JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201501289349100430
- Schema version
- 2014v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T11:04:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| 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 | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-04-08 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,501,046 | 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 | $1,435,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $894 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,578,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,459,109 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,563,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,460,003 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,875 | 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 | $47,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $634,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $634,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $682,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $881,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,459,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $882,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,780,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,780,096 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,543,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,528,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $720,950 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,426,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,308,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,501,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,426,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,308,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,426,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,308,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,426,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,308,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,426,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $881,680 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,308,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,308,311 | 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 | $1,578,386 | GrossSalesPriceAmt |
| Cost Or Other Basis | $119,277 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,459,109 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,459,109 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,459,109 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,812 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $955,696 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.311618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.311618 | TotalDistributionRt |
| Average Distribution | 0.311618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,056,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $952,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,599 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $966,916 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $645,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,197 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,197 | SubtotalAmt |
| Tax Based On Investment Income | $29,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $103 | OverpaymentAmt |
| Applied To ES Tax | $103 | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|
| Dede Bartlett | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 |
| James W Bartlett | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir / Sec / Treas | 3.0 | $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 | $965,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,137,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,102,580 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,102,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,056,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,197 | TotalTaxAmt |
| Distributable Before Adj | $123,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,025 | 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 | $645,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $645,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,605 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $281,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $645,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $521,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $803,103 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $803,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $281,683 | ExcessFromYear1Amt |
| Excess From Current Year | $521,420 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES W BARTLETT | ContributingManagerNm |
| Contributing Manager | DEDE BARTLETT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY CENTRAL ASIA FOUNDATION | |||||||
| 4219 PLAYER CIR | ORLANDO | FL | 32808 | N/A | PC | General & Unrestricted | $1,000 |
| ARTS FOR HEALING INC | |||||||
| 24 GROVE ST | NEW CANAAN | CT | 06840 | N/A | PC | Scholarship Fund | $5,000 |
| BOULDER VALLEY SCHOOL DISTRICT | |||||||
| 6600 E ARAPAHOE RD | BOULDER | CO | 80303 | N/A | PC | Millenium Lab at Boulder High School, Sculpt software, Touch Haptic, and 3D print cartridges | $6,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 60 WELLINGTON RD | MILFORD | CT | 06461 | N/A | PC | the Boy Scouts of America's programs and organizational costs | $1,000 |
| CORNELL UNIVERSITY | |||||||
| PO BOX 752 | ITHACA | NY | 14851 | N/A | PC | General & Unrestricted | $5,000 |
| CORPORATE ALLIANCE TO END PARTNER VIOLENCE | |||||||
| 2416 E WASHINGTON STE E | BLOOMINGTON | IL | 61704 | N/A | PC | General & Unrestricted | $1,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| DOMESTIC VIOLENCE CRISIS CENTER | |||||||
| 777 SUMMER ST | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $25,000 |
| EDUCATION FUND OF THE WOMENS FORUM INC | |||||||
| 59 E 54TH ST STE 81 | NEW YORK | NY | 10022 | N/A | SO I | General & Unrestricted | $20,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 178 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $53,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 178 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | N/A | PC | Choir robes | $11,000 |
| GAIT THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 69 | MILFORD | PA | 18337 | N/A | PC | General & Unrestricted | $10,000 |
| 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 |
| 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 | $3,000 |
| NEW CANAAN CHAMBER CHARITABLE FOUNDATION INC | |||||||
| 91 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $70,000 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | Charitable Event | $10,000 |
| NEW CANAAN HISTORICAL SOCIETY | |||||||
| 13 OENOKE RDG | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 |
| NEW CANAAN LAND CONSERVATION TRUST INC | |||||||
| PO BOX 425 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $10,000 |
| 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 Research Program | $36,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | Jill Effect Fund | $5,000 |
| PERSON TO PERSON INC | |||||||
| 1864 POST RD | DARIEN | CT | 06820 | N/A | PC | Emergency Assistance Program | $5,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Planned Parenthood centers Stamford and Bridgeport | $20,000 |
| PRESIDENT AND TRUSTEES OF BATES COLLEGE | |||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | N/A | PC | General & Unrestricted | $10,000 |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 1800 N GRANT ST STE 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $35,000 |
| SPENCE SCHOOL | |||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | teacher compensation Program | $3,000 |
| STANFORD UNIVERSITY | |||||||
| 355 GALVEZ ST MONTAG HALL | STANFORD | CA | 94305 | N/A | PC | Scholarship Fund | $5,000 |
| STAYING PUT IN NEW CANAAN INC | |||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $20,000 |
| STAYING PUT IN NEW CANAAN INC | |||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | N/A | PC | Jane Nyce Fund | $10,000 |
| SUMMER THEATRE OF NEW CANAAN INC | |||||||
| 70 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 SWARTHMORE AVE | SWARTHMORE | PA | 19081 | N/A | PC | General & Unrestricted | $5,000 |
| THE NEW CANAAN COMMUNITY YOUNG MENS CHRISTIAN | |||||||
| 564 S AVE | NEW CANAAN | CT | 06840 | N/A | PC | Stonger Future Capital Campaign | $10,000 |
| TOWN PLAYERS OF NEW CANAAN INC | |||||||
| PO BOX 201 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF PURDUE UNIVERSITY | |||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 1427 E 60TH ST STE 120 | CHICAGO | IL | 60637 | N/A | PC | James Bartlett Fellowships Harris School Scholarship | $42,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 N GRANT ST STE 725 | DENVER | CO | 80203 | N/A | PC | Bartlett Internships for Economics Program | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY ADM 160 | LOS ANGELES | CA | 90089 | N/A | PC | General & Unrestricted | $15,000 |
| US FOUNDATION FOR THE INSPIRATION & RECOGNITIOn | |||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | PC | the Landsharks from Boulder High School | $4,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | General & Unrestricted | $5,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | Thompson Bartlett Fellows Program | $20,000 |
| VOICES OF SEPTEMBER 11 INC | |||||||
| 161 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $5,000 |
| WAVENY CARE CENTER INC | |||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | N/A | PC | Waveny financial assistance program | $5,000 |
| WAVENY CARE CENTER INC | |||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | N/A | PC | annual appeal, the financial assistance program, and the adult day scholarship Program | $40,000 |
| 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 | $634,500 | 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 | $894 | 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 | $127,411 | 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 | $128,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,305 | 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 | $1,435,425 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3-D SYSTEMS CORP. DEL DDD, 15000 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,435,425 | FairMarketValueAmt |
| Received | 2014-01-03 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3-D SYSTEMS CORP. DEL | $1,220,815 | $427,310 |
| ULTIMATE SOFTWARE GROUP, INC. | $307,400 | $293,640 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $29,300 |
| 990-PF Extension for 2013 | $7,575 |
Comments