THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201501359349101570
- Schema version
- 2013v4.0
- 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
- Legal Fees 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 | 2015-05-15T12:15:45-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 024672111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE K FISH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174283775 | PhoneNum |
| Signature | 2015-05-04 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,739,349 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,082,278 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,244 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $83 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $83 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $83 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $552,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,815,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $552,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,667 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,834,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $228,774 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,125 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $216,649 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,526 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $634 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,892 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,050 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,102 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,989 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,113 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,647 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14,647 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,773 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,636 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,054 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,834 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,834 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $108,793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $547,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $388,867 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $942,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $942,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,489,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,331,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $344,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $597,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,114,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,307,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,307,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $259,558 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,046,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,937,822 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,519,434 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,907,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,491,660 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,153 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,291 | LandBOYAmt |
| Land EOY | $2,495 | LandEOYAmt |
| Land EOYFMV | $2,495 | LandEOYFMVAmt |
| Total Assets BOY | $10,896,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,263,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,739,349 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,896,251 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,240,754 | 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 | $10,896,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,240,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,896,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,263,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,896,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $344,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,240,754 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,240,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ROCKEFELLER K-1'S | P | $188 | $188 | $188 | |||
| ROCKEFELLER SPECIAL GLOBAL OPS K-1 | P | $47 | $47 | $47 | |||
| ROCKEFELLER ALT STRATEGIES K-1 | P | $241 | $241 | $241 | |||
| 13400 SHS NATIONAL BANK HLDGS | P | $273,323 | $13,765 | $13,765 | 2013-06-26 | 2013-08-15 | $259,558 |
| 14150 SHS NATIONAL BANK HLDGS | P | $289,066 | -$1,717 | -$1,717 | 2013-08-21 | 2013-11-19 | $290,783 |
| 1000 SHS JOHNSON AND JOHNSON | P | $100,263 | $5,523 | $5,523 | 2010-12-06 | 2014-04-22 | $94,740 |
| 1000 SHS NESTLE | P | $77,234 | $10,227 | $10,227 | 2013-08-19 | 2014-06-25 | $67,007 |
| 1000 SHS JOHNSON AND JOHNSON | P | $100,258 | $37,845 | $37,845 | 2014-04-23 | 2014-04-28 | $62,413 |
| 2240 SHS JOHNSON AND JOHNSON | P | $231,342 | $95,164 | $95,164 | 2014-06-11 | 2014-06-16 | $136,178 |
| 5000 SHS NESTLE | P | $384,123 | $32,502 | $32,502 | 2014-06-13 | 2014-06-18 | $351,621 |
| INTERACTIVE BROKERS | P | -$1,152 | -$1,152 | 2014-06-30 | $1,152 | ||
| INTERACTIVE BROKERS | P | $16,809 | $16,809 | $16,809 | 2014-06-30 | ||
| CAPITAL GAINS PER K-1'S | P | $263,779 | $263,779 | $263,779 | 2014-06-30 | ||
| CAPITAL GAINS PER K-1'S | P | $78,956 | $78,956 | $78,956 | 2014-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $552,177 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,210,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,598,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,623,537 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,204,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144907 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,626,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,214,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $640,135 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,599,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055185 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $687,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,359,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055657 | DistributionYr5Rt |
| Total Distribution | 0.528270 | TotalDistributionRt |
| Average Distribution | 0.105654 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,829,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,461,194 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,972 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,467,166 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,331,409 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $3,767 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | STATE STREET | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| LEAH OKAJIMA TOKO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $500 | $0 | $0 |
| EDWARD TAKEZO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.50 | $4,250 | $0 | $0 |
| THALEIA SCHLESINGER | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| EMILY FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $250 | $0 | $0 |
| MATIAS SACERDOTE THRU 5514 | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $250 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE BORDEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FISH FAMILY FDN 75 STATE ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $121,250 | CompensationAmt |
| Employee Benefits | $2,048 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 INVOLED IN THE GREATER BOSTON CITIZENSHIP INITIATIVE 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 ORGANIZTIONS TO INCREASE NATURALIZATION RATES IN THE STATE. | Description1Txt |
| Expenses1 | $50,436 | Expenses1Amt |
| Description2 | THE FOUNDATION IS INVOLVED WITH THE JAPANESE WOMEN'S LEADERSHIP INITIATIVE PROGRAM WHICH BRINGS WOMAN FROM JAPAN TO BOSTON TO RECEIVE FOUR WEEKS OF DIRECT EXPERIENCE AND TRAINING IN NONPROFIT MANAGEMENT AND LEADERSHIP DEVELOPMENT IN AREAS OF IMPORTANCE TO WOMAN AND JAPANESE SOCIETY. | Description2Txt |
| Expenses2 | $22,728 | Expenses2Amt |
| Description3 | THE FOUNDATION IS INVOLVED WITH THE JAPANESE DISASTER RELIEF FUND-BOSTON PROGRAM WHICH GIVES AID TO THOSE AFFECTED BY THE EARTHQUAKE AND TSUNAMI IN JAPAN. THIS PROGRAM IS A COLLABORATION AMONG THE FISH FAMILY FOUNDATION, THE BOSTON FOUNDATION, AND THE JAPAN SOCIETY OF BOSTON. | Description3Txt |
| Expenses3 | $3,313 | Expenses3Amt |
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 | $3,181,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,367,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,491,660 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,040,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,040,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,829,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,945 | TotalTaxAmt |
| Distributable Before Adj | $679,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $679,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $679,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,331,409 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,331,409 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,331,409 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $679,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,785 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,430 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,171,359 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,065,488 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $586,240 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,925,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,331,409 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $679,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $651,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,577,156 | 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 | $39,785 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,537,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,430 | ExcessFromYear4Amt |
| Excess From Year3 | $1,171,359 | ExcessFromYear3Amt |
| Excess From Year2 | $1,065,488 | ExcessFromYear2Amt |
| Excess From Year1 | $586,240 | ExcessFromYear1Amt |
| Excess From Current Year | $651,854 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGENCIA APLHA | |||||||
| 62 NORTHAMPTON STREET | BOSTON | MA | 02118 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $13,500 |
| AMERICAN ACADEMY OF ARTS & SCIENCES | |||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIESEDUCATION | $300 |
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN ST | FRAMINGHAM | MA | 01701 | NONE | OTHER PUBLIC CHARITY | HEALTH | $200 |
| AILA NEW ENGLAND | |||||||
| 929 MASSACHUSETTS AVENUE | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| ASIAN AMERICAN ACADEMY OF ARTS & SCIENCES | |||||||
| 87 TYLER STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $11,620 |
| ALL HANDS VOLUNTEERS | |||||||
| 8 COUNTY ROAD | MATTAPOISETT | MA | 02739 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $10,000 |
| ASIAN CENTER OF MERRIMACK VALLEY | |||||||
| 1 BALLARD WAY | LAWRENCE | MA | 01843 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,144 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $6,500 |
| BETHEL INSTITUTE FOR SOCIAL JUSTICE | |||||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| BLACK MINISTERIAL ALLIANCE | |||||||
| 7 PALMER STREET | ROXBURY | MA | 02119 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| BOSTON CHILDREN'S MUSEUM | |||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $10,000 |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $98,746 |
| BOSTON HARBOR ISLAND ALLIANCE | |||||||
| 15 STATE ST | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| BRIDGE OVER TROUBLED WATER | |||||||
| 47 WEST ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| BUCKINGHAM BROWNE & NICHOLS | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $250 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT ST | NEW BEDFORD | MA | 02740 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $25,000 |
| CALIFORNIA COMMUNITY PARTNERS FOR YOUTH | |||||||
| PO BOX 578 | SAN JOSE | CA | 95106 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| CENTRO LATINO | |||||||
| 267 BROADWAY | CHELSEA | MA | 02150 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $44,850 |
| CATHOLIC LEGAL IMMIGRATION NETWORK | |||||||
| 8757 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $20,000 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | HEALTH | $3,450 |
| COLLEGE BOUND DORCHESTER | |||||||
| 18 SAMOSET ST | DORCHESTER | MA | 02124 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $85,680 |
| COACHING 4 CHANGE | |||||||
| 75 AMORY ST | BOSTON | MA | 02119 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $750 |
| DISCOVERING JUSTICE | |||||||
| ONE COURTHOUSE WAY | BOSTON | MA | 02210 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $250 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | HEALTH | $700 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $74,288 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $250 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 EYE STREET | WASHINGTON | DC | 20052 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $250 |
| HONOLULU MUSEUM OF ART | |||||||
| 900 S BERETANIA ST | HONOLULU | HI | 96814 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $5,000 |
| IRISH INTERNATIONAL IMMIGRANT CENTER | |||||||
| 100 FRANKLIN ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $65,300 |
| JAPAN SOCIETY OF BOSTON | |||||||
| 420 POND ST | BOSTON | MA | 02139 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $350 |
| JEWISH BIG BROTHERS BIG SISTERS OF LA | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $250 |
| JEWISH VOCATIONAL SERVICE | |||||||
| 29 WINTER ST | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| JWLI | |||||||
| 301 THE FENWAY | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $16,343 |
| LIEUTENANT WALSH - BOSTON FIREFIGHTERS | |||||||
| 60 HALLET STREET | DORCHESTER | MA | 02124 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $400 |
| MA GENERAL HOSPITAL | |||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | HEALTH | $500 |
| MASSACHUSETTS HORTICULTURAL SOCIETY | |||||||
| 900 WASHINGTON STREET | WELLESLEY | MA | 02482 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT | $500 |
| MASS BREAST CANCER COALITION | |||||||
| 333 WEYMOUTH STREET | ROCKLAND | MA | 02370 | NONE | OTHER PUBLIC CHARITY | HEALTH | $200 |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS (MAPS) | |||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $92,450 |
| MATTAPAN COMMUNITY HEALTH CENTER | |||||||
| 1575 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NONE | OTHER PUBLIC CHARITY | HEALTH | $20,000 |
| MIRA COALITION | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $84,251 |
| MIT ALUMNI ASSOCIATION | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $2,500 |
| NATIONAL IMMIGRATION FORUM | |||||||
| 50 F STREET NW | WASHINGTON | DC | 20001 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 |
| MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||
| 14 BEACON ST | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $1,000 |
| NEXT CHAPTER BOOK CLUB | |||||||
| 1581 DODD DRIVE | COLUMBUS | OH | 43210 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $52,000 |
| MOVEMBER | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $100 |
| PHOENIX CHARTER ACADEMY | |||||||
| 60 CANAL STREET | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $100 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $1,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $100 |
| ROOT CAUSE | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $300 |
| SILENT SPRING INSTITUTE | |||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $200 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $143,120 |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,000 |
| STRIVE BOSTON EMPLOYMENT SERVICE | |||||||
| 651 WASHINGTON STREET | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| TENACITY INC | |||||||
| 38 EVERETT STREET | BOSTON | MA | 02134 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $4,000 |
| TEMPLE BETH EL | |||||||
| 70 ORCHARD AVE | PROVIDENCE | RI | 02906 | NONE | OTHER PUBLIC CHARITY | RELIGIOUS | $5,000 |
| THE MAY INSTITUTE | |||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $500 |
| UMASS-DARTMOUTH FOUNDATION | |||||||
| 285 OLD WESTPORT ROAD | NORTH DARTMOUTH | MA | 02215 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,500 |
| THE WINSOR SCHOOL | |||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,500 |
| VIET-AID | |||||||
| 42 CHARLES ST | BOSTON | MA | 02122 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| WATER FOR WASALA | |||||||
| 2000 FRIEDENSBURG ROAD | READING | PA | 19606 | NONE | OTHER PUBLIC CHARITY | ENIRONMENTAL | $350 |
| YWCA BOSTON | |||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| ADOPTION AND FOSTER CARE MENTORING | |||||||
| 727 ATLANTIC AVENUE | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $942,542 | 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 | $2,799 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $19 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,225 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $423 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $476 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $551,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $938 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $751,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $751,970 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE K FISH | |||||||
| 1 | 75 STATE ST | BOSTON | MA | 02109 | $250,000 | Yes (X) | |
| LAWRENCE K FISH | |||||||
| 2 | 75 STATE ST | BOSTON | MA | 02109 | $290,783 | Yes (X) | |
| LAWRENCE K FISH | |||||||
| 3 | 75 STATE ST | BOSTON | MA | 02109 | $94,740 | Yes (X) | |
| LAWRENCE K FISH | |||||||
| 4 | 75 STATE ST | BOSTON | MA | 02109 | $446,755 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 14,150 SHARES OF NATIONAL BANK HOLDINGS CORP CLASS A COMMON STOCK | $290,783 | 2013-08-21 |
| 3 | 1,000 SHARES OF JOHNSON & JOHNSON COMMON STOCK | $94,740 | 2014-01-10 |
| 4 | 22,450 SHARES OF NATIONAL BANK HOLDING CORP CLASS A COMMON STOCK | $446,755 | 2014-02-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2009-06-30 | $1,492 | $1,492 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2009-06-30 | $1,962 | $1,962 | SL | 7.000000000000 | $0 | $0 |
| OFFICE PHONES | 2009-06-30 | $180 | $180 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2009-06-30 | $6,242 | $6,242 | SL | 7.000000000000 | $0 | $0 |
| COPIER | 2009-06-30 | $401 | $401 | SL | 5.000000000000 | $0 | $0 |
| COM/PHONE SET-UP | 2009-06-30 | $720 | $720 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2009-06-30 | $963 | $963 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2009-06-30 | $1,000 | $767 | SL | 5.000000000000 | $200 | $0 |
| IPADS | 2012-06-30 | $3,430 | $1,372 | SL | 5.000000000000 | $686 | $0 |
| COMPUTER EQUIPMENT | 2013-11-15 | $1,258 | SL | 5.000000000000 | $168 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS | $273,585 | $312,598 |
| FIRST REPUBLIC SECURITIES CO. | $1,171,342 | $2,008,391 |
| NATIONAL BANK HOLDINGS CORP | $0 | $0 |
| JP MORGAN | $601,411 | $616,833 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROCKEFELLER | AT COST | $287,779 | $341,695 |
| LONE CASCADE LP | AT COST | $1,247,002 | $1,574,397 |
| ARISAIG LATIN AMERICA | AT COST | $424,129 | $434,794 |
| ARISAIG ASIA CONSUMER | AT COST | $424,129 | $499,514 |
| AVENUE EUROPE SPECIAL SIT FUND | AT COST | $909,642 | $855,123 |
| NEWTYN PARTNERS | AT COST | $1,101,816 | $1,204,957 |
| KIG INVESTMENT PARTNERS | AT COST | $496,575 | $742,652 |
| SPRUCE HOUSE | AT COST | $1,002,128 | $754,722 |
| ACACIA CONSERVATION | AT COST | $1,014,349 | $1,083,806 |
| FIRST REPUBLIC SECURITIES CO. | AT COST | $0 | $0 |
| ARISTOTLE FUND LP | AT COST | $1,000,000 | $1,000,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,492 | $1,492 | $0 |
| OFFICE FURNITURE | $1,962 | $1,962 | $0 |
| OFFICE PHONES | $180 | $180 | $0 |
| OFFICE FURNITURE | $6,242 | $6,242 | $0 |
| COPIER | $401 | $401 | $0 |
| COM/PHONE SET-UP | $720 | $720 | $0 |
| COMPUTER EQUIPMENT | $963 | $963 | $0 |
| OFFICE EQUIPMENT | $1,000 | $967 | $33 |
| IPADS | $3,430 | $2,058 | $1,372 |
| COMPUTER EQUIPMENT | $1,258 | $168 | $1,090 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,050 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,050 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $335 | $0 | $335 |
| PAYROLL PROCESSING FEES | $1,827 | $0 | $1,827 |
| INSURANCE | $10,560 | $0 | $10,560 |
| POSTAGE AND PRINTING | $4,172 | $0 | $4,172 |
| SEMINARS AND TRAINING | $347 | $0 | $347 |
| REIMBURSED EXPENSES | $5,967 | $0 | $5,967 |
| PORTFOLIO DEDUCTIONS PER K-1'S | $56,058 | $56,058 | $0 |
| MEAL AND ENTERTAINMENT | $1,379 | $0 | $1,379 |
| IT/TECH | $973 | $0 | $973 |
| JWLI PROGRAM EXPENSE | $22,728 | $0 | $22,728 |
| JDRFB PROGRAM EXPENSE | $3,313 | $0 | $3,313 |
| GBCI PROGRAM EXPENSE | $51,054 | $0 | $51,054 |
| OTHER PROGRAM EXPENSES | $411 | $0 | $411 |
| OTHER LOSSES FROM K-1'S | $38,598 | $38,598 | $0 |
| MEMBERSHIP FEES | $4,700 | $0 | $4,700 |
| DONATIONS PER K-1'S | $2 | $0 | $2 |
| OFFICE SUPPLIES AND EXPENSE | $1,025 | $0 | $1,025 |
| INVESTMENT EXPENSES | $6,559 | $6,559 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME PER K-1'S | $423 | $423 | $423 |
| OTHER INCOME PER K-1'S | $25,244 | $25,244 | $25,244 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $0 | $4,001 |
| CONTRIBUTION PAYABLE | $0 | $18,999 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $15,989 | $15,989 | $0 |
| OUTSIDE SERVICES | $11,113 | $0 | $11,113 |
| OTHER PROFESSIONAL FEES | $8,000 | $0 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $20,563 | $927 | $19,636 |
| FOREIGN TAXES PAID PER K-1'S | $4,846 | $4,846 | $0 |
| FEDERAL TAXES | $2,549 | $0 | $0 |
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