BETA

Barry M Jaye: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
Barry M Jaye (EIN 04-6717573)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-02
IRS object ID
201611549349100506
Schema version
2015v2.1
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)
Return2016-06-02T13:10:31-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1117 KENDRICK STREET SUITE 800AddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046717573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARRY M JAYE FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAYEBusinessNameControlTxt
Phone6179690223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O BRAVER 117 KENDRICK ST NO 800AddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY M JAYEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6179693300PhoneNum
Signature2016-05-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES PHILBINPreparerPersonNm
PTINP00241641PTIN
Phone6175594400PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$898,593FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,449DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,449DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,839NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,087GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,839CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,326TotalRevAndExpnssAmt
Total Net Invst Incm$28,291TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$876OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$876TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,845ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,845ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,721TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,845TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,395ExcessRevenueOverExpensesAmt
Net Investment Income$28,141NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,975CashBOYAmt
Cash EOY$13,828CashEOYAmt
Cash EOYFMV$13,828CashEOYFMVAmt
Corporate Stock BOY$91,960CorporateStockBOYAmt
Corporate Stock EOY$89,712CorporateStockEOYAmt
Corporate Stock EOYFMV$884,765CorporateStockEOYFMVAmt
Total Assets BOY$113,935TotalAssetsBOYAmt
Total Assets EOY$103,540TotalAssetsEOYAmt
Total Assets EOYFMV$898,593TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
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-$288,736RetainedEarningBOYAmt
Retained Earning EOY-$299,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$113,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$113,935TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$103,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$113,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,395ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$103,540SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$103,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property176 SHARES BERKSHIRE HATHAWAY INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired1994-10-04AcquiredDt
Sold2015-07-22SoldDt
Gross Sales Price$25,087GrossSalesPriceAmt
Cost Or Other Basis$2,248CostOrOtherBasisAmt
Gain Or Loss$22,839GainOrLossAmt
Gains Minus Excess Or Losses$22,839GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,839CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$98,546AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$993,886NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099152DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,583AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$922,543NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054830DistributionYr2Rt
Adjusted Qlfy Distri Yr3$53,689AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$789,955NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.067965DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,479AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$775,072NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090932DistributionYr4Rt
Adjusted Qlfy Distri Yr5$109,211AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$845,855NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.129113DistributionYr5Rt
Total Distribution0.441992TotalDistributionRt
Average Distribution0.088398AverageDistributionRt
Net Vl Noncharitable Assets$946,903NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$83,704AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$281NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$83,985AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,845QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$563InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$563SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$563TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,610EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,610TotalPaymentsAndCreditsAmt
Overpayment$1,047OverpaymentAmt
Applied To ES Tax$1,047AppliedToESTaxAmt
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 Line11256 PARK STREETAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR BARRY M JAYE
1256 PARK STREETSTOUGHTONMA02072TRUSTEE0.00$0$0$0
JUDITH D LUDWIG
7 LIVINGSTON ROADSHARONMA02067TRUSTEE0.00$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$941,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,844AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$961,323TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$961,323AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,420CashDeemedCharitableAmt
Net Vl Noncharitable Assets$946,903NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$563TaxBasedOnInvestmentIncomeAmt
Total Tax$563TotalTaxAmt
Distributable Before Adj$46,782DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,782DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,782DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,845ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,845QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,845AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,782DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$69,056ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,567ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,031ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,488ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,206ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$172,348TotalExcessDistributionCyovAmt
Qualifying Distributions$37,845QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,845AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,937ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,937ExcessDistributionCyovAppCYAmt
Total Corpus$163,411TotalCorpusAmt
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$60,119ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$103,292ExcessDistriCyovToNextYrAmt
Excess From Year4$32,567ExcessFromYear4Amt
Excess From Year3$16,031ExcessFromYear3Amt
Excess From Year2$4,488ExcessFromYear2Amt
Excess From Year1$50,206ExcessFromYear1Amt

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 Line11256 PARK STREETAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd
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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHER BIG SISTER
PO BOX 141599IRVINGTX75014N/APUBLIC CHARITYGENERAL FUND$5,000
NETWORK FOR GOOD
1140 CONNECTICUT AVENUE NW 700WASHINGTONDC20036N/APUBLIC CHARITYGENERAL FUND$1,000
BHS CLASS SCHOLARSHIP FUND
BELMONT STREETBROCKTONMA02301N/APUBLIC CHARITYGENERAL FUND$5,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215N/APUBLIC CHARITYGENERAL FUND$9,500
FALMOUTH JEWISH CONGREGATION
7 HATCHVILLE ROADFALMOUTHMA02540N/APUBLIC CHARITYGENERAL FUND$5,000
DELRAY ARTS
51 NORTH SWINTON AVENUEDELRAY BEACHFL33444N/APUBLIC CHARITYGENERAL FUND$75
HELP OUR FRIEND KAREN
1010 2ND AVENUE 1770SAN DIEGOCA92101N/APUBLIC CHARITYGENERAL FUND$1,000
KRAVIS CENTER FOR PERFORM ARTS
701 OKEECHOBEE BOULEVARDWEST PALM BEACHFL33401N/APUBLIC CHARITYGENERAL FUND$395
BOSTON UNIVERSITY
ONE SILBER WAYBOSTONMA02215N/APUBLIC CHARITYGENERAL FUND$1,525
WE CAN
PO BOX 82081LOS ANGELESCA90082N/APUBLIC CHARITYGENERAL FUND$800
FORSYTH DENTAL SCHOOL
140 THE FENWAYBOSTONMA02115N/APUBLIC CHARITYGENERAL FUND$500
OSTERVILLE VILLAGE HOSPICE
120 S MAIN STREETCENTERVILLEMA02632N/APUBLIC CHARITYGENERAL FUND$1,000
BEIS RIVKA
C/O BARRY JAYE 1256 PARK STSTOUGHTONMA02067N/APUBLIC CHARITYGENERAL FUND$5,000
ZAKIM CENTER
450 BROOKLINE AVENUEBOSTONMA02215N/APUBLIC CHARITYGENERAL FUND$1,000
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076N/APUBLIC CHARITYGENERAL FUND$50
JOE CRONIN MEMORIAL
C/O BARRY JAYE 1256 PARK STSTOUGHTONMA02067N/APUBLIC CHARITYGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,845TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,449ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,839ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,291ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,291TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3 SHS BERKSHIRE HATHAWAY CL A$57,476$593,400
244 SHS JOHNSON & JOHNSON$5,806$25,064
2,425 SHS WAL MART$15,050$148,653
891 SHS BERKSHIRE HATHAWAY INC NEW CL B$11,380$117,648

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEE$150$150$0
COMM OF MA FILING FEE$35$0$0
MISCELLANEOUS$691$0$0

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