Civic Intelligence

Ellen Battell Stoeckel Residue Tr UW

990 • Fiscal year 2021 • EIN 06-0653108

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 16, 2022

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

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

79th percentile

38%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

4105%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$51,896,976

Up $10,131,990 (+24%) from 2020

Net Assets

Up

$51,882,716

Up $10,121,097 (+24%) from 2020

Liabilities

Up

$14,260

Up $10,893 (+324%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin79th percentile

Revenue

Up

$2,156,443

Up $2,105,165 (+4105%) from 2020

Expenses

Up

$1,329,540

Up $250,281 (+23%) from 2020

Net Income

Up

$826,903

Up $1,854,884 (+180%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$51,896,976
Liabilities$14,260
Net Assets$51,882,716
Open 2021 Filing

Operations Trend

Revenue Growth100th 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

2021

Revenue$2,156,443
Expenses$1,329,540
Net Income$826,903
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 16, 2022
Return Version
2020v4.0
Gross Receipts
$2,156,443
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$14,870,356$24,991,453▲ $10,121,097
Land, Buildings, and Equipment, Net$6,031,887$7,699,706▲ $1,667,819
Investments Program Related$5,954,780$5,954,780→ $0
Cash and Non-Interest-Bearing Accounts$576,051$1,052,213▲ $476,162
Prepaid Expenses and Deferred Charges$18,000$21,920▲ $3,920
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$41,764,986$51,896,976▲ $10,131,990
Other Assets Total$29,184,268$37,168,357▲ $7,984,089
Liabilities
Accounts Payable and Accrued Expenses$3,367$14,260▲ $10,893
Total Liabilities$3,367$14,260▲ $10,893
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,761,619$51,882,716▲ $10,121,097
Total Liabilities and Net Assets / Fund Balance$41,764,986$51,896,976▲ $10,131,990

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,436,571$1,303,939$8,740,510
Other Land Buildings$139,978$93,281$233,259
Equipment$87,157$87,830$174,987
Land$36,000-$36,000
Other Assets Org$37,168,357--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$29,268,456-▲ $9,298,613$1,398,712$37,168,357
2019$27,286,098-▲ $3,327,143$1,344,785$29,268,456
2018$27,378,268-▲ $1,186,830$1,279,000$27,286,098
2017$25,778,665-▲ $2,811,162$1,211,559$27,378,268
2016$24,648,541-▲ $2,299,899$1,169,775$25,778,665
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Anne-Marie SoulliereTrustee
David LowTrustee
Yale UniversityTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Burlington Construction CoConstruction450 New Litchfield Street, Torrington, CT 06790$1,829,801
Revenue and Support

Revenue Composition

Contributions and Grants
$2,153,304
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$3,139
All Other Contributions
$2,153,304
Change in Net Assets
$826,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$793,743
Grants and Similar Amounts Paid$405,050
Salaries, Compensation, and Employee Benefits$130,747
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$405,050--$405,050
Depreciation Depletion$204,313--$204,313
Occupancy$157,153--$157,153
Fees for Services Other-$140,016-$140,016
Insurance$134,201--$134,201
Other Salaries and Wages$116,191--$116,191
Fees for Services Management-$91,000-$91,000
Fees for Service Investment Mgmnt Fees-$27,955-$27,955
Fees for Services Accounting-$24,552-$24,552
Payroll Taxes$12,156--$12,156
Pension Plan Contributions$2,400--$2,400
Other Expenses$1,573$1,195-$1,195
All Other Expenses-$512-$512
Total Functional Expenses$1,042,827$286,713$0$1,329,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale Univ Sch of Music & ArtNew Haven, CT501(c)(3)sum prg/Norfolk Chamber Music Fest$400,050
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2022-08-16
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
7
Volunteers
3

Preparer

Firm
King King & Associates Cpas
Address
170 HOLABIRD AVE, WINSTED, CT 06098
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 = $9294194”

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 469 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.

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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
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Litchfield County Choral Union
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Norfolk Historical Society
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IRS990ScheduleD/BuildingsGrp/BookValueAmt07436571
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01303939
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IRS990ScheduleD/CollectionUsedPreservationInd0X
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IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09298613
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01398712
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt087830
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IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt05954780
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt037168357
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Yale University Funds Management Inv
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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.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0sum prg/Norfolk Chamber Music Fest
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Yale Univ Sch of Music & Art
IRS990ScheduleI/RecipientTable/RecipientEIN0060646973
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 208229
IRS990ScheduleI/RecipientTable/USAddress/CityNm0New Haven
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006520
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grantees are per the trust's organizing document
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Trustees review Form 990 prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Gain on investments held in trust by Yale = $9294194
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,896,976
Liabilities
$14,260
Net assets
$51,882,716
Revenue
$2,156,443
Expenses
$1,329,540
Net income
$826,903
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