Civic Intelligence

David & Robin Jaye Foundation Charitable Trust

990PF • Fiscal year 2020 • EIN 04-6718903

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

C/O David Jaye 380 Beacon StBoston, MA 02116-1002

(617) 267-6322

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-9.5%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$484,194

Up $47,459 (+11%) from 2019

Net Assets

Up

$484,194

Up $47,459 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$50,670

Down $5,321 (-9.5%) from 2019

Expenses

Down

$2,805

Down $123,738 (-98%) from 2019

Net Income

Up

$47,865

Up $118,417 (+168%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $641,307Liabilities 2011: $10,700Net Assets 2011: $630,6072011Assets 2012: $598,312Liabilities 2012: $4,0782012Assets 2013: $580,200Liabilities 2013: $6,000Net Assets 2013: $574,2002013Assets 2014: $579,578Liabilities 2014: $4,8002014Assets 2015: $558,829Liabilities 2015: $0Net Assets 2015: $558,8292015Assets 2016: $552,234Liabilities 2016: $15,250Net Assets 2016: $536,9842016Assets 2017: $594,359Liabilities 2017: $1,000Net Assets 2017: $593,3592017Assets 2018: $507,600Liabilities 2018: $0Net Assets 2018: $507,6002018Assets 2019: $436,735Liabilities 2019: $0Net Assets 2019: $436,7352019Assets 2020: $484,194Liabilities 2020: $0Net Assets 2020: $484,1942020Assets 2021: $463,031Liabilities 2021: $0Net Assets 2021: $463,0312021Assets 2022: $424,408Liabilities 2022: $7,005Net Assets 2022: $417,4032022Assets 2023: $545,860Liabilities 2023: $0Net Assets 2023: $545,8602023Assets 2024: $440,346Liabilities 2024: $14,245Net Assets 2024: $426,1012024

Highlighted filing

2020

Assets$484,194
Liabilities$0
Net Assets$484,194

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2011: $36,6542011Revenue 2012: $6,150Expenses 2012: $45,772Net Income 2012: -$39,6222012Revenue 2013: $16,446Expenses 2013: $39,057Net Income 2013: -$22,6112013Revenue 2014: $65,726Expenses 2014: $46,134Net Income 2014: $19,5922014Revenue 2015: $42,264Expenses 2015: $72,343Net Income 2015: -$30,0792015Revenue 2016: $9,895Expenses 2016: $31,687Net Income 2016: -$21,7922016Revenue 2017: $68,305Expenses 2017: $11,762Net Income 2017: $56,5432017Revenue 2018: $25,681Expenses 2018: $110,863Net Income 2018: -$85,1822018Revenue 2019: $55,991Expenses 2019: $126,543Net Income 2019: -$70,5522019Revenue 2020: $50,670Expenses 2020: $2,805Net Income 2020: $47,8652020Revenue 2021: $93,355Expenses 2021: $114,518Net Income 2021: -$21,1632021Revenue 2022: $86,702Expenses 2022: $132,330Net Income 2022: -$45,6282022Revenue 2023: $217,230Expenses 2023: $91,104Net Income 2023: $126,1262023Revenue 2024: $18,661Expenses 2024: $136,089Net Income 2024: -$117,4282024

Highlighted filing

2020

Revenue$50,670
Expenses$2,805
Net Income$47,865
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JAYETrustee-$0--
ROBIN JAYETrustee-$0--
Filing and Contact Details

Filer

Filer Name
David & Robin Jaye Foundation Charitable Trust
EIN
04-6718903
Phone
6172676322
Address
C/O DAVID JAYE 380 BEACON ST, BOSTON, MA 02116-1002

Signing Officer

Name
David Jaye
Title
Trustee
Phone
6172676322
Signed
2021-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Sanderson Logan & Bechok PC
Address
18 Shawmut Street, Boston, MA 02116
Preparer
Glenn S Logan CPA
Phone
6174518700
Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Temple Ohabei Shalom
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Best Buddies International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LAMBS FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NOW THERE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Congregation Mishkan Tefila
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Michael J Fox Foundation for Parkinson's Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01187 Beacon St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 Southeast Second St Suite 2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt214245 W ROCKLAND RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3186 SOUTH ST STE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4384 Harvard St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5Grand Central Station PO Box 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LIBERTYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Brookline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510163
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt073680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt061381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt073680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094805
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0135061
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0406
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0COMMONWEALTH OF MA
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JAYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172676322
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID & ROBIN JAYE FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0046718903
ReturnHeader/Filer/PhoneNum06172676322
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O DAVID JAYE 380 BEACON ST
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021161002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sanderson Logan & Bechok PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 Shawmut Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06174518700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Glenn S Logan CPA
ReturnHeader/ReturnTs02021-10-28T09:17:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAYE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.14$4.26$0.19$1.36$1.17
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$2.17$0.91$1.26
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.07$4.17$0.87$1.32$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.93$1.15$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.51$0.03$0.48
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.56$1.27$0.71
2018Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.26$1.11$0.85
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.01$5.93$0.68$0.12$0.57
2016Detailed filing. Detailed filing data is available for this year.$5.52$0.15$5.37$0.10$0.32$0.22
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.42$0.72$0.30
2014Summary only. Only limited summary data is available for this year.$5.80$0.05$0.66$0.46$0.20
2013Detailed filing. Detailed filing data is available for this year.$5.80$0.06$5.74$0.16$0.39$0.23
2012Summary only. Only limited summary data is available for this year.$5.98$0.04$0.06$0.46$0.40
2011Detailed filing. Detailed filing data is available for this year.$6.41$0.11$6.31$0.37