Nonprofit · EIN 26-1369039
SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE
Tax-exempt · HAMDEN, CT 06518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $211,087 | $116,180 | $94,907 | $2,893,619 | $1,237,793 | $1,655,826 |
| December 31, 2024 | 990 | $225,541 | $106,313 | $119,228 | $2,644,792 | $1,278,503 | $1,366,289 |
| December 31, 2023 | 990 | $150,726 | $98,649 | $52,077 | $2,682,054 | $1,388,080 | $1,293,974 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $211,087
- Net gain from sales of assets
- $185,097
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $60,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,550
- Program services (functional)
- $60,000
- Management and general (functional)
- $56,180
Balance sheet and other
- Total assets, start of year
- $2,644,792
- Total assets, end of year
- $2,893,619
- Total liabilities, end of year
- $1,237,793
- Net assets, end of year
- $1,655,826
- Publicly traded securities
- $2,305,569
- Gross unrelated business income
- $80,142
- Gross receipts
- $1,349,268
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B LOEHMANN | TRUSTEE Trustee or director | 0.3 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| MELISSA S FLETCHER | TRUSTEE Trustee or director | 0.1 | $0 |
| MARISA L JAFFE | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B LOEHMANN | TRUSTEE Trustee or director | 0.3 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| DEBRA D DEVAUGHN | TRUSTEE Trustee or director | 0.1 | $0 |
| MELISSA S FLETCHER | TRUSTEE Trustee or director | 0.1 | $0 |
| MARISA L JAFFE | TRUSTEE Trustee or director | 0.1 | $0 |
| MARY RICHARDSON | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B LOEHMANN | TRUSTEE Trustee or director | 0.3 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 0.1 | $0 |
| DEBRA D DEVAUGHN | TRUSTEE Trustee or director | 0.1 | $0 |
| MELISSA S FLETCHER | TRUSTEE Trustee or director | 0.1 | $0 |
| MARISA L JAFFE | TRUSTEE Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 187169, HAMDEN, CT 06518-7020
- In care of
- % JOHN B LOEHMANN
- Principal officer (990 for 2025)
- PAMELA J MATOCHA, 2319 WHITNEY AVE, HAMDEN, CT 06518
- Signed the 990
- PAMELA J MATOCHA, TRUSTEE
- Phone
- (203) 281-4933
- Return prepared by
- THE INNOVATIVE CPA GROUP LLC
Mission
THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDING TO WELLESLEY COLLEGE FOR SCHOLARSHIPS AND OTHER EDUCATIONAL-RELATED PROGRAMS BENEFITTING WELLESLEY STUDENTS.
Program accomplishments
- GRANT TO WELLESLEY COLLEGE TO SUPPORT THE PLURALISM INITIATIVE.Expenses $60,000 · grants $60,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1369039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,893,619
- Income (IRS master file)
- $1,349,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $211,087 | $116,180 | $2,893,619 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $225,541 | $106,313 | $2,644,792 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $150,726 | $98,649 | $2,682,054 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $185,258 | $118,164 | $2,700,452 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1369039).
Questions about SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE
- What is the EIN of SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE?
- The employer identification number (EIN) of SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE is 26-1369039.
- Is SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE?
- The 990 for the year ended December 31, 2025 names PAMELA J MATOCHA.
- Who are the officers and directors of SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $211,087, expenses of $116,180 and total assets of $2,893,619 at year end.
Other nonprofits in HAMDEN
- QUINNIPIAC UNIVERSITY EIN 06-0646701 · last filed 990 for 2025
- INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND 478 EIN 06-0662089 · last filed 990 for 2024
- WHITNEY CENTER INC EIN 06-0924891 · last filed 990 for 2025
- HAMDEN HALL SCHOOL INC EIN 06-0662137 · last filed 990 for 2025
- CHILDRENS CENTER OF HAMDEN INC EIN 06-1580427 · last filed 990 for 2025
- SPECIAL OLYMPICS CONNECTICUT INC EIN 23-7099756 · last filed 990 for 2025
- INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION 478 EIN 06-0401158 · last filed 990 for 2025
- CLIFFORD BEERS HEALTH INC EIN 85-3627666 · last filed 990 for 2025