THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-12
- IRS object ID
- 202141329349102799
- Schema version
- 2019v5.2
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T16:23:03-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE FISH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174283775 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,364,615 | 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 | $821,653 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,335 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,335 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,018,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,106,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,652,994 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$69,106 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$77,831 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,898,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,701,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,997 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,803 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $187,724 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,202 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $175,522 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,792 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,131 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,661 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,911 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $784 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $784 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,887 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $162 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $73,802 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,802 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,979 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,979 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $215,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $215,465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $726,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $680,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,945,418 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,945,418 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,671,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,625,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$773,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,665,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $35,257 | CashEOYAmt |
| Cash EOYFMV | $35,257 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $79,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,700 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,874,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,015,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,015,932 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,805 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,805 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,997,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,647,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,647,182 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,708 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $162 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $1,550,029 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,385,739 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,385,739 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,502,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,364,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,364,615 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,306 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,490,703 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,364,115 | 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 | $12,490,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,364,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,502,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,364,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,490,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$773,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,646,493 | OtherIncreasesAmt |
| Subtotal | $13,364,115 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,364,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $3,103,142 | $1,516,342 | $1,586,800 | $1,586,800 |
| FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 | $2,487 | $2,487 | ||
| FROM ACACIA CONSERVATION FUND, LP K-1 | $70,527 | $70,527 | ||
| FROM SPRUCE HOUSE PARTNERSHIP, LP K-1 | -$2,192 | -$2,192 | ||
| FROM SPRUCE HOUSE PARTNERSHIP, LP K-1 (UBI PORTION) | $192 | $192 | $0 | $0 |
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 | $1,267 | $1,267 | ||
| FROM AVENUE EUROPE SPECIAL SITUATIONS FUND LP K-1 | -$5,895 | -$5,895 | ||
| FROM ACACIA CONSERVATION FUND, LP K-1 (UBI PORTION) | $3,626 | $3,626 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,652,994 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,684,059 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,505,136 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.214637 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,717,141 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,040,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,789,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,339,434 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,956,479 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,345,895 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.146598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,564,001 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,640,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114659 | DistributionYr5Rt |
| Total Distribution | 0.717092 | TotalDistributionRt |
| Average Distribution | 0.143418 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,120,270 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,881,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,898,339 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,625,561 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,679 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,679 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $93 | EsPenaltyAmt |
| Overpayment | $42,930 | OverpaymentAmt |
| Applied To ES Tax | $42,930 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TREF BORDEN | IndividualWithBooksNm |
| Phone | 6174283775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ATSUKO TOKO FISH | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| EDWARD TAKEZO FISH | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| THALEIA SCHLESINGER | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| EMILY FISH | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FISH | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALICE T BORDEN | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $153,800 | $0 | $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 E SEGEL | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | DIR. OF STRAGIC INIT | 40.00 | $106,542 | $0 | $0 |
| KOZUE SAWAME | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | PROGRAM MANAGER | 40.00 | $78,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $149,878 | 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 | $2,476,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,646,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,320,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,320,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,120,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $656,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $656,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,656 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,233 | IncomeTaxAmt |
| Total Tax | $18,889 | TotalTaxAmt |
| Distributable Before Adj | $637,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $642,125 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $642,125 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,625,561 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,625,561 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,608,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $538,731 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,295,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,133,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $939,987 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,104,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,012,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,625,561 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $821,653 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $642,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,161,783 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,995,506 | 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 | $821,653 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $538,731 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,635,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,295,504 | ExcessFromYear4Amt |
| Excess From Year3 | $1,133,779 | ExcessFromYear3Amt |
| Excess From Year2 | $939,987 | ExcessFromYear2Amt |
| Excess From Year1 | $2,104,069 | ExcessFromYear1Amt |
| Excess From Current Year | $1,161,783 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE K FISH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| MASS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $12,000 |
| HEALTH RESOURCES IN ACTION | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| NARAL PRO-CHOICE MASSACHUSETTS | |||||||
| 15 COURT SQUARE 900 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| GREATER LOWELL COMMUNITY FOUNDATION | |||||||
| 100 MERRIMACK STREET 202 | LOWELL | MA | 01852 | N/A | PC | PROGRAM SUPPORT | $500 |
| COOLIDGE CORNER THEATRE FOUNDATION | |||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | N/A | PC | PROGRAM SUPPORT | $500 |
| BOSTON HARBOR NOW | |||||||
| 15 STATE STREET 1100 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $500 |
| COMPANY ONE | |||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $500 |
| GRANADA HOUSE INC | |||||||
| 70 ADAMSON STREET | BOSTON | MA | 02134 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ELLIS MEMORIAL | |||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $20,500 |
| APPRENTICE LEARNING | |||||||
| 743-745 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $7,500 |
| LAWRENCE ACADEMY | |||||||
| PO BOX 992 | GROTON | MA | 01450 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| THE STEPPINGSTONE FOUNDATION | |||||||
| ONE APPLETON STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| NEWFOUND LAKES REGION ASSOCIATION | |||||||
| 10 NORTH MAIN STREET UNIT 1 | BRISTOL | NH | 03222 | N/A | PC | PROGRAM SUPPORT | $500 |
| SAFE HANDS ANIMAL RESCUE | |||||||
| 2001 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | N/A | PC | PROGRAM SUPPORT | $500 |
| GRASSROOTS LAW PROJECT | |||||||
| 61 BATTERMARCH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ACTBLUE CHARITIES (BLACK LIVES MATTER) | |||||||
| PO BOX 850 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE MASSACHUSETTS BAIL FUND | |||||||
| 2161 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02140 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ACLU FOUNDATION OF MASSACHUSETTS | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $100,500 |
| COLLEGE BOUND DORCHESTER | |||||||
| 222 BOWDOIN STREET | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $23,670 |
| PROJECT CITIZENSHIP | |||||||
| 4 S MARKET ST BUILDING 3RD FLOOR | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $235,000 |
| BHCC FOUNDATION INC | |||||||
| 250 NEW RUTHERFORD AVENUE | BOSTON | MA | 02129 | N/A | PC | PROGRAM SUPPORT | $69,840 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| MAYOR'S OFFICE OF IMMIGRANT ADVANCEMENT | |||||||
| 1 CITY HALL SQUARE ROOM 806 | BOSTON | MA | 02201 | N/A | GOV | PROGRAM SUPPORT | $5,000 |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERSINC(MAPS) | |||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | N/A | PC | PROGRAM SUPPORT | $95,000 |
| RIAN IMMIGRANT CENTER | |||||||
| 1 STATE STREET 800 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $62,500 |
| MLAC - MASSACHUSETTS LEGAL ASSISTANCE CORPORATION | |||||||
| 18 TREMONT STREET 1010 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| HEALTH CARE FOR ALL | |||||||
| 1 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| ASCENTRIA CARE ALLIANCE | |||||||
| 14 E WORCESTER STREET | WORCESTER | MA | 01604 | N/A | PC | PROGRAM SUPPORT | $28,500 |
| ASIAN AMERICAN CIVIC ASSOCIATIONINC | |||||||
| 87 TYLER STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION | |||||||
| 465 SCHOOL STREET | LOWELL | MA | 01851 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| MIRA COALITION | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| AGENCIA ALPHA | |||||||
| 68 NORTHAMPTON STREET | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $29,000 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| MASSACHUSETTS COALITION FOR OCCUPATIONAL SAFETY AND HEALTH (MASSCOSH) | |||||||
| 1532B DORCHESTER AVENUE | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $43,395 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| DOC WAYNE YOUTH SERVICES | |||||||
| 25 KINGSTON STREET 4R | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $30,393 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | N/A | PC | PROGRAM SUPPORT | $54,259 |
| RESILIENT CODERS | |||||||
| 50 MILK STREET FLOOR 17 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $31,000 |
| ADOLESCENT CONSULTATION SERVICES INC | |||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | N/A | PC | PROGRAM SUPPORT | $29,500 |
| ENGLISH FOR NEW BOSTONIANS | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $10,160 |
| LAWRENCE COMMUNITY WORKS | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | N/A | PC | PROGRAM SUPPORT | $21,473 |
| MORE THAN WORDS | |||||||
| 242 EAST BERKELEY STREET 2ND FLOOR | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $120,000 |
| DE NOVO | |||||||
| 47 THORNDIKE STREET SUITE SB-LL-1 | CAMBRIDGE | MA | 02141 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| BRIDGE OVER TROUBLED WATER | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVENUE | BOSTON | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| UTEC INC | |||||||
| 35 WARREN STREET | LOWELL | MA | 01852 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| PHOENIX CHARTER ACADEMY NETWORK | |||||||
| 60 CANAL STREET 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MY LIFE MY CHOICE | |||||||
| 1575 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| FATHERS' UPLIFT INC | |||||||
| 12 SOUTHERN AVENUE | DORCHESTER | MA | 02124 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| COACHING FOR CHANGE | |||||||
| 427 WINTHROP STREET UNIT A | TAUTON | MA | 02780 | N/A | PC | PROGRAM SUPPORT | $7,500 |
| FUTURE CHEFS | |||||||
| 560 ALBANY STREET | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $10,250 |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVENUE | BOSTON | MA | 02111 | N/A | PC | PROGRAN SUPPORT | $10,000 |
| MASSACHUSETTS LAW REFORM INSTITUTE | |||||||
| 40 COURT STREET 800 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| TECH GOES HOME | |||||||
| 867 BOYLSTON STREET 5TH FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ZUMIX | |||||||
| 260 SUMMER STREET | EAST BOSTON | MA | 02128 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $152,478 |
| INTERNATIONAL INSTITUTE OF BOSTON | |||||||
| ONE MILK STREET | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $6,500 |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| DUET | |||||||
| 50 MILK STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $3,750 |
| (BIDMC) BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE | |||||||
| 67 KIRK STREET | LOWELL | MA | 01852 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ABOUT FRESH | |||||||
| 69 SHIRLEY STREET | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| JAPAN CENTER FOR INTERNATIONAL EXCHANGE | |||||||
| 475 RIVERSIDE DRIVE 731 | NEW YORK | NY | 10115 | N/A | PC | PROGRAM SUPPORT | $67,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,945,418 | 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 | $3,335 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $742 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,818 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,014,903 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 | 14 | -$13,120 | ||
| FROM ACACIA CONSERVATION FUND, LP K-1 | 14 | -$26,867 | 523000 | -$593 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | 14 | -$286 | ||
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | 14 | -$35,484 | 523000 | $8,259 |
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP L K-1 | 14 | -$19 | ||
| FROM AVENUE EUROPE SPECIAL SITUATIONS FUND II K-1 | 14 | -$2,430 | ||
| FROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 | 14 | $89 | 523000 | $1,345 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,571 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,063,439 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,077,010 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE K FISH | |||||||
| 1 | 75 STATE STREET | BOSTON | MA | 02109 | $786,653 | Yes (X) | Yes (X) |
| TIFFANY & COMPANY | |||||||
| 2 | 200 FIFTH AVENUE | NEW YORK | NY | 10022 | $20,000 | Yes (X) | |
| JEFFREY L MORBY | |||||||
| 3 | 116 WOODLAND ROAD | PITTSBURGH | PA | 15232 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,717 SHARES OF TIFFANY & COMPANY STOCK | $496,963 | 2019-12-19 |
| 1 | 12,000 SHARES OF MEITUAN DIANPING CL B STOCK | $239,690 | 2020-06-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2009-06-30 | $963 | $963 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2009-06-03 | $1,000 | $1,000 | SL | 5.000000000000 | $0 | $0 |
| IPADS | 2012-06-30 | $3,430 | $3,430 | SL | 5.000000000000 | $0 | $0 |
| COPIER | 2014-11-30 | $1,679 | $1,581 | SL | 5.000000000000 | $98 | $0 |
| IPAD | 2015-01-01 | $636 | $572 | SL | 5.000000000000 | $64 | $0 |
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 $821,653 OF ITS REMAINING QUALIFYING DISTRIBUTIONS AS MADE OUT OF CORPUS TO COMPLY WITH I.R.C. SECTION 170(B)(1)(F)(II) FOR THE BENEFIT OF ITS CONTRIBUTORS. THE $821,653 IS 100% OF THE CONTRIBUTIONS RECEIVED BY THE FOUNDATION DURING THE FISCAL YEAR ENDED JUNE 30, 2020 OF WHICH IT REDISTRIBUTED. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INTERACTIVE BROKERS | BondNm |
| EOY Book Value | $36,805 | EOYBookValueAmt |
| EOYFMV | $36,805 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS | $465,107 | $465,107 |
| FIRST REPUBLIC SECURITIES CO. | $1,448,381 | $1,448,381 |
| MORGAN STANLEY | $102,444 | $102,444 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROCKEFELLER ALT. STRATEGIES FUND | FMV | $64,433 | $64,433 |
| KIG INVESTMENT PARTNERS | FMV | $1,556,333 | $1,556,333 |
| THE SPRUCE HOUSE PARTNERSHIP | FMV | $3,159,875 | $3,159,875 |
| ACACIA CONSERVATION FUND, L.P. | FMV | $2,503,038 | $2,503,038 |
| GREENLEA LANE CAPITAL PARTNERS, LP | FMV | $1,996,003 | $1,996,003 |
| MORGAN STANLEY | FMV | $367,500 | $367,500 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 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 |
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 | $1,548,277 | $1,367,297 | $1,367,297 |
| CREDIT CARD RECEIVABLE | $16,690 | $16,690 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $17,384 | $0 | $17,384 |
| MEMBERSHIP FEES | $6,150 | $0 | $6,150 |
| MEALS & ENTERTAINMENT | $17,223 | $0 | $17,223 |
| POSTAGE AND PRINTING | $940 | $0 | $940 |
| SEMINARS AND TRAINING | $1,650 | $0 | $1,650 |
| IT/TECH | $13,113 | $0 | $13,113 |
| EMPLOYEE PARKING | $6 | $0 | $6 |
| OFFICE SUPPLIES & EXPENSES | $4,907 | $0 | $4,907 |
| BANK FEES | $4 | $0 | $4 |
| JWLI AND OTHER PROGRAM EXPENSES | $154,088 | $0 | $154,088 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 | -$13,120 | -$13,120 | -$13,120 |
| FROM ACACIA CONSERVATION FUND, LP K-1 | -$27,460 | -$26,867 | -$27,460 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | -$286 | -$286 | |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | -$27,225 | -$35,484 | -$27,225 |
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP L K-1 | -$19 | -$19 | -$19 |
| FROM AVENUE EUROPE SPECIAL SITUATIONS FUND II K-1 | -$2,430 | -$2,430 | -$2,430 |
| FROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 | $1,434 | $89 | $1,434 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CUMULATIVE UNREALIZED GAINS ON INVESTMENTS | $1,641,493 |
| WRITE OFF OF PRIOR YEAR CONTRIBUTION PAYABLE SINCE FOUNDATION IS CASH BASIS | $5,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARDS PAYABLE | $1,078 | $500 |
| CONTRIBUTION PAYABLE | $5,000 | $0 |
| CREDIT AT CHASE WEB DOWNLOAD | $5,010 | $0 |
| INVESTMENT | $218 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $29,970 | $0 | $29,970 |
| INVESTMENT ADVISOR AND OTHER FEES | $7,746 | $7,746 | $0 |
| PAYROLL PROCESSING FEES | $4,215 | $274 | $3,941 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,200 | $0 | $0 |
| FEDERAL UBI TAX | $2,285 | $0 | $0 |
| MASSACHUSETTS UBI TAX | $330 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $72 | $72 | $0 |
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