Civic Intelligence

Ellen Battell Stoeckel Residue Tr UW

990 • Fiscal year 2017 • EIN 06-0653108

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 14, 2018

Organization ProfileN/A
c/o KINGKING Assoc 170 HolabirdWinsted, CT 06098

(860) 379-0215

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.42x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

1st percentile

-950%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

47th percentile

4.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$37,482,304

Up $1,439,817 (+4.0%) from 2016

Net Assets

Up

$37,442,991

Up $1,402,904 (+3.9%) from 2016

Liabilities

Up

$39,313

Up $36,913 (+1538%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$94,386

Up $17,331 (+22%) from 2016

Expenses

Down

$991,381

Down $22,347 (-2.2%) from 2016

Net Income

Up

-$896,995

Up $39,678 (+4.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $25,892,728Liabilities 2010: $10,969Net Assets 2010: $25,881,7592010Assets 2011: $27,033,126Liabilities 2011: $21,853Net Assets 2011: $27,011,2732011Assets 2012: $28,473,894Liabilities 2012: $236,329Net Assets 2012: $28,237,5652012Assets 2013: $31,256,414Liabilities 2013: $1,055,172Net Assets 2013: $30,201,2422013Assets 2014: $32,371,784Liabilities 2014: $6,338Net Assets 2014: $32,365,4462014Assets 2015: $34,459,129Liabilities 2015: $4,570Net Assets 2015: $34,454,5592015Assets 2016: $36,042,487Liabilities 2016: $2,400Net Assets 2016: $36,040,0872016Assets 2017: $37,482,304Liabilities 2017: $39,313Net Assets 2017: $37,442,9912017Assets 2018: $39,490,461Liabilities 2018: $3,517Net Assets 2018: $39,486,9442018Assets 2019: $39,653,814Liabilities 2019: $1,695Net Assets 2019: $39,652,1192019Assets 2020: $41,764,986Liabilities 2020: $3,367Net Assets 2020: $41,761,6192020Assets 2021: $51,896,976Liabilities 2021: $14,260Net Assets 2021: $51,882,7162021Assets 2022: $50,701,041Liabilities 2022: $14,430Net Assets 2022: $50,686,6112022Assets 2023: $54,350,261Liabilities 2023: $1,056Net Assets 2023: $54,349,2052023Assets 2024: $57,819,400Liabilities 2024: $951,527Net Assets 2024: $56,867,8732024Assets 2025: $59,985,280Liabilities 2025: $353,432Net Assets 2025: $59,631,8482025

Highlighted filing

2017

Assets$37,482,304
Liabilities$39,313
Net Assets$37,442,991
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,094,6592010Expenses 2011: $1,027,0962011Revenue 2012: -$62,710Expenses 2012: $878,931Net Income 2012: -$941,6412012Revenue 2013: $307,225Expenses 2013: $876,152Net Income 2013: -$568,9272013Revenue 2014: $163,214Expenses 2014: $900,976Net Income 2014: -$737,7622014Revenue 2015: $1,326,135Expenses 2015: $941,712Net Income 2015: $384,4232015Revenue 2016: $77,055Expenses 2016: $1,013,728Net Income 2016: -$936,6732016Revenue 2017: $94,386Expenses 2017: $991,381Net Income 2017: -$896,9952017Revenue 2018: $359,911Expenses 2018: $1,012,772Net Income 2018: -$652,8612018Revenue 2019: $110,291Expenses 2019: $1,120,174Net Income 2019: -$1,009,8832019Revenue 2020: $51,278Expenses 2020: $1,079,259Net Income 2020: -$1,027,9812020Revenue 2021: $2,156,443Expenses 2021: $1,329,540Net Income 2021: $826,9032021Revenue 2022: $735Expenses 2022: $1,306,712Net Income 2022: -$1,305,9772022Revenue 2023: $4,087,567Expenses 2023: $1,251,192Net Income 2023: $2,836,3752023Revenue 2024: $1,553,646Expenses 2024: $1,663,355Net Income 2024: -$109,7092024Revenue 2025: $651,653Expenses 2025: $1,794,398Net Income 2025: -$1,142,7452025

Highlighted filing

2017

Revenue$94,386
Expenses$991,381
Net Income-$896,995
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 14, 2018
Return Version
2016v3.0
Gross Receipts
$94,386
Mission and Program Overview

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.

Income distributions to Yale University to support summer programs in music and art to the Litchfield County Choral Society to support their program as stated in the creating document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$26,891,263$26,891,263→ $0
Rtn Earn Endowment Incm Other Fnds$9,148,824$10,551,728▲ $1,402,904
Investments Program Related$5,954,780$5,954,780→ $0
Land, Buildings, and Equipment, Net$4,999,011$5,170,383▲ $171,372
Cash and Non-Interest-Bearing Accounts$700,421$752,932▲ $52,511
Prepaid Expenses and Deferred Charges$9,610$15,421▲ $5,811
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$36,042,487$37,482,304▲ $1,439,817
Other Assets Total$24,378,665$25,588,788▲ $1,210,123
Liabilities
Accounts Payable and Accrued Expenses$2,400$39,313▲ $36,913
Total Liabilities$2,400$39,313▲ $36,913
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,040,087$37,442,991▲ $1,402,904
Total Liabilities and Net Assets / Fund Balance$36,042,487$37,482,304▲ $1,439,817

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,021,093$480,736$5,501,829
Other Land Buildings$57,390$64,959$122,349
Equipment$55,900$39,669$95,569
Land$36,000-$36,000
Other Assets Org$25,588,787--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$24,648,541-▲ $2,299,899$1,169,775$25,778,665
2015$23,234,813-▲ $2,522,201$1,108,473$24,648,541
2014$22,572,080-▲ $1,704,690$1,041,957$23,234,813
2013$21,690,123-▲ $1,891,962$1,010,005$22,572,080
2012$19,204,524-▲ $3,488,521$1,002,922$21,690,123
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Anne-Marie SoulliereTrustee
Samuel AndersonTrustee
Yale UniversityTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Kronenberger & Sons Restoration IncConstruction175 Industrial Park Road, Middletown, CT 06457$122,288
Revenue and Support

Revenue Composition

Contributions and Grants
$91,777
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,609
All Other Contributions
$91,777
Change in Net Assets
$-896,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$494,406
Grants and Similar Amounts Paid$371,800
Salaries, Compensation, and Employee Benefits$125,175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$371,800--$371,800
Depreciation Depletion$142,862--$142,862
Occupancy$137,235--$137,235
Insurance$115,445--$115,445
Other Salaries and Wages$110,252--$110,252
Fees for Services Management-$32,000-$32,000
Fees for Service Investment Mgmnt Fees-$23,395-$23,395
Fees for Services Accounting-$22,969-$22,969
Payroll Taxes$12,056--$12,056
All Other Expenses$1,671$2,608-$4,279
Pension Plan Contributions$2,400--$2,400
Other Expenses$2,200$4,791-$2,200
Fees for Services Legal-$653-$653
Other Employee Benefits$467--$467
Total Functional Expenses$904,965$86,416$0$991,381
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale Univ Sch of Music & ArtNew Haven, CT501(c)(3)summer program/Norfolk Chamber Music Festival performance$363,000
Litchfield County Choral UnionLitchfield, CT501(c)(3)support per governing document$8,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Trustees review Form 990 prior to filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Stoeckel E B Residue Co Trustee
EIN
06-0653108
Address
c/o KINGKING Assoc 170 Holabird, WINSTED, CT 06098

Signing Officer

Name
Anne-Marie Soulliere
Title
Trustee
Signed
2018-08-14
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
4
Volunteers
3

Preparer

Firm
King King & Associates Cpas
Address
170 HOLABIRD AVE, WINSTED, CT 06098-1727
Preparer
Robert E King CPA
Phone
8603790215
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Gain on investments held in trust by Yale = $2299899”

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“Books, artwork, and other property of the original Stoeckel Estate maintained for the furtherance of the Yale Schools of music and art.”

Part V, Line 4: Intended uses of the endowment fund.

“Support the mission of the estate as a facility used by Yale University.”

Raw XML AppendixShowing 400 of 488 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02400
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039313
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Income distributions to Yale University to support summer programs in music and art to the Litchfield County Choral Society to support their program as stated in the creating document.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt091777
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02608
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01671
IRS990/AllOtherExpensesGrp/TotalAmt04279
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0King King Associates
IRS990/BooksInCareOfDetail/PhoneNum08603790215
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 898
IRS990/BooksInCareOfDetail/USAddress/CityNm0Winsted
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006098
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt026891263
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt026891263
IRS990/CashNonInterestBearingGrp/BOYAmt0700421
IRS990/CashNonInterestBearingGrp/EOYAmt0752932
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0122288
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0175 Industrial Park Road
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Middletown
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006457
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Kronenberger & Sons Restoration Inc
IRS990/ContractorCompensationGrp/ServicesDesc0Construction
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt091777
IRS990/CYGrantsAndSimilarPaidAmt0371800
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0494406
IRS990/CYOtherRevenueAmt02609
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-896995
IRS990/CYSalariesCompEmpBnftPaidAmt0125175
IRS990/CYTotalExpensesAmt0991381
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt094386
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0142862
IRS990/DepreciationDepletionGrp/TotalAmt0142862
IRS990/Desc0Yale University School of Music summer program and performance at the Norfolk Chamber Music Festival
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0896165
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022969
IRS990/FeesForServicesAccountingGrp/TotalAmt022969
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0653
IRS990/FeesForServicesLegalGrp/TotalAmt0653
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt032000
IRS990/FeesForServicesManagementGrp/TotalAmt032000
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023395
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023395
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Samuel Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm1Anne-Marie Soulliere
IRS990/Form990PartVIISectionAGrp/PersonNm2Yale University
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0363000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0371800
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0371800
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt094386
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt0115445
IRS990/InsuranceGrp/TotalAmt0115445
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05954780
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05954780
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0585364
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04999011
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05170383
IRS990/LandBldgEquipCostOrOtherBssAmt05755747
IRS990/LegalDomicileStateCd0CT
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Income distributions to Yale University to support summer programs in music and art to the Litchfield County Choral Society to support their program as stated in the creating document.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt036040087
IRS990/NetAssetsOrFundBalancesEOYAmt037442991
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0137235
IRS990/OccupancyGrp/TotalAmt0137235
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt024378665
IRS990/OtherAssetsTotalGrp/EOYAmt025588788
IRS990/OtherChangesInNetAssetsAmt02299899
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0467
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0467
IRS990/OtherExpensesGrp/Desc0Security
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Piano Moving
IRS990/OtherExpensesGrp/Desc3Music Shed Repairs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04791
IRS990/OtherExpensesGrp/ProgramServicesAmt05977
IRS990/OtherExpensesGrp/ProgramServicesAmt12600
IRS990/OtherExpensesGrp/ProgramServicesAmt22200
IRS990/OtherExpensesGrp/TotalAmt05977
IRS990/OtherExpensesGrp/TotalAmt14791
IRS990/OtherExpensesGrp/TotalAmt22600
IRS990/OtherExpensesGrp/TotalAmt32200
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Misc. Income
IRS990/OtherRevenueMiscGrp/Desc1Restitution Payment
IRS990/OtherRevenueMiscGrp/ExclusionAmt0491
IRS990/OtherRevenueMiscGrp/ExclusionAmt12118
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0491
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12118
IRS990/OtherRevenueTotalAmt02609
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110252
IRS990/OtherSalariesAndWagesGrp/TotalAmt0110252
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt012056
IRS990/PayrollTaxesGrp/TotalAmt012056
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02400
IRS990/PensionPlanContributionsGrp/TotalAmt02400
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09610
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015421
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Support of the Litchfield County Choral Union
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt076210
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0353800
IRS990/PYInvestmentIncomeAmt010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0506042
IRS990/PYOtherRevenueAmt0835
IRS990/PYRevenuesLessExpensesAmt0-936673
IRS990/PYSalariesCompEmpBnftPaidAmt0153886
IRS990/PYTotalExpensesAmt01013728
IRS990/PYTotalRevenueAmt077055
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-896995
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09148824
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010551728
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Assets invested with Yale University pooled investment funds.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Stoeckel Trust supports the Yale music & art program, Litchfield County Choral Union, and the Norfolk Historical Society. The primary purpose of the Stoeckel Trust is to preserve and maintain the properties of Ellen Battell Stoeckel estate, for the purpose of furthering the Yale music & art program, as well as preserving and enhancing the arts community of Norfolk Connecticut. In addition to providing direct grants to both the Yale Music Program and Litchfield County Choral Union, the Stoeckel Trust provides a historic venue that hosts the Yale summer music program.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646973
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1061197722
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2066054516
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0363000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Litchfield County Choral Union
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Norfolk Historical Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0371800
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt05954780
IRS990ScheduleD/BuildingsGrp/BookValueAmt05021093
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0480736
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05501829
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt024648541
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025778665
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02299899
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01169775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023234813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt024648541
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02522201
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01108473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022572080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023234813
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01704690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01041957
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021690123
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022572080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01891962
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01010005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt019204524
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021690123
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03488521
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01002922
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt055900
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039669
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095569
IRS990ScheduleD/LandGrp/BookValueAmt036000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt125588787
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Rounding
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Yale University Funds Management Inv
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057390
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064959
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122349
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Books, artwork, and other property of the original Stoeckel Estate maintained for the furtherance of the Yale Schools of music and art.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Support the mission of the estate as a facility used by Yale University.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 4: Description of organization's collections and how it furthers its purpose.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05170383
IRS990ScheduleD/TotalBookValueOtherAssetsAmt025588788
IRS990ScheduleD/TotalBookValueProgramRltdAmt05954780
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08800
IRS990ScheduleI/RecipientTable/CashGrantAmt1363000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0support per governing document
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1summer program/Norfolk Chamber Music Festival performance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Litchfield County Choral Union
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Yale Univ Sch of Music & Art
IRS990ScheduleI/RecipientTable/RecipientEIN0061197722
IRS990ScheduleI/RecipientTable/RecipientEIN1060646973
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0112 Norfolk Rd POB 965

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,482,304
Liabilities
$39,313
Net assets
$37,442,991
Revenue
$94,386
Expenses
$991,381
Net income
-$896,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.0$0.35$59.6$0.65$1.79$1.14
2024Detailed filing. Detailed filing data is available for this year.$57.8$0.95$56.9$1.55$1.66$0.11
2023Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.3$4.09$1.25$2.84
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$0.01$50.7$0.00$1.31$1.31
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.01$51.9$2.16$1.33$0.83
2020Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$0.05$1.08$1.03
2019Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$0.11$1.12$1.01
2018Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$0.36$1.01$0.65
2017Detailed filing. Detailed filing data is available for this year.$37.5$0.04$37.4$0.09$0.99$0.90
2016Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$0.08$1.01$0.94
2015Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$1.33$0.94$0.38
2014Detailed filing. Detailed filing data is available for this year.$32.4$0.01$32.4$0.16$0.90$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$1.06$30.2$0.31$0.88$0.57
2012Summary only. Only limited summary data is available for this year.$28.5$0.24$28.2$0.06$0.88$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$0.02$27.0$1.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.01$25.9$1.09