Form 990 for tax year 2024
Filed by ELLEN BATTELL STOECKEL RESIDUE TR UW.
Totals
- Total revenue
- $651,653
- Total expenses
- $1,794,398
- Contributions and grants received
- $600,000
- Grants paid
- $407,550
- Program service revenue
- $0
- Investment income
- $50,611
- Other revenue
- $1,042
- Total assets, end of year
- $59,985,280
- Total liabilities, end of year
- $353,432
- Net assets or fund balances, end of year
- $59,631,848
- Program services expenses (Part IX)
- $1,652,901
- Management and general expenses
- $141,497
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,652,901
Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$600,000
-
3 · Investment income
total $50,611 · excluded $50,611
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Misc. Income
total $1,042 · excluded $1,042
-
11e · Other revenue, total
$1,042
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $407,550 · program services $407,550
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $196,388 · program services $196,388
-
8 · Pension plan contributions
total $2,400 · program services $2,400
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $15,802 · program services $15,802
-
11a · Fees: management
total $68,850 · management and general $68,850
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $34,910 · management and general $34,910
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $33,470 · management and general $33,470
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $297,308 · program services $297,308
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $524,826 · program services $524,826
-
23 · Insurance
total $180,153 · program services $180,153
-
24a · Other expenses: Security
total $21,087 · program services $21,087
-
24b · Other expenses: Trustee Reimbursements
total $3,938 · management and general $3,938
-
24c · Other expenses: Payroll purch svce
total $3,781 · program services $3,781
-
24d · Other expenses: Maintenance Agreements
total $3,606 · program services $3,606
-
24e · All other expenses
total $329 · management and general $329
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $264,527 · end of year $86,815
-
2 · Savings and temporary cash investments
beginning of year $1,702,594 · end of year $1,607,950
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $32,900 · end of year $36,225
-
10a · Land, buildings and equipment: cost or other basis
$19,844,595
-
10b · Land, buildings and equipment: accumulated depreciation
$3,033,997
-
10c · Land, buildings and equipment, net
beginning of year $16,611,745 · end of year $16,810,598
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $5,954,780 · end of year $5,954,780
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $33,252,854 · end of year $35,488,912
-
17 · Accounts payable and accrued expenses
beginning of year $1,527 · end of year $3,432
-
22 · Loans and payables to officers and key people
beginning of year $950,000 · end of year $350,000
-
29 · Capital stock, trust principal or current funds
beginning of year $26,891,263 · end of year $26,891,263
-
31 · Retained earnings, endowment or other funds
beginning of year $29,976,610 · end of year $32,740,585
Mission and programs · 2024
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.
-
Yale University School of Music summer program and performance at the Norfolk Chamber Music Festival
Expenses $1,645,401 · Grants $400,050
-
Support of the Litchfield County Choral Union
Expenses $7,500 · Grants $7,500
As filed on the 2024 return.
Listed in Part VII
-
David Low
Trustee
- Total calculated
- $0
- Hours/week
- 3
-
Anne-Marie Soulliere
Trustee
- Total calculated
- $0
- Hours/week
- 3
-
Yale University
Trustee
- Total calculated
- $0
- Hours/week
- 3
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
-
$400,050
sum prg/Norfolk Chamber Music Fest
-
support per governing document
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 March 2026
- IRS schema version
- 2024v5.2
- Source object
- 202600729349301420
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