Barry M & Carol S Jaye Charitable Foundation Trust, Jaye Barry M & Judith D Ludwig Ttee in Needham, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Barry M & Carol S Jaye Charitable Foundation Trust, Jaye Barry M & Judith D Ludwig Ttee | |
| Employer Identification Number (EIN) | 046717573 |
| Name of Organization | Barry M & Carol S Jaye Charitable Foundation Trust |
| Secondary Name | Jaye Barry M & Judith D Ludwig Ttee |
| In Care of Name | Braver Wealth Mgmt |
| Address | C/O Braver Wlth Mgmt 117 Kendrick, Needham, MA 02494 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $164,042 |
| Amount of Income | $5,114 |
| Form 990 Revenue Amount | $43,789 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $94,091 | $94,091 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,273 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $85,818 | |||
| Total expenses and disbursements | $55,758 | $2,069 | $0 | $53,689 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,069 | $2,069 | $0 | |
| Contributions, gifts, grants paid | $53,689 | |||
| Excess of revenue over expenses and disbursements | $38,333 | |||
| Net investment income | $92,022 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $213,193 | $830,406 |
| Cash - non-interest-bearing | $81,257 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $131,936 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $213,193 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $85,818 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,840 |
| Total credits and payments | $4,159 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $659 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,319 |
| Amount to be credited to 2013 estimated tax | $2,319 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $801,985 |
| Net value of noncharitable-use assets | $789,960 |
| Minimum investment return | $39,498 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,658 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,658 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Barre Sportsmans Club Inc | 221 Spring Hill Rd, Barre, MA 01005-9533 | MA | 1990-01 | $51,219 |
| 2 | Barrett Housing Corporation | C/O Joel A Less 45 Wood Avenue, Pittsfield, MA 01201 | MA | 1978-02 | $576,937 |
| 3 | Barrington Stage Co Inc | 58 Union St, Pittsfield, MA 01201-4530 | MA | 1995-11 | $4,256,307 |
| 4 | Barro Sin Plomo Usa Inc | 230 Walnut St, Brookline, MA 02445-6706 | MA | 2008-01 | $2,300 |
| 5 | Barron Family Charitable Foundation | 200 Berkeley St, Boston, MA 02116-5022 | MA | 1988-01 | $556,467 |
| 6 | Barros Foundation | 541 Wrentham Rd, Bellingham, MA 02019-2653 | MA | 2005-08 | $1 |
| 7 | Barrow Medical Foundation Inc | 265 Franklin St 20 Flr, Boston, MA 02110-3113 | MA | 1950-10 | $41,549 |
| 8 | Barry & Odile Fidelman Charitable Foundation Tr | 56 Isaac Davis Rd, Concord, MA 01742-1512 | MA | 2000-03 | $291,455 |
| 9 | Barry Family Foundation Inc | 70 Perkins St, Jamaica Plain, MA 02130-4309 | MA | 2000-10 | $71,183 |
| 10 | Barry L Price Rehabilitation Center Inc, Dba The Price Center | 77 Rowe St Ste 200, Auburndale, MA 02466-1511 | MA | 1978-08 | $8,052,627 |
| 11 | Barry M & Carol S Jaye Charitable Foundation Trust, Jaye Barry M & Judith D Ludwig Ttee | C/O Braver Wlth Mgmt 117 Kendrick, Needham, MA 02494 | MA | 1993-03 | $5,114 |
| 12 | Barstow Fund | 225 Franklin St, Boston, MA 02110-2804 | MA | 1984-08 | $152,649 |
| 13 | Barter Family Foundation | 100 Federal St 37th Flr, Boston, MA 02110-1802 | MA | 2005-02 | $924,048 |
| 14 | Bartlett Cemetery Association Of Amesbury | C/O L Colby 18 Kendricks Ct, Amesbury, MA 01913 | MA | 1952-12 | $109,683 |
| 15 | Bartlett School Inc | PO BOX 550185, North Waltham, MA 02455-0185 | MA | 1979-03 | $2,217,675 |
| 16 | Barton Center For Diabetes Education Inc | PO BOX 356, North Oxford, MA 01537-0356 | MA | 1986-08 | $4,291,939 |
| 17 | Baseball In Africa Incorporated | PO BOX 487, Shrewsbury, MA 01545-0487 | MA | 2003-05 | $1 |
| 18 | Basicneeds Us Inc | 9 Meriam St Ste 4, Lexington, MA 02420-5312 | MA | 2009-03 | $96,647 |
| 19 | Bass Haven Yacht Club Inc | PO BOX 428, Beverly, MA 01915-0008 | MA | 1975-02 | $76,516 |
| 20 | Bass Pond Club Inc | 444a North Main Street Suite 204, East Longmeadow, MA 01028 | MA | 1994-11 | $0 |
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