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BARTLETT ARBORETUM ASSOCIATION, INC.

Company Details

Entity Name: BARTLETT ARBORETUM ASSOCIATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Date Formed: 07 Jan 1966 (Companies founded in January 1966)
Business ALEI: 0051878
Annual report due: 07 Jan 2025
NAICS code: 712130 - Zoos and Botanical Gardens
Business address: 151 BROOKDALE ROAD, STAMFORD, CT, 06903, United States
Mailing address: 151 BROOKDALE ROAD, STAMFORD, CT, United States, 06903
ZIP code: 06903 (Companies in Fairfield, 06903)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: tkay@bartlettarboretum.org

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
KMKQJT1NRE16 2024-12-14 151 BROOKDALE RD, STAMFORD, CT, 06903, 4119, USA 151 BROOKDALE ROAD, STAMFORD, CT, 06903, 4199, USA

Business Information

URL www.bartlettarboretum.org
Congressional District 04
State/Country of Incorporation CT, USA
Activation Date 2024-01-02
Initial Registration Date 2008-07-16
Entity Start Date 1966-02-01
Fiscal Year End Close Date Jun 30

Service Classifications

NAICS Codes 813312

Points of Contacts

Electronic Business
Title PRIMARY POC
Name TRACY KAY
Address 151 BROOKDALE ROAD, STAMFORD, CT, 06903, 4199, USA
Title ALTERNATE POC
Name TRACY KAY
Address 151 BROOKDALE ROAD, STAMFORD, CT, 06903, 4199, USA
Government Business
Title PRIMARY POC
Name TRACY KAY
Address 151 BROOKDALE ROAD, STAMFORD, CT, 06903, 4199, USA
Title ALTERNATE POC
Name TRACY KAY
Address 151 BROOKDALE ROAD, STAMFORD, CT, 06903, 4199, USA
Past Performance
Title PRIMARY POC
Name TRACY KAY
Address 151 BROOKDALE ROAD, STAMFORD, CT, 06903, USA
Title ALTERNATE POC
Name TRACY KAY
Address 151 BROOKDALE ROAD, STAMFORD, CT, 06903, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARTLETT ARBORETUM ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2023 066079591 2024-07-16 BARTLETT ARBORETUM ASSOCIATION 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2033226871
Plan sponsor’s address 151 BROOKDALE RD, STAMFORD, CT, 06903

Signature of

Role Plan administrator
Date 2024-07-16
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BARTLETT ARBORETUM ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2022 066079591 2023-04-11 BARTLETT ARBORETUM ASSOCIATION 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2033226871
Plan sponsor’s address 151 BROOKDALE RD, STAMFORD, CT, 06903

Signature of

Role Plan administrator
Date 2023-04-11
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BARTLETT ARBORETUM ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2021 066079591 2022-05-13 BARTLETT ARBORETUM ASSOCIATION 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2033226871
Plan sponsor’s address 151 BROOKDALE RD, STAMFORD, CT, 06903

Signature of

Role Plan administrator
Date 2022-05-13
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BARTLETT ARBORETUM ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2020 066079591 2021-05-03 BARTLETT ARBORETUM ASSOCIATION 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2033226871
Plan sponsor’s address 151 BROOKDALE RD, STAMFORD, CT, 06903

Signature of

Role Plan administrator
Date 2021-05-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BARTLETT ARBORETUM ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2019 066079591 2020-04-22 BARTLETT ARBORETUM ASSOCIATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2033226871
Plan sponsor’s address 151 BROOKDALE RD, STAMFORD, CT, 06903

Signature of

Role Plan administrator
Date 2020-04-22
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BARTLETT ARBORETUM ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 2018 066079591 2019-05-10 BARTLETT ARBORETUM ASSOCIATION 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2033226871
Plan sponsor’s address 151 BROOKDALE RD, STAMFORD, CT, 06903

Plan administrator’s name and address

Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of

Role Plan administrator
Date 2019-05-10
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
JAMES M. RUBINO Agent 1100 SUMMER STREET, STAMFORD, CT, 06905, United States +1 203-487-5264 ACCOUNTING@BARTLETTARBORETUM.ORG 38 EAST LANE, STAMFORD, CT, 06905, United States

Officer

Name Role Business address Residence address
PETER W. RUSSELL Officer 151 BROOKDALE RD, STAMFORD, CT, 06903, United States 3116 HIGH RIDGE ED, STAMFORD, CT, 06903, United States
RANDY SKIGEN Officer 888 WASHINGTON BLVD, STAMFORD, CT, 06901, United States 51 BOULDER BROOK DRIVE, STAMFORD, CT, 06903, United States
Nick Attard Officer No data 237 Taunton Rd, Fairfield, CT, 06824-3841, United States
Tracy Kay Officer 151 Brookdale Rd, Stamford, CT, 06903-4119, United States 1758 High Ridge Road, Stamford, CT, 06903, United States
LEIGH SHEMITZ Officer 1281 COVE RD, STAMFORD, CT, 06902, United States 135 HANNAS RD, STAMFORD, CT, 06903, United States
MARY BORBA Officer 68 HANNAHS RD, STAMFORD, CT, 06903, United States 68 HANNAHS RD, STAMFORD, CT, 06903, United States

Director

Name Role Business address Residence address
RANDY SKIGEN Director 888 WASHINGTON BLVD, STAMFORD, CT, 06901, United States 51 BOULDER BROOK DRIVE, STAMFORD, CT, 06903, United States
LEIGH SHEMITZ Director 1281 COVE RD, STAMFORD, CT, 06902, United States 135 HANNAS RD, STAMFORD, CT, 06903, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
LCO.0010222 TEMPORARY CHARITABLE ORGANIZATION LIQUOR INACTIVE No data No data 2022-09-18 2022-09-18
LTN.0000969 TEMPORARY NONCOMMERCIAL LIQUOR PERMIT INACTIVE No data No data 2024-06-05 2024-06-05
CHR.0009682-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE No data No data No data No data
LTN.0000194 TEMPORARY NONCOMMERCIAL LIQUOR PERMIT INACTIVE No data No data 2023-09-10 2023-09-10
LTN.0001422 TEMPORARY NONCOMMERCIAL LIQUOR PERMIT INACTIVE No data No data 2024-09-15 2024-09-15
CHR.0050199 PUBLIC CHARITY ACTIVE CURRENT 2021-03-05 2024-06-01 2025-05-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012218950 2023-12-08 No data Annual Report Annual Report No data
BF-0011088209 2023-01-11 No data Annual Report Annual Report No data
BF-0010173750 2022-01-06 No data Annual Report Annual Report 2022
BF-0010085302 2021-07-14 2021-07-14 Interim Notice Interim Notice No data
0007200976 2021-03-03 No data Annual Report Annual Report 2021
0006747998 2020-02-05 No data Annual Report Annual Report 2020
0006714513 2020-01-07 No data Annual Report Annual Report 2019
0006610456 2019-07-31 No data Annual Report Annual Report 2018
0005764106 2017-02-08 No data Annual Report Annual Report 2017
0005474215 2016-01-27 No data Annual Report Annual Report 2016

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website