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Nonprofit · EIN 06-0552923

STONE TRUST CORPORATION

Tax-exempt · MADISON, CT 06443

Financials

$741K$313K2022$1.1M$317K2023$409K$535K2024
Revenue Expenses · by fiscal year end
Financials of STONE TRUST CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$408,768$534,568-$125,800$11,252,544$2,528$11,250,016
August 31, 2024990-PF$1,076,766$317,118$759,648$10,766,489$5,783$10,760,706
August 31, 2023990-PF$740,562$313,056$427,506$9,477,140$0$9,477,140
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$57,238
Dividends
$242,030
Net gain from sales of assets
$109,500

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$467,841
Excise tax on investment income
$4,815

Balance sheet and other

Total assets, start of year
$10,766,489
Total assets, end of year
$11,252,544
Total liabilities, end of year
$2,528
Net assets, end of year
$11,250,016
Fair market value of assets
$11,252,544
Qualifying distributions
$475,233
Net investment income
$351,530

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN HULLAR
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT1$0
EDWARD BARLOW
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT EMERITUS1$0
JAMES GREER
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT EMERITUS1$0
EVAN WAX
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT, TREASURER1$0
SELENE OH
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT, SECRETARY1$0
AARON ZELINSKY
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
CAMILLE CHWALEK
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
DOUGLAS HAUSLADEN
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
EMILY BAKEMEIER
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
GREGORY MAROUARD
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
CHRISTIAN JENSEN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
COLESON BRUCE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ELIZABETH BARLOW
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
HARRY OLIVAR JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
HENRY LOUIS GATES JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
15 more people on this return
NameTitleHours / weekCompensation
ISABEL ELLIMAN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
J LLOYD SUTTLE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JOHN CONNELLY
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JONATHAN DACH
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
LOUIS POLK JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
MARIZA SCOTCH
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
PENELOPE LAURANS
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ROLAND THOMFORDE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
SHEILA FORD HAMP
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM CROWLEY ESQ
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM LIGHTEN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
NADINE MOELLER
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
PAUL CINCO
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JON WALLS
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ADHYA BEESAM
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
990-PF for the year ended August 31, 2024: 29 people
NameTitleHours / weekCompensation
JOHN HULLAR
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT1$0
EDWARD BARLOW
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT EMERITUS1$0
JAMES GREER
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT EMERITUS1$0
EVAN WAX
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT, TREASURER1$0
SELENE OH
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT, SECRETARY1$0
AARON ZELINSKY
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
CAMILLE CHWALEK
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
DOUGLAS HAUSLADEN
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
EMILY BAKEMEIER
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
AARON HANTMAN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
GREGORY MAROUARD
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
CHRISTIAN JENSEN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
COLESON BRUCE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ELIZABETH BARLOW
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
HARRY OLIVAR JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
HENRY LOUIS GATES JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ISABEL ELLIMAN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
J LLOYD SUTTLE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JOHN CONNELLY
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JONATHAN DACH
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
LOUIS POLK JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
MARIZA SCOTCH
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
PENELOPE LAURANS
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ROLAND THOMFORDE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
SHEILA FORD HAMP
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM CROWLEY ESQ
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM LIGHTEN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
NADINE MOELLER
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
PAUL CINCO
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
990-PF for the year ended August 31, 2023: 29 people
NameTitleHours / weekCompensation
JOHN HULLAR
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT1$0
EDWARD BARLOW
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT EMERITUS1$0
JAMES GREER
145 HIGH STREET, NEW HAVEN, CT 06511
PRESIDENT EMERITUS1$0
EVAN WAX
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT, TREASURER1$0
SELENE OH
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT, SECRETARY1$0
AARON ZELINSKY
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
CAMILLE CHWALEK
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
DOUGLAS HAUSLADEN
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
EMILY BAKEMEIER
145 HIGH STREET, NEW HAVEN, CT 06511
VICE PRESIDENT1$0
AARON HANTMAN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
GREGORY MAROUARD
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
CHRISTIAN JENSEN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
COLESON BRUCE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ELIZABETH BARLOW
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
HARRY OLIVAR JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
HENRY LOUIS GATES JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ISABEL ELLIMAN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
J LLOYD SUTTLE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JOHN CONNELLY
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
JONATHAN DACH
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
LOUIS POLK JR
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
MARIZA SCOTCH
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
PENELOPE LAURANS
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
ROLAND THOMFORDE
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
SHEILA FORD HAMP
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM CROWLEY ESQ
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM LIGHTEN
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
WILLIAM PAUL
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0
NADINE MOELLER
145 HIGH STREET, NEW HAVEN, CT 06511
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
44 CHERRY LN, MADISON, CT 06443-2944
In care of
% AARON HANTMAN TOURMALINE PARTNERS
Signed the 990-PF
EVAN WAX, TREASURER
Phone
(203) 302-7300
Return prepared by
BEERS HAMERMAN COHEN & BURGER PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
06-0552923
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
1963
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$11,252,544
Income (IRS master file)
$1,620,862

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$408,768$534,568$11,252,544XML
990-PFAugust 2024$1,076,766$317,118$10,766,489XML
990-PFAugust 2023$740,562$313,056$9,477,140XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 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 06-0552923).

Questions about STONE TRUST CORPORATION

What is the EIN of STONE TRUST CORPORATION?
The employer identification number (EIN) of STONE TRUST CORPORATION is 06-0552923.
Is STONE TRUST CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to STONE TRUST CORPORATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does STONE TRUST CORPORATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STONE TRUST CORPORATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STONE TRUST CORPORATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of STONE TRUST CORPORATION?
The 990-PF for the year ended August 31, 2025 lists 30 people; 0 received compensation from the organization.
How much revenue does STONE TRUST CORPORATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $408,768, expenses of $534,568 and total assets of $11,252,544 at year end.

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