2019-05-13T15:34:01-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 462331849 Jim and Dede Bartlett Foundation % Foundation Source JIMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAMES W BARTLETT co president 8008391754 2019-05-01 true Jeffrey D Haskell P01345770 8008391754 47.20.178.41 06391520191335000718 2019-05-13 P 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 8776116A3220F8F92B6869340FF540F084420A8B 2018 2019-02-21 02:37:17Z X 3489973 X 492450 24489 24489 50228 431791 412641 567167 437130 0 8700 15219 175 15044 23919 175 15044 991000 991000 1014919 175 1006044 -447752 436955 3803847 2745208 2745208 135338 246225 244870 500000 499895 3939185 3491433 3489973 0 0 X 3939185 3491433 3939185 3491433 3939185 3491433 3939185 -447752 3491433 3491433 Publicly-traded Securities 431791 19150 412641 412641 412641 false 760025 4267923 0.178078 697925 4310217 0.161923 565818 2054454 0.27541 645025 3056041 0.211066 297812 955696 0.311618 1.138095 0.227619 3937184 896178 4370 900548 1006044 X 4370 4370 4370 8733 8733 X 4363 4363 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 380870 3616271 0 3997141 0 3997141 59957 3937184 196859 196859 4370 4370 192489 192489 192489 1006044 0 0 0 0 1006044 4370 1001674 192489 2016 2015 2014 281683 521420 469509 536348 552396 2361356 1006044 192489 813555 3174911 0 281683 2893228 521420 469509 536348 552396 813555 Dede Bartlett James W Bartlett X ARTS FOR HEALING INC 24 GROVE ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 5000 E Huffman BRANDEIS UNIVERSITY 60 TURNER ST WALTHAM MA 02453 none I The J. Perry Bartlett Scholarship Fund 5000 B Alexander BRIGHAM YOUNG UNIVERSITY 1450 N UNIVERSITY AVE PROVO UT 84604 NONE I the j. perry bartlett scholarship grant 10000 K Svobada BROWN UNIVERSITY GIFT CASHIER BOX 1877 PROVIDENCE RI 02912 NONE I the j. perry bartlett scholarship grant 10000 C Lingelbach BROWN UNIVERSITY 110 ELM ST PROVIDENCE RI 02903 none I the j. perry bartlett scholarship grant 10000 C Heiman Columbia University 100 Hamilton 1130 Amsterdam Ave New York NY 10027 none I the j. perry bartlett scholarship grant 5000 C Lingelbach Brown University Cashiers Office 164 Angell Street Providence RI 02912 none I the j. perry bartlett scholarship grant 5000 R Friedman COLORADO SCHOOL OF MINES 1500 ILLINOIS ST GOLDEN CO 80401 none I the j. perry bartlett scholarship grant 10000 r defilippi COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY FORT COLLINS CO 80523 none I the j. perry bartlett scholarship grant 5000 DOMESTIC VIOLENCE CRISIS CENTER 16 RIVER ST NORWALK CT 06850 N/A PC General & Unrestricted 20000 C Ford DUKE UNIVERSITY PO BOX 90964 DURHAM NC 27708 none I The j. perry bartlett scholarship grant 10000 EDUCATION FUND OF THE WOMENS FORUM INC 59 E 54TH ST STE 81 NEW YORK NY 10022 N/A SO I Elly Awards Fund 15000 FIRST PRESBYTERIAN CHURCH 178 OENOKE RIDGE RD NEW CANAAN CT 06840 N/A PC General & Unrestricted 35000 FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC 200 BEDFORD ST MANCHESTER NH 03101 N/A PC Boulder High School Landsharks Team 1157 5000 E Brode FRIENDS OF MCGILL UNIVERSITY INC 2 HAMILTON AVE NEW ROCHELLE NY 10801 none I the j. perry bartlett scholarship grant 10000 G Leifer Tulane University 205 Science and engineering complex New Orleans LA 70118 none I the j. perry bartlett Scholarship Grant 5000 E Laugen GEORGETOWN UNIVERSITY Box 571252 Healy G19 WASHINGTON DC 20057 none I the J. perry bartlett scholarship grant 10000 GETABOUT INC PO BOX 224 NEW CANAAN CT 06840 N/A PC General & Unrestricted 10000 GROOVE WITH ME INC 186 E 123RD ST 2ND FL NEW YORK NY 10035 N/A PC General & Unrestricted 5000 INTERNATIONAL RESCUE COMMITTEE INC 122 E 42ND ST 12TH FL NEW YORK NY 10168 N/A PC General & Unrestricted 1000 K Svobada Brown University 164 Angell St 2F Campus Box 1911 Providence RI 02912 none I the j. perry bartlett Scholarship Grant 5000 LEGAL MOMENTUM 5 HANOVER SQ NEW YORK NY 10004 N/A PC General & Unrestricted 20000 MEALS-ON-WHEELS OF NEW CANAAN INC PO BOX 231 NEW CANAAN CT 06840 N/A PC General & Unrestricted 25000 MEDECINS SANS FRONTIERES USA INC 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 1000 NEW CANAAN BEAUTIFICATION LEAGUE INC PO BOX 4 NEW CANAAN CT 06840 N/A PC General & Unrestricted 3000 NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC 91 ELM ST NEW CANAAN CT 06840 N/A PC Holiday Lights Project 4000 NEW CANAAN COMMUNITY FOUNDATION INC 111 CHERRY ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 90000 NEW CANAAN COMMUNITY FOUNDATION INC 111 CHERRY ST NEW CANAAN CT 06840 N/A PC Spirit of New Canaan Fund 10000 NEW CANAAN HISTORICAL SOCIETY 13 OENOKE RDG NEW CANAAN CT 06840 N/A PC General & Unrestricted 3000 NEW CANAAN LAND CONSERVATION TRUST INC PO BOX 425 NEW CANAAN CT 06840 N/A PC General & Unrestricted 10000 NEW CANAAN LIBRARY INC 151 MAIN ST NEW CANAAN CT 06840 N/A PC Challenge Campaign 1000 NEW CANAAN VOLUNTEER AMBULANCE CORPS INC 182 S AVE NEW CANAAN CT 06840 N/A PC General & Unrestricted 5000 NEW YORK UNIVERSITY 7 E 12TH ST 7TH FL New York NY 10003 N/A PC 10 Thompson Bartlett Fellows summer 2018 Fund 49000 L Meyers NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE 250 CP BOSTON MA 02115 none I the j. perry bartlett scholarship grant 10000 L Meyers NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE 250 CP BOSTON MA 02115 none I the j. perry bartlett scholarship grant 5000 PAN MASSACHUSETTS CHALLENGE TRUST 77 4TH AVE NEEDHAM HGTS MA 02494 N/A PC Charitable Event 19000 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC General & Unrestricted 2000 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC 345 WHITNEY AVE NEW HAVEN CT 06511 N/A PC the Stamford and Bridgeport Centers Programs 20000 C Rivard PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 none I The j. perry bartlett scholarship grant 10000 S Riedel UNIV OF CALIFORNIA AT SANTA CRUZ 1156 HIGH ST SANTA CRUZ CA 95064 none I the j. perry bartlett scholarship grant 10000 A Ngo UNIVERSITY OF COLORADO OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I the j. perry bartlett scholarship grant 10000 L F Greer UNIVERSITY OF COLORADO OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I the j. perry bartlett scholarship grant 10000 P Sessions UNIVERSITY OF COLORADO OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I The j. perry bartlett scholarship grant 10000 R Orke UNIVERSITY OF COLORADO OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I the j. perry bartlett scholarship grant 5000 W Nelson UNIVERSITY OF COLORADO OFC OF FINANCIAL AID 77 UCB BOULDER CO 80309 none I the j. perry bartlett scholarship grant 10000 I Zelaya REGENTS OF THE UNIVERSITY OF MICHIG WOLVERINE TOWER 3003 S STATE ST STE ANN ARBOR MI 48109 none I the j. perry bartlett scholarship grant 10000 SPENCE SCHOOL 22 E 91ST ST NEW YORK NY 10128 N/A PC for teacher compensation Fund 4000 A Chen STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 none I The j. perry bartlett scholarship grant 10000 STAYING PUT IN NEW CANAAN INC PO BOX 484 NEW CANAAN CT 06840 N/A PC General & Unrestricted 30000 SUMMER THEATRE OF NEW CANAAN INC 70 PINE ST NEW CANAAN CT 06840 N/A PC Family Musical Producer Program 20000 G Leifer tulane university PO BOX 61075 NEW ORLEANS LA 70161 none I the J. perry bartlett scholarship grant 10000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CTR STE 445 PRINCETON NJ 08540 N/A PC Dede Bartlett P03 Scholarship Fund 12000 C Burkhart UNIV OF CALIFORNIA SANTA BARBARA 4219 CHEADLE HALL 4TH FL SANTA BARBARA CA 93106 none I The j. perry Bartlett scholarship grant 10000 UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 N/A PC James Bartlett Fellowship Fund - Harris School 40000 E V Buskirk UNIVERSITY OF CHICAGO 5801 S ELLIS AVE Chicago IL 60637 none I the j. perry bartlett scholarship grant 10000 S Wiltshire UNIVERSITY OF DENVER OFC OF GIFT PROCESSING 2190 E ASBUR DENVER CO 80208 none I the j. perry bartlett scholarship grant 5000 M Lochhead UNIVERSITY OF NOTRE DAME DU LAC 115 MAIN BLDG NOTRE DAME IN 46556 none I the j. perry bartlett scholarship grant 5000 S Guegan UNIVERSITY OF PUGET SOUND 1500 N WARNER ST TACOMA WA 98416 none I the j. perry bartlett scholarship grant 10000 E Miona VANDERBILT UNIVERSITY 2309 W END AVE NASHVILLE TN 37203 none I the j. perry bartlett scholarship grant 5000 VASSAR COLLEGE 124 RAYMOND AVE BOX 725 POUGHKEEPSIE NY 12604 N/A PC 5 Thompson Bartlett Fellows summer 2018 Program 25000 VOICES OF SEPTEMBER 11 INC 80 MAIN ST STE 5 NEW CANAAN CT 06840 N/A PC General & Unrestricted 160000 WAVENY CARE CENTER INC 3 FARM RD NEW CANAAN CT 06840 N/A PC Adult Day Care Program 50000 WAVENY CARE CENTER INC 3 FARM RD NEW CANAAN CT 06840 N/A PC Charitable Event 5000 WAVENY PARK CONSERVANCY INC PO BOX 944 NEW CANAAN CT 06840 N/A PC General & Unrestricted 20000 WHITE HERON THEATRE COMPANY 5 N WATER ST NANTUCKET MA 02554 N/A PC General & Unrestricted 10000 WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION PO BOX 5281 PRINCETON NJ 08543 N/A PC General & Unrestricted 2000 991000 14 24489 18 50228 74717 74717 false false false false false false false false false false X X 1 Bartlett Dede 643 Oenoke Ridge Road New Canaan CT 068403123 492450 X 1 ULTIMATE SOFTWARE GROUP, INC. ULTI, 2000 sh. 492450 2018-02-20 UBS BK USA SALT LA - 2.700% - 500000 499895 ULTIMATE SOFTWARE GROUP, INC. 246225 244870 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, 2018, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $991,000. This amount represents 25% or more of the Foundation's net assets of $3,956,608 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. 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. Administrative Fees 15000 15000 Bank Charges 175 175 Postage/Delivery Service 19 19 State or Local Filing Fees 25 25 990-PF Estimated Tax for 2018 8700