Civic Intelligence

Henry E and Nancy Horton Bartels Trust for the Benefit Of

990 • Fiscal year 2017 • EIN 06-1385464

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 09, 2018

Organization ProfileN/A
PO Box 187169Hamden, CT 06518

(203) 281-4933

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.56x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

8.14x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$1,281,169

Up $390,889 (+44%) from 2016

Net Assets

Up

$562,030

Up $173,148 (+45%) from 2016

Liabilities

Up

$719,139

Up $217,741 (+43%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin77th percentile

Revenue

Up

$88,356

Up $37,461 (+74%) from 2016

Expenses

Up

$72,069

Up $249 (+0.3%) from 2016

Net Income

Up

$16,287

Up $37,212 (+178%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $704,784Liabilities 2011: $333,393Net Assets 2011: $371,3912011Assets 2012: $832,788Liabilities 2012: $410,598Net Assets 2012: $422,1902012Assets 2013: $1,305,597Liabilities 2013: $661,673Net Assets 2013: $643,9242013Assets 2014: $1,170,879Liabilities 2014: $612,809Net Assets 2014: $558,0702014Assets 2015: $1,167,717Liabilities 2015: $628,046Net Assets 2015: $539,6712015Assets 2016: $890,280Liabilities 2016: $501,398Net Assets 2016: $388,8822016Assets 2017: $1,281,169Liabilities 2017: $719,139Net Assets 2017: $562,0302017Assets 2018: $1,101,421Liabilities 2018: $619,636Net Assets 2018: $481,7852018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$1,281,169
Liabilities$719,139
Net Assets$562,030
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: -$19,501Expenses 2011: $57,173Net Income 2011: -$76,6742011Revenue 2012: $105,193Expenses 2012: $22,094Net Income 2012: $83,0992012Revenue 2013: $10,414Expenses 2013: $63,030Net Income 2013: -$52,6162013Revenue 2014: $379Expenses 2014: $45,193Net Income 2014: -$44,8142014Revenue 2015: $43,693Expenses 2015: $26,518Net Income 2015: $17,1752015Revenue 2016: $50,895Expenses 2016: $71,820Net Income 2016: -$20,9252016Revenue 2017: $88,356Expenses 2017: $72,069Net Income 2017: $16,2872017Revenue 2018: $40,938Expenses 2018: $69,801Net Income 2018: -$28,8632018Revenue 2019: $93,899Expenses 2019: $79,875Net Income 2019: $14,0242019

Highlighted filing

2017

Revenue$88,356
Expenses$72,069
Net Income$16,287
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 9, 2018
Return Version
2017v2.3
Gross Receipts
$549,564
Mission and Program Overview

Mission

To provide funding to quinnipiac university for various programs under the auspices of the university.

To provide funding to quinnipiac university for various programs under the auspices of the university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$647,365$988,688▲ $341,323
Cap Stk Tr Prin Current Funds$388,882$562,030▲ $173,148
Cash and Non-Interest-Bearing Accounts$193,024$292,481▲ $99,457
Investments Other Securities$49,891--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$890,280$1,281,169▲ $390,889
Liabilities
Accounts Payable and Accrued Expenses$501,398$719,139▲ $217,741
Total Liabilities$501,398$719,139▲ $217,741
Net Assets / Fund Balance
Total Net Assets Fund Balance$388,882$562,030▲ $173,148
Total Liabilities and Net Assets / Fund Balance$890,280$1,281,169▲ $390,889
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John B LoehmannTrustee
John L LaheyTrustee
Kenneth G BartelsTrustee
Mark S VarholakTrustee
Philip H BartelsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$88,356
Other Revenue
$0
Change in Net Assets
$16,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,200
Other Expenses$15,869
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,200--$56,200
Interest-$11,556-$11,556
Fees for Services Accounting-$2,250-$2,250
Other Expenses-$80-$80
Total Functional Expenses$56,200$15,869$0$72,069
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Quinnipiac UniversityHamden, CT501(c)(3)FUND THE MCCRAVEN SCHOLARSHIP FUND AND PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM$56,200
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-TrusteeT.M. BYXBEE COMPANY, P.C. WAS PAID $2,250 DURING 2017 FOR ACCOUNTING AND TAX SERVICES. JOHN B LOEHMANN, CPA IS A RETIRED OFFICER AND SHAREHOLDER IN T.M. BYXBEE COMPANYNo$2,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 A, Line 2

“Philip h bartels,trustee and kenneth g bartels, trustee are brothers philip h bartels,trustee,kenneth g bartels,trustee and john b loehmann, trustee are also trustees of the organizations listed in schedule r (except for quinnipiac university)”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to all trustees for review prior to its filing”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request. The organization does not have a conflict of interest policy and financial statements are not prepared.”

Filing and Contact Details

Filer

Filer Name
The Henry E and Nancy Horton Bartels
EIN
06-1385464
Phone
2032814933
Address
PO BOX 187169, HAMDEN, CT 06518

Signing Officer

Name
John B Loehmann
Title
Trustee
Phone
2032814933
Signed
2018-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John B Loehmann
Formed
1993
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
T M Byxbee Company Pc
Address
PO BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0501398
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0719139
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING TO QUINNIPIAC UNIVERSITY FOR VARIOUS PROGRAMS UNDER THE AUSPICES OF THE UNIVERSITY
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN B LOEHMANN CPA
IRS990/BooksInCareOfDetail/PhoneNum02032814933
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02319 WHITNEY AVE HAMDEN CT
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMDEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006518
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0388882
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0562030
IRS990/CashNonInterestBearingGrp/BOYAmt0193024
IRS990/CashNonInterestBearingGrp/EOYAmt0292481
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt056200
IRS990/CYInvestmentIncomeAmt088356
IRS990/CYOtherExpensesAmt015869
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016287
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt072069
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088356
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST CONTRIBUTED TO THE MCCRAVEN ENDOWED SCHOLARSHIP FUND WHICH PROVIDED SCHOLARSHIPS TO FOUR UNIVERSITY UNDERGRADUAUTES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt033200
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt02250
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN B LOEHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN L LAHEY
IRS990/Form990PartVIISectionAGrp/PersonNm2PHILIP H BARTELS
IRS990/Form990PartVIISectionAGrp/PersonNm3KENNETH G BARTELS
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK S VARHOLAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt080603
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt033200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt056200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt056200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0541811
IRS990/GrossReceiptsAmt0549564
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt011556
IRS990/InterestGrp/TotalAmt011556
IRS990/InvestmentIncomeGrp/ExclusionAmt06898
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07753
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0855
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt049891
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0647365
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0988688
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0461208
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FUNDING TO QUINNIPIAC UNIVERSITY FOR VARIOUS PROGRAMS UNDER THE AUSPICES OF THE UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0388882
IRS990/NetAssetsOrFundBalancesEOYAmt0562030
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035177
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt080603
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt045426
IRS990/NetUnrelatedBusTxblIncmAmt020664
IRS990/NetUnrlzdGainsLossesInvstAmt0156861
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACCOUNT FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01983
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt180
IRS990/OtherExpensesGrp/TotalAmt01983
IRS990/OtherExpensesGrp/TotalAmt180
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN B LOEHMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST CONTRIBUTED TO THE UNIVERSITY'S PUBLIC SERVICE FELLOWSHIP PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt058350
IRS990/PYInvestmentIncomeAmt050895
IRS990/PYOtherExpensesAmt013470
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-20925
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt071820
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050895
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt016287
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt07753
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt03802
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt07753
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt03802
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt013619
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt011320
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-5866
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-7518
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-7518
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt015117
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt015355
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt0238
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-6390
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt015355
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt015117
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt015117
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt058450
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt058450
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt038334
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt053451
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt096784
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt058450
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt038334
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt053451
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt02250
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt056200
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt015117
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt056200
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt058450
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S FIVE TRUSTEES APPROVE THE INVESTMENT POLICY OF THE TRUST. ALL FIVE TRUSTEES, TWO OF WHICH ARE REPRESENTATIVES OF QUINNIPIAC UNIVERSITY, ALSO PARTICIPATE IN THE SELECTION OF THE PROGRAMS AT QUINNIPIAC TO BE SUPPORTED AND IN THE TIMING AND MAKING OF THESE GRANTS TO FUND THESE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS THE QUINNIPIAC UNIVERSITY. AS DISCUSSED PREVIOUSLY, TWO OF THE ORGANIZATION'S FIVE TRUSTEES ARE APPOINTED BY THE UNIVERSITY AND ALL TRUSTEES PARTICIPATE IN APPROVING THE INVESTMENT POLICY AND ALSO PARTICIPATED IN APPROVING THE GRANTS TO THE UNIVERSITY DURING THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 7, PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt0388239
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt0301128
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0526069
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0445407
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0257685
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0251377
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0656623
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0495158
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt07891
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt06681
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0518178
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0438726
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt018136
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt015355
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0914308
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0746535
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt018136
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt015355
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646701
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt056200
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0QUINNIPIAC UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt056200
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt056200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND THE MCCRAVEN SCHOLARSHIP FUND AND PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0QUINNIPIAC UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0060646701
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0275 MOUNT CARMEL AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HAMDEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006518
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES A WRITTEN ACKNOWLEDGEMENT OF THE APPLICATION OF THE GRANTS WITHIN THE SUPPORTED ORGANIZATION. IN ADDITION FOR GRANTS THAT ALLOW DISCRETIONARY SPENDING, WRITTEN REPORTS ARE RECEIVED FROM THE SUPPORTED ORGANIZATION THAT DETAIL THE USE OF THE GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0JOHN B LOEHMANN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02250
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0T.M. BYXBEE COMPANY, P.C. WAS PAID $2,250 DURING 2017 FOR ACCOUNTING AND TAX SERVICES. JOHN B LOEHMANN, CPA IS A RETIRED OFFICER AND SHAREHOLDER IN T.M. BYXBEE COMPANY
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILIP H BARTELS,TRUSTEE AND KENNETH G BARTELS, TRUSTEE ARE BROTHERS PHILIP H BARTELS,TRUSTEE,KENNETH G BARTELS,TRUSTEE AND JOHN B LOEHMANN, TRUSTEE ARE ALSO TRUSTEES OF THE ORGANIZATIONS LISTED IN SCHEDULE R (EXCEPT FOR QUINNIPIAC UNIVERSITY)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO ALL TRUSTEES FOR REVIEW PRIOR TO ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BARTELS TRUST FBO CORNELL UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BARTELS TRUST FBO UNIVERSITY OF NEW HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BARTELS TRUST FBO PUBLIC EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3QUINNIPIAC UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222774533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222958217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2066394456
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3060646701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE GRANTS FOR THE BENEFIT OF CORNELL UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR EDUCATIONAL FUNCTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE GIFTS TO UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3275 MOUNT CARMEL AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd206518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd306518
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt056200

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
$1,281,169
Liabilities
$719,139
Net assets
$562,030
Revenue
$88,356
Expenses
$72,069
Net income
$16,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.09$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.62$0.48$0.04$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.72$0.56$0.09$0.07$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.50$0.39$0.05$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.63$0.54$0.04$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.61$0.56$0.00$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.66$0.64$0.01$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$0.83$0.41$0.42$0.11$0.02$0.08
2011Summary only. Only limited summary data is available for this year.$0.70$0.33$0.37$0.02$0.06$0.08