2024-11-01T11:36:56-05:00 2023-12-31 042629080 CARAS & SHULMAN PC 78 BLANCHARD RD STE 306 BURLINGTON MA 01803 990 2023-01-01 251499499 THE FAMILY FIRM INSTITUTE INC C/O GREEN ASSOCIATES FAMI 6174823045 101 FEDERAL STREET STE 1900 BOSTON MA 02110 JUDY GREEN PRESIDENT 6174823045 2024-10-28 1 0 CARAS SHULMAN PC P00284701 7812733950 2024-10-28 2023 2024-10-15 13:58:12Z X DEBBIE BING 31 ST JAMES AVE SUITE 802 BOSTON MA 02116 1498267 0 X WWW.FFI.ORG X 1984 MA SEE DESCRIPTION ON PAGE 2, PART III 15 0 0 0 0 0 0 0 1488795 1484087 0 14180 0 0 1488795 1498267 0 0 0 0 0 0 0 0 0 1353883 1565429 1353883 1565429 134912 -67162 635276 603223 256054 291163 379222 312060 THE ORGANIZATION WAS FORMED TO PROMOTE THE SKILLS AND KNOWLEDGE OF THOSE PROFESSIONALS AND ACADEMICS WHO HELP FAMILY FIRMS FUNCTION MORE EFFECTIVELY. 0 0 226787 461449 THE ORGANIZATION ALSO DISSEMINATES PROFESSIONAL PUBLICATIONS, MEMBER DIRECTORIES, NEWSLETTERS, AND OTHER PRINTED MATERIALS RELATING TO FAMILY BUSINESSES TO THE MEMBERS. 315426 503613 ANNUAL CONFERENCES ARE CONDUCTED TO STIMULATE ACADEMIC RESEARCH IN THE FIELD OF FAMILY BUSINESS AND PROVIDE EDUCATIONAL OPPORTUNITIES TO MEMBERS. THERE ARE ALSO ONLINE COURSES THAT HAVE BEEN DEVELOPED TO EXTEND ADDITIONAL EDUCATIONAL SERVICES TO MEMBERS WORLDWIDE. 542213 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 18 0 0 0 0 0 0 0 0 0 0 0 0 X 15 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X JUDY GREEN 6174823045 101 FEDERAL STREET STE 1900 BOSTON MA 02110 X JUDY L GREEN PRESIDENT 40.00 X X 0 0 0 DEBBIE BING CHAIR 0.50 X X 0 0 0 SANDRA MCNEELY TREASURER 0.50 X X 0 0 0 KENNETH MCCRACKEN DIRECTOR 0.50 X 0 0 0 JEFF COBB DIRECTOR 0.50 X 0 0 0 HEINZ-PETER ELSTRODT DIRECTOR 0.50 X 0 0 0 PANIKKOS POUTZIOURIS DIRECTOR 0.50 X 0 0 0 DAN FROSH SECRETARY 0.50 X X 0 0 0 MAYA PRABHU VICE CHAIR 0.50 X X 0 0 0 MICHAEL CONNOLLY COUNSEL 0.50 X X 0 0 0 PATRICIA ANGUS DIRECTOR 0.50 X 0 0 0 RICHA ARORA DIRECTOR 0.50 X 0 0 0 SANJAY SHARMA DIRECTOR 0.50 X 0 0 0 JEREMY CHENG DIRECTOR 0.50 X 0 0 0 HELENA VON DER ESCH DIRECTOR 0.50 X 0 0 0 BILA ZEIN DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 GREEN ASSOCIATES LLC 101 FEDERAL STREET STE 1900 BOSTON MA 02110 MANAGEMENT SERVICES 661909 1 CONFERENCES 541610 503613 503613 MEMBERSHIP DUES 541610 477380 477380 OTHER 541610 410650 410650 JOURNAL ROYALTIES 541610 50799 50799 CONTRIBUTED SERVICES 541610 20268 20268 21377 21377 1484087 14180 14180 1498267 965062 0 533205 661909 661909 132454 132454 54768 54768 35469 14713 20756 6498 6498 16014 5082 10932 294210 294210 11556 11556 13704 13704 PRINTING & PUBLICATIONS 127075 127075 GLOBAL EDUCATION NETWOR 66166 66166 BOARD EXPENSES REIMBURS 47560 47560 BANK & CREDIT CARD CHAR 43774 43774 54272 23411 30861 1565429 542213 1023216 0 467731 432890 108285 103171 13205 36663 46055 30499 635276 603223 83677 70152 172377 204312 0 16699 256054 291163 X 316592 259957 62630 52103 379222 312060 635276 603223 -67162 0 X X 0 1 X 1 0 X 513870 457347 432753 491210 518898 2414078 948500 848468 711641 996535 965062 4470206 1462370 1305815 1144394 1487745 1483960 6884284 0 0 0 6884284 14180 14180 14180 14180 3416 1000 1050 127 5593 1465786 1305815 1145394 1488795 1498267 6904057 0.99710 0.99770 0.00210 X 26473 26473 26473 26473 26473 26473 26473 26473 26473 26473 0 0 0 0 COPYRIGHTS 12000 GEN DEVELOPMENT 8499 CONTRIBUTIONS RECEIVABLE, NONCURRENT 10000 30499 ACCRUED EXPENSES 16699 16699 X 1498267 0 1498267 0 1498267 1565429 0 1565429 0 1565429 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR EDUCATIONAL PURPOSES. 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