JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202432849349100118
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T10:00:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462331849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim and Dede Bartlett Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JIMA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | james bartlett | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,002,448 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $109,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109,449 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,449 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,434 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $927,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $927,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $943,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $942,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$834,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,825,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,002,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,002,448 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $3,825,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,002,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,002,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,825,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,002,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,825,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,002,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,825,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,002,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,825,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$834,373 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,833 | OtherIncreasesAmt |
| Subtotal | $3,002,448 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,002,448 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,519 | SubtotalAmt |
| Tax Based On Investment Income | $1,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $81 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Dede Bartlett | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| James W Bartlett | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas, Co- Pres | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,367,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,367,436 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,367,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,316,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,519 | TotalTaxAmt |
| Distributable Before Adj | $164,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,833 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $175,160 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,160 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $942,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $942,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,160 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $813,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $742,064 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,692,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,939,285 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,003,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,190,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $942,213 | QualifyingDistributionsAmt |
| Applied To Current Year | $175,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $767,053 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,957,323 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $813,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,143,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $742,064 | ExcessFromYear4Amt |
| Excess From Year3 | $1,692,216 | ExcessFromYear3Amt |
| Excess From Year2 | $1,939,285 | ExcessFromYear2Amt |
| Excess From Year1 | $1,003,150 | ExcessFromYear1Amt |
| Excess From Current Year | $767,053 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dede Bartlett | ContributingManagerNm |
| Contributing Manager | James W Bartlett | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| N Kanefield | ||||||||
| Brown University | GIFT CASHIER BOX 1877 | PROVIDENCE | RI | 02912 | N/A | I | Scholarship Grant | $13,000 |
| L Perkins | ||||||||
| BUDAPEST SEMESTERS IN MATHEMATICS | 1520 ST OLAF AVE | NORTHFIELD | MN | 55057 | N/A | I | Scholarship Grant | $6,500 |
| M Ladyga | ||||||||
| CALIFORNIA POLYTECHNIC STATE UNIVER | ONE GRAND AVE BLDG 117 208 | SAN LUIS OBISPO | CA | 93407 | N/A | I | Scholarship Grant | $13,000 |
| M Szydlowski | ||||||||
| CALIFORNIA POLYTECHNIC STATE UNIVER | ONE GRAND AVE BLDG 117 208 | SAN LUIS OBISPO | CA | 93407 | N/A | I | Scholarship Grant | $13,000 |
| N Mollerstuen | ||||||||
| CASE WESTERN RESERVE UNIVERSITY | 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | N. Mollerstuen | $13,000 |
| A Bar-Evan | ||||||||
| CASE WESTERN RESERVE UNIVERSITY | 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | I | Scholarship Grant | $13,000 |
| E Salcido | ||||||||
| COLORADO COLLEGE | 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | I | Scholarship Grant | $13,000 |
| I Roszell | ||||||||
| COLORADO SCHOOL OF MINES | 1500 ILLINOIS ST | GOLDEN | CO | 80401 | N/A | I | Scholarship Grant | $13,000 |
| B Irving | ||||||||
| COLORADO SCHOOL OF MINES | 1500 ILLINOIS ST | GOLDEN | CO | 80401 | N/A | I | Scholarship Grant | $13,000 |
| DOMESTIC VIOLENCE CRISIS CENTER | ||||||||
| 1111 SUMMER ST STE 203 | STAMFORD | CT | 06905 | N/A | PC | General & Unrestricted | $70,000 | |
| E Bell | ||||||||
| 2690 Winding Trail Dr | Boulder | CO | 80304 | N/A | I | Scholarship Grant | $13,000 | |
| GETABOUT INC | ||||||||
| PO BOX 224 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $40,000 | |
| L Christenson | ||||||||
| 1851 Tansy Pl | Boulder | CO | 80304 | N/A | I | Scholarship Grant | $13,000 | |
| MEALS-ON-WHEELS OF NEW CANAAN INC | ||||||||
| PO BOX 231 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $30,000 | |
| NATIONAL DOMESTIC VIOLENCE HOTLINE | ||||||||
| PO BOX 90249 | AUSTIN | TX | 78709 | N/A | PC | General & Unrestricted | $50,000 | |
| NEW CANAAN BEAUTIFICATION LEAGUE INC | ||||||||
| P O BOX 4 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 | |
| NEW CANAAN COMMUNITY FOUNDATION INC | ||||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $200,000 | |
| NEW CANAAN LAND CONSERVATION TRUST INC | ||||||||
| 58 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 7 EAST 12TH ST 7TH FLOOR | New York | NY | 10003 | N/A | PC | Summer Research Fellowships at NYU | $60,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | ||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $30,000 | |
| K Meymaris | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| C Croke | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| Q Davie | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| T Irving | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| T Daniels | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| L Marshall | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| M Oza | ||||||||
| REGENTS OF THE UNIVERSITY OF COLORA | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | N/A | I | Scholarship Grant | $13,000 |
| T Hayes Edmunds | ||||||||
| ROANOKE COLLEGE | 221 COLLEGE LN | SALEM | VA | 24153 | N/A | I | Scholarship Grant | $13,000 |
| L Gonzalez | ||||||||
| SANTA CLARA UNIVERSITY | 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | I | Scholarship Grant | $13,000 |
| STAYING PUT IN NEW CANAAN INC | ||||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $40,000 | |
| SUMMER THEATRE OF NEW CANAAN INC | ||||||||
| 70 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $30,000 | |
| S Laugen | ||||||||
| TRUSTEES OF GRINNELL COLLEGE | 733 BROAD ST | GRINNELL | IA | 50112 | N/A | I | Scholarship Grant | $13,000 |
| D Bartlett | ||||||||
| TRUSTEES OF PRINCETON UNIVERSITY | 701 CARNEGIE CENTER STE 445 | PRINCETON | NJ | 08540 | N/A | I | Scholarship Grant | $10,000 |
| M Borden | ||||||||
| UNIVERSITY OF CHICAGO | 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | I | Scholarship Grant | $13,000 |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | James Bartlett Fellowship Program | $40,000 | |
| L Perkins | ||||||||
| UNIVERSITY OF MICHIGAN | 2500 STUDENT ACTIVITIES | ANN ARBOR | MI | 48109 | N/A | I | Scholarship Grant | $6,500 |
| S Dallas | ||||||||
| UNIVERSITY OF UTAH | 332 S 1400 EAST STE 150 | SALT LAKE CITY | UT | 84112 | N/A | I | Scholarship Grant | $13,000 |
| E Bagley | ||||||||
| VILLANOVA UNIVERSITY | 800 LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | I | Scholarship Grant | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $927,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $109,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,449 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,188 | $15,188 | |
| Bank Charges | $175 | $175 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $10,833 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $1,400 |
| 990-PF Excise Tax for 2022 | $34 |
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