JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-04-05
IRS object ID: 202240959349101209
Schema version: 2021v4.2
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
Schedule B
Depreciation Schedule
Liquidation Explanation Stmt
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-05T14:05:19-05:00	ReturnTs
Tax Period End	2021-12-31	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	ONE HOLLOW LN STE 212	AddressLine1Txt
City	LAKE SUCCESS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	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	2022-03-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	james	PersonFirstNm
Person Last	bartlett	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,038,309	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	$2,305,425	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,403	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,403	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$559	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,304,866	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,016,076	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,307,269	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,018,479	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$28,100	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$15,246	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$175	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$15,071	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$43,346	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$175	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$15,071	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,190,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,190,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,233,346	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$175	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,205,071	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$73,923	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,018,304	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$4,964,386	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,038,309	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,038,309	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$4,964,386	TotalAssetsBOYAmt
Total Assets EOY	$5,038,309	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,038,309	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$4,964,386	RetainedEarningBOYAmt
Retained Earning EOY	$5,038,309	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,964,386	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,038,309	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,964,386	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,038,309	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,964,386	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$73,923	ExcessRevenueOverExpensesAmt
Subtotal	$5,038,309	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,038,309	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$2,304,866	GrossSalesPriceAmt
Cost Or Other Basis	$288,790	CostOrOtherBasisAmt
Gain Or Loss	$2,016,076	GainOrLossAmt
Gains Minus Excess Or Losses	$2,016,076	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,016,076	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$28,054	InvestmentIncomeExciseTaxAmt
Subtotal	$28,054	SubtotalAmt
Tax Based On Investment Income	$28,054	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$28,128	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$28,128	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$74	OverpaymentAmt
Applied To ES Tax	$74	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	Yes (true)	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	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	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	false	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	1.0	$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	$5,966,299	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,966,299	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,966,299	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$89,494	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,876,805	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$293,840	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$293,840	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$28,054	TaxBasedOnInvestmentIncomeAmt
Total Tax	$28,054	TotalTaxAmt
Distributable Before Adj	$265,786	DistributableBeforeAdjAmt
Distributable Before Ded	$265,786	DistributableBeforeDedAmt
Distributable As Adjusted	$265,786	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,205,071	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	$2,205,071	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$265,786	DistributableAsAdjustedAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Excess Distribution Cyov Yr5	$536,348	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$552,396	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$813,555	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$742,064	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,692,216	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,336,579	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,205,071	QualifyingDistributionsAmt
Applied To Current Year	$265,786	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,939,285	RemainingDistriFromCorpusAmt
Total Corpus	$6,275,864	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$536,348	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,739,516	ExcessDistriCyovToNextYrAmt
Excess From Year4	$552,396	ExcessFromYear4Amt
Excess From Year3	$813,555	ExcessFromYear3Amt
Excess From Year2	$742,064	ExcessFromYear2Amt
Excess From Year1	$1,692,216	ExcessFromYear1Amt
Excess From Current Year	$1,939,285	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 (51 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A Michael
BOSTON COLLEGE	LYONS HALL	CHESTNUT HILL	MA	02467	None	I	Junior Year Scholarship Grant	$13,000
E Huffman
BRANDEIS UNIVERSITY	60 TURNER ST	WALTHAM	MA	02453	None	I	Senior Year Scholarship Grant	$13,000
E Perkins
BROWN UNIVERSITY OF PROVIDENCE	CAMPUS BOX 1911 164 ANGELL ST	PROVIDENCE	RI	02912	None	I	Junior Year Scholarship Grant	$13,000
C Heiman
Columbia University	1050 Poplar Ave	Boulder	CO	80304	none	I	The J. Perry Bartlett Scholarship Grant	$5,000
C Heiman
Columbia University	100 Hamilton Hall MC 2802	New York	NY	10027	None	I	The J. Perry Bartlett Scholarship Grant	$13,000
M Szydlowski
CALIFORNIA POLYTECHNIC STATE UNIVER	ONE GRAND AVE BLDG 117 NO 208	SAN LUIS OBISPO	CA	93407	none	I	Sophomore Year Scholarship Grant	$13,000
N Mollerstuen
CASE WESTERN RESERVE UNIVERSITY	10900 EUCLID AVE	CLEVELAND	OH	44106	none	I	The J. Perry Bartlett Scholarship Grand	$13,000
E Salcido
COLORADO COLLEGE	14 E CACHE LA POUDRE ST	COLORADO SPRINGS	CO	80903	none	I	Sophomore Year Scholarship Grant	$13,000
E Taylor
COLORADO SCHOOL OF MINES	1500 ILLINOIS ST	GOLDEN	CO	80401	none	I	Junior Year Scholarship Grant	$13,000
I Roszell
COLORADO SCHOOL OF MINES	1500 ILLINOIS ST	GOLDEN	CO	80401	none	I	Sophomore Year Scholarship Grant	$13,000
R DeFilippi
COLORADO STATE UNIVERSITY	6003 CAMPUS DELIVERY	FORT COLLINS	CO	80523	none	I	Senior year Scholarship Grant	$13,000
G Shupe
DAKOTA STATE UNIVERSITY FOUNDATION	820 N WASHINGTON AVE	MADISON	SD	57042	none	I	Junior Year Scholarship Grant	$13,000
DOMESTIC VIOLENCE CRISIS CENTER
1111 SUMMER ST STE 203		STAMFORD	CT	06905	N/A	PC	General & Unrestricted	$100,000
E Bell
Massachusetts Institute of Technolo	600 Memorial Drive	Cambridge	MA	02139	none	I	The J. Perry Bartlett Scholarship grant	$13,000
EDUCATION FUND OF THE WOMENS FORUM INC
59 EAST 54TH ST STE 81		NEW YORK	NY	10022	N/A	SO I	Womens Forum Scholar Fund	$15,000
FOODSHARE INC
450 WOODLAND AVE		BLOOMFIELD	CT	06002	N/A	PC	General & Unrestricted	$5,000
GETABOUT INC
PO BOX 224		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$70,000
GROOVE WITH ME INC
186 EAST 123RD ST 2ND FLOOR		NEW YORK	NY	10035	N/A	PC	General & Unrestricted	$40,000
LEGAL MOMENTUM
32 BROADWAY STE 1801		NEW YORK	NY	10004	N/A	PC	General & Unrestricted	$20,000
LIFE SKILLS INTERNSHIPS
15882 JOSEPHINE CIR WEST		THORNTON	CO	80602	N/A	PC	General & Unrestricted	$1,000,000
MEALS-ON-WHEELS OF NEW CANAAN INC
PO BOX 231		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$25,000
NEW CANAAN BEAUTIFICATION LEAGUE INC
PO BOX 4		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$5,000
NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC
91 ELM ST		NEW CANAAN	CT	06840	N/A	PC	New Canaan Holiday Lights Campaign	$5,000
NEW CANAAN COMMUNITY FOUNDATION INC
111 CHERRY ST		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$50,000
NEW CANAAN COMMUNITY FOUNDATION INC
111 CHERRY ST		NEW CANAAN	CT	06840	N/A	PC	General support fund and COVID-19 Response Fund	$150,000
NEW CANAAN HISTORICAL SOCIETY
13 OENOKE RDG		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$10,000
NEW CANAAN LAND CONSERVATION TRUST INC
58 PINE ST		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$10,000
NEW COVENANT CENTER
174 RICHMOND HILL AVE		STAMFORD	CT	06902	N/A	PC	General & Unrestricted	$5,000
NEW YORK UNIVERSITY
7 EAST 12TH ST 7TH FLOOR		New York	NY	10003	N/A	PC	10 Thompson-Bartlett Fellows Summer 2021 Fund	$60,000
T Irving
NORTHEASTERN UNIVERSITY	360 HUNTINGTON AVE 250 CP	BOSTON	MA	02115	none	I	The J. Perry Bartlett Scholarship Grant	$13,000
PERSON TO PERSON INC
1864 POST RD		DARIEN	CT	06820	N/A	PC	General & Unrestricted	$10,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC
345 WHITNEY AVE		NEW HAVEN	CT	06511	N/A	PC	Stamford center and Bridgeport Center	$25,000
L Gonzalez
PRESIDENT-BOARD OF TRUSTEES SANTA C	500 EL CAMINO REAL	SANTA CLARA	CA	95053	none	I	The J. Perry Bartlett Scholarship Grant	$13,000
H Scribner
REGENTS OF THE UNIVERSITY OF COLORA	OFC OF FINANCIAL AID 77 UCB	BOULDER	CO	80309	none	I	Junior Year Scholarship Grant	$13,000
C Oroke
REGENTS OF THE UNIVERSITY OF COLORA	OFC OF FINANCIAL AID 77 UCB	BOULDER	CO	80309	none	I	The J. Perry Bartlett Scholarship Grant	$13,000
L Christenson
REGENTS OF THE UNIVERSITY OF COLORA	OFC OF FINANCIAL AID 77 UCB	BOULDER	CO	80309	none	I	The J. Perry Bartlett Scholarship Grant	$13,000
R Oroke
REGENTS OF THE UNIVERSITY OF COLORA	OFC OF FINANCIAL AID 77 UCB	BOULDER	CO	80309	none	I	Junior Year Scholarship Grant	$13,000
SPENCE SCHOOL
22 E 91ST ST		NEW YORK	NY	10128	N/A	PC	General & Unrestricted	$4,000
STAYING PUT IN NEW CANAAN INC
PO BOX 484		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$35,000
SUMMER THEATRE OF NEW CANAAN INC
70 PINE ST		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$20,000
TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CTR		PRINCETON	NJ	08540	N/A	PC	Dede T. Bartlett Fund	$24,000
M Borden
UNIVERSITY OF CHICAGO	5801 S ELLIS AVE	CHICAGO	IL	60637	none	I	Sophomore Year Scholarship Grant	$13,000
S Wiltshire
UNIVERSITY OF DENVER	2199 S UNIVERSITY BLVD	DENVER	CO	80208	none	I	Senior Year Scholarship Grant	$13,000
L Perkins
UNIVERSITY OF MICHIgan	OFC OF FINANCIAL AID 2500 STUDEN	ANN ARBOR	MI	48109	none	I	The J. Perry Bartlett Scholarship Grant	$13,000
L Zichi
UNIVERSITY OF MICHIGAN	OFC OF FINANCIAL AID 2500 STUDEN	ANN ARBOR	MI	48109	none	I	Junior Year Scholarship Grant	$13,000
UNIVERSITY OF NOTRE DAME DU LAC - FINANCIAL AID OF
115 MAIN BLDG		NOTRE DAME	IN	46556	N/A	PC	Scholarship Fund	$13,000
VASSAR COLLEGE
124 RAYMOND AVE BOX 725		POUGHKEEPSIE	NY	12604	N/A	PC	Twenty (20) 2021 Thompson-Bartlett Fellowships	$100,000
E Bagley
VILLANOVA UNIVERSITY-SCHOLARSHIP	800 LANCASTER AVE	VILLANOVA	PA	19085	none	I	Sophomore Year Scholarship Grant	$13,000
VOICES OF SEPTEMBER 11 INC
80 MAIN ST SUITE 5		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$25,000
WAVENY CARE CENTER INC
3 FARM RD		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$50,000
WAVENY PARK CONSERVANCY INC
PO BOX 944		NEW CANAAN	CT	06840	N/A	PC	General & Unrestricted	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,190,000	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	$2,403	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

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$559	ExclusionAmt

Field	Value	IRS element (for citing)
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	$1,844	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,844	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Bartlett James W	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	643 Oenoke Ridge Road	AddressLine1Txt
City	New Canaan	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06840	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,305,425	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	3-D SYSTEMS CORP. DEL DDD, 50000 sh.	$1,302,000	2021-01-12
1	3-D SYSTEMS CORP. DEL DDD, 30000 sh.	$728,700	2021-01-13
1	3-D SYSTEMS CORP. DEL DDD, 7500 sh.	$274,725	2021-01-25

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,190,000. This amount represents 25% or more of the Foundation's net assets of $4,964,386 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.	ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$15,000	$15,000
Bank Charges	$175		$175
Postage/Delivery Service	$46	$46
State or Local Filing Fees	$25	$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2021	CategoryTxt
Amt	$28,100	Amt

JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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