHOLOMEW PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0262198972
ReturnHeader/Filer/PhoneNum02395131370
ReturnHeader/Filer/USAddress/AddressLine1Txt02828 TARFLOWER WAY
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341053028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02022-04-18T17:03:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTHOLOMEW
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,359,365
Liabilities
$0
Net assets
$14,359,365
Revenue
$782,891
Expenses
$815,054
Net income
-$32,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.72$0.59$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$0.61$0.36$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$1.16$0.68$0.48
2021Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.78$0.82$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$2.57$0.89$1.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.15$0.94$0.79
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$1.08$0.88$0.19
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.13$0.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.26$0.12$0.13
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.79$0.08$1.70
2013Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.94$0.67$0.28
2012Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.24
2011Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$5.28
2010Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.46