Barry M Jaye: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Barry M Jaye (EIN 04-6717573)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201512269349100311
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T09:27:03-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 KENDRICK STREET SUITE 800 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046717573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY M JAYE FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYE | BusinessNameControlTxt |
| Phone | 6179690223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BRAVER WLTH MGMT 117 KENDRICK | AddressLine1Txt |
| Address Line2 | ST NO 800 | AddressLine2Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY M JAYE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179693300 | PhoneNum |
| Signature | 2015-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES PHILBIN | PreparerPersonNm |
| PTIN | P00241641 | PTIN |
| Phone | 6175594400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,093,959 | 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 | $5,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,412 | 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 | $3,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,530 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,747 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,106 | CashBOYAmt |
| Cash EOY | $21,975 | CashEOYAmt |
| Cash EOYFMV | $21,975 | CashEOYFMVAmt |
| Corporate Stock BOY | $131,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,960 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,071,984 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $164,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,093,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $402,671 | CapitalStockBOYAmt |
| Capital Stock EOY | $402,671 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$238,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$288,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,126 | OtherIncreasesAmt |
| Subtotal | $137,692 | SubtotalAmt |
| Other Decreases | $23,757 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 346 SHS BERKSHIRE HATHAWAY INC | 1994-10-04 | 2014-11-17 | $50,078 | $4,419 | $45,659 | $45,659 |
| 447 SHS PROCTER & GAMBLE CO | 1997-06-12 | 2014-05-29 | $35,703 | $15,815 | $19,888 | $19,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,547 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,583 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $922,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054830 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,689 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $789,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067965 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $775,072 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $845,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.129113 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $106,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $787,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.134854 | DistributionYr5Rt |
| Total Distribution | 0.477694 | TotalDistributionRt |
| Average Distribution | 0.095539 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $993,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,955 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,632 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,223 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,287 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,287 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,610 | OverpaymentAmt |
| Applied To ES Tax | $1,610 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR BARRY JAYE | IndividualWithBooksNm |
| Phone | 5085843500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1256 PARK STREET | AddressLine1Txt |
| City | STOUGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02072 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| DR BARRY M JAYE | ||||||||
| 1256 PARK STREET | STOUGHTON | MA | 02072 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JUDITH D LUDWIG | ||||||||
| 7 LIVINGSTON ROAD | SHARON | MA | 02067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $991,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,009,021 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,009,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $993,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $677 | TotalTaxAmt |
| Distributable Before Adj | $49,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,223 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $677 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,546 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,031 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,551 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,206 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $239,757 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $67,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $172,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,056 | ExcessFromYear4Amt |
| Excess From Year3 | $32,567 | ExcessFromYear3Amt |
| Excess From Year2 | $16,031 | ExcessFromYear2Amt |
| Excess From Year1 | $4,488 | ExcessFromYear1Amt |
| Excess From Current Year | $50,206 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR BARRY M JAYE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1256 PARK STREET | AddressLine1Txt |
| City | STOUGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5085843500 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM FOR APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIG BROTHER BIG SISTER | |||||||||||
| PO BOX 141599 | IRVING | TX | 75014 | N/A | PUBLIC CHARITY | GENERAL FUND | $7,500 | ||||
| CAPE COD HOPEHEALTH | |||||||||||
| 765 ATTUCKS LN | HYANNIS | MA | 02601 | N/A | PUBLIC CHARITY | GENERAL FUND | $4,050 | ||||
| COMBINED JEWISH PHILANTROPIES | |||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL FUND | $60,050 | ||||
| DANA-FARBER CANCER INSTITUTE | |||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUND | $7,180 | ||||
| FALMOUTH JEWISH CONGREGATION | |||||||||||
| 7 HATCHVILLE ROAD | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | GENERAL FUND | $4,250 | ||||
| FALMOUTH JEWISH CONGREGATION | |||||||||||
| 7 HATCHVILLE ROAD | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,111 | ||||
| GANN ACADEMY | |||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 | ||||
| JFK LIBRARY | |||||||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| KRAVIS CENTER FOR PERFORM ARTS | |||||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 | ||||
| ONE FAMILY | |||||||||||
| 240 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| PAN-MASS CHALLENGE | |||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | GENERAL FUND | $750 | ||||
| PEABODY MUSEUM | |||||||||||
| 11 DIVINITY AVENUE | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | GENERAL FUND | $32 | ||||
| MCGILL UNIVERSITY | |||||||||||
| N/A | PUBLIC CHARITY | GENERAL FUND | $500 | 845 SHERBROOKE STREET WEST | MONTREAL | CA | H3AOG4 | ||||
| THE JIMMY FUND | |||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| UNIVERSITY OF BRIDGEPORT | |||||||||||
| 126 PARK AVENUE | BRIDGEPORT | CT | 06604 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 | ||||
| ZAKIM CENTER | |||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUND | $450 | ||||
| WOUNDED WARRIOR PROJECT | |||||||||||
| 150 CAMBRIDGE PARK DRIVE | CAMBRIDGE | MA | 02140 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,223 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,412 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRAVER WEALTH MANAGEMENT | CategoryTxt |
| Amt | $3,530 | Amt |
| Net Investment Income | $3,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3 SHS BERKSHIRE HATHAWAY CL A | $57,476 | $678,000 |
| 244 SHS JOHNSON & JOHNSON | $5,806 | $25,515 |
| 447 SHS PROCTER & GAMBLE | $0 | $0 |
| 2,425 SHS WAL MART | $15,050 | $208,259 |
| 1,067 SHS BERKSHIRE HATHAWAY INC NEW CL B | $13,628 | $160,210 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALMART STORES INC 2013 BASIS ADJUSTMENT | Desc |
| Amt | $23,757 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR & GAMBLE 2013 BASIS ADJUSTMENT | Desc |
| Amt | $5,126 | Amt |
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