JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202013099349101406
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T15:32:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203095000058 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,914,649 | 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 | $3,330,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,134,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,495,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,449,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,556,621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $66,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $946,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $946,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,028,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $961,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,421,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,556,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,745,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,413,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,413,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $246,225 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $500,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $501,590 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,491,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,913,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,914,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,491,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,913,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,491,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,913,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,491,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,913,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,491,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,421,626 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,913,059 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,913,059 | 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 | $4,134,719 | GrossSalesPriceAmt |
| Cost Or Other Basis | $639,602 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,495,117 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,495,117 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,495,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,001,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,937,184 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.254414 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $760,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,267,923 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.178078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $697,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,310,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $565,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,054,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.27541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $645,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,056,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.211066 | DistributionYr5Rt |
| Total Distribution | 1.080891 | TotalDistributionRt |
| Average Distribution | 0.216178 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,807,244 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,255,398 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,290,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $961,297 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,129 | SubtotalAmt |
| Tax Based On Investment Income | $71,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,263 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $71,263 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | 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 | $1,148,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,746,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,895,679 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,895,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,807,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,362 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,362 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,129 | TotalTaxAmt |
| Distributable Before Adj | $219,233 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $219,233 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $219,233 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $961,297 | 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 | $961,297 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $961,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,233 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $521,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $469,509 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $536,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $552,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $813,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,893,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $961,297 | QualifyingDistributionsAmt |
| Applied To Current Year | $219,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $742,064 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,635,292 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $521,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,113,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $469,509 | ExcessFromYear4Amt |
| Excess From Year3 | $536,348 | ExcessFromYear3Amt |
| Excess From Year2 | $552,396 | ExcessFromYear2Amt |
| Excess From Year1 | $813,555 | ExcessFromYear1Amt |
| Excess From Current Year | $742,064 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTS FOR HEALING INC | ||||||||
| 24 GROVE ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $1,000 | |
| A Michael | ||||||||
| BOSTON COLLEGE | CHESTNUT HILL | MA | 02467 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | LYONS HALL |
| E Huffman | ||||||||
| BRANDEIS UNIVERSITY | WALTHAM | MA | 02453 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 60 TURNER ST |
| B Alexander | ||||||||
| BRIGHAM YOUNG UNIVERSITY | PROVO | UT | 84604 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 1450 N UNIVERSITY AVE |
| B Alexander | ||||||||
| BRIGHAM YOUNG UNIVERSITY | PROVO | UT | 84604 | none | I | The J. Perry Bartlett Scholarship Grant | $5,000 | 1450 N UNIVERSITY AVE |
| E Perkins | ||||||||
| BROWN UNIVERSITY OF PROVIDENCE | PROVIDENCE | RI | 02912 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | CAMPUS BOX 1911 164 ANGELL ST |
| K Svobada | ||||||||
| BROWN UNIVERSITY OF PROVIDENCE | PROVIDENCE | RI | 02912 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | CAMPUS BOX 1911 164 ANGELL ST |
| C Heiman | ||||||||
| Columbia University | New York | NY | 10027 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 100 HAMILTON 1130 AMSTERDAM AVE |
| E Taylor | ||||||||
| COLORADO SCHOOL OF MINES | GOLDEN | CO | 80401 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 1500 ILLINOIS ST |
| R DeFilippi | ||||||||
| COLORADO STATE UNIVERSITY | FORT COLLINS | CO | 80523 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 6003 CAMPUS DELIVERY |
| G Shupe | ||||||||
| DAKOTA STATE UNIVERSITY FOUNDATION | MADISON | SD | 57042 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 820 N WASHINGTON AVE |
| DOMESTIC VIOLENCE CRISIS CENTER | ||||||||
| 1111 SUMMER ST STE 203 | STAMFORD | CT | 06905 | N/A | PC | General & Unrestricted | $20,000 | |
| C Ford | ||||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | none | I | The J. Perry Bartlett Scholarship Grant | $15,000 | PO BOX 90759 |
| EDUCATION FUND OF THE WOMENS FORUM INC | ||||||||
| 59 E 54TH ST STE 81 | NEW YORK | NY | 10022 | N/A | SO I | Charitable Event | $15,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 178 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $40,000 | |
| E Brode | ||||||||
| FRIENDS OF MCGILL UNIVERSITY INC | NEW ROCHELLE | NY | 10801 | none | I | The J. Perry Bartlett Scholarship Grant | $10,000 | 2 HAMILTON AVE |
| E Laugen | ||||||||
| GEORGETOWN UNIVERSITY | WASHINGTON | DC | 20057 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | BOX 571252 HEALY G19 |
| GETABOUT INC | ||||||||
| PO BOX 224 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| GROOVE WITH ME INC | ||||||||
| 186 E 123RD ST 2ND FL | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $8,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST 12TH FL | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $1,000 | |
| LEGAL MOMENTUM | ||||||||
| 32 BROADWAY STE 1801 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $20,000 | |
| 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 | $1,000 | |
| MISTY MEADOWS EQUINE LEARNING CENTER | ||||||||
| 155 MISTY MEADOWS LN | WEST TISBURY | MA | 02575 | N/A | PC | General & Unrestricted | $5,000 | |
| NEW CANAAN BEAUTIFICATION LEAGUE INC | ||||||||
| PO BOX 4 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $3,000 | |
| NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC | ||||||||
| 91 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | New Canaan Holiday Lights Campaign | $4,000 | |
| NEW CANAAN COMMUNITY FOUNDATION INC | ||||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $100,000 | |
| NEW CANAAN HISTORICAL SOCIETY | ||||||||
| 13 OENOKE RDG | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $1,000 | |
| NEW CANAAN LAND CONSERVATION TRUST INC | ||||||||
| PO BOX 425 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 | |
| NEW CANAAN LIBRARY INC | ||||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $1,000 | |
| NEW CANAAN LIBRARY INC | ||||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | N/A | PC | New Building Capital Campaign | $100,000 | |
| 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 2019 fund | $52,500 | |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 4TH AVE | NEEDHAM HGTS | MA | 02494 | N/A | PC | Charitable Event | $20,000 | |
| PERSON TO PERSON INC | ||||||||
| 1864 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $2,000 | |
| 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 | SANTA CRUZ | CA | 95064 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 1156 HIGH ST |
| A Ngo | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | OFC OF FINANCIAL AID 77 UCB |
| H Scribner | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | OFC OF FINANCIAL AID 77 UCB |
| L F Greer | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | OFC OF FINANCIAL AID 77 UCB |
| R Oroke | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | OFC OF FINANCIAL AID 77 UCB |
| SPENCE SCHOOL | ||||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | Teacher Compensation fund | $4,000 | |
| A Chen | ||||||||
| STANFORD UNIVERSITY | STANFORD | CA | 94305 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 326 GALVEZ ST |
| 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 | Family Musical Producer Program | $20,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | N/A | PC | Dede T. Bartlett P03 Fund | $12,000 | |
| C Burkhart | ||||||||
| UNIV OF CALIFORNIA SANTA BARBARA | SANTA BARBARA | CA | 93106 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 2103 SAASB |
| E V Buskirk | ||||||||
| UNIVERSITY OF CHICAGO | CHICAGO | IL | 60615 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 5235 S HARPER COURT |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | James Bartlett Fellowship fund - Harris School | $50,000 | |
| E V Buskirk | ||||||||
| UNIVERSITY OF CHICAGO | CHICAGO | IL | 60637 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $5,000 | 5801 S ELLIS AVE |
| S Wiltshire | ||||||||
| UNIVERSITY OF DENVER | DENVER | CO | 80208 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 2199 S UNIVERSITY BLVD |
| S Wiltshire | ||||||||
| UNIVERSITY OF DENVER | DENVER | CO | 80208 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $2,752 | 2190 E ASBURY AVE |
| I Zelaya | ||||||||
| UNIVERSITY OF MICHIGAN | ANN ARBOR | MI | 48109 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 515 east jefferson street |
| L Zichi | ||||||||
| UNIVERSITY OF MICHIGAN | ANN ARBOR | MI | 48109 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 515 east jefferson street |
| M Lochhead | ||||||||
| UNIVERSITY OF NOTRE DAME DU LAC | NOTRE DAME | IN | 46556 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $10,000 | 115 MAIN BLDG |
| E Mione | ||||||||
| VANDERBILT UNIVERSITY | NASHVILLE | TN | 37203 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $5,000 | 2309 W END AVE |
| E Mione | ||||||||
| VANDERBILT UNIVERSITY | NASHVILLE | TN | 37203 | none | I | THE J. PERRY BARTLETT SCHOLARSHIP GRANT | $5,000 | 2309 W END AVE |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | Thompson-Bartlett Fellowships fund | $25,000 | |
| VOICES OF SEPTEMBER 11 INC | ||||||||
| 80 MAIN ST STE 5 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $12,000 | |
| WAVENY CARE CENTER INC | ||||||||
| 3 FARM RD | 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 | Adult Day Care Program | $25,000 | |
| WAVENY PARK CONSERVANCY INC | ||||||||
| PO BOX 944 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 | |
| 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 | $946,252 | 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 | $36,703 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,801 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,594 | 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 | $119,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,098 | 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 w 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 | $3,330,900 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ULTIMATE SOFTWARE GROUP, INC. ULTI, 5000 sh. | $1,659,775 | 2019-02-11 |
| 1 | ULTIMATE SOFTWARE GROUP, INC. ULTI, 5000 sh. | $1,671,125 | 2019-03-11 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS BK USA SALT LAKECITY UT CD | BondNm |
| EOY Book Value | $500,000 | EOYBookValueAmt |
| EOYFMV | $501,590 | EOYFMVAmt |
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, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $946,252. This amount represents 25% or more of the Foundation's net assets of $3,489,973 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. 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 (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 | $20 | $20 | |
| 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 2019 | CategoryTxt |
| Amt | $66,900 | Amt |
Comments