Henry E & Nancy H Bartels Trust Fbo
- Assets
- $11.9m
- Revenue
- $484.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Hamden, CT
- Founding
- 04/1989
- Data as of
- 12/2020
- EIN
- 22-2958217
Organization Overview
Henry E & Nancy H Bartels Trust Fbo is located in Hamden, CT. The organization was established in 1989. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Henry E & Nancy H Bartels Trust Fbo is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Henry E & Nancy H Bartels Trust Fbo generated $484.1k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 25.3% each year . All expenses for the organization totaled $326.7k during the year ending 12/2020. While expenses have increased by 27.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST FUNDED THE PROVOST'S DISCRETIONARY FUND WHICH PROVIDES FUNDING OF VARIOUS STUDENT ACTIVITIES.
THE TRUST PROVIDED FUNDING FOR THE 2021-22 ACADEMIC YEAR FOR THE JOHN D. HATFIELD SCHOLARS PROGRAM WHICH PROVIDED SCHOLARSHIP FUNDING FOR UP TO SIX STUDENTS
THE TRUST PROVIDED FUNDS FOR THE UNIVERSITY'S PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM WHICH ALLOWED STUDENTS TO PARTICIPATE IN THIS WORK/STUDY PROGRAM FOR THE SUMMER
FUNDING OF MISCELLANEOUS UNIVERSITY ACTIVITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven H Kaplan Trustee | Trustee | 0.1 | $0 |
John B Loehmann Trustee | Trustee | 0.3 | $0 |
Kenneth G Bartels Trustee | Trustee | 0.1 | $0 |
Philip H Bartels Trustee | Trustee | 0.1 | $0 |
Brian Otis Trustee | Trustee | 0.1 | $0 |
Caroline Koziatek Trustee | Trustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Investment income | $12,295 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $471,817 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $484,112 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $46,695 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $326,710 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,262,611 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $9,604,130 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $11,866,741 |
| Accounts payable and accrued expenses | $5,687,335 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,687,335 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $6,179,406 |
| Total liabilities and net assets/fund balances | $6,179,406 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
S & G Foundation albany, NY | $1,180,089,159 | $294,936,683 |
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Starr Foundation New York, NY | $1,351,331,495 | $187,314,215 |
Robertson Foundation New York, NY | $308,129,047 | $104,540,927 |
William Randolph Hearst Foundation New York, NY | $0 | $92,096,829 |
Foundation For A Just Society New York, NY | $0 | $262,120,919 |
Surdna Foundation Inc New York, NY | $0 | $71,392,126 |
Carson Fam Charitable Tr New York, NY | $302,357,968 | $144,716,166 |
Blavatnik Family Foundation 2020 New York, NY | $0 | $14,146 |
Henry Luce Foundation Inc New York, NY | $1,226,277,880 | $84,818,070 |
Paul E Singer Foundation New York, NY | $412,018,579 | $19,273,091 |
Bernard And Anne Spitzer Charitable Tr New York, NY | $0 | $17,565,686 |