BETA

Barry M Jaye: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
Barry M Jaye (EIN 04-6717573)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-08
IRS object ID
202042529349100074
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)
Return2020-09-08T14:38:55-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274947080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ADVISER INVESTMENTS TAX SOLUTIONSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line185 WELLS AVENUE SUITE 109AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046717573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DR BARRY M JAYE AND JULIE RIVEN JAYEBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAYEBusinessNameControlTxt
Phone7817714902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line185 WELLS AVE NO 109AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY M JAYEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6179693300PhoneNum
Signature2020-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRUC TRANPreparerPersonNm
PTINP01541535PTIN
Phone8004926868PhoneNum
Preparation2020-07-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.167.130.160IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-30IPDt
IP Tm13:17:52IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdBE0EA66FB8F6064FF2CA132CFDEF25FDB27F4074AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,124,424FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$85InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$85InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,758DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,843TotalRevAndExpnssAmt
Total Net Invst Incm$2,843TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$12,854OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,854OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,854TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,854TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,127ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,127ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$144,981TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,854TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$132,127TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$142,138ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,002CashBOYAmt
Cash EOY$21,991CashEOYAmt
Cash EOYFMV$21,991CashEOYFMVAmt
Corporate Stock BOY$70,315CorporateStockBOYAmt
Corporate Stock EOY$61,368CorporateStockEOYAmt
Corporate Stock EOYFMV$1,102,433CorporateStockEOYFMVAmt
Total Assets BOY$102,317TotalAssetsBOYAmt
Total Assets EOY$83,359TotalAssetsEOYAmt
Total Assets EOYFMV$1,124,424TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$402,671CapitalStockBOYAmt
Capital Stock EOY$402,671CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$300,354RetainedEarningBOYAmt
Retained Earning EOY-$319,312RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$102,317TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$83,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,317TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$83,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,317TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$142,138ExcessRevenueOverExpensesAmt
Other Increases$123,180OtherIncreasesAmt
Subtotal$83,359SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$83,359TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,506AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,141,288NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073168DistributionYr1Rt
Adjusted Qlfy Distri Yr2$70,281AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,079,284NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065118DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,740AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$953,178NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046938DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,845AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$946,903NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039967DistributionYr4Rt
Adjusted Qlfy Distri Yr5$98,546AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$993,886NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.099152DistributionYr5Rt
Total Distribution0.324343TotalDistributionRt
Average Distribution0.064869AverageDistributionRt
Net Vl Noncharitable Assets$1,077,634NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$69,905AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,905AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$132,127QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,688EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,688TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,688OverpaymentAmt
Applied To ES Tax$1,688AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR BARRY JAYEIndividualWithBooksNm
Phone5085843500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1136 SHAWMUT AVENUE 3DAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR BARRY M JAYE
136 SHAWMUT AVENUE 3DBOSTONMA02118TRUSTEE0.00$0$0$0
JUDITH D LUDWIG
7057 SIENA COURTBOCA RATONFL33433TRUSTEE0.00$0$0$0
JULIE RIVEN JAYE
136 SHAWMUT AVENUE 3DBOSTONMA02118TRUSTEE0.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,068,661AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,094,045TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,094,045AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,411CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,077,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,882MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,882MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$53,882DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,882DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,882DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,127ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$132,127QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$132,127AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,882DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,206ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$18,285ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,910ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$95,401TotalExcessDistributionCyovAmt
Qualifying Distributions$132,127QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,882AppliedToCurrentYearAmt
Remaining Distri From Corpus$78,245RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$173,646TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$50,206ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$123,440ExcessDistriCyovToNextYrAmt
Excess From Year2$18,285ExcessFromYear2Amt
Excess From Year1$26,910ExcessFromYear1Amt
Excess From Current Year$78,245ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR BARRY M JAYERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1136 SHAWMUT AVENUE 3DAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02118ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5085843500RecipientPhoneNum
Form And Info And MaterialsNO FORM FOR APPLICATIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIDELITY GIFT TRUST
PO BOX 77001CINCINNATIOH45277N/APUBLIC CHARITYGENERAL FUND$55,137
SPAULDING REHAB
300 FIRST AVENUEBOSTONMA02129N/APUBLIC CHARITYGENERAL FUND$76,990
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,127TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,758ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,843ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,843TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierADDITIONAL INFORMATION OF DONATED PROPERTIESIdentifierTxt
Form And Line ReferencePART I LINE 25FormAndLineReferenceDesc
Medium ExplanationDONEE: FIDELITY GIFT TRUSTDESCRIPTION: 805 SHARES OF WALMART INCBOOK VALUE: $5,236METHOD USED TO DETERMINE BOOK VALUE: BOOKFAIR MARKET VALUE: $76,990METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK EXCHANGEDATE OF GIFT: 02/06/2019DONEE: SPAULDING REHABDESCRIPTION: 45 SHARES OF WALMART INCBOOK VALUE: $293METHOD USED TO DETERMINE BOOK VALUE: BOOKFAIR MARKET VALUE: $5,157METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK EXCHANGEDATE OF GIFT: 07/12/2019DONNE: SPAULDING REHABDESCRIPTION: 420 SHARES OF WALMART INCBOOK VALUE: $2,732METHOD USED TO DETERMINE BOOK VALUE: BOOKFAIR MARKET VALUE: $49,980METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK EXCHANGEDATE OF GIFT: 12/21/2019MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2 SHS BERKSHIRE HATHAWAY CL A (3 @ BOY)$38,317$679,180
1,925 SHS WAL MART INC$3,573$77,840
1525 SHS BERKSHIRE HATHAWAY INC CL B NEW (153 @ BOY)$19,478$345,413

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET ASSET ADJUSTMENTDesc
Amt$123,180Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATION FEESCategoryTxt
Amt$12,854Amt
Net Investment Income$12,854NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.