BETA

JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-06
IRS object ID
201702799349100410
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-06T12:14:33-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462331849EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jim and Dede Bartlett FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlJIMABusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES W BARTLETTPersonNm
Person Titleco presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-09-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520172795000001FederalOriginalSubmissionId
Federal Original Submission Id2017-10-06FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9D59D74B225D538E4555D08F8D8ED29667824494AtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,356,192FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,406,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$658InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$658InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,057,350NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,190,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,696,174CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,349,508TotalRevAndExpnssAmt
Total Net Invst Incm$2,696,832TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$43,400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,675OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$687,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$687,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$741,475TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$697,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,608,033ExcessRevenueOverExpensesAmt
Net Investment Income$2,696,682NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,541,384SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,991,492SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,991,492SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,220,815CorporateStockBOYAmt
Corporate Stock EOY$378,740CorporateStockEOYAmt
Corporate Stock EOYFMV$364,700CorporateStockEOYFMVAmt
Total Assets BOY$2,762,199TotalAssetsBOYAmt
Total Assets EOY$4,370,232TotalAssetsEOYAmt
Total Assets EOYFMV$4,356,192TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,762,199RetainedEarningBOYAmt
Retained Earning EOY$4,370,232RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,762,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,370,232TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,762,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,370,232TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,762,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,608,033ExcessRevenueOverExpensesAmt
Subtotal$4,370,232SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,370,232TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$3,190,925GrossSalesPriceAmt
Cost Or Other Basis$494,751CostOrOtherBasisAmt
Gain Or Loss$2,696,174GainOrLossAmt
Gains Minus Excess Or Losses$2,696,174GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,696,174CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$565,818AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,054,454NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.27541DistributionYr1Rt
Adjusted Qlfy Distri Yr2$645,025AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,056,041NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.211066DistributionYr2Rt
Adjusted Qlfy Distri Yr3$297,812AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$955,696NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.311618DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.798094TotalDistributionRt
Average Distribution0.266031AverageDistributionRt
Net Vl Noncharitable Assets$4,310,217NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,146,651AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,967NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,173,618AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$697,925QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$53,934InvestmentIncomeExciseTaxAmt
Subtotal$53,934SubtotalAmt
Tax Based On Investment Income$53,934TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,696EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$7,238AppliedToEsTaxAmt
Total Payments And Credits$53,934TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dede Bartlett
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres / Dir1.0$0$0$0
James W Bartlett
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres / Dir / Sec / Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,038,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,337,787AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,375,855TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,375,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,638CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,310,217NetVlNoncharitableAssetsAmt
Minimum Investment Return$215,511MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$215,511MinimumInvestmentReturnAmt
Tax Based On Investment Income$53,934TaxBasedOnInvestmentIncomeAmt
Total Tax$53,934TotalTaxAmt
Distributable Before Adj$161,577DistributableBeforeAdjAmt
Distributable Before Ded$161,577DistributableBeforeDedAmt
Distributable As Adjusted$161,577DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$697,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$697,925QualifyingDistributionsAmt
Adjusted Qualifying Distri$697,925AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$161,577DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr3$281,683ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$521,420ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$469,509ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,272,612TotalExcessDistributionCyovAmt
Qualifying Distributions$697,925QualifyingDistributionsAmt
Applied To Current Year$161,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$536,348RemainingDistriFromCorpusAmt
Total Corpus$1,808,960TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,808,960ExcessDistriCyovToNextYrAmt
Excess From Year3$281,683ExcessFromYear3Amt
Excess From Year2$521,420ExcessFromYear2Amt
Excess From Year1$469,509ExcessFromYear1Amt
Excess From Current Year$536,348ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDede BartlettContributingManagerNm
Contributing ManagerJames W BartlettContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARTS FOR HEALING INC
24 GROVE STNEW CANAANCT06840N/APCGeneral & Unrestricted$5,000
C Lingelbach
BROWN UNIVERSITY OF PROVIDENCEPROVIDENCERI02912noneIThe J. Perry Bartlett Scholarship grant$10,000CAMPUS BOX 1911 164 ANGELL ST
K Svobada
BROWN UNIVERSITY OF PROVIDENCEPROVIDENCERI02912noneIThe J. Perry Bartlett Scholarship grant$5,000CAMPUS BOX 1911 164 ANGELL ST
R Friedman
COLORADO SCHOOL OF MINESGOLDENCO80401noneIThe J. Perry Bartlett Scholarship grant$10,0001500 ILLINOIS ST
b Long
CORNELL UNIVERSITYITHACANY14851noneIThe J. Perry Bartlett Scholarship grant$10,000PO BOX 752
CORPORATE ALLIANCE TO END PARTNER VIOLENCE
2416 E WASHINGTON STE EBLOOMINGTONIL61704N/APCGeneral & Unrestricted$1,000
DOMESTIC VIOLENCE CRISIS CENTER
16 RIVER STNORWALKCT06850N/APCGeneral & Unrestricted$50,000
C Ford
Duke universityDURHAMNC27708NONEIThe J. Perry Bartlett Scholarship GRANT$5,000PO BOX 90581
EDUCATION FUND OF THE WOMENS FORUM INC
59 E 54TH ST STE 81NEW YORKNY10022N/ASO IGeneral & Unrestricted$10,000
FIRST PRESBYTERIAN CHURCH
178 OENOKE RIDGE RDNEW CANAANCT06840N/APCGeneral & Unrestricted$33,000
FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC
200 BEDFORD STMANCHESTERNH03101N/APCCharitable Event$4,000
GETABOUT INC
PO BOX 224NEW CANAANCT06840N/APCGeneral & Unrestricted$20,000
GROOVE WITH ME INC
186 E 123RD ST 2ND FLNEW YORKNY10035N/APCGeneral & Unrestricted$5,000
JDRF INTERNATIONAL
26 BROADWAY 14TH FLNEW YORKNY10004N/APCCharitable Event$1,000
LEGAL MOMENTUM
5 HANOVER SQNEW YORKNY10004N/APCGeneral & Unrestricted$20,000
G GREGORICH
MACALESTER COLLEGESAINT PAULMN55105NONEIThe J. Perry Bartlett Scholarship GRANT$10,0001600 GRAND AVE
MEALS-ON-WHEELS OF NEW CANAAN INC
PO BOX 231NEW CANAANCT06840N/APCGeneral & Unrestricted$20,000
NEW CANAAN BEAUTIFICATION LEAGUE INC
PO BOX 4NEW CANAANCT06840N/APCGeneral & Unrestricted$3,000
NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC
91 ELM STNEW CANAANCT06840N/APCHoliday Lights Project$4,000
NEW CANAAN COMMUNITY FOUNDATION INC
111 CHERRY STNEW CANAANCT06840N/APCGeneral & Unrestricted$50,000
NEW CANAAN HISTORICAL SOCIETY
13 OENOKE RDGNEW CANAANCT06840N/APCGeneral & Unrestricted$1,000
NEW CANAAN LAND CONSERVATION TRUST INC
PO BOX 425NEW CANAANCT06840N/APCFowler property Campaign$25,000
NEW CANAAN PRESERVATION ALLIANCE INC
PO BOX 924NEW CANAANCT06840N/APCGeneral & Unrestricted$1,000
NEW CANAAN VOLUNTEER AMBULANCE CORPS INC
182 S AVENEW CANAANCT06840N/APCGeneral & Unrestricted$5,000
NEW YORK UNIVERSITY
7 E 12TH ST 7TH FLNew YorkNY10003N/APCSummer 2016 Thompson Bartlett Fellowship Program$40,000
L MEYERS
NORTHEASTERN UNIVERSITYBOSTONMA02115NONEIThe J. Perry Bartlett Scholarship GRANT$10,000360 HUNTINGTON AVE 250 CP
P Sessions
university of colorado boulderBoulderCO80309NONEIThe J. Perry Bartlett Scholarship Grant$10,0002055 regent drive rm 101
PAN MASSACHUSETTS CHALLENGE TRUST
77 4TH AVENEEDHAM HGTSMA02494N/APCGeneral & Unrestricted$7,300
PERSON TO PERSON INC
1864 POST RDDARIENCT06820N/APCEmergency Assistance Fund$1,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC
345 WHITNEY AVENEW HAVENCT06511N/APCstamford and bridgeport centers$20,000
N DANA
BATES COLLEGELEWISTONME04240NONEIThe J. Perry Bartlett Scholarship GRANT$10,0002 ANDREWS RD
B HERMAN
UNIVERSITY OF COLORADODENVERCO80203NONEIThe J. Perry Bartlett Scholarship GRANT$15,0001800 N GRANT ST STE 400
B PECK
UNIVERSITY OF COLORADODENVERCO80203NONEIThe J. Perry Bartlett Scholarship GRANT$10,0001800 N GRANT ST STE 400
D DAVIS
UNIVERSITY OF COLORADODENVERCO80203NONEIThe J. Perry Bartlett Scholarship GRANT$10,0001800 N GRANT ST STE 400
K VANN
UNIVERSITY OF COLORADODENVERCO80203NONEIThe J. Perry Bartlett Scholarship GRANT$10,0001800 N GRANT ST STE 400
W NELSON
UNIVERSITY OF COLORADODENVERCO80203NONEIThe J. Perry Bartlett Scholarship GRANT$10,0001800 N GRANT ST STE 400
K COLORADO
UNIVERSITY OF COLORADODENVERCO80203NONEIsummer school course SCHOLARSHIP GRANT$5,0001800 N GRANT ST STE 400
I ZELAYA
THE UNIVERSITY OF MICHIGANANN ARBORMI48109NONEIThe J. Perry Bartlett Scholarship GRANT$5,0003003 S STATE ST STE 9000
SPENCE SCHOOL
22 E 91ST STNEW YORKNY10128N/APCTeacher recognition Program$3,000
R Kraus
STANFORD UNIVERSITYSTANFORDCA94305noneIthe J. Perry Bartlett Scholarship Grant$10,000326 GALVEZ ST
STAYING PUT IN NEW CANAAN INC
PO BOX 484NEW CANAANCT06840N/APCGeneral & Unrestricted$20,000
SUMMER THEATRE OF NEW CANAAN INC
70 PINE STNEW CANAANCT06840N/APCGeneral & Unrestricted$10,000
J mUNDINGER
SWARTHMORE COLLEGESWARTHMOREPA19081NONEIThe J. Perry Bartlett Scholarship GRANT$10,000500 COLLEGE AVE PEARSON RM 015
TEXAS STATE AQUARIUM ASSOCIATION
2710 N SHORELINE BLVDCORP CHRISTITX78402N/APCGeneral & Unrestricted$1,000
G LEIFER
TULANE UNIVERSITYNEW ORLEANSLA70161NONEIThe J. Perry Bartlett Scholarship GRANT$10,000PO BOX 61075
E VAN BUSKIRK
UNIVERSITY OF CHICAGOCHICAGOIL60637NONEIThe J. Perry Bartlett SchoLARSHIP GRANT$5,0005801 S ELLIS AVE
S GUEGAN
UNIVERSITY OF PUGET SOUNDTACOMAWA98416NONEIThe J. Perry Bartlett SchoLARSHIP GRANT$10,0001500 N WARNER ST STOP 1075
I SOEHN
UNIVERSITY OF SOUTHERN CALIFORNIALOS ANGELESCA90089NONEIThe J. Perry Bartlett Scholarship GRANT$15,0003551 TROUSDALE PKWY ADM 160
J BURKHARDT
UNIVERSITY OF SOUTHERN CALIFORNIALOS ANGELESCA90089NONEIThe J. Perry Bartlett SchoLARSHIP GRANT$10,0003551 TROUSDALE PKWY ADM 160
E MIONA
VANDERBILT UNIVERSITYNASHVILLETN37240NONEIThe J. Perry Bartlett SchoLARSHIP GRANT$5,000
VASSAR COLLEGE
124 RAYMOND AVE BOX 725POUGHKEEPSIENY12604N/APCVassar Fund$5,000
VASSAR COLLEGE
124 RAYMOND AVE BOX 725POUGHKEEPSIENY12604N/APCThompson-Bartlett fellowships Program$20,000
VOICES OF SEPTEMBER 11 INC
161 CHERRY STNEW CANAANCT06840N/APCCharitable Event$5,100
WAVENY CARE CENTER INC
3 FARM RDNEW CANAANCT06840N/APCGeneral & Unrestricted$20,000
WAVENY CARE CENTER INC
3 FARM RDNEW CANAANCT06840N/APCfinancial assistance Program$5,000
WAVENY PARK CONSERVANCY INC
PO BOX 944NEW CANAANCT06840N/APCGeneral & Unrestricted$50,000
WHITE HERON THEATER COMPANY
5 N WATER STNANTUCKETMA02554N/APCbuy a brick Capital campaign$1,000
WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION
PO BOX 5281PRINCETONNJ08543N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$687,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$658ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,057,350ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,056,692ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,056,692TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBartlett James WContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1643 Oenoke Ridge RoadAddressLine1Txt
CityNew CanaanCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06840ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,406,200TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13-D SYSTEMS CORP. DEL DDD, 1500 sh.$22,6872016-04-01
13-D SYSTEMS CORP. DEL DDD, 1000 sh.$15,1252016-04-01
13-D SYSTEMS CORP. DEL DDD, 45000 sh.$680,6252016-04-01
13-D SYSTEMS CORP. DEL DDD, 28500 sh.$431,0632016-04-01
13-D SYSTEMS CORP. DEL DDD, 12000 sh.$181,5002016-04-01
13-D SYSTEMS CORP. DEL DDD, 12000 sh.$181,5002016-04-01
1ULTIMATE SOFTWARE GROUP, INC. ULTI, 7000 sh.$1,325,5902016-01-04
1ULTIMATE SOFTWARE GROUP, INC. ULTI, 3000 sh.$568,1102016-01-04

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockULTIMATE SOFTWARE GROUP, INC.StockNm
EOY Book Value$378,740EOYBookValueAmt
EOYFMV$364,700EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs 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, 2016, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $687,400. This amount represents over 25% of the Foundation's net assets of $1,654,354 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. 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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,500$10,500
Bank Charges$150$150
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2016CategoryTxt
Amt$43,400Amt

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