JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201831299349102058
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T14:54:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,956,608 | 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 | $328,678 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,700 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $581,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $538,515 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $18,038 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $778,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $760,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$436,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $538,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,991,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,803,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,803,847 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $378,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $135,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $152,761 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,370,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,939,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,956,608 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,370,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,939,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,370,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,939,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,370,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,939,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,370,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$436,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $3,939,185 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,939,185 | 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 | $581,868 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,053 | CostOrOtherBasisAmt |
| Gain Or Loss | $534,815 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $534,815 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,815 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $697,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,310,217 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.161923 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $565,818 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,054,454 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.27541 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $645,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,056,041 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.211066 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $297,812 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $955,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.311618 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.960017 | TotalDistributionRt |
| Average Distribution | 0.240004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,267,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,024,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,384 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,029,703 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $760,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,767 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,767 | SubtotalAmt |
| Tax Based On Investment Income | $10,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $33 | OverpaymentAmt |
| Applied To ES Tax | $33 | 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 | false | 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 |
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 | $159,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,173,058 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,332,917 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,332,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,267,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,767 | TotalTaxAmt |
| Distributable Before Adj | $202,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $207,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $760,025 | 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 | $760,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $760,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,629 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $281,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $521,420 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $469,509 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $536,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,808,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $760,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $207,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $552,396 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,361,356 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,361,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,683 | ExcessFromYear4Amt |
| Excess From Year3 | $521,420 | ExcessFromYear3Amt |
| Excess From Year2 | $469,509 | ExcessFromYear2Amt |
| Excess From Year1 | $536,348 | ExcessFromYear1Amt |
| Excess From Current Year | $552,396 | 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 (67 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 | $5,000 | |
| BOULDER VALLEY SCHOOL DISTRICT | ||||||||
| 6600 E ARAPAHOE RD | BOULDER | CO | 80303 | N/A | GOV | 3-D printer | $2,900 | |
| B Alexander | ||||||||
| BRIGHAM YOUNG UNIVERSITY | PROVO | UT | 84604 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | 1450 N UNIVERSITY AVE |
| C Lingelbach | ||||||||
| BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | GIFT CASHIER BOX 1877 |
| K Svobada | ||||||||
| BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | GIFT CASHIER BOX 1877 |
| R Friedman | ||||||||
| COLORADO SCHOOL OF MINES | GOLDEN | CO | 80401 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 1500 ILLINOIS ST |
| B Long | ||||||||
| CORNELL UNIVERSITY | ITHACA | NY | 14850 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 130 E SENECA ST STE 400 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,000 | |
| DOMESTIC VIOLENCE CRISIS CENTER | ||||||||
| 16 RIVER ST | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $30,000 | |
| C Ford | ||||||||
| DUKE UNIVERSITY | DURHAM | NC | 27701 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 710 W MAIN ST STE 200 |
| EDUCATION FUND OF THE WOMENS FORUM INC | ||||||||
| 59 E 54TH ST STE 81 | NEW YORK | NY | 10022 | N/A | SO I | General & Unrestricted | $15,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 178 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $35,000 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC | ||||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | PC | Landsharks of Boulder Colorado - Robotics competition | $5,000 | |
| E Brode | ||||||||
| FRIENDS OF MCGILL UNIVERSITY INC | NEW ROCHELLE | NY | 10801 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | 2 HAMILTON AVE |
| G Gregorich | ||||||||
| Macalester college | St Paul | MN | 55105 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | 1600 grand ave |
| E Laugen | ||||||||
| GEORGETOWN UNIVERSITY | WASHINGTON | DC | 20007 | None | I | The J. Perry Bartlett scholarship grant | $5,000 | 2115 WISCONSIN AVE NW STE 500 |
| GETABOUT INC | ||||||||
| PO BOX 224 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $20,000 | |
| GROOVE WITH ME INC | ||||||||
| 186 E 123RD ST 2ND FL | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST 12TH FL | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $1,000 | |
| JDRF INTERNATIONAL | ||||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | N/A | PC | Charitable Event | $1,000 | |
| LEGAL MOMENTUM | ||||||||
| 5 HANOVER SQ | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $20,000 | |
| G Gregorich | ||||||||
| MACALESTER COLLEGE | SAINT PAUL | MN | 55105 | None | I | The J. Perry Bartlett scholarship grant | $10,000 | 1600 GRAND AVE |
| MEALS-ON-WHEELS OF NEW CANAAN INC | ||||||||
| PO BOX 231 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $20,000 | |
| NEW CANAAN BEAUTIFICATION LEAGUE INC | ||||||||
| PO BOX 4 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $2,000 | |
| NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC | ||||||||
| 91 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | Holiday Lights Project | $4,000 | |
| NEW CANAAN COMMUNITY FOUNDATION INC | ||||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | Touch a life fund | $10,000 | |
| NEW CANAAN COMMUNITY FOUNDATION INC | ||||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | Matching grant for 40 years campaign | $50,000 | |
| 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 | Challenge Campaign | $1,000 | |
| NEW CANAAN PRESERVATION ALLIANCE INC | ||||||||
| PO BOX 924 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $1,000 | |
| 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 | Summer 2017 Thompson Bartlett Fellowship Program | $40,000 | |
| L Meyers | ||||||||
| NORTHEASTERN UNIVERSITY | BOSTON | MA | 02115 | None | I | The J. Perry Bartlett scholarship grant | $10,000 | 360 HUNTINGTON AVE 250 CP |
| P Sessions | ||||||||
| University of Colorado boulder | Boulder | CO | 80309 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 2055 regent drive rm 101 |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 4TH AVE | NEEDHAM HGTS | MA | 02494 | N/A | PC | General & Unrestricted | $7,400 | |
| PERSON TO PERSON INC | ||||||||
| 1864 POST RD | DARIEN | CT | 06820 | N/A | PC | Scholarship Fund | $1,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | ||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Stamford and Bridgeport centers | $20,000 | |
| c rivard | ||||||||
| PURDUE UNIVERSITY | WEST LAFAYETTE | IN | 47907 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 403 W WOOD ST |
| R Kraus | ||||||||
| Stanford university | Stanford | CA | 94309 | None | I | The J. Perry Bartlett scholarship grant | $5,000 | 531 Lausen Mall PO Box 13893 |
| S Ridel | ||||||||
| UNIVERSITY OF CALIFORNIA AT SANTA C | SANTA CRUZ | CA | 95064 | None | I | The J. Perry Bartlett scholarship grant | $5,000 | 1156 Hight st |
| B Herman | ||||||||
| UNIVERSITY OF COLORADO | DENVER | CO | 80203 | None | I | The J. Perry Bartlett scholarship grant | $15,000 | 1800 N GRANT ST STE 400 |
| A Ngo | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | None | I | The J. Perry Bartlett scholarship grant | $5,000 | 1800 n grant st ste 400 |
| D Davis | ||||||||
| university of colorado | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 1800 n grant st ste 400 |
| L Greer | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | 1800 n grant st ste 400 |
| W Nelson | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 1800 n grant st ste 400 |
| I Zelaya | ||||||||
| UNIVERSITY OF MICHIGAN | ANN ARBOR | MI | 48109 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | WOLVERINE TOWER 3003 S STATE ST STE |
| SPENCE SCHOOL | ||||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | teacher compensation Fund | $3,000 | |
| A Chen | ||||||||
| STANFORD UNIVERSITY | STANFORD | CA | 94309 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | PO BOX 20466 |
| R Kraus | ||||||||
| STANFORD UNIVERSITY | STANFORD | CA | 94305 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | montag hall 355 galvez st |
| STAYING PUT IN NEW CANAAN INC | ||||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $20,000 | |
| SUMMER THEATRE OF NEW CANAAN INC | ||||||||
| 70 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | Singing in the Rain Sponsership | $20,000 | |
| J Mundinger | ||||||||
| SWARTHMORE COLLEGE | SWARTHMORE | PA | 19081 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 500 COLLEGE AVE |
| G Leifer | ||||||||
| tulane university | NEW ORLEANS | LA | 70161 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | PO BOX 61075 |
| C Burkhart | ||||||||
| UNIVERSITY OF CALIFORNIA SANTA BARB | SANTA BARBARA | CA | 93106 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | 4219 CHEADLE HALL 4TH FL |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | James Bartlett Fellowship Program - Harris School Pledge | $10,000 | |
| E Van Buskirk | ||||||||
| UNIVERSITY OF CHICAGO | CHICAGO | IL | 60637 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 5801 S ELLIS AVE |
| S Guegan | ||||||||
| UNIVERSITY OF PUGET SOUND | TACOMA | WA | 98416 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 1500 N WARNER ST |
| J Burkhardt | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90089 | none | I | The J. Perry Bartlett scholarship grant | $10,000 | 3551 TROUSDALE PKWY ATT CENTER T2 |
| E Miona | ||||||||
| VANDERBILT UNIVERSITY | NASHVILLE | TN | 37240 | none | I | The J. Perry Bartlett scholarship grant | $5,000 | PMB 407727 2301 VANDERBILT PL |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | Thompson-Bartlett Fellowship Program | $20,000 | |
| VOICES OF SEPTEMBER 11 INC | ||||||||
| 80 MAIN ST STE 5 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $17,200 | |
| WAVENY CARE CENTER INC | ||||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | N/A | PC | Adult Day Care Program | $50,000 | |
| WAVENY CARE CENTER INC | ||||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | N/A | PC | Charitable Event | $5,000 | |
| WAVENY PARK CONSERVANCY INC | ||||||||
| PO BOX 944 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $30,000 | |
| WAVENY PARK CONSERVANCY INC | ||||||||
| PO BOX 944 | NEW CANAAN | CT | 06840 | N/A | PC | Pond restoration and preservation | $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 | $749,500 | 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 | $3,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $9,788 | 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 | $13,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,488 | 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 | $328,678 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ULTIMATE SOFTWARE GROUP, INC. (THE) ULTI, 1700 sh. | NoncashPropertyDesc |
| Fair Market Value | $328,678 | FairMarketValueAmt |
| Received | 2017-01-11 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ULTIMATE SOFTWARE GROUP, INC. | StockNm |
| EOY Book Value | $135,338 | EOYBookValueAmt |
| EOYFMV | $152,761 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,500 | $10,500 | |
| Bank Charges | $150 | $150 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $5,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $10,800 |
| 990-PF Extension for 2016 | $7,238 |
Comments