2025-05-06T09:15:35-05:00 2024-12-31 814236823 THE INNOVATIVE CPA GROUP LLC 1 ENTERPRISE DRIVE SUITE 210 SHELTON CT 06484 990 2024-01-01 222774533 HENRY E & NANCY H BARTELS TRUST FBO CORNELL UNIVERSITY HENR 2032814933 PO BOX 187169 HAMDEN CT 06518 JOHN B LOEHMANN TRUSTEE 2032814933 2025-05-06 1 0 JOHN B LOEHMANN P00026491 2034890612 2024 2025-03-06 01:10:19Z JOHN B LOEHMANN PO BOX 187169 HAMDEN CT 06518 1314013 0 X N/A X 1986 CT TO PROVIDE GRANTS TO CORNELL UNIVERSITY TO FUND SCHOLARSHIPS AND OTHER EDUCATIONAL FUNCTIONS AND TO SUPPORT THE UNIVERSITY'S SHOALS MARINE LAB PROGRAM. 5 5 0 0 93824 15776 0 0 0 0 193700 113118 0 0 193700 113118 119800 119800 0 0 0 0 0 0 0 69069 68732 188869 188532 4831 -75414 3075382 3536233 1532678 1736621 1542704 1799612 TO PROVIDE GRANTS TO CORNELL UNIVERSITY TO FUND SCHOLARSHIPS AND OTHER EDUCATIONAL FUNCTIONS, AND TO SUPPORT THE UNIVERSITY'S SHOALS MARINE LAB PROGRAM. 0 0 30000 30000 THE TRUST PROVIDED FUNDING, FOR SCHOOL YEAR 2024-2025 TO THE ENGINEERING DEAN'S DISCRETIONARY FUND,THE ATHLETIC DIRECTOR'S DISCRETIONARY FUND AND THE DISCRETIONARY FUND FOR UNDERGRADUATE STUDENTS WHICH ARE USED TO FUND VARIOUS STUDENT ACTIVITIES 89800 89800 THE TRUST PROVIDED FUNDING FOR THE SCHOOL YEAR 2024-2025 FOR EIGHT SUMMER INTERNS AT THE UNIVERSITY'S SHOALS MARINE LAB, AND TWO SUMMER INTERNS EACH AT THE UNIVERSITY'S JOHNSON MUSEUM, LAB OF ORNITHOLOGY AND THE CORNELL PLANTATIONS. 119800 1 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 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 KENNETH G BARTELS TRUSTEE 0.10 X 0 0 0 PHILIP H BARTELS TRUSTEE 0.10 X 0 0 0 RYAN T LOMBARDI TRUSTEE 0.10 X 0 0 0 COREY R EARLE TRUSTEE 0.10 X 0 0 0 0 0 0 0 0 0 0 0 16374 5343 11031 1297639 1200895 96744 96744 88481 8263 113118 0 93824 19294 119800 119800 2550 2550 62978 62978 SHORT SALE FEES 2617 2617 FOREIGN TAXES 587 587 188532 119800 68732 0 709691 742608 2365691 2583273 210352 3075382 3536233 1532678 1736621 1532678 1736621 X 1542704 1799612 0 0 0 0 1542704 1799612 3075382 3536233 -75414 332322 0 X 0 0 0 X X 1 CORNELL UNIVERSITY 150532082 2 1 119800 0 1 119800 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 15181 16374 15181 16374 0 0 68496 68732 0 0 -53315 -52358 2330984 2528389 727768 649037 0 0 3058752 3177426 0 761248 881510 2297504 2295916 34463 34439 2263041 2261477 79206 79152 0 0 79206 79152 -53315 -45318 79206 79206 0 79206 119800 0 0 0 0 0 119800 119800 79206 100.000000000000 79206 0 8861 414518 166620 158000 119800 867799 0 79206 0 788593 119800 0 119800 0 0 908393 344173 166620 158000 119800 119800 SCHEDULE A, PAGE 5, PART IV, 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 CORNELL UNIVERSITY, ALSO PARTICIPATE IN THE SELECTION OF THE PROGRAMS AT CORNELL TO BE SUPPORTED AND IN THE TIMING AND MAKING OF THESE GRANTS TO FUND THESE ACTIVITIES. SCHEDULE A, PAGE 7, PART V, SECTION D, LINE 8 THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS CORNELL UNIVERSITY. 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. 0 NETFLIX.COM 236 SHS 210352 F 210352 1 CORNELL UNIVERSITY 377 PINE TREE ROAD ITHACA NY 14853 150532082 503(C)(3) 119800 0 ACADEMIC & STUDENT ACTIVITY SUPPORT; SCHOLARSHIP FUNDING. 1 PART I, LINE 2: THE ORGANIZATION REQUIRES A WRITTEN ACKNOWLEDGEMENT OF THE APPLICATION OF THE GRANTS WITHIN THE SUPPORTED ORGANIZATION. IN ADDITION FOR GRANTS THAT ALLOW DISCRETIONARY SPENDING, WRITTEN REPORTS ARE RECEIVED FROM THE SUPPORTED ORGANIZATION THAT DETAIL THE USE OF THE FUNDS FORM 990, PART VI, SECTION A, LINE 2 PHILIP H BARTELS, TRUSTEE AND KENNETH G BARTELS, TRUSTEE ARE BROTHERS PHILIP H BARTELS, TRUSTEE, KENNETH G BARTELS,TRUSTEE,AND JOHN B LOEHMANN, TRUSTEE ARE ALSO TRUSTEES OF THE ORGANIZATIONS LISTED IN SCHEDULE R (EXCEPT FOR CORNELL UNIVERSITY) 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 UNIVERSITY OF NEW HAVEN PO BOX 187169 HAMDEN CT 06518 222958217 PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR EDUCATIONAL FUNCTIONS CT 501(C)(3) LINE 12D, III-O 0 BARTELS TRUST FBO PUBLIC EDUCATION PO BOX 187169 HAMDEN CT 06518 066394456 PROVIDE GIFTS TO UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMS CT 501(C)(3) LINE 12D, III-O 0 CORNELL UNIVERSITY 377 PINE TREE ROAD ITHACA NY 14853 150532082 UNIVERSITY NY 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 CORNELL UNIVERSITY B 119800 CASH