THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202031979349102053
- Schema version
- 2018v3.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets 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 | 2020-07-15T14:57:15-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043027605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMET & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024672111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 K FISH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174283775 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL FORD CPA | PreparerPersonNm |
| PTIN | P01332603 | PTIN |
| Phone | 6177311222 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.166.42.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 10:45:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A473873B16C4E993810B5C3BE1250DD9DC268C44 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C13200F7AAD73CD3B4F30EADDB4C0F808F49C602 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,903,361 | 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 | $10,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,207,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,207,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,207,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,523 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,427,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,417,590 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $362,643 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,572 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $339,071 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,841 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $587 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,254 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,330 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,551 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,675 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $60,403 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $60,403 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,080 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $463 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $97,618 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $97,618 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,821 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,821 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $396,026 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161,730 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $234,296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,042,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $258,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $737,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,968,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,968,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,011,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $258,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,705,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$583,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,159,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $640,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,349,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,874,687 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,690,479 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,535,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,997,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,583,347 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,546 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $625 | LandBOYAmt |
| Land EOY | $162 | LandEOYAmt |
| Land EOYFMV | $162 | LandEOYFMVAmt |
| Other Assets BOY | $1,550,029 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,550,029 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,550,029 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,075,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,502,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,903,361 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,306 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,306 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,074,057 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,490,703 | 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 | $13,074,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,490,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,075,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,502,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,074,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$583,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,490,703 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,490,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS PER K-1S | P | 2019-06-30 | $1,239,117 | $1,239,117 | $1,239,117 |
| GAIN ON INVESTMENTS | P | 2019-06-30 | $887,344 | $887,344 | $887,344 |
| GAIN ON DISPOSITION OF NEWTYN | P | 2019-06-30 | $4,357 | $4,357 | $4,357 |
| CAPITAL GAINS PER MORGANSTANLEY AUGUST STATEMENT | P | 2018-08-31 | $45,813 | $45,813 | $45,813 |
| CAPITAL GAINS PER MORGANSTANLEY | P | 2019-06-30 | $19,861 | $19,861 | $19,861 |
| ROCKEFELLER K-1 UBIT | P | 2019-06-30 | $10,854 | $10,854 | $10,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,207,346 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,717,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,040,508 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,789,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,339,434 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.134148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,956,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,345,895 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.146598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,564,001 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,640,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,331,409 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,829,994 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096270 | DistributionYr5Rt |
| Total Distribution | 0.598725 | TotalDistributionRt |
| Average Distribution | 0.119745 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,505,136 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,497,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,519,019 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,705,650 | 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 | $21,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $9,679 | OverpaymentAmt |
| Applied To ES Tax | $9,679 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREF BORDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174283775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE FISH FAMILY FOUNDATION - 75 | AddressLine1Txt |
| Address Line2 | STATE STREET | AddressLine2Txt |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ATSUKO TOKO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| EDWARD TAKEZO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| THALEIA SCHLESINGER | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $2,000 | $0 | $0 |
| EMILY FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| ALICE BORDEN | ||||||||
| C/O FISH FAMILY FDN 75 STATE ST | BOSTON | MA | 02109 | EXEC DIRECTOR | 40.00 | $196,306 | $0 | $0 |
| KOZUE SAWAME | ||||||||
| C/O FISH FAMILY FDN 75 STATE ST | BOSTON | MA | 02109 | PROGRAM MANAGER | 40.00 | $62,905 | $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 IN THE PROJECT CITIZENSHIP PROGRAM THAT HELPS ELIGIBLE LEGAL PERMANENT RESIDENTS OVERCOME BARRIERS TO NATURALIZATION. THIS PROGRAM WAS CREATED BY THE FISH FAMILY FOUNDATION AND MIRA COALITION IN PARTNERSHIP WITH SIX OTHER IMMIGRANT, COMMUNITY-BASED, AND DIRECT SERVICE ORGANIZATIONS TO INCREASE NATURALIZATION RATES IN THE STATE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE FOUNDATION IS INVOLVED WITH THE JAPANESE WOMEN'S LEADERSHIP INITIATIVE PROGRAM WHICH BRINGS WOMEN FROM JAPAN TO BOSTON TO RECEIVE FOUR WEEKS OF DIRECT EXPERIENCE AND TRAINING IN NONPROFIT MANAGEMENT AND LEADERSHIP DEVELOPMENT IN AREAS OF IMPORTANCE TO WOMEN AND JAPANESE SOCIETY. | Description2Txt |
| Expenses2 | $194,612 | Expenses2Amt |
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 | $4,302,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $809,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,583,347 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,695,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,695,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,505,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $625,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $625,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,591 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,085 | IncomeTaxAmt |
| Total Tax | $23,676 | TotalTaxAmt |
| Distributable Before Adj | $601,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $601,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $601,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,705,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,705,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,591 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,684,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $601,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $538,731 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,295,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,133,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $939,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,908,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,705,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $601,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,104,069 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,012,070 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,012,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $538,731 | ExcessFromYear4Amt |
| Excess From Year3 | $1,295,504 | ExcessFromYear3Amt |
| Excess From Year2 | $1,133,779 | ExcessFromYear2Amt |
| Excess From Year1 | $939,987 | ExcessFromYear1Amt |
| Excess From Current Year | $2,104,069 | 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 (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF MASSACHUSETTS | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $1,250 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | PUBLIC/ SOCIAL BENEFIT | $40,500 |
| ADOLESCENT CONSULATATION SERVICES INC | |||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| AGENCIA ALPHA | |||||||
| 68 NORTHAMPTON STREET | BOSTON | MA | 02118 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $32,320 |
| APPRENTICE LEARNING | |||||||
| 190 CENTRAL AVENUE | MILTON | MA | 02186 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $5,500 |
| ASCENTRIA CARE ALLIANCE | |||||||
| 14 E WORCESTER ST | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | PUBLIC/ SOCIAL BENEFIT | $19,600 |
| ASIAN AMERICAN CIVIL ASSOCIATION INC | |||||||
| 87 TYLER STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $25,000 |
| BHCC | |||||||
| 250 RUTHERFORD AVE | BOSTON | MA | 02129 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $46,560 |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,500 |
| BOSTON CENTER FOR THE ARTS | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| BOSTON HARBOR NOW | |||||||
| 15 STATE STREET 1100 | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $500 |
| ARC - SOUTHEAST | |||||||
| 217 SOUTH ST | WALTHAM | MA | 02453 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $281,714 |
| BRIDGE OVER TROUBLED WATER | |||||||
| 47 WEST ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $11,309 |
| BUCKINGHAM BROWNE & NICHOLS | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| BIG SISTER ASSOCIATION OF GREATER BOSTON | |||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC | |||||||
| 465 SCHOOL STREET | LOWELL | MA | 01851 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $5,000 |
| CENTRO PRESENTE | |||||||
| 12 BENNINGTON STREET SUITE 202 | EAST BOSTON | MA | 02128 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $5,000 |
| CERES | |||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $250 |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 99 BISHOP ALLEN DRIVE | BOSTON | MA | 02139 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $25,000 |
| COMPANY ONE | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $250 |
| CONSERVATION LAW FOUNDAITON | |||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $2,000 |
| DOC WAYNE YOUTH SERVICES | |||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $7,500 |
| DORCAS INTERNATIONAL INSTITUTE OF RI | |||||||
| 220 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | OTHER PUBLIC CHARITY | PUBLIC/ SOCIAL BENEFIT | $12,450 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $500 |
| ENGLISH FOR NEW BOSTONIANS | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $5,000 |
| EVA CENTER | |||||||
| 989 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $1,000 |
| COACHING FOR CHANGE | |||||||
| 427 WINTHROP ST | TAUTON | MA | 02780 | NONE | OTHER PUBLIC CHARITY | HEALTH | $12,500 |
| FOUNDATION TO BE NAMED LATER | |||||||
| 133 FEDERAL STREET 802 | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $7,500 |
| FRESH TRUCK GENERATION | |||||||
| 196 QUINCY STREET | BOSTON | MA | 02125 | NONE | OTHER PUBLIC CHARITY | HEALTH | $5,000 |
| FUTURE CHEFS | |||||||
| 560 ALBANY ST | BOSTON | MA | 02118 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| COLLEGE BOUND DORCHESTER | |||||||
| 222 BOWDOIN ST | DORCHESTER | MA | 02122 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT / EDUCATION | $7,500 |
| HARTFORD PUBLIC LIBRARY | |||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $15,450 |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | PUBLIC/ SOCIAL BENEFIT | $60,000 |
| HEALTH RESOURCES IN ACTION | |||||||
| 95 BERKELEY ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,500 |
| IMMIGRANT LEGAL ADVOCACY PROJECT | |||||||
| 309 CUMBERLAND AVENUE SUITE 201 | PORTLAND | ME | 04112 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $10,650 |
| EAST WEST CENTER | |||||||
| 1819 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 |
| ELLIS MEMORIAL | |||||||
| 66 BERKELEY ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | RELIGIOUS | $1,100 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $25,000 |
| IRISH INTERNATIONAL IMMIGRANT CENTER | |||||||
| 100 FRANKLIN ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $80,000 |
| KIDS IN NEED OF DEFENSE | |||||||
| 1201 L STREET NW FLOOR 2 | WASHINGTON | DC | 20005 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $30,000 |
| LAWRENCE ACADEMY | |||||||
| PO BOX 992 | GROTON | MA | 014500992 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| LAWRENCE COMMUNITY WORKS | |||||||
| 168 NEWBURY ST | LAWRENCE | MA | 01841 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $10,000 |
| MASS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 130 BOWDOIN ST | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HEALTH | $2,000 |
| MASS COALITION FOR OCCUPATIONAL SAFETY AND HEALTH (MASSCOSH) | |||||||
| 1532B DORCHESTER AVENUE | DORCHESTER | MA | 02122 | NONE | OTHER PUBLIC CHARITY | HEALTH | $10,000 |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS (MAPS) | |||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $64,050 |
| MASSACHUSETTS LEGAL ASSISTANCE CORPORATION (MLAC) | |||||||
| 18 TREMONT STREET 1010 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $50,000 |
| MAYOR'S OFFICE FOR IMMIGRANT ADVANCEMENT | |||||||
| 1 CITY HALL SQUARE ROOM 806 | BOSTON | MA | 022012030 | NONE | OTHER PUBLIC CHARITY | HUMAN/SOCIAL BENEFIT | $5,000 |
| MIRA COALITION | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $26,700 |
| MIT ALUMNI ASSOCIATION | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,500 |
| MORE THAN WORDS | |||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $11,247 |
| MY LIFE MY CHOICE | |||||||
| 1575 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 |
| NEWFOUND LAKE REGION ASSOCIATION | |||||||
| 10 NORTH MAIN STREET UNIT 1 | BRISTOL | NH | 03222 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $300 |
| FLORENCE PROJECT | |||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVENUE | DORCHESTER | MA | 02122 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $10,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| PHOENIX CHARTER ACADEMY | |||||||
| 60 CANAL STREET | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $40,000 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | HEALTH | $4,000 |
| ISLAMIC SOCIETY OF BOSTON CULTURAL CENTER | |||||||
| 100 MALCOLM X BLVD | ROXBURY | MA | 02120 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $5,000 |
| POSSE FOUNDATION INC | |||||||
| 45 FRANKLIN STREET 3 | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT / EDUCATIONAL | $250 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $10,000 |
| REFUGEE AND IMMIGRANT ASSISTANCE CENTER | |||||||
| 340 MAIN ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $17,500 |
| LAWYERS FOR CIVIL RIGHTS BOSTON | |||||||
| 61 BATTERYMARCH ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| RESILLIENT CODERS | |||||||
| 50 MILK ST | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $80,000 |
| SAFE HANDS ANIMAL RESCUE | |||||||
| 2001 KENNEDY STREET NE | MINNEAPOLIS | MN | 55413 | NONE | OTHER PUBLIC CHARITY | SOCIAL SERVICES | $300 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNINGTON AVE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $50,000 |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVE | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $60,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON STREET | MONTGOMERY | AL | 36104 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $1,000 |
| NARAL PRO CHOICE MASSACHUSETTS | |||||||
| 15 COURT SQUARE 900 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | SOCIAL SERVICES | $1,500 |
| THE STEPPINGSTONE FOUNDATION | |||||||
| ONE APPLETON STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| THE WINSOR SCHOOL | |||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| US-JAPAN COUNCIL | |||||||
| 1819 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | OTHER PUBLIC CHARITY | SOCIAL BENEFIT | $106,734 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| ZUMIX | |||||||
| 260 SUMMER ST | EAST BOSTON | MA | 02128 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $5,000 |
| PAIR | |||||||
| 1 EDUCATION ST | CAMBRIDGE | MA | 02141 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $25,000 |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET 802 | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES HUMAN SERVICES | $51,150 |
| PROJECT CITIZENSHIP | |||||||
| 4 SOUTH MARKET ST 3RD FLOOR | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $355,000 |
| RED CLOUD RENEWABLE | |||||||
| 1001 SOLAR WARRIOR ROAD | PINE RIDGE | SD | 57770 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $5,000 |
| TECH GOES HOME | |||||||
| 867 BOYLSTON ST 5TH FLOOR | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT PUBLIC BENEFIT | $10,000 |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78714 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $300 |
| UTEC | |||||||
| 35 WARREN ST | LOWELL | MA | 01852 | NONE | OTHER PUBLIC CHARITY | SOCIAL SERVICES PUBLIC BENEFIT | $15,000 |
| YELLOWHAMMER FUND | |||||||
| PO BOX 170280 | BOSTON | MA | 02117 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES HUMAN SERVICES | $500 |
| YOUNG CENTER IMMIGRANT CHILDREN'S RIGHTS | |||||||
| 6020 S UNIVERSITY AVE | CHICAGO | IL | 60637 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES HUMAN SERVICES | $500 |
| YOUTHBUILD | |||||||
| 27 CENTRE ST | ROXBURY | MA | 02119 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $88,931 |
| VENTURE CAFE FOUNDATION | |||||||
| ONE BROADWAY 5TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | OTHER PUBLIC CHARITY | PUBLIC BENEFIT | $900 |
| PHILANTHROPY CONNECTION | |||||||
| 1770 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $250 |
| IMMIGRANT FAMILY SERVICES INSTITUTE | |||||||
| 575 AMERICAN LEGION HWY | ROSLINDALE | MA | 02131 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,968,515 | 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 | $93,200 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,521 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,854 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,196,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,854 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,406,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,417,590 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIFFANY & CO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $11,650 | Amt |
| Net Investment Income | $2,330 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,320 | 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 | 2009-06-30 | $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 | $1,245 | SL | 5.000000000000 | $336 | $0 |
| IPAD | 2015-01-01 | $636 | $445 | SL | 5.000000000000 | $127 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS | $706,297 | $737,722 |
| FIRST REPUBLIC SECURITIES CO. | $928,601 | $2,688,841 |
| MORGAN STANLEY | $2,239,789 | $1,263,916 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROCKEFELLER | AT COST | $35,091 | $113,062 |
| AVENUE EUROPE SPECIAL SIT FUND | AT COST | $10,272 | $170,372 |
| KIG INVESTMENT PARTNERS | AT COST | $2,094,172 | $1,182,676 |
| SPRUCE HOUSE | AT COST | $1,274,797 | $2,411,085 |
| ACACIA CONSERVATION | AT COST | $2,142,471 | $2,255,892 |
| ARISTOTLE FUND LP | AT COST | $104,376 | $0 |
| GREENLEA LANE | AT COST | $1,336,608 | $1,450,260 |
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 | $1,581 | $98 |
| IPAD | $636 | $572 | $64 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $1,752 | $1,752 | $1,752 |
| CVS OF LIFE INSURANCE POLICY | $1,548,277 | $1,548,277 | $1,548,277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30 | $0 | $30 |
| PAYROLL PROCESSING FEES | $2,709 | $176 | $2,533 |
| INSURANCE | $16,950 | $0 | $16,950 |
| POSTAGE AND PRINTING | $599 | $0 | $599 |
| SEMINARS AND TRAINING | $395 | $0 | $395 |
| REIMBURSED EXPENSES | $1,915 | $0 | $1,915 |
| PORTFOLIO DEDUCTIONS PER K-1'S | $161,554 | $161,554 | $0 |
| MEALS AND ENTERTAINMENT | $264 | $0 | $264 |
| IT/TECH | $3,239 | $0 | $3,239 |
| JWLI PROGRAM EXPENSE | $181,492 | $0 | $181,492 |
| OFFICE SUPPLIES AND EXPENSE | $11,179 | $0 | $11,179 |
| MEMBERSHIP FEES | $0 | $0 | $0 |
| DONATIONS PER K-1'S | $17 | $0 | $17 |
| EMPLOYEE PARKING | $2,563 | $0 | $2,563 |
| PROGRAM-OTHER | $13,120 | $0 | $13,120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME PER K-1'S | Desc |
| Revenue And Expenses Per Books | $29,523 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,523 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | -$3,700 | $1,078 |
| CONTRIBUTION PAYABLE | $5,000 | $5,000 |
| CREDIT AT CHASE WEB DOWNLOAD | $0 | $5,010 |
| INVESTMENT | $0 | $218 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $2,551 | $2,551 | $0 |
| OUTSIDE SERVICES | $14,675 | $0 | $14,675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $27,359 | $1,779 | $25,580 |
| FOREIGN TAXES PAID PER K-1'S | $5,511 | $5,511 | $0 |
| FEDERALAND STATE TAXES | $46,693 | $0 | $0 |
| FORM PC | $500 | $0 | $500 |
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