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Nonprofiteer
← HENRY E & NANCY H BARTELS TRUST FBO

Form 990 for tax year 2024

Filed by HENRY E & NANCY H BARTELS TRUST FBO.

Totals

Total revenue
$52,755
Total expenses
$186,826
Contributions and grants received
$0
Grants paid
$112,000
Program service revenue
$0
Investment income
$52,755
Other revenue
$0
Total assets, end of year
$3,834,619
Total liabilities, end of year
$1,898,320
Net assets or fund balances, end of year
$1,936,299
Program services expenses (Part IX)
$112,000
Management and general expenses
$74,826
Fundraising expenses
$0
Program service expenses (Part III)
$112,000

Program services were 59.9% 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

  • STEVEN H KAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • KENNETH G BARTELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • PHILIP H BARTELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • BRIAN OTIS

    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

  • UNIVERSITY OF NEW HAVEN

    $112,000

    FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2025
IRS schema version
2024v5.1
Source object
202501269349300725

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