BARBERRY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARBERRY FOUNDATION INC (EIN 83-2480237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-26
- IRS object ID
- 202522999349100152
- Schema version
- 2024v5.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- 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 | 2025-10-26T14:51:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE N MILLMAN CPA | PreparerPersonNm |
| PTIN | P00438497 | PTIN |
| Phone | 8454254752 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,238,003 | 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 | $2,500,055 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106,854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106,854 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $418,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $418,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $552,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,770,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,907,028 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,907,028 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,484,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,432,037 | 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 | $3,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,009 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $755,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $749,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,729,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,430,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$4 | CashEOYAmt |
| Cash EOYFMV | -$4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,945,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,805,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,805,696 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $15,280 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,280 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,728,500 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,029,337 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,944,961 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $8,766,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,978,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,044,440 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $105,249 | OtherAssetsBOYAmt |
| Other Assets EOY | $427,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $427,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,546,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,256,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,238,003 | 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 | $15,546,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,256,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,546,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,256,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,546,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,256,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,546,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,729,832 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,275,930 | SubtotalAmt |
| Other Decreases | $19,203 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,256,727 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,777 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,777 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,777 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,423 | OverpaymentAmt |
| Applied To ES Tax | $400 | AppliedToESTaxAmt |
| Refund | $8,023 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 C DECKER | ||||||||
| PO BOX 101 | SUMMIT | NJ | 07901 | CO-PRESIDENT; TREASURER | 0.00 | $0 | $0 | $0 |
| LAUREN S DECKER | ||||||||
| PO BOX 101 | SUMMIT | NJ | 07901 | CO-PRESIDENT; SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID 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 OPPORTUNITIES FOR CHILDREN IN SCHOOL. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | PROVIDE YOUTH IN COMMUNITIES WITH POSTIVE ADULT ROLE MODELSTP MENTOR, SUPPORT AND EMPOWERS THEIR POTENTIALS. | 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 | $11,264,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,563,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,828,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,828,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,591,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $779,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $779,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,777 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,777 | TotalTaxAmt |
| Distributable Before Adj | $745,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $745,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $745,779 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $749,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $749,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $745,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $70,102 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $70,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $749,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $745,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,348 | 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 | $73,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $70,102 | ExcessFromYear2Amt |
| Excess From Current Year | $3,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM C DECKER | ContributingManagerNm |
| Contributing Manager | LAUREN S DECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 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) | 2024 ANNUAL FUND AND COLLEGE AND CAREER EDUCATION TO YOUNG MEN AND WOMEN IN NYC WITH LIMITED EDUCATIONAL AND COLLEGE PREPARATORY OPTIONS. | $100,000 |
| 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. | $50,000 |
| 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 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 622 WEST 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | N/A | 501(C)(3) | 2024 ANNUAL FUND TO ENSURE FACULTY RESEARCH, STUDENT FINANCIAL AID, AND INDUSTRY-FOCUSED PROGRAMS THAT BENEFIT STUDENTS, ALUMNI, & THE BUSINESS COMMUNITY. | $30,000 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSDALE | NJ | 07205 | N/A | 501(C)(3) | HELP FIGHT HUNGER AND POVERTY IN NEW JERSEY BY ASSISTING THOSE IN NEED & SEEKING LONG TERM SOLUTIONS. | $25,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | 501(C)(3) | SUPPORT THE NEW JERSEY FUND,A SPECIAL PROJECT FUND. | $100,000 |
| CONTEMPLATIVE OUTREACH | |||||||
| 1560 UNION VALLEY RD | WEST MILFORD | NJ | 07480 | N/A | 501(C)(3) | SUPPORT FOR THE MOVEMENT OF CENTERING PRAYER AND THE FURTHERANCE OF CONTEMPELTIVE LIFE . | $1,000 |
| GEORGETOWN UNVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | 501(C)(3) | SUPPORT CLASS OF 1964 ENDOWED FUND FOR THE GEORGETOWN SCHOLARS PROGRAM AND AD MAJOREUM DEI GLOIAM CURRENT USE FUND. | $50,000 |
| 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 IN UNDERSERVED AREAS IN SUMMIT, NJ. | $10,000 |
| KIPP NEW JERSEY | |||||||
| 60 PARK PLACE SUITE 802 | NEWARK | NJ | 07102 | N/A | 501(C)(3) | SUPPORT THE 2024 BE THE CHANGE SUMMIT SUPPORTING CHILDREN RECEIVING WORLD CLASS EDUCATION. | $50,000 |
| LAYFAYETTE COLLEGE | |||||||
| 307 MARKLE HALL | EASTON | PA | 18042 | N/A | 501(C)(3) | SUPPORT THE GUMMESON GROUNDS: MIKE BOURGER '44 FIELD AT OAKS STADIUM. | $50,000 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 WEST WISSAHICKON AVE | FLOURTOWN | PA | 190311899 | N/A | 501(C)(3) | 2024 MOUNT FUND APPEAL FOR MODERNIZING,RENOVATIONS AND REFURBISHMENTS. | $10,000 |
| 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) | 2024 ROBINHOOD BENEFIT SUPPORTING LOW-INCOME FAMILIES IN NEW YORK CITY WITH TOOLS AND EDUCATION FOR FIGHTING POVERTY. | $107,025 |
| SUMMIT AVENUE YMCA | |||||||
| 93 MORRIS AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | 2024 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) | 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) | TO PROVIDE ENRICHMENT, EDUCATION, SOCIAL SERVICE AND FITNESS PROGRAMS. | $20,000 |
| NEWARK EMERGENCY SERVICES | |||||||
| 982 BROAD ST | NEWARK | NJ | 07102 | N/A | 501(C)(3) | TO PROVIDE ASSISTANCE TO ESSEX COUNTY RESIDENTS WHO NEED EMERGENCY FOOD, CLOTHING, SHELTER, UTILITIES, RENT AND OTHER BASIC NEEDS IN TIMES OF CRISIS. | $25,000 |
| EMPOWERING KIDS ORGANIZATION | |||||||
| 61 MAPLE ST 1625 | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | TO SUPPORT THE ACADEMIC NEEDS OF STUDENTS WITH LEARNING DISABILITIES AND ENGLISH LANGUAGE LEARNERS. | $5,000 |
| COMMACK ALUMNI SCHLORSHIP FOUNDATION | |||||||
| 1 SCHOLAR LANE | COMMACK | NY | 11725 | N/A | 501(C)(3) | COMMACK ALUMNI SCHOLARSHIP FOUNDATION WHICH A FUNDS SPECIAL COMMUNITY PROGRAMS & FINANCIAL ASSISTANCE TO COMMACK FAMILIES FACING HARDSHIPS. | $5,000 |
| OAK KNOLL SCHOOL | |||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | OAK KNOLL SCHOOL CENTENNIAL CAMPAIGN TO SUPPORT PROGRAMS AT THE OAK KNOLL SCHOOL. | $2,500 |
| NEW JERSEY CONSERVATION FOUNDATION | |||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | N/A | 501(C)(3) | SUPPORT OF LAND CONSERVATION IN NEW JERSEY. | $25,000 |
| ST TERESA OF AVLIA | |||||||
| 306 MORRIS AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | SUNDAY OFFERING TO THE CHURCH. | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,025 | 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 | $106,854 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $418,155 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,907,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,984,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,984,886 | 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 |
|---|---|---|---|---|---|---|
| ADAM AND LAUREN DECKER | ||||||
| 1 | 19 LINDEN PLACE | SUMMIT | NJ | 07901 | $2,500,000 | Yes (X) |
| ADAM AND LAUREN DECKER | ||||||
| 2 | 19 LINDEN PLACE | SUMMIT | NJ | 07901 | $55 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,820 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR UNIT SER 1 | PURCHASED | $383,680 | $260,586 | COST | $0 | $123,094 | ||
| SPDR DOW JONES INDL AVG ET UT | PURCHASED | $221,554 | $135,961 | COST | $0 | $85,593 | 2024-09 | |
| UTLITIES SELECT SECTTOR SPDR FD | PURCHASED | $77,828 | $58,590 | COST | $0 | $19,238 | 2024-09 | 2021-03 |
| VANGUARD INDEX FDS VNGD GROWTH | PURCHASED | $402,690 | $236,390 | COST | $0 | $166,300 | ||
| VANGUARD SPEC FDS DIV APP ETF | PURCHASED | $302,063 | $187,716 | COST | $0 | $114,347 | ||
| VANGUARD WHITEHALL FDS HIGH DIV | PURCHASED | $95,930 | $56,276 | COST | $0 | $39,654 | 2024-09 | 2020-05 |
| MONSTER BREWING | PURCHASED | $5,247 | $5,070 | COST | $0 | $177 | 2024-06 | 2024-05 |
| ATMUS FILTRATION TECHNOLOGIES | PURCHASED | $31,484 | $27,038 | COST | $0 | $4,446 | 2024-03 | 2024-03 |
| GOLDMAN SACHS REDEMPTION | PURCHASED | $250,000 | $250,000 | COST | $0 | 2004-12 | 2024-08 | |
| JPMORGAN CHASE BANK | PURCHASED | $1,000,000 | $1,000,000 | COST | $0 | 2024-11 | 2023-12 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,029,337 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,944,961 | 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 & VANGUARD | AT COST | $5,353,335 | $5,418,987 |
| MERUS GLOBAL PARTNERS LLC | AT COST | $3,625,453 | $3,625,453 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PTET TAX REFUND RECEIVABLE-2023 | $105,249 | $108,452 | $108,452 |
| PTET TAX REFUND RECEIVABLE-2022 | $95,677 | $95,677 | |
| PTET TAX REFUND RECEIVABLE-2024 | $223,501 | $223,501 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 FEDERAL TAX PAID INVESTMENT INCOME | $2,003 |
| 2024 FEDERAL TAX PAID INVESTMENT INCOME | $17,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAL BOX FEE | $200 | $0 | $0 |
| INVESTMENT EXPENSES | $2,009 | $2,009 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERUS GLOBAL PARTNERS LLC | Desc |
| Revenue And Expenses Per Books | $1,907,028 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,907,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,907,028 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 NJ ANNUAL REPORT FEE | CategoryTxt |
| Amt | $55 | 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 |