Henry E & Nancy H Bartels Trust Fbo, University Of New Haven in Hamden, Connecticut (CT)

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Henry E & Nancy H Bartels Trust Fbo, University Of New Haven
Employer Identification Number (EIN)222958217
Name of OrganizationHenry E & Nancy H Bartels Trust Fbo
Secondary NameUniversity Of New Haven
In Care of NameJohn B Loehmann
AddressPO BOX 187169, Hamden, CT 06518-7020
SubsectionCharitable Organization
Ruling Date04/1989
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,172,701
Amount of Income$2,910,909
Form 990 Revenue Amount$91,322
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2011: $2,910,909
This organization: 

 $2,910,909
Other organizations performing similar types of work: 

 $90,224

Assets in 2011: $2,172,701
This organization: 

 $2,172,701
Other organizations performing similar types of work: 

 $323,888

Expenses in 2007: $320,651
This organization: 

 $320,651
Other organizations performing similar types of work: 

 $320,651

Income to expenses ratio in 2007: 1.0
Henry E & Nancy H Bartels Trust Fbo, University Of New Haven: 

 1.0
Other organizations performing similar types of work: 

 2.6

Expenses allocated to program services in 2007: 33.2%
Henry E & Nancy H Bartels Trust Fbo, University Of New Haven: 

 33.2%
Other organizations performing similar types of work: 

 90.5%

Grants share in income in 2007: 0.0%
Henry E & Nancy H Bartels Trust Fbo, University Of New Haven: 

 0.0%
Other organizations performing similar types of work: 

 0.4%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
200320042007
Total revenue$232,401$517,176$333,049
Contributions, gifts, grants, and similar amounts received$0$0$0
Contributions to donor advised funds$0
Direct public support$0$0$0
Indirect public support$0$0$0
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$0$0$0
Dividends and interest from securities$24,908$32,154$33,029
Net rental income or (loss)$0$0$0
Gross rents$0$0$0
Less: rental expenses$0$0$0
Other investment income$0$0$0
Gain or (loss) from sales of assets other than inventory$207,493$485,022$300,020
Gross amount from sales of assets other than inventory$6,620,584$5,560,565$3,708,451
Less: cost or other basis and sales expenses$6,413,091$5,075,543$3,408,431
Net income or (loss) from special events and activities$0$0$0
Gross revenue$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$0$0$0
Total expenses$144,700$960,720$320,651
Program services$106,360$874,734$106,340
Management and general$38,340$85,986$214,311
Fundraising$0$0$0
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$3,224,809$3,274,516$5,078,050
Excess or (deficit) for the year$87,701$-443,544$12,398
Net assets or fund balances at beginning of year$2,300,434$3,224,809$3,305,027
Other changes in net assets or fund balances$836,674$493,251$1,760,625
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$320,651$106,340$214,311$0
Grants paid from donor advised funds$0
Other grants and allocations$106,340
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$1,775$0$1,775$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$152,511$0$152,511$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$60,025$0$60,025$0
Balance Sheets
200320042007
Total assets$5,406,209$5,489,297$6,970,597
Cash - non-interest-bearing$398,456$34,125$37,418
Savings and temporary cash investments$0$0$0
Accounts receivable less allowance for doubtful accounts$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$0$0$0
Investments - publicly-traded securities$6,933,179
Investments - other securities$5,007,753$5,455,172$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0
Other assets, including program-related investments$0$0$0
Total liabilities$2,181,400$2,214,781$1,892,547
Accounts payable and accrued expenses$2,181,400$2,214,781$1,892,547
Grants payable$0$0$0
Deferred revenue$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$0$0$0
Other liabilities$0$0$0
Total liabilities and net assets/fund balances$5,406,209$5,489,297$6,970,597
Total net assets or fund balances$3,224,809$3,274,516$5,078,050
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200320042007
Total revenue$0$0$0
Total revenue, gains, and other support per audited financial statements$0$0$0
Other expenses$0$0$0
Net unrealized gains on investments$0$0$0
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$0$0$0
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200320042007
Total expenses$0$0$0
Total expenses and losses per audited financial statements$0$0$0
Other revenue$0$0$0
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$0
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings5
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$73,101$259,948$0
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securitiesUnrelated debt-financed activities other than rental of real estate$7,884Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$25,145$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventoryUnrelated debt-financed activities other than rental of real estate$65,217Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$234,803$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organization4
Information about the supported organizations
Employer identification number (EIN)Name of organizationType of organizationIs the supported organization listed in the supporting organization's governing documents?Amount of support
060761704University Of New HavenYes$106,340
Total$106,340
Support Schedule
200220032006
Total$0$0$0
Gifts, grants, and contributions received$0$0$0
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?Yes
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$91,322
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$10,940
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$80,382
Gross amount from sales of assets other than inventory (Securities / Other)$2,899,969 / $0
Less: cost or other basis and sales expenses (Securities / Other)$2,819,587 / $0
Gain or (loss) (Securities / Other)$80,382 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$136,054
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$136,054
Balance Sheet (for 2011)
Total assets$2,172,701
Total liabilities$981,132
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$981,132
Total net assets or fund balances$1,191,569
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$3,488$25,065$21,577
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$3,000$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$6,488$25,065$18,577
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$21,577
Unrelated business taxable income before net operating loss deduction$21,577
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$21,577
Specific deduction$1,000
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Kosciusko 21st Century Foundation Inc2170 N Pointe Dr, Warsaw, IN 46582-9043IN1967-11$72,939,129
2Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$14,734,494
3The Beall Family Foundation5 San Joaquin Plz Ste 320, Newport Beach, CA 92660-5936CA2001-02$11,754,599
4North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$6,461,062
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$2,910,909
6Pugdin Memorial Fund P 61620004PO BOX 3038, Milwaukee, WI 53201-3038WI2000-03$2,007,783
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$698,073
8Gordon G Wilson Trust Uw Fbo, Covington United 32100302010 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-01$590,765
9Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$121,688
10Cargill Macmillan Jr Charitable Tr, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$71,682
11Dalio Foundation Inc1 Glendinning Pl, Westport, CT 06880-1242CT2003-09$129,648,713
12The Grossman Family Foundation133 River Rd, Cos Cob, CT 06807-2539CT2010-04$102,178,027
13The Lampert Foundation200 Greenwich Avenue, Greenwich, CT 06830-2506CT2006-11$55,706,421
14Michael And Carol Lowenstein Foundation Inc55 Railroad Ave 2nd Fl, Greenwich, CT 06830-6378CT2009-09$21,301,552
15Bluebell Foundation7 Bobolink Ln, Greenwich, CT 06830-3801CT2003-05$15,320,565
16Bok Fam Foundation Tr, Bok Scott L & Bok Roxanne TteePO BOX 966, Canaan, CT 06018-0966CT2005-06$6,105,673
17Floren Family Foundation, Floren Douglas C Ttee210 Round Hill Rd, Greenwich, CT 06831-3357CT2001-01$4,794,170
18Jean And David W Wallace Foundation Inc680 Steamboat Rd, Greenwich, CT 06830-7147CT2001-09$4,501,857
19Lawrence & Megan Foley Family Foundation IncPO BOX 824, Southport, CT 06890-0824CT2002-08$3,541,232
20Rock Foundation70 Zaccheus Mead Ln, Greenwich, CT 06831-3752CT2001-07$3,470,637
21F Curtis Thrall And Susan B Thrall Foundation Tr, Rice John J And Landow Stephen Ttee102 Wolcott Rd, Wolcott, CT 06716-2671CT2004-06$3,394,592
22Goldstone Family Foundation445 Main St, Ridgefield, CT 06877-4513CT2000-11$3,244,966
23Hastings Foundation Inc23 Old Kings Highway S, Darlen, CT 06820-4541CT2007-05$2,735,783
24Lawrie Family Foundation8 Country Club Rd, Ridgefield, CT 06877-5306CT2006-05$2,396,969
25Alfa Foundation, Fayed Ali Et Al Ttees240 Greenwich Ave Flr 3, Greenwich, CT 06830-6507CT2001-01$2,281,535
26Nesi Family Foundation7 Fraser Rd, Westport, CT 06880-1323CT2006-02$2,257,211
27Vince & Linda Mcmahon Familyfoundation Inc1241 E Main St, Stamford, CT 06902-3520CT2007-05$2,235,777
28Max And Rachel Javit And Family Foundation 05271999, Divine Thomas M TteeCityplace I 22nd Floor 185 Asylum, Hartford, CT 06103CT1999-11$2,119,238
29First County Bank Foundation Inc117 Prospect St, Stamford, CT 06901-1201CT2001-02$2,055,267
30Allison Family Foundation IncPO BOX 122, Greens Farms, CT 06838-0122CT1999-12$1,822,052
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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