BARBERRY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARBERRY FOUNDATION INC (EIN 83-2480237)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-03
- IRS object ID
- 202143079349101419
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-03T12:27:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-29 | 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 | 2021-10-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,616,189 | 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 | $4,091,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $733 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $708,147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $708,147 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,825,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $734,542 | 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 | $3,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,632,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $734,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,964,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,548,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,548,797 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $506,756 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,551,328 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,067,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,471,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,100,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,616,189 | 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 | $2,471,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,100,125 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,471,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,100,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,471,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,100,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,471,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,632,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,103,701 | SubtotalAmt |
| Other Decreases | $3,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,100,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR ENERGY | 2020-02-27 | 2020-06-08 | $46,499 | $47,075 | -$576 | -$576 |
| SELECT SECTOR SPDR TR ENERGY | 2020-02-28 | 2020-06-08 | $23,249 | $21,940 | $1,309 | $1,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,210 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,210 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,419 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,179 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $6,045 | TaxDueAmt |
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 | Yes (1) | 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 | PROVIDE CRITICAL EMERGENCY FUNDS DURING THE CURRENT CRISIS TO THE MOST VULNERABLE STUDENTS FOR FOOD, HOUSING, TECHNOLOGY, STORAGE, TRAVEL & MENTAL HEALTH SUPPORT. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | NEW JERSEY COVID-19 PANDEMIC RELIEF | 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 | $1,186,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,587,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,773,937 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,773,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,732,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,210 | TotalTaxAmt |
| Distributable Before Adj | $126,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,406 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,749 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,749 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,845 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,845 | 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 | $35,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $35,845 | ExcessFromCurrentYearAmt |
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 (15 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 RAY NEW YORK HIGH SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | N/A | 501(C)(3) | COLLEGE AND CAREER EDUCATION TO YOUNG MEN AND WOMEN IN NYC WITH LIMITED EDUCATIONAL OPTIONS. | $50,000 |
| 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 SUITE 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. | $20,000 |
| LAYFAYETTE COLLEGE | |||||||
| 307 MARKLE HALL | EASTON | PA | 18042 | N/A | 501(C)(3) | SUPPORT THE COLLEGE MEN'S SOCCER CLUB. | $10,000 |
| 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. | $1,000 |
| JOHN W HALLAHAN CATHOLIC GIRLS HIGH SCHOOL | |||||||
| 311 N 19TH ST | PHILADELPHIA | PA | 19103 | N/A | 501(C)(3) | COMMITMENT TO ACADEMIC PROGRAMS AND ACTIVITIES OF THE HIGH SCHOOL. | $1,000 |
| JUNIOR LEAGUE OF SUMMIT INC | |||||||
| 37 DEFOREST AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | THE PROGRAM GRACE- GIVING AND RECEIVING ASSISTANCE FOR THE COMMUNITY'S ESSENTIALS. | $5,000 |
| KIPP NEW JERSEY | |||||||
| 60 PARK PLACE SUITE 802 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | SUPPORT OF THE NONPROFIT EDUCATIONAL PROGRAMS IN THE PUBLIC SCHOOLS. | $25,000 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 WEST WISSAHICKON AVE | FLOURTOWN | PA | 190311899 | N/A | 501(C)(3) | 2020 MOUNT FUND APPEAL FOR MODERNIZING,RENOVATIONS AND REFURBISHMENTS. | $2,500 |
| NJ PANDEMIC RELIEF FUND | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | 501(C)(3) | FUNDS TO FIGHT THE MEDICAL, SOCIAL AND ECONOMIC IMPACT OF COVID-19 ON NEW JERSEY. | $5,000 |
| SUMMIT AVENUE YMCA | |||||||
| 93 MORRIS AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | 2020 SUMMIT YMCA ANNUAL CAMPAIGN FOR PROGRAMS AND SERVICES. | $10,000 |
| TEACH FOR AMERICA NEW JERSEY | |||||||
| 50 PARK PLACE2ND FLOOR | NEWARK | NJ | 07902 | N/A | 501(C)(3) | DEVELOPMENT AND LEADERSHIP TO SUPPORT AND EXPAND OPPORTUNTITIES FOR CHILDREN IN SCHOOL. | $25,000 |
| THE CONNECTION FOR WOMEN AND FAMILIESINC | |||||||
| 79 MAPLE ST | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | 2020 GALA TO PROVIDE ENRICHMENT, EDUCATION, SOCIAL SERVICE AND FITNESS PROGRAMS. | $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. | $5,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY9TH FLOOR | NEW YORK | NY | 10003 | N/A | 501(C)(3) | TO REDUCE THE LONG-TERM IMPACTS OF COVID-19 WITH SUPPORT FOR LOW-INCOME NYC FAMILIES. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,662 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $708,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $734,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $734,542 | 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 | $2,500,000 | Yes (X) | |
| ADAM DECKER | |||||||
| 2 | 19 LINDEN PLACE | SUMMIT | NJ | 07901 | $1,591,000 | 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 | $1,591,000 | FairMarketValueAmt |
| Received | 2020-10-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERUS GLOBAL MANAGEMENT LLC | AT COST | $2,634,012 | $2,021,401 |
| EXCHANGE TRADED PRODUCTS | AT COST | $917,316 | $1,045,991 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 FEDERAL TAX PAID INVESTMENT INCOME | $1,760 |
| 2019 AND 2018 FEDERAL TAX PAID INVESTMENT INCOME | $1,816 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $30 | $0 | $0 |
| POSTAL BOX FEE | $118 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERUS GLOBAL MANGEMENT LLC | Desc |
| Revenue And Expenses Per Books | $708,147 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $708,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $708,147 | AdjustedNetIncomeAmt |
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 |