2022-04-05T14:05:19-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 462331849 Jim and Dede Bartlett Foundation % Foundation Source JIMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 james bartlett co-president 8008391754 2022-03-24 true james bartlett 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 5038309 X 2305425 2403 2403 -559 2304866 2016076 2307269 2018479 0 28100 15246 175 15071 43346 175 15071 2190000 2190000 2233346 175 2205071 73923 2018304 4964386 5038309 5038309 4964386 5038309 5038309 0 0 X 4964386 5038309 4964386 5038309 4964386 5038309 4964386 73923 5038309 5038309 Publicly-traded Securities 2304866 288790 2016076 2016076 2016076 28054 28054 28054 28128 0 28128 X 0 74 74 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false true false false false false false false false 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 0 5966299 0 5966299 0 5966299 89494 5876805 293840 293840 28054 28054 265786 265786 265786 2205071 0 0 0 0 2205071 265786 2019 2018 2017 536348 552396 813555 742064 1692216 4336579 2205071 265786 1939285 6275864 0 536348 5739516 552396 813555 742064 1692216 1939285 Dede Bartlett James W Bartlett X A Michael BOSTON COLLEGE LYONS HALL CHESTNUT HILL MA 02467 None I Junior Year Scholarship Grant 13000 E Huffman BRANDEIS UNIVERSITY 60 TURNER ST WALTHAM MA 02453 None I Senior Year Scholarship Grant 13000 E Perkins BROWN UNIVERSITY OF PROVIDENCE CAMPUS BOX 1911 164 ANGELL ST PROVIDENCE RI 02912 None I Junior Year Scholarship Grant 13000 C Heiman Columbia University 1050 Poplar Ave Boulder CO 80304 none I The J. Perry Bartlett Scholarship Grant 5000 C Heiman Columbia University 100 Hamilton Hall MC 2802 New York NY 10027 None I The J. Perry Bartlett Scholarship Grant 13000 M Szydlowski CALIFORNIA POLYTECHNIC STATE UNIVER ONE GRAND AVE BLDG 117 NO 208 SAN LUIS OBISPO CA 93407 none I Sophomore Year Scholarship Grant 13000 N Mollerstuen CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 none I The J. Perry Bartlett Scholarship Grand 13000 E Salcido COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 none I Sophomore Year Scholarship Grant 13000 E Taylor COLORADO SCHOOL OF MINES 1500 ILLINOIS ST GOLDEN CO 80401 none I Junior Year Scholarship Grant 13000 I Roszell COLORADO SCHOOL OF MINES 1500 ILLINOIS ST GOLDEN CO 80401 none I Sophomore Year Scholarship Grant 13000 R DeFilippi COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY FORT COLLINS CO 80523 none I Senior year Scholarship Grant 13000 G Shupe DAKOTA STATE UNIVERSITY FOUNDATION 820 N WASHINGTON AVE MADISON SD 57042 none I Junior Year Scholarship Grant 13000 DOMESTIC VIOLENCE CRISIS CENTER 1111 SUMMER ST STE 203 STAMFORD CT 06905 N/A PC General & Unrestricted 100000 E Bell Massachusetts Institute of Technolo 600 Memorial Drive Cambridge MA 02139 none I The J. Perry Bartlett Scholarship grant 13000 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 15000 FOODSHARE INC 450 WOODLAND AVE BLOOMFIELD CT 06002 N/A PC General & Unrestricted 5000 GETABOUT INC PO BOX 224 NEW CANAAN CT 06840 N/A PC General & Unrestricted 70000 GROOVE WITH ME INC 186 EAST 123RD ST 2ND FLOOR NEW YORK NY 10035 N/A PC General & Unrestricted 40000 LEGAL MOMENTUM 32 BROADWAY STE 1801 NEW YORK NY 10004 N/A PC General & Unrestricted 20000 LIFE SKILLS INTERNSHIPS 15882 JOSEPHINE CIR WEST THORNTON CO 80602 N/A PC General & Unrestricted 1000000 MEALS-ON-WHEELS OF NEW CANAAN INC PO BOX 231 NEW CANAAN CT 06840 N/A PC General & Unrestricted 25000 NEW CANAAN BEAUTIFICATION LEAGUE INC PO BOX 4 NEW CANAAN CT 06840 N/A PC General & Unrestricted 5000 NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC 91 ELM ST NEW CANAAN CT 06840 N/A PC New Canaan Holiday Lights Campaign 5000 NEW CANAAN COMMUNITY FOUNDATION INC 111 CHERRY ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 50000 NEW CANAAN COMMUNITY FOUNDATION INC 111 CHERRY ST NEW CANAAN CT 06840 N/A PC General support fund and COVID-19 Response Fund 150000 NEW CANAAN HISTORICAL SOCIETY 13 OENOKE RDG NEW CANAAN CT 06840 N/A PC General & Unrestricted 10000 NEW CANAAN LAND CONSERVATION TRUST INC 58 PINE ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 10000 NEW COVENANT CENTER 174 RICHMOND HILL AVE STAMFORD CT 06902 N/A PC General & Unrestricted 5000 NEW YORK UNIVERSITY 7 EAST 12TH ST 7TH FLOOR New York NY 10003 N/A PC 10 Thompson-Bartlett Fellows Summer 2021 Fund 60000 T Irving NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE 250 CP BOSTON MA 02115 none I The J. Perry Bartlett Scholarship Grant 13000 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC General & Unrestricted 10000 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC 345 WHITNEY AVE NEW HAVEN CT 06511 N/A PC Stamford center and Bridgeport Center 25000 L Gonzalez PRESIDENT-BOARD OF TRUSTEES SANTA C 500 EL CAMINO REAL SANTA CLARA CA 95053 none I The J. Perry Bartlett Scholarship Grant 13000 H Scribner REGENTS OF THE UNIVERSITY OF COLORA OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I Junior Year Scholarship Grant 13000 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 13000 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 13000 R Oroke REGENTS OF THE UNIVERSITY OF COLORA OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I Junior Year Scholarship Grant 13000 SPENCE SCHOOL 22 E 91ST ST NEW YORK NY 10128 N/A PC General & Unrestricted 4000 STAYING PUT IN NEW CANAAN INC PO BOX 484 NEW CANAAN CT 06840 N/A PC General & Unrestricted 35000 SUMMER THEATRE OF NEW CANAAN INC 70 PINE ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 20000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CTR PRINCETON NJ 08540 N/A PC Dede T. Bartlett Fund 24000 M Borden UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 none I Sophomore Year Scholarship Grant 13000 S Wiltshire UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 none I Senior Year Scholarship Grant 13000 L Perkins UNIVERSITY OF MICHIgan OFC OF FINANCIAL AID 2500 STUDEN ANN ARBOR MI 48109 none I The J. Perry Bartlett Scholarship Grant 13000 L Zichi UNIVERSITY OF MICHIGAN OFC OF FINANCIAL AID 2500 STUDEN ANN ARBOR MI 48109 none I Junior Year Scholarship Grant 13000 UNIVERSITY OF NOTRE DAME DU LAC - FINANCIAL AID OF 115 MAIN BLDG NOTRE DAME IN 46556 N/A PC Scholarship Fund 13000 VASSAR COLLEGE 124 RAYMOND AVE BOX 725 POUGHKEEPSIE NY 12604 N/A PC Twenty (20) 2021 Thompson-Bartlett Fellowships 100000 E Bagley VILLANOVA UNIVERSITY-SCHOLARSHIP 800 LANCASTER AVE VILLANOVA PA 19085 none I Sophomore Year Scholarship Grant 13000 VOICES OF SEPTEMBER 11 INC 80 MAIN ST SUITE 5 NEW CANAAN CT 06840 N/A PC General & Unrestricted 25000 WAVENY CARE CENTER INC 3 FARM RD NEW CANAAN CT 06840 N/A PC General & Unrestricted 50000 WAVENY PARK CONSERVANCY INC PO BOX 944 NEW CANAAN CT 06840 N/A PC General & Unrestricted 10000 2190000 14 2403 18 -559 1844 1844 false false false false false false false false false false X X 1 Bartlett James W 643 Oenoke Ridge Road New Canaan CT 06840 2305425 X 1 3-D SYSTEMS CORP. DEL DDD, 50000 sh. 1302000 2021-01-12 1 3-D SYSTEMS CORP. DEL DDD, 30000 sh. 728700 2021-01-13 1 3-D SYSTEMS CORP. DEL DDD, 7500 sh. 274725 2021-01-25 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. Administrative Fees 15000 15000 Bank Charges 175 175 Postage/Delivery Service 46 46 State or Local Filing Fees 25 25 990-PF Estimated Tax for 2021 28100