DAVID A AND ROBIN E JAYE FOUNDATION CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A AND ROBIN E JAYE FOUNDATION CHARITABLE TR (EIN 04-6718903)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103724
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T20:09:10-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043331883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sanderson Logan & Bechok PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 Oak Avenue | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046718903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & ROBIN JAYE FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 6172676322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAVID JAYE 40 POPPONESSET ISLAN | AddressLine1Txt |
| City | MASHPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 026493843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID JAYE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172676322 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Glenn S Logan CPA | PreparerPersonNm |
| PTIN | P00230462 | PTIN |
| Phone | 6174518700 | PhoneNum |
| Preparation | 2025-11-12 | 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 | $804,326 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $18,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,661 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,675 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $521 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $521 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,236 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $213 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,866 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $46,562 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $368,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $730,460 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $545,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $804,326 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,245 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,245 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $545,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $426,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $545,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $426,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $545,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $440,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $545,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $428,432 | SubtotalAmt |
| Other Decreases | $2,331 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $426,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 50000 UNITED STATES TREASURY NOTE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-09-23 | AcquiredDt |
| Sold | 2024-09-16 | SoldDt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $50,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,100 | OriginalReturnOverpaymentAmt |
| Overpayment | $933 | OverpaymentAmt |
| Applied To ES Tax | $933 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID JAYE | IndividualWithBooksNm |
| Phone | 6174138875 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 POPPONESSET ISLAND RD | AddressLine1Txt |
| City | MASHPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 026493843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID JAYE | ||||||||
| 40 POPPONESSET ISLAND RD | MASHPEE | MA | 02649 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN JAYE | ||||||||
| 40 POPPONESSET ISLAND RD | MASHPEE | MA | 02649 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $746,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $811,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $811,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $798,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $167 | TotalTaxAmt |
| Distributable Before Adj | $39,781 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,781 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,781 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,444 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,444 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,781 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $73,680 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,592 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $245,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,444 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $335,517 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $73,680 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $261,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $61,646 | ExcessFromYear3Amt |
| Excess From Year2 | $67,936 | ExcessFromYear2Amt |
| Excess From Year1 | $42,592 | ExcessFromYear1Amt |
| Excess From Current Year | $89,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID JAYE | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Temple Ohabei Shalom | ||||||
| 1187 Beacon St | BROOKLINE | MA | 02446 | NONE | GENERAL PURPOSE | $2,000 |
| TUFTS MEDICAL CENTER | ||||||
| 800 WASHINGTON ST 231 | BOSTON | MA | 02111 | NONE | EDWARD & SYLVIA JAYEEXCELLENCE IN NURSINGAWARD | $101,000 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | DANA-FARBER CANCER INNSTITUTEJIMMY FUND | $500 |
| Save Popponesset Bay | ||||||
| PO Box 920757 | Needham | MA | 02492 | NONE | GENERAL PURPOSE | $5,278 |
| PALM BEACH SYMPHONY | ||||||
| 400 HIBISCUS ST STE 100 | WEST PALM BEACH | FL | 33401 | NONE | GENERAL PURPOSE | $4,490 |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||
| 401 Park Drive Suite 602 | BOSTON | MA | 02215 | NONE | GENERAL PURPOSE | $500 |
| The Bim Inc | ||||||
| 769 Washington St | Stoughton | MA | 02072 | NONE | GENERAL PURPOSE | $500 |
| Camp Avoda Inc | ||||||
| 23 Gibbs Road | Middleboro | MA | 02346 | NONE | GENERAL PURPOSE | $15,000 |
| ALS ONE | ||||||
| 8 Industrial Way | Whitman | MA | 02382 | NONE | GENERAL PURPOSE | $100 |
| Compassionate Care ALS (David's Swim) | ||||||
| PO Box 1052 | West Falmouth | MA | 02574 | NONE | GENERAL PURPOSE | $76 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,444 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,661 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SANDERSON, LOGAN & BECHOK, PC TAX AND ACCOUNTING | CategoryTxt |
| Amt | $4,675 | Amt |
| Net Investment Income | $4,675 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED ENERGY INDUSTRIES INC | $73,167 | $115,630 |
| JPMORGAN CHASE & CO 5.75% DEP SHS EACH REPSTG 1 / 400TH NON CUM PFD SER DD CALL 12/01/23 | $50,063 | $50,340 |
| KINDER MORGAN INC | $52,221 | $82,200 |
| MICROSOFT CORP | $23,542 | $189,675 |
| NEXTERA ENERGY INC | $18,816 | $102,517 |
| SCHLUMBERGER LTD | $56,386 | $38,340 |
| UNITEDHEALTH GROUP INC | $92,285 | $151,758 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,331 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COSTS | Desc |
| Revenue And Expenses Per Books | $213 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $213 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,245 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| US TREASURY | $1,131 | $1,131 |
| COMMONWEALTH OF MA | $105 | $105 |
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