Civic Intelligence

Ellen Battell Stoeckel Residue Tr UW

990 • Fiscal year 2024 • EIN 06-0653108

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 12, 2025

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

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.61x

Higher debt load relative to revenue than 65% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

19th percentile

-7.1%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

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.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

50th percentile

6.4%

Faster asset growth than 50% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-62%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$57,819,400

Up $3,469,139 (+6.4%) from 2023

Net Assets

Up

$56,867,873

Up $2,518,668 (+4.6%) from 2023

Liabilities

Up

$951,527

Up $950,471 (+90007%) from 2023

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin19th percentile

Revenue

Down

$1,553,646

Down $2,533,921 (-62%) from 2023

Expenses

Up

$1,663,355

Up $412,163 (+33%) from 2023

Net Income

Down

-$109,709

Down $2,946,084 (-104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2024

Assets$57,819,400
Liabilities$951,527
Net Assets$56,867,873
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$1,553,646
Expenses$1,663,355
Net Income-$109,709
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,553,646
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,457,942$29,976,610▲ $2,518,668
Cap Stk Tr Prin Current Funds$26,891,263$26,891,263→ $0
Land, Buildings, and Equipment, Net$15,659,185$16,611,745▲ $952,560
Investments Program Related$5,954,780$5,954,780→ $0
Savings and Temporary Cash Investments$312,104$1,702,594▲ $1,390,490
Loans From Officers Directors-$950,000-
Cash and Non-Interest-Bearing Accounts$189,357$264,527▲ $75,170
Prepaid Expenses and Deferred Charges$25,680$32,900▲ $7,220
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$54,350,261$57,819,400▲ $3,469,139
Other Assets Total$32,209,155$33,252,854▲ $1,043,699
Liabilities
Accounts Payable and Accrued Expenses$1,056$1,527▲ $471
Total Liabilities$1,056$951,527▲ $950,471
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,349,205$56,867,873▲ $2,518,668
Total Liabilities and Net Assets / Fund Balance$54,350,261$57,819,400▲ $3,469,139

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,236,051$2,239,463$18,475,514
Other Land Buildings$280,636$125,029$405,665
Equipment$59,058$144,680$203,738
Land$36,000-$36,000
Other Assets Org$33,252,854--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$32,209,155-▲ $2,628,376$1,584,677$33,252,854
2022$32,836,574-▲ $826,219$1,453,638$32,209,155
2021$37,168,357-▲ $109,872$4,441,655$32,836,574
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
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$1,245,795
Revenue and Support

Revenue Composition

Contributions and Grants
$1,498,558
Program Service Revenue
$0
Investment Income
$54,301
Other Revenue
$787
All Other Contributions
$1,498,558
Change in Net Assets
$-109,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,058,621
Grants and Similar Amounts Paid$407,550
Salaries, Compensation, and Employee Benefits$197,184
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$476,105--$476,105
Grants to Domestic Orgs$407,550--$407,550
Occupancy$250,251--$250,251
Other Salaries and Wages$179,502--$179,502
Insurance$156,914--$156,914
Fees for Services Management-$84,885-$84,885
Fees for Service Investment Mgmnt Fees-$31,694-$31,694
Fees for Services Accounting-$28,733-$28,733
Payroll Taxes$15,282--$15,282
Other Expenses$3,501$3,812-$3,501
Pension Plan Contributions$2,400--$2,400
All Other Expenses-$916-$916
Total Functional Expenses$1,513,315$150,040$0$1,663,355
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale Univ Sch of Music & ArtNew Haven, CT-sum prg/Norfolk Chamber Music Fest$400,050
Litchfield County Choral UnionLitchfield, CT-support per governing document$7,500
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
Loans from Officers, Directors, Trustees, and Key Employees-$950,000-
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, Section B, Line 11B

“Trustees review Form 990 prior to filing”

Form 990, Part VI, Section C, Line 19

“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
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
6
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

Form 990, Part XI, Line 9

“Gain on investments held in trust by Yale = $2628377”

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 473 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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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04086092
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0407550
IRS990/PYInvestmentIncomeAmt0964
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0670706
IRS990/PYOtherRevenueAmt0511
IRS990/PYRevenuesLessExpensesAmt02836375
IRS990/PYSalariesCompEmpBnftPaidAmt0172936
IRS990/PYTotalExpensesAmt01251192
IRS990/PYTotalRevenueAmt04087567
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-109709
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027457942
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029976610
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0312104
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01702594
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
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 programs, Litchfield County Choral Union, and the Norfolk Historical Society. The primary purpose of the Stoeckel Trust is to preserve and maintain the properties of the Ellen Battell Stoeckel Estate, for the purpose of furthering the Yale music & art programs, 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 and art programs.
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
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0400050
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17500
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/SupportSumAmt0407550
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/BuildingsGrp/BookValueAmt016236051
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02239463
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018475514
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt032209155
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033252854
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02628376
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01584677
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt032836574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032209155
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0826219
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01453638
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt037168357
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt032836574
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109872
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04441655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029268456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt037168357
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09298613
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01398712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt027286098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029268456
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03327143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01344785
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt059058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144680
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0203738
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt05954780
IRS990ScheduleD/LandGrp/BookValueAmt036000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt033252854
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Yale University Funds Management Inv
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0280636
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0125029
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0405665
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/TotalBookValueLandBuildingsAmt016611745
IRS990ScheduleD/TotalBookValueOtherAssetsAmt033252854
IRS990ScheduleD/TotalBookValueProgramRltdAmt05954780
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt1400050
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0support per governing document
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1sum prg/Norfolk Chamber Music Fest
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
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 208229
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Litchfield
IRS990ScheduleI/RecipientTable/USAddress/CityNm1New Haven
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006759
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106520
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grantees are per the trust's organizing document
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 = $2628377
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,819,400
Liabilities
$951,527
Net assets
$56,867,873
Revenue
$1,553,646
Expenses
$1,663,355
Net income
-$109,709
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