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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
THE FISH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 COMMONWEALTH AVENUE 16F
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
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$11,408,831J 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) 1,732,384
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,302 1,302  
4 Dividends and interest from securities... 168,541 165,023  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,487,189
b Gross sales price for all assets on line 6a 9,201,876
7 Capital gain net income (from Part IV, line 2)... 2,590,951
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 -118,117 -132,605  
12 Total. Add lines 1 through 11........ 3,271,299 2,624,671  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 161,808 10,160   151,648
14 Other employee salaries and wages...... 307,238 0   307,238
15 Pension plans, employee benefits....... 44,637 2,901   41,736
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 20,000 10,000   10,000
c Other professional fees (attach schedule).... Click to see attachment 236,473 187,063   49,410
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 61,297 297   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 143,936 0   143,936
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 590,250 0   588,390
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,565,639 210,421   1,292,358
25 Contributions, gifts, grants paid....... 2,618,556 2,618,556
26 Total expenses and disbursements. Add lines 24 and 25 4,184,195 210,421   3,910,914
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -912,896
b Net investment income (if negative, enter -0-) 2,414,250
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 318,491 61,913 61,913
2 Savings and temporary cash investments......... 2,196,100 2,536,545 2,536,545
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) 0 Click to see attachment1,992,765 1,992,765
b Investments—corporate stock (attach schedule)....... 842,447 Click to see attachment812,227 812,227
c Investments—corporate bonds (attach schedule)....... 208,507 Click to see attachment455,055 455,055
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,568,757 Click to see attachment3,994,994 3,994,994
14 Land, buildings, and equipment: basis bullet15,146
Less: accumulated depreciation (attach schedule) bullet9,568 0 Click to see attachment5,578 5,578
15 Other assets (describe bullet) Click to see attachment1,404,592 Click to see attachment1,549,754 Click to see attachment1,549,754
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,538,894 11,408,831 11,408,831
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 attachment2,479 Click to see attachment27,757
23 Total liabilities (add lines 17 through 22)......... 2,479 27,757
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 19,536,415 11,381,074
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 19,536,415 11,381,074
30 Total liabilities and net assets/fund balances (see instructions). 19,538,894 11,408,831
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,536,415
2
Enter amount from Part I, line 27a .....................
2
-912,896
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,623,519
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,242,445
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,381,074
Form 990-PF (2021)
Form 990-PF (2021)
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 FROM KIG INVESTMENT PARTNERSHIP      
b FROM ACACIA CONSERVATION FUND      
c SALE OF PUBLICLY TRADED SECURITIES      
d FROM GREENLEA LANE CAPITAL PARTNERS LP K-1      
e FROM THE SPRUCE HOUSE PARTNERSHIP K-1      
FROM THE SPRUCE HOUSE PARTNERSHIP K-1      
FROM ROCKEFELLER ALTERNATIVE STRATEGIES FUND QP LP K-1      
FROM ACACIA CONSERVATION FUND      
FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1      
FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1      
SALE OF GREENLEA LANE CAPITAL PARTNERS LP P 2012-09-21 2022-06-30
CAPITAL GAINS DIVIDENDS P    
(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       -60,000
b       831,718
c 7,130,003   6,175,899 954,104
d       456,379
e       387,618
      0
      651
46,105   46,105 0
      -4,619
1   1 0
2,021,672   2,000,667 21,005
4,095     4,095
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       -60,000
b       831,718
c       954,104
d       456,379
e       387,618
      0
      651
      0
      -4,619
      0
      21,005
      4,095
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 2,590,951
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 33,558
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 33,558
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 70,788
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,788
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 37,230
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet37,230 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletJEN ROCCHI Telephone no.bullet (617) 428-3775

    Located atbullet2 COMMONWEALTH AVE STE 16FBOSTONMA ZIP+4bullet02116
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    ATSUKO TOKO FISH TRUSTEE
    2.00     		0 0 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    EDWARD TAKEZO FISH TRUSTEE
    1.50     		0 0 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    THALEIA SCHLESINGER TRUSTEE
    2.00     		5,500 0 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    EMILY FISH TRUSTEE
    2.00     		0 0 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    NINA FISH TRUSTEE
    2.00     		0 0 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    ALICE T BORDEN EXECUTIVE DIRECTOR
    40.00     		156,308 5,750 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    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
    JENNIFER SEGEL DIR. OF STRAGIC INIT
    40.00     		116,461 0 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    KOZUE SAWAME PROGRAM DIRECTOR
    40.00     		83,903 3,858 0
    2 COMMONWEALTH AVE STE 16F
    BOSTON,MA02116
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    PROFICIO CAPITAL PARTNERS LLC INVESTMENT MANAGEMENT 154,802
    1 GATEWAY CTR STE 601
    NEWTON,MA02458
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 WITH THE JAPANESE WOMEN'SLEADERSHIP INITIATIVE PROGRAM WHICH BRINGS WOMEN FROM JAPANTO BOSTON TO RECEIVE FOUR WEEKS OF DIRECT EXPERIENCE ANDTRAINING IN NONPROFIT MANAGEMENT AND LEADERSHIP DEVELOPMENTIN AREAS OF IMPORTANCE TO WOMEN AND JAPANESE SOCIETY. 553,940
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    7,776,030
    b
    Average of monthly cash balances.......................
    1b
    1,614,541
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,053,360
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,443,931
    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
    14,443,931
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    216,659
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,227,272
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    711,364
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    711,364
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    33,558
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    4,376
    c
    Add lines 2a and 2b............................
    2c
    37,934
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    673,430
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    673,430
    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 XII, line 1 ...
    7
    673,430
    Part XI
    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 VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 673,430
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,133,779
    b From 2017...... 939,987
    c From 2018...... 2,104,069
    d From 2019...... 1,983,436
    e From 2020...... 2,389,367
    f Total of lines 3a through e ........ 8,550,638
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,918,352
    a Applied to 2020, 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)........     		Click to see attachment1,732,384
    d Applied to 2021 distributable amount..... 673,430
    e Remaining amount distributed out of corpus 1,512,538
    5 Excess distributions carryover applied to 2021. 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 11,795,560
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,133,779
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		10,661,781
    10 Analysis of line 9:
    a Excess from 2017.... 939,987
    b Excess from 2018.... 2,104,069
    c Excess from 2019.... 1,983,436
    d Excess from 2020.... 2,389,367
    e Excess from 2021.... 3,244,922
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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
    ATSUKO TOKO 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ABOUT FRESH
    69 SHIRLEY STREET
    BOSTON,MA02119     		N/A PC PROGRAM SUPPORT 10,000
    ACLU FOUNDATION OF MASSACHUSETTS
    211 CONGRESS STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 30,500
    AMERICAN ACADEMY OF ARTS AND SCIENCES
    136 IRVING STREET
    CAMBRIDGE,MA02138     		N/A PC PROGRAM SUPPORT 1,000
    APPRENTICE LEARNING INC
    743-745 CENTRE STREET
    JAMAICA PLAIN,MA02130     		N/A PC PROGRAM SUPPORT 12,500
    BOSTON AREA RAPE CRISIS CENTER
    99 BISHOP RICHARD ALLEN DRIVE
    CAMBRIDE,MA02139     		N/A PC PROGRAM SUPPORT 2,000
    BOSTON CHILDREN'S MUSEUM
    308 CONGRESS STREET
    BOSTON,MA02210     		N/A PC PROGRAM SUPPORT 10,000
    BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
    885 WASHINGTON STREET
    BOSTON,MA02111     		N/A PC PROGRAM SUPPORT 10,000
    BRAZILIAN WORKER CENTER
    14 HARVARD AVENUE 2
    ALLSTON,MA02134     		N/A PC PROGRAM SUPPORT 51,000
    BRIDGE OVER TROUBLED WATER
    47 WEST STREET
    BOSTON,MA02111     		N/A PC PROGRAM SUPPORT 200,000
    BUZZARDS BAY COALITION
    114 FRONT STREET
    NEW BEDFORD,MA02740     		N/A PC PROGRAM SUPPORT 1,000
    CAPE COD FOUNDATION
    261 WHITES PATH UNIT 2
    SOUTH YARMOUTH,MA02664     		N/A PC PROGRAM SUPPORT 10,000
    CENTER FOR REPRODUCTIVE RIGHTS
    1634 EYE STREET
    WASHINGTON,DC20006     		N/A PC PROGRAM SUPPORT 2,000
    CERES
    99 CHAUNCY STREET
    BOSTON,MA02111     		N/A PC PROGRAM SUPPORT 1,000
    CHILD & FAMILY SERVICES INC
    3057 ACUSHNET AVENUE
    NEW BEDFORD,MA02745     		N/A PC PROGRAM SUPPORT 25,000
    COACHING FOR CHANGE
    427 WINTHROP STREET UNIT A
    TAUTON,MA02780     		N/A PC PROGRAM SUPPORT 10,000
    COLLEGE BOUND DORCHESTER
    222 BOWDOIN STREET
    DORCHESTER,MA02122     		N/A PC PROGRAM SUPPORT 2,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 7,130
    COMMUNITY PREPARATORY SCHOOL
    135 PRAIRIE AVENUE
    PROVIDENCE,RI02905     		N/A PC PROGRAM SUPPORT 5,000
    COMPANY ONE
    539 TREMONT STREET
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 500
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 1,500
    ALZHEIMER'S DISEASE RESEARCH FOUNDATION DBA CURE ALZHEIMER'S FUND
    34 WASHINGTON STREET SUITE 310
    WELLESLEY HILLS,MA02481     		N/A PC PROGRAM SUPPORT 10,000
    DE NOVO CENTER FOR JUSTICE AND HEALING INC
    47 THORNDIKE STREET SUITE SB-LL-1
    CAMBRIDGE,MA02141     		N/A PC PROGRAM SUPPORT 84,800
    DOC WAYNE YOUTH SERVICES
    25 KINGSTON STREET 4R
    BOSTON,MA02111     		N/A PC PROGRAM SUPPORT 12,500
    DUET INC
    50 MILK STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 36,323
    ELLIS MEMORIAL AND ELDREDGE HOUSE INC
    58 BERKELEY STREET
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 537
    EMERALD NECKLACE CONSERVANCY
    350 JAMAICAWAY
    BOSTON,MA02130     		N/A PC PROGRAM SUPPORT 2,500
    ENGLISH FOR NEW BOSTONIANS
    105 CHAUNCY STREET
    BOSTON,MA02215     		N/A PC PROGRAM SUPPORT 23,721
    EPIPHANY SCHOOL
    154 CENTRE STREET
    BOSTON,MA02124     		N/A PC PROGRAM SUPPORT 500
    EVA CENTER
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		N/A PC PROGRAM SUPPORT 1,000
    FOUND IN TRANSLATION
    1532B DORCHESTER AVENUE
    BOSTON,MA02122     		N/A PC PROGRAM SUPPORT 25,000
    GOLF FIGHTS CANCER
    300 ARNOLD PALMER BLVD
    NORTON,MA02766     		N/A PC PROGRAM SUPPORT 1,000
    HEALTH LAW ADVOCATES
    ONE FEDERAL STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 10,000
    HEALTH RESOURCES IN ACTION
    95 BERKELEY STREET
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 1,000
    HOPEWELL INC
    3 ALLIED DRIVE SUITE 308
    DEDHAM,MA02026     		N/A PC PROGRAM SUPPORT 31,500
    INSTITUTE FOR NONPROFIT PRACTICE
    89 SOUTH STREET SUITE LL02
    BOSTON,MA02111     		N/A PC PROGRAM SUPPORT 110,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210     		N/A PC PROGRAM SUPPORT 2,000
    JEWISH ALLIANCE OF GREATER RHODE ISLAND
    401 ELMGROVE AVENUE
    PROVIDENCE,RI02906     		N/A PC PROGRAM SUPPORT 2,000
    LAWRENCE ACADEMY
    PO BOX 992
    GROTON,MA01450     		N/A PC PROGRAM SUPPORT 4,000
    LAWRENCE COMMUNITY WORKS
    168 NEWBURY STREET
    LAWRENCE,MA01841     		N/A PC PROGRAM SUPPORT 8,061
    LAWYERS FOR CIVIL RIGHTS INC
    61 BATTERMARCH STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 10,000
    MASIPHUMELELE CORPORATION
    PO BOX 290477
    CHARLESTOWN,MA02129     		N/A PC PROGRAM SUPPORT 1,000
    MASS ASSOCIATION FOR MENTAL HEALTH
    50 FEDERAL STREET
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 2,000
    MLAC - MASSACHUSETTS LEGAL ASSISTANCE CORPORATION
    18 TREMONT STREET 1010
    BOSTON,MA02108     		N/A PC PROGRAM SUPPORT 50,000
    MOTHERS FOR JUSTICE AND EQUALITY
    2201 WASHINGTON STREET
    BOSTON,MA02119     		N/A PC PROGRAM SUPPORT 50,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		N/A PC PROGRAM SUPPORT 1,000
    PHILANTROPY MASSACHUSETTS INC
    133 FEDERAL STREET 802
    BOSTON,MA02110     		N/A PC PROGRAM SUPPORT 7,150
    PHOENIX CHARTER ACADEMY NETWORK
    60 CANAL STREET 4TH FLOOR
    BOSTON,MA02114     		N/A PC PROGRAM SUPPORT 65,000
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
    1055 COMMONWEALTH AVENUE
    BOSTON,MA02215     		N/A PC PROGRAM SUPPORT 2,000
    PROJECT CITIZENSHIP
    4 S MARKET ST BUILDING 3RD FLOOR
    BOSTON,MA02109     		N/A PC PROGRAM SUPPORT 164,177
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901     		N/A PC PROGRAM SUPPORT 10,000
    RIAN IMMIGRANT CENTER
    1 STATE STREET 800
    BOSTON,MA02109     		N/A PC PROGRAM SUPPORT 245,032
    ROCA INC
    101 PARK STREET
    CHELSEA,MA02150     		N/A PC PROGRAM SUPPORT 50,000
    ROGERSON COMMUNITIES
    1 FLORENCE STREET
    ROSLINDALE,MA02131     		N/A PC PROGRAM SUPPORT 1,000
    SAFE HANDS ANIMAL RESCUE
    2001 KENNEDY STREET NE
    MINNEAPOLIS,MN55413     		N/A PC PROGRAM SUPPORT 500
    SILVER LINING MENTORING
    727 ATLANTIC AVENUE
    BOSTON,MA02111     		N/A PC PROGRAN SUPPORT 2,500
    TECH GOES HOME
    867 BOYLSTON STREET 5TH FLOOR
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 5,290
    THE BOSTON FOUNDATION INC
    75 ARLINGTON STREET 300
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 250,000
    WOMEN'S LUNCH PLACE
    67 NEWBURY STREET
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 20,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTE
    15 SCHOOL STREET
    FALMOUTH,MA02543     		N/A PC PROGRAM SUPPORT 223,000
    OLD DARTMOUTH HISTORICAL SOCIETY (DBA NEW BEDFORD WHALING MUSEUM)
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		N/A PC PROGRAM SUPPORT 25,000
    IMMIGRANT FAMILY SERVICES INSTITUTE INC
    575 AMERICAN LEGION HIGHWAY
    ROSLINDALE,MA02131     		N/A PC PROGRAM SUPPORT 60,000
    MILES4MIGRANTS
    3629 LAUREL STREET
    NEW ORLEANS,LA70115     		N/A PC PROGRAM SUPPORT 25,000
    INVERSANT INC
    561 BOYLSTON ST 4TH FLOOR
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 5,000
    COOLIDGE CORNER THEATRE FOUNDATION
    290 HARVARD STREET
    BROOKLINE,MA02446     		N/A PC PROGRAM SUPPORT 11,500
    COASTAL BRINGING UP DOWN SYNDROME OF SOUTHEASTERN NC INC(COASTAL BUDS)
    PO BOX 3914
    WILMINGTON,NC28406     		N/A PC PROGRAM SUPPORT 23,750
    TOWARDS JUSTICE OF COLORADO (DBA TOWARDS JUSTICE)
    1410 HIGH STREET STE 300
    DENVER,CO80218     		N/A PC PROGRAM SUPPORT 5,000
    BIG SISTER ASSOCIATION OF GREATER BOSTON
    20 PARK PLAZA 1420
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 12,500
    INTERNATIONAL INSTITUTE OF NEW ENGLAND INC
    2 BOYLSTON ST 3RD FLOOR
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 12,500
    CODMAN ACADEMY FOUNDATION INC
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		N/A SO III FI PROGRAM SUPPORT 20,000
    BRIGHAM & WOMEN'S HOSPITAL
    75 FRANCIS STREET
    BOSTON,MA02115     		N/A PC PROGRAM SUPPORT 10,000
    RUNWAY FOR RECOVERY INC
    65 MIDDLE STREET
    NEWBURYPORT,MA01950     		N/A PC PROGRAM SUPPORT 1,000
    LEADS
    PO BOX 1531
    LAWRENCE,MA01842     		N/A PC PROGRAM SUPPORT 2,000
    CENTER FOR NEW AMERICANS INC
    42 GOTHIC STREET
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 15,000
    SOCIAL INNOVATION FORUM INC
    2 OLIVER ST STE 802
    BOSTON,MA02109     		N/A PC PROGRAM SUPPORT 6,500
    LA VIDA INC
    120 MUNROE STREET
    LYNN,MA01901     		N/A PC PROGRAM SUPPORT 7,000
    ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE INC
    PO BOX 120108
    BOSTON,MA02112     		N/A PC PROGRAM SUPPORT 10,000
    SOUTEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS
    50 PORTLAND ST STE 521
    WORCESTER,MA01608     		N/A PC PROGRAM SUPPORT 10,000
    CENTRO PRESENTE INC
    12 BENNINGTON ST STE 202
    EAST BOSTON,MA02128     		N/A PC PROGRAM SUPPORT 10,000
    AGENCIA ALPHA
    62 NORTHAMPTON ST
    BOSTON,MA02118     		N/A PC PROGRAM SUPPORT 160,000
    CITY OF BOSTON
    1 CITY HALL SQUARE
    BOSTON,MA02203     		N/A GOV PROGRAM SUPPORT 5,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    18 CHESTNUT ST STE 530
    WORCESTER,MA01608     		N/A PC PROGRAM SUPPORT 50,000
    BALLETROX INC
    PO BOX 301334
    JAMAICA PLAIN,MA02130     		N/A PC PROGRAM SUPPORT 10,000
    NORTH SHORE WORKERS COMMUNITY FUND INC (DBA NEW LYNN COALITION)
    112 EXCHANGE ST 2ND FLOOR
    LYNN,MA01901     		N/A PC PROGRAM SUPPORT 5,000
    GROUNDWORK LAWRENCE INC
    50 ISLAND STREET
    LAWRENCE,MA01840     		N/A PC PROGRAM SUPPORT 30,000
    JUSTICE RESOURCE INSTITUTE INC
    160 GOULD ST STE 300
    NEEDHAM,MA02494     		N/A PC PROGRAM SUPPORT 10,000
    CARIBBEAN YOUTH CLUB INC
    2010 COLUMBUS AVE LEVEL B
    BOSTON,MA02119     		N/A PC PROGRAM SUPPORT 75,000
    REFUGEE & IMMIGRANT ASSISTANCE CENTER INC
    253 ROXBURY STREET
    ROXBURY,MA02119     		N/A PC PROGRAM SUPPORT 10,000
    EAST-WEST CENTER FOUNDATION
    1601 EAST-WEST RD
    HONOLULU,HI96848     		N/A PC PROGRAM SUPPORT 10,000
    NEWFOUND LAKE REGION ASSOCIATION
    10 NORTH MAIN ST UNIT 1
    BRISTOL,NH03222     		N/A PC PROGRAM SUPPORT 500
    BOSTON COLLEGE SCHOOL OF SOCIAL WORK
    140 COMMONWEALTH AVE MCGUINN HALL
    CHESTNUT HILL,MA02467     		N/A PC PROGRAM SUPPORT 500
    EARTHJUSTICE
    50 CALIFORNIA ST STE 500
    SAN FRANCISCO,CA94111     		N/A PC PROGRAM SUPPORT 1,000
    TEMPLE BETH ELOHIM
    10 BETHEL RD
    WELLESLEY,MA02481     		N/A PC PROGRAM SUPPORT 4,085
    PARTNERS IN CONSERVATION
    PO BOX 298
    MOAPA,NV89025     		N/A PC PROGRAM SUPPORT 2,500
    TEMPLE BETH-EL
    70 ORCHARD AVE
    PROVIDENCE,RI02906     		N/A PC PROGRAM SUPPORT 10,000
    APPLE ORCHARD SCHOOL
    282-D NEWTON ST
    BROOKLINE,MA02445     		N/A PC PROGRAM SUPPORT 10,000
    REPRODUCTIVE EQUITY NOW
    297 WACHUSETTS ST
    JAMAICA PLAIN,MA02130     		N/A PC PROGRAM SUPPORT 2,000
    CATHOLIC CHARITIES HAWAII (MARY JANE HOUSE)
    1822 KEEAUMOKU ST
    HONOLULU,HI96822     		N/A PC PROGRAM SUPPORT 10,000
    ZOO NEW ENGLAND
    149 POND STREET
    STONEHAM,MA02180     		N/A PC PROGRAM SUPPORT 5,000
    OKINAWA INSTITUTE OF SCIENCE & TECHNOLOGY FOUNDATION (DBA OIST FOUNDATION)
    1 BRIDGE ST STE 64
    IRVINGTON,NY10533     		N/A PC PROGRAM SUPPORT 10,000
    UNIVERSITY OF MASSACHUSETTS SCHOOL OF LAW
    333 FAUNCE CORNER RD
    DARTMOUTH,MA02747     		N/A GOV PROGRAM SUPPORT 1,000
    COMPASSIONATE CARE ALS (DAVID'S OLD SILVER SWIM)
    52 HORSE SHOE LANE
    N FALMOUTH,MA02556     		N/A PC PROGRAM SUPPORT 1,000
    CAPE COD HEALTHCARE
    320 MAIN STREET
    HYANNIS,MA02601     		N/A PC PROGRAM SUPPORT 1,000
    JAPAN SOCIETY OF BOSTON
    50 MILK STREET
    BOSTON,MA02109     		N/A PC PROGRAM SUPPORT 1,000
    CENTRO DE LOS DERECHOS DEL MIGRANTE INC
    711 W 40TH ST 412
    BALTIMORE,MD21211     		N/A PC PROGRAM SUPPORT 1,000
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC
    PO BOX 157
    NEW YORK,NY10268     		N/A PC PROGRAM SUPPORT 500
    FRIENDS OF SOUTH FLORIDA MUSIC
    6625 MIAMI LAKES DR 240
    MIAMI LAKES,FL33014     		N/A PC PROGRAM SUPPORT 250
    A ZERO WASTE CULTURE
    150 SE 25TH RD 5M
    MIAMI,FL33129     		N/A PC PROGRAM SUPPORT 250
    THE MIAMI FOUNDATION INC (FILL A BAG)
    40 NW 3RD ST 305
    MIAMI,FL33128     		N/A PC PROGRAM SUPPORT 500
    THE CUSHMAN SCHOOL
    592 NE 60TH ST
    MIAMI,FL33137     		N/A PC PROGRAM SUPPORT 1,000
    BROOKLINE FOOD PANTRY
    210 HARVARD ST
    BROOKLINE,MA02446     		N/A PC PROGRAM SUPPORT 500
    Total .................................bullet 3a 2,618,556
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,302  
    4 Dividends and interest from securities ....          
    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 ............     		523000 4,130 18 1,483,059  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFROM GREENLEA LANE CAPITAL PARTNERS,LP K-1     		    14 -11,597  
    bFROM ACACIA CONSERVATION FUND, LP K-1 523000 -159 14 -7,060  
    cFROM SPRUCE HOUSE PARTNERSHIP,LP K-1 523000 14,356 14 -46,177  
    dFROM SPRUCE HOUSE PARTNERSHIP,LP K-1-NONDEDUCTIBLE EXPENSES     14 -41  
    eFROM KIG INVESTMENT PARTNERSHIP LP K-1     14 -64,463  
    fFROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 523000 423 14 803  
    gFROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 523000 -63 14 -4,083  
    hFROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1     14 -28  
    iFROM ACACIA CONSERVATION FUND, LP K-1-NONDEDUCTIBLE EXPENSES     14 -28  
    12 Subtotal. Add columns (b), (d), and (e) .. 19,980 1,518,935 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,538,915
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE FISH FAMILY FOUNDATION
          		Employer identification number
    04-6905753
    Part I
    Contributors
    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
    LAWRENCE AND ATSUKO FISH
    2 COMMONWEALTH AVE STE 16F
     
    BOSTON, MA02116

    		$ 1,689,884


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    TIFFANY AND COMPANY
     
    15 SYLVAN WAY
     
    PARSIPPANY, NJ07054

    		$ 40,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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
    1
    		 296 SHARES OF AMAZON.COM INC STOCK $ 1,104,497 2021-07-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 159 SHARES OF AMAZON.COM STOCK $ 585,387 2021-07-14
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 20,000 10,000   10,000

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

    TY 2021 AmortizationSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    GRANTMAKING SOFTWARE 2021-10-15 7,438   36.000000000000 1,860 0   1,860

    TY 2021 DistributionFromCorpusElection
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Election:
    THE FOUNDATION IS MAKING AN ELECTION UNDER TREAS. REG. 53.4942(A)-3(D)(2) TO TREAT $1,732,384 OF ITS REMAINING QUALIFYING DISTRIBUTIONS (PART XIII LINE 4C) AS DISTRIBUTIONS OUT OF CORPUS TO COMPLY WITH I.R.C. SECTION 170(B)(1)(F)(II) FOR THE BENEFIT OF ITS CONTRIBUTORS. THE $1,732,384 IS 100% OF THE CONTRIBUTIONS RECEIVED BY THE FOUNDATION DURING THE FISCAL YEAR ENDED JUNE 30, 2022 OF WHICH IT REDISTRIBUTED.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTERACTIVE BROKERS 14,017 14,017
    FIDELITY CORPORATE BONDS 441,038 441,038

    TY 2021 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 738,161 738,161
    FIDELITY CORPORATE STOCKS 74,066 74,066

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    US Government Securities - End of Year Book Value:

    1,992,765
    US Government Securities - End of Year Fair Market Value:

    1,992,765
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 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 ALT. STRATEGIES FUND LP FMV 6,743 6,743
    KIG INVESTMENT PARTNERSHIP L.P. FMV 1,818,612 1,818,612
    THE SPRUCE HOUSE PARTNERSHIP FMV 1,686,746 1,686,746
    ACACIA CONSERVATION FUND, L.P. FMV 451,115 451,115
    ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP FMV 31,778 31,778

    TY 2021 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 1,679 0  
    IPAD 636 636 0  
    GRANTMAKING SOFTWARE 7,438 1,860 5,578 5,578


    TY 2021 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
    CSV OF LIFE INSURANCE POLICY 1,402,840 1,446,918 1,446,918
    PROCEEDS RECEIVABLE FROM SALE OF GREENLEA INVESTMENT   101,084 101,084


    TY 2021 OtherDecreasesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Amount
    UNREALIZED LOSSES ON INVESTMENTS 7,242,445


    TY 2021 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
    INSURANCE 30,869 0   30,869
    DUES & SUBSCRIPTIONS 285 0   285
    POSTAGE 282 0   282
    COMPUTER & IT EXPENSES 1,707 0   1,707
    OFFICE SUPPLIES & EXPENSES 1,157 0   1,157
    BANK FEES 80 0   80
    JWLI AND OTHER PROGRAM EXPENSES 553,940 0   553,940
    STATE FILING FEES 70 0   70
    AMORTIZATION 1,860 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 -11,597 -11,597 -11,597
    FROM ACACIA CONSERVATION FUND, LP K-1 -7,219 -7,060 -7,219
    FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 -31,821 -46,177 -31,821
    FROM SPRUCE HOUSE PARTNERSHIP,LP K-1-NONDEDUCTIBLE EXPENSES -41   -41
    FROM KIG INVESTMENT PARTNERSHIP LP K-1 -64,463 -64,463 -64,463
    FROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 1,226 803 1,226
    FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 -4,146 -4,083 -4,146
    FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 -28 -28 -28
    FROM ACACIA CONSERVATION FUND, LP K-1-NONDEDUCTIBLE EXPENSES -28   -28


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARDS PAYABLE 2,479 27,757


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING SERVICES 43,350 0   43,350
    INVESTMENT ADVISOR AND OTHER FEES 186,642 186,642   0
    PAYROLL PROCESSING FEES 6,481 421   6,060


    TY 2021 TaxesSchedule
    Name:
    THE FISH FAMILY FOUNDATION
    EIN:
    04-6905753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 60,000 0   0
    FEDERAL UBI TAX 1,000 0   0
    FOREIGN TAXES WITHHELD 297 297   0