THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-06
- IRS object ID
- 201400659349100700
- Schema version
- 2012v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-06T11:02:57-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043027605 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMET & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046905753 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FISH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FISH | NameControl |
| Phone | 6174283775 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE K FISH | Name |
| Title | TRUSTEE | Title |
| Phone | 6174283775 | Phone |
| Date Signed | 2014-02-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL FORD CPA | Name |
| PTIN | P01332603 | PTIN |
| Phone | 6177311222 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11489166 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1693244 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10159 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10159 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 93921 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 93921 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 321237 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1405976 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 321237 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 383 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 383 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2118944 | TotalRevenueAndExpenses |
| Total Net Investment Income | 425700 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 7750 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4250 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 3500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 207740 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 9913 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 197827 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 8573 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 8573 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2030 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2030 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 10250 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 22176 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16745 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5431 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 2655 | InterestRevAndExpnss |
| Interest Net Invst Incm | 2655 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 21244 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2337 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 15857 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 886 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 3685 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3685 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 182315 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 92534 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 89761 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 469304 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 128434 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 336914 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 876273 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 876273 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1345577 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 128434 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1213187 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 773367 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 297266 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5068171 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4114968 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4114968 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 259558 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 261903 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 5051536 | InvestmentsOtherBOY |
| Investments Other EOY | 6519434 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7110004 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 16390 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 14099 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 3177 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2291 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2291 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 10122884 | TotalAssetsBOY |
| Total Assets EOY | 10896251 | TotalAssetsEOY |
| Total Assets EOYFMV | 11489166 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 10122884 | CapitalStockBOY |
| Capital Stock EOY | 10896251 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 10122884 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10896251 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10122884 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10896251 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10122884 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 773367 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 10896251 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10896251 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| RS GLOBAL | P | 2012-07-10 | 2013-06-30 | 107620 | 125709 | -18089 | -18089 |
| JP MORGAN | P | 2013-06-30 | 251756 | 251756 | 251756 | ||
| INTERACTIVE BROKERS | P | 2013-06-30 | 12140 | 12140 | 12140 | ||
| MORGAN STANLEY | P | 2012-09-20 | 2013-05-10 | 912245 | 958980 | -46735 | -46735 |
| LONE CASCADE LP | P | 2013-06-30 | 40119 | 40119 | 40119 | ||
| LONE CASCADE LP | P | 2013-06-30 | 39340 | 39340 | 39340 | ||
| NEWTYN PARTNERS K-1 | P | 2013-06-30 | 23095 | 23095 | 23095 | ||
| AVENUE EUROPE K-1 | P | 2013-06-30 | 1108 | 1108 | 1108 | ||
| AVENUE EUROPE K-1 | P | 2013-06-30 | 1647 | 1647 | 1647 | ||
| INTERACTIVE BROKERS | P | 2013-06-30 | 16906 | 16906 | 16906 | ||
| ROCKEFELLER ALTERNATIVE STATEGIES K-1 | P | 2013-06-30 | 50 | -50 | -50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 321237 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1623537 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11204023 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.144907 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1626008 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9214595 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.176460 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 640135 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11599698 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055185 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 687903 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12359598 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055657 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 609693 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12984970 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046954 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.479163 | TotalDistributionRatio |
| Average Distribution Ratio | 0.095833 | AverageDistributionRatio |
| Net Noncharitable Assets | 12598400 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1207342 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2973 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1210315 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1213187 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2973 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2973 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2973 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3424 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3424 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 451 | Overpayment |
| Amount Credited To Next Year | 451 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREF BORDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6174283775 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE K FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ATSUKO TOKO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LEAH OKAJIMA TOKO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 250 | 0 | 0 |
| EDWARD TAKEZO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 4750 | 0 | 0 |
| THALEIA SCHLESINGER | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 2000 | 0 | 0 |
| EMILY FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 250 | 0 | 0 |
| MATIAS SACERDOTE | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 500 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALICE BORDEN | Name |
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 | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 119135 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 1 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 17453 | Expenses1 |
| 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. | Description2 |
| Expenses2 | 21972 | Expenses2 |
| 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. | Description3 |
| Expenses3 | 26740 | Expenses3 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4020861 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4206261 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4563132 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12790254 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12790254 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 191854 | CashDeemedCharitable |
| Net Noncharitable Assets | 12598400 | NetNoncharitableAssets |
| Minimum Investment Return | 629920 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 629920 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2973 | TaxBasedOnInvestmentIncome |
| Total Tax | 2973 | TotalTax |
| Distributable Amount Before Adj | 626947 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 626947 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 626947 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1213187 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1213187 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2973 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1210214 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 626947 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 39785 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 62430 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1171359 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1065488 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2339062 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1213187 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 626947 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 586240 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2925302 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2925302 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 39785 | ExcessFromYear4 |
| Excess From Year3 | 62430 | ExcessFromYear3 |
| Excess From Year2 | 1171359 | ExcessFromYear2 |
| Excess From Year1 | 1065488 | ExcessFromYear1 |
| Excess From Current Year | 586240 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE K FISH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (79 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOLESCENT CONSULTATION SERVICES INC | ||||||||
| 189 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,550 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN ST | FRAMINGHAM | MA | 01701 | NONE | OTHER PUBLIC CHARITY | HEALTH | $100 | |
| AMERICAN FRIENDS OF SERVICE COMMITTEE | ||||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $250 | |
| ASIAN TASK FORCE AGAINST DOMES VIOLENCE | ||||||||
| PO BOX 120108 | BOSTON | MA | 02112 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 | |
| ASSOCIATED GRANT MAKERS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $4,600 | |
| BEACON ACADEMY | ||||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 | |
| BOSTON CENTER FOR THE ARTS | ||||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $500 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||||
| 11 MAYHEW STREET | DORCHESTER | MA | 02125 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $37,000 | |
| BOSTON DEBATE LEAGUE | ||||||||
| 31 STATE STREET10TH FLOOR | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 | |
| BOWDOIN COLLEGE | ||||||||
| 3725 COLLEGE ST | BRUNSWICK | ME | 04011 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $700 | |
| BOYS & GIRLS CLUBS OF BOSTON INC | ||||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $67,650 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 | |
| BROWN UNIVERSITY | ||||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $5,000 | |
| BUCKINGHAM BROWNE & NICHOLS | ||||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 021385512 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $600 | |
| BUTTON HOLE | ||||||||
| 555 AMORY STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 | |
| CALIFORNIA COMMUNITY PARTNERS FOR YOUTH | ||||||||
| PO BOX 578 | SAN JOSE | CA | 95106 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| CENTRO LATINO | ||||||||
| 267 BROADWAY | CHELSEA | MA | 021502807 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $45,575 | |
| CERES | ||||||||
| 99 CHAUNCY ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $250 | |
| CODMAN ACADEMY FOUNDATION | ||||||||
| 637 WASHINGTON ST | BOSTON | MA | 02124 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,741 | |
| COLLEGE BOUND DORCHESTER | ||||||||
| 18 SAMOSET ST | DORCHESTER | MA | 02124 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $9,500 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $67,900 | |
| COMPANY ONE | ||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $500 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $1,500 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | OTHER PUBLIC CHARITY | HEALTH | $10,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | HEALTH | $250 | |
| DIMOCK COMMUNITY HEALTH CENTER | ||||||||
| 45 DIMOCK ST | ROXBURY MA | MA | 02119 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| DRAKE UNIVERSITY | ||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $167,814 | |
| ELLIS MEMORIAL | ||||||||
| 66 BERKELEY ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| FALMOUTH ACADEMY | ||||||||
| 7 HIGHFIELD DR | FALMOUTH MA | MA | 02540 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,500 | |
| FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO | ||||||||
| PO BOX 40488 | SAN FRANCISCO | CA | 941400488 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $700 | |
| GENERATION EXCEL | ||||||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS & REFUGEES | ||||||||
| PO BOX 1100 | SEBASTOPOL | CA | 954731100 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 240 COMMERCIAL ST 4TH FL | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,500 | |
| HARVARD UNIVERSITY | ||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $480 | |
| HEALTH RESOURCES IN ACTION | ||||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,000 | |
| HONOLULU MUSEUM OF ART | ||||||||
| 900 S BERETANIA ST | HONOLULU | HI | 96814 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $5,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE 14TH FL | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,500 | |
| IRISH INTERNATIONAL IMMIGRANT CENTER | ||||||||
| 100 FRANKLIN ST | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $71,050 | |
| JAPAN SOCIETY OF BOSTON | ||||||||
| 420 POND ST | BOSTON | MA | 02139 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $13,785 | |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||||||||
| 401 ELMGROVE AVE | PROVIDENCE | RI | 02906 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 | |
| JEWISH VOCATIONAL SERVICE | ||||||||
| 29 WINTER ST SUITE 500 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 | |
| JOYFUL HEART FOUNDATION | ||||||||
| 29 WINTER ST SUITE 500 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND | ||||||||
| 400 5TH AVE 300 | WALTHAM | MA | 02451 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $200 | |
| LONGWOOD SYMPHONY ORCHESTRA | ||||||||
| PO BOX 886 | BROOKLINE | MA | 02446 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $5,000 | |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS (MAPS) | ||||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $53,200 | |
| JWLI | ||||||||
| 301 THE FENWAY | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $15,382 | |
| MARCH OF DIMES - RHODE ISLAND CHAPTER | ||||||||
| 220 WEST EXCHANGE ST SUITE 003 | PROVIDENCE | RI | 02903 | NONE | OTHER PUBLIC CHARITY | HEALTH | $100 | |
| MARINE BIOLOGICAL LABORATORY | ||||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT & ANIMALS | $200 | |
| MASS BREAST CANCER COALITION | ||||||||
| 333 WEYMOUTH STREET 13 | ROCKLAND | MA | 02370 | NONE | OTHER PUBLIC CHARITY | HEALTH | $250 | |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | ||||||||
| 130 BOWDOIN ST | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,000 | |
| MIRA COALITION | ||||||||
| 105 CHAUNCY ST 901 | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $69,770 | |
| MIT ALUMNI ASSOCIATION | ||||||||
| 600 MEMORIAL DRIVE W98-2ND FLOOR | CAMBRIDGE | MA | 021394822 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $5,000 | |
| NATIONAL IMMIGRATION FORUM | ||||||||
| 50 F STREET NW SUITE 300 | WASHINGTON | DC | 20001 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $3,000 | |
| NEIGHBOR TO NEIGHBOR MA EDUCATION FUND | ||||||||
| 262 WASHINGTON STREET 3RD FL | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| NEXT CHAPTER BOOK CLUB | ||||||||
| C/O TOM FISH 371K MCCAMPBELL HALL | COLUMBUS | OH | 43210 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $33,500 | 1581 DODD DRIVE |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY ST 5 | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $250 | |
| PELOTONIA | ||||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 229 KENT ST | BROOKLINE | MA | 02446 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $100 | |
| ROSE F KENNEDY GREENWAY CONSERVANCY | ||||||||
| 185 KNEELAND ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT & ANIMALS | $5,000 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT & ANIMALS | $1,000 | |
| SERVE RHODE ISLAND | ||||||||
| PO BOX 72822 | PROVIDENCE | RI | 02907 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 | |
| SIMMONS COLLEGE | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $6,706 | |
| SIMMONS COLLEGE | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $33,120 | |
| SOUTH BRONX CLASSICAL CHARTER SCHOOL | ||||||||
| 977 FOX ST | BRONX | NY | 10459 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 | |
| TENACITY INC | ||||||||
| 38 EVERETT STREET | BOSTON | MA | 02134 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,500 | |
| THE 300 COMMITTEE | ||||||||
| 157 LOCUST ST | FALMOUTH | MA | 02540 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT & ANIMALS | $500 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET 10TH FL | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $20,000 | |
| THE COALITION FOR BUZZARDS BAY | ||||||||
| 114 FRONT ST | NEW BEDFORD | MA | 02740 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT & ANIMALS | $25,000 | |
| THE FALMOUTH FUND | ||||||||
| CAPE COD FOUNDATION 259 WILLOW | YARMOUTHPORT | MA | 02675 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,300 | STREET |
| THE MAY INSTITUTE | ||||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $250 | |
| THE SAN MIGUEL SCHOOL | ||||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 | |
| THE WINSOR SCHOOL | ||||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $3,250 | |
| VIET-AID | ||||||||
| 42 CHARLES ST | BOSTON | MA | 02122 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| WHEELOCK FAMILY THEATRE | ||||||||
| 180 RIVERWAY | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $500 | |
| WOMEN'S LUNCH PLACE | ||||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 876273 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,159 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $1 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $93,920 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $383 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | -$50 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $321,287 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $334 | UnrelatedBusinessIncomeAmount |
| Exclusion | $425,366 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 425700 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | LAWRENCE K FISH | C/O FISH FAMILY FDN 75 STATE ST | BOSTON | MA | 02109 | 470000 | X | |
| 2 | LAWRENCE K FISH | C/O FISH FAMILY FDN 75 STATE ST | BOSTON | MA | 02108 | 750750 | X | |
| 3 | LAWRENCE K FISH | C/O FISH FAMILY FDN 75 STATE ST | BOSTON | MA | 02108 | 208230 | X | |
| 4 | LAWRENCE K FISH | C/O FISH FAMILY FDN 75 STATE ST | BOSTON | MA | 02108 | 259558 | X | |
| 5 | BLOOMINGDALES | 1000 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10022 | 4706 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 39,000 SHARES OF NATIONAL BANK HOLDINGS CORP CLASS A COMMON STOCK | 750750 | 2012-09-20 |
| 3 | 11,000 SHARES OF NATIONAL BANK HOLDINGS CORP CLASS A COMMON STOCK | 208230 | 2012-12-27 |
| 4 | 13,400 SHARES OF NATIONAL BANK HOLDING CORP CLASS A COMMON STOCK | 259558 | 2013-06-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $10,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10250 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (9 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2009-06-30 | 1492 | 1492 | SL | 5.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 2009-06-30 | 1962 | 1962 | SL | 7.000000000000 | 0 | 0 |
| OFFICE PHONES | 2009-06-30 | 180 | 180 | SL | 5.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 2009-06-30 | 6242 | 6242 | 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 | 1000 | 567 | SL | 5.000000000000 | 200 | 0 |
| IPADS | 2012-06-30 | 3430 | 686 | SL | 5.000000000000 | 686 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NATIONAL BANK HOLDINGS CORP | NameOfStock |
| EOY Book Value | 259558 | EOYBookValue |
| EOYFMV | 261903 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (12 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INTERACTIVE BROKERS | AT COST | 208153 | 213506 |
| JP MORGAN | AT COST | 0 | 0 |
| ROCKEFELLER | AT COST | 356132 | 395163 |
| LONE CASCADE LP | AT COST | 1027163 | 1193708 |
| ARISAIG LATIN AMERICA | AT COST | 250000 | 299260 |
| ARISAIG ASIA | AT COST | 250000 | 313722 |
| AVENUE EUROPE SPECIAL SIT FUND | AT COST | 682183 | 532267 |
| RS GLOBAL | AT COST | 0 | 0 |
| NEWTYN PARTNERS | AT COST | 1023356 | 809826 |
| FIRST REPUBLIC SECURITIES CO. | AT COST | 1721553 | 2333366 |
| KIG | AT COST | 500000 | 500000 |
| SPRUCE HOUSE | AT COST | 500894 | 519186 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (9 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| COMPUTER EQUIPMENT | 1492 | 1492 | 0 |
| OFFICE FURNITURE | 1962 | 1962 | 0 |
| OFFICE PHONES | 180 | 180 | 0 |
| OFFICE FURNITURE | 6242 | 6242 | 0 |
| COPIER | 401 | 401 | 0 |
| COM/PHONE SET-UP | 720 | 720 | 0 |
| COMPUTER EQUIPMENT | 963 | 963 | 0 |
| OFFICE EQUIPMENT | 1000 | 767 | 233 |
| IPADS | 3430 | 1372 | 2058 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,030 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2030 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (14 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES AND MISCELLANEOUS | 94 | 0 | 94 |
| PAYROLL PROCESSING FEES | 1660 | 0 | 1660 |
| INSURANCE | 11581 | 0 | 11581 |
| POSTAGE AND PRINTING | 1273 | 0 | 1273 |
| SEMINARS AND TRAINING | 50 | 0 | 50 |
| REIMBURSED EXPENSES | 6370 | 0 | 6370 |
| PORTFOLIO DEDUCTIONS PER K-1'S | 25958 | 25958 | 0 |
| MEAL AND ENTERTAINMENT | 741 | 0 | 741 |
| IT/TECH | 1827 | 0 | 1827 |
| JWLI PROGRAM EXPENSE | 21972 | 0 | 21972 |
| JDRFB PROGRAM EXPENSE | 26740 | 0 | 26740 |
| GBCI PROGRAM EXPENSE | 17453 | 0 | 17453 |
| NONDEDUCTIBLE EXPENSES | 20 | 0 | 0 |
| OTHER LOSSES FROM K-1'S | 66576 | 66576 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT INCOME PER K-1'S | Description |
| Revenue And Expenses Per Books | 383 | RevenueAndExpensesPerBooks |
| Net Investment Income | 383 | NetInvestmentIncome |
| Adjusted Net Income | 383 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MGMT FEES | $16,745 | 16745 | 0 |
| OUTSIDE SERVICES | $5,431 | 0 | 5431 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $16,671 | 814 | 15857 |
| FOREIGN TAXES PAID PER K-1'S | $1,523 | 1523 | 0 |
| FEDERAL TAXES | $3,050 | 0 | 0 |
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