RENEE B FISHER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RENEE B FISHER FOUNDATION (EIN 06-0952015)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-19
IRS object ID
202541399349100534
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-19T16:47:01-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271329764PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KVLSM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 CROSSWAYS PARK DR STE CAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117972055ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060952015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENEE B FISHER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRENEBusinessNameControlTxt
Phone6508148805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 SAN FRANCISCO TERRACEAddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELLEY FISHKINPersonNm
Person TitlePRES & DIRPersonTitleTxt
Phone5164874070PhoneNum
Signature2025-05-08SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY LIPNER CPAPreparerPersonNm
PTINP00749201PTIN
Phone5162940400PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,722,320FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,579InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,579InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,579InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$356,561DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,561DividendsNetInvstIncmAmt
Dividends Adj Net Incm$356,561DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,178,345NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,891,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,356CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,536,485TotalRevAndExpnssAmt
Total Net Invst Incm$359,496TotalNetInvstIncmAmt
Total Adj Net Incm$358,140TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$9,750AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,161TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$181,376OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$180,982OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$194,287TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$180,982TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,197,707ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,197,707ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,391,994TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$180,982TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,197,707TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$144,491ExcessRevenueOverExpensesAmt
Net Investment Income$178,514NetInvestmentIncomeAmt
Adjusted Net Income$358,140AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$84,734CashBOYAmt
Cash EOY$93,736CashEOYAmt
Cash EOYFMV$93,736CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,568,553SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,327,067SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,327,067SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$5,479,511USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,856,486USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$22,301,517USGovtObligationsEOYFMVAmt
Total Assets BOY$7,132,798TotalAssetsBOYAmt
Total Assets EOY$7,277,289TotalAssetsEOYAmt
Total Assets EOYFMV$23,722,320TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,132,798NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,277,289NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,132,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,277,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,132,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,277,289TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,132,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$144,491ExcessRevenueOverExpensesAmt
Subtotal$7,277,289SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,277,289TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,356CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,481InvestmentIncomeExciseTaxAmt
Subtotal$2,481SubtotalAmt
Tax Based On Investment Income$2,481TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$139EsPenaltyAmt
Overpayment$2,380OverpaymentAmt
Applied To ES Tax$2,380AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCP FISHERIndividualWithBooksNm
Phone5164874070PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 365AddressLine1Txt
CityGREENS FARMSCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06436ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHELLEY FISHKIN
807 SAN FRANCISCO TERRACESTANFORDCA94305PRES & DIR000.00$0$0$0
JAMES FISHKIN
807 SAN FRANCISCO TERRACESTANFORDCA94305DIRECTOR000.00$0$0$0
CAROL FISHER
PO BOX 365GREENS FARMSCT06436DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,092,651AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,234,575AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,327,226TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$22,327,226AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$334,908CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,992,318NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,099,616MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,099,616MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,481TaxBasedOnInvestmentIncomeAmt
Total Tax$2,481TotalTaxAmt
Distributable Before Adj$1,097,135DistributableBeforeAdjAmt
Distributable Before Ded$1,097,135DistributableBeforeDedAmt
Distributable As Adjusted$1,097,135DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,197,707ExpensesAndContributionsAmt
Qualifying Distributions$1,197,707QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,097,135DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$146,041ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$162,749ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$330,841ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$146,806ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$786,437TotalExcessDistributionCyovAmt
Qualifying Distributions$1,197,707QualifyingDistributionsAmt
Applied To Current Year$1,097,135AppliedToCurrentYearAmt
Remaining Distri From Corpus$100,572RemainingDistriFromCorpusAmt
Total Corpus$887,009TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$146,041ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$740,968ExcessDistriCyovToNextYrAmt
Excess From Year4$162,749ExcessFromYear4Amt
Excess From Year2$330,841ExcessFromYear2Amt
Excess From Year1$146,806ExcessFromYear1Amt
Excess From Current Year$100,572ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHELLEY FISHKINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1807 SAN FRANCISCO TERRACEAddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5162940400RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY FOUNDATION OF G
70 AUDUBON STNEW HAVENCT06510DONATION$450,000
FEMINIST MAJORITY FOUNDATION
1600 WILSON BLVD STE 801ARLINGTONVA22209DONATION$40,000
MEDIA UPPER PROVIENCE LIBRARY
1 E FRONT STMEDIAPA19063DONATION$2,500
PEQUOT LIBRARY
720 PEQUOT AVESOUTHPORTCT06890DONATION$25,207
SILICON VALLEY COMMUNITY FOUNDATION
2440 WEST EL CAMINO REALMT VIEWCA94040DONATION$650,000
SEATTLE PUBLIC LIBRARY
1000 4TH AVESEATTLEWA98104DONATION$15,000
MARK TWAIN PROJECT
UNIVERSITY OF CALIFORNIABERKELEYCA94720DONATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,197,707TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,579ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$356,561ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,178,345RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$358,140ExclusionAmt
Related Or Exempt Function Incm$1,178,345RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,536,485TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$9,750Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
UNITED STATES TREASURY BILLPURCHASE$328,000$320,324$7,676
RIO TINTO ADRPURCHASE$35,410$19,063$16,347
TELADOC HEALTH INCPURCHASE$6,057$59,509-$53,452
APPLE INCPURCHASE$180,389$389$180,000
CUBESMART DISCRETION EXERCISEDPURCHASE$41,490$23,611$17,879
HUBBELL INCPURCHASE$38,361$8,246$30,115
JANUX THERAPEUTICS INCPURCHASE$42,526$28,236$14,290
PRESTIGE CONSMR HEALTHCARE INCPURCHASE$32,205$6,581$25,624
SPRINGWORKS THERAPEUTICS INCPURCHASE$72,895$58,429$14,466
AMR CORPPURCHASE$4,285-$4,285
AMR CORPPURCHASE$3,530-$3,530
VISTRA CORPPURCHASE$45,812$9,188$36,624
BANK OF MONTREALPURCHASE$33,051$20,988$12,063
BURFORD CAPITAL LTDPURCHASE$26,424$30,720-$4,296
VISTRA CORPPURCHASE$18,550$2,558$15,992
ADVENT CONV & INCOME FD RTS EXPPURCHASE$101$101
PETIQ INCPURCHASE$93,000$77,978$15,022
ITERIS INCPURCHASE$14,400$6,820$7,580
APPLE INCPURCHASE$99,602$173$99,429
APPLE INCPURCHASE$781,377$1,244$780,133
EZENIA INCPURCHASE$1,441-$1,441
EZENIA INCPURCHASE$6,037-$6,037
EZENIA INCPURCHASE$4,387-$4,387
PACIFIC VENTURES GROUP INC.PURCHASE$11,869-$11,869
OI S APURCHASE
OI S A PFDPURCHASE$7,055-$7,055

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$5,856,486StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$22,301,517StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
CUSTODIAL FEES$180,982$180,982
BANK CHARGES$394

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$3,161Amt

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