Nonprofit · EIN 06-0653108
ELLEN BATTELL STOECKEL RESIDUE TR UW
Tax-exempt · WINSTED, CT 06098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $651,653 | $1,794,398 | -$1,142,745 | $59,985,280 | $353,432 | $59,631,848 |
| September 30, 2024 | 990 | $1,553,646 | $1,663,355 | -$109,709 | $57,819,400 | $951,527 | $56,867,873 |
| September 30, 2023 | 990 | $4,087,567 | $1,251,192 | $2,836,375 | $54,350,261 | $1,056 | $54,349,205 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $600,000
- Program service revenue
- $0
- Investment income
- $50,611
- Other revenue
- $1,042
Expenses
- Grants and similar amounts paid
- $407,550
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $196,388
- Salaries, compensation and benefits (total)
- $214,590
- Professional fundraising fees
- $0
- Accounting fees
- $34,910
- Occupancy
- $297,308
- Depreciation
- $524,826
- Program services (functional)
- $1,652,901
- Management and general (functional)
- $141,497
Balance sheet and other
- Total assets, start of year
- $57,819,400
- Total assets, end of year
- $59,985,280
- Total liabilities, end of year
- $353,432
- Net assets, end of year
- $59,631,848
- Land, buildings and equipment
- $16,810,598
- Gross receipts
- $651,653
- Employees
- 6
- Volunteers
- 3
- Year formed
- 1970
- State of legal domicile
- CT
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Low | Trustee Trustee or director | 3 | $0 |
| Anne-Marie Soulliere | Trustee Trustee or director | 3 | $0 |
| Yale University | Trustee Institutional trustee | 3 | $0 |
990 for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Low | Trustee Trustee or director | 3 | $0 |
| Anne-Marie Soulliere | Trustee Trustee or director | 3 | $0 |
| Yale University | Trustee Institutional trustee | 3 | $0 |
990 for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Low | Trustee Trustee or director | 3 | $0 |
| Anne-Marie Soulliere | Trustee Trustee or director | 3 | $0 |
| Yale University | Trustee Institutional trustee | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 170 HOLABIRD AVE, WINSTED, CT 06098-1727
- In care of
- % KINGKING ASSOC
- Signed the 990
- Anne-Marie Soulliere, Trustee
- Return prepared by
- KING KING & ASSOCIATES CPAS
Mission
Income distributions to Yale University to support summer programs in music and art and to the Litchfield County Choral Society to support their program as stated in the creating document.
Program accomplishments
- Yale University School of Music summer program and performance at the Norfolk Chamber Music FestivalExpenses $1,645,401 · grants $400,050
- Support of the Litchfield County Choral UnionExpenses $7,500 · grants $7,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 06-0653108
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $59,985,280
- Income (IRS master file)
- $651,653
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $651,653 | $1,794,398 | $59,985,280 | XML |
| 990 | September 2024 | $1,553,646 | $1,663,355 | $57,819,400 | XML |
| 990 | September 2023 | $4,087,567 | $1,251,192 | $54,350,261 | XML |
| 990 | September 2022 | $735 | $1,306,712 | $50,701,041 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 06-0653108).
Questions about ELLEN BATTELL STOECKEL RESIDUE TR UW
- What is the EIN of ELLEN BATTELL STOECKEL RESIDUE TR UW?
- The employer identification number (EIN) of ELLEN BATTELL STOECKEL RESIDUE TR UW is 06-0653108.
- Is ELLEN BATTELL STOECKEL RESIDUE TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ELLEN BATTELL STOECKEL RESIDUE TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ELLEN BATTELL STOECKEL RESIDUE TR UW file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ELLEN BATTELL STOECKEL RESIDUE TR UW due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELLEN BATTELL STOECKEL RESIDUE TR UW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of ELLEN BATTELL STOECKEL RESIDUE TR UW?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ELLEN BATTELL STOECKEL RESIDUE TR UW have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $651,653, expenses of $1,794,398 and total assets of $59,985,280 at year end.
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