Nonprofit · EIN 20-1811497
HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC
Also known as LOEHMANN JOHN B TTEE
Tax-exempt · NASHVILLE, TN 37210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $90,176 | $73,718 | $16,458 | $1,406,125 | $700,727 | $705,398 |
| December 31, 2023 | 990 | $47,658 | $69,715 | -$22,057 | $1,423,162 | $745,628 | $677,534 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $90,176
- Net gain from sales of assets
- $78,774
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $35,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,600
- Program services (functional)
- $35,000
- Management and general (functional)
- $38,718
Balance sheet and other
- Total assets, start of year
- $1,423,162
- Total assets, end of year
- $1,406,125
- Total liabilities, end of year
- $700,727
- Net assets, end of year
- $705,398
- Publicly traded securities
- $1,061,185
- Gross unrelated business income
- $67,694
- Gross receipts
- $626,499
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN B EMERSON | TRUSTEE Trustee or director | 0.1 | $0 |
| SAMUEL C BESSEY | TRUSTEE Trustee or director | 0.1 | $0 |
| HAROLD G ARNWINE II | TRUSTEE Trustee or director | 0.1 | $0 |
| STEVEN A CULBERTSON | TRUSTEE Trustee or director | 0.1 | $0 |
| BENJAMIN R SILLIMAN | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN B EMERSON | TRUSTEE Trustee or director | 0.1 | $0 |
| SAMUEL C BESSEY | TRUSTEE Trustee or director | 0.1 | $0 |
| HAROLD G ARNWINE II | TRUSTEE Trustee or director | 0.1 | $0 |
| STEVEN A CULBERTSON | TRUSTEE Trustee or director | 0.1 | $0 |
| BENJAMIN R SILLIMAN | TRUSTEE Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 45 RUTLEDGE ST, NASHVILLE, TN 37210-2042
- In care of
- % T M BYXBEE COMPANY P C
- Principal officer (990 for 2024)
- SAM BESSEY, 45 RUTLEDGE STREET, NASHVILLE, TN 37210
- Signed the 990
- SAM BESSEY, TRUSTEE
- Phone
- (615) 736-2520
- Return prepared by
- THE INNOVATIVE CPA GROUP LLC
Mission
TO PROVIDE SCHOLARSHIP AND OTHER EDUCATION-RELATED FUNDING FOR THE UNDERGRADUATE AND GRADUATE MEMBERS OF THE CHI PSI FRATERNITY THROUGH THE CHI PSI EDUCATIONAL TRUST, INC.
Program accomplishments
- THE TRUST FUNDED GRANTS TO THE CHI PSI EDUCATIONAL TRUST FUND,INC. FOR TEN UNDERGRADUATE SCHOLARSHIPS AND ONE GRADUATE FELLOWSHIP.Expenses $35,000 · grants $35,000
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1811497
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $1,406,125
- Income (IRS master file)
- $626,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $90,176 | $73,718 | $1,406,125 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $47,658 | $69,715 | $1,423,162 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $150,302 | $64,444 | $1,512,277 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 20-1811497).
Questions about HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC
- What is the EIN of HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC?
- The employer identification number (EIN) of HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC is 20-1811497.
- Is HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC 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 HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC?
- The 990 for the year ended December 31, 2024 names SAM BESSEY.
- Who are the officers and directors of HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does HENRY E AND NANCY BARTELS TRUST FBO THE CHI PSI EDUC TRUST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $90,176, expenses of $73,718 and total assets of $1,406,125 at year end.
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