Theodore H Barth Foundation Inc
- Assets
- $19.0m
- Revenue
- $2.6m
- Investments
- $16.7m
- Employees
- 0
- Location
- New York, NY
- Founding
- 05/2000
- Data as of
- 12/2023
- EIN
- 13-6103401
Organization Overview
Theodore H Barth Foundation Inc is located in New York, NY. The organization was established in 2000. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Theodore H Barth Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Theodore H Barth Foundation Inc generated $2.6m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 20.1% each year . All expenses for the organization totaled $1.6m during the year ending 12/2023. While expenses have increased by 0.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Theodore H Barth Foundation Inc has awarded 349 individual grants totaling $5,725,177. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ellen S Berelson President & Treas/trustee | 20 | $77,000 | |
Lawrence M Franks Secretary/trustee | 4 | $32,000 | |
Mary E Kirk Vice President/trustee | 1 | $2,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Morgan Stanley Smith Barney Holdings Llc | 12/30/22 | $161,742 |
Farkouh Furman & Faccio | 12/30/22 | $52,873 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $344,021 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,277,361 |
| Capital Gain Net Income | $2,277,361 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,651 |
| Total Revenue | $2,626,033 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $109,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $17,059 |
| Depreciation | $0 |
| Occupancy | $26,400 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $77,201 |
| Total operating and administrative expenses | $412,581 |
| Contributions, gifts, grants paid | $1,156,000 |
| Total expenses and disbursements | $1,568,581 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$103,523 |
| Savings and temporary cash investments | $622,465 |
| Net Accounts receivable | $1,720,724 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $7,010,191 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $4,850 |
| Total assets | $18,989,111 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Theodore H Barth Foundation Inc has awarded $1,156,000 in support to 65 organizations.
| Grant Recipient | Amount |
|---|---|
ALEXANDRIA SYMPHONY ORCHESTRA PURPOSE: CHARITABLE PURPOSES | $5,000 |
ARENA STAGE PURPOSE: CHARITABLE PURPOSES | $20,000 |
ARLINGTON THRIVE PURPOSE: CHARITABLE PURPOSES | $15,000 |
ATLANTIC THEATER COMPANY PURPOSE: CHARITABLE PURPOSES | $7,500 |
BENTLEY COLLEGE PURPOSE: EDUCATIONAL PURPOSES | $3,500 |
BIG BROTHERS AND BIG SISTERS OF NYC PURPOSE: CHARITABLE PURPOSES | $10,000 |