THE FISH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FISH FAMILY FOUNDATION (EIN 04-6905753)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349103792
- Schema version
- 2024v5.5
- 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
- Amortization Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:49:45-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 992277914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG NEW ENGLAND LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 FEDERAL STREET SUITE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046905753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FISH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISH | BusinessNameControlTxt |
| Phone | 6174283775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 COMMONWEALTH AVENUE 16F | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE FISH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174283775 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,777,432 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,029 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $87,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,197 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$23,033 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $200,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,737 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $289,001 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $289,001 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,659 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,659 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,694 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,705 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,582 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,582 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $86,833 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $86,833 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $623,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $526,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,083,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,083,747 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,707,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,610,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,507,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $251,523 | CashBOYAmt |
| Cash EOY | $121,379 | CashEOYAmt |
| Cash EOYFMV | $121,379 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,045,439 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $810,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $810,808 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,008,642 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,008,642 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $363,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $494,603 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,607,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,165,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,165,135 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,146 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $620 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $1,506,710 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,671,468 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,671,468 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,270,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,777,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,777,432 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,270,447 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,777,432 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,270,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,270,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,777,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,270,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,507,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,050 | OtherIncreasesAmt |
| Subtotal | $4,777,432 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $20,036 | $29,590 | -$9,554 | -$9,554 | |||
| JETCOOL TECHNOLOGIES INC | $421,737 | $344,623 | $77,114 | $77,114 | P | 2022-10-04 | 2024-11-15 |
| FROM ACACIA CONSERVATION FUND LP K-1 | -$506 | -$506 | |||||
| FROM KIG INVESTMENT PARTNERSHIP LP K-1 | $218,268 | $218,268 | |||||
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 | $124 | $124 | |||||
| FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES K-1 | -$6,762 | -$6,762 | |||||
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | -$65,487 | -$65,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,759 | 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 | $31,759 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,614 | OverpaymentAmt |
| Applied To ES Tax | $28,614 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEN ROCCHI | IndividualWithBooksNm |
| Phone | 6174283775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 COMMONWEALTH AVE STE 16F | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE K FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ATSUKO TOKO FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| EDWARD TAKEZO FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THALEIA SCHLESINGER | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EMILY FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NINA FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEAH FISH | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER ROCCHI | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | DIRECTOR OF ADMINIST | 40.00 | $127,039 | $0 | $0 |
| KOZUE SAWAME | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | DIRECTOR OF JAPAN PR | 40.00 | $103,923 | $1,077 | $0 |
| AYAKA UEIKE | ||||||||
| 2 COMMONWEALTH AVE STE 16F | BOSTON | MA | 02116 | BOSTON PROGRAM MANAG | 40.00 | $58,039 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFICIO CAPITAL PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GATEWAY CTR STE 601 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $84,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS INVOLVED WITH THE JAPANESE WOMEN'SLEADERSHIP INITIATIVE PROGRAM WHICH BRINGS WOMEN FROM JAPANTO BOSTON TO RECEIVE FOUR WEEKS OF DIRECT EXPERIENCE ANDTRAINING IN NONPROFIT MANAGEMENT AND LEADERSHIP DEVELOPMENTIN AREAS OF IMPORTANCE TO WOMEN AND JAPANESE SOCIETY. | Description1Txt |
| Expenses1 | $241,557 | 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 | $742,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,102,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,680,411 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,526,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,526,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,443,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,145 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $226 | IncomeTaxAmt |
| Total Tax | $3,371 | TotalTaxAmt |
| Distributable Before Adj | $268,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,610,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,610,641 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,983,436 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,389,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,244,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,621,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,527,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,766,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,610,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,341,856 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,108,787 | 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 | $1,983,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,125,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,389,367 | ExcessFromYear4Amt |
| Excess From Year3 | $3,244,922 | ExcessFromYear3Amt |
| Excess From Year2 | $2,621,510 | ExcessFromYear2Amt |
| Excess From Year1 | $1,527,696 | ExcessFromYear1Amt |
| Excess From Current Year | $1,341,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE K FISH | ContributingManagerNm |
| Contributing Manager | ATSUKO TOKO FISH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | N/A | PC | PROGRAM SUPPORT | $8,747 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 300 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $1,050,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER STREET | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,083,747 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,273 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,818 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,651 | 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 | DOW CHEMICAL COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 HH DOW WAY | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $23,388 | Amt |
| Net Investment Income | $11,694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,694 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | GRANTMAKING SOFTWARE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2021-10-15 | AcquiredCompletedOrExpendedDt |
| Amortized | $7,438 | AmortizedAmt |
| Deduction For Prior Years | $6,818 | DeductionForPriorYearsAmt |
| Amortization Period | 36.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $620 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $7,438 | TotalAmortizationAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,008,642 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,008,642 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROCKEFELLER ALT. STRATEGIES FUND | FMV | $8,172 | $8,172 |
| THE SPRUCE HOUSE PARTNERSHIP | FMV | $444,789 | $444,789 |
| ACACIA CONSERVATION FUND, L.P. | FMV | $593,973 | $593,973 |
| ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP | FMV | $18,201 | $18,201 |
| CONVERTIBLE PROMISSORY NOTE SERIES 2023A | FMV | $100,000 | $100,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $963 | $963 | $0 | $0 |
| OFFICE EQUIPMENT | $1,000 | $1,000 | $0 | $0 |
| IPADS | $3,430 | $3,430 | $0 | $0 |
| COPIER | $1,679 | $1,679 | $0 | $0 |
| IPAD | $636 | $636 | $0 | $0 |
| GRANTMAKING SOFTWARE | $7,438 | $7,438 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSV OF LIFE INSURANCE POLICY | $1,506,710 | $1,533,468 | $1,533,468 |
| ARTWORK | $138,000 | $138,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $15,176 | $0 | $15,176 |
| OFFICE SUPPLIES & EXPENSES | $9,609 | $0 | $9,609 |
| JWLI AND OTHER PROGRAM EXPENSES | $11,128 | $0 | $11,128 |
| STATE FILING FEES | $125 | $0 | $125 |
| DUES & SUBSCRIPTIONS | $1,725 | $0 | $1,725 |
| IT SUPPLIES & EXPENSES | $1,459 | $0 | $1,459 |
| TELEPHONE & INTERNET | $198 | $0 | $198 |
| BANK TRANSACTION FEES | $40 | $40 | $0 |
| AMORTIZATION | $620 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| FROM ACACIA CONSERVATION FUND, LP K-1 | -$4,521 |
| FROM KIG INVESTMENT PARTNERSHIP LP K-1 | -$8,114 |
| FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES K-1 | -$5,100 |
| FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 | -$17 |
| FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 | -$5,281 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $11,919 |
| MADOFF SETTLEMENT FUNDS | $2,131 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTING | $6,128 | $0 | $6,128 |
| INVESTMENT ADVISOR AND OTHER FEES | $84,750 | $84,750 | $0 |
| PAYROLL PROCESSING FEES | $3,389 | $0 | $3,389 |
| PROGRAM CONSULTING | $38,188 | $0 | $38,188 |