BARER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BARER FAMILY FOUNDATION INC (EIN 20-3972085)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202041769349100219
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T12:27:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | OFFICER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9086739153 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KRISTIANSEN | PreparerPersonNm |
| PTIN | P01298239 | PTIN |
| Phone | 2144485633 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.109.75.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-24 | IPDt |
| IP Tm | 12:25:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA2E843E7B92856A73A4EE8DD9F31112A2D5403B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,096,486 | 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 | $1,013,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,129 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,089,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,156,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,089,992 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,107,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,093,121 | 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 | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $586,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $586,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $586,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $586,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,520,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,093,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,154 | CashBOYAmt |
| Cash EOY | $393,708 | CashEOYAmt |
| Cash EOYFMV | $393,708 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $606,878 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $702,778 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $434,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,000,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,096,486 | 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 | $434,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,000,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $434,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $434,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,000,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $434,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,520,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,954,631 | SubtotalAmt |
| Other Decreases | $954,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 182 SHS CELGENE CORP | 2008-09-29 | 2019-11-12 | $20,055 | $1,145 | $18,910 | $18,910 |
| 10,458 SHS CELGENE CORP | 2008-09-29 | 2019-11-21 | $1,136,889 | $65,807 | $1,071,082 | $1,071,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,089,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $560,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.508550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $578,425 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,074,886 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.538127 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $348,983 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,499,312 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.232762 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $984,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.203141 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,113 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $140,311 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.169637 | DistributionYr5Rt |
| Total Distribution | 2.652217 | TotalDistributionRt |
| Average Distribution | 0.530443 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $531,633 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $282,001 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,931 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $292,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $586,500 | 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 | $10,931 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,931 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $10,933 | 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 | 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 (5 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 |
| 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 | $262,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $539,729 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $539,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $531,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,931 | TotalTaxAmt |
| Distributable Before Adj | $15,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,651 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $586,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $586,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,931 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $575,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $161,738 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $288,033 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $524,701 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $257,039 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,388,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $586,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $570,849 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,959,457 | 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 | $157,097 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,802,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,738 | ExcessFromYear4Amt |
| Excess From Year3 | $288,033 | ExcessFromYear3Amt |
| Excess From Year2 | $524,701 | ExcessFromYear2Amt |
| Excess From Year1 | $257,039 | ExcessFromYear1Amt |
| Excess From Current Year | $570,849 | 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 (14 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 | $165,000 |
| TRICKLE UP PROGRAM INC | |||||||
| 104 W 27TH STREET 12TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $20,000 |
| NEW YORK UNIVERSITY | |||||||
| 547 LAGUARDIA PLACE | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| CENTER FOR JEWISH DISCOVERY | |||||||
| 121 WEST 19TH STREET | NEW YORK | NY | 100114126 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $18,000 |
| THE ALGEMEINER | |||||||
| 208 EAST 51ST STREET SUITE 185 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $50,000 |
| MORRISTOWN JEWISH CENTER | |||||||
| 177 SPEEDWELL AVENUE | MORRIWTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $15,000 |
| AHS HOSPITAL CORP | |||||||
| 100 MADISON AVE | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $103,500 |
| DREW UNIVERSITY | |||||||
| 36 MADISON AVE | MADISON | NJ | 07940 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| CHRISTIE INSTITUTE FOR PUBLIC POLICY | |||||||
| 15 MAPLE AVENUE | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| AMERICAN FRIENDS OF ISRAEL DEMOCRACY INSTRITUTE | |||||||
| 1266 WEST PACES FERRY RD 615 | ATLANTA | GA | 303272306 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $100,000 |
| FAMILY PROMISE | |||||||
| 71 SUMMIT AVE | SUMMIT | NJ | 07901 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| OVERLOOK FOUNDATION | |||||||
| 46-48 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $20,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $586,500 | 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 | $3,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,089,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,093,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,093,121 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SOL J BARER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,013,886 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,640 SHARES OF CELGENE CORP | NoncashPropertyDesc |
| Fair Market Value | $1,013,886 | FairMarketValueAmt |
| Received | 2019-08-08 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL MEYERS STOCK | $584,602 | $671,299 |
| BRISTOL MEYERS RTS | $22,276 | $31,479 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATED MARKETABLE SECURITIES | Desc |
| Amt | $954,045 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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