Henry E and Nancy Horton Bartels Trust for the Benefit of Public

Analysis

Henry E and Nancy Horton Bartels Trust for the Benefit of Public is a registered charity in United States, based in Hamden, CT. It received its IRS tax-exemption ruling in October 1994, 32 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Henry E and Nancy Horton Bartels Trust for the Benefit of Public reported income of $53k and spending of $94k, spending 176% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $30k to $53k (+75%), an average of +15% a year. The sharpest change came in the year to December 2020, when income rose by 810%. Over the whole period it spent 104% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Henry E and Nancy Horton Bartels Trust for the Benefit of Public sits at the 20th percentile: it is larger than about 20% of them. Against every charity in United States with reported income it ranks in the 21st percentile, and in the 19th percentile within CT. Charities of a similar size with the same main cause include Little League Baseball Inc ($53k), PTA Georgia Congress ($53k) and Lutheran Deaconess Motherhouse at Milwaukee ($53k).

At year end it held assets of $2.2m against liabilities of $1.1m, net assets of $1.0m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.