BARER FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BARER FAMILY FOUNDATION INC (EIN 20-3972085)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-19
- IRS object ID
- 202202629349100500
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-19T08:04:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352665782 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENCH HILL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MORRISTOWN ROAD 382 | AddressLine1Txt |
| City | BERNARDSVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203972085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DR SOL J BARER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARE | BusinessNameControlTxt |
| Phone | 9086739153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BARER LANE | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOL J BARER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9086739153 | PhoneNum |
| Signature | 2022-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SOL | PersonFirstNm |
| Person Last | BARER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KRISTIANSEN | PreparerPersonNm |
| PTIN | P01298239 | PTIN |
| Phone | 2144485633 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $840,646 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $272,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $272,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,237 | 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 |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $479,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $479,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,560 | CashBOYAmt |
| Cash EOY | $2,379 | CashEOYAmt |
| Cash EOYFMV | $2,380 | CashEOYFMVAmt |
| Corporate Stock BOY | $421,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $296,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $838,266 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,196 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $500,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $840,646 | 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 | $500,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $301,571 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $500,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $500,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $500,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $301,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $301,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ACCENTURE PLC-CL A | 2011-11-22 | 2021-05-04 | $31,993 | $6,049 | $25,944 | $25,944 |
| FIDELITY NATIONAL INFO SERV | 2013-03-21 | 2021-05-04 | $6,013 | $1,530 | $4,483 | $4,483 |
| NEXTERA ENERGY INC | 2011-11-22 | 2021-05-04 | $53,850 | $9,537 | $44,313 | $44,313 |
| NORFOLK SOUTHERN CORP | 2013-08-21 | 2021-05-04 | $26,118 | $6,616 | $19,502 | $19,502 |
| PPG INDUSTRIES INC | 2011-11-22 | 2021-05-04 | $25,694 | $5,847 | $19,847 | $19,847 |
| BECTON DICKINSON AND CO | 2011-11-22 | 2021-06-22 | $24,034 | $7,172 | $16,862 | $16,862 |
| HOME DEPOT INC | 2011-11-22 | 2021-06-22 | $76,843 | $9,131 | $67,712 | $67,712 |
| HONEYWELL INTERNATIONAL INC | 2011-11-23 | 2021-06-22 | $32,131 | $7,104 | $25,027 | $25,027 |
| JOHNSON & JOHNSON | 2011-11-22 | 2021-06-22 | $55,395 | $21,220 | $34,175 | $34,175 |
| SPDR S&P 500 ETF TRUST | 2015-02-02 | 2021-08-11 | $50,058 | $22,816 | $27,242 | $27,242 |
| CME GROUP INC | 2012-08-17 | 2021-12-13 | $14,349 | $3,403 | $10,946 | $10,946 |
| RTS BRISTOL-MEYERS SQUIBB CVR | 2019-11-21 | 2021-01-19 | $24,053 | -$24,053 | -$24,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $272,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,948 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $4,981 | OverpaymentAmt |
| Applied To ES Tax | $4,981 | 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 | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SOL J BARER | IndividualWithBooksNm |
| Phone | 9735436712 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BARER LANE | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07945 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SOL J BARER | ||||||||
| 2 BARER LANE | MENDHAM | NJ | 07945 | PRESIDENT, TREASURER,TRUST | 0.00 | $0 | $0 | $0 |
| MERI I BARER | ||||||||
| 2 BARER LANE | MENDHAM | NJ | 07945 | SECRETARY, TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER ZAIRI | ||||||||
| 20 CALAIS ROAD | MENDHAM | NJ | 07945 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LORI INGBER | ||||||||
| 1 BARER LANE | MENDHAM | NJ | 07945 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ILYSSA MAISANO | ||||||||
| 3 BARER LANE | MENDHAM | NJ | 07945 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOSHUA BARER | ||||||||
| 1 SAMANTHA LANE | MENDHAM | NJ | 07945 | TRUSTEE | 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 |
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 | $42,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,965 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $479,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $288,033 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $524,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $257,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $570,849 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $986,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,627,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $479,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,106,277 | 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 | $288,033 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,818,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $524,701 | ExcessFromYear4Amt |
| Excess From Year3 | $257,039 | ExcessFromYear3Amt |
| Excess From Year2 | $570,849 | ExcessFromYear2Amt |
| Excess From Year1 | $986,655 | ExcessFromYear1Amt |
| Excess From Current Year | $479,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SOL J BARER | ContributingManagerNm |
| Contributing Manager | MERI I BARER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF RAMBAM | |||||||
| 420 LEXINGTON AVENUE SUITE 1701 | NEW YORK | NY | 10170 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $414,000 |
| FAMILY PROMISE | |||||||
| 71 SUMMIT AVE | SUMMIT | NJ | 07901 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $20,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 335 GEORGE STREET IBERTY PLAZA | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| THE AMERICAN FRIENDS OF MESHI INC | |||||||
| 7711 SAN MATEO DRIVE | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| MENDHAM TOWNSHIP LIBRARY | |||||||
| 2 WEST MAIN STREET | MENDHAM | NJ | 07945 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,000 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $272,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,237 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANALOG DEVICES | $12,934 | $68,726 |
| AUTOMATIC DATA PROCESSING | $5,905 | $34,275 |
| MICROSOFT CORP | $7,188 | $97,869 |
| SPDR S&P 500 ETF TRUST | $270,969 | $637,396 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE - S&P 500 ETF | Desc |
| BOY Book Value | $2,299 | BOYBookValueAmt |
| EOY Book Value | $2,196 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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