THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-09
- IRS object ID
- 202331299349103098
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T13:30:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046905753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FISH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISH | BusinessNameControlTxt |
| Phone | 6174283775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 COMMONWEALTH AVENUE 16F | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE FISH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174283775 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | FISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,408,831 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,732,384 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,487,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,201,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,590,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$118,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$132,605 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,271,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,624,671 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $161,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,160 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $151,648 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $307,238 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $307,238 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $44,637 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,901 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,736 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $236,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,410 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $143,936 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $143,936 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $590,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $588,390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,565,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,292,358 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,618,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,618,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,184,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,910,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$912,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,414,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,491 | CashBOYAmt |
| Cash EOY | $61,913 | CashEOYAmt |
| Cash EOYFMV | $61,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,196,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,536,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,536,545 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,992,765 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,992,765 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $842,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $812,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $812,227 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $208,507 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,055 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $455,055 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,568,757 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,994,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,994,994 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,568 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $5,578 | LandEOYAmt |
| Land EOYFMV | $5,578 | LandEOYFMVAmt |
| Other Assets BOY | $1,404,592 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,549,754 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,549,754 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,538,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,408,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,408,831 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,479 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,757 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,757 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,536,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,381,074 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,536,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,381,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,538,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,408,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,536,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$912,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,623,519 | SubtotalAmt |
| Other Decreases | $7,242,445 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,381,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FROM KIG INVESTMENT PARTNERSHIP | -$60,000 | -$60,000 | |||||
| FROM ACACIA CONSERVATION FUND | $831,718 | $831,718 | |||||
| SALE OF PUBLICLY TRADED SECURITIES | $954,104 | $954,104 | $7,130,003 | $6,175,899 | |||
| FROM GREENLEA LANE CAPITAL PARTNERS LP K-1 | $456,379 | $456,379 | |||||
| FROM THE SPRUCE HOUSE PARTNERSHIP K-1 | $387,618 | $387,618 | |||||
| FROM THE SPRUCE HOUSE PARTNERSHIP K-1 | $0 | $0 | |||||
| FROM ROCKEFELLER ALTERNATIVE STRATEGIES FUND QP LP K-1 | $651 | $651 | |||||
| FROM ACACIA CONSERVATION FUND | $0 | $0 | $46,105 | $46,105 | |||
| FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 | -$4,619 | -$4,619 | |||||
| FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 | $0 | $0 | $1 | $1 | |||
| SALE OF GREENLEA LANE CAPITAL PARTNERS LP | $21,005 | $21,005 | $2,021,672 | $2,000,667 | P | 2012-09-21 | 2022-06-30 |
| CAPITAL GAINS DIVIDENDS | $4,095 | $4,095 | $4,095 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,590,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,788 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,230 | OverpaymentAmt |
| Applied To ES Tax | $37,230 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEN ROCCHI | IndividualWithBooksNm |
| Phone | 6174283775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 COMMONWEALTH AVE STE 16F | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE K FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ATSUKO TOKO FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| EDWARD TAKEZO FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| THALEIA SCHLESINGER | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $5,500 | $0 | $0 |
| EMILY FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALICE T BORDEN | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | EXECUTIVE DIRECTOR | 40.00 | $156,308 | $5,750 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER SEGEL | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | DIR. OF STRAGIC INIT | 40.00 | $116,461 | $0 | $0 |
| KOZUE SAWAME | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | PROGRAM DIRECTOR | 40.00 | $83,903 | $3,858 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFICIO CAPITAL PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GATEWAY CTR STE 601 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $154,802 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS INVOLVED WITH THE JAPANESE WOMEN'SLEADERSHIP INITIATIVE PROGRAM WHICH BRINGS WOMEN FROM JAPANTO BOSTON TO RECEIVE FOUR WEEKS OF DIRECT EXPERIENCE ANDTRAINING IN NONPROFIT MANAGEMENT AND LEADERSHIP DEVELOPMENTIN AREAS OF IMPORTANCE TO WOMEN AND JAPANESE SOCIETY. | Description1Txt |
| Expenses1 | $553,940 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,776,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,614,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,053,360 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,443,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,443,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,227,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $711,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $711,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,558 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,376 | IncomeTaxAmt |
| Total Tax | $37,934 | TotalTaxAmt |
| Distributable Before Adj | $673,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $673,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $673,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,910,914 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,438 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,918,352 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $673,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,133,779 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $939,987 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,104,069 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,983,436 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,389,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,550,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,918,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,732,384 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $673,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,512,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,795,560 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,133,779 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,661,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $939,987 | ExcessFromYear4Amt |
| Excess From Year3 | $2,104,069 | ExcessFromYear3Amt |
| Excess From Year2 | $1,983,436 | ExcessFromYear2Amt |
| Excess From Year1 | $2,389,367 | ExcessFromYear1Amt |
| Excess From Current Year | $3,244,922 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE K FISH | ContributingManagerNm |
| Contributing Manager | ATSUKO TOKO FISH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABOUT FRESH | |||||||
| 69 SHIRLEY STREET | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ACLU FOUNDATION OF MASSACHUSETTS | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $30,500 |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| APPRENTICE LEARNING INC | |||||||
| 743-745 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $12,500 |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP RICHARD ALLEN DRIVE | CAMBRIDE | MA | 02139 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| BOSTON CHILDREN'S MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | |||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BRAZILIAN WORKER CENTER | |||||||
| 14 HARVARD AVENUE 2 | ALLSTON | MA | 02134 | N/A | PC | PROGRAM SUPPORT | $51,000 |
| BRIDGE OVER TROUBLED WATER | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $200,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CAPE COD FOUNDATION | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 1634 EYE STREET | WASHINGTON | DC | 20006 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| CERES | |||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CHILD & FAMILY SERVICES INC | |||||||
| 3057 ACUSHNET AVENUE | NEW BEDFORD | MA | 02745 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| COACHING FOR CHANGE | |||||||
| 427 WINTHROP STREET UNIT A | TAUTON | MA | 02780 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| COLLEGE BOUND DORCHESTER | |||||||
| 222 BOWDOIN STREET | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $7,130 |
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 135 PRAIRIE AVENUE | PROVIDENCE | RI | 02905 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COMPANY ONE | |||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $500 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION DBA CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| DE NOVO CENTER FOR JUSTICE AND HEALING INC | |||||||
| 47 THORNDIKE STREET SUITE SB-LL-1 | CAMBRIDGE | MA | 02141 | N/A | PC | PROGRAM SUPPORT | $84,800 |
| DOC WAYNE YOUTH SERVICES | |||||||
| 25 KINGSTON STREET 4R | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $12,500 |
| DUET INC | |||||||
| 50 MILK STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $36,323 |
| ELLIS MEMORIAL AND ELDREDGE HOUSE INC | |||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $537 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 350 JAMAICAWAY | BOSTON | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| ENGLISH FOR NEW BOSTONIANS | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $23,721 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | BOSTON | MA | 02124 | N/A | PC | PROGRAM SUPPORT | $500 |
| EVA CENTER | |||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVENUE | BOSTON | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| HEALTH RESOURCES IN ACTION | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| HOPEWELL INC | |||||||
| 3 ALLIED DRIVE SUITE 308 | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $31,500 |
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $110,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| LAWRENCE ACADEMY | |||||||
| PO BOX 992 | GROTON | MA | 01450 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| LAWRENCE COMMUNITY WORKS | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | N/A | PC | PROGRAM SUPPORT | $8,061 |
| LAWYERS FOR CIVIL RIGHTS INC | |||||||
| 61 BATTERMARCH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| MASIPHUMELELE CORPORATION | |||||||
| PO BOX 290477 | CHARLESTOWN | MA | 02129 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MASS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| MLAC - MASSACHUSETTS LEGAL ASSISTANCE CORPORATION | |||||||
| 18 TREMONT STREET 1010 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| MOTHERS FOR JUSTICE AND EQUALITY | |||||||
| 2201 WASHINGTON STREET | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| PHILANTROPY MASSACHUSETTS INC | |||||||
| 133 FEDERAL STREET 802 | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $7,150 |
| PHOENIX CHARTER ACADEMY NETWORK | |||||||
| 60 CANAL STREET 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $65,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| PROJECT CITIZENSHIP | |||||||
| 4 S MARKET ST BUILDING 3RD FLOOR | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $164,177 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| RIAN IMMIGRANT CENTER | |||||||
| 1 STATE STREET 800 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $245,032 |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| SAFE HANDS ANIMAL RESCUE | |||||||
| 2001 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | N/A | PC | PROGRAM SUPPORT | $500 |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVENUE | BOSTON | MA | 02111 | N/A | PC | PROGRAN SUPPORT | $2,500 |
| TECH GOES HOME | |||||||
| 867 BOYLSTON STREET 5TH FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $5,290 |
| THE BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET 300 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $250,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | |||||||
| 15 SCHOOL STREET | FALMOUTH | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $223,000 |
| OLD DARTMOUTH HISTORICAL SOCIETY (DBA NEW BEDFORD WHALING MUSEUM) | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| IMMIGRANT FAMILY SERVICES INSTITUTE INC | |||||||
| 575 AMERICAN LEGION HIGHWAY | ROSLINDALE | MA | 02131 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| MILES4MIGRANTS | |||||||
| 3629 LAUREL STREET | NEW ORLEANS | LA | 70115 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| INVERSANT INC | |||||||
| 561 BOYLSTON ST 4TH FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COOLIDGE CORNER THEATRE FOUNDATION | |||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | N/A | PC | PROGRAM SUPPORT | $11,500 |
| COASTAL BRINGING UP DOWN SYNDROME OF SOUTHEASTERN NC INC(COASTAL BUDS) | |||||||
| PO BOX 3914 | WILMINGTON | NC | 28406 | N/A | PC | PROGRAM SUPPORT | $23,750 |
| TOWARDS JUSTICE OF COLORADO (DBA TOWARDS JUSTICE) | |||||||
| 1410 HIGH STREET STE 300 | DENVER | CO | 80218 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BIG SISTER ASSOCIATION OF GREATER BOSTON | |||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $12,500 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | |||||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $12,500 |
| CODMAN ACADEMY FOUNDATION INC | |||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | N/A | SO III FI | PROGRAM SUPPORT | $20,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| RUNWAY FOR RECOVERY INC | |||||||
| 65 MIDDLE STREET | NEWBURYPORT | MA | 01950 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| LEADS | |||||||
| PO BOX 1531 | LAWRENCE | MA | 01842 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| CENTER FOR NEW AMERICANS INC | |||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| SOCIAL INNOVATION FORUM INC | |||||||
| 2 OLIVER ST STE 802 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $6,500 |
| LA VIDA INC | |||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | N/A | PC | PROGRAM SUPPORT | $7,000 |
| ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE INC | |||||||
| PO BOX 120108 | BOSTON | MA | 02112 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SOUTEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS | |||||||
| 50 PORTLAND ST STE 521 | WORCESTER | MA | 01608 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CENTRO PRESENTE INC | |||||||
| 12 BENNINGTON ST STE 202 | EAST BOSTON | MA | 02128 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| AGENCIA ALPHA | |||||||
| 62 NORTHAMPTON ST | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $160,000 |
| CITY OF BOSTON | |||||||
| 1 CITY HALL SQUARE | BOSTON | MA | 02203 | N/A | GOV | PROGRAM SUPPORT | $5,000 |
| UNITED WAY OF CENTRAL MASSACHUSETTS | |||||||
| 18 CHESTNUT ST STE 530 | WORCESTER | MA | 01608 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| BALLETROX INC | |||||||
| PO BOX 301334 | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| NORTH SHORE WORKERS COMMUNITY FUND INC (DBA NEW LYNN COALITION) | |||||||
| 112 EXCHANGE ST 2ND FLOOR | LYNN | MA | 01901 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GROUNDWORK LAWRENCE INC | |||||||
| 50 ISLAND STREET | LAWRENCE | MA | 01840 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD ST STE 300 | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CARIBBEAN YOUTH CLUB INC | |||||||
| 2010 COLUMBUS AVE LEVEL B | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $75,000 |
| REFUGEE & IMMIGRANT ASSISTANCE CENTER INC | |||||||
| 253 ROXBURY STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| EAST-WEST CENTER FOUNDATION | |||||||
| 1601 EAST-WEST RD | HONOLULU | HI | 96848 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| NEWFOUND LAKE REGION ASSOCIATION | |||||||
| 10 NORTH MAIN ST UNIT 1 | BRISTOL | NH | 03222 | N/A | PC | PROGRAM SUPPORT | $500 |
| BOSTON COLLEGE SCHOOL OF SOCIAL WORK | |||||||
| 140 COMMONWEALTH AVE MCGUINN HALL | CHESTNUT HILL | MA | 02467 | N/A | PC | PROGRAM SUPPORT | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| TEMPLE BETH ELOHIM | |||||||
| 10 BETHEL RD | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $4,085 |
| PARTNERS IN CONSERVATION | |||||||
| PO BOX 298 | MOAPA | NV | 89025 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| TEMPLE BETH-EL | |||||||
| 70 ORCHARD AVE | PROVIDENCE | RI | 02906 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| APPLE ORCHARD SCHOOL | |||||||
| 282-D NEWTON ST | BROOKLINE | MA | 02445 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| REPRODUCTIVE EQUITY NOW | |||||||
| 297 WACHUSETTS ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| CATHOLIC CHARITIES HAWAII (MARY JANE HOUSE) | |||||||
| 1822 KEEAUMOKU ST | HONOLULU | HI | 96822 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ZOO NEW ENGLAND | |||||||
| 149 POND STREET | STONEHAM | MA | 02180 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| OKINAWA INSTITUTE OF SCIENCE & TECHNOLOGY FOUNDATION (DBA OIST FOUNDATION) | |||||||
| 1 BRIDGE ST STE 64 | IRVINGTON | NY | 10533 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| UNIVERSITY OF MASSACHUSETTS SCHOOL OF LAW | |||||||
| 333 FAUNCE CORNER RD | DARTMOUTH | MA | 02747 | N/A | GOV | PROGRAM SUPPORT | $1,000 |
| COMPASSIONATE CARE ALS (DAVID'S OLD SILVER SWIM) | |||||||
| 52 HORSE SHOE LANE | N FALMOUTH | MA | 02556 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CAPE COD HEALTHCARE | |||||||
| 320 MAIN STREET | HYANNIS | MA | 02601 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| JAPAN SOCIETY OF BOSTON | |||||||
| 50 MILK STREET | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CENTRO DE LOS DERECHOS DEL MIGRANTE INC | |||||||
| 711 W 40TH ST 412 | BALTIMORE | MD | 21211 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| PO BOX 157 | NEW YORK | NY | 10268 | N/A | PC | PROGRAM SUPPORT | $500 |
| FRIENDS OF SOUTH FLORIDA MUSIC | |||||||
| 6625 MIAMI LAKES DR 240 | MIAMI LAKES | FL | 33014 | N/A | PC | PROGRAM SUPPORT | $250 |
| A ZERO WASTE CULTURE | |||||||
| 150 SE 25TH RD 5M | MIAMI | FL | 33129 | N/A | PC | PROGRAM SUPPORT | $250 |
| THE MIAMI FOUNDATION INC (FILL A BAG) | |||||||
| 40 NW 3RD ST 305 | MIAMI | FL | 33128 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE CUSHMAN SCHOOL | |||||||
| 592 NE 60TH ST | MIAMI | FL | 33137 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| BROOKLINE FOOD PANTRY | |||||||
| 210 HARVARD ST | BROOKLINE | MA | 02446 | N/A | PC | PROGRAM SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,618,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,302 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,293 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,130 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,483,059 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 | 14 | -$11,597 | ||
| FROM ACACIA CONSERVATION FUND, LP K-1 | 14 | -$7,060 | 523000 | -$159 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | 14 | -$46,177 | 523000 | $14,356 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1-NONDEDUCTIBLE EXPENSES | 14 | -$41 | ||
| FROM KIG INVESTMENT PARTNERSHIP LP K-1 | 14 | -$64,463 | ||
| FROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 | 14 | $803 | 523000 | $423 |
| FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 | 14 | -$4,083 | 523000 | -$63 |
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 | 14 | -$28 | ||
| FROM ACACIA CONSERVATION FUND, LP K-1-NONDEDUCTIBLE EXPENSES | 14 | -$28 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,980 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,518,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,538,915 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE AND ATSUKO FISH | |||||||
| 1 | 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | $1,689,884 | Yes (X) | |
| TIFFANY AND COMPANY | |||||||
| 2 | 15 SYLVAN WAY | PARSIPPANY | NJ | 07054 | $40,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 296 SHARES OF AMAZON.COM INC STOCK | $1,104,497 | 2021-07-08 |
| 1 | 159 SHARES OF AMAZON.COM STOCK | $585,387 | 2021-07-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | GRANTMAKING SOFTWARE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2021-10-15 | AcquiredCompletedOrExpendedDt |
| Amortized | $7,438 | AmortizedAmt |
| Amortization Period | 36.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $1,860 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $1,860 | TotalAmortizationAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER TREAS. REG. 53.4942(A)-3(D)(2) TO TREAT $1,732,384 OF ITS REMAINING QUALIFYING DISTRIBUTIONS (PART XIII LINE 4C) AS DISTRIBUTIONS OUT OF CORPUS TO COMPLY WITH I.R.C. SECTION 170(B)(1)(F)(II) FOR THE BENEFIT OF ITS CONTRIBUTORS. THE $1,732,384 IS 100% OF THE CONTRIBUTIONS RECEIVED BY THE FOUNDATION DURING THE FISCAL YEAR ENDED JUNE 30, 2022 OF WHICH IT REDISTRIBUTED. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS | $14,017 | $14,017 |
| FIDELITY CORPORATE BONDS | $441,038 | $441,038 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS | $738,161 | $738,161 |
| FIDELITY CORPORATE STOCKS | $74,066 | $74,066 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,992,765 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,992,765 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROCKEFELLER ALT. STRATEGIES FUND LP | FMV | $6,743 | $6,743 |
| KIG INVESTMENT PARTNERSHIP L.P. | FMV | $1,818,612 | $1,818,612 |
| THE SPRUCE HOUSE PARTNERSHIP | FMV | $1,686,746 | $1,686,746 |
| ACACIA CONSERVATION FUND, L.P. | FMV | $451,115 | $451,115 |
| ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP | FMV | $31,778 | $31,778 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $963 | $963 | $0 | |
| OFFICE EQUIPMENT | $1,000 | $1,000 | $0 | |
| IPADS | $3,430 | $3,430 | $0 | |
| COPIER | $1,679 | $1,679 | $0 | |
| IPAD | $636 | $636 | $0 | |
| GRANTMAKING SOFTWARE | $7,438 | $1,860 | $5,578 | $5,578 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $1,752 | $1,752 | $1,752 |
| CSV OF LIFE INSURANCE POLICY | $1,402,840 | $1,446,918 | $1,446,918 |
| PROCEEDS RECEIVABLE FROM SALE OF GREENLEA INVESTMENT | $101,084 | $101,084 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $7,242,445 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $30,869 | $0 | $30,869 |
| DUES & SUBSCRIPTIONS | $285 | $0 | $285 |
| POSTAGE | $282 | $0 | $282 |
| COMPUTER & IT EXPENSES | $1,707 | $0 | $1,707 |
| OFFICE SUPPLIES & EXPENSES | $1,157 | $0 | $1,157 |
| BANK FEES | $80 | $0 | $80 |
| JWLI AND OTHER PROGRAM EXPENSES | $553,940 | $0 | $553,940 |
| STATE FILING FEES | $70 | $0 | $70 |
| AMORTIZATION | $1,860 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 | -$11,597 | -$11,597 | -$11,597 |
| FROM ACACIA CONSERVATION FUND, LP K-1 | -$7,219 | -$7,060 | -$7,219 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | -$31,821 | -$46,177 | -$31,821 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1-NONDEDUCTIBLE EXPENSES | -$41 | -$41 | |
| FROM KIG INVESTMENT PARTNERSHIP LP K-1 | -$64,463 | -$64,463 | -$64,463 |
| FROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 | $1,226 | $803 | $1,226 |
| FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 | -$4,146 | -$4,083 | -$4,146 |
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 | -$28 | -$28 | -$28 |
| FROM ACACIA CONSERVATION FUND, LP K-1-NONDEDUCTIBLE EXPENSES | -$28 | -$28 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $2,479 | BOYBookValueAmt |
| EOY Book Value | $27,757 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING SERVICES | $43,350 | $0 | $43,350 |
| INVESTMENT ADVISOR AND OTHER FEES | $186,642 | $186,642 | $0 |
| PAYROLL PROCESSING FEES | $6,481 | $421 | $6,060 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $60,000 | $0 | $0 |
| FEDERAL UBI TAX | $1,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $297 | $297 | $0 |
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