Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 12-01-2013 , and ending 11-30-2014
Name of foundation
J T & C B FISH FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 927   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Logan, WV25601
A Employer identification number

55-6017410
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,292,176
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 33,555 33,555 33,555
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,013
b Gross sales price for all assets on line 6a 217,846
7 Capital gain net income (from Part IV, line 2)... 30,013
8 Net short-term capital gain......... 1,423
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 63,568 63,568 34,978
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,711      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,711 0   0
25 Contributions, gifts, grants paid........ 43,017 0
26 Total expenses and disbursements. Add lines 24 and 25 59,728 0   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,840
b Net investment income (if negative, enter -0-) 63,568
c Adjusted net income (if negative, enter -0-)... 34,978
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 166,621 113,694 113,694
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 5,921 5,921 5,921
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 658,229 Click to see attachment781,570 1,079,732
b Investments—corporate stock (attach schedule)........ 174,701 Click to see attachment82,246 92,829
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 106,471 Click to see attachment106,471  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,111,943 1,089,902 1,292,176
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue.................. 138,941 115,747
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 138,941 115,747
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 364,870 364,870
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 608,132 609,285
30 Total net assets or fund balances (see page 17 of the
instructions).................... 973,002 974,155
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,111,943 1,089,902
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 973,002
2 Enter amount from Part I, line 27a..................... 2 3,840
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 976,842
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,687
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 974,155
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 29 SH CATERPILLAR P 2013-01-02 2014-04-03
b 163SH AMERICAN ELECTRIC P 2013-01-17 2014-03-11
c 280SH HONDA MOTOR CO P 2013-01-17 2014-10-02
d 85SH WASTE MANAGEMENT P 2007-01-23 2014-10-29
e 528SH PEOPLES UNITED FINANCIAL P 2013-02-05 2014-10-28
66SH TARGET P 2012-03-09 2014-02-26
47SH TARGET CORP P 2012-03-09 2014-05-05
13655SH DE PONT NEMORES P 2009-03-10 2014-06-27
50000 GECC BOND P 2009-03-27 2014-06-04
50000 BOND ALL STATE P 2009-03-27 2014-08-15
43SH UNITED HEALTHCARE GROUP IN P 2013-04-05 2014-10-28
116SH UNITEDHEALTH GROUP P 2013-04-05 2014-11-07
65SH CATERPILLAR P 2013-04-22 2014-04-03
42SH TIME INSURANCE P 2011-05-13 2014-07-15
128ST AT&T P 2010-06-17 2014-05-20
92SH QUALCOMM INC P 2012-06-27 2014-11-06
16SH AT&T P 2009-07-08 2014-05-20
571SH PHIZER INC P 2012-07-31 2014-07-30
164SH INTERNATIONAL PAPER P 2011-08-05 2014-09-11
7587SH VERITV CORP P 2012-08-20 2014-07-15
125SH HALYARD HEALTH P 2013-08-22 2014-10-31
73001SH CDK GLOBAL INC P 2010-09-09 2014-10-23
64SH PFIZER INC P 2013-09-10 2014-07-30
105SH TARGET CORP P 2012-11-05 2014-05-05
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,958   2,728 230
b 7,940   5,807 2,133
c 8,888   10,648 -1,760
d 4,007   3,193 814
e 7,473   7,002 471
3,983   3,798 185
2,838   2,705 133
8,832   4,018 4,814
50,000   48,824 1,176
50,000   46,382 3,618
3,903   2,674 1,229
12,057   8,013 4,044
6,630   5,255 1,375
1,051   464 587
4,576   3,242 1,334
6,766   5,063 1,703
572   376 196
16,702   13,548 3,154
8,203   4,325 3,878
289   136 153
5   3 2
1,961   1,144 817
1,872   1,824 48
6,340   6,661 -321
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 30,013
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 1,423
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 0
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,271
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,271
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,271
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
     
    No
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbullet  
    14
    The books are in care ofbulletVALLET TAX ACCOUNTING SERVICE AC Telephone no.bullet (304) 752-1272
    Located atbullet401 COLE STREETLoganWV ZIP+4bullet25601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    FRANCES TOMPKINS DIRECTOR
    5.00
    0 0 0
    205 E 78TH STREET
    New York,NY10021
    JACQUELYN FISH DIRECTOR
    5.00
    0 0 0
    220 MADISON AVENUE APT 9C
    New York,NY10016
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 DIRECT GIFTS TO OTHER CHARITIES 43,017
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 MORGAN STANLEY STOCK FUND 781,570
    2 MORGAN STANLY BOND FUNDS 82,246
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 106,471
    Total. Add lines 1 through 3.........................bullet970,287
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    45,093
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,271
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,271
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    43,822
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    43,822
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    43,822
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 43,822
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 970,287
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 43,822
    e Remaining amount distributed out of corpus 926,465
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 926,465
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    926,465
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 926,465
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JACQUELYN FISH
    220 MADISON AVE APT 9C
    New York,NY10016
    (304) 752-1272
    bThe form in which applications should be submitted and information and materials they should include:
    NO REQUIREMENTS ON FORM OR AMOUNTS OF REQUESTS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CENTER FOR GROUP STUDIES
    1841 BROADWAY SUITE 1118
    New York,NY10023
    NONE   UNRESTRICTED 500
    AABGU OF THE NEGAV
    1001 AVENUE OF THE AMERICAS
    New York,NY10018
    NONE   UNRESTRICTED 500
    AMERICAN SOCIETY FOR YAD VASHE
    500 FIFTH AVENUE
    New York,NY10110
    NONE   UNRESTRICTED 36
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVENUE
    Chicago,IL60601
    NONE   UNRESTRICTED 72
    CENTRAL SYNAGOGOE
    123 EAST 55TH STREET
    New York,NY10022
    NON   UNRESTRICTED 2,555
    BIKE MS NY CITY
    CHAPTER 733 THIRD AVENUE
    New York,NY10017
    NONE   UNRESTRICTED 100
    AJC
    5738 FORBES AVENUE
    Pittsburgh,PA15217
    NONE   UNRESTRICTED 1,396
    AMERICAN JEWISH HISTORICAL SOC
    15 WEST 16TH ST
    New York,NY10011
    NONE   UNRESTRICTED 268
    BIRTHRIGHT ISRAEL
    33 EAST 33RD STREET 7TH FLOOR
    New York,NY10016
    NONE   UNRESTRICTED 100
    ANTI-DEFIMATION LEAGUE
    605 THIRD AVENUE
    New York,NY10158
    NONE   UNRESTRICTED 109
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    New York,NY10018
    NONE   UNRESTRICTED 54
    AMERICAN LUNG ASSOCIATION
    1300 PENNSYLVANIA AVENUE
    Washington,DC20004
    NONE   UNRESTRICTED 36
    AMFAR
    120 WALL STREET
    New York,NY10005
    NONE   UNRESTRICTED 18
    CENTER FOR REPRODUCTIVE SERVICES
    711 THIRD AVENUE
    New York,NY10017
    NONE   UNRESTRICTED 18
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    Dallas,TX75231
    NONE   UNRESTRICTED 18
    BBYO
    2020 K STREET NW
    Washington,DC20006
    NONE   UNRESTRICTED 18
    BNAI BRITH INTERNATIONAL
    2020 K ST NW
    Washington,DC20006
    NONE   UNRESTRICTED 54
    AMERICAN FRIENDS OF MAGEN DAVID
    2001 S STREET
    New York,NY10001
    NONE   UNRESTRICTED 200
    CENTER FOR JEWISH HISTORY
    16 W 16TH ST
    New York,NY10011
    NONE   UNRESTRICTED 225
    CITY MEALS ON WHEELS
    355 LEXINGTON AVENUE
    New York,NY10017
    NONE   UNRESTRICTED 51
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    Bethesda,MD20814
    NONE   UNRESTRICTED 100
    AVON WALK FOR BREAST CANCER
    777 THIRD AVENUE
    New York,NY10017
    NONE   UNRESTRICTED 300
    AMERICAN RESPONSIBLE FOR
    33 EAST 33RD ST 7TH FLOOR
    New York,NY10116
    NONE   UNRESTRICTED 50
    BNAI SHALOM SISTERHOOD
    300 PLEASANT VALLEY WAY
    West Orange,NJ07052
    NONE   UNRESTRICTED 400
    BNAI SHALOM CONGREGATION
    300 PLEASANT VALLEY WAY
    West Orange,NJ07052
    NONE   UNRESTRICTED 225
    FINCH COLLEGE ALUMNAE ASSOCIAT
    BOX 485 954 LEXINGTON AVENUE
    New York,NY10021
    NONE   UNRESTRICTED 810
    FRIENDS OF 92ND ST Y
    1395 LEXINGTON AVENUE
    New York,NY10128
    NONE   UNRESTRICTED 100
    FRIENDS OF THE HIGHLINE
    529 WEST 207TH ST SUITE 8W
    New York,NY10011
    NONE   UNRESTRICTED 18
    ACTORS TEMPLE BENEFIT
    339 WEST 47TH STRET
    New York,NY10036
    NONE   UNRESTRICTED 300
    DOCTORS WITHOUT BORDERS
    333 7TH AVE
    New York,NY10001
    NONE   UNRESTRICTED 75
    FCAAFT
    9440 PHILIPS HIGHWAY SUITE 14
    Jacksonville,FL32256
    NONE   UNRESTRICTED 2,630
    EASTER SEALS
    830 S ADDISON AVENUE
    Villa Park,IL60181
    NONE   UNRESTRICTED 18
    ELDRIDGE STREET MUSEUM
    12 ELDRIDGE STREET
    New York,NY10011
    NONE   UNRESTRICTED 18
    DOROT FOUNDATION
    339 WEST 47ST
    New York,NY10036
    NONE   UNRESTRICTED 54
    JUSTICE GUILD HEALTHCAR
    15W 65TH
    New York,NY10023
    NONE   UNRESTRICTED 1,500
    JDC
    42 EAST 69TH ST
    New York,NY10017
    NONE   UNRESTRICTED 40
    JEWISH NATIONAL FUND
    42 EAST 69TH ST
    New York,NY10027
    NONE   UNRESTRICTED 36
    KABALLAH CENTRE
    2001 S STREET
    Washington,DC20004
    NONE   UNRESTRICTED 1,185
    JEWISH FOUNDATION FOR THE RIGH
    305 7TH AVENUE
    New York,NY10001
    NONE   UNRESTRICTED 100
    JDP
    711 THIRD AVENUE
    New York,NY10017
    NONE   UNRESTRICTED 500
    HADDASSAH SHARON GROUP
    50 WEST 58TH STREET
    New York,NY10019
    NONE   UNRESTRICTED 750
    JDRF
    26 BROADWAY 14TH FLOOR
    New York,NY10004
    NONE   UNRESTRICTED 100
    HIAS
    333 SEVETH AVE 16 TH FLOOR
    New York,NY10001
    NONE   UNRESTRICTED 18
    KABBALAH STUDIES CENTER
    2001 S STREET
    Washington,DC20004
    NONE   UNRESTRICTED 220
    KABBALAH UNIVERSITY
    PENNSYLVANIA AVENUE
    Washington,DC20006
    NONE   UNRESTRICTED 168
    KABBALAH CENTER INTERNATIONAL
    PENNSYLVANIA AVENUE
    Washington,DC20006
    NONE   UNRESTRICTED 450
    GEORGE WASHINGTONMT VERNON FO
    P O BOX 110
    Mount Vernon,VA22121
    NONE   UNRESTRICTED 39
    HEBREW FREE BURIAL ASSOCIATION
    42 EAST 69TH ST
    New York,NY10021
    NONE   UNRESTRICTED 72
    GODS LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    New York,NY10013
    NONE   UNRESTRICTED 35
    MACULAR DEGENERATION FOUNDATION
    333 7TH AVENUE
    New York,NY10001
    NONE   UNRESTRICTED 18
    HAI
    35 SEVENTH AVE
    New York,NY10001
    NONE   UNRESTRICTED 48
    KAUFFMAN CENTER MEMORIAL
    1601 BROADWAY
    Kansas City,MO64108
    NONE   UNRESTRICTED 406
    MET COUNCIL FOR JEWISH POVERTY
    120 BROADWAY 7TH FLOOR
    New York,NY10027
    NONE   UNRESTRICTED 54
    NARAL PRO CHOICE NY
    120 BROADWAY 7TH FLOOR
    New York,NY10027
    NONE   UNRESTRICTED 54
    MARYMOUNT SCHOOL BENEFIT FUND
    1026 FIFTH AVENUE
    New York,NY10028
    NONE   UNRESTRICTED 300
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    Denver,CO80206
    NONE   UNRESTRICTED 54
    MUSEUM AT THE WORLD TRADE
    BROADWAY AND NASSAU STREET
    New York,NY10021
    NONE   UNRESTRICTED 18
    LINCOLN CENTER
    70 LINCOLN CENTER PLAZA
    New York,NY10023
    NONE   UNRESTRICTED 250
    METROPOLITAN MUSEUM
    1000 FIFTH AVENUE
    New York,NY10028
    NONE   UNRESTRICTED 550
    NY RESTORATION PROJECT
    254 WEST 31 ST 10TH FLOOR
    New York,NY10001
    NONE   UNRESTRICTED 35
    LIGHTHOUSE GUILD
    111 E 59TH STREET
    New York,NY10022
    NONE   UNRESTRICTED 2,725
    MAKE A WISH FOUNDATION
    1031 QUARRIER STREET SUITE 401
    Charleston,WV25301
    NONE   UNRESTRICTED 35
    MACCABI USA
    1001 AVENUE OF THE AMERICAS
    New York,NY10021
    NONE   UNRESTRICTED 18
    NY BOTANICAL GARDEN
    2900 SOUTHERN BOULVEVARD
    Bronx,NY10458
    NONE   UNRESTRICTED 600
    OCEAN CONSERVANCY
    254 WEST 31ST ST
    New York,NY10001
    NONE   UNRESTRICTED 25
    92ND STREET Y
    1395 LEXINGTON AVENUE
    New York,NY10121
    NONE   UNRESTRICTED 700
    THE BALDWIN SCHOOL
    701 MONTGOMERY AVE
    Bryn Mawr,PA19010
    NONE   UNRESTRICTED 1,000
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PARK
    New York,NY10021
    NONE   UNRESTRICTED 54
    MUSICALS TONIGHT
    1001 AVENUE OF THE AMERICAS
    New York,NY10021
    NONE   UNRESTRICTED 350
    TEMPLE BNAI SHALOM
    7612 OLD OX ROAD
    Lorton,VA22079
    NONE   UNRESTRICTED 1,000
    NATIONAL WILDLIFE FEDERATION
    P O BOX 1583
    Merrifield,VA22116
    NONE   UNRESTRICTED 18
    TEMPLE EMMANUEL
    1101 SPRINGDALE ROAD
    Cherry Hill,NJ08003
    NONE   UNRESTRICTED 100
    NY COMMON PANTRY
    8 E 109TH ST
    New York,NY10021
    NONE   UNRESTRICTED 600
    NATIONAL OSTEOPOROSIS FOUNDATI
    1150 17TH STREET
    Washington,DC20030
    NONE   UNRESTRICTED 28
    THE JEWISH MUSEUM
    1109 5TH AVENUE
    New York,NY10128
    NONE   UNRESTRICTED 1,000
    MAZON
    1001 AVENUE OF THE AMERICAS
    New York,NY10021
    NONE   UNRESTRICTED 36
    STANLEY ISAACS CENTER
    415 E 93RD STREET
    New York,NY10128
    NONE   UNRESTRICTED 50
    PARK AVENUE SYNAGOGUE
    50 EAST 87TH STREET
    New York,NY10128
    NONE   UNRESTRICTED 5,034
    SHARON HADASSAH
    486 BARROW PARK COURT
    San Jose,CA95130
    NONE   UNRESTRICTED 500
    UNIVERSITY OF PA DONATION
    34TH AND SPRUCE STREET
    Philadelphia,PA19104
    NONE   UNRESTRICTED 100
    WILW 21
    825 EIGHTH AVENUE
    New York,NY10019
    NONE   UNRESTRICTED 10
    SOUTHHAMPTON FRESH AIR
    633 THIRD AVENUE
    New York,NY10017
    NONE   UNRESTRICTED 5,800
    WCS DONOR CONTRIBUTION
    2300 SOUTHERN BOULEVARD
    Bronx,NY10460
    NONE   UNRESTRICTED 1,500
    WOUNDED WARRIOR PROJECT
    1899 BELFONT ROAD SUITE 300
    Jacksonville,FL32256
    NONE   UNRESTRICTED 25
    UNICEF
    2700 NORTH TAMIAMI TRAIL
    Sarasota,FL34234
    NONE   UNRESTRICTED 50
    SHRINERS HOSPITAL FOR CHILDREN
    2211 NORTH OAKPARK AVENUE
    Elmwood Park,IL60707
    NONE   UNRESTRICTED 51
    SOUTHHAMPTON HISTORICAL SOCIET
    26315 HERITAGE LANE
    CORTLAND,WA98001
    NONE   UNRESTRICTED 1,550
    THIRTEEN
    825 EIGHTH AVENUE
    New York,NY10105
    NONE   UNRESTRICTED 10
    200 EAST 78TH ASSOCIATION
    200 EAST 79TH ST
    New York,NY10021
    NONE   UNRESTRICTED 100
    THE TOWN HALL
    123 WEST 43RD ST
    New York,NY10036
    NONE   UNRESTRICTED 1,270
    THE BOWERY MISSION
    132 MADISON AVENUE
    New York,NY10016
    NONE   UNRESTRICTED 50
    VFW
    245 W HOUSTON STREET
    New York,NY10013
    NONE   UNRESTRICTED 54
    USO
    P O BOX 96322
    Washington,DC20090
    NONE   UNRESTRICTED 15
    WORLD WILDLIFE IND
    1250 24TH ST NW
    Washington,DC20037
    NONE   UNRESTRICTED 43
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE
    New York,NY10022
    NONE   UNRESTRICTED 90
    Total .................................bullet 3a 43,017
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
      11,902 14    
    4 Dividends and interest from securities....   21,653 14    
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 33,555    
    13Total. Add line 12, columns (b), (d), and (e)..................
    1333,555
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    J T & C B FISH FOUNDATION INC
    EIN: 55-6017410
    Category Amount
    STATE OF ISRAEL BONDS 106,471

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    J T & C B FISH FOUNDATION INC
    EIN: 55-6017410
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY 82,246 92,829

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    J T & C B FISH FOUNDATION INC
    EIN: 55-6017410
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    601,128
    State & Local Government Securities - End of Year Fair Market Value:


    895,695


    TY 2013 InvestmentsOtherSchedule2
    Name:
    J T & C B FISH FOUNDATION INC
    EIN: 55-6017410
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STATE OF ISRAEL BONDS   106,471 0

    TY 2013 OtherDecreasesSchedule
    Name:
    J T & C B FISH FOUNDATION INC
    EIN: 55-6017410
    Description Amount
    EXCISE TAXES 1,315
    NON DEDUCTIBLE EXPENSES 1,372


    TY 2013 OtherExpensesSchedule
    Name:
    J T & C B FISH FOUNDATION INC
    EIN: 55-6017410
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEES 16,711 0 0 0