David A And Robin E Jaye Foundation Charitable Tr, Meyer Steven A Ttee in Boston, 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
| David A And Robin E Jaye Foundation Charitable Tr, Meyer Steven A Ttee | |
| Employer Identification Number (EIN) | 046718903 |
| Name of Organization | David A And Robin E Jaye Foundation Charitable Tr |
| Secondary Name | Meyer Steven A Ttee |
| In Care of Name | David Jaye |
| Address | C/O David Jaye 380 Beacon St, Boston, MA 02116 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $580,200 |
| Amount of Income | $153,071 |
| Form 990 Revenue Amount | $25,335 |
Non-representatives - add comments:
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 | $6,150 | $23,233 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $23,264 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $45,772 | $9,824 | $0 | $35,319 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,453 | $9,824 | $0 | |
| Contributions, gifts, grants paid | $35,319 | |||
| Excess of revenue over expenses and disbursements | $-39,622 | |||
| Net investment income | $13,409 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $598,312 | $663,332 |
| Cash - non-interest-bearing | $438 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $382,595 | |
| Investments-corporate bonds | $125,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $53,652 | |
| Other | $36,627 | |
| Total liabilities | $4,078 | |
| Mortgages and other notes payable | $0 | |
| Other | $4,078 | |
| Total liabilities and net assets/fund balances | $594,234 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-17,114 |
| 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 | $134 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $366 |
| Amount to be credited to 2013 estimated tax | $366 |
| 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 | $656,422 |
| Net value of noncharitable-use assets | $646,580 |
| Minimum investment return | $32,329 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,195 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,195 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $32,195 |
| 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 | Dartmouth Youth Activities Association Incorporated | PO BOX 80052, S Dartmouth, MA 02748-0052 | MA | 1960-09 | $190,276 |
| 2 | Dartmouth Youth Soccer Association Inc | 12 Dallas St, Dartmouth, MA 02748 | MA | 1988-09 | $148,578 |
| 3 | Darwin F Swallow Trust Uw | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $4,929 |
| 4 | Daughters Of The Nile, Ahlem Temple No 84 | 15 Bliss St, Monson, MA 01057 | MA | 1942-03 | $0 |
| 5 | Daughters Of Vartan | 19 Harvard St, Belmont, MA 02478 | MA | 1964-10 | $61,879 |
| 6 | Davenport Child Care Inc | PO BOX 235, Chesterfield, MA 01012-0235 | MA | 2001-11 | $194,432 |
| 7 | Davenport Fam Charitable Foundation, Davenport Timothy A Ttee | 93 Worcester St, Wellesley, MA 02481-3609 | MA | 2001-06 | $2 |
| 8 | Davenport Memorial Foundation | 70 Salem St, Malden, MA 02148-5208 | MA | 1947-01 | $5,329,179 |
| 9 | Davi-Ellen And Bruce Allan Chabner Family Foundation Inc | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 2004-05 | $466,721 |
| 10 | David & Elizabeth Ames Charitable Tr, Woodburn R Robert Jr Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 1998-12 | $53,177 |
| 11 | David A And Robin E Jaye Foundation Charitable Tr, Meyer Steven A Ttee | C/O David Jaye 380 Beacon St, Boston, MA 02116 | MA | 1993-07 | $153,071 |
| 12 | David Adam Schoolman Tr Under Art 4, Leith John A Ttee | Taylor Ganson Perrin Llp 160, Boston, MA 02110 | MA | 1996-02 | $54,077 |
| 13 | David And Elizabeth A Gormley Family Foundation Inc | 83 Carriage Way, Sudbury, MA 01776-2840 | MA | 1997-06 | $126,682 |
| 14 | David Auerbach Family Foundation | C/O Darmody Merlino 75 Federal St, Boston, MA 02110 | MA | $52,000 | |
| 15 | David B Melville Foundation The | 30 Colpitts Road, Weston, MA 02493-1534 | MA | 1979-11 | $12,505 |
| 16 | David E Moeser Ind Trust 0709485 | PO BOX 51400, Boston, MA 02205-1400 | MA | 1970-12 | $70,511 |
| 17 | David E Smith Trust | PO BOX 252, Rowley, MA 01969-0552 | MA | 1980-06 | $3,823 |
| 18 | David F Brooks Foundation Inc | PO BOX 960163, Boston, MA 02196-0163 | MA | 2000-10 | $29,647 |
| 19 | David Frawley 2003 Foundation | 319 Longwood Ave, Boston, MA 02115-5728 | MA | 2008-08 | $15,503 |
| 20 | David Gopen Foundation | 76 Seattle Street 7, Allston, MA 02134-1245 | MA | 1964-07 | $26,666 |
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