2026-07-24T14:58:52-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 872873601 Fisher Family Charitable Foundation % Foundation Source FISH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 David Fisher III President 8008391754 2026-07-14 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 5538297 X 0 X 1445 1445 134665 134665 127729 971177 225989 409 203 264248 362302 0 22583 22583 13300 27777 6092 21521 63660 28675 21521 220476 220476 284136 28675 241997 -19888 333627 0 53062 205345 205345 1287 1287 1287 245231 100161 104737 4101275 3553362 4006803 538617 1105662 1220125 4938185 4965817 5538297 0 0 X 4938185 4965817 4938185 4965817 4938185 4965817 4938185 -19888 47520 4965817 4965817 Publicly-traded Securities 971177 745188 225989 225989 225989 4637 4637 4637 6708 0 6708 X 0 2071 2071 0 false false false false false false false true true DE true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false David Nichols Fisher III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 4142292 48284 1050735 5241311 0 5241311 78620 5162691 258135 258135 4637 4637 253498 253498 253498 241997 0 0 0 0 241997 253498 46407 2023 2022 2021 241997 46407 195590 0 0 57908 0 0 David Nichols Fisher III X Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC Charitable Event 10000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 N/A PC Fisher Family Fund (SEE GENERAL EXPLANATION) 210476 220476 14 1445 14 134665 18 127729 K-1 Inc/Loss 525990 206 14 203 206 264042 264248 false false false false false false false false false false IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $184,876 TOTAL BOOK VALUE OF PROPERTY: $137,356 TOTAL CASH PORTION OF GRANTS: $25,600 TOTAL AMOUNT OF GRANTS: $210,476 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $47,520 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: PROCTER GAMBLE CO UNITS: 188 DATE OF DISTRIBUTION: 1/2/2025 GRANT RECIPIENT: NATIONAL PHILANTHROPIC TRUST FMV OF PROPERTY: $31,454 BOOK VALUE OF PROPERTY: $31,807 CASH PORTION OF GRANT: $25,600 TOTAL AMOUNT OF GRANT: $57,054 DESCRIPTION OF PROPERTY: SPDR S&P 500 ETF TRUST UNITS: 38 DATE OF DISTRIBUTION: 1/2/2025 GRANT RECIPIENT: NATIONAL PHILANTHROPIC TRUST FMV OF PROPERTY: $22,261 BOOK VALUE OF PROPERTY: $19,103 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $22,261 DESCRIPTION OF PROPERTY: SPROTT PHYSICAL GOLD AND SILVER TRUST UNITS: 2772 DATE OF DISTRIBUTION: 4/30/2025 GRANT RECIPIENT: NATIONAL PHILANTHROPIC TRUST FMV OF PROPERTY: $80,540 BOOK VALUE OF PROPERTY: $50,333 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $80,540 DESCRIPTION OF PROPERTY: SPDR S&P 500 ETF TRUST UNITS: 68 DATE OF DISTRIBUTION: 5/20/2025 GRANT RECIPIENT: NATIONAL PHILANTHROPIC TRUST FMV OF PROPERTY: $40,244 BOOK VALUE OF PROPERTY: $28,070 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $40,244 DESCRIPTION OF PROPERTY: SPDR S&P 500 ETF TRUST UNITS: 16 DATE OF DISTRIBUTION: 9/8/2025 GRANT RECIPIENT: NATIONAL PHILANTHROPIC TRUST FMV OF PROPERTY: $10,377 BOOK VALUE OF PROPERTY: $8,043 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,377 Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. FIDELITY 500 INDEX FUND 499258 564891 FINANCIAL SELECT SECTOR SPDR F 76959 84784 ISHARES BONDS DEC 2027 CORP ET 85264 87602 JPMORGAN BETA BUILDERS EUROPE 11006 12461 JPMORGAN BETABUILDERS CANADA E 42970 53847 JPMORGAN BETABUILDERS DEVELOPE 32463 35582 JPMORGAN BETABUILDERS JAPAN ET 87415 99392 PIMCO FUNDAMENTAL INDEXPLUS TR 269916 344520 PIMCO INCOME FUND 634307 664661 SELECT SECTOR SPDR INDUSTRIAL 10982 12254 SIX CIRCLES MANAGED EQUITY INT 415123 495366 SIX CIRCLES MANAGED EQUITY US 1017558 1150119 SPDR BLOOMBERG BARCLAYS HYB ET 170987 181588 SPDR S&P 500 ETF TRUST 47538 64782 VANGUARD TOTAL BOND MARKET ETF 151616 154954 100161 104737 ANKONA CAPITAL PARTNERS II, L. 141851 194348 FORTRESS CREDIT REALTY INCOME 265543 263906 KLIMA CAPITAL I OFFSHORE LP - 250000 260686 RHEYA INCORPORATED, DBA SOSHE 200000 200000 STONEPEAK PLUS INFRA FUND 248268 301185 Administrative Fees 21496 21496 K-1 Exp ANKONA CAPITAL PARTNER 5811 5647 K-1 Exp STONEPEAK PLUS INFRA F 445 445 State or Local Filing Fees 25 25 K-1 Inc/Loss ANKONA CAPITAL PARTNERS II, L.P 409 203 GRANT OF PUBLICLY TRADED SECURITIES 47520 Investment Management Services 22583 22583 990-PF Estimated Tax for 2025 6500 990-PF Extension for 2024 6800