Nonprofit · EIN 22-2958217
HENRY E & NANCY H BARTELS TRUST FBO
Also known as UNIVERSITY OF NEW HAVEN
Tax-exempt · HAMDEN, CT 06518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $52,755 | $186,826 | -$134,071 | $3,834,619 | $1,898,320 | $1,936,299 |
| December 31, 2023 | 990 | -$4,757 | $159,552 | -$164,309 | $3,309,139 | $1,671,385 | $1,637,754 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $52,755
- Net gain from sales of assets
- $37,617
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $112,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,550
- Program services (functional)
- $112,000
- Management and general (functional)
- $74,826
Balance sheet and other
- Total assets, start of year
- $3,309,139
- Total assets, end of year
- $3,834,619
- Total liabilities, end of year
- $1,898,320
- Net assets, end of year
- $1,936,299
- Publicly traded securities
- $2,797,497
- Gross unrelated business income
- $106,283
- Gross receipts
- $1,426,083
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- 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 |
|---|---|---|---|
| JOHN B LOEHMANN | TRUSTEE Trustee or director | 0.3 | $0 |
| STEVEN H KAPLAN | TRUSTEE Trustee or director | 0.1 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| PHILIP H BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| BRIAN OTIS | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B LOEHMANN | TRUSTEE Trustee or director | 0.3 | $0 |
| STEVEN H KAPLAN | TRUSTEE Trustee or director | 0.1 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| PHILIP H BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| BRIAN OTIS | TRUSTEE Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 187169, HAMDEN, CT 06518-7020
- In care of
- % JOHN B LOEHMANN
- Principal officer (990 for 2024)
- JOHN B LOEHMANN, PO BOX 187169, HAMDEN, CT 06518
- Signed the 990
- JOHN B LOEHMANN, TRUSTEE
- Phone
- (203) 281-4933
- Return prepared by
- THE INNOVATIVE CPA GROUP LLC
Mission
TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY.
Program accomplishments
- THE TRUST FUNDED THE PROVOST'S DISCRETIONARY FUND WHICH PROVIDES FUNDING OF VARIOUS STUDENT ACTIVITIES.Expenses $45,000 · grants $45,000
- THE TRUST PROVIDED FUNDING FOR THE 2024-25 ACADEMIC YEAR FOR THE JOHN D. HATFIELD SCHOLARS PROGRAM WHICH PROVIDED SCHOLARSHIP FUNDING FOR UP TO SIX STUDENTSExpenses $40,000 · grants $40,000
- THE TRUST PROVIDED FUNDS FOR THE UNIVERSITY'S PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM WHICH ALLOWED STUDENTS TO PARTICIPATE IN THIS WORK/STUDY PROGRAM FOR THE 2024 SUMMER TERMExpenses $27,000 · grants $27,000
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
- 22-2958217
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,834,619
- Income (IRS master file)
- $1,426,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $52,755 | $186,826 | $3,834,619 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | -$4,757 | $159,552 | $3,309,139 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $204,750 | $146,016 | $2,853,002 | 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 22-2958217).
Questions about HENRY E & NANCY H BARTELS TRUST FBO
- What is the EIN of HENRY E & NANCY H BARTELS TRUST FBO?
- The employer identification number (EIN) of HENRY E & NANCY H BARTELS TRUST FBO is 22-2958217.
- Is HENRY E & NANCY H BARTELS TRUST FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to HENRY E & NANCY H BARTELS TRUST FBO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HENRY E & NANCY H BARTELS TRUST FBO 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 & NANCY H BARTELS TRUST FBO 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 & NANCY H BARTELS TRUST FBO 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 & NANCY H BARTELS TRUST FBO?
- The 990 for the year ended December 31, 2024 names JOHN B LOEHMANN.
- Who are the officers and directors of HENRY E & NANCY H BARTELS TRUST FBO?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does HENRY E & NANCY H BARTELS TRUST FBO have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $52,755, expenses of $186,826 and total assets of $3,834,619 at year end.
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