Civic Intelligence

Henry E & Nancy H Bartels Trust FBO the University of New Haven

990 • Fiscal year 2017 • EIN 22-2958217

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 07, 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

0.55x

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

9.32x

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

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

Net Margin

88th percentile

40%

Higher net margin than 88% 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

91st percentile

51%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

95th percentile

167%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$4,229,733

Up $1,421,633 (+51%) from 2016

Net Assets

Up

$1,886,500

Up $651,555 (+53%) from 2016

Liabilities

Up

$2,343,233

Up $770,078 (+49%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin88th percentile

Revenue

Up

$251,500

Up $157,414 (+167%) from 2016

Expenses

Down

$150,783

Down $72,610 (-33%) from 2016

Net Income

Up

$100,717

Up $230,024 (+178%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$15M$10M$5.0M$0Assets 2011: $2,172,701Liabilities 2011: $981,132Net Assets 2011: $1,191,5692011Assets 2012: $2,496,700Liabilities 2012: $1,278,059Net Assets 2012: $1,218,6412012Assets 2013: $4,165,113Liabilities 2013: $2,135,151Net Assets 2013: $2,029,9622013Assets 2014: $3,725,591Liabilities 2014: $1,937,557Net Assets 2014: $1,788,0342014Assets 2015: $3,820,261Liabilities 2015: $2,064,235Net Assets 2015: $1,756,0262015Assets 2016: $2,808,100Liabilities 2016: $1,573,155Net Assets 2016: $1,234,9452016Assets 2017: $4,229,733Liabilities 2017: $2,343,233Net Assets 2017: $1,886,5002017Assets 2018: $3,635,045Liabilities 2018: $1,948,094Net Assets 2018: $1,686,9512018Assets 2019: $5,759,863Liabilities 2019: $3,168,197Net Assets 2019: $2,591,6662019Assets 2020: $11,866,741Liabilities 2020: $5,687,335Net Assets 2020: $6,179,4062020Assets 2021: $9,009,677Liabilities 2021: $4,698,004Net Assets 2021: $4,311,6732021Assets 2022: $2,853,002Liabilities 2022: $1,283,869Net Assets 2022: $1,569,1332022Assets 2023: $3,309,139Liabilities 2023: $1,671,385Net Assets 2023: $1,637,7542023Assets 2024: $3,834,619Liabilities 2024: $1,898,320Net Assets 2024: $1,936,2992024

Highlighted filing

2017

Assets$4,229,733
Liabilities$2,343,233
Net Assets$1,886,500
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $91,322Expenses 2011: $136,054Net Income 2011: -$44,7322011Revenue 2012: $275,995Expenses 2012: $140,315Net Income 2012: $135,6802012Revenue 2013: $12,564Expenses 2013: $123,926Net Income 2013: -$111,3622013Revenue 2014: $81,251Expenses 2014: $135,264Net Income 2014: -$54,0132014Revenue 2015: $124,905Expenses 2015: $77,803Net Income 2015: $47,1022015Revenue 2016: $94,086Expenses 2016: $223,393Net Income 2016: -$129,3072016Revenue 2017: $251,500Expenses 2017: $150,783Net Income 2017: $100,7172017Revenue 2018: $132,136Expenses 2018: $223,769Net Income 2018: -$91,6332018Revenue 2019: $214,799Expenses 2019: $194,718Net Income 2019: $20,0812019Revenue 2020: $484,112Expenses 2020: $326,710Net Income 2020: $157,4022020Revenue 2021: $262,789Expenses 2021: $430,360Net Income 2021: -$167,5712021Revenue 2022: $204,750Expenses 2022: $146,016Net Income 2022: $58,7342022Revenue 2023: -$4,757Expenses 2023: $159,552Net Income 2023: -$164,3092023Revenue 2024: $52,755Expenses 2024: $186,826Net Income 2024: -$134,0712024

Highlighted filing

2017

Revenue$251,500
Expenses$150,783
Net Income$100,717
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 7, 2018
Return Version
2017v2.3
Gross Receipts
$1,551,844
Mission and Program Overview

Mission

To provide grants to the university of new haven for funding of scholarships and other educational programs at the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,897,304$3,071,940▲ $1,174,636
Cap Stk Tr Prin Current Funds$1,234,945$1,886,500▲ $651,555
Cash and Non-Interest-Bearing Accounts$594,346$938,406▲ $344,060
Investments Other Securities$316,450$219,387▼ $97,063
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,808,100$4,229,733▲ $1,421,633
Liabilities
Accounts Payable and Accrued Expenses$1,573,155$2,343,233▲ $770,078
Total Liabilities$1,573,155$2,343,233▲ $770,078
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,234,945$1,886,500▲ $651,555
Total Liabilities and Net Assets / Fund Balance$2,808,100$4,229,733▲ $1,421,633

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$219,387--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Caroline KoziatekTrustee
John B LoehmannTrustee
Kenneth G BartelsTrustee
Philip H BartelsTrustee
Steven H KaplanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$251,500
Other Revenue
$0
Change in Net Assets
$100,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$106,600
Other Expenses$44,183
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,600--$106,600
Interest-$36,274-$36,274
Fees for Services Accounting-$2,250-$2,250
Other Expenses-$387-$387
Total Functional Expenses$106,600$44,183$0$150,783
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of New HavenWest Haven, CT501(c)(3)FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.$106,600
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
John B LoehmannTrusteeT.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,is also a trustee of the organizations listed in schedule r kenneth g bartels,trustee,and john b loehmann, trustee are also trustees of the organizations listed in schedule r (except the university of 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
Henry E & Nancy H Bartels Trust Fbo
EIN
22-2958217
Phone
2032814933
Address
PO BOX 187169, HAMDEN, CT 06518

Signing Officer

Name
John B Loehmann
Title
Trustee
Phone
2032814933
Signed
2018-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John B Loehmann
Formed
1988
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 497 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/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0106600
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0106600
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 THE UNIVERSITY OF NEW HAVEN, ALSO PARTICIPATE IN THE SELECTION OF THE PROGRAMS AT THE UNIVERSITY 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 UNIVERSITY OF NEW HAVEN. 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/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt01206576
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt0970629
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01657122
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01372905
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0817704
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0766205
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02045994
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01577329
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt024857
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt020594
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01632265
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01352311
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt057129
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt047331
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02863698
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02343534
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt057129
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt047331
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060761704
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0106600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NEW HAVEN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0106600
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0219387
IRS990ScheduleD/OtherSecuritiesGrp/Desc02924 SHS LGI HOMES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0219387
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0106600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NEW HAVEN
IRS990ScheduleI/RecipientTable/RecipientEIN0060761704
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 ORANGE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST HAVEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006516
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES A WRITTEN ACKNOWLEDGEMENT OF THE APPLICATION OF THE GRANTS WITHIN THE SUPPORTED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOHN 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,IS ALSO A TRUSTEE OF THE ORGANIZATIONS LISTED IN SCHEDULE R KENNETH G BARTELS,TRUSTEE,AND JOHN B LOEHMANN, TRUSTEE ARE ALSO TRUSTEES OF THE ORGANIZATIONS LISTED IN SCHEDULE R (EXCEPT THE UNIVERSITY OF 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 PUBLIC EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BARTELS TRUST FBO QUINNIPIAC UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UNIVERSITY OF NEW HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222774533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1066394456
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2061385464
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3060761704
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 UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE FUNDING TO QUINNIPIAC UNIVERSITY FOR EVENTS AND OTHER SUPPORT
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/AddressLine1Txt3300 ORANGE AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3WEST 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd306516
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00

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
$4,229,733
Liabilities
$2,343,233
Net assets
$1,886,500
Revenue
$251,500
Expenses
$150,783
Net income
$100,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$1.90$1.94$0.05$0.19$0.13
2023Summary only. Only limited summary data is available for this year.$3.31$1.67$1.64$0.00$0.16$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$1.28$1.57$0.20$0.15$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$4.70$4.31$0.26$0.43$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$5.69$6.18$0.48$0.33$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$3.17$2.59$0.21$0.19$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$1.95$1.69$0.13$0.22$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.23$2.34$1.89$0.25$0.15$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$1.57$1.23$0.09$0.22$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$2.06$1.76$0.12$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.73$1.94$1.79$0.08$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.17$2.14$2.03$0.01$0.12$0.11
2012Summary only. Only limited summary data is available for this year.$2.50$1.28$1.22$0.28$0.14$0.14
2011Summary only. Only limited summary data is available for this year.$2.17$0.98$1.19$0.09$0.14$0.04