Civic Intelligence

Henry E and Nancy Horton Bartels Trust for the Benefit of Public

990 • Fiscal year 2016 • EIN 06-6394456

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 06, 2017

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

81st percentile

0.56x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

12.96x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,682,761

Down $397,369 (-19%) from 2015

Net Assets

Down

$746,368

Down $206,715 (-22%) from 2015

Liabilities

Down

$936,393

Down $190,654 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin36th percentile

Revenue

Up

$72,272

Up $12,143 (+20%) from 2015

Expenses

Up

$73,580

Up $4,769 (+6.9%) from 2015

Net Income

Up

-$1,308

Up $7,374 (+85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,250,943Liabilities 2011: $592,092Net Assets 2011: $658,8512011Assets 2012: $1,384,534Liabilities 2012: $690,714Net Assets 2012: $693,8202012Assets 2013: $2,285,001Liabilities 2013: $1,149,338Net Assets 2013: $1,135,6632013Assets 2014: $2,115,573Liabilities 2014: $1,123,722Net Assets 2014: $991,8512014Assets 2015: $2,080,130Liabilities 2015: $1,127,047Net Assets 2015: $953,0832015Assets 2016: $1,682,761Liabilities 2016: $936,393Net Assets 2016: $746,3682016Assets 2017: $2,454,980Liabilities 2017: $1,352,145Net Assets 2017: $1,102,8352017Assets 2018: $2,063,088Liabilities 2018: $1,121,600Net Assets 2018: $941,4882018Assets 2019: $3,243,193Liabilities 2019: $1,764,584Net Assets 2019: $1,478,6092019Assets 2020: $6,547,913Liabilities 2020: $3,165,715Net Assets 2020: $3,382,1982020Assets 2021: $5,144,532Liabilities 2021: $2,630,002Net Assets 2021: $2,514,5302021Assets 2022: $1,883,772Liabilities 2022: $836,083Net Assets 2022: $1,047,6892022Assets 2023: $2,192,694Liabilities 2023: $1,149,200Net Assets 2023: $1,043,4942023Assets 2024: $2,389,037Liabilities 2024: $1,187,068Net Assets 2024: $1,201,9692024

Highlighted filing

2016

Assets$1,682,761
Liabilities$936,393
Net Assets$746,368
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $3,719Expenses 2011: $64,353Net Income 2011: -$60,6342011Revenue 2012: $179,256Expenses 2012: $58,163Net Income 2012: $121,0932012Revenue 2013: -$21,594Expenses 2013: $57,927Net Income 2013: -$79,5212013Revenue 2014: $23,693Expenses 2014: $68,924Net Income 2014: -$45,2312014Revenue 2015: $60,129Expenses 2015: $68,811Net Income 2015: -$8,6822015Revenue 2016: $72,272Expenses 2016: $73,580Net Income 2016: -$1,3082016Revenue 2017: $83,835Expenses 2017: $75,799Net Income 2017: $8,0362017Revenue 2018: $81,015Expenses 2018: $96,381Net Income 2018: -$15,3662018Revenue 2019: $30,407Expenses 2019: $95,766Net Income 2019: -$65,3592019Revenue 2020: $276,662Expenses 2020: $104,834Net Income 2020: $171,8282020Revenue 2021: $130,006Expenses 2021: $215,572Net Income 2021: -$85,5662021Revenue 2022: $87,602Expenses 2022: $91,579Net Income 2022: -$3,9772022Revenue 2023: $53,261Expenses 2023: $93,872Net Income 2023: -$40,6112023Revenue 2024: $72,064Expenses 2024: $108,457Net Income 2024: -$36,3932024

Highlighted filing

2016

Revenue$72,272
Expenses$73,580
Net Income-$1,308
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$1,346,110
Mission and Program Overview

Mission

To provide grants to the united way of greater new haven to financially support school development programs and other similar programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,477,820$1,214,646▼ $263,174
Cap Stk Tr Prin Current Funds$953,083$746,368▼ $206,715
Cash and Non-Interest-Bearing Accounts$602,310$367,714▼ $234,596
Investments Other Securities-$100,401-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,080,130$1,682,761▼ $397,369
Liabilities
Accounts Payable and Accrued Expenses$1,127,047$936,393▼ $190,654
Total Liabilities$1,127,047$936,393▼ $190,654
Net Assets / Fund Balance
Total Net Assets Fund Balance$953,083$746,368▼ $206,715
Total Liabilities and Net Assets / Fund Balance$2,080,130$1,682,761▼ $397,369

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,401--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Hart CaparuloTrustee
Jack HealyTrustee
Jennifer HeathTrustee
John B LoehmannTrustee
Kenneth G BartelsTrustee
Philip H BartelsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$72,272
Other Revenue
$0
Change in Net Assets
$-1,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$23,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Interest-$20,166-$20,166
Fees for Services Accounting-$2,150-$2,150
Other Expenses-$2-$2
Total Functional Expenses$50,000$23,580$0$73,580
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Greater New HavenNew Haven, CT501(c)(3)To Provide Funding to Various Education Programs Throughout New Haven, Ct$50,000
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 $2,150 DURING 2016 FOR ACCOUNTING AND TAX SERVICES. JOHN B LOEHMANN, CPA IS A RETIRED OFFICER AND SHAREHOLDER IN T.M. BYXBEE COMPANY P.C.No$2,150
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,and john b loehmann, trustee are also trustees of the organizations listed in schedule r (except united way of greater new haven) kenneth g bartels,trustee,and john b loehmann, trustee are also trustees of the organizations listed in schedule r (except united way of greater new haven)”

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
Bartels Trust for Public Education in
EIN
06-6394456
Phone
2032814933
Address
PO BOX 187169, HAMDEN, CT 06518

Signing Officer

Name
John B Loehmann
Title
Trustee
Phone
2032814933
Signed
2017-10-06
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
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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/DistributionsGrp/CYTotalAnnualDistributionsAmt050000
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. IN ADDITION, ALL FIVE TRUSTEES, ONE OF WHICH IS A REPRESENTATIVE OF THE UNITED WAY, PARTICIPATE IN THE SELECTION OF THE PROGRAMS TO BE SUPPORTED AND IN THE TIMING AND MAKING OF THE GRANTS TO FUND THE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS THE UNITED WAY OF GREATER NEW HAVEN. AS DISCUSSED PREVIOUSLY, ONE OF THE ORGANIZATION'S FIVE TRUSTEES IS APPOINTED BY THE UNITED WAY AND ALL TRUSTEES PARTICIPATE IN APPROVING THE INVESTMENT POLICY AND ALSO PARTICIPATED IN APRROVING THE GRANTS TO THE UNITED WAY DURING THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 7, PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt0549803
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt0662596
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0784421
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01012055
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0442139
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0601774
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0892085
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01072877
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt011766
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt015181
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0772655
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0996874
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt027043
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt034891
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01334224
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01674651
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt027043
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt034891
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646761
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED WAY OF GREATER NEW HAVEN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt050000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0100401
IRS990ScheduleD/OtherSecuritiesGrp/Desc0811 SHS NETFLIX COM INC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0100401
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDING TO VARIOUS EDUCATION PROGRAMS THROUGHOUT NEW HAVEN, CT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF GREATER NEW HAVEN
IRS990ScheduleI/RecipientTable/RecipientEIN0060646761
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt071 ORANGE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAVEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006510
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WRITTEN ACKNOWLEDGEMENTS ARE REQUIRED FROM THE VARIOUS PROGRAMS FUNDED
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/TransactionAmt02150
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0T.M. BYXBEE COMPANY, P.C. WAS PAID $2,150 DURING 2016 FOR ACCOUNTING AND TAX SERVICES. JOHN B LOEHMANN, CPA IS A RETIRED OFFICER AND SHAREHOLDER IN T.M. BYXBEE COMPANY P.C.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILIP H BARTELS,TRUSTEE AND KENNETH G BARTELS, TRUSTEE ARE BROTHERS PHILIP H BARTELS,TRUSTEE,AND JOHN B LOEHMANN, TRUSTEE ARE ALSO TRUSTEES OF THE ORGANIZATIONS LISTED IN SCHEDULE R (EXCEPT UNITED WAY OF GREATER NEW HAVEN) KENNETH G BARTELS,TRUSTEE,AND JOHN B LOEHMANN, TRUSTEE ARE ALSO TRUSTEES OF THE ORGANIZATIONS LISTED IN SCHEDULE R (EXCEPT UNITED WAY OF GREATER NEW HAVEN)
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 QUINNIPIAC UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BARTELS TRUST FBO UNIVERSITY OF NEW HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UNITED WAY OF GREATER NEW HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222774533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1061385464
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2222958217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3060646761
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 FUNDING TO QUINNIPIAC UNIVERSITY FOR EVENTS AND OTHER SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR EDUCATIONAL FUNCTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE/IMPROVE EDUCATION,INCOME AND HEALTH OPPORTUNITIES FOR THE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt371 ORANGE ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3NEW HAVEN
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,682,761
Liabilities
$936,393
Net assets
$746,368
Revenue
$72,272
Expenses
$73,580
Net income
-$1,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$1.19$1.20$0.07$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.19$1.15$1.04$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.84$1.05$0.09$0.09$0.00
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.14$2.63$2.51$0.13$0.22$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$3.17$3.38$0.28$0.10$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.24$1.76$1.48$0.03$0.10$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$1.12$0.94$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.45$1.35$1.10$0.08$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.94$0.75$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.08$1.13$0.95$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.12$1.12$0.99$0.02$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.29$1.15$1.14$0.02$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$1.38$0.69$0.69$0.18$0.06$0.12
2011Summary only. Only limited summary data is available for this year.$1.25$0.59$0.66$0.00$0.06$0.06