AUMdb

Henry E & Nancy H Bartels Trust Fbo

EIN 222958217 · 501(c)(3) · Public charity · Hamden, CT · recognized 1989

Assets
$3.8M
Revenue
$52.8K
Expenses
$187K
Investment income
$52.8K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
John B Loehmann Trustee $0 $0
Steven H Kaplan Trustee $0 $0
Kenneth G Bartels Trustee $0 $0
Philip H Bartels Trustee $0 $0
Brian Otis Trustee $0 $0