Form 990 for tax year 2022
Filed by HENRY E & NANCY H BARTELS TRUST FBO.
Totals
- Total revenue
- $204,750
- Total expenses
- $146,016
- Contributions and grants received
- $0
- Grants paid
- $98,000
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $98,000
- Management and general expenses
- $48,016
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $98,000
Program services were 67.1% 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
-
$98,000
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.
-
BARTELS TRUST FBO CORNELL UNIVERSITY
501(C)(3) · PROVIDE GRANTS FOR THE BENEFIT OF CORNELL UNIVERSITY · CT
-
BARTELS TRUST FBO PUBLIC EDUCATION
501(C)(3) · PROVIDE GRANTS TO UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMS · CT
-
501(C)(3) · UNIVERSITY · CT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322409349301017
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