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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
THE FISH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)75 STATE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6905753
B Telephone number (see instructions)

(617) 428-3775
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,903,361J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 10,325
2 Check bullet.............
3 Interest on savings and temporary cash investments 93,200 93,200  
4 Dividends and interest from securities... 87,521 87,521  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,207,346
b Gross sales price for all assets on line 6a 2,207,346
7 Capital gain net income (from Part IV, line 2)... 2,207,346
8 Net short-term capital gain.........  
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)....... Click to see attachment 29,523 29,523  
12 Total. Add lines 1 through 11........ 2,427,915 2,417,590  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,000 0   2,000
14 Other employee salaries and wages...... 362,643 23,572   339,071
15 Pension plans, employee benefits....... 5,841 587   5,254
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,650 2,330   9,320
c Other professional fees (attach schedule).... Click to see attachment 17,226 2,551   14,675
17 Interest............... 60,403 60,403   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 80,063 7,290   26,080
19 Depreciation (attach schedule) and depletion... Click to see attachment 463 0  
20 Occupancy.............. 97,618 0   97,618
21 Travel, conferences, and meetings....... 8,821 0   8,821
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 396,026 161,730   234,296
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,042,754 258,463   737,135
25 Contributions, gifts, grants paid....... 1,968,515 1,968,515
26 Total expenses and disbursements. Add lines 24 and 25 3,011,269 258,463   2,705,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -583,354
b Net investment income (if negative, enter -0-) 2,159,127
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 640,374 79,344 79,344
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).....      
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)      
b Investments—corporate stock (attach schedule)....... 3,349,163 Click to see attachment3,874,687 4,690,479
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).......... 7,535,166 Click to see attachment6,997,787 7,583,347
14 Land, buildings, and equipment: basis bullet7,708
Less: accumulated depreciation (attach schedule) bullet7,546 625 Click to see attachment162 162
15 Other assets (describe bullet) Click to see attachment1,550,029 Click to see attachment1,550,029 Click to see attachment1,550,029
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,075,357 12,502,009 13,903,361
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,300 Click to see attachment11,306
23 Total liabilities (add lines 17 through 22)......... 1,300 11,306
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 13,074,057 12,490,703
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 13,074,057 12,490,703
31 Total liabilities and net assets/fund balances (see instructions). 13,075,357 12,502,009
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
13,074,057
2
Enter amount from Part I, line 27a .....................
2
-583,354
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,490,703
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
12,490,703
Form 990-PF (2018)
Form 990-PF (2018)
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 CAPITAL GAINS PER K-1S P   2019-06-30
b GAIN ON INVESTMENTS P   2019-06-30
c GAIN ON DISPOSITION OF NEWTYN P   2019-06-30
d CAPITAL GAINS PER MORGANSTANLEY AUGUST STATEMENT P   2018-08-31
e CAPITAL GAINS PER MORGANSTANLEY P   2019-06-30
ROCKEFELLER K-1 UBIT P   2019-06-30
(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 1,239,117     1,239,117
b 887,344     887,344
c 4,357     4,357
d 45,813     45,813
e 19,861     19,861
10,854     10,854
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       1,239,117
b       887,344
c       4,357
d       45,813
e       19,861
      10,854
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 2,207,346
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  
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 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))
2017 1,717,141 16,040,508 0.107050
2016 1,789,452 13,339,434 0.134148
2015 1,956,479 13,345,895 0.146598
2014 1,564,001 13,640,454 0.114659
2013 1,331,409 13,829,994 0.096270
2
Total of line 1, column (d) .....................
2
0.598725
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.119745
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
12,505,136
5
Multiply line 4 by line 3......................
5
1,497,428
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
21,591
7
Add lines 5 and 6........................
7
1,519,019
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,705,650
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 21,591
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 21,591
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 21,591
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 24,080
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,679
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet9,679 RefundedBullet 11 0
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 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
    Yes
     
    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
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    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
    Yes
     
    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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTREF BORDEN Telephone no.bullet (617) 428-3775

    Located atbulletTHE FISH FAMILY FOUNDATION - 75STATE STREETBOSTONMA ZIP+4bullet02109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 instructions ........
    1b
     
    No
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    LAWRENCE K FISH TRUSTEE
    2.00     		0 0 0
    C/O FISH FAMILY FDN- 75 STATE
    STREET
    BOSTON,MA02109
    ATSUKO TOKO FISH TRUSTEE
    2.00     		0 0 0
    C/O FISH FAMILY FDN- 75 STATE
    STREET
    BOSTON,MA02109
    EDWARD TAKEZO FISH TRUSTEE
    1.50     		0 0 0
    C/O FISH FAMILY FDN- 75 STATE
    STREET
    BOSTON,MA02109
    THALEIA SCHLESINGER TRUSTEE
    2.00     		2,000 0 0
    C/O FISH FAMILY FDN- 75 STATE
    STREET
    BOSTON,MA02109
    EMILY FISH TRUSTEE
    2.00     		0 0 0
    C/O FISH FAMILY FDN- 75 STATE
    STREET
    BOSTON,MA02109
    NINA FISH TRUSTEE
    2.00     		0 0 0
    C/O FISH FAMILY FDN- 75 STATE
    STREET
    BOSTON,MA02109
    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
    ALICE BORDEN EXEC DIRECTOR
    40.00     		196,306 0 0
    C/O FISH FAMILY FDN 75 STATE ST
    BOSTON,MA02109
    KOZUE SAWAME PROGRAM MANAGER
    40.00     		62,905 0 0
    C/O FISH FAMILY FDN 75 STATE ST
    BOSTON,MA02109
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 THE FOUNDATION IS INVOLVED IN THE PROJECT CITIZENSHIP PROGRAM THAT HELPS ELIGIBLE LEGAL PERMANENT RESIDENTS OVERCOME BARRIERS TO NATURALIZATION. THIS PROGRAM WAS CREATED BY THE FISH FAMILY FOUNDATION AND MIRA COALITION IN PARTNERSHIP WITH SIX OTHER IMMIGRANT, COMMUNITY-BASED, AND DIRECT SERVICE ORGANIZATIONS TO INCREASE NATURALIZATION RATES IN THE STATE. 0
    2 THE FOUNDATION IS INVOLVED WITH THE JAPANESE WOMEN'S LEADERSHIP INITIATIVE PROGRAM WHICH BRINGS WOMEN FROM JAPAN TO BOSTON TO RECEIVE FOUR WEEKS OF DIRECT EXPERIENCE AND TRAINING IN NONPROFIT MANAGEMENT AND LEADERSHIP DEVELOPMENT IN AREAS OF IMPORTANCE TO WOMEN AND JAPANESE SOCIETY. 194,612
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    4,302,615
    b
    Average of monthly cash balances.......................
    1b
    809,608
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,583,347
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,695,570
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,695,570
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    190,434
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,505,136
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    625,257
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    625,257
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    21,591
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    2,085
    c
    Add lines 2a and 2b............................
    2c
    23,676
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    601,581
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    601,581
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    601,581
    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
    2,705,650
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    2,705,650
    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
    21,591
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,684,059
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 601,581
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 538,731
    c From 2015...... 1,295,504
    d From 2016...... 1,133,779
    e From 2017...... 939,987
    fTotal of lines 3a through e........ 3,908,001
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,705,650
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 601,581
    e Remaining amount distributed out of corpus 2,104,069
    5 Excess distributions carryover applied to 2018. 0 0
    (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 6,012,070
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		6,012,070
    10 Analysis of line 9:
    a Excess from 2014.... 538,731
    b Excess from 2015.... 1,295,504
    c Excess from 2016.... 1,133,779
    d Excess from 2017.... 939,987
    e Excess from 2018.... 2,104,069
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    LAWRENCE K FISH
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    ACLU FOUNDATION OF MASSACHUSETTS
    211 CONGRESS STREET
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 1,250
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    178 TREMONT ST
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY PUBLIC/ SOCIAL BENEFIT 40,500
    ADOLESCENT CONSULATATION SERVICES INC
    189 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 5,000
    AGENCIA ALPHA
    68 NORTHAMPTON STREET
    BOSTON,MA02118     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 32,320
    APPRENTICE LEARNING
    190 CENTRAL AVENUE
    MILTON,MA02186     		NONE OTHER PUBLIC CHARITY EDUCATIONAL 5,500
    ASCENTRIA CARE ALLIANCE
    14 E WORCESTER ST
    WORCESTER,MA01604     		NONE OTHER PUBLIC CHARITY PUBLIC/ SOCIAL BENEFIT 19,600
    ASIAN AMERICAN CIVIL ASSOCIATION INC
    87 TYLER STREET
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY ARTS, CULTURE & HUMANITIES 25,000
    BHCC
    250 RUTHERFORD AVE
    BOSTON,MA02129     		NONE OTHER PUBLIC CHARITY EDUCATION 46,560
    BOSTON AREA RAPE CRISIS CENTER
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 1,500
    BOSTON CENTER FOR THE ARTS
    539 TREMONT ST
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY EDUCATION 500
    BOSTON CHINATOWN NEIGHBORHOOD CENTER
    885 WASHINGTON ST
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 5,000
    BOSTON HARBOR NOW
    15 STATE STREET 1100
    BOSTON,MA02109     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 500
    ARC - SOUTHEAST
    217 SOUTH ST
    WALTHAM,MA02453     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 500
    BOYS & GIRLS CLUBS OF BOSTON INC
    50 CONGRESS STREET
    BOSTON,MA02109     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 281,714
    BRIDGE OVER TROUBLED WATER
    47 WEST ST
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY EDUCATION 11,309
    BUCKINGHAM BROWNE & NICHOLS
    80 GERRYS LANDING ROAD
    CAMBRIDGE,MA02138     		NONE OTHER PUBLIC CHARITY EDUCATION 1,000
    BIG SISTER ASSOCIATION OF GREATER BOSTON
    20 PARK PLAZA 1420
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 5,000
    CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC
    465 SCHOOL STREET
    LOWELL,MA01851     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 5,000
    CENTRO PRESENTE
    12 BENNINGTON STREET SUITE 202
    EAST BOSTON,MA02128     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 5,000
    CERES
    99 CHAUNCY STREET 6TH FLOOR
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 250
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DRIVE
    BOSTON,MA02139     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 25,000
    COMPANY ONE
    539 TREMONT ST
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 250
    CONSERVATION LAW FOUNDAITON
    62 SUMMER ST
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 2,000
    DOC WAYNE YOUTH SERVICES
    418 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 7,500
    DORCAS INTERNATIONAL INSTITUTE OF RI
    220 ELMWOOD AVENUE
    PROVIDENCE,RI02907     		NONE OTHER PUBLIC CHARITY PUBLIC/ SOCIAL BENEFIT 12,450
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER ST
    NEW YORK,NY10038     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 500
    ENGLISH FOR NEW BOSTONIANS
    105 CHAUNCY ST
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY EDUCATION 5,000
    EVA CENTER
    989 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 1,000
    COACHING FOR CHANGE
    427 WINTHROP ST
    TAUTON,MA02780     		NONE OTHER PUBLIC CHARITY HEALTH 12,500
    FOUNDATION TO BE NAMED LATER
    133 FEDERAL STREET 802
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 7,500
    FRESH TRUCK GENERATION
    196 QUINCY STREET
    BOSTON,MA02125     		NONE OTHER PUBLIC CHARITY HEALTH 5,000
    FUTURE CHEFS
    560 ALBANY ST
    BOSTON,MA02118     		NONE OTHER PUBLIC CHARITY EDUCATIONAL 5,000
    COLLEGE BOUND DORCHESTER
    222 BOWDOIN ST
    DORCHESTER,MA02122     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT / EDUCATION 7,500
    HARTFORD PUBLIC LIBRARY
    500 MAIN ST
    HARTFORD,CT06103     		NONE OTHER PUBLIC CHARITY EDUCATIONAL 15,450
    HEALTH LAW ADVOCATES
    ONE FEDERAL ST
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY PUBLIC/ SOCIAL BENEFIT 60,000
    HEALTH RESOURCES IN ACTION
    95 BERKELEY ST
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY HEALTH 1,500
    IMMIGRANT LEGAL ADVOCACY PROJECT
    309 CUMBERLAND AVENUE SUITE 201
    PORTLAND,ME04112     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 10,650
    EAST WEST CENTER
    1819 L STREET NW SUITE 800
    WASHINGTON,DC20036     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 10,000
    ELLIS MEMORIAL
    66 BERKELEY ST
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY RELIGIOUS 1,100
    INTERNATIONAL INSTITUTE OF NEW ENGLAND
    2 BOYLSTON STREET 3RD FLOOR
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 25,000
    IRISH INTERNATIONAL IMMIGRANT CENTER
    100 FRANKLIN ST
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 80,000
    KIDS IN NEED OF DEFENSE
    1201 L STREET NW FLOOR 2
    WASHINGTON,DC20005     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 30,000
    LAWRENCE ACADEMY
    PO BOX 992
    GROTON,MA014500992     		NONE OTHER PUBLIC CHARITY EDUCATION 500
    LAWRENCE COMMUNITY WORKS
    168 NEWBURY ST
    LAWRENCE,MA01841     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 10,000
    MASS ASSOCIATION FOR MENTAL HEALTH
    130 BOWDOIN ST
    BOSTON,MA02108     		NONE OTHER PUBLIC CHARITY HEALTH 2,000
    MASS COALITION FOR OCCUPATIONAL SAFETY AND HEALTH (MASSCOSH)
    1532B DORCHESTER AVENUE
    DORCHESTER,MA02122     		NONE OTHER PUBLIC CHARITY HEALTH 10,000
    MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS (MAPS)
    1046 CAMBRIDGE STREET
    CAMBRIDGE,MA02139     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 64,050
    MASSACHUSETTS LEGAL ASSISTANCE CORPORATION (MLAC)
    18 TREMONT STREET 1010
    BOSTON,MA02108     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 50,000
    MAYOR'S OFFICE FOR IMMIGRANT ADVANCEMENT
    1 CITY HALL SQUARE ROOM 806
    BOSTON,MA022012030     		NONE OTHER PUBLIC CHARITY HUMAN/SOCIAL BENEFIT 5,000
    MIRA COALITION
    105 CHAUNCY ST
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 26,700
    MIT ALUMNI ASSOCIATION
    600 MEMORIAL DRIVE
    CAMBRIDGE,MA02139     		NONE OTHER PUBLIC CHARITY EDUCATION 2,500
    MORE THAN WORDS
    56 FELTON STREET
    WALTHAM,MA02453     		NONE OTHER PUBLIC CHARITY EDUCATIONAL 11,247
    MY LIFE MY CHOICE
    1575 BLUE HILL AVENUE
    MATTAPAN,MA02126     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 10,000
    NEWFOUND LAKE REGION ASSOCIATION
    10 NORTH MAIN STREET UNIT 1
    BRISTOL,NH03222     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 300
    FLORENCE PROJECT
    PO BOX 86299
    TUCSON,AZ85754     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 500
    FOUND IN TRANSLATION
    1532B DORCHESTER AVENUE
    DORCHESTER,MA02122     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 10,000
    OXFAM AMERICA
    226 CAUSEWAY STREET
    BOSTON,MA02114     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 1,000
    PHOENIX CHARTER ACADEMY
    60 CANAL STREET
    BOSTON,MA02114     		NONE OTHER PUBLIC CHARITY EDUCATION 40,000
    PLANNED PARENTHOOD LEAGUE OF MA
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE OTHER PUBLIC CHARITY HEALTH 4,000
    ISLAMIC SOCIETY OF BOSTON CULTURAL CENTER
    100 MALCOLM X BLVD
    ROXBURY,MA02120     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 5,000
    POSSE FOUNDATION INC
    45 FRANKLIN STREET 3
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT / EDUCATIONAL 250
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901     		NONE OTHER PUBLIC CHARITY ARTS, CULTURE & HUMANITIES 10,000
    REFUGEE AND IMMIGRANT ASSISTANCE CENTER
    340 MAIN ST
    WORCESTER,MA01608     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 17,500
    LAWYERS FOR CIVIL RIGHTS BOSTON
    61 BATTERYMARCH ST
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 5,000
    RESILLIENT CODERS
    50 MILK ST
    BOSTON,MA02109     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 80,000
    SAFE HANDS ANIMAL RESCUE
    2001 KENNEDY STREET NE
    MINNEAPOLIS,MN55413     		NONE OTHER PUBLIC CHARITY SOCIAL SERVICES 300
    MUSEUM OF FINE ARTS
    465 HUNINGTON AVE
    BOSTON,MA02115     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 50,000
    SILVER LINING MENTORING
    727 ATLANTIC AVE
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY EDUCATION 60,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON STREET
    MONTGOMERY,AL36104     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 1,000
    NARAL PRO CHOICE MASSACHUSETTS
    15 COURT SQUARE 900
    BOSTON,MA02108     		NONE OTHER PUBLIC CHARITY SOCIAL SERVICES 1,500
    THE STEPPINGSTONE FOUNDATION
    ONE APPLETON STREET
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY EDUCATION 500
    THE WINSOR SCHOOL
    525 BRANCH AVENUE
    PROVIDENCE,RI02904     		NONE OTHER PUBLIC CHARITY EDUCATION 1,000
    US-JAPAN COUNCIL
    1819 L STREET NW SUITE 800
    WASHINGTON,DC20036     		NONE OTHER PUBLIC CHARITY SOCIAL BENEFIT 106,734
    UNION COLLEGE
    807 UNION STREET
    SCHENECTADY,NY12308     		NONE OTHER PUBLIC CHARITY EDUCATION 500
    ZUMIX
    260 SUMMER ST
    EAST BOSTON,MA02128     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 5,000
    PAIR
    1 EDUCATION ST
    CAMBRIDGE,MA02141     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 25,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET 802
    BOSTON,MA02110     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES HUMAN SERVICES 51,150
    PROJECT CITIZENSHIP
    4 SOUTH MARKET ST 3RD FLOOR
    BOSTON,MA02109     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 355,000
    RED CLOUD RENEWABLE
    1001 SOLAR WARRIOR ROAD
    PINE RIDGE,SD57770     		NONE OTHER PUBLIC CHARITY EDUCATION 5,000
    TECH GOES HOME
    867 BOYLSTON ST 5TH FLOOR
    BOSTON,MA02116     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT PUBLIC BENEFIT 10,000
    TEXAS CIVIL RIGHTS PROJECT
    1405 MONTOPOLIS DRIVE
    AUSTIN,TX78714     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 1,000
    THIRD SECTOR NEW ENGLAND
    89 SOUTH ST STE 700
    BOSTON,MA02111     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 300
    UTEC
    35 WARREN ST
    LOWELL,MA01852     		NONE OTHER PUBLIC CHARITY SOCIAL SERVICES PUBLIC BENEFIT 15,000
    YELLOWHAMMER FUND
    PO BOX 170280
    BOSTON,MA02117     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES HUMAN SERVICES 500
    YOUNG CENTER IMMIGRANT CHILDREN'S RIGHTS
    6020 S UNIVERSITY AVE
    CHICAGO,IL60637     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES HUMAN SERVICES 500
    YOUTHBUILD
    27 CENTRE ST
    ROXBURY,MA02119     		NONE OTHER PUBLIC CHARITY EDUCATION 88,931
    VENTURE CAFE FOUNDATION
    ONE BROADWAY 5TH FLOOR
    CAMBRIDGE,MA02142     		NONE OTHER PUBLIC CHARITY PUBLIC BENEFIT 900
    PHILANTHROPY CONNECTION
    1770 MASSACHUSETTS AVE
    CAMBRIDGE,MA02140     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 250
    IMMIGRANT FAMILY SERVICES INSTITUTE
    575 AMERICAN LEGION HWY
    ROSLINDALE,MA02131     		NONE OTHER PUBLIC CHARITY HUMAN SERVICES 5,000
    Total .................................bullet 3a 1,968,515
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 ...........     		    14 93,200  
    4 Dividends and interest from securities....     14 87,521  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 523000   16    
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 29,523  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 10,854 18 2,196,492  
    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).. 10,854 2,406,736 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,417,590
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE FISH FAMILY FOUNDATION
     
    Employer identification number

    04-6905753
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE FISH FAMILY FOUNDATION
          		Employer identification number
    04-6905753
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    TIFFANY & CO
     
    C/O 75 STATE STREET
     
    BOSTON, MA02109

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE FISH FAMILY FOUNDATION
          		Employer identification number

    04-6905753
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE FISH FAMILY FOUNDATION
          		Employer identification number

    04-6905753
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 11,650 2,330   9,320

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER EQUIPMENT 2009-06-30 963 963 SL 5.000000000000 0 0    
    OFFICE EQUIPMENT 2009-06-30 1,000 1,000 SL 5.000000000000 0 0    
    IPADS 2012-06-30 3,430 3,430 SL 5.000000000000 0 0    
    COPIER 2014-11-30 1,679 1,245 SL 5.000000000000 336 0    
    IPAD 2015-01-01 636 445 SL 5.000000000000 127 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INTERACTIVE BROKERS 706,297 737,722
    FIRST REPUBLIC SECURITIES CO. 928,601 2,688,841
    MORGAN STANLEY 2,239,789 1,263,916

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ROCKEFELLER AT COST 35,091 113,062
    AVENUE EUROPE SPECIAL SIT FUND AT COST 10,272 170,372
    KIG INVESTMENT PARTNERS AT COST 2,094,172 1,182,676
    SPRUCE HOUSE AT COST 1,274,797 2,411,085
    ACACIA CONSERVATION AT COST 2,142,471 2,255,892
    ARISTOTLE FUND LP AT COST 104,376 0
    GREENLEA LANE AT COST 1,336,608 1,450,260

    TY 2018 LandEtcSchedule2
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER EQUIPMENT 963 963 0  
    OFFICE EQUIPMENT 1,000 1,000 0  
    IPADS 3,430 3,430 0  
    COPIER 1,679 1,581 98  
    IPAD 636 572 64  


    TY 2018 OtherAssetsSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 1,752 1,752 1,752
    CVS OF LIFE INSURANCE POLICY 1,548,277 1,548,277 1,548,277


    TY 2018 OtherExpensesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 30 0   30
    PAYROLL PROCESSING FEES 2,709 176   2,533
    INSURANCE 16,950 0   16,950
    POSTAGE AND PRINTING 599 0   599
    SEMINARS AND TRAINING 395 0   395
    REIMBURSED EXPENSES 1,915 0   1,915
    PORTFOLIO DEDUCTIONS PER K-1'S 161,554 161,554   0
    MEALS AND ENTERTAINMENT 264 0   264
    IT/TECH 3,239 0   3,239
    JWLI PROGRAM EXPENSE 181,492 0   181,492
    OFFICE SUPPLIES AND EXPENSE 11,179 0   11,179
    MEMBERSHIP FEES 0 0   0
    DONATIONS PER K-1'S 17 0   17
    EMPLOYEE PARKING 2,563 0   2,563
    PROGRAM-OTHER 13,120 0   13,120


    TY 2018 OtherIncomeSchedule2
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT INCOME PER K-1'S 29,523 29,523 29,523


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE -3,700 1,078
    CONTRIBUTION PAYABLE 5,000 5,000
    CREDIT AT CHASE WEB DOWNLOAD 0 5,010
    INVESTMENT 0 218


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 2,551 2,551   0
    OUTSIDE SERVICES 14,675 0   14,675


    TY 2018 TaxesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 27,359 1,779   25,580
    FOREIGN TAXES PAID PER K-1'S 5,511 5,511   0
    FEDERALAND STATE TAXES 46,693 0   0
    FORM PC 500 0   500