Civic Intelligence

Hertha Traalum Trust

990PF • Fiscal year 2025 • EIN 56-6609144

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 20, 2026

Organization Profile
123 South Main Street Suite 140Newtown, CT 06470

(203) 426-2116

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$1,750

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$98,595

Up $7,404 (+8.1%) from 2024

Net Assets

Up

$98,595

Up $7,404 (+8.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$4,740

Up $115 (+2.5%) from 2024

Expenses

Up

$11,953

Up $8,120 (+212%) from 2024

Net Income

Down

-$7,213

Down $8,005 (-1011%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $127,406Liabilities 2011: $0Net Assets 2011: $127,4062011Assets 2012: $122,256Liabilities 2012: $12012Assets 2013: $120,221Liabilities 2013: $0Net Assets 2013: $120,2212013Assets 2014: $122,580Liabilities 2014: $0Net Assets 2014: $122,5802014Assets 2015: $119,644Liabilities 2015: $0Net Assets 2015: $119,6442015Assets 2016: $104,146Liabilities 2016: $0Net Assets 2016: $104,1462016Assets 2017: $105,471Liabilities 2017: $0Net Assets 2017: $105,4712017Assets 2018: $103,257Liabilities 2018: $0Net Assets 2018: $103,2572018Assets 2019: $113,763Liabilities 2019: $0Net Assets 2019: $113,7632019Assets 2020: $98,349Liabilities 2020: $0Net Assets 2020: $98,3492020Assets 2021: $100,621Liabilities 2021: $0Net Assets 2021: $100,6212021Assets 2022: $93,711Liabilities 2022: $0Net Assets 2022: $93,7112022Assets 2023: $92,419Liabilities 2023: $0Net Assets 2023: $92,4192023Assets 2024: $91,191Liabilities 2024: $0Net Assets 2024: $91,1912024Assets 2025: $98,595Liabilities 2025: $0Net Assets 2025: $98,5952025

Highlighted filing

2025

Assets$98,595
Liabilities$0
Net Assets$98,595
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KExpenses 2011: $2,3172011Revenue 2012: $5,958Expenses 2012: $9,084Net Income 2012: -$3,1262012Revenue 2013: $5,382Expenses 2013: $7,417Net Income 2013: -$2,0352013Revenue 2014: $9,835Expenses 2014: $9,364Net Income 2014: $4712014Revenue 2015: $4,795Expenses 2015: $9,440Net Income 2015: -$4,6452015Revenue 2016: $1,439Expenses 2016: $14,944Net Income 2016: -$13,5052016Revenue 2017: $4,699Expenses 2017: $8,476Net Income 2017: -$3,7772017Revenue 2018: $4,539Expenses 2018: $7,908Net Income 2018: -$3,3692018Revenue 2019: $4,202Expenses 2019: $2,322Net Income 2019: $1,8802019Revenue 2020: $3,604Expenses 2020: $12,923Net Income 2020: -$9,3192020Revenue 2021: $4,321Expenses 2021: $7,549Net Income 2021: -$3,2282021Revenue 2022: $4,432Expenses 2022: $2,379Net Income 2022: $2,0532022Revenue 2023: $3,857Expenses 2023: $7,432Net Income 2023: -$3,5752023Revenue 2024: $4,625Expenses 2024: $3,833Net Income 2024: $7922024Revenue 2025: $4,740Expenses 2025: $11,953Net Income 2025: -$7,2132025

Highlighted filing

2025

Revenue$4,740
Expenses$11,953
Net Income-$7,213
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenn J NanavatyTrustee-$1,750-$1,750
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIan HubbardMusic Scholarship-Woodbury, CT, US$8,200
Filing and Contact Details

Filer

Filer Name
Hertha Traalum Trust
EIN
56-6609144
In Care Of
% GLENN J NANAVATY
Phone
2034262116
Address
123 South Main Street Suite 140, Newtown, CT 06470

Signing Officer

Name
Glenn J Nanavaty
Title
Trustee
Phone
2034262116
Signed
2026-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Nanavaty Davenport Studley White
Address
123 South Main St Suite 140, Newtown, CT 06470
Preparer
Christopher G Farrington
Phone
2034268500
Raw XML Appendix269 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt095867
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-791
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-05-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0866
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7213
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014617
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt098595
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt098595
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04608
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04608
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04674
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt066
IRS990PF/DistributableAmountGrp/TotalTaxAmt066
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IRS990PF/FMVAssetsEOYAmt098595
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt085985
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt094893
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt090926
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01423
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04674
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt093470
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Glenn J Nanavaty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0123 South Main Street Suite 140
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt03726
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt03726
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt03726
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0865
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04457
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROBATE COURT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014617
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
TaxesSchedule/TaxesDetail/Amt01182
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Glenn J Nanavaty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02034262116
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hertha Traalum Trust
ReturnHeader/Filer/BusinessNameControlTxt0HERT
ReturnHeader/Filer/EIN0566609144
ReturnHeader/Filer/InCareOfNm0% GLENN J NANAVATY
ReturnHeader/Filer/PhoneNum02034262116
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 South Main Street Suite 140
ReturnHeader/Filer/USAddress/CityNm0Newtown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nanavaty Davenport Studley White
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 South Main St Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newtown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006470
ReturnHeader/PreparerPersonGrp/PhoneNum02034268500
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher G Farrington
ReturnHeader/ReturnTs02026-04-22T10:37:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,595
Liabilities
$0
Net assets
$98,595
Revenue
$4,740
Expenses
$11,953
Net income
-$7,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.12$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.13$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.15$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.06$0.09$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.02