BARBERRY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BARBERRY FOUNDATION INC (EIN 83-2480237)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202213119349100856
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T10:46:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133874143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCE N MILLMAN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PERLMAN DR STE 203 | AddressLine1Txt |
| City | SPRING VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832480237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBERRY FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 2158722117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 101 | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM DECKER | PersonNm |
| Person Title | CO-PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2158722117 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | DECKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE N MILLMAN CPA | PreparerPersonNm |
| PTIN | P00438497 | PTIN |
| Phone | 8454254752 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,516,430 | 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 | $4,484,312 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,297 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,200 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,490,505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,490,505 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,029,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,544,904 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $17 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,386 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,641,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,543,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,548,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,634,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,634,147 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $92,562 | AcctRcvblAmt |
| Acct Rcvbl EOY | $92,562 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $92,562 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $242,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $242,900 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $3,551,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,149,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,546,821 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,100,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,118,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,516,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,100,125 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,118,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,100,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,118,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,100,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,118,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,100,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,641,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,742,099 | SubtotalAmt |
| Other Decreases | $624,089 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,118,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,200 | GrossSalesPriceAmt |
| Gain Or Loss | $2,200 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,200 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,501 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,741 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $103 | EsPenaltyAmt |
| Overpayment | $11,183 | OverpaymentAmt |
| Applied To ES Tax | $11,183 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ADAM DECKER | IndividualWithBooksNm |
| Phone | 2158722117 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 101 | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADAM DECKER | ||||||||
| PO BOX 101 | SUMMIT | NJ | 07902 | CO-PRESIDENT; TREASURER | 0.00 | $0 | $0 | $0 |
| LAUREN DECKER | ||||||||
| PO BOX 101 | SUMMIT | NJ | 07902 | CO-PRESIDENT; SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID N DECKER | ||||||||
| 114 BARBERRY RD | NORTH WALES | PA | 19454 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT COLLEGE AND CAREER EDUCATION TO YOUNG MEN AND WOMEN IN NYC WITH LIMITED EDUCATIONAL OPTIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | SUPPORTING LOW-INCOME FAMILIES IN NEW YORK CITY WITH TOOLS AND EDUCATION FOR FIGHTING POVERTY. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | DEVELOPMENT AND LEADERSHIP TO SUPPORT AND EXPAND OPPORTUNTITIES FOR CHILDREN IN SCHOOL. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | TO PROVIDE AN EXCEPTIONAL EDUCATION EXPERIENCE FOR CHILDREN FROM NEWARK, PATTERSON AND THE SURROUNDING NJ COMMUNITIES. | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,147,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,218,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,365,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,365,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,240,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,455 | TotalTaxAmt |
| Distributable Before Adj | $390,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $390,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $390,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $35,845 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $370,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,069 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,069 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,776 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $15,776 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM DECKER | ContributingManagerNm |
| Contributing Manager | LAUREN DECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNUAL FUND OF CHRISTO REY NEW YORK HIGH SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | N/A | 501(C)(3) | 2021 ANNUAL FUND COLLEGE AND CAREER EDUCATION TO YOUNG MEN AND WOMEN IN NYC WITH LIMITED EDUCATIONAL OPTIONS. | $50,000 |
| COMMACK HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| 74 WINTERCRESS LANE | EAST NORTHPORT | NY | 11731 | N/A | 501(C)(3) | TO HELP PROVIDE SCHOLARSHIPS TO GRADUATES OF COMMACK HIGH SCHOOL. | $5,000 |
| CONTEMPLATIVE OUTREACH | |||||||
| 1560 UNION VALLEY RD | WEST MILFORD | NJ | 07480 | N/A | 501(C)(3) | SUPPORT FOR THE MOVEMENT OF CENTERING PRAYER | $500 |
| GEORGETOWN UNVERSITY-GSP NECESSITY FUND | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | 501(C)(3) | PROVIDE CRITICAL EMERGENCY FUNDS DURING THE CURRENT CRISIS TO THE MOST VULNERABLE STUDENTS FOR FOOD, HOUSING, TECHNOLOGY, STORAGE, TRAVEL & MENTAL HEALTH SUPPORT. | $25,000 |
| KIPP NEW JERSEY | |||||||
| 60 PARK PLACE SUITE 802 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | SUPPORT OF NONPROFIT EDUCATIONAL PROGRAMS IN THE PUBLIC SCHOOLS. | $50,000 |
| LAYFAYETTE COLLEGE | |||||||
| 307 MARKLE HALL | EASTON | PA | 18042 | N/A | 501(C)(3) | SUPPORT THE COLLEGE MEN'S SOCCER CLUB. | $25,000 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 WEST WISSAHICKON AVE | FLOURTOWN | PA | 190311899 | N/A | 501(C)(3) | 2021 MOUNT FUND APPEAL FOR MODERNIZING,RENOVATIONS AND REFURBISHMENTS. | $5,000 |
| REEVES REED ARBORETUM | |||||||
| 165 HOBART AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | TO SUPPORT THE PUBLIC EDUCATION,PROGRAMS AND PRESERVATION OF THE HISTORIC COUNTRY ESTATE. | $10,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY9TH FLOOR | NEW YORK | NY | 10003 | N/A | 501(C)(3) | SUPPORTING LOW-INCOME FAMILIES IN NEW YORK CITY WITH TOOLS AND EDUCATION FOR FIGHTING POVERTY. | $50,000 |
| SUMMIT AVENUE YMCA | |||||||
| 93 MORRIS AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | 2021 SUMMIT YMCA ANNUAL CAMPAIGN FOR PROGRAMS AND SERVICES. | $15,000 |
| TEACH FOR AMERICA NEW JERSEY | |||||||
| 50 PARK PLACE2ND FLOOR | NEWARK | NJ | 07902 | N/A | 501(C)(3) | SUPPORTING DEVELOPMENT AND LEADERSHIP TO SUPPORT AND EXPAND OPPORTUNTITIES FOR CHILDREN IN SCHOOL. | $50,000 |
| THE CONNECTION FOR WOMEN AND FAMILIESINC | |||||||
| 79 MAPLE ST | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | 2021 GALA TO PROVIDE ENRICHMENT, EDUCATION, SOCIAL SERVICE AND FITNESS PROGRAMS. | $10,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 550 BROAD ST STE 604 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | PROVIDE YOUTH IN COMMUNITIES WITH POSITIVE ADULT ROLE MODELS TO MENTOR,SUPPORT & EMPOWER THEIR POTENTIALS. | $25,000 |
| BRIDGES OUTREACH INC | |||||||
| PO BOX 1444 | SUMMIT | NJ | 079021444 | N/A | 501(C)(3) | MEET THE NEEDS OF PEOPLE EXPERIENCING HOMELESSNESS AND TO HELP PREVENT HOMELESSNESS. | $10,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | 501(C)(3) | SUPPORT TO THE NJ CONSORTIUMM FOR IMMIGRANT CHILDREN. | $25,000 |
| GRACE-GIVING AND RECEIVING ASSISTANCE FOR OUR COMMUNITY'S ESSENTIALSINC | |||||||
| 100 MORRIS AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | FOR MEETING COMMUNITY NEEDS TO ENABLE GOOD HEALTH AND SUPPORT TO VULNERABLE ADULTS | $10,000 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 622 WEST 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | N/A | 501(C)(3) | 2021 ANNUAL FUND TO ENSURE FACULTY RESEARCH, STUDENT FINANCIAL AID, AND INDUSTRY-FOCUSED PROGRAMS THAT BENEFIT STUDENTS, ALUMNI, & THE BUSINESS COMMUNITY. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,297 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,902 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,490,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,544,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,544,904 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ADAM AND LAUREN DECKER | |||||||
| 1 | 19 LINDEN PLACE | SUMMIT | NJ | 07901 | $3,000,000 | Yes (X) | |
| ADAM DECKER | |||||||
| 2 | 19 LINDEN PLACE | SUMMIT | NJ | 07901 | $1,484,312 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1.5% EQUITY OWNERSHIP MERUS GLOBAL MANAGEMENT LLC | NoncashPropertyDesc |
| Fair Market Value | $1,484,312 | FairMarketValueAmt |
| Received | 2021-09-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $242,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $242,900 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED PRODUCTS | AT COST | $1,987,590 | $2,385,110 |
| MERUS GLOBAL PARTNERS LLC | AT COST | $3,161,711 | $3,161,711 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 FEDERAL TAX PAID INVESTMENT INCOME | $8,464 |
| 2019 AND 2018 FEDERAL TAX PAID INVESTMENT INCOME | $31 |
| 2021 FEDERAL TAX PAID INVESTMENT INCOME | $10,240 |
| PRIOR PERIOD NET ASSET ADJUSTMENT | $605,354 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $0 | $0 | $0 |
| POSTAL BOX FEE | $146 | $0 | $0 |
| INVESTMENT EXPENSES | $1,386 | $1,386 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MERUS GLOBAL MANAGEMENT LLC | $1,205,467 | $1,205,467 | $1,205,467 |
| MERUS GLOBAL PARTNERS LLC | $285,038 | $285,038 | $285,038 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPRASIAL FEES | CategoryTxt |
| Amt | $11,943 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM AND LAUREN DECKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 LINDEN PLACE | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079013438 | ZIPCd |