2023-08-28T11:03:44-05:00 2022-12-31 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990 2022-01-01 222958217 HENRY E & NANCY H BARTELS TRUST FBO THE UNIVERSITY OF NEW HAVEN HENR 2032814933 PO BOX 187169 HAMDEN CT 06518 JOHN B LOEHMANN TRUSTEE 2032814933 2023-08-21 1 JOHN LOEHMANN XXX-XX-XXXX 0 PAMELA J MATOCHA P00572001 2032814933 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN B LOEHMANN PO BOX 187169 HAMDEN CT 06518 3631524 0 X N/A X 1988 CT TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY. 5 5 0 0 80056 20824 0 0 0 0 262789 204750 0 0 262789 204750 279250 98000 0 0 0 0 0 0 0 151110 48016 430360 146016 -167571 58734 9009677 2853002 4698004 1283869 4311673 1569133 TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY. 0 0 45000 45000 THE TRUST FUNDED THE PROVOST'S DISCRETIONARY FUND WHICH PROVIDES FUNDING OF VARIOUS STUDENT ACTIVITIES. 40000 40000 THE TRUST PROVIDED FUNDING FOR THE 2022-23 ACADEMIC YEAR FOR THE JOHN D. HATFIELD SCHOLARS PROGRAM WHICH PROVIDED SCHOLARSHIP FUNDING FOR UP TO SIX STUDENTS 13000 13000 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 98000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X JOHN B LOEHMANN CPA 2032814933 2319 WHITNEY AVE PO BOX 187169 HAMDEN CT 06518 X JOHN B LOEHMANN TRUSTEE 0.30 X 0 0 0 STEVEN H KAPLAN TRUSTEE 0.10 X 0 0 0 KENNETH G BARTELS TRUSTEE 0.10 X 0 0 0 PHILIP H BARTELS TRUSTEE 0.10 X 0 0 0 BRIAN OTIS TRUSTEE 0.10 X 0 0 0 0 0 0 0 0 0 0 0 14965 5361 9604 3616559 3426774 189785 189785 74695 115090 204750 0 80056 124694 98000 98000 3125 3125 34734 34734 ACCOUNT FEES 8218 8218 FEDERAL TAXES 1416 1416 FOREIGN TAXES 523 523 146016 98000 48016 0 1390890 601416 7618787 2251586 9009677 2853002 4698004 1283869 4698004 1283869 X 4311673 1569133 0 0 0 0 4311673 1569133 9009677 2853002 58734 -2801274 0 X 0 0 0 X X X 1 UNIVERSITY OF NEW HAVEN 060761704 2 1 98000 0 1 98000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 15258 14965 15258 14965 0 0 151110 46600 0 0 -135852 -31635 6950531 3575809 1686353 850903 0 0 8636884 4426712 0 3409392 1448215 5227492 2978497 78412 44677 5149080 2933820 180218 102684 0 0 180218 102684 -135852 -115474 180218 180218 0 180218 98000 0 0 0 0 0 98000 98000 180218 54.380000000000 180218 0 0 44257 116750 246000 279250 686257 0 180218 0 506039 98000 0 98000 0 0 604039 0 0 226789 279250 98000 SCHEDULE A, PAGE 5, SECTION D, LINE 3 THE 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 SCHEDULE A, PAGE 7, PART V, SECTION D, LINE 8 THE 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. 1 UNIVERSITY OF NEW HAVEN 300 ORANGE AVENUE WEST HAVEN CT 06516 060761704 501(C)(3) 98000 0 FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND. 1 PART I, LINE 2: THE ORGANIZATION REQUIRES A WRITTEN ACKNOWLEDGEMENT OF THE APPLICATION OF THE GRANTS WITHIN THE SUPPORTED ORGANIZATION. 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. BARTELS TRUST FBO CORNELL UNIVERSITY PO BOX 187169 HAMDEN CT 06518 222774533 PROVIDE GRANTS FOR THE BENEFIT OF CORNELL UNIVERSITY CT 501(C)(3) LINE 12D, III-O 0 BARTELS TRUST FBO PUBLIC EDUCATION PO BOX 187169 HAMDEN CT 06518 066394456 PROVIDE GRANTS TO UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMS CT 501(C)(3) LINE 12D, III-O 0 UNIVERSITY OF NEW HAVEN 300 ORANGE AVE WEST HAVEN CT 06516 060761704 UNIVERSITY CT 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF NEW HAVEN B 98000 CASH