Form 990 for tax year 2023
Filed by HENRY E AND NANCY HORTON BARTELS TRUST FOR THE BENEFIT OF PUBLIC.
Totals
- Total revenue
- $53,261
- Total expenses
- $93,872
- Contributions and grants received
- $0
- Grants paid
- $60,000
- Program service revenue
- $0
- Investment income
- $53,261
- Other revenue
- $0
- Total assets, end of year
- $2,192,694
- Total liabilities, end of year
- $1,149,200
- Net assets or fund balances, end of year
- $1,043,494
- Program services expenses (Part IX)
- $60,000
- Management and general expenses
- $33,872
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $60,000
Program services were 63.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN B LOEHMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
HART CAPARULO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
PHILIP H BARTELS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
KENNETH G BARTELS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JENNIFER HEATH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
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.
Grants on this return
-
UNITED WAY OF GREATER NEW HAVEN
$60,000
TO PROVIDE FUNDING TO VARIOUS EDUCATION PROGRAMS THROUGHOUT NEW HAVEN, CT
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.
-
BARTELS TRUST FBO CORNELL UNIVERSITY
501(C)(3) · PROVIDE GRANTS FOR THE BENEFIT OF CORNELL UNIVERSITY · CT
-
BARTELS TRUST FBO UNIVERSITY OF NEW HAVEN
501(C)(3) · PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR EDUCATIONAL FUNCTIONS · CT
-
UNITED WAY OF GREATER NEW HAVEN
501(C)(3) · PROVIDE/IMPROVE EDUCATION,INCOME AND HEALTH OPPORTUNITIES FOR THE COMMUNITY · CT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432859349301513
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