2017-10-06T12:14:33-05:00 2016-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2016-01-01 462331849 Jim and Dede Bartlett Foundation % Foundation Source JIMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAMES W BARTLETT co president 8008391754 2017-09-21 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520172795000001 2017-10-06 P 9D59D74B225D538E4555D08F8D8ED29667824494 259C731B7C7CCB55DA46458F0098BC0D5A2501CB 2016 2021-01-29 14:40:06Z X 4356192 X 3406200 658 658 -1057350 3190925 2696174 2349508 2696832 0 43400 10675 150 10525 54075 150 10525 687400 687400 741475 150 697925 1608033 2696682 1541384 3991492 3991492 1220815 378740 364700 2762199 4370232 4356192 0 0 X 2762199 4370232 2762199 4370232 2762199 4370232 2762199 1608033 4370232 4370232 Publicly-traded Securities 3190925 494751 2696174 2696174 2696174 false 565818 2054454 0.27541 645025 3056041 0.211066 297812 955696 0.311618 0 0 0.0 0 0 0.0 0.798094 0.266031 4310217 1146651 26967 1173618 697925 53934 53934 53934 46696 7238 53934 X 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 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 Co- Pres / Dir / Sec / Treas 1.0 0 0 0 1038068 3337787 0 4375855 0 4375855 65638 4310217 215511 215511 53934 53934 161577 161577 161577 697925 0 0 0 0 697925 697925 161577 2014 2013 2012 281683 521420 469509 1272612 697925 161577 536348 1808960 0 1808960 281683 521420 469509 536348 Dede Bartlett James W Bartlett X ARTS FOR HEALING INC 24 GROVE ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 5000 C Lingelbach BROWN UNIVERSITY OF PROVIDENCE CAMPUS BOX 1911 164 ANGELL ST PROVIDENCE RI 02912 none I The J. Perry Bartlett Scholarship grant 10000 K Svobada BROWN UNIVERSITY OF PROVIDENCE CAMPUS BOX 1911 164 ANGELL ST 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 b Long CORNELL UNIVERSITY PO BOX 752 ITHACA NY 14851 none I The J. Perry Bartlett Scholarship grant 10000 CORPORATE ALLIANCE TO END PARTNER VIOLENCE 2416 E WASHINGTON STE E BLOOMINGTON IL 61704 N/A PC General & Unrestricted 1000 DOMESTIC VIOLENCE CRISIS CENTER 16 RIVER ST NORWALK CT 06850 N/A PC General & Unrestricted 50000 C Ford Duke university PO BOX 90581 DURHAM NC 27708 NONE I The J. Perry Bartlett Scholarship GRANT 5000 EDUCATION FUND OF THE WOMENS FORUM INC 59 E 54TH ST STE 81 NEW YORK NY 10022 N/A SO I General & Unrestricted 10000 FIRST PRESBYTERIAN CHURCH 178 OENOKE RIDGE RD NEW CANAAN CT 06840 N/A PC General & Unrestricted 33000 FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC 200 BEDFORD ST MANCHESTER NH 03101 N/A PC Charitable Event 4000 GETABOUT INC PO BOX 224 NEW CANAAN CT 06840 N/A PC General & Unrestricted 20000 GROOVE WITH ME INC 186 E 123RD ST 2ND FL NEW YORK NY 10035 N/A PC General & Unrestricted 5000 JDRF INTERNATIONAL 26 BROADWAY 14TH FL NEW YORK NY 10004 N/A PC Charitable Event 1000 LEGAL MOMENTUM 5 HANOVER SQ NEW YORK NY 10004 N/A PC General & Unrestricted 20000 G GREGORICH MACALESTER COLLEGE 1600 GRAND AVE SAINT PAUL MN 55105 NONE I The J. Perry Bartlett Scholarship GRANT 10000 MEALS-ON-WHEELS OF NEW CANAAN INC PO BOX 231 NEW CANAAN CT 06840 N/A PC General & Unrestricted 20000 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 50000 NEW CANAAN HISTORICAL SOCIETY 13 OENOKE RDG NEW CANAAN CT 06840 N/A PC General & Unrestricted 1000 NEW CANAAN LAND CONSERVATION TRUST INC PO BOX 425 NEW CANAAN CT 06840 N/A PC Fowler property Campaign 25000 NEW CANAAN PRESERVATION ALLIANCE INC PO BOX 924 NEW CANAAN CT 06840 N/A PC General & Unrestricted 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 Summer 2016 Thompson Bartlett Fellowship Program 40000 L MEYERS NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE 250 CP BOSTON MA 02115 NONE I The J. Perry Bartlett Scholarship GRANT 10000 P Sessions university of colorado boulder 2055 regent drive rm 101 Boulder CO 80309 NONE I The J. Perry Bartlett Scholarship Grant 10000 PAN MASSACHUSETTS CHALLENGE TRUST 77 4TH AVE NEEDHAM HGTS MA 02494 N/A PC General & Unrestricted 7300 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC Emergency Assistance Fund 1000 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC 345 WHITNEY AVE NEW HAVEN CT 06511 N/A PC stamford and bridgeport centers 20000 N DANA BATES COLLEGE 2 ANDREWS RD LEWISTON ME 04240 NONE I The J. Perry Bartlett Scholarship GRANT 10000 B HERMAN UNIVERSITY OF COLORADO 1800 N GRANT ST STE 400 DENVER CO 80203 NONE I The J. Perry Bartlett Scholarship GRANT 15000 B PECK UNIVERSITY OF COLORADO 1800 N GRANT ST STE 400 DENVER CO 80203 NONE I The J. Perry Bartlett Scholarship GRANT 10000 D DAVIS UNIVERSITY OF COLORADO 1800 N GRANT ST STE 400 DENVER CO 80203 NONE I The J. Perry Bartlett Scholarship GRANT 10000 K VANN UNIVERSITY OF COLORADO 1800 N GRANT ST STE 400 DENVER CO 80203 NONE I The J. Perry Bartlett Scholarship GRANT 10000 W NELSON UNIVERSITY OF COLORADO 1800 N GRANT ST STE 400 DENVER CO 80203 NONE I The J. Perry Bartlett Scholarship GRANT 10000 K COLORADO UNIVERSITY OF COLORADO 1800 N GRANT ST STE 400 DENVER CO 80203 NONE I summer school course SCHOLARSHIP GRANT 5000 I ZELAYA THE UNIVERSITY OF MICHIGAN 3003 S STATE ST STE 9000 ANN ARBOR MI 48109 NONE I The J. Perry Bartlett Scholarship GRANT 5000 SPENCE SCHOOL 22 E 91ST ST NEW YORK NY 10128 N/A PC Teacher recognition Program 3000 R Kraus STANFORD UNIVERSITY 326 GALVEZ ST STANFORD CA 94305 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 20000 SUMMER THEATRE OF NEW CANAAN INC 70 PINE ST NEW CANAAN CT 06840 N/A PC General & Unrestricted 10000 J mUNDINGER SWARTHMORE COLLEGE 500 COLLEGE AVE PEARSON RM 015 SWARTHMORE PA 19081 NONE I The J. Perry Bartlett Scholarship GRANT 10000 TEXAS STATE AQUARIUM ASSOCIATION 2710 N SHORELINE BLVD CORP CHRISTI TX 78402 N/A PC General & Unrestricted 1000 G LEIFER TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 70161 NONE I The J. Perry Bartlett Scholarship GRANT 10000 E VAN BUSKIRK UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 NONE I The J. Perry Bartlett SchoLARSHIP GRANT 5000 S GUEGAN UNIVERSITY OF PUGET SOUND 1500 N WARNER ST STOP 1075 TACOMA WA 98416 NONE I The J. Perry Bartlett SchoLARSHIP GRANT 10000 I SOEHN UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PKWY ADM 160 LOS ANGELES CA 90089 NONE I The J. Perry Bartlett Scholarship GRANT 15000 J BURKHARDT UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PKWY ADM 160 LOS ANGELES CA 90089 NONE I The J. Perry Bartlett SchoLARSHIP GRANT 10000 E MIONA VANDERBILT UNIVERSITY NASHVILLE TN 37240 NONE I The J. Perry Bartlett SchoLARSHIP GRANT 5000 VASSAR COLLEGE 124 RAYMOND AVE BOX 725 POUGHKEEPSIE NY 12604 N/A PC Vassar Fund 5000 VASSAR COLLEGE 124 RAYMOND AVE BOX 725 POUGHKEEPSIE NY 12604 N/A PC Thompson-Bartlett fellowships Program 20000 VOICES OF SEPTEMBER 11 INC 161 CHERRY ST NEW CANAAN CT 06840 N/A PC Charitable Event 5100 WAVENY CARE CENTER INC 3 FARM RD NEW CANAAN CT 06840 N/A PC General & Unrestricted 20000 WAVENY CARE CENTER INC 3 FARM RD NEW CANAAN CT 06840 N/A PC financial assistance Program 5000 WAVENY PARK CONSERVANCY INC PO BOX 944 NEW CANAAN CT 06840 N/A PC General & Unrestricted 50000 WHITE HERON THEATER COMPANY 5 N WATER ST NANTUCKET MA 02554 N/A PC buy a brick Capital campaign 1000 WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION PO BOX 5281 PRINCETON NJ 08543 N/A PC General & Unrestricted 1000 687400 14 658 18 -1057350 -1056692 -1056692 false false false false false false false false false false X X 1 Bartlett James W 643 Oenoke Ridge Road New Canaan CT 06840 3406200 X 1 3-D SYSTEMS CORP. DEL DDD, 1500 sh. 22687 2016-04-01 1 3-D SYSTEMS CORP. DEL DDD, 1000 sh. 15125 2016-04-01 1 3-D SYSTEMS CORP. DEL DDD, 45000 sh. 680625 2016-04-01 1 3-D SYSTEMS CORP. DEL DDD, 28500 sh. 431063 2016-04-01 1 3-D SYSTEMS CORP. DEL DDD, 12000 sh. 181500 2016-04-01 1 3-D SYSTEMS CORP. DEL DDD, 12000 sh. 181500 2016-04-01 1 ULTIMATE SOFTWARE GROUP, INC. ULTI, 7000 sh. 1325590 2016-01-04 1 ULTIMATE SOFTWARE GROUP, INC. ULTI, 3000 sh. 568110 2016-01-04 ULTIMATE SOFTWARE GROUP, INC. 378740 364700 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, 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. Administrative Fees 10500 10500 Bank Charges 150 150 State or Local Filing Fees 25 25 990-PF Estimated Tax for 2016 43400