Barry M Jaye: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Barry M Jaye (EIN 04-6717573)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201402209349100715
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T14:54:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 KENDRICK STREET SUITE 800 | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | ST NO 800 | AddressLine2 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY M JAYE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179693300 | PhoneNum |
| Signature | 2014-07-22 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $993,207 | 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 | $5,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,114 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,114 | 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 |
| Taxes Rev And Expnss | $3,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,257 | CashBOYAmt |
| Cash EOY | $32,106 | CashEOYAmt |
| Cash EOYFMV | $32,106 | CashEOYFMVAmt |
| Corporate Stock BOY | $131,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,778 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $783,261 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $177,840 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $213,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $993,207 | 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 | -$189,478 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$238,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $213,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $213,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $164,042 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $164,042 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $789,955 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067965 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,479 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $775,072 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,211 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $845,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.129113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $787,577 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,108,292 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037553 | DistributionYr5Rt |
| Total Distribution | 0.460417 | TotalDistributionRt |
| Average Distribution | 0.092083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $922,543 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,951 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,583 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,319 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,319 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,287 | OverpaymentAmt |
| Applied To ES Tax | $2,287 | 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 | AddressLine1 |
| City | STOUGHTON | City |
| State | MA | State |
| ZIP Code | 02072 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $893,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $936,592 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $936,592 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $922,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32 | TotalTaxAmt |
| Distributable Before Adj | $46,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,583 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,583 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $67,409 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,056 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,488 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $189,551 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,409 | ExcessFromYear4Amt |
| Excess From Year3 | $69,056 | ExcessFromYear3Amt |
| Excess From Year2 | $32,567 | ExcessFromYear2Amt |
| Excess From Year1 | $16,031 | ExcessFromYear1Amt |
| Excess From Current Year | $4,488 | 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 | AddressLine1 |
| City | STOUGHTON | City |
| State | MA | State |
| ZIP Code | 02072 | ZIPCode |
| 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWSIH FAMILY AND CHILDRENS SERVICES | |||||||
| 174 PORTLAND STREET 5 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $1,000 |
| BOSTON POLICE RELIEF ASSOC | |||||||
| 1249 HYDE PARK AVE | HYDE PARK | MA | 02136 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| BOSTON JEWISH FILM FESTIVAL | |||||||
| 1001 WATERTOWN STREET | WEST NEWTON | MA | 02465 | N/A | PUBLIC CHARITY | GENERAL FUNDCHARITABLEGENERAL FUND | $700 |
| FALMOUTH JEWISH CONGREGATION | |||||||
| 7 HATCHVILLE ROAD | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,250 |
| ALZHEIMERS ASSOC | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| THE JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,200 |
| JOURNEY TO SAFETY | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL FUND | $833 |
| COMBINED JEWISH PHILANTROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,400 |
| WOUNDED WARRIOR PROJECT | |||||||
| 150 CAMBRIDGE PARK DRIVE | CAMBRIDGE | MA | 02140 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| AIDS ACTION COMMITTEE | |||||||
| 75 AMORY STREET | ROXBURY | MA | 02119 | N/A | PUBLIC CHARITY | GENERAL FUND | $950 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,583 | 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 | $5,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,114 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3 SHS BERKSHIRE HATHAWAY CL A | $57,476 | $533,700 |
| 244 SHS JOHNSON & JOHNSON | $5,806 | $22,348 |
| 447 SHS PROCTER & GAMBLE | $10,689 | $36,390 |
| 2425 SHS WAL MART | $38,807 | $190,823 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1,500 SHS BERKSHIRE HATHAWAY INC NEW CL B | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $19,158 | BookValueAmt |
| EOYFMV | $177,840 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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