2024-05-09T14:44:58-05:00 2023-06-30 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2022-07-01 046905753 THE FISH FAMILY FOUNDATION FISH 6174283775 2 COMMONWEALTH AVENUE 16F BOSTON MA 02116 LAWRENCE FISH TRUSTEE 6174283775 2024-05-09 1 LAWRENCE FISH 999009999 0 EUGENE BORGONZI P01269879 6172276161 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8223507 X 3500 X 21017 21017 102655 128130 -1287740 1422471 0 0 -88826 -1160568 60321 38846 2460 36386 404153 0 404153 41015 287 40728 11888 5944 5944 93219 73738 19481 7530 907 0 387 0 387 12459 0 12459 287723 0 285244 897220 83336 804782 2248286 2248286 3145506 83336 3053068 -4306074 0 61913 175542 175542 2536545 89890 89890 1992765 2431358 2431358 812227 381989 381989 455055 1289428 1289428 3994994 2368440 2368440 15146 12047 5578 3099 3099 1549754 1483761 1483761 11408831 8223507 8223507 27757 0 27757 0 X 11381074 8223507 0 0 0 0 11381074 8223507 11408831 8223507 11381074 -4306074 1148507 8223507 0 8223507 FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 -136646 -136646 FROM ACACIA CONSERVATION FUND, LP K-1 267 267 FROM KIG INVESTMENT PARTNERSHIP LP K-1 -299291 -299291 FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES K-1 105 105 FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 -17970 -17970 SALE OF PUBLICLY TRADED SECURITIES 1422471 2710211 -1287740 -1287740 -1741275 0 0 0 0 0 37230 0 0 0 37230 0 37230 37230 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 1 1 N/A JEN ROCCHI 6174283775 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE K FISH 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 TRUSTEE 2.00 0 0 0 ATSUKO TOKO FISH 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 TRUSTEE 2.00 0 0 0 EDWARD TAKEZO FISH 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 TRUSTEE 1.50 0 0 0 THALEIA SCHLESINGER 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 TRUSTEE 2.00 1000 0 0 EMILY FISH 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 TRUSTEE 2.00 0 0 0 NINA FISH 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 TRUSTEE 2.00 0 0 0 ALICE T BORDEN 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 EXECUTIVE DIRECTOR (RETIRED SEPT 2022) 40.00 37846 1514 0 JENNIFER ROCCHI 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 DIRECTOR OF ADMINIST 40.00 123000 0 0 KOZUE SAWAME 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 DIRECTOR OF JAPAN PR 40.00 98001 3920 0 JENNIFER E SEGEL 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 DIR. OF STRAGIC INIT 25.00 83418 0 0 0 PROFICIO CAPITAL PARTNERS LLC 1 GATEWAY CTR STE 601 NEWTON MA 02458 INVESTMENT MANAGEMENT 65000 0 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. 288657 0 3958059 802727 4107128 8867914 0 0 8867914 133019 8734895 436745 436745 5187 5187 431558 0 431558 0 431558 3053068 0 3053068 431558 0 0 939987 2104069 1983436 2389367 3244922 10661781 3053068 0 0 0 431558 2621510 0 0 13283291 0 0 0 0 0 0 939987 12343304 2104069 1983436 2389367 3244922 2621510 LAWRENCE K FISH ATSUKO TOKO FISH X THE BOSTON FOUNDATION 75 ARLINGTON STREET 300 BOSTON MA 02116 N/A PC PROGRAM SUPPORT 1800000 BABSON COLLEGE 231 FOREST STREET WELLESLEY MA 02481 N/A PC PROGRAM SUPPORT 35721 LESLEY UNIVERSITY 29 EVERETT STREET CAMBRIDGE MA 02138 N/A PC PROGRAM SUPPORT 4104 ASIAN VENTURE PHILANTHROPY NETWORK 171 TRAS STREET 10-179 UNION BUILDING SN 079025 N/A FOREIGN PUBLIC CHARI PROGRAM SUPPORT 5000 BUNKER HILL COMMUNITY COLLEGE 250 RUTHERFORD AVE BOSTON MA 02129 N/A PC PROGRAM SUPPORT 3505 YWCA OAHU 140 RICHARDS STREET HONOLULU HI 96813 N/A PC PROGRAM SUPPORT 875 PARENTS & CHILDREN TOGETHER 1300 HALONA STREET HONOLULU HI 96817 N/A PC PROGRAM SUPPORT 500 NAMI HAWAII 770 KAPIOLANI BLVD STE 613 HONOLULU HI 96813 N/A PC PROGRAM SUPPORT 500 CHILD & FAMILY SERVICES INC 3057 ACUSHNET AVE NEW BEDFORD MA 02745 N/A PC PROGRAM SUPPORT 1000 PALAMA SETTLEMENT 810 N VINEYARD BLVD HONOLULU HI 96817 N/A PC PROGRAM SUPPORT 500 LANAKILA PACIFIC 1809 BACHELOT STREET HONOLULU HI 96817 N/A PC PROGRAM SUPPORT 500 HAWAII FOOD BANK 2611 KILIHAU STREET HONOLULU HI 96819 N/A PC PROGRAM SUPPORT 500 DOMESTIC VIOLENCE ACTION CENTER PO BOX 3198 HONOLULU HI 96801 N/A PC PROGRAM SUPPORT 500 DUET INC 50 MILK STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 8569 4H FOUNDATION 1661 WORCESTER ROAD STE 201 FRAMINGHAM MA 01701 N/A PC PROGRAM SUPPORT 500 PACIFIC GATEWAY CENTER 723 UMI STREET HONOLULU HI 96819 N/A PC PROGRAM SUPPORT 500 HAWAII LGBT LEGACY FOUNDATION 2270 KALAKAUA AVE HONOLULU HI 96815 N/A PC PROGRAM SUPPORT 500 FISH FAMILY FOUNDATION JAPAN OFFICE MINATO-KU TOKYO JA N/A FOREIGN PUBLIC CHARI PROGRAM SUPPORT 372847 CHARLES RIVER ESPLANADE STORROW DRIVE BOSTON MA 02116 N/A GOV PLANTING & MAINTENANCE OF TREES IN THE STATE-OWNED PARK 12165 2248286 0 14 21017 14 102655 18 -1287740 0 -1164068 0 -1164068 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 11888 5944 5944 GRANTMAKING SOFTWARE 2021-10-15 7438 1860 36.000000000000 2479 0 4339 FORM 990PF, PART XIV LINE 3A - SUPPLEMENTARY INFORMATION THE FOUNDATION HAS OBTAINED AN EQUIVALENCY DETERMINATION LETTER FOR ITS FOREIGN GRANT. INTERACTIVE BROKERS 846465 846465 FIDELITY CORPORATE BONDS 442963 442963 INTERACTIVE BROKERS 37366 37366 JETCOOL TECHNOLOGIES INC 344623 344623 2431358 2431358 0 0 ROCKEFELLER ALT. STRATEGIES FUND FMV 7271 7271 KIG INVESTMENT PARTNERSHIP L.P. FMV 1249662 1249662 THE SPRUCE HOUSE PARTNERSHIP FMV 648284 648284 ACACIA CONSERVATION FUND, L.P. FMV 426888 426888 ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP FMV 36335 36335 COMPUTER EQUIPMENT 963 963 0 OFFICE EQUIPMENT 1000 1000 0 IPADS 3430 3430 0 COPIER 1679 1679 0 IPAD 636 636 0 GRANTMAKING SOFTWARE 7438 4339 3099 3099 SECURITY DEPOSIT 1752 CSV OF LIFE INSURANCE POLICY 1446918 1483761 1483761 PROCEEDS RECEIVABLE FROM SALE OF GREENLEA INVESTMENT 101084 INSURANCE 7969 0 7969 OFFICE SUPPLIES & EXPENSES 500 0 500 BANK FEES AND CREDIT CARD FEES 77 0 77 JWLI AND OTHER PROGRAM EXPENSES 276198 0 276198 STATE FILING FEES 500 0 500 AMORTIZATION 2479 0 0 FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 -3701 FROM ACACIA CONSERVATION FUND, LP K-1 -6582 FROM KIG INVESTMENT PARTNERSHIP LP K-1 -51208 FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES K-1 -4276 FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 -21 FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 -25964 FROM NEW ENGLAND REALTY ASSOCIATES LP K-1 2926 UNREALIZED GAINS ON INVESTMENTS 1148507 CREDIT CARDS PAYABLE 27757 0 OUTSIDE SERVICES 8612 0 8612 INVESTMENT ADVISOR AND OTHER FEES 73738 73738 0 PAYROLL PROCESSING FEES 9529 0 9529 GRAPHIC DESIGN 1340 0 1340 FEDERAL UBI TAX 7000 0 0 FOREIGN TAXES WITHHELD 134 907 0 MA DEPT OF REVENUE 396 0 0