THE INVISIBLE HAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE INVISIBLE HAND FOUNDATION (EIN 46-1550110)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-09
- IRS object ID
- 202302219349100330
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-09T15:01:14-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461550110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND DARIA BARRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5613315181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S ROSEMARY AVE 204147 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARIA BECKER BARRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5613315181 | PhoneNum |
| Signature | 2023-07-24 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARIA | PersonFirstNm |
| Person Last | BECKER BARRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2023-07-24 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $400,017,328 | 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 | $60,274,614 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $778 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,011,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,011,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,515,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,575,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,515,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,802,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,527,808 | 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 | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $429,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $441,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,756,701 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,756,701 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,198,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,756,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,603,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,515,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,025 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $336,578,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $394,168,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $400,010,303 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $336,578,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,175,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,017,328 | 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 | $336,578,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $394,175,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,578,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,175,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,578,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,175,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,578,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,603,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $992,902 | OtherIncreasesAmt |
| Subtotal | $394,175,162 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $394,175,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $63,474 | $60,189 | $3,285 | $3,285 |
| CAPITAL GAINS DIVIDENDS | P | $3,512,019 | $3,512,019 | $3,512,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,515,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $215,670 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $215,670 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $215,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $313,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $313,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $97,930 | OverpaymentAmt |
| Applied To ES Tax | $97,930 | 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 | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BARRYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5613315181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S ROSEMARY AVE SUITE 204-147 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN FRANCIS BARRY III | ||||||||
| 700 S ROSEMARY AVE NO 204-147 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DARIA BECKER BARRY | ||||||||
| 700 S ROSEMARY AVE NO 204-147 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 5.00 | $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 |
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 | $482,902,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $482,906,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $482,906,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,243,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $475,662,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,783,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,783,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215,670 | TotalTaxAmt |
| Distributable Before Adj | $23,567,461 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,567,461 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,567,461 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,756,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,756,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,567,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,747,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,756,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,747,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,558,437 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN FRANCIS BARRY III | ContributingManagerNm |
| Contributing Manager | DARIA BECKER BARRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAPTAINS FOR CLEAN WATER | ||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33902 | PC | RESTORING & PROTECTING MARINE ECOSYSTEMS | $50,000 |
| CHILD HOPE WORLDWIDE | ||||||
| POST OFFICE BOX 4447 | EASTON | PA | 18043 | PC | PROVIDE A LOVING HOME AND EDUCATION FOR ABANDONED CHILDREN. | $60,000 |
| COMMUNITY SOLUTIONS | ||||||
| 60 BROAD STREET SUITE 2510 | NEW YORK | NY | 10004 | PC | END HOMELESSNESS | $100,000 |
| CONNECTICUT FUND FOR THE ENVIRONMENT - SAVE THE SOUND | ||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | PC | ENVIRONMENTAL PROTECTION | $200,000 |
| ELM INSTITUTE | ||||||
| 129 CHURCH STREET SUITE 500-502 | NEW HAVEN | CT | 06510 | PC | EDUCATION | $120,000 |
| FAITH HOPE LOVE CHARITY | ||||||
| 3175 S CONGRESS AVENUE SUITE 310 | PALM SPRINGS | FL | 33461 | PC | VETERANS ASSISTANCE | $100,000 |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION | ||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | PC | EDUCATION | $2,061,749 |
| GUARDIAN REVIVAL | ||||||
| 1087 NORTH HORSEPOUND ROAD | CARMEL | NY | 10512 | PC | VETERAN'S MENTAL HEALTH | $425,000 |
| INNER-CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | EDUCATION | $2,800,000 |
| MAYA'S HOPE FOUNDATION INC | ||||||
| 244 5TH AVE SUITE D176 | NEW YORK | NY | 10001 | PC | IMPROVE THE QUALITY OF LIFE OF ORPHANED, IMPOVERISHED, AND SPECIAL-NEEDS CHILDREN | $139,221 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | MEDICAL RESEARCH | $728,611 |
| SAIL TO PREVAIL INC | ||||||
| 86 THAMES STREET | NEWPORT | RI | 02840 | PC | OVERCOMING ADVERSITY THROUGH THERAPEUTIC SAILING | $25,000 |
| SAVE THE BAY NARRAGANSETT BAY | ||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PC | PROTECT AND IMPROVE RHODE ISLAND'S COASTLINE | $100,000 |
| SEO SEIZING EVERY OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | PC | TRANSFORM LOW-INCOME PUBLIC HIGH SCHOOL STUDENTS INTO COLLEGE GRADUATES | $150,000 |
| SIMPLY SMILES CHILDREN'S VILLAGE | ||||||
| 1771 POST ROAD EAST | WESTPORT | CT | 06880 | PC | PROVIDE A BRIGHT FUTURE FOR INDIGENOUS CHILDREN, FAMILIES AND COMMUNITIES. | $200,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | RESTORATION OF AMERICA'S EVERGLADES | $100,000 |
| THE JOYJ INITIATIVE | ||||||
| 152 WEST 71ST STREET | NEW YORK | NY | 10023 | PC | HELPING THE HOMELESSNESS | $25,000 |
| THE URBAN ASSEMBLY | ||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | PC | EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS | $50,000 |
| WOODSON CENTER | ||||||
| 1625 K STREET NW SUITE 410 | WASHINGTON | DC | 20006 | PC | EMPOWER COMMUNITY BASED LEADERS TO REDUCE CRIME AND VIOLENCE | $500,000 |
| NEW HAVEN ECOLOGY PROJECT | ||||||
| 358 SPRINGSIDE AVE | NEW HAVEN | CT | 06515 | PC | EDUCATION | $10,000 |
| NARROW RIVER PRESERVATION ASSOCIATION | ||||||
| PO BOX 8 | SAUNDERSTOWN | RI | 02874 | PC | PRESERVING AND RESTORING THE NATURAL ENVIRONMENT WITHIN THE PETTAQUAMSCUTT ESTUARY AND WATERSHED. | $10,000 |
| ALWAYS IN MY HEART | ||||||
| 2447 ROBINS LN SE | SALEM | OR | 97306 | PC | SUPPORT FOR THOSE WHO HAVE EXPERIENCE LOSS DURING PREGNANCY | $2,500 |
| BROWN UNIVERSITY | ||||||
| 69 BROWN STREET | PROVIDENCE | RI | 02912 | PC | SUPPORT BROWN UNIVERSITY ATHLETICS | $150,000 |
| GREENWICH AUDOBON CENTER | ||||||
| 613 RIVERSVILLE RD | GREENWICH | CT | 06831 | PC | PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITAT THROUGH CONSERVATION, EDUCATION AND ADVOCACY. | $10,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 208241 | NEW HAVEN | CT | 065208241 | PC | SUPPORT YALE UNIVERSITY ATHLETICS | $50,000 |
| WINDMARK SAILING FOUNDATION INC | ||||||
| PO BOX 638 | OYSTER BAY | NY | 11771 | PC | RAISE THE LEVEL OF EXCELLENCE AMONG AMATEUR AMERICAN SAILORS | $15,000 |
| FRIENDS OF THE NORTH SHORE SYMPHONY | ||||||
| PO BOX 419 | GREENVALE | NY | 115480419 | PC | FINANCIAL SUPPORT FOR THE NORTH SHORE SYMPHONY ORCHESTRA | $8,000 |
| THE VETERANS CONSORTIUM PRO BONO PROGRAM | ||||||
| 2101 L STREET NW SUITE 840 | WASHINGTON | DC | 20037 | PC | LEGAL SUPPORT FOR FEMALE VETERANS | $160,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PC | VARIOUS | $9,471,620 |
| AUDOBON SOCIETY | ||||||
| 1401 HOPE STREET | BRISTOL | RI | 02809 | PC | PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITAT THROUGH CONSERVATION, EDUCATION AND ADVOCACY. | $10,000 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST 4TH | NEW YORK | NY | 10018 | PC | TRAIN PRISON INMATES TO RAISE SERVICE DOGS FOR WOUNDED WAR VETERANS | $25,000 |
| SETON EDUCATION PARTNERS | ||||||
| 1562 FIRST AVENUE NO 205-2219 | NEW YORK | NY | 100284004 | PC | EDUCATION | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,756,701 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SETON EDUCATION PARTNERS | ||||||
| 1562 FIRST AVENUE NO 205-2219 | NEW YORK | NY | 100284004 | PC | EDUCATION | $3,100,000 |
| THE VETERANS CONSORTIUM PRO BONO PROGRAM | ||||||
| 2101 L STREET NW SUITE 840 | WASHINGTON | DC | 20037 | PC | LEGAL SUPPORT FOR FEMALE VETERANS | $320,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,420,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $778 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,011,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,515,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,527,808 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,527,808 | 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 |
|---|---|---|---|---|---|---|---|
| PROSPECT CAPITAL MANAGEMENT LP | |||||||
| 1 | 700 S ROSEMARY AVE NO 204-147 | WEST PALM BEACH | FL | 33401 | $22,878,400 | Yes (X) | |
| JOHN & DARIA BARRY | |||||||
| 2 | 840 S OCEAN BLVD | LANTANA | FL | 33462 | $37,396,214 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 316,970.79 SHARES OF VANGUARD TOTAL STK MKT IDX I (VITSX) | NoncashPropertyDesc |
| Fair Market Value | $37,396,214 | FairMarketValueAmt |
| Received | 2001-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1 LINE 25 - CONTRIBUTIONS PAID | FormAndLineReferenceDesc |
| Medium Explanation | 9/28/22 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 0.703 SHS - VANGUARD MID-CAP ETF INDEX:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $97FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1349/29/22 GRANT TO "VANGUARD CHARITABLE ENDOWMENT PROGRAM" CONSISTED OF 16 SHS - VANGUARD SMALL CAP ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $2,162FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $2,7539/29/22 GRANT TO "VANGUARD CHARITABLE ENDOWMENT PROGRAM" CONSISTED OF 6,207 SHS - VANGUARD MID-CAP ETF INDEX:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $857,394FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1,177,9649/29/22 GRANT TO "VANGUARD CHARITABLE ENDOWMENT PROGRAM" CONSISTED OF 57,460 SHS - VANGUARD SMALL CAP VALUE ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $7,619,110FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $8,290,9039/30/22 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 0.62 SHS - VANGUARD SMALL CAP ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $84FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1079/30/22 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 7.24 SHS - ISHARES INTL DEVELOPED PPTY:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $270FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1809/30/22 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 0.72 SHS - VANGUARD FTSE ALL WO X-US-SC:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $83FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $679/30/22 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 1.05 SHS - VANGUARD REIT ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $90FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $84 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR TRUST SERIES I (SPY) | $23,908,242 | $22,992,447 |
| VANGUARD TOTAL STK MKT IDX I (VITSX) | $98,818,280 | $109,289,747 |
| PROSPECT CAPITAL CORP (PSEC) | $166,259,919 | $173,273,230 |
| ISHARES INTL DEVELOPED PPTY (WPS) | $2 | $2 |
| VANGUARD SML CAP VAL ETF (VBR) | $32,304,300 | $34,912,920 |
| VANGUARD TTL STK MKT ETF (VTI) | $42,642,122 | $38,409,463 |
| INVESCO QQQ TRUST (QQQ) | $30,235,272 | $21,132,494 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OVER BOOK VALUE OF ASSETS GRANTED | Desc |
| Amt | $992,902 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL 990-PF | CategoryTxt |
| Amt | $429,835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments