FISHER KOCH FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FISHER KOCH FAMILY FOUNDATION INC (EIN 47-2712913)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-18
- IRS object ID
- 202522619349100802
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-18T11:30:57-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133573805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARASH FRIEDMAN FRIEDBERG & ADASKO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472712913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISHER KOCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISH | BusinessNameControlTxt |
| Phone | 6172836631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BFFA 1430 BROADWAY 1208 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA A FISHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6172836631 | PhoneNum |
| Signature | 2025-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY PERSAMPIERI | PreparerPersonNm |
| PTIN | P00292455 | PTIN |
| Phone | 2126964600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,895,248 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,026,869 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $196,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,440,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,477,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,440,990 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,664,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,637,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,361,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,361,919 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,390,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,361,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,725,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,631,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,523 | CashBOYAmt |
| Cash EOY | $111,921 | CashEOYAmt |
| Cash EOYFMV | $111,921 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,237,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,783,327 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $61,239,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,895,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $61,239,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $131,511 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,239,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,239,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,239,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,725,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,513,782 | SubtotalAmt |
| Other Decreases | $44,382,271 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD - THRU FIDELITY | P | 2024-02-02 | $100,613 | $97,342 | $3,271 | $3,271 |
| VANGUARD - THRU FIDELITY | P | 2023-11-20 | $81,734 | $77,652 | $4,082 | $4,082 |
| VANGUARD - THRU FIDELITY | P | 2023-11-20 | $19,508 | $15,846 | $3,662 | $3,662 |
| VANGUARD - THRU FIDELITY | P | 2024-02-02 | $10,910,300 | $7,821,581 | $3,088,719 | $3,088,719 |
| TRANSFER OF VANGUARD INDEX FDS | P | 2024-05-31 | $13,788,475 | $8,972,321 | $4,816,154 | $4,816,154 |
| THRU FIDELITY | P | 2023-12-26 | $138,861 | $134,675 | $4,186 | $4,186 |
| THRU FIDELITY | P | 2024-02-06 | $4,264,716 | $3,855,106 | $409,610 | $409,610 |
| THRU FIDELITY | P | 2024-05-31 | $5,173,444 | $5,062,138 | $111,306 | $111,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,440,990 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $119,972 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $119,972 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $119,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,087 | EsPenaltyAmt |
| Tax Due | $121,059 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BFFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172836631 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 BROADWAY SUITE 1208 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA A FISHER | ||||||||
| C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHARLES J KOCH | ||||||||
| C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,994,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,152,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,152,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $737,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,415,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,420,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,420,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119,972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $119,972 | TotalTaxAmt |
| Distributable Before Adj | $2,300,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,300,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,300,806 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,361,919 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,361,919 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,300,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $149,354 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $149,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,361,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,300,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,061,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,210,467 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $149,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,061,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,061,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOSTERS OUTRIDERS FND | ||||||
| 115 E SNOW KING AVE | JACKSON | WY | 83001 | 501C3 | SUPPORT OF THE ORGANIZATION | $50,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1960 NORTH SWINTON AVENUE | DELRAY BEACH | FL | 33444 | 501C3 | SUPPORT THE FOUNDATION | $10,000,000 |
| SCHWAB DONOR ADVISED CHARITABLE FUND | ||||||
| PO BOX 121147 | NASHVILLE | TN | 37212 | 501C3 | SUPPORT OF ORGANIZATION | $23,961,919 |
| MYRIAD USA | ||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | 501C3 | SUPPORT THE FOUNDATION | $250,000 |
| THE SANDERS INSTITUTE | ||||||
| 131 CHURCH STREET 2ND FLOOR | BURLINGTON | VT | 05401 | 501C3 | SUPPORT THE ORGANIZATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,361,919 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $196,822 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,440,990 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,637,812 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,637,812 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS EARNED ON TEMPORARY INVESTMENTS |
| 8 | CAPITAL GAIN |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (27 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CYNTHIA FISHER | ||||||
| 1 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $386,332 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 2 | C/O BFFA 1430 BROADWAY SUITE 1208 | PALM BEACH | NY | 10022 | $325,028 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 3 | C/O BFFA 1430 BROADWAY SUITE 1208 | PALM BEACH | NY | 10022 | $606,179 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 4 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $580,150 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 5 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $100,698 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 6 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $718,336 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 7 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $336,009 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 8 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $1,232,007 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 9 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $100,678 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 10 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $184,400 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 11 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $120,759 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 12 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $200,220 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 13 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $178,042 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 14 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $632,850 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 15 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $5,504 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 16 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $6,847 | Yes (X) |
| CHARLES J KOCH | ||||||
| 17 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $235,966 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 18 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $144,139 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 19 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $146,664 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 20 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $554,076 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 21 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $181,190 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 22 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $381,219 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 23 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $414,360 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 24 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $271,326 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 25 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $593,760 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 26 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $251,992 | Yes (X) |
| CYNTHIA FISHER | ||||||
| 27 | C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 10022 | $138,138 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (27 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3022 SHARES BLACKSTONE | $386,332 | 2024-02-08 |
| 2 | 6814 SHARES CISCO SYSTEMS | $325,028 | 2023-12-06 |
| 3 | 24874 SHARES DEUTSCHE TELEKOM | $606,179 | 2023-12-06 |
| 4 | 1779 SHARES HOME DEPOT INC | $580,150 | 2023-12-06 |
| 5 | 684 SHARES ALPHABET C | $100,698 | 2024-02-08 |
| 6 | 6412 SHARES ORACLE CORP | $718,336 | 2023-12-06 |
| 7 | 3181 SHARES MERCK & CO | $336,009 | 2023-12-06 |
| 8 | 4574 SHARES AMGEN INC | $1,232,007 | 2023-12-06 |
| 9 | 690 SHARES ALPHABET A | $100,678 | 2024-02-08 |
| 10 | 500 SHARES MICROSOFT | $184,400 | 2023-12-06 |
| 11 | 442 SHARES EATON | $120,759 | 2024-02-08 |
| 12 | 426 SHARES META | $200,220 | 2024-02-08 |
| 13 | 1440 SHARES AMERICAN WATER WORKS | $178,042 | 2024-02-12 |
| 14 | 7500 SHARES CANADIAN PAC | $632,850 | 2024-02-12 |
| 15 | 100 SHARES CORTEVA | $5,504 | 2024-02-12 |
| 16 | 100 SHARES DUPONT DE NYMOURS | $6,847 | 2024-02-12 |
| 17 | 8901 SHARES ENTERPRISE | $235,966 | 2024-02-12 |
| 18 | 4015 SHARES ESSENTIAL UTILS | $144,139 | 2024-02-12 |
| 19 | 600 SHARES FEDEX | $146,664 | 2024-02-12 |
| 20 | 3600 SHARES FIDELITY MSCI | $554,076 | 2024-02-12 |
| 21 | 395 SHARES MASTERCARD | $181,190 | 2024-02-12 |
| 22 | 6816 SHARES MONSTER | $381,219 | 2024-02-12 |
| 23 | 7200 SHARES NEXTERA | $414,360 | 2024-02-12 |
| 24 | 2842 SHARES STARBUCKS | $271,326 | 2024-02-12 |
| 25 | 2400 SHARES UNION PAC | $593,760 | 2024-02-12 |
| 26 | 1709 SHARES UNITED PARCEL | $251,992 | 2024-02-12 |
| 27 | 300 SHARES VANGUARD 500 | $138,138 | 2024-02-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $6,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN UNREALIZED GAINS | Desc |
| Amt | $44,382,271 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX | $21,356 | $0 | $0 |
| FOREIGN TAXES | $261 | $0 | $0 |
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