SUFFOLK CARES CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUFFOLK CARES CHARITABLE FOUNDATION INC (EIN 20-5409073)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-14
- IRS object ID
- 202301959349100105
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-14T08:29:22-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205409073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUFFOLK CARES CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUFF | BusinessNameControlTxt |
| Phone | 6174453500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 ALLERTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F FISH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174453500 | PhoneNum |
| Signature | 2023-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | FISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,743,590 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,277,337 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,277,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,088 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,088 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,294,957 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,784,427 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,334,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,819,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Pledges Rcvbl | $2,788,000 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $44,410 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $3,379,483 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,743,590 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,743,590 | PledgesRcvblEOYFMVAmt |
| Total Assets BOY | $3,379,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,743,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,743,590 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,820 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $68,669 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,495,902 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,857,432 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,504,722 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,926,101 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$3,504,722 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$2,951,101 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,379,483 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,768,590 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$125,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$182,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,379,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,743,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$125,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$182,511 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$182,511 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL LINDBLOM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174453500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 ALLERTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN F FISH | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| PUNEET MAHAJAN | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAY TANGNEY | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | CLERK | 1.00 | $0 | $0 | $0 |
| DENNIS BERGER | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR (THRU 5/31/22) | 1.00 | $0 | $0 | $0 |
| BRAD BROWN | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR (FROM 8/30/22) | 0.00 | $0 | $0 | $0 |
| NICK DHIMITRI | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR | 13.00 | $0 | $0 | $0 |
| RALPH ESPOSITO | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF GOUVEIA | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACKIE LEWIS | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR (FROM 8/30/22) | 1.00 | $0 | $0 | $0 |
| KATY O'NEIL | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR (FROM 8/30/22) | 1.00 | $0 | $0 | $0 |
| TONY RANGO | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEA STENDAHL | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR (THRU 6/3/22) | 1.00 | $0 | $0 | $0 |
| PETE TUFFO | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUFFOLK CARES CHARITABLE FOUNDATION, INC. PROVIDES FINANCIAL SUPPORT AND ELECTS TO SPONSOR SEVERAL CHARITABLE, CIVIC, EDUCATIONAL, HEALTHCARE, ARTS AND CULTURAL ORGANIZATIONS NATIONWIDE. THROUGH FINANCIAL GIVING, THE ORGANIZATION STRIVES TO STRENGTHEN THE NUMEROUS NON-PROFITS THAT CREATE THE FABRIC OF OUR COMMUNITIES. | Description1Txt |
| Expenses1 | $2,294,957 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $284 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,819,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,819,515 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,691,902 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,306,989 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,621,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,516,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,755,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,893,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,819,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,819,231 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,712,759 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,691,902 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,020,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,306,989 | ExcessFromYear4Amt |
| Excess From Year3 | $3,621,975 | ExcessFromYear3Amt |
| Excess From Year2 | $3,516,975 | ExcessFromYear2Amt |
| Excess From Year1 | $2,755,687 | ExcessFromYear1Amt |
| Excess From Current Year | $2,819,231 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F FISH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACE MENTOR PROGRAM OF GREATER BOSTON | |||||||
| 1 PLEASURE ISLAND RD | WAKEFIELD | MA | 01880 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $1,000 |
| ACE MENTOR PROGRAM OF GREATER NY INC | |||||||
| 1325 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| AIRPORT MARINA COUNSELING SERVICE | |||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | |||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BIG BROTHERS BIG SISTERS OF CAPE COD AND THE ISLANDS | |||||||
| 184 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BOSTON BRUINS FOUNDATION | |||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BOSTON COLLEGE HIGH SCHOOL | |||||||
| 150 WILLIAM MORRISSEY BLVD | DORCHESTER | MA | 02125 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BOSTON HARBOR NOW | |||||||
| PO BOX 961712 | BOSTON | MA | 02196 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BOYS & GIRLS CLUBS OF DORCHESTER | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| BOYS & GIRLS CLUBS OF METRO SOUTH | |||||||
| 19 COURT STREET 2ND FLOOR | TAUNTON | MA | 02780 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 79 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $100,000 |
| CIA OFFICERS MEMORIAL FOUNDATION | |||||||
| PO BOX 405 | HERNDON | VA | 20172 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY (CURE) | |||||||
| 420 N WABASH AVE STE 650 | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| COMMUNITY SCHOOL OF NAPLES | |||||||
| 13275 LIVINGSTON RD | NAPLES | FL | 34109 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE (CARE) | |||||||
| 151 ELLIS STREET | ATLANTA | GA | 30303 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $8,384 |
| COREY C GRIFFIN CHARITABLE FOUNDATION | |||||||
| 205 NEWBURY ST STE 410 | FRAMINGHAM | MA | 01701 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $200,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| DIY GIRLS | |||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| EVACUATION DAY - ST PATRICK'S DAY HERITAGE FUND | |||||||
| 298 W 3RD STREET | SOUTH BOSTON | MA | 02127 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| FRANCISCAN CHILDREN'S | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| GREATER BOSTON REAL ESTATE BOARD FOUNDATION | |||||||
| THREE CENTER PLAZA MEZZANINE | BOSTON | MA | 02108 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| HABITAT FOR HUMANITY GREATER BOSTON | |||||||
| 240 COMMERCIAL STREET 4TH FLOOR | BOSTON | MA | 02109 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| HEADING HOME INC | |||||||
| 186 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 3 FAYETTE STREET | LOWELL | MA | 01852 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| INFINITE LOVE FOR KIDS | |||||||
| 781 MIDDLETOWN LINCROFT ROAD | MIDDLETOWN | NJ | 07748 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| INNERCITY WEIGHTLIFTING | |||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $50,000 |
| JAMES MCDONOUGH MEMORIAL FOUNDATION | |||||||
| 2001 MARINA DRIVE | QUINCY | MA | 02171 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| JEWISH COMMUNITY CENTER OF GREATER BOSTON | |||||||
| 333 NAHANTON STREET | NEWTON CENTER | MA | 02459 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $1,500 |
| JOHN F KENNEDY LIBRARY FOUNDATION | |||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| LIVEON NY (COUNCIL OF SENIOR CENTERS AND SERVICES NYC) | |||||||
| 49 WEST 45 STREET 7TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| LONGWOOD SYMPHONY ORCHESTRA | |||||||
| 320 WASHINGTON STREET SUITE 200 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| LOUISIANA KEY ACADEMY | |||||||
| 3172 GOVERNMENT STREET | BATON ROUGE | LA | 70806 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| MASSACHUSETTS FALLEN HEROES | |||||||
| 100 HALLET STREET | DORCHESTER | MA | 02124 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| MASSART FOUNDATION INC | |||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| MCCOURT FOUNDATION | |||||||
| 100 GRANDVIEW ROAD | BRAINTREE | MA | 02184 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $35,000 |
| MISSION HIRING HALL INC | |||||||
| 1048 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | |||||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION | |||||||
| 1905 E RANDOL MILL ROAD | ARLINGTON | TX | 76011 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $250,000 |
| NONTRADITIONAL EMPLOYMENT FOR WOMEN | |||||||
| 243 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $360,000 |
| NY HELMETS TO HARDHATS INC | |||||||
| 350 WEST 31 ST STE 700 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $1,500 |
| OLD COLONY YMCA | |||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| RED SOX FOUNDATION | |||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| RON BURTON TRAINING VILLAGE | |||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $300,000 |
| SAINT CECILIA PARISH | |||||||
| 18 BELVIDERE STREET | BOSTON | MA | 02115 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $250,000 |
| SEMPER FI & AMERICA'S FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $250,000 |
| SHED NYC INC | |||||||
| 545 W 30 ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $100,000 |
| SKILLS FOR CHICAGOLAND'S FUTURE | |||||||
| 191 N WACKER DRIVE STE 1150 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | |||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| SOUTH SHORE HOSPITAL | |||||||
| 55 FOGG ROAD | SOUTH WEYMOUTH | MA | 02190 | NONE | SO I | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| SOUTHCOAST HEALTH | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | NONE | SO I | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $7,500 |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | |||||||
| 300 FIRST AVENUE | BOSTON | MA | 02129 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| ST ANTHONY SHRINE | |||||||
| 100 ARCH STREET | BOSTON | MA | 02110 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | |||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| TBT BALLERS (BOCA BALLERS BASEBALL) | |||||||
| 3351 NW 2ND AVE | BOCA RATON | FL | 33431 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| THE 3POINT FOUNDATION | |||||||
| 1270 SOLDIERS FIELD RD | BRIGHTON | MA | 02135 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| THE CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH ST 6TH FLOOR | BOSTON | MA | 02110 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC | |||||||
| 2266 SECOND ST | FORT MYERS | FL | 33901 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $15,000 |
| THE GAVIN FOUNDATION INC | |||||||
| 675 EAST FOURTH STREET | SOUTH BOSTON | MA | 02127 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $100,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $3,543 |
| URBAN LEAGUE OF SPRINGFIELD INC | |||||||
| 1 FEDERAL STREET BUILDING 111-3 | SPRINGFIELD | MA | 01105 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| VERSE VIDEO EDUCATION | |||||||
| 207 FISHER AVE | BROOKLINE | MA | 02445 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| WORLD TRADE CENTER PERFORMING ARTS CENTER INC | |||||||
| ONE LIBERTY PLAZA 29TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $200,000 |
| YOUNG PEOPLE'S CHORUS OF NEW YORK CITY | |||||||
| 37 W 65TH STREET 2ND FLOOR | NEW YORK | NY | 10023 | NONE | PC | CHARITABLE DONATION FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,784,427 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F FISH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 ALLERTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,277,337 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX | CategoryTxt |
| Amt | $35,088 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,088 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $4,564 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |