Jim and Dede Bartlett Foundation

LAKE SUCCESS, NY 11042 EIN 462331849

Total Given 2016–2023
$8.7M
385 grants · $1.1M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $5K–$15K
grant size
65%
deep partner · 92/141 multi-year
repeat
$5.0M
Assets · 2021
141
Distinct recipients

About

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, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,190,000. This amount represents 25% or more of the Foundation's net assets of $4,964,386 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. 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 XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Arts & Culture Human Services Youth Development

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 8008391754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $687K $4.4M $2.3M 58
2017 $750K $4.0M $342K 67
2018 $991K $3.5M $567K 66
2019 N/A $5.9M $3.4M N/A
2020 $1.9M $5.0M $1.0M 59
2021 $2.2M $5.0M $2.3M 51
2022 $1.2M $3.8M $8K 46
2023 $927K $3.0M $109K 38

Grant Size Distribution

Based on 385 grants on record

Minimum
$1K
25th Pctl
$5K
Median
$10K
Average
$23K
75th Pctl
$15K
Maximum
$1.0M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
Dede Bartlett Co- Pres, Dir —
James W Bartlett Dir, Sec, Treas, Co- Pres —

Grants Awarded (385 total)

Purpose
LIFE SKILLS INTERNSHIPS THORNTON, CO $1,000,000 General & Unrestricted 2020
LIFE SKILLS INTERNSHIPS THORNTON, CO $1,000,000 General & Unrestricted 2021
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $200,000 General & Unrestricted 2022
NATIONAL DOMESTIC VIOLENCE HOTLINE AUSTIN, TX $200,000 General & Unrestricted 2022
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $200,000 General & Unrestricted 2023
VOICES OF SEPTEMBER 11 INC NEW CANAAN, CT $160,000 General & Unrestricted 2018
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $150,000 General support fund and COVID-19 Response Fund 2021
VASSAR COLLEGE POUGHKEEPSIE, NY $100,000 Twenty (20) 2021 Thompson-Bartlett Fellowships 2021
DOMESTIC VIOLENCE CRISIS CENTER STAMFORD, CT $100,000 General & Unrestricted 2021
VASSAR COLLEGE POUGHKEEPSIE, NY $100,000 twenty Thompson Bartlett Fellows fund 2022
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $100,000 COVID-19 Response Fund 2020
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $90,000 General & Unrestricted 2018
GETABOUT INC NEW CANAAN, CT $70,000 General & Unrestricted 2021
DOMESTIC VIOLENCE CRISIS CENTER STAMFORD, CT $70,000 General & Unrestricted 2023
NEW YORK UNIVERSITY New York, NY $60,000 10 Thompson-Bartlett Fellows Summer 2021 Fund 2021
NEW YORK UNIVERSITY New York, NY $60,000 Summer Research Fellowships at NYU 2023
NEW YORK UNIVERSITY New York, NY $60,000 10 THOMPSON-BARTLETT FELLOWS SUMMER 2020 FUND 2020
NEW YORK UNIVERSITY New York, NY $60,000 Ten Thompson Bartlett Summer Research Fellowships at NYU Tandon School of Engineering 2022
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $50,000 General & Unrestricted 2021
WAVENY CARE CENTER INC NEW CANAAN, CT $50,000 General & Unrestricted 2021
WAVENY CARE CENTER INC NEW CANAAN, CT $50,000 COVID-19 crisis assistance fund 2020
DOMESTIC VIOLENCE CRISIS CENTER NORWALK, CT $50,000 General & Unrestricted 2016
UNIVERSITY OF CHICAGO CHICAGO, IL $50,000 James Bartlett Fellowship fund - Harris School 2020
WAVENY PARK CONSERVANCY INC NEW CANAAN, CT $50,000 General & Unrestricted 2016
NEW CANAAN COMMUNITY FOUNDATION INC NEW CANAAN, CT $50,000 General & Unrestricted 2020