JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202101119349100010
- Schema version
- 2020v4.1
- 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
- Schedule B
- Depreciation Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T10:39:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 w bartlett | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | james w | 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 | 2020 | 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 | $4,964,386 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,117 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,117 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,007,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,941,248 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,941,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,956,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,956,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$948,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,600 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,413,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,964,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,964,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $500,000 | CorporateBondsBOYAmt |
| Total Assets BOY | $5,913,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,964,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,964,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,913,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,964,386 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,913,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,964,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,913,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,964,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,913,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$948,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,964,386 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,964,386 | 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 | $500,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $500,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106 | SubtotalAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $134 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $134 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28 | OverpaymentAmt |
| Applied To ES Tax | $28 | 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 | $83,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,280,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,363,717 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,363,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,283,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106 | TotalTaxAmt |
| Distributable Before Adj | $264,057 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $264,057 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $264,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,956,273 | 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 | $1,956,273 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,956,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,057 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $469,509 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $536,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $552,396 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $813,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $742,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,113,872 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,956,273 | QualifyingDistributionsAmt |
| Applied To Current Year | $264,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,692,216 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,806,088 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $469,509 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,336,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $536,348 | ExcessFromYear4Amt |
| Excess From Year3 | $552,396 | ExcessFromYear3Amt |
| Excess From Year2 | $813,555 | ExcessFromYear2Amt |
| Excess From Year1 | $742,064 | ExcessFromYear1Amt |
| Excess From Current Year | $1,692,216 | 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 (59 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 | The J. Perry Bartlett Scholarship grant | $10,000 |
| E Huffman | ||||||||
| BRANDEIS UNIVERSITY | 60 TURNER ST | WALTHAM | MA | 02453 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| B Alexander | ||||||||
| BRIGHAM YOUNG UNIVERSITY | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | none | I | The J. Perry Bartlett Scholarship grant | $5,000 |
| E Perkins | ||||||||
| BROWN UNIVERSITY OF PROVIDENCE | CAMPUS BOX 1911 164 ANGELL ST | PROVIDENCE | RI | 02912 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| C Heiman | ||||||||
| COLUMBIA UNIVERSITY | 100 HAMILTON 1130 AMSTERDAM AVE | New York | NY | 10027 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| M Szydlowski | ||||||||
| CA POLYTECHNIC STATE UNIVERSITY | ONE GRAND AVE BLDG 117 NO 208 | SAN LUIS OBISPO | CA | 93407 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 | |
| E Salcido | ||||||||
| COLORADO COLLEGE | 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| E Taylor | ||||||||
| COLORADO SCHOOL OF MINES | 1500 ILLINOIS ST | GOLDEN | CO | 80401 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| I Roszell | ||||||||
| COLORADO SCHOOL OF MINES | 1500 ILLINOIS ST | GOLDEN | CO | 80401 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| R DeFilippi | ||||||||
| COLORADO STATE UNIVERSITY | 6003 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| G Shupe | ||||||||
| DAKOTA STATE UNIVERSITY FOUNDATION | 820 N WASHINGTON AVE | MADISON | SD | 57042 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| DOMESTIC VIOLENCE CRISIS CENTER | ||||||||
| 1111 SUMMER ST STE 203 | STAMFORD | CT | 06905 | N/A | PC | General & Unrestricted | $30,000 | |
| EDUCATION FUND OF THE WOMENS FORUM INC | ||||||||
| 59 E 54TH ST STE 81 | NEW YORK | NY | 10022 | N/A | SO I | Womens Forum Scholar Program | $15,000 | |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | ||||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | General & Unrestricted | $5,000 | |
| E Brode | ||||||||
| FRIENDS OF MCGILL UNIVERSITY INC | 2 HAMILTON AVE | NEW ROCHELLE | NY | 10801 | none | I | The J. Perry Bartlett Scholarship grant | $15,000 |
| E Laugen | ||||||||
| GEORGETOWN UNIVERSITY | BOX 571252 HEALY G19 | WASHINGTON | DC | 20057 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| GETABOUT INC | ||||||||
| PO BOX 224 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $5,000 | |
| LEGAL MOMENTUM | ||||||||
| 32 BROADWAY STE 1801 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $20,000 | |
| LIFE SKILLS INTERNSHIPS | ||||||||
| 15882 JOSEPHINE CIR W | 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 | |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 | |
| NATIONAL DOMESTIC VIOLENCE HOTLINE | ||||||||
| PO BOX 163865 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $15,000 | |
| NEW CANAAN BEAUTIFICATION LEAGUE INC | ||||||||
| PO BOX 4 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $4,000 | |
| 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 | COVID-19 Response Fund | $100,000 | |
| NEW CANAAN HISTORICAL SOCIETY | ||||||||
| 13 OENOKE RDG | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 | |
| NEW CANAAN LAND CONSERVATION TRUST INC | ||||||||
| PO BOX 425 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| NEW CANAAN PUBLIC ACCESS INC | ||||||||
| PO BOX 1711 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $9,000 | |
| NEW CANAAN PUBLIC ACCESS INC | ||||||||
| PO BOX 1711 | NEW CANAAN | CT | 06840 | N/A | PC | Re-engage NCTV79 program | $20,000 | |
| NEW CANAAN VOLUNTEER AMBULANCE CORPS INC | ||||||||
| 182 S AVE | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 7 E 12TH ST 7TH FL | New York | NY | 10003 | N/A | PC | 10 THOMPSON-BARTLETT FELLOWS SUMMER 2020 FUND | $60,000 | |
| NORWALK HOSPITAL FOUNDATION INC | ||||||||
| 34 MAPLE ST | NORWALK | CT | 06856 | N/A | PC | Nurse Scholarship FUND | $10,000 | |
| OXFAM-AMERICA INC | ||||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $5,000 | |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | Charitable Event | $21,000 | |
| PERSON TO PERSON INC | ||||||||
| 1864 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $5,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | ||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | the Stamford center and the Bridgeport center | $25,000 | |
| S Riedel | ||||||||
| UNIV OF CALIFORNIA AT SANTA CRUZ | 1156 HIGH ST | SANTA CRUZ | CA | 95064 | none | I | The J. Perry Bartlett Scholarship grant | $15,000 |
| A Ngo | ||||||||
| UNIVERSITY OF COLORADO | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| H Scribner | ||||||||
| UNIVERSITY OF COLORADO | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| L F Greer | ||||||||
| UNIVERSITY OF COLORADO | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| R Oroke | ||||||||
| UNIVERSITY OF COLORADO | OFC OF FINANCIAL AID 77 UCB | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| SPENCE SCHOOL | ||||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | Teacher Compensation fund | $4,000 | |
| A Chen | ||||||||
| STANFORD UNIVERSITY | 326 GALVEZ ST | STANFORD | CA | 94305 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| STAYING PUT IN NEW CANAAN INC | ||||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $30,000 | |
| SUMMER THEATRE OF NEW CANAAN INC | ||||||||
| 70 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $20,000 | |
| C Burkhart | ||||||||
| UNIV OF CALIFORNIA SANTA BARBARA | 2103 SAASB | SANTA BARBARA | CA | 93106 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| UNIVERSITY OF CHICAGO | ||||||||
| UNIVERSITY OF CHICAGO | 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | James Bartlett Fellowship fund - Harris School | $50,000 |
| S Wiltshire | ||||||||
| UNIVERSITY OF DENVER | 2190 E ASBURY AVE | DENVER | CO | 80208 | none | I | The J. Perry Bartlett Scholarship grant | $22,248 |
| L Zichi | ||||||||
| UNIVERSITY OF MICHIGAN | 515 EAST JEFFERSON STREET | ANN ARBOR | MI | 48109 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| M Lochhead | ||||||||
| UNIVERSITY OF NOTRE DAME DU LAC | 115 MAIN BLDG | NOTRE DAME | IN | 46556 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | 2020 Thompson-Bartlett Fellowships fund | $30,000 | |
| E Bagley | ||||||||
| VILLANOVA UNIVERSITY | 800 LANCASTER AVE | VILLANOVA | PA | 19085 | none | I | The J. Perry Bartlett Scholarship grant | $10,000 |
| VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY | ||||||||
| PO BOX 489 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $10,000 | |
| VOICES OF SEPTEMBER 11 INC | ||||||||
| 80 MAIN ST STE 5 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| WAVENY CARE CENTER INC | ||||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | N/A | PC | COVID-19 crisis assistance fund | $50,000 | |
| WAVENY PARK CONSERVANCY INC | ||||||||
| PO BOX 944 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | ||||||||
| PO BOX 5281 | PRINCETON | NJ | 08543 | N/A | PC | General & Unrestricted | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,941,248 | 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 | $4,117 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| 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 | $7,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,775 | 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 | James and Dede Bartlett | 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 | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,941,248. This amount represents 25% or more of the Foundation's net assets of $5,914,649 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. 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 XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,000 | $15,000 | |
| Bank Charges | $175 | $175 | |
| State or Local Filing Fees | $25 | $25 |
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