Barry M Jaye: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- Barry M Jaye (EIN 04-6717573)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201333119349100123
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T13:27:17-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042986240 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046717573 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY M JAYE FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAYE | NameControl |
| Phone | 6179690223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BRAVER WEALTH MGMT 117 KENDRICK | AddressLine1 |
| Address Line2 | ST NO 800 | AddressLine2 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY M JAYE | Name |
| Title | TRUSTEE | Title |
| Phone | 6179693300 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M PHILBIN | Name |
| PTIN | P00241641 | PTIN |
| Phone | 6179690223 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 830406 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 8273 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8273 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 85818 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 125520 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 85818 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 94091 | TotalRevenueAndExpenses |
| Total Net Investment Income | 94091 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1857 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1857 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 35 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 35 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 177 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 177 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2069 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2069 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 53689 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 53689 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55758 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2069 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 53689 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 38333 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 92022 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3222 | CashBOY |
| Cash EOY | 81257 | CashEOY |
| Cash EOYFMV | 81257 | CashEOYFMV |
| Investments Corp Stock BOY | 171638 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 131936 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 749149 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 174860 | TotalAssetsBOY |
| Total Assets EOY | 213193 | TotalAssetsEOY |
| Total Assets EOYFMV | 830406 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 402671 | CapitalStockBOY |
| Capital Stock EOY | 402671 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -227811 | RetainedEarningsBOY |
| Retained Earnings EOY | -189478 | RetainedEarningsEOY |
| Total Net Assets BOY | 174860 | TotalNetAssetsBOY |
| Total Net Assets EOY | 213193 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 174860 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 213193 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 174860 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 38333 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 213193 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 213193 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 450 SHS BERKSHIRE HATHAWAY CL B | 1997-06-12 | 2012-02-13 | 35494 | 14276 | 21218 | 21218 |
| 1818 SHS MICROSOFT | 1997-02-18 | 2012-06-30 | 55013 | 13351 | 41662 | 41662 |
| 505 SHS PROCTER & GAMBLE | 1997-06-12 | 2012-10-17 | 35013 | 12075 | 22938 | 22938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 85818 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 70479 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 775072 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.090932 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 109211 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 845855 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.129113 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 106208 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 787577 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.134854 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41620 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1108292 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037553 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 86810 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1164245 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074563 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.467015 | TotalDistributionRatio |
| Average Distribution Ratio | 0.093403 | AverageDistributionRatio |
| Net Noncharitable Assets | 789955 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 73784 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 920 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 74704 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 53689 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1840 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1840 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1840 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 659 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3500 | TaxPaidWithExtension |
| Total Credits And Payments | 4159 | TotalCreditsAndPayments |
| Overpayment | 2319 | Overpayment |
| Amount Credited To Next Year | 2319 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DR BARRY JAYE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5085843500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 773739 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28246 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 801985 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 801985 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12030 | CashDeemedCharitable |
| Net Noncharitable Assets | 789955 | NetNoncharitableAssets |
| Minimum Investment Return | 39498 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39498 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1840 | TaxBasedOnInvestmentIncome |
| Total Tax | 1840 | TotalTax |
| Distributable Amount Before Adj | 37658 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 37658 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 37658 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 53689 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 53689 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 53689 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37658 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 29628 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 67409 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 69056 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 32567 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 198660 | TotalExcessDistriCarryover |
| Qualifying Distributions | 53689 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37658 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16031 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 214691 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 29628 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 185063 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 67409 | ExcessFromYear3 |
| Excess From Year2 | 69056 | ExcessFromYear2 |
| Excess From Year1 | 32567 | ExcessFromYear1 |
| Excess From Current Year | 16031 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DR BARRY M JAYE | RecipientName |
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 Number | 5085843500 | RecipientPhoneNumber |
| Form And Info And Materials | NO FORM FOR APPLICATIONS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||
| 1 SILBER WAY | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITABLEGENERAL FUND | $500 |
| TEMPLE SINAI | |||||||
| 25 CANTON STREET | SHARON | MA | 02067 | N/A | PUBLIC CHARITY | CHARITABLEGENERAL FUND | $10,000 |
| BEACON ACADEMY | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND;LISTTOTAL 12000 | $500 |
| SANDY LANE CHARITABLE TRUST | |||||||
| SANDY LANE | ST JAMES BARBADOS | WI | 24024 | N/A | PUBLIC CHARITY | GENERAL FUND | $200 |
| SUSAN EBERT FUND | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| LEVANT FOUNDATION | |||||||
| 600 TRAVIS SUITE 6800 | HOUSTON | TX | 77002 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| FALMOUTH JEWISH CONGREGATION | |||||||
| 7 HATCHVILLE ROAD | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND;LISTTOTAL 15000 | $1,795 |
| THE JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| DANA FARBER | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,200 |
| OSU FOUNDATION | |||||||
| 707 SW WASHINGTON STREET | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | GENERAL FUNDGENERAL FUNDGENERAL FUND | $1,000 |
| THE SECOND STEP | |||||||
| 288 WALNUT STREET | NEWTONVILLE | MA | 02460 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| ONE FAMILY | |||||||
| 240 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| HENRY'S FORK FOUNDATION | |||||||
| 606 MAIN STREET | ASHTON | ID | 83420 | N/A | PUBLIC CHARITY | GENERAL FUND | $80 |
| MALDEN ANGLER ASSN | |||||||
| PO BOX 1349 | SAUGUS | MA | 01906 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| BOSTON JEWISH FILM FESTVAL | |||||||
| 1001 WATERTOWN STREET | NEWTON | MA | 02465 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| WOODS SERV FOUNDATION | |||||||
| PO BOX 36 | LANGHORNE | PA | 19047 | N/A | PUBLIC CHARITY | GENERAL FUND | $144 |
| THE COLON CANCER FOUNDATION | |||||||
| 10 KING STREET | WHIATE PLAINS | NY | 10604 | N/A | PUBLIC CHARITY | GENERAL FUND | $150 |
| THE BLACKSTONE SCHOLARSHIP | |||||||
| 302 EAST PETTIGREW STREET | DURHAM | NC | 27701 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| COMBINED JEWISH PHILANTROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL FUND | $25,290 |
| DANA FARBER PAN MASS CHALLENGE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| DANA FARBER | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 53689 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,273 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $85,818 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $94,091 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 94091 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRAVER WEALTH MANAGEMENT | Category |
| Amount | $1,857 | Amount |
| Net Investment Income | 1857 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4 SHS BERKSHIRE HATHAWAY CL A | 76634 | 536240 |
| 450 SHS BERKSHIRE HATHAWAY CL B | 0 | 0 |
| 244 SHS JOHNSON & JOHNSON | 5806 | 17104 |
| 1818 SHS MICROSOFT | 0 | 0 |
| 952/447 SHS PROCTER & GAMBLE | 10689 | 30347 |
| 2425 SHS WAL MART | 38807 | 165458 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEE | Description |
| Revenue And Expenses Per Books | 177 | RevenueAndExpensesPerBooks |
| Net Investment Income | 177 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH OF MASSACHUSETTS | Category |
| Amount | $35 | Amount |
| Net Investment Income | 35 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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