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US nonprofit · EIN 222958217 · Hamden, CTiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 222958217) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SOUNK), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Henry E & Nancy H Bartels Trust FBO

Donations deductible
Revenue
$53k
year to 31 December 2024
Expenses
$187k
year to 31 December 2024
Total assets
$3.8m
$1.9m liabilities
Net assets
$1.9m
assets less liabilities
Directors and trustees
5
7.8 years on average
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
5
reported in Part VI
How am I connected?

Henry E & Nancy H Bartels Trust FBO's network

5 people7 organisationsi5 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (14) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Brian OtisTrustee2021
5 yrs
John B LoehmannTrustee2018
8 yrs
Kenneth G BartelsTrustee2018
8 yrs
Philip H BartelsTrustee2018
8 yrs
Steven H KaplanTrustee2018
8 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
John B LoehmannTrustee0.3$0
Steven H KaplanTrustee0.1$0
Kenneth G BartelsTrustee0.1$0
Philip H BartelsTrustee0.1$0
Brian OtisTrustee0.1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Henry E & Nancy H Bartels Trust Fbo
EIN
222958217
Address
Po Box 187169, Hamden, CT, 06518-7020
State
Connecticut
Mission
To provide grants to the university of new haven for funding of scholarships and other educational programs at the university. (as filed on the Form 990)
Activity (NTEE)
T22 Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
6 (IRS master file code)
Formed
1988
Principal officer
John B Loehmann (as named on the Form 990)
IRS ruling date
1 April 1989
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
SOUNK (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedPROVIDE GRANTS FOR THE BENEFIT OF CORNELL UNIVERSITYBartels Trust Fbo Cornell UniversityRelatedPROVIDE GRANTS TO UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMSBartels Trust Fbo Public EducationRelatedUNIVERSITYUniversity of New Haven

Longest observed on the filings

≥8years on the filingsJohn B Loehmann
≥8years on the filingsKenneth G Bartels
≥8years on the filingsPhilip H Bartels
≥8years on the filingsSteven H Kaplan

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$3.8m
Total liabilities
$1.9m
Net assets or fund balances
$1.9m
Contributions and grants received
$0
Program service revenue
$0
Grants and similar paid out
$112k
Employees
0

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
University of New HavenFunding for the president's public service fellowship program, the hatfield scholars program and the provost's discretionary fund.$112k