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Trumbull Family Foundation Inc

  • West Simsbury, CT
  • Tax-exempt since Jan. 2012
  • EIN: 27-4381700

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$125k (2024)

Expenses
$459k (2024)

Total Assets
$1.24M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,054
Expenses
$458,821
Net Income
-$333,767
Net Assets
$1,243,654
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $170
0.1%
Interest Revenue $0
Dividends $43,905
35.1%
Sales of Assets $80,547
64.4%
Other Income $432
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $444,095
96.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,243,654
Total Liabilities $0
Net Assets $1,243,654
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
Francesca Ryan (Director) $0 $0
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Document Links

990-PF
Filed on May 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,657
Expenses
$442,265
Net Income
-$304,608
Net Assets
$1,576,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $214
0.2%
Interest Revenue $0
Dividends $45,427
33.0%
Sales of Assets $92,016
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $425,760
96.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,576,568
Total Liabilities $0
Net Assets $1,576,568
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
Francesca Ryan (Director) $0 $0
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Document Links

990-PF
Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$248,090
Expenses
$442,635
Net Income
-$194,545
Net Assets
$1,879,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,148
1.3%
Interest Revenue $0
Dividends $42,487
17.1%
Sales of Assets $202,455
81.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $415,990
94.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,879,969
Total Liabilities $0
Net Assets $1,879,969
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
Francesca Ryan (Director) $0 $0
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Document Links

990-PF
Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$832,898
Expenses
$422,322
Net Income
$410,576
Net Assets
$2,072,522
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $428,563
51.5%
Interest Revenue $0
Dividends $48,902
5.9%
Sales of Assets $355,348
42.7%
Other Income $85
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $401,860
95.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,072,522
Total Liabilities $0
Net Assets $2,072,522
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
Francesca Ryan (Director) $0 $0
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Document Links

990-PF
Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,070
Expenses
$400,357
Net Income
-$244,287
Net Assets
$1,847,059
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,670
3.0%
Interest Revenue $0
Dividends $45,333
29.0%
Sales of Assets $105,652
67.7%
Other Income $415
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $384,810
96.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,847,060
Total Liabilities $1
Net Assets $1,847,059
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
Francesca Ryan (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,682
Expenses
$399,918
Net Income
-$243,236
Net Assets
$2,088,373
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,974
2.5%
Interest Revenue $0
Dividends $56,862
36.3%
Sales of Assets $95,306
60.8%
Other Income $540
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $381,665
95.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,088,374
Total Liabilities $1
Net Assets $2,088,373
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
Francesca Ryan (Director) $0 $0
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Document Links

990-PF
Filed on June 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$80,580
Expenses
$422,590
Net Income
-$342,010
Net Assets
$2,323,805
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,000
3.7%
Interest Revenue $0
Dividends $63,912
79.3%
Sales of Assets $12,684
15.7%
Other Income $984
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $396,375
93.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,323,805
Total Liabilities $0
Net Assets $2,323,805
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,195,511
Expenses
$284,890
Net Income
$910,621
Net Assets
$2,665,815
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $853,934
71.4%
Interest Revenue $0
Dividends $45,250
3.8%
Sales of Assets $296,327
24.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $266,650
93.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,665,815
Total Liabilities $0
Net Assets $2,665,815
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,559
Expenses
$432,061
Net Income
-$362,502
Net Assets
$1,755,194
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,160
4.5%
Interest Revenue $0
Dividends $40,477
58.2%
Sales of Assets -$8,807
Other Income $34,729
49.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $422,888
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,755,194
Total Liabilities $0
Net Assets $1,755,194
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on June 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$371,548
Expenses
$223,984
Net Income
$147,564
Net Assets
$2,117,696
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $191,505
51.5%
Interest Revenue $0
Dividends $46,914
12.6%
Sales of Assets $130,427
35.1%
Other Income $2,702
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,605
94.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,117,696
Total Liabilities $0
Net Assets $2,117,696
Compensation
Key Employees and Officers Compensation Other
George R Trumbull Iii (President) $0 $0
Alison Yobage (Director) $0 $0
Melissa Trumbull Mitchell (Secretary) $0 $0
George R Trumbull Iv (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,179
Expenses
$129,262
Net Income
$57,917
Net Assets
$1,969,840
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,189
2.2%
Interest Revenue $0
Dividends $45,689
24.4%
Sales of Assets $134,531
71.9%
Other Income $2,770
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,687
92.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,969,840
Total Liabilities $0
Net Assets $1,969,840

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,587
Expenses
$115,164
Net Income
-$20,577
Net Assets
$1,910,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,954
3.1%
Interest Revenue $0
Dividends $55,204
58.4%
Sales of Assets $36,429
38.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,878
93.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,910,554
Total Liabilities $0
Net Assets $1,910,554

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,714
Expenses
$117,335
Net Income
-$47,621
Net Assets
$1,928,631
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,451
12.1%
Interest Revenue $0
Dividends $60,405
86.6%
Sales of Assets $858
1.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $108,071
92.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,928,631
Total Liabilities $0
Net Assets $1,928,631

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,038,043
Expenses
$61,202
Net Income
$976,841
Net Assets
$1,976,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,003,123
96.6%
Interest Revenue $144
0.0%
Dividends $36,427
3.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,198
91.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,976,852
Total Liabilities $0
Net Assets $1,976,852

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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