THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349101221
- Schema version
- 2011v1.5
- 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 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 | 2013-05-15T11:17:39-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2013-05-09 | 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 | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10047193 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 900000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 22269 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22269 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 36014 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36014 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -170852 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 254883 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 80790 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 80790 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 868221 | TotalRevenueAndExpenses |
| Total Net Investment Income | 139073 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 9750 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 6750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 118846 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 118846 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 1280 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 1280 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3075 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3075 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7688 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7688 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19399 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17049 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2350 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 5491 | InterestRevAndExpnss |
| Interest Net Invst Incm | 5491 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10785 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 411 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 10374 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 950 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 3744 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3744 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 195209 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5483 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 189426 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 376217 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31434 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 343533 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1281080 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1281080 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1657297 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31434 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1624613 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -789076 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 107639 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6398397 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5068171 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5068171 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4512866 | InvestmentsOtherBOY |
| Investments Other EOY | 5051536 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4975845 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 16390 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 13213 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 697 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3177 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3177 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 10911960 | TotalAssetsBOY |
| Total Assets EOY | 10122884 | TotalAssetsEOY |
| Total Assets EOYFMV | 10047193 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 10911960 | CapitalStockBOY |
| Capital Stock EOY | 10122884 | 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 | 10911960 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10122884 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10911960 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10122884 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10911960 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -789076 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 10122884 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10122884 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| JP MORGAN, SEE SCHEDULE | P | 2011-05-31 | 2012-06-30 | 226894 | -226894 | -226894 | |
| NATURA COSMETICOS | P | 2011-07-01 | 2012-01-13 | 20126 | -3154 | -3154 | 16972 |
| INTERACTIVE BROKERAGE | P | 2012-06-30 | 30443 | 30443 | 30443 | ||
| INTERACTIVE BROKERAGE | P | 2012-06-30 | 8740 | 8740 | 8740 | ||
| AVENUE EUROPE K-1 | P | 2012-06-30 | 223 | 223 | 223 | ||
| RS GLOBAL | P | 2011-07-18 | 2012-05-14 | 125689 | -18604 | -18604 | 107085 |
| LONE CASCADE K-1 | P | 2012-06-01 | 2012-06-30 | 41458 | -41458 | -41458 | |
| LONE CASCADE K-1 | P | 2012-05-31 | 2012-06-30 | 8469 | -8469 | -8469 | |
| CHARLES SCHWABB, SEE STATEMENTS | P | 2012-06-01 | 2012-06-30 | 3099 | -3099 | -3099 | |
| CHARLES SCHWABB, SEE STATEMENTS | P | 2012-05-31 | 2012-06-30 | 91420 | 91420 | 91420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -170852 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1626008 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9214595 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.176460 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 640135 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11599698 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055185 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 687903 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12359598 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055657 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 609693 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12984970 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046954 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 431746 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11020956 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039175 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.373431 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074686 | AverageDistributionRatio |
| Net Noncharitable Assets | 11204023 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 836784 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1076 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 837860 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1624613 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1076 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1076 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1076 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 4500 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 3424 | Overpayment |
| Amount Credited To Next Year | 3424 | 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 | 750 | 0 | 0 |
| EDWARD TAKEZO FISH | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 3750 | 0 | 0 |
| THALEIA SCHLESINGER | |||||||||
| C/O FISH FAMILY FDN- 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | 4000 | 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 | 1000 | 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 | 100000 | 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) |
|---|---|---|
| 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 | 23477 | 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 | 40437 | Expenses3 |
| Description4 | 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. | Description4 |
| Expenses4 | 88526 | Expenses4 |
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 | 2608561 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5822993 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2943089 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11374643 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11374643 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 170620 | CashDeemedCharitable |
| Net Noncharitable Assets | 11204023 | NetNoncharitableAssets |
| Minimum Investment Return | 560201 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 560201 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1076 | TaxBasedOnInvestmentIncome |
| Total Tax | 1076 | TotalTax |
| Distributable Amount Before Adj | 559125 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 559125 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 559125 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1624613 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1624613 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1076 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1623537 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 559125 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 39785 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 62430 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1171359 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1273574 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1624613 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 559125 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1065488 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2339062 | 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 | 2339062 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 39785 | ExcessFromYear3 |
| Excess From Year2 | 62430 | ExcessFromYear2 |
| Excess From Year1 | 1171359 | ExcessFromYear1 |
| Excess From Current Year | 1065488 | 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 (137 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PRO BONO NET | |||||||
| 151 W 30TH ST 10 | NEW YORK | NY | 10001 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $15,275 |
| HEBREW HEALTH CARE | |||||||
| 1 ABRAHMS BLVD | WEST HARTFORD | CT | 06117 | NONE | OTHER PUBLIC CHARITY | HEALTH | $500 |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE ST | ROSLINDALE | MA | 02131 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| CRITTENTON WOMEN'S UNION | |||||||
| 10 PERTHSHIRE RD | BRIGHTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $150 |
| IRISH INTERNATIONAL IMMIGRANT CENTER | |||||||
| 100 FRANKLIN STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $62,145 |
| GREATER LOWELL COMMUNITY FOUNDATION | |||||||
| 100 MERRIMACK ST | LOWELL | MA | 01852 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $250 |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $2,000 |
| MAPS INC | |||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $44,475 |
| LATINO RESOURCE FAIRFDV - MIRA | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $50 |
| MIRA COALITION | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| MIRA COALITION | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $52,376 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 11 MAYHEW STREET | DORCHESTER | MA | 02125 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 11 MAYHEW STREET | DORCHESTER | MA | 02125 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $45,689 |
| BOSTON COLLEGIATE CHARTER SCHOOL | |||||||
| 11 MAYHEW STREET | DORCHESTER | MA | 02125 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $648 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MA | 20850 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $100 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON ST | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $14,000 |
| THE SAN MIGUEL SCHOOL | |||||||
| 12 CARTER STREET | PROVIDENCE | RI | 02907 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $2,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $87,500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $77,600 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $10,000 |
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 126 SOMERSET STREET | PROVIDENCE | RI | 02907 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,650 |
| MASS ASSOC FOR MENTAL HEALTH | |||||||
| 130 BOWDOIN STREET | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,500 |
| HARVARD UNIVERSITY | |||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| THE MUSEUM INST FOR TEACHING SCIENCE | |||||||
| 1354 HANCOCK STREET | QUINCY | MA | 02169 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| AMERICAN ACADEMY OF ARTS & SCIENCES | |||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,550 |
| AMERICAN FRIENDS OF SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $250 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $100 |
| THE EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| THE 300 COMMITTEE | |||||||
| 157 LOCUST STREET | FALMOUTH | MA | 025402658 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $1,000 |
| MATTAPAN COMMUNITY HEALTH CENTER | |||||||
| 1575 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NONE | OTHER PUBLIC CHARITY | HEALTH | $21,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $2,500 |
| CROSSROADS RHODE ISLAND | |||||||
| 160 BROAD ST | PROVIDENCE | RI | 02903 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| SOUTH END COMMUNITY HEALTH CENTER | |||||||
| 1601 WASHINGTON ST | BOSTON | MA | 02118 | NONE | OTHER PUBLIC CHARITY | HEALTH | $2,500 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $250 |
| CROSSFIT DC | |||||||
| 1722 14TH ST NW | WASHINGTON | DC | 20009 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $50 |
| BOSTON ARTS ACADEMY | |||||||
| 174 IPSWICH STREET | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $1,000 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| COLLEGE BOUND DORCHESTER | |||||||
| 18 SAMOSET STREET | DORCHESTER | MA | 02124 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $42,000 |
| WHEELOCK FAMILY THEATRE | |||||||
| 180 RIVERWAY | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $2,500 |
| SAGE | |||||||
| 19 OLD TOWN SQUARE | FORT COLLINS | CO | 80524 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $54,650 |
| CIRCLE OF HEALTH INTERNATIONAL | |||||||
| 1905 PARAMOUNT AVE | AUSTIN | TX | 78703 | NONE | OTHER PUBLIC CHARITY | HEALTH | $250 |
| BCCRD INC - BOSNIAN COMMUNITY CENTER FOR RESOURCE DEVELOPMENT | |||||||
| 20 WHEELER STREET | LYNN | MA | 01902 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $150 |
| WHEELOCK COLLEGE | |||||||
| 200 RIVERWAY | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| MARION INSTITUTE | |||||||
| 202 SPRING STREET | MARION | MA | 02738 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $1,000 |
| MASS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $1,000 |
| GEORGE WASHINGTON UNIV | |||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| GENERATION EXCEL | |||||||
| 215 FOREST HILLS STREET | BOSTON | MA | 021303302 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $500 |
| HABITAT FOR HUMANITY | |||||||
| 240 COMMERCIAL STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $125,000 |
| COMMUNITY WORKS | |||||||
| 25 WEST STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 503114505 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,750 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 260 FRANKLIN STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,500 |
| NEIGHBOR TO NEIGHBOR MA EDUCATION FUND | |||||||
| 262 WASHINGTON STREET | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $5,000 |
| HUNTINGTON THEATRE | |||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $1,000 |
| CENTRO LATINO | |||||||
| 267 BROADWAY | CHELSEA | MA | 021502807 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $57,000 |
| JEWISH VOCATIONAL SERVICE | |||||||
| 29 WINTER STREET | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $43,000 |
| COOLIDGE CORNER THEATRE FOUNDATION | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $250 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $5,405 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $5,000 |
| THE CHILDREN'S MUSEUM OF BOSTON | |||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $200 |
| MASIPHUMELELE CORPORATION | |||||||
| 32 MONUMENT AVENUE | CHARLESTOWN | MA | 02129 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| JAPAN SOCIETY OF NEW YORK | |||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $12,500 |
| MASS BREAST CANCER COALITION | |||||||
| 333 WEYMOUTH STREET | ROCKLAND | MA | 02370 | NONE | OTHER PUBLIC CHARITY | HEALTH | $250 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET | WELLESLEY | MA | 02481 | NONE | OTHER PUBLIC CHARITY | HEALTH | $10,000 |
| CHAPTERS AHEAD INC | |||||||
| 3467 WALTHAM COURT | POWELL | OH | 43065 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $47,500 |
| MSPCA-ANGELL ANIMAL TALES | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $1,000 |
| PELOTONIA | |||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE B | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,500 |
| TENACITY INC | |||||||
| 38 EVERETT STREET | BOSTON | MA | 021341963 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $2,500 |
| ANTI-DEFAMATION LEAGUE FOUNDATION | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| MY SISTER'S KEEPER | |||||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 021303302 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| CATHOLIC LEGAL IMMIGRATION NETWORK | |||||||
| 415 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES - GBCI | $395 |
| JAPAN SOCIETY OF BOSTON | |||||||
| 420 POND STREET | BOSTON | MA | 02130 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $5,000 |
| BEST BUDDIES MASSACHUSETTS | |||||||
| 45 BROMFIELD STREET | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $200 |
| MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||
| 46 JOY STREET | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $2,500 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $8,700 |
| MUSEUM OF SCIENCE | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $150 |
| BRIDGE OVER TROUBLED WATER | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| ST ELIZABETH SETON CHURCH | |||||||
| 481 QUAKER ROAD | NFALMOUTH | MA | 02556 | NONE | OTHER PUBLIC CHARITY | RELIGION | $1,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $2,500 |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $4,700 |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $82,609 |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $100 |
| BOYS & GIRLS CLUBS OF BOSTONYAWKEY CLUB | |||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $13,900 |
| UWRI PHILANTHROPY FUND | |||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 029092459 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 |
| BOSTON CENTER FOR THE ARTS | |||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | ARTS, CULTURE & HUMANITIES | $1,000 |
| ASSOCIATED GRANT MAKERS | |||||||
| 55 COURT STREET | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $4,650 |
| BOTTOM LINE | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $100 |
| WEST FALMOUTH LIBRARY | |||||||
| 575 WEST FALMOUTH HWY | WEST FALMOUTH | MA | 02574 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $500 |
| CROSS ROADS HOUSE | |||||||
| 600 LAFAYETTE ROAD | PORTSMOUTH | NH | 03801 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 021101016 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $1,000 |
| THE COALITION FOR BUZZARDS BAY | |||||||
| 620 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02745 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $10 |
| MASSACHUSETTS COLLEGE OF ART FOUNDATION | |||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,000 |
| CODMAN ACADEMY FOUNDATION | |||||||
| 637 WASHINGTON ST | BOSTON | MA | 02124 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $32,215 |
| CODMAN SQUARE HEALTH CENTER | |||||||
| 637 WASHINGTON ST | BOSTON | MA | 02124 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,000 |
| INTERNATIONAL INSTITUTE OF RHODE ISLAND | |||||||
| 645 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $5,000 |
| STRIVE BOSTON EMPLOYMENT SERVICE | |||||||
| 651 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $1,000 |
| SERVE RHODE ISLAND | |||||||
| 655 BROAD ST | PROVIDENCE | RI | 02903 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| KELLY BRUSH FOUNDATION | |||||||
| 7 ASPEN DRIVE | SOUTH BURLINGTON | VT | 05403 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $100 |
| NEW TRIER EDUCATIONAL FOUNDATION | |||||||
| 7 HAPP ROAD | NORTHFIELD | IL | 60093 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $250 |
| TEMPLE BETH EL | |||||||
| 70 ORCHARD AVE | PROVIDENCE | RI | 029065425 | NONE | OTHER PUBLIC CHARITY | RELIGION | $5,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | INTERNATIONAL/FOREIGN AFFAIRS | $7,557 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $20,000 |
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $2,500 |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | OTHER PUBLIC CHARITY | HEALTH | $1,100 |
| MIT | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $1,931 |
| MIT ALUMNI ASSOCIATION | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| URBAN IMPROV | |||||||
| 8 ST JOHN STREET | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| BUCKINGHAM BROWNE & NICHOLS | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 021385512 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| BOSTON HIGASHI SCHOOL | |||||||
| 800 NORTH MAIN STREET | RANDOLPH | MA | 02368 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $3,000 |
| THE UNITED MITOCHONDRIAL DISEASE FOUNDATION | |||||||
| 8085 SALTSBURG ROAD | PITTSBURG | PA | 15239 | NONE | OTHER PUBLIC CHARITY | HEALTH | $500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $4,700 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $200 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 891 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $2,000 |
| MASSACHUSETTS HORTICULTURAL SOCIETY | |||||||
| 900 WASHINGTON ST | WELLESLEY | MA | 02482 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $500 |
| CHILD & FAMILY SERVICE | |||||||
| 91-1841 FT WEAVER RD | EWA BEACH | HI | 96706 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| LEWY BODY DEMENTIA ASSOCIATION INC | |||||||
| 912 KILLIAN HILL ROAD SW | LILBURN | GA | 30047 | NONE | OTHER PUBLIC CHARITY | HEALTH | $2,500 |
| HEALTH RESOURCES IN ACTION | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | NONE | OTHER PUBLIC CHARITY | HEALTH | $750 |
| SOUTH BRONX CLASSICAL CHARTER SCHOOL | |||||||
| 977 FOX STREET | BRONX | NY | 10459 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $500 |
| CERES | |||||||
| 99 CHAUNCY ST | BOSTON | MA | 02111 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $500 |
| MSPCC | |||||||
| 99 SUMMER STREET | BOSTON | MA | 02110 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $250 |
| BROWN ALUMNI MAGAZINE | |||||||
| BROWN UNIVERSITY PO BOX 185 | PROVIDENCE | RI | 02912 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $250 |
| BROOKLINE TEEN CENTER CO BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $5,000 |
| THE FALMOUTH FUND CO THE CAPE COD FOUNDATION | |||||||
| 259 WILLOW STREET | YARMOUTHPORT | MA | 02675 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $15,000 |
| THE WINSOR SCHOOL | |||||||
| DEVELOPMENT OFFICE 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $3,250 |
| ASIAN AMERICAN DIABETES INITIATIVE JOSLIN DIABETES CTR | |||||||
| 1 JOSLIN PLACE | BOSTON | MA | 02215 | NONE | OTHER PUBLIC CHARITY | HEALTH | $200 |
| RODMAN RIDE FOR KIDS | |||||||
| LINCOLN PLACE 10 LINCOLN ROAD | FOXBORO | MA | 02035 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $200 |
| GCIR | |||||||
| PO BOX 1100 | SEBASTOPOL | CA | 954731100 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $1,100 |
| GCIR | |||||||
| PO BOX 1100 | SEBASTOPOL | CA | 954731100 | NONE | OTHER PUBLIC CHARITY | PUBLIC/SOCIETY BENEFIT | $1,000 |
| ELLIS MEMORIAL | |||||||
| PO BOX 352 | BOSTON | MA | 02117 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $100,000 |
| LIVING ON EARTH | |||||||
| PO BOX 990007 PRUDENTIAL STATION | BOSTON | MA | 02199 | NONE | OTHER PUBLIC CHARITY | ENVIRONMENT AND ANIMALS | $500 |
| ASIAN TASK FORCE AGAINST DOMES VIOLENCE | |||||||
| PO BOX 120108 | BOSTON | MA | 02112 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $10,000 |
| COPPER CANNON OUTDOOR EDUCATION CENTER | |||||||
| PO BOX 124 GALE RIVER ROAD | FRANCONIA | NH | 03580 | NONE | OTHER PUBLIC CHARITY | HUMAN SERVICES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1281080 | 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 | $22,269 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $6 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,008 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $321 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $60,996 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$170,852 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Related Or Exempt Function Income | 19473 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $327 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$51,579 | ExclusionAmount |
| Related Or Exempt Function Income | 19473 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -31779 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | REFUND OF PRIOR YEAR OVERPAYMENT OF FEDERAL TAX (FORM 990-PF) | RelationshipStatement |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LAWRENCE K FISH | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 900000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX PREPARATION FEES | $7,250 | 0 | 7250 |
| BOOKKEEPING | $438 | 0 | 438 |
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 | 656 | SL | 5.000000000000 | 64 | 0 |
| COMPUTER EQUIPMENT | 2009-06-30 | 963 | 963 | SL | 5.000000000000 | 0 | 0 |
| OFFICE EQUIPMENT | 2009-06-30 | 1000 | 367 | SL | 5.000000000000 | 200 | 0 |
| IPADS | 2012-06-30 | 3430 | SL | 5.000000000000 | 686 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SMITH BARNEY | AT COST | 0 | 0 |
| INTERACTIVE BROKERS | AT COST | 209418 | 197872 |
| JP MORGAN | AT COST | 1679250 | 1871003 |
| CHARLES SCHWAB | AT COST | 0 | 0 |
| ROCKEFELLER | AT COST | 474160 | 408748 |
| LONE PINE | AT COST | 948502 | 928713 |
| ARISAIG LATIN AMERICA | AT COST | 250000 | 266124 |
| ARISAIG ASIA | AT COST | 250000 | 257544 |
| AVENUE EUROPE SPECIAL SIT FUND | AT COST | 364497 | 178239 |
| RS GLOBAL | AT COST | 125709 | 110630 |
| NEWTYN PARTNERS | AT COST | 750000 | 756972 |
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 | 567 | 433 |
| IPADS | 3430 | 686 | 2744 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $3,075 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3075 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (15 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 198 | 0 | 198 |
| PAYROLL PROCESSING FEES | 1343 | 0 | 1343 |
| INSURANCE | 12544 | 0 | 12544 |
| OPERATING EXPENSES | 2321 | 0 | 2321 |
| POSTAGE AND PRINTING | 1657 | 0 | 1657 |
| SEMINARS AND TRAINING | 5882 | 0 | 5882 |
| REIMBURSED EXPENSES | 7855 | 0 | 7855 |
| PORTFOLIO DEDUCTIONS PER K-1'S | 5483 | 5483 | 0 |
| MEAL AND ENTERTAINMENT | 1863 | 0 | 1863 |
| IT/TECH | 2780 | 0 | 2780 |
| OFFICE EXPENSE | 543 | 0 | 543 |
| JWLI PROGRAM EXPENSE | 23477 | 0 | 23477 |
| JDRFB PROGRAM EXPENSE | 40437 | 0 | 40437 |
| GBCI PROGRAM EXPENSE | 88526 | 0 | 88526 |
| NONDEDUCTIBLE EXPENSES | 300 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INVESTMENT INCOME PER K-1'S | 60996 | 60996 | 60996 |
| INVESTMENT INCOME PER K-1'S | 321 | 321 | 321 |
| FEDERAL TAX REFUND | 19473 | 19473 | 19473 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MGMT FEES | $17,049 | 17049 | 0 |
| OUTSIDE SERVICES | $1,100 | 0 | 1100 |
| PROFESSIONAL FEES - TITLE | $1,250 | 0 | 1250 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $10,007 | 0 | 10007 |
| FOREIGN TAXES PAID PER K-1'S | $411 | 411 | 0 |
| STATE FILINGS | $367 | 0 | 367 |
Comments