AGE FISHER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AGE FISHER FOUNDATION (EIN 84-2644746)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202542949349100024
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T13:48:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PARKWAY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950085071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842644746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGE FISHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGEF | BusinessNameControlTxt |
| Phone | 4083986399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 CHATEAU DR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF FISHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4083986399 | PhoneNum |
| Signature | 2025-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Preparation | 2025-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $82,744,036 | 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 | $22,318,720 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $480,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $480,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,557,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,091,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,557,518 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,356,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,038,087 | 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 | $13,054 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,527 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,527 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,947 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $475 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,118,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,118,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,328,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,125,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,027,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,959,613 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,518 | CashBOYAmt |
| Cash EOY | $311,828 | CashEOYAmt |
| Cash EOYFMV | $311,828 | CashEOYFMVAmt |
| Corporate Stock BOY | $19,859,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,608,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,608,682 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,639,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,823,526 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,823,526 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,586,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,744,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,744,036 | 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 | $27,586,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,744,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,586,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,744,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,586,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,744,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,586,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,027,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,129,719 | OtherIncreasesAmt |
| Subtotal | $82,744,036 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,744,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2024-12-31 | $13,973,964 | $415,269 | $13,558,695 | $13,558,695 |
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $117,183 | $118,360 | -$1,177 | -$1,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,557,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $215,431 | 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 | $215,431 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,392 | OverpaymentAmt |
| Applied To ES Tax | $21,392 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 4085587500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PARKWAY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950085071 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D FISHER | ||||||||
| 1204 CHATEAU DR | SAN JOSE | CA | 95120 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDITH B FISHER | ||||||||
| 1204 CHATEAU DR | SAN JOSE | CA | 95120 | SECRETARY/DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SCHWAB WAY | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $71,947 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $59,221,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $665,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,886,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,886,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $898,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,988,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,949,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,949,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194,039 | TotalTaxAmt |
| Distributable Before Adj | $2,755,365 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,755,365 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,755,365 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,125,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,125,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,755,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,078,764 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,125,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,078,764 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,708,714 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY D FISHER | ContributingManagerNm |
| Contributing Manager | EDITH B FISHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILITYPATH | ||||||
| 350 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | PC | SUPPORT SERVICES FOR CHILDREN, ADULTS, AND SENIORS WITH DEVELOPMENTAL DISABILITIES | $15,000 |
| ACDS INC | ||||||
| 4 FERN PLACE | PLAINVIEW | NY | 11803 | PC | GENERAL SUPPORT | $15,800 |
| ALMADEN COUNTRY DAY SCHOOL | ||||||
| 6835 TRINIDAD DRIVE | SAN JOSE | CA | 95120 | PC | ANNUAL GIVING CAMPAIGN | $25,000 |
| ALS ASSOCIATION | ||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | PC | ALS FOUNDATION | $500 |
| THE FAMILY GIVING TREE | ||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | PC | GENERAL SUPPORT | $10,000 |
| CAMP CASCO | ||||||
| PO BOX 330 | SUDBURY | MA | 01776 | PC | SUMMER CAMP EXPERIENCE FOR CHILDREN WITH CANCER | $1,000 |
| VIA REHABILITATION SERVICES INC | ||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | PC | CAMP EXPERIENCE FOR INDIVIDUALS WITH DISABILITES AND SPECIAL NEEDS | $400,000 |
| CAN-DO COMPASSION INTO ACTION NETWORK DIRECT OUTCOME | ||||||
| 578 WASHINGTON BOULEVARD SUITE 390 | MARINA DEL REY | CA | 90292 | PC | NONPROFIT PROVIDES CRITICAL AID TO HUMANITARIAN CRISES | $500 |
| CHP 11-99 FOUNDATION | ||||||
| 3188 AIRWAY AVENUE SUITE C | COSTA MESA | CA | 92626 | PC | GENERAL SUPPORT | $500 |
| CONNECTIONS EDUCATION CENTER OF THE PALM BEACHES | ||||||
| 1310 OLD CONGRESS AVENUE | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $60,000 |
| FRIENDSHIP CIRCLE | ||||||
| 6892 W MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | PC | SUPPORTS INDIVIDUALS AND THEIR FAMILIES WITH SPECIAL NEEDS | $10,000 |
| PAYPAL GIVING FUND | ||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | PC | HELPS PEOPLE SUPPORT THEIR FAVORITE CHARITIES ONLINE | $10,204 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 3RD AVENUE FLOOR 3 | NEW YORK CITY | NY | 10017 | PC | RESEARCH AND NONPROFIT FOR MULTIPLE SCLEROSIS CONDITION | $530 |
| NETWORK FOR GOOD INC | ||||||
| 655 15TH STREET NW SUITE 650 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $5,000 |
| PRESENTATION HIGH SCHOOL | ||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | PC | COLLEGE PREPATORY GIRLS SCHOOL | $5,241 |
| PURDUE FOR LIFE FOUNDATION | ||||||
| 912 MITCH DANIELS BLVD W | LAFAYETTE | IN | 47906 | PC | SCHOLARSHIP - ENDOWMENT AND SUPPORT ACCOUNT | $525,000 |
| SECOND HARVEST OF SILICON VALLEY | ||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PC | NONPROFIT FOOD BANK | $5,182 |
| ST HELENA HOSPITAL FOUNDATION | ||||||
| 10 WOODLAND ROAD | ST HELENA | CA | 94574 | PC | PHILANTHROPIC SUPPORT FOR ADVENTIST HEALTH ST. HELENA | $1,890 |
| VALLEY ADAPTIVE SPORTS INC | ||||||
| 9290 EDGEWOOD LANE | VICTOR | ID | 83455 | PC | YOUTH TEAM SPORTS | $25,000 |
| WASHINGTON TOWNSHIP SCHOOLS FOUNDATION | ||||||
| 8550 WOODFIELD CROSSING BOULEVARD | INDIANAPLOIS | IN | 46240 | PC | ADVANCE PUBLIC EDUCATION THROUGH VARIOUS INITIATIVES | $2,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,118,413 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $480,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,557,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,038,087 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,038,087 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY D FISHER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 CHATEAU DRIVE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,318,720 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NVIDIA STOCK | NoncashPropertyDesc |
| Fair Market Value | $22,318,720 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,054 | Amt |
| Net Investment Income | $6,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,527 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NVDIA CORP | StockNm |
| EOY Book Value | $61,608,682 | EOYBookValueAmt |
| EOYFMV | $61,608,682 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES BROAD USD HG YLD | FMV | $1,666,348 | $1,666,348 |
| ISHARES CORE S&P | FMV | $627,992 | $627,992 |
| ISHARES CORE US | FMV | $4,158,080 | $4,158,080 |
| SCHWAB EMERGING MARKETS | FMV | $1,244,875 | $1,244,875 |
| SCHWAB INTERNATIONAL | FMV | $2,920,878 | $2,920,878 |
| SCHWAB US BROAD MARKET | FMV | $6,445,150 | $6,445,150 |
| VANGUARD REAL ESTATE | FMV | $1,266,852 | $1,266,852 |
| VANGUARD INTERMEDIATE | FMV | $2,493,351 | $2,493,351 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE CHARITABLE FILING FEE | Desc |
| Revenue And Expenses Per Books | $475 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $20,129,719 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $71,947 | Amt |
| Net Investment Income | $71,947 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $125,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |