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Nonprofiteer
← BOWLER-BARTLETT FOUNDATION

Form 990 for tax year 2022

Filed by BOWLER-BARTLETT FOUNDATION.

Totals

Total revenue
$724,084
Total expenses
$610,375
Contributions and grants received
$601,300
Grants paid
$0
Program service revenue
$54,100
Investment income
$68,684
Other revenue
$0
Total assets, end of year
$2,104,627
Total liabilities, end of year
$43,958
Net assets or fund balances, end of year
$2,060,669
Program services expenses (Part IX)
$610,375
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$610,375

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $601,300

  • 2a · Program service revenue: TUITION/NH LEADERSHIP

    total $54,100 · unrelated business $54,100

  • 3 · Investment income

    total $88,685 · excluded $88,685

  • 7a · Gross sales of assets other than inventory

    securities $186,875

  • 7b · Less cost or other basis and sales expenses

    securities $206,876

  • 7c · Gain or loss

    securities -$20,001

  • 7d · Net gain or loss

    total -$20,001 · excluded -$20,001

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $19,208 · program services $19,208

  • 24a · Other expenses: MOBILE VAN PROJECT

    total $484,917 · program services $484,917

  • 24b · Other expenses: NH PHYSICIAN LEADERSHIP

    total $86,250 · program services $86,250

  • 24c · Other expenses: GRANT EXPENSE - CLIMATE

    total $20,000 · program services $20,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $627,242 · end of year $256,748

  • 4 · Accounts receivable

    beginning of year $26,400 · end of year $314,500

  • 12 · Investments: other securities

    beginning of year $1,771,619 · end of year $1,533,379

  • 17 · Accounts payable and accrued expenses

    beginning of year $190,585 · end of year $43,958

  • 27 · Net assets without donor restrictions

    beginning of year $1,052,340 · end of year $902,008

  • 28 · Net assets with donor restrictions

    beginning of year $1,182,336 · end of year $1,158,661

Mission and programs · 2022

Mission

THE BOWLER-BARTLETT FOUNDATION IS ORGANIZED FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING THE ADVANCEMENT OF THE PRACTICE OF MEDICINE, ENHANCEMENT OF THE QUALITY OF MEDICAL CARE, AND THE BETTERMENT OF THE HEALTH OF NEW HAMPSHIRE CITIZENS, AS WELL AS PROMOTION AND PRESERVATION OF THE HISTORY OF MEDICINE IN THE GRANITE STATE.

Activities or mission (Part I)

THE ADVANCEMENT OF THE PRACTICE OF MEDICINE, ENHANCEMENT OF THE QUALITY OF MEDICAL CARE, AND THE BETTERMENT OF THE HEALTH OF NEW HAMPSHIRE CITIZENS, AS WELL AS PROMOTION AND PRESERVATION OF THE HISTORY OF MEDICINE IN THE GRANITE STATE.

  • THE BOWLER-BARTLETT FOUNDATION IS ORGANIZED FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING THE ADVANCEMENT OF THE PRACTICE OF MEDICINE, ENHANCEMENT OF THE QUALITY OF MEDICAL CARE, AND THE BETTERMENT OF THE HEALTH OF NEW HAMPSHIRE CITIZENS, AS WELL AS PROMOTION AND PRESERVATION OF THE HISTORY OF MEDICINE IN THE GRANITE STATE. THE FOUNDATION ALSO MAY RENDER PECUNIARY AID TO MEMBERS WHO ARE NEEDY, SICK, DISABLED OR AGED, OR TO NEEDY WIDOWS AND/OR WIDOWERS AND CHILDREN OF DECEASED MEMBERS. THE DISTRIBUTION OF THE FOUNDATION'S FUNDS SHALL BE VESTED IN A COMMITTEE WHOSE MEMBERS SHALL CONSIST OF THE TRUSTEES OF THE NEW HAMPSHIRE MEDICAL SOCIETY.

    Expenses $610,375

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOHN KLUNK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • P TRAVIS HARKER MD

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JAMES P BARTELS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERIC A KROPP MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERIC Y LOO MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JAMES POTTER - OUTGOING

    TREASURER

    Total calculated
    $276,252
    From this org
    $0
    From related orgs
    $211,614
    Other
    $64,638
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,614 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,627 related
    Nontaxable benefits
    $0 + $43,011 related
    Filer's total
    $0 + $276,252 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349315825

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