THE INVISIBLE HAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE INVISIBLE HAND FOUNDATION (EIN 46-1550110)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-13
- IRS object ID
- 202122259349100132
- Schema version
- 2019v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T15:23:10-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2019-10-01 | 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 NO 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 | 2021-08-06 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2021-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $245,646,521 | 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 | $29,925,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,702,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,702,567 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,629,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,703,710 | 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 |
| Legal Fees Rev And Expnss | $444 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $444 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $181,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,334,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,334,281 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,526,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,334,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,102,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,693,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $597 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $225,741,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $266,563,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $245,645,924 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $225,742,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,564,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $245,646,521 | 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 | $225,742,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $266,564,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $225,742,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $266,564,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $225,742,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $266,564,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $225,742,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,102,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,719,420 | OtherIncreasesAmt |
| Subtotal | $266,564,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $266,564,534 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,846,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $227,506,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030091 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,224,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $187,291,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $819,304 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,026,613 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014889 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $567,896 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,388,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034653 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $352,610 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,474,377 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030730 | DistributionYr5Rt |
| Total Distribution | 0.132918 | TotalDistributionRt |
| Average Distribution | 0.026584 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $239,321,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,362,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $196,935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,559,063 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,334,281 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $196,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $196,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $196,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,535 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $196,935 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $199 | EsPenaltyAmt |
| Tax Due | $199 | TaxDueAmt |
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 | 0 | 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 | $242,965,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,966,188 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $242,966,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,644,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $239,321,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,966,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,966,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $196,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $196,935 | TotalTaxAmt |
| Distributable Before Adj | $11,769,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,769,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,769,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,334,281 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,334,281 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $196,935 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,137,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,769,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,173,939 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,334,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,173,939 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,342 | 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 | $11,608,808 | 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 (19 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 | $25,000 |
| CHILD HOPE WORLDWIDE | ||||||
| POST OFFICE BOX 4447 | EASTON | PA | 18043 | PC | PROVIDE A LOVING HOME AND EDUCATION FOR ABANDONED CHILDREN. | $20,000 |
| COMMUNITY SOLUTIONS | ||||||
| 60 BROAD STREET SUITE 2510 | NEW YORK | NY | 10004 | PC | END HOMELESSNESS | $100,489 |
| 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 | $5,000 |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION | ||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | PC | EDUCATION | $4,389,926 |
| INNER-CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | EDUCATION | $4,046,156 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | MEDICAL RESEARCH | $1,008,795 |
| 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 |
| 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 | $204,357 |
| SEO SEIZING EVERY OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | PC | TRANSFORM LOW-INCOME PUBLIC HIGH SCHOOL STUDENTS INTO COLLEGE GRADUATES | $152,614 |
| SIMPLY SMILES CHILDREN'S VILLAGE | ||||||
| 1771 POST ROAD EAST | WESTPORT | CT | 06880 | PC | PROVIDE A BRIGHT FUTURE FOR INDIGENOUS CHILDREN, FAMILIES AND COMMUNITIES. | $76,863 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | RESTORATION OF AMERICA'S EVERGLADES | $200,802 |
| THE URBAN ASSEMBLY | ||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | PC | EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS | $50,000 |
| THE JOYJ INITIATIVE | ||||||
| 152 WEST 71ST STREET | NEW YORK | NY | 10023 | PC | HELPING THE HOMELESSNESS | $25,000 |
| HARLEM ACADEMY | ||||||
| 1330 5TH AVENUE | NEW YORK | NY | 10026 | PC | EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS | $25,000 |
| CRISTO REY NEW YORK HIGH SCHOOL | ||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | PC | EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS | $25,000 |
| CONNECTICUT FUND FOR THE ENVIRONMENT - SAVE THE SOUND | ||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | PC | ENVIRONMENTAL PROTECTION | $302,656 |
| PRINCETON UNIVERSITY | ||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | SUPPORT PROGRAMS AT PRINCETON UNIVERSITY | $626,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,334,281 | 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 | $1,143 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,702,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,703,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,703,710 | 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 | $18,926,700 | Yes (X) | |
| JOHN AND DARIA BARRY | |||||||
| 2 | 700 S ROSEMARY AVE NO 204-147 | WEST PALM BEACH | FL | 33401 | $10,998,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 138,500 SHARES OF VANGUARD TOTAL STK MKT IDX I (VITSX) | NoncashPropertyDesc |
| Fair Market Value | $10,998,600 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $9,800 | Amt |
| Net Investment Income | $9,800 | 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 | 1/7/20 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 9,240 SHS - VANGUARD SMALL CAP VALUE ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $1,049,779FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1,255,5776/9/20 GRANT TO "SIMPLY SMILES CHILDREN'S VILLAGE" CONSISTED OF 655 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $36,739FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $51,8636/22/20 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 1,928 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $108,142FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $148,4376/23/20 GRANT TO "INNER CITY SCHOLARSHIP FUND" CONSISTED OF 13,700 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $768,433FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1,059,0107/30/20 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 10,600 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $594,569FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $849,5069/11/20 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 5,000 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $280,476FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $411,6389/11/20 GRANT TO "SEO: SEIZING EVERY OPPORTUNITY" CONSISTED OF 880 SHS - VANGUARD MID-CAP ETF INDEX:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $118,074FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $152,6149/15/20 GRANT TO "PRINCETON UNIVERSITY" CONSISTED OF 6,250 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $350,563FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $525,6259/29/20 GRANT TO "THE EVERGLADES FOUNDATION" CONSISTED OF 1,143 SHS - VANGUARD MID-CAP ETF INDEX:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $153,362FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $200,8029/29/20 GRANT TO "COMMUNITY SOLUTIONS" CONSISTED OF 572 SHS - VANGUARD MID-CAP ETF INDEX:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $76,748FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $100,4899/29/20 GRANT TO "INNER CITY SCHOLARSHIP FUND" CONSISTED OF 36,287 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $2,035,338FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $2,987,1469/29/20 GRANT TO "FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION" CONSISTED OF 20,952 SHS - VANGUARD TOTAL STK MKT IDX I:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $1,175,198FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1,724,7699/29/20 GRANT TO "PROSTATE CANCER FOUNDATION" CONSISTED OF 5,953 SHS - VANGUARD TTL STK MKT ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $1,017,615FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $1,008,7959/29/20 GRANT TO "CONNECTICUT FUND FOR THE ENVIRONMENT - SAVE THE SOUND" CONSISTED OF 1,786 SHS - VANGUARD TTL STK MKT ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $305,302FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $302,6569/29/20 GRANT TO "PRINCETON UNIVERSITY" CONSISTED OF 596 SHS - VANGUARD TTL STK MKT ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $101,881FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $100,9989/30/20 GRANT TO "SAVE THE BAY, NARRAGANSETT BAY" CONSISTED OF 123 SHS - VANGUARD TTL STK MKT ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $21,026FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $20,9859/30/20 GRANT TO "SAVE THE BAY, NARRAGANSETT BAY" CONSISTED OF 1,110 SHS - VANGUARD MATERIAL ETF:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $144,624FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $149,4789/30/20 GRANT TO "SAVE THE BAY, NARRAGANSETT BAY" CONSISTED OF 101 SHS - SPDR TRUST SERIES 1:BOOK VALUE (FMV ON DATE CONTRIBUTED OR DATE PURCHASED) - $26,993FAIR MARKET VALUE (QUOTED PRICE ON DAY OF GRANT) - $33,894 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR TRUST SERIES I (SPDR) | $127 | $133 |
| VANGUARD SMALL CAP ETF (VB) | $790,853 | $910,174 |
| VANGUARD MID-CAP ETF INDEX (VO) | $1,100,146 | $1,427,136 |
| VANGUARD TOTAL STK MKT IDX I (VITSX) | $61,616,482 | $79,173,182 |
| PROSPECT CAPITAL CORP (PSEC) | $164,807,795 | $131,960,756 |
| ISHARES INTL DEVELOPED PPTY (WPS) | $21,600 | $17,714 |
| VANGUARD REAL ESTATE ETF (VNQ) | $10,438 | $9,687 |
| VANGUARD FTSE ALL WO X-US SC (VSS) | $89,163 | $81,527 |
| VANGUARD MATERIAL ETF (VAW) | $17 | $17 |
| VANGUARD SML CAP VAL ETF (VBR) | $38,121,614 | $32,059,811 |
| VANGUARD TTL STK MKT ETF (VTI) | $5,702 | $5,787 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $444 | LegalFeesAmt |
| Net Investment Income | $444 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $250 | 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 | $2,719,420 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL 990-PF | CategoryTxt |
| Amt | $181,721 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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