THE INVISIBLE HAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE INVISIBLE HAND FOUNDATION (EIN 46-1550110)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202612299349100706
- Schema version
- 2024v5.5
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T10:55:16-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | 2024-10-01 | 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 | 5617635033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 382 NE 191ST ST PMB 60555 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331793899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARIA BECKER BARRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617635033 | PhoneNum |
| Signature | 2026-08-11 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2026-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $758,479,436 | 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 | $51,618,006 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,461 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,461 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,987,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,987,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,830,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,114,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,496,137 | 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 |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $426,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,972 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $507,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,676,791 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,676,791 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,184,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,676,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,930,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,486,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,615,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $591,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $591,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $607,324,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $663,861,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $757,887,794 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $609,939,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,453,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $758,479,436 | 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 | $609,939,602 | RetainedEarningBOYAmt |
| Retained Earning EOY | $664,453,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $609,939,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $664,453,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $609,939,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $664,453,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $609,939,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,930,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,583,345 | OtherIncreasesAmt |
| Subtotal | $664,453,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $664,453,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,830,674 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,330,171 | CostOrOtherBasisAmt |
| Gain Or Loss | $500,503 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $500,503 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $382,065 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $382,065 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $382,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $390,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $390,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,935 | OverpaymentAmt |
| Applied To ES Tax | $7,935 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | Yes (1) | 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 | 5617635033 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN FRANCIS BARRY III | ||||||||
| 382 NE 191ST ST PMB 60555 | MIAMI | FL | 331793899 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DARIA BECKER BARRY | ||||||||
| 382 NE 191ST ST PMB 60555 | MIAMI | FL | 331793899 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ELIZABETH BARRY SWANSON | ||||||||
| 382 NE 191ST ST PMB 60555 | MIAMI | FL | 331793899 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MATTHEW C BARRY | ||||||||
| 382 NE 191ST ST PMB 60555 | MIAMI | FL | 331793899 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JAMES C BARRY | ||||||||
| 382 NE 191ST ST PMB 60555 | MIAMI | FL | 331793899 | 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 | $727,454,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,603,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $729,058,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $729,058,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,935,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $718,122,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,906,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,906,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382,065 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $382,065 | TotalTaxAmt |
| Distributable Before Adj | $35,524,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,524,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,524,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,676,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,676,791 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,524,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,552,385 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,676,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,552,385 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,406 | 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 | $35,399,646 | 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 (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF SCIENCE AND LETTERS | ||||||
| 8 THE GREEN SUITE 10490 | DOVER | DE | 19901 | PC | PROMOTES LEARNING AND HONORS OUTSTANDING SCHOLARLY EXCELLENCE AND INTELLECTUAL COURAGE IN THE HUMANITIES, SOCIAL SCIENCES, NATURAL SCIENCES, MATHEMATICS, AND ENGINEERING, AS WELL AS IN THE ARTS AND THE LEARNED PROFESSIONS. | $1,250,000 |
| ANOTHER FARM FRIENDS INC | ||||||
| 581 WEEKEEEPEEMEE RD | WOODBURY | CT | 06798 | PC | EQUINE STUDIES AND CAREERS TRAINING. | $110,000 |
| AUDUBON SOCIETY | ||||||
| 1401 HOPE STREET | BRISTOL | RI | 02809 | PC | PROTECT BIRDS, OTHER WILDLIFE AND THEIR HABITAT THROUGH CONSERVATION, EDUCATION AND ADVOCACY. | $35,000 |
| BRILLA NEW JERSEY CHARTER SCHOOL | ||||||
| 94-100 HAMILTON STREET | PATERSON | NJ | 07505 | PC | EDUCATION | $500,000 |
| CAPTAINS FOR CLEAN WATER | ||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33902 | PC | RESTORING & PROTECTING MARINE ECOSYSTEMS | $100,000 |
| COMMUNITY SOLUTIONS | ||||||
| 60 BROAD STREET SUITE 2510 | NEW YORK | NY | 10004 | PC | END HOMELESSNESS | $100,000 |
| CONNECTICUT FUND FOR THE ENVIRONMENT - SAVE THE SOUND | ||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | PC | ENVIRONMENTAL PROTECTION | $300,000 |
| CORNELL LAB OF ORNITHOLOGY | ||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | PC | BIRD RESEARCH. | $10,000 |
| CORNERSTONE COMMUNITY DEVELOPMENT CORPORATION INC | ||||||
| 1819 MARTIN LUTHER KING JR BLVD | DALLAS | TX | 752152806 | PC | AFTER SCHOOL AND SUMMER CAMP FOR ECONOMICALLY DISADVANTAGED KIDS. | $90,000 |
| ELM INSTITUTE | ||||||
| 129 CHURCH STREET SUITE 500-502 | NEW HAVEN | CT | 06510 | PC | EDUCATION | $140,000 |
| FAITH HOPE LOVE CHARITY | ||||||
| 3175 S CONGRESS AVENUE SUITE 310 | PALM SPRINGS | FL | 33461 | PC | VETERANS ASSISTANCE | $100,000 |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION | ||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | PC | EDUCATION | $4,543,421 |
| FRANKLIN NEWS FOUNDATION | ||||||
| 20 N CLARK ST SUITE 3300 | CHICAGO | IL | 60602 | PC | TO SUPPORT OBJECTIVE, BALANCED, CITIZEN-FOCUSED PUBLIC JOURNALISM. | $15,000 |
| FRIENDS OF THE NORTH SHORE SYMPHONY | ||||||
| PO BOX 419 | GREENVALE | NY | 115480419 | PC | FINANCIAL SUPPORT FOR THE NORTH SHORE SYMPHONY ORCHESTRA | $8,000 |
| GREENWICH LAND TRUST | ||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | PC | CONSERVES OPEN SPACE, CONNECTS OUR COMMUNITY WITH THE NATURAL WORLD AND INSPIRES THE NEXT GENERATION OF CONSERVATIONISTS. | $10,000 |
| GUARDIAN REVIVAL | ||||||
| 1087 NORTH HORSEPOUND ROAD | CARMEL | NY | 10512 | PC | VETERAN'S MENTAL HEALTH | $1,700,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 100295674 | PC | MEDICAL RESEARCH. | $1,006,453 |
| INNER-CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | EDUCATION | $1,821,606 |
| MATER SALVATORIS COLLEGE PREPARATORY SCHOOL | ||||||
| 926 NEWFIELD AVENUE | STAMFORD | CT | 06905 | PC | INDEPENDENT CATHOLIC SCHOOL COMMITTED TO WELL-ROUNDED EDUCATION. | $526,850 |
| 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 | $50,000 |
| NARROW RIVER PRESERVATION ASSOCIATION | ||||||
| PO BOX 8 | SAUNDERSTOWN | RI | 02874 | PC | PRESERVING AND RESTORING THE NATURAL ENVIRONMENT WITHIN THE PETTAQUAMSCUTT ESTUARY AND WATERSHED. | $10,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | PC | PROTECTS BIRDS AND THE PLACES THEY NEED, TODAY AND TOMORROW, THROUGHOUT THE AMERICAS USING SCIENCE, ADVOCACY, EDUCATION, AND ON-THE-GROUND CONSERVATION. | $45,000 |
| PRINCETON UNIVERSITY | ||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | SUPPORT PROGRAMS AT PRINCETON UNIVERSITY | $50,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | MEDICAL RESEARCH | $610,484 |
| SAIL TO PREVAIL INC | ||||||
| 86 THAMES STREET | NEWPORT | RI | 02840 | PC | OVERCOMING ADVERSITY THROUGH THERAPEUTIC SAILING | $100,000 |
| SAVE THE BAY NARRAGANSETT BAY | ||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PC | PROTECT AND IMPROVE RHODE ISLAND'S COASTLINE | $150,000 |
| SEO SEIZING EVERY OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | PC | TRANSFORM LOW-INCOME PUBLIC HIGH SCHOOL STUDENTS INTO COLLEGE GRADUATES | $150,000 |
| THE CROSSROADS CLUB | ||||||
| 1700 LAKE IDA ROAD | DELRAY BEACH | FL | 33445 | PC | ADDICTIVE SUBSTANCE RECOVERY SUPPORT. | $25,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 OLD CUTTER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | RESTORATION OF AMERICA'S EVERGLADES | $150,000 |
| THE JOYJ INITIATIVE | ||||||
| 152 WEST 71ST STREET | NEW YORK | NY | 10023 | PC | HELPING THE HOMELESSNESS | $50,000 |
| THE TRUST FOR PUBLIC LAND | ||||||
| PO BOX 889336 | LOS ANGELES | CA | 900889336 | PC | CREATE PARKS AND PROTECT LAND FOR PEOPLE, ENSURING HEALTHY, LIVABLE COMMUNITIES FOR GENERATIONS TO COME | $600,000 |
| THE URBAN ASSEMBLY | ||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | PC | EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS | $50,000 |
| THE VETERANS CONSORTIUM PRO BONO PROGRAM | ||||||
| 2101 L STREET NW SUITE 840 | WASHINGTON | DC | 20037 | PC | LEGAL SUPPORT FOR FEMALE VETERANS | $200,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PC | GENERAL CHARITABLE PURPOSES | $11,061,712 |
| WHO WILL GO | ||||||
| 56 PINEHURST PLACE | ROTUNDA WEST | FL | 33947 | PC | MISSION TO HELP THE CHILDREN OF PORT AU-PRICE, HAITI | $160,000 |
| WOODSON CENTER | ||||||
| 1625 K STREET NW SUITE 410 | WASHINGTON | DC | 20006 | PC | EMPOWER COMMUNITY BASED LEADERS TO REDUCE CRIME AND VIOLENCE | $2,146,609 |
| TRENTON PUBLIC EDUCATION FOUNDATION INC | ||||||
| PO BOX 22545 | TRENTON | NJ | 08607 | PC | EDUCATION | $50,000 |
| CANYON GUARD | ||||||
| PO BOX 8063 | ALTA | UT | 84092 | PC | PROTECT LITTLE COTTONWOOD CANYON | $200,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION | ||||||
| PO BOX 40128 | PHILADELPHIA | PA | 19106 | PC | DEFENDING YOUR RIGHTS | $253,931 |
| GLAUCOMA RESEARCH FOUNDATION | ||||||
| 131 STEUART STREET SUITE 200 | SAN FRANCISCO | CA | 94105 | PC | MEDICAL RESEARCH | $1,015,725 |
| CENTER FOR AI SAFETY | ||||||
| 150 SUTTER STREET 654 | SAN FRANCISCO | CA | 94104 | PC | AI SAFETY RESEARCH | $100,000 |
| RETHINK PRIORITIES | ||||||
| 530 DIVISADERO ST PMB 796 | SAN FRANCISCO | CA | 94117 | PC | AI SAFETTY RESEARCH | $100,000 |
| TEAM RED WHITE & BLUE | ||||||
| PO BOX 127 | FLOYDS KNOBS | IN | 47119 | PC | VETERANS | $50,000 |
| THE AVALON NETWORK | ||||||
| 3282 NORTHSIDE PKWY NW 225 | ATLANTA | GA | 30327 | PC | VETERANS | $450,000 |
| ACADEMIC FREEDOM ALLIANCE | ||||||
| 10 NASSAU STREET 32 | PRINCETON | NJ | 08542 | PC | PROTECTING RIGHTS OF FACULTY MEMBERS | $450,000 |
| FARAI | ||||||
| 501 BROADWAY 1540 | SAN DIEGO | CA | 921013352 | PC | AI SAFETY RESEARCH | $100,000 |
| WONDERLAND BOOKSAVERS | ||||||
| 1046 PEQOUT AVE | SOUTHPORT | CT | 06890 | PC | EDUCATION | $250,000 |
| AUSTIN INSTITUTE | ||||||
| STUMBERG HALL 3206 FAIRFAX WALK | AUSTIN | TX | 78705 | PC | EDUCATION | $22,000 |
| INVEST IN EDUCATION FOUNDATION | ||||||
| PO BOX 38222 | ALBANY | NY | 12203 | PC | EDUCATION | $100,000 |
| PATERSON PREP | ||||||
| 190 OLIVER STREET | PATERSON | NJ | 07505 | PC | EDUCATION | $500,000 |
| PHILLIPS EXETER ACADEMY | ||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | PC | EDUCATION | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,676,791 | 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 | $8,461 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,987,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $500,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,496,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,496,137 | 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 (5 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 | $11,400,000 | Yes (X) | |
| JOHN & DARIA BARRY | |||||||
| 2 | 840 S OCEAN BLVD | LANTANA | FL | 33462 | $6,640,448 | Yes (X) | |
| JOHN & DARIA BARRY | |||||||
| 3 | 840 S OCEAN BLVD | LANTANA | FL | 33462 | $1,303,017 | Yes (X) | |
| JOHN & DARIA BARRY | |||||||
| 4 | 840 S OCEAN BLVD | LANTANA | FL | 33462 | $7,174,541 | Yes (X) | |
| PROSPECT CAPITAL MANAGEMENT LP | |||||||
| 5 | 700 S ROSEMARY AVE NO 204-147 | WEST PALM BEACH | FL | 33401 | $25,100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 12,530.09 SHARES OF INVESCO QQQ TRUST (QQQ) | $6,640,448 | 2024-12-31 |
| 3 | 2,167 SHARES OF SPDR TRUST SERIES 1 (SPY) | $1,303,017 | 2024-12-31 |
| 4 | 49,589.03 SHARES OF VANGUARD TOTAL STK MKT IDX I (VITSX) | $7,174,541 | 2024-12-31 |
| 5 | 1,004,000 SHARES OF PROSPECT ENHANCED YIELD FUND (PENF) | $25,100,000 | 2025-08-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR TRUST SERIES I (SPY) | $20,330,259 | $35,403,780 |
| VANGUARD TOTAL STK MKT IDX I (VITSX) | $121,148,360 | $227,774,172 |
| PROSPECT CAPITAL CORP (PSEC) | $250,816,833 | $120,249,431 |
| VANGUARD SML CAP VAL ETF (VBR) | $34,232,202 | $53,150,322 |
| VANGUARD TTL STK MKT ETF (VTI) | $135,503,632 | $199,652,820 |
| INVESCO QQQ TRUST (QQQ) | $37,331,664 | $55,735,655 |
| PROSPECT FLOATING RATE AND ALTERNATIVE INCOME FUND (PFLOAT) | $33,148,410 | $31,780,665 |
| BITCOIN (BTC) | $6,250,000 | $8,769,849 |
| USD COIN (USDC) | $20 | $20 |
| PROSPECT ENHANCED YIELD FUND (PENF) | $25,100,000 | $25,371,080 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $70,928 | $0 | $0 |
| FEES | $765 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OVER BOOK VALUE OF ASSETS GRANTED | Desc |
| Amt | $7,583,345 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL 990-PF | CategoryTxt |
| Amt | $426,112 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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