2023-05-09T13:30:14-05:00 2022-06-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2021-07-01 046905753 THE FISH FAMILY FOUNDATION FISH 6174283775 2 COMMONWEALTH AVENUE 16F BOSTON MA 02116 LAWRENCE FISH TRUSTEE 6174283775 2023-05-09 1 LAWRENCE FISH 999009999 EUGENE BORGONZI P01269879 6172276161 2023-05-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 11408831 X 1732384 1302 1302 168541 165023 1487189 9201876 2590951 -118117 -132605 3271299 2624671 161808 10160 151648 307238 0 307238 44637 2901 41736 20000 10000 10000 236473 187063 49410 61297 297 0 143936 0 143936 590250 0 588390 1565639 210421 1292358 2618556 2618556 4184195 210421 3910914 -912896 2414250 318491 61913 61913 2196100 2536545 2536545 0 1992765 1992765 842447 812227 812227 208507 455055 455055 14568757 3994994 3994994 15146 9568 0 5578 5578 1404592 1549754 1549754 19538894 11408831 11408831 2479 27757 2479 27757 X 19536415 11381074 0 0 0 0 19536415 11381074 19538894 11408831 19536415 -912896 0 18623519 7242445 11381074 FROM KIG INVESTMENT PARTNERSHIP -60000 -60000 FROM ACACIA CONSERVATION FUND 831718 831718 SALE OF PUBLICLY TRADED SECURITIES 7130003 6175899 954104 954104 FROM GREENLEA LANE CAPITAL PARTNERS LP K-1 456379 456379 FROM THE SPRUCE HOUSE PARTNERSHIP K-1 387618 387618 FROM THE SPRUCE HOUSE PARTNERSHIP K-1 0 0 FROM ROCKEFELLER ALTERNATIVE STRATEGIES FUND QP LP K-1 651 651 FROM ACACIA CONSERVATION FUND 46105 46105 0 0 FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 -4619 -4619 FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 1 1 0 0 SALE OF GREENLEA LANE CAPITAL PARTNERS LP P 2012-09-21 2022-06-30 2021672 2000667 21005 21005 CAPITAL GAINS DIVIDENDS P 4095 4095 4095 2590951 33558 0 33558 0 33558 70788 0 0 0 70788 X 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 5500 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 40.00 156308 5750 0 JENNIFER SEGEL 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 DIR. OF STRAGIC INIT 40.00 116461 0 0 KOZUE SAWAME 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 PROGRAM DIRECTOR 40.00 83903 3858 0 0 PROFICIO CAPITAL PARTNERS LLC 1 GATEWAY CTR STE 601 NEWTON MA 02458 INVESTMENT MANAGEMENT 154802 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. 553940 0 7776030 1614541 5053360 14443931 0 0 14443931 216659 14227272 711364 711364 33558 4376 37934 673430 0 673430 0 673430 3910914 0 7438 3918352 673430 0 0 1133779 939987 2104069 1983436 2389367 8550638 3918352 0 0 1732384 673430 1512538 0 0 11795560 0 0 0 0 0 0 1133779 10661781 939987 2104069 1983436 2389367 3244922 LAWRENCE K FISH ATSUKO TOKO FISH X ABOUT FRESH 69 SHIRLEY STREET BOSTON MA 02119 N/A PC PROGRAM SUPPORT 10000 ACLU FOUNDATION OF MASSACHUSETTS 211 CONGRESS STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 30500 AMERICAN ACADEMY OF ARTS AND SCIENCES 136 IRVING STREET CAMBRIDGE MA 02138 N/A PC PROGRAM SUPPORT 1000 APPRENTICE LEARNING INC 743-745 CENTRE STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 12500 BOSTON AREA RAPE CRISIS CENTER 99 BISHOP RICHARD ALLEN DRIVE CAMBRIDE MA 02139 N/A PC PROGRAM SUPPORT 2000 BOSTON CHILDREN'S MUSEUM 308 CONGRESS STREET BOSTON MA 02210 N/A PC PROGRAM SUPPORT 10000 BOSTON CHINATOWN NEIGHBORHOOD CENTER INC 885 WASHINGTON STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 10000 BRAZILIAN WORKER CENTER 14 HARVARD AVENUE 2 ALLSTON MA 02134 N/A PC PROGRAM SUPPORT 51000 BRIDGE OVER TROUBLED WATER 47 WEST STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 200000 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 N/A PC PROGRAM SUPPORT 1000 CAPE COD FOUNDATION 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 N/A PC PROGRAM SUPPORT 10000 CENTER FOR REPRODUCTIVE RIGHTS 1634 EYE STREET WASHINGTON DC 20006 N/A PC PROGRAM SUPPORT 2000 CERES 99 CHAUNCY STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 1000 CHILD & FAMILY SERVICES INC 3057 ACUSHNET AVENUE NEW BEDFORD MA 02745 N/A PC PROGRAM SUPPORT 25000 COACHING FOR CHANGE 427 WINTHROP STREET UNIT A TAUTON MA 02780 N/A PC PROGRAM SUPPORT 10000 COLLEGE BOUND DORCHESTER 222 BOWDOIN STREET DORCHESTER MA 02122 N/A PC PROGRAM SUPPORT 2000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 7130 COMMUNITY PREPARATORY SCHOOL 135 PRAIRIE AVENUE PROVIDENCE RI 02905 N/A PC PROGRAM SUPPORT 5000 COMPANY ONE 539 TREMONT STREET BOSTON MA 02116 N/A PC PROGRAM SUPPORT 500 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 1500 ALZHEIMER'S DISEASE RESEARCH FOUNDATION DBA CURE ALZHEIMER'S FUND 34 WASHINGTON STREET SUITE 310 WELLESLEY HILLS MA 02481 N/A PC PROGRAM SUPPORT 10000 DE NOVO CENTER FOR JUSTICE AND HEALING INC 47 THORNDIKE STREET SUITE SB-LL-1 CAMBRIDGE MA 02141 N/A PC PROGRAM SUPPORT 84800 DOC WAYNE YOUTH SERVICES 25 KINGSTON STREET 4R BOSTON MA 02111 N/A PC PROGRAM SUPPORT 12500 DUET INC 50 MILK STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 36323 ELLIS MEMORIAL AND ELDREDGE HOUSE INC 58 BERKELEY STREET BOSTON MA 02116 N/A PC PROGRAM SUPPORT 537 EMERALD NECKLACE CONSERVANCY 350 JAMAICAWAY BOSTON MA 02130 N/A PC PROGRAM SUPPORT 2500 ENGLISH FOR NEW BOSTONIANS 105 CHAUNCY STREET BOSTON MA 02215 N/A PC PROGRAM SUPPORT 23721 EPIPHANY SCHOOL 154 CENTRE STREET BOSTON MA 02124 N/A PC PROGRAM SUPPORT 500 EVA CENTER 989 COMMONWEALTH AVENUE BOSTON MA 02215 N/A PC PROGRAM SUPPORT 1000 FOUND IN TRANSLATION 1532B DORCHESTER AVENUE BOSTON MA 02122 N/A PC PROGRAM SUPPORT 25000 GOLF FIGHTS CANCER 300 ARNOLD PALMER BLVD NORTON MA 02766 N/A PC PROGRAM SUPPORT 1000 HEALTH LAW ADVOCATES ONE FEDERAL STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 10000 HEALTH RESOURCES IN ACTION 95 BERKELEY STREET BOSTON MA 02116 N/A PC PROGRAM SUPPORT 1000 HOPEWELL INC 3 ALLIED DRIVE SUITE 308 DEDHAM MA 02026 N/A PC PROGRAM SUPPORT 31500 INSTITUTE FOR NONPROFIT PRACTICE 89 SOUTH STREET SUITE LL02 BOSTON MA 02111 N/A PC PROGRAM SUPPORT 110000 INSTITUTE OF CONTEMPORARY ART 25 HARBOR SHORE DRIVE BOSTON MA 02210 N/A PC PROGRAM SUPPORT 2000 JEWISH ALLIANCE OF GREATER RHODE ISLAND 401 ELMGROVE AVENUE PROVIDENCE RI 02906 N/A PC PROGRAM SUPPORT 2000 LAWRENCE ACADEMY PO BOX 992 GROTON MA 01450 N/A PC PROGRAM SUPPORT 4000 LAWRENCE COMMUNITY WORKS 168 NEWBURY STREET LAWRENCE MA 01841 N/A PC PROGRAM SUPPORT 8061 LAWYERS FOR CIVIL RIGHTS INC 61 BATTERMARCH STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 10000 MASIPHUMELELE CORPORATION PO BOX 290477 CHARLESTOWN MA 02129 N/A PC PROGRAM SUPPORT 1000 MASS ASSOCIATION FOR MENTAL HEALTH 50 FEDERAL STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 2000 MLAC - MASSACHUSETTS LEGAL ASSISTANCE CORPORATION 18 TREMONT STREET 1010 BOSTON MA 02108 N/A PC PROGRAM SUPPORT 50000 MOTHERS FOR JUSTICE AND EQUALITY 2201 WASHINGTON STREET BOSTON MA 02119 N/A PC PROGRAM SUPPORT 50000 OXFAM AMERICA 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 N/A PC PROGRAM SUPPORT 1000 PHILANTROPY MASSACHUSETTS INC 133 FEDERAL STREET 802 BOSTON MA 02110 N/A PC PROGRAM SUPPORT 7150 PHOENIX CHARTER ACADEMY NETWORK 60 CANAL STREET 4TH FLOOR BOSTON MA 02114 N/A PC PROGRAM SUPPORT 65000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVENUE BOSTON MA 02215 N/A PC PROGRAM SUPPORT 2000 PROJECT CITIZENSHIP 4 S MARKET ST BUILDING 3RD FLOOR BOSTON MA 02109 N/A PC PROGRAM SUPPORT 164177 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 N/A PC PROGRAM SUPPORT 10000 RIAN IMMIGRANT CENTER 1 STATE STREET 800 BOSTON MA 02109 N/A PC PROGRAM SUPPORT 245032 ROCA INC 101 PARK STREET CHELSEA MA 02150 N/A PC PROGRAM SUPPORT 50000 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 N/A PC PROGRAM SUPPORT 1000 SAFE HANDS ANIMAL RESCUE 2001 KENNEDY STREET NE MINNEAPOLIS MN 55413 N/A PC PROGRAM SUPPORT 500 SILVER LINING MENTORING 727 ATLANTIC AVENUE BOSTON MA 02111 N/A PC PROGRAN SUPPORT 2500 TECH GOES 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(MARY JANE HOUSE) 1822 KEEAUMOKU ST HONOLULU HI 96822 N/A PC PROGRAM SUPPORT 10000 ZOO NEW ENGLAND 149 POND STREET STONEHAM MA 02180 N/A PC PROGRAM SUPPORT 5000 OKINAWA INSTITUTE OF SCIENCE & TECHNOLOGY FOUNDATION (DBA OIST FOUNDATION) 1 BRIDGE ST STE 64 IRVINGTON NY 10533 N/A PC PROGRAM SUPPORT 10000 UNIVERSITY OF MASSACHUSETTS SCHOOL OF LAW 333 FAUNCE CORNER RD DARTMOUTH MA 02747 N/A GOV PROGRAM SUPPORT 1000 COMPASSIONATE CARE ALS (DAVID'S OLD SILVER SWIM) 52 HORSE SHOE LANE N FALMOUTH MA 02556 N/A PC PROGRAM SUPPORT 1000 CAPE COD HEALTHCARE 320 MAIN STREET HYANNIS MA 02601 N/A PC PROGRAM SUPPORT 1000 JAPAN SOCIETY OF BOSTON 50 MILK STREET BOSTON MA 02109 N/A PC PROGRAM SUPPORT 1000 CENTRO DE LOS DERECHOS DEL MIGRANTE INC 711 W 40TH ST 412 BALTIMORE MD 21211 N/A PC PROGRAM SUPPORT 1000 THE JEWISH FEDERATIONS OF NORTH AMERICA INC PO BOX 157 NEW YORK NY 10268 N/A PC PROGRAM SUPPORT 500 FRIENDS OF SOUTH FLORIDA MUSIC 6625 MIAMI LAKES DR 240 MIAMI LAKES FL 33014 N/A PC PROGRAM SUPPORT 250 A ZERO WASTE CULTURE 150 SE 25TH RD 5M MIAMI FL 33129 N/A PC PROGRAM SUPPORT 250 THE MIAMI FOUNDATION INC (FILL A BAG) 40 NW 3RD ST 305 MIAMI FL 33128 N/A PC PROGRAM SUPPORT 500 THE CUSHMAN SCHOOL 592 NE 60TH ST MIAMI FL 33137 N/A PC PROGRAM SUPPORT 1000 BROOKLINE FOOD PANTRY 210 HARVARD ST BROOKLINE MA 02446 N/A PC PROGRAM SUPPORT 500 2618556 0 14 1302 523000 1293 14 167248 523000 4130 18 1483059 FROM GREENLEA LANE CAPITAL PARTNERS,LP K-1 14 -11597 FROM ACACIA CONSERVATION FUND, LP K-1 523000 -159 14 -7060 FROM SPRUCE HOUSE PARTNERSHIP,LP K-1 523000 14356 14 -46177 FROM SPRUCE HOUSE PARTNERSHIP,LP K-1-NONDEDUCTIBLE EXPENSES 14 -41 FROM KIG INVESTMENT PARTNERSHIP LP K-1 14 -64463 FROM NEW ENGLAND REALTY ASSOCIATES,LP K-1 523000 423 14 803 FROM ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES LP K-1 523000 -63 14 -4083 FROM ROCKEFELLER ALT. STRATEGIES FUND QP LP K-1 14 -28 FROM ACACIA CONSERVATION FUND, LP K-1-NONDEDUCTIBLE EXPENSES 14 -28 19980 1518935 0 1538915 0 0 0 0 0 0 0 0 0 0 X X 1 LAWRENCE AND ATSUKO FISH 2 COMMONWEALTH AVE STE 16F BOSTON MA 02116 1689884 X 2 TIFFANY AND COMPANY 15 SYLVAN WAY PARSIPPANY NJ 07054 40000 X 1 296 SHARES OF AMAZON.COM INC STOCK 1104497 2021-07-08 1 159 SHARES OF AMAZON.COM STOCK 585387 2021-07-14 TAX PREPARATION FEES 20000 10000 10000 GRANTMAKING SOFTWARE 2021-10-15 7438 36.000000000000 1860 0 1860 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. INTERACTIVE BROKERS 14017 14017 FIDELITY CORPORATE BONDS 441038 441038 INTERACTIVE BROKERS 738161 738161 FIDELITY CORPORATE STOCKS 74066 74066 1992765 1992765 0 0 ROCKEFELLER ALT. STRATEGIES FUND LP FMV 6743 6743 KIG INVESTMENT PARTNERSHIP L.P. FMV 1818612 1818612 THE SPRUCE HOUSE PARTNERSHIP FMV 1686746 1686746 ACACIA CONSERVATION FUND, L.P. 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