2023-08-09T15:01:14-05:00 2022-09-30 133050313 SACKS PRESS & LACHER PC 600 THIRD AVENUE NEW YORK NY 100161901 990PF 2021-10-01 461550110 JOHN AND DARIA BARRY FOUNDATION JOHN 5613315181 700 S ROSEMARY AVE 204147 WEST PALM BEACH FL 33401 DARIA BECKER BARRY TRUSTEE 5613315181 2023-07-24 0 DARIA BECKER BARRY 999009999 GARY D LACHER P00192831 2126826640 2023-07-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 400017328 X 60274614 778 778 12011726 12011726 3515304 3575493 3515304 75802422 15527808 0 0 0 12000 12000 0 429835 0 0 25 0 0 441860 12000 0 18756701 18756701 19198561 12000 18756701 56603861 15515808 61 7025 7025 336578338 394168137 400010303 336578399 394175162 400017328 0 0 X 0 0 0 0 336578399 394175162 336578399 394175162 336578399 394175162 336578399 56603861 992902 394175162 0 394175162 PUBLICLY TRADED SECURITIES P 63474 60189 3285 3285 CAPITAL GAINS DIVIDENDS P 3512019 3512019 3512019 3515304 215670 0 215670 0 215670 313600 0 0 0 313600 0 97930 97930 0 0 0 0 0 0 0 0 0 0 0 1 1 CT FL 1 0 0 0 1 1 WWW.BARRYFAMILYFOUNDATION.ORG TAXPAYER 5613315181 700 S ROSEMARY AVE SUITE 204-147 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 482902670 3543 0 482906213 0 0 482906213 7243593 475662620 23783131 23783131 215670 215670 23567461 0 23567461 0 23567461 18756701 0 18756701 23567461 18747677 0 0 18756701 18747677 0 0 9024 0 0 0 0 0 0 0 0 23558437 0 0 0 JOHN FRANCIS BARRY III DARIA BECKER BARRY X CAPTAINS FOR CLEAN WATER 2031 JACKSON STREET FORT MYERS FL 33902 PC RESTORING & PROTECTING MARINE ECOSYSTEMS 50000 CHILD HOPE WORLDWIDE POST OFFICE BOX 4447 EASTON PA 18043 PC PROVIDE A LOVING HOME AND EDUCATION FOR ABANDONED CHILDREN. 60000 COMMUNITY SOLUTIONS 60 BROAD STREET SUITE 2510 NEW YORK NY 10004 PC END HOMELESSNESS 100000 CONNECTICUT FUND FOR THE ENVIRONMENT - SAVE THE SOUND 900 CHAPEL STREET SUITE 2202 NEW HAVEN CT 06510 PC ENVIRONMENTAL PROTECTION 200000 ELM INSTITUTE 129 CHURCH STREET SUITE 500-502 NEW HAVEN CT 06510 PC EDUCATION 120000 FAITH HOPE LOVE CHARITY 3175 S CONGRESS AVENUE SUITE 310 PALM SPRINGS FL 33461 PC VETERANS ASSISTANCE 100000 FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION 16 STOCKTON STREET PRINCETON NJ 08540 PC EDUCATION 2061749 GUARDIAN REVIVAL 1087 NORTH HORSEPOUND ROAD CARMEL NY 10512 PC VETERAN'S MENTAL HEALTH 425000 INNER-CITY SCHOLARSHIP FUND 1011 FIRST AVENUE SUITE 1800 NEW YORK NY 10022 PC EDUCATION 2800000 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 139221 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 PC MEDICAL RESEARCH 728611 SAIL TO PREVAIL INC 86 THAMES STREET NEWPORT RI 02840 PC OVERCOMING ADVERSITY THROUGH THERAPEUTIC SAILING 25000 SAVE THE BAY NARRAGANSETT BAY 100 SAVE THE BAY DRIVE PROVIDENCE RI 02905 PC PROTECT AND IMPROVE RHODE ISLAND'S COASTLINE 100000 SEO SEIZING EVERY OPPORTUNITY 55 EXCHANGE PLACE SUITE 601 NEW YORK NY 10005 PC TRANSFORM LOW-INCOME PUBLIC HIGH SCHOOL STUDENTS INTO COLLEGE GRADUATES 150000 SIMPLY SMILES CHILDREN'S VILLAGE 1771 POST ROAD EAST WESTPORT CT 06880 PC PROVIDE A BRIGHT FUTURE FOR INDIGENOUS CHILDREN, FAMILIES AND COMMUNITIES. 200000 THE EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 PC RESTORATION OF AMERICA'S EVERGLADES 100000 THE JOYJ INITIATIVE 152 WEST 71ST STREET NEW YORK NY 10023 PC HELPING THE HOMELESSNESS 25000 THE URBAN ASSEMBLY 90 BROAD STREET SUITE 2101 NEW YORK NY 10004 PC EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS 50000 WOODSON CENTER 1625 K STREET NW SUITE 410 WASHINGTON DC 20006 PC EMPOWER COMMUNITY BASED LEADERS TO REDUCE CRIME AND VIOLENCE 500000 NEW HAVEN ECOLOGY PROJECT 358 SPRINGSIDE AVE NEW HAVEN CT 06515 PC EDUCATION 10000 NARROW RIVER PRESERVATION ASSOCIATION PO BOX 8 SAUNDERSTOWN RI 02874 PC PRESERVING AND RESTORING THE NATURAL ENVIRONMENT WITHIN THE PETTAQUAMSCUTT ESTUARY AND WATERSHED. 10000 ALWAYS IN MY HEART 2447 ROBINS LN SE SALEM OR 97306 PC SUPPORT FOR THOSE WHO HAVE EXPERIENCE LOSS DURING PREGNANCY 2500 BROWN UNIVERSITY 69 BROWN STREET PROVIDENCE RI 02912 PC SUPPORT BROWN UNIVERSITY ATHLETICS 150000 GREENWICH AUDOBON CENTER 613 RIVERSVILLE RD GREENWICH CT 06831 PC PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITAT THROUGH CONSERVATION, EDUCATION AND ADVOCACY. 10000 YALE UNIVERSITY PO BOX 208241 NEW HAVEN CT 065208241 PC SUPPORT YALE UNIVERSITY ATHLETICS 50000 WINDMARK SAILING FOUNDATION INC PO BOX 638 OYSTER BAY NY 11771 PC RAISE THE LEVEL OF EXCELLENCE AMONG AMATEUR AMERICAN SAILORS 15000 FRIENDS OF THE NORTH SHORE SYMPHONY PO BOX 419 GREENVALE NY 115480419 PC FINANCIAL SUPPORT FOR THE NORTH SHORE SYMPHONY ORCHESTRA 8000 THE VETERANS CONSORTIUM PRO BONO PROGRAM 2101 L STREET NW SUITE 840 WASHINGTON DC 20037 PC LEGAL SUPPORT FOR FEMALE VETERANS 160000 VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 9509 WARWICK RI 02889 PC VARIOUS 9471620 AUDOBON SOCIETY 1401 HOPE STREET BRISTOL RI 02809 PC PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITAT THROUGH CONSERVATION, EDUCATION AND ADVOCACY. 10000 PUPPIES BEHIND BARS 263 W 38TH ST 4TH NEW YORK NY 10018 PC TRAIN PRISON INMATES TO RAISE SERVICE DOGS FOR WOUNDED WAR VETERANS 25000 SETON EDUCATION PARTNERS 1562 FIRST AVENUE NO 205-2219 NEW YORK NY 100284004 PC EDUCATION 900000 18756701 SETON EDUCATION PARTNERS 1562 FIRST AVENUE NO 205-2219 NEW YORK NY 100284004 PC EDUCATION 3100000 THE VETERANS CONSORTIUM PRO BONO PROGRAM 2101 L STREET NW SUITE 840 WASHINGTON DC 20037 PC LEGAL SUPPORT FOR FEMALE VETERANS 320000 3420000 14 778 14 12011726 18 3515304 0 15527808 0 15527808 0 0 0 0 0 0 0 0 0 0 X X 1 PROSPECT CAPITAL MANAGEMENT LP 700 S ROSEMARY AVE NO 204-147 WEST PALM BEACH FL 33401 22878400 X 2 JOHN & DARIA BARRY 840 S OCEAN BLVD LANTANA FL 33462 37396214 X 2 316,970.79 SHARES OF VANGUARD TOTAL STK MKT IDX I (VITSX) 37396214 2001-12-28 SACKS PRESS & LACHER 12000 12000 0 PART 1 LINE 25 - CONTRIBUTIONS PAID 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 SPDR TRUST SERIES I (SPY) 23908242 22992447 VANGUARD TOTAL STK MKT IDX I (VITSX) 98818280 109289747 PROSPECT CAPITAL CORP (PSEC) 166259919 173273230 ISHARES INTL DEVELOPED PPTY (WPS) 2 2 VANGUARD SML CAP VAL ETF (VBR) 32304300 34912920 VANGUARD TTL STK MKT ETF (VTI) 42642122 38409463 INVESCO QQQ TRUST (QQQ) 30235272 21132494 OFFICE 25 0 0 FMV OVER BOOK VALUE OF ASSETS GRANTED 992902 FEDERAL 990-PF 429835 0 0