BYERLEY FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BYERLEY FAMILY FOUNDATION (EIN 54-2084458)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-04
IRS object ID
202120949349100102
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-04T09:33:39-04:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN542084458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BYERLEY FAMILY FOUNDATION A NJBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBYERBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 KINGS HIGHWAY EASTAddressLine1Txt
CityHaddonfieldCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080331901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCURT J BYERLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8564274447PhoneNum
Signature2021-04-01SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,687FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$641DividendsRevAndExpnssAmt
Dividends Net Invst Incm$641DividendsNetInvstIncmAmt
Dividends Adj Net Incm$641DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$957NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$957CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,598TotalRevAndExpnssAmt
Total Net Invst Incm$1,598TotalNetInvstIncmAmt
Total Adj Net Incm$641TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$109OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$109TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$109TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,489ExcessRevenueOverExpensesAmt
Net Investment Income$1,598NetInvestmentIncomeAmt
Adjusted Net Income$641AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$457SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$267SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$267SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$40,066CorporateStockBOYAmt
Corporate Stock EOY$36,420CorporateStockEOYAmt
Corporate Stock EOYFMV$36,420CorporateStockEOYFMVAmt
Total Assets BOY$40,523TotalAssetsBOYAmt
Total Assets EOY$36,687TotalAssetsEOYAmt
Total Assets EOYFMV$36,687TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$40,523RetainedEarningBOYAmt
Retained Earning EOY$36,687RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$40,523TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,687TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$40,523TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,523TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,489ExcessRevenueOverExpensesAmt
Subtotal$42,012SubtotalAmt
Other Decreases$5,325OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,687TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD PRIME CAP ADMPropertyDesc
FieldValueIRS element (for citing)
Capital Gain Net Income$957CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,000AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$17,992AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$23,988AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$23,980AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$24,472AdjustedQlfyDistriYr5Amt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$32InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$32SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$32TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$32ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$32TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksCURT J BYERLEYIndividualWithBooksNm
Phone8564274447PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1229 KINGS HIGHWAY EASTAddressLine1Txt
CityHADDONFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08033ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CURT J BYERLEY
229 KINGS HIGHWAY EASTHADDONFIELDNJ08033TRUSTEE0.00$0$0$0
JOAN M BYERLEY
229 KINGS HIGHWAY EASTHADDONFIELDNJ08033TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PAUL IV HIGH SCHOOL 901 HOPKINS ROAD HADDONFIELD NJ 08033-3098Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Undistributed Income PY$40,066UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$57,756TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$24,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,756ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$94,256TotalExcessDistributionCyovAmt
Applied To Year1$12,000AppliedToYear1Amt
Excess Distri Cyov App CY Corpus$36,687ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$36,687ExcessDistributionCyovAppCYAmt
Total Corpus$57,569TotalCorpusAmt
Prior Year Undistributed Incm$57,756PriorYearUndistributedIncmAmt
Taxable1$57,756Taxable1Amt
Taxable2$28,066Taxable2Amt
Excess Distri Cyov To Next Yr$57,569ExcessDistriCyovToNextYrAmt
Excess From Year4$11,813ExcessFromYear4Amt
Excess From Year3$18,000ExcessFromYear3Amt
Excess From Year2$15,756ExcessFromYear2Amt
Excess From Year1$12,000ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
Business611710BusinessCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$641ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$957ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,598ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,598TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonCURT J BYERLEYPersonNm
Short ExplanationNONEShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$36,420EOYBookValueAmt
EOYFMV$36,420EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescLOSS IN INVESTMENT VALUEDesc
Amt$5,325Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$84$0$0$0
STATE OF NEW JERSEY$25$0$0$0

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