Ellen Battell Stoeckel Residue Tr Uw
- Assets
- $51.9m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 7
- Location
- Winsted, CT
- Founding
- 11/1991
- Data as of
- 09/2021
- EIN
- 06-0653108
Organization Overview
Ellen Battell Stoeckel Residue Tr Uw is located in Winsted, CT. The organization was established in 1991. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 09/2021, Ellen Battell Stoeckel Residue Tr Uw employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ellen Battell Stoeckel Residue Tr Uw 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 09/2021, Ellen Battell Stoeckel Residue Tr Uw generated $2.2m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 74.2% each year . All expenses for the organization totaled $1.3m during the year ending 09/2021. While expenses have increased by 4.6% 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.
Since 2015, Ellen Battell Stoeckel Residue Tr Uw has awarded 12 individual grants totaling $2,255,550. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
INCOME DISTRIBUTIONS TO YALE UNIVERSITY TO SUPPORT SUMMER PROGRAMS IN MUSIC AND ART TO THE LITCHFIELD COUNTY CHORAL SOCIETY TO SUPPORT THEIR PROGRAM AS STATED IN THE CREATING DOCUMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
YALE UNIVERSITY SCHOOL OF MUSIC SUMMER PROGRAM AND PERFORMANCE AT THE NORFOLK CHAMBER MUSIC FESTIVAL
SUPPORT OF THE LITCHFIELD COUNTY CHORAL UNION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anne-Marie Soulliere Trustee | Trustee | 3 | $0 |
David Low Trustee | Trustee | 3 | $0 |
Yale University Trustee | 3 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Johnston Construction Construction | 9/29/18 | $198,551 |
Kronenberger & Sons Restoration Inc Construction | 9/29/18 | $214,021 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,153,304 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,153,304 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,156,443 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $405,050 |
| 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 of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $116,191 |
| Pension plan accruals and contributions | $2,400 |
| Other employee benefits | $0 |
| Payroll taxes | $12,156 |
| Fees for services: Management | $91,000 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $24,552 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $27,955 |
| Fees for services: Other | $140,016 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $157,153 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $204,313 |
| Insurance | $134,201 |
| All other expenses | $512 |
| Total functional expenses | $1,329,540 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,052,213 |
| 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 | $21,920 |
| Net Land, buildings, and equipment | $7,699,706 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $5,954,780 |
| Intangible assets | $0 |
| Other assets | $37,168,357 |
| Total assets | $51,896,976 |
| Accounts payable and accrued expenses | $14,260 |
| 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 | $14,260 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $26,891,263 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $24,991,453 |
| Total liabilities and net assets/fund balances | $51,896,976 |
Grants Awarded
Over the last fiscal year, Ellen Battell Stoeckel Residue Tr Uw has awarded $410,050 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
New Haven, CT PURPOSE: summer program/Norfolk Chamber Music Festival performance | $400,050 |
Torrington, CT PURPOSE: support per governing document | $10,000 |
Endowment Analysis
| Beg. Balance | $29,268,456 |
| Earnings | $9,298,613 |
| Other Expense | $1,398,712 |
| Ending Balance | $37,168,357 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Natural Heritage Trust Albany, NY | $68,314,961 | $23,861,363 |
Hollow Metal Trust Fund New York, NY | $38,290,021 | $12,661,866 |
Halvorsen Family Foundation Greenwich, CT | $235,306,066 | $4,015,208 |
Lynch Foundation Boston, MA | $176,006,196 | $42,142,694 |
Foundation Berma New York, NY | $320,553,699 | $33,382,644 |
Bam Endowment Trust Brooklyn, NY | $106,959,115 | $5,566,840 |
John R Oishei Consolidated Tr 01091998 Buffalo, NY | $21,967,662 | $5,743,689 |
Goldstein Family Foundation Spring Valley, NY | $15,534,248 | $10,502,547 |
Sol Goldman Charitable Trust New York, NY | $0 | $3,639,060 |
Schwartz Fam Foundation Tr New York, NY | $15,701,646 | $4,641,500 |
Lyford Cay Foundation Inc Greenwich, CT | $29,953,842 | $2,393,799 |
Wings For Things Foundation Inc Sandy Hook, CT | $31,046,537 | $6,302,092 |