DAVID A AND ROBIN E JAYE FOUNDATION CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A AND ROBIN E JAYE FOUNDATION CHARITABLE TR (EIN 04-6718903)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201342269349100409
- Schema version
- 2012v2.0
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T07:32:16-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDERSON LOGAN & BECHOK PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SHAWMUT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021165408 | 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 | 046718903 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & ROBIN JAYE FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 6172676322 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAVID JAYE 380 BEACON ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021161002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID JAYE | Name |
| Title | TRUSTEE | Title |
| Phone | 6172676322 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLENN S LOGAN CPA | Name |
| Phone | 6174518700 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 663332 | 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 | 23264 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23233 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -17114 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 114345 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6150 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23233 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4532 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4532 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 5000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5000 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 239 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 35 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 425 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 257 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 257 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10453 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9824 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35319 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35319 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45772 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9824 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35319 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39622 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13409 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 438 | CashBOY |
| Cash EOY | 438 | CashEOY |
| Cash EOYFMV | 438 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 23331 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 34096 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 34096 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 2531 | AccountsReceivable |
| Accounts Receivable BOY | 5063 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2531 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2531 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 346576 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 382595 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 441010 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 150000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 125000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 129404 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 115899 | InvestmentsOtherBOY |
| Investments Other EOY | 53652 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 55853 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 641307 | TotalAssetsBOY |
| Total Assets EOY | 598312 | TotalAssetsEOY |
| Total Assets EOYFMV | 663332 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 10700 | AccountsPayableBOY |
| Accounts Payable EOY | 4078 | AccountsPayableEOY |
| Total Liabilities BOY | 10700 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4078 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 630607 | RetainedEarningsBOY |
| Retained Earnings EOY | 594234 | RetainedEarningsEOY |
| Total Net Assets BOY | 630607 | TotalNetAssetsBOY |
| Total Net Assets EOY | 594234 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 641307 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 598312 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 630607 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39622 | ExcessOfRevenueOverExpenses |
| Other Increases | 3249 | OtherIncreases |
| Subtotal | 594234 | Subtotal |
| Total Net Assets Fund Balances EOY | 594234 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 114345 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 131459 | CostOrOtherBasis |
| Gain Or Loss | -17114 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | -17114 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -17114 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31407 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 630150 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049841 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33058 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 620528 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053274 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27418 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 629465 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043558 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31178 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 695360 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044837 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53988 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 816123 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066152 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257662 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051532 | AverageDistributionRatio |
| Net Noncharitable Assets | 646576 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 33319 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 134 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 33453 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35319 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 134 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 134 | Subtotal |
| Tax Based On Investment Income | 134 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Original Return Overpayment | -500 | OriginalReturnOverpayment |
| Overpayment | 366 | Overpayment |
| Amount Credited To Next Year | 366 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID JAYE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174138875 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 BEACON ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021161002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID JAYE | ||||||||
| 380 BEACON ST | BOSTON | MA | 02116 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ROBIN JAYE | ||||||||
| 380 BEACON ST | BOSTON | MA | 02116 | TRUSTEE | 0 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 624740 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29151 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2531 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 656422 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 656422 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9846 | CashDeemedCharitable |
| Net Noncharitable Assets | 646576 | NetNoncharitableAssets |
| Minimum Investment Return | 32329 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32329 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 134 | TaxBasedOnInvestmentIncome |
| Total Tax | 134 | TotalTax |
| Distributable Amount Before Adj | 32195 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32195 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32195 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35319 | ExpensesAndContributions |
| Qualifying Distributions | 35319 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 134 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35185 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32195 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 13796 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 2158 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 307 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 16261 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35319 | QualifyingDistributions |
| Remaining Distri From Corpus | 35319 | RemainingDistriFromCorpus |
| Total Corpus | 51580 | TotalCorpus |
| Undistributed Income CY | 32195 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 13796 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 37784 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 2158 | ExcessFromYear2 |
| Excess From Year1 | 307 | ExcessFromYear1 |
| Excess From Current Year | 35319 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | ||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | SWIMMING & DIVINGFRIENDS OF MEN'SFUND | $3,000 |
| BOSTON UNIVERSITY | ||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | AGGANIS ARENA | $78 |
| TUFTS MEDICAL CENTER | ||||||
| 800 WASHINGTON ST 231 | BOSTON | MA | 02111 | NONE | GENERAL PURPOSES | $10,570 |
| WALK FOR HUNGER | ||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | NONE | GENERAL PURPOSES | $500 |
| NEW ENGLAND DISABLED SPORTS | ||||||
| PO BOX 26 | LINCOLN | NH | 03251 | NONE | GENERAL PURPOSES | $7,300 |
| GREEN MOUNTAIN COLLEGE | ||||||
| 1 BRENNAN CIR | POULTNEY | VT | 05764 | NONE | GENERAL PURPOSES | $1,000 |
| THE BOSTON SYNAGOGUE | ||||||
| 55 MARTHA RD | BOSTON | MA | 02114 | NONE | GENERAL PURPOSES | $200 |
| AMERICAN CANCER SOCIETY | ||||||
| 18 TREMONT ST STE 70 | BOSTON | MA | 02108 | NONE | GENERAL PURPOSES | $100 |
| BEST BUDDIES OF MA | ||||||
| 45 BROMFIELD ST | BOSTON | MA | 02108 | NONE | GENERAL PURPOSES | $2,300 |
| HUB ON WHEELS | ||||||
| CITY HALL PLAZA | BOSTON | MA | 02115 | NONE | GENERAL PURPOSES | $97 |
| TEAM DONATE LIFE INC | ||||||
| 2150 RIVER PLAZA DRIVE SUITE 415 | SACRAMENTO | CA | 95833 | NONE | GENERAL PURPOSES | $400 |
| TILTON SCHOOL | ||||||
| 30 SCHOOL STREET | TILTON | NH | 03276 | NONE | GENERAL PURPOSES | $3,000 |
| SOUTH END HISTORICAL SOCIETY | ||||||
| 532 MASSACHUSETTS AVE | BOSTON | MA | 02118 | NONE | GENERAL PURPOSES | $250 |
| UNH FOUNDATION | ||||||
| 9 EDGEWOOD RD | DURHAM | NH | 03824 | NONE | GENERAL PURPOSES | $500 |
| CARROLL SHELBY FOUNDATION | ||||||
| 19021 SOUTH FIGUEROA ST | GARDENA | CA | 90248 | NONE | GENERAL PURPOSES | $100 |
| BOYS & GIRLS CLUB OF CAPE COD INC | ||||||
| 31 FRANK E HICKS DR | MASHPEE | MA | 02649 | NONE | GENERAL PURPOSES | $99 |
| SUDBURY FOR WOUNDED WARRIORS | ||||||
| PO BOX 1166 | SUDBURY | MA | 01776 | NONE | GENERAL PURPOSES | $100 |
| GREATER BOSTON PFLAG | ||||||
| 85 RIVER ST SUITE 3A | WALTHAM | MA | 02454 | NONE | GENERAL PURPOSES | $1,500 |
| SWIM ACROSS AMERICA | ||||||
| 30 BULLARD STREET | WALPOLE | MA | 02081 | NONE | GENERAL PURPOSES | $100 |
| MADD MASSACHUSETTS | ||||||
| 15 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | NONE | GENERAL PURPOSES | $100 |
| HARBOR TO THE BAY RIDE | ||||||
| PO BOX 990243 | BOSTON | MA | 02199 | NONE | GENERAL PURPOSES | $1,075 |
| CONGREGATION MISHKAN TEFILA | ||||||
| 300 HAMMOND POND PKWY | CHESTNUT HILL | MA | 02467 | NONE | GENERAL PURPOSES | $2,050 |
| UNIVERSITY CLUB OF BOSTON | ||||||
| 426 STUART ST | BOSTON | MA | 02116 | NONE | SCHOLARSHIP FUND | $575 |
| PRIDE OF BROCKTON CEMETARY | ||||||
| 197 SOUTH ST | STOUGHTON | MA | 02072 | NONE | GENERAL PURPOSES | $100 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 165 CAMBRIDGE ST SUITE 600 | BOSTON | MA | 021142792 | NONE | LIPSON MEMORIAL FUND | $125 |
| AFRICA YOGA PROJECT | ||||||
| PO BOX 69 | WOODSTOCK | NY | 12498 | NONE | GENERAL PURPOSES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35319 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,264 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$17,114 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,150 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6150 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| SANDERSON, LOGAN & BECHOK, PC ACCOUNTING | $2,000 | 2000 |
| DORMAN & ASSOCIATES ACCOUNTING | $2,532 | 2532 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PUBLICLY TRADED SECURITIES | Name |
| How Acquired | Purchased | HowAcquired |
| Gross Sales Price | 114345 | GrossSalesPrice |
| Basis | 131459 | Basis |
| Basis Method | Cost | BasisMethod |
| Total Net | -17114 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GOLDMAN SACHS GROUP INC 3.75% 08/15/16 | 25000 | 26099 |
| DOW CHEMICAL CO INTR NTS 4.1% 09/15/17 | 50000 | 50235 |
| GE CAPITAL INT NTS 4% 08/15/18 | 25000 | 26668 |
| BANK OF AMERICA INTER NTS 4.75% 08/15/19 | 25000 | 26402 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | 46805 | 58950 |
| BANK OF AMERICA CORP 8.625% PFD | 25000 | 25560 |
| DUKE ENERGY HOLDING CORP | 36025 | 42491 |
| EXXON MOBIL CORP | 38288 | 43275 |
| GENERAL ELECTRIC CO | 18922 | 20990 |
| INTEL CORP | 20682 | 20620 |
| INTL PAPER CO | 21451 | 23904 |
| MERRILL LYNCH PFD CAP TR III | 25000 | 24990 |
| NEXTERA ENERGY INC | 26316 | 34595 |
| PROCTER & GAMBLE CO | 63095 | 67890 |
| ROYAL DUTCH SHELL PLC | 22994 | 34475 |
| VERIZON COMMUNICATIONS | 38017 | 43270 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KINDER MORGAN ENERGY PARTNERS MLP | CategoryOrItem |
| Book Value | 53652 | BookValue |
| EOYFMV | 55853 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAX | Description |
| Revenue And Expenses Per Books | 257 | RevenueAndExpensesPerBooks |
| Net Investment Income | 257 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT | Description |
| Amount | $3,249 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRWIN CANTOR INVESTMENT FEES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 5000 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL | $204 | |
| COMMONWEALTH OF MA | $35 | 35 |
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