AGE FISHER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AGE FISHER FOUNDATION (EIN 84-2644746)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-21
- IRS object ID
- 202642649349100419
- Schema version
- 2025v4.2
- 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 | 2026-09-21T11:47:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 300 SANTANA ROW STE 300 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Preparation | 2026-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,175,845 | 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 | $20,482,843 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $780,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $780,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,225,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,561,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,225,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,488,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,005,266 | 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 | $34,459 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,230 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $807 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,253,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,253,961 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,453,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,271,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,034,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,902,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,828 | CashBOYAmt |
| Cash EOY | $52,098 | CashEOYAmt |
| Cash EOYFMV | $52,098 | CashEOYFMVAmt |
| Corporate Stock BOY | $61,608,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,800,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,800,091 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $20,823,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,323,656 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,323,656 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $82,744,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,175,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,175,845 | 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 | $82,744,036 | RetainedEarningBOYAmt |
| Retained Earning EOY | $128,175,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,744,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,175,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,744,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,175,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,744,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,034,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,397,454 | OtherIncreasesAmt |
| Subtotal | $128,175,845 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,175,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $15,561,641 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,336,390 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,225,251 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,225,251 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,225,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $151,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $151,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $151,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,165 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $108,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $208,165 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56,620 | OverpaymentAmt |
| Applied To ES Tax | $56,620 | 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 | $85,527 | 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 | $99,868,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,163,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,163,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,502,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,660,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,933,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,933,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151,545 | TotalTaxAmt |
| Distributable Before Adj | $4,781,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,781,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,781,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,271,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,271,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,781,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,708,714 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,271,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,708,714 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $563,284 | 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 | $4,218,204 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALMADEN COUNTRY DAY SCHOOL | ||||||
| 6835 TRINIDAD DRIVE | SAN JOSE | CA | 95120 | PC | TO PROVIDE A GIFTED EDUCATION FOR EVERY CHILD, PRE-SCHOOL THROUGH JUNIOR HIGH. | $27,500 |
| CAMP VIA WEST | ||||||
| 350 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | PC | CAMP FOR INDIVIDUALS WITH DISABILITIES AND SPECIAL NEEDS | $100,000 |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | ||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | PC | ENHANCE THE QUALITY OF LIFE WITHIN ORANGE COUNTY BY ELIMINATING AND PREVENTING THE CAUSES AND EFFECTS OF POVERTY BY MOBILIZING AND DIRECTING RESOURCES | $10,000 |
| CHARLES ARMSTRONG SCHOOL | ||||||
| 1405 SOLANA DRIVE | BELMONT | CA | 94002 | PC | SCHOOL FOR STUDENTS WITH DYSLEXIA AND LEARNING DIFFERENCES IN BAY AREA | $5,182 |
| CONNECTIONS EDUCATION CENTER OF THE PALM BEACHES | ||||||
| 1310 OLD CONGRESS AVENUE | WEST PALM BEACH | FL | 33409 | PC | HIGH QUALITY, SPECIALIZED INSTRUCTION TO STUDENTS WITH AUTISM IN PALM BEACH COUNTY | $50,000 |
| THE GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | PC | END HUNGER IN EASTERN MASSACHUSETTS | $10,000 |
| PURDUE RESEARCH FOUNDATION | ||||||
| 128 WIN HENTSCHEL BOULEVARD | WEST LAFAYETTE | IN | 47906 | PC | ADVANCES THE MISSION OF PURDUE UNIVERSITY | $3,000,000 |
| SECOND HARVEST OF SILICON VALLEY | ||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PC | LEAD COMMUNITY TO ENSURE THAT ANYONE WHO NEEDS A HEALTHY MEAL CAN GET ONE. | $10,000 |
| VALLEY ADAPTIVE SPORTS | ||||||
| 9290 EDGEWOOD LANE | VICTOR | ID | 83455 | PC | SUPPORT RECREATION OPPORTUNITIES FOR PEOPLE WITH DISABILITIES | $10,000 |
| WORLD CENTRAL KITCHEN | ||||||
| PMB 2124 2001 L STREET NW | WASHINGTON | DC | 20036 | PC | EMERGENCY FOOD RELIEF EFFORTS | $5,000 |
| WASHINGTON TOWNSHIP SCHOOLS FOUNDATION | ||||||
| 8550 WOODFIELD CROSSING BOULEVARD | INDIANAPLOIS | IN | 46240 | PC | CLASSROOM SUPPORT FOR THE METROPOLITAN SCHOOL DISTRICT OF WASHINGTON TOWNSHIP | $2,066 |
| FAMILY GIVING TREE | ||||||
| 280 MARTIN AVENUE SUITE 6 | SANTA CLARA | CA | 95050 | PC | FULFILL THE WISHES OF CHILDREN IN NEED WHILE INSPIRING PHILANTHROPY, KINDNESS, AND VOLUNTEERISM | $9,000 |
| EVELYN DUNLAP FOUNDATION | ||||||
| 7315 MEADOW POINT DRIVE | STONE MOUNTAIN | GA | 30087 | PC | SUPPORTS HIGHER EDUCATION AND FIGHTING HUNGER THROUGH SCHOLARSHIP PROGRAMS, CHARITABLE EVENTS, AND COMMUNITY PARTNERSHIPS | $5,000 |
| LYNN UNIVERSITY | ||||||
| 3601 NORTH MILITARY TRAIL | BOCA RATON | FL | 33431 | PC | GENERAL SUPPORT - PRIVATE UNIVERSITY | $5,000 |
| PRESENTATION HIGH | ||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | PC | GENERAL SUPPORT - INDEPENDENT COLLEGE PREPATORY SCHOOL IN SJ EMPOWERING YOUNG WOMEN | $5,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,253,961 | 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 | $780,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,225,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,005,266 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,005,266 | 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 | $20,482,843 | 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 | $20,482,843 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,459 | Amt |
| Net Investment Income | $17,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,230 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NVDIA CORP | StockNm |
| EOY Book Value | $95,800,091 | EOYBookValueAmt |
| EOYFMV | $95,800,091 | 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 | $2,598,668 | $2,598,668 |
| ISHARES CORE S&P | FMV | $960,132 | $960,132 |
| ISHARES CORE US | FMV | $6,486,649 | $6,486,649 |
| SCHWAB EMERGING MARKETS | FMV | $1,624,153 | $1,624,153 |
| SCHWAB INTERNATIONAL | FMV | $4,193,049 | $4,193,049 |
| SCHWAB US BROAD MARKET | FMV | $11,601,980 | $11,601,980 |
| VANGUARD REAL ESTATE | FMV | $969,116 | $969,116 |
| VANGUARD INTERMEDIATE | FMV | $3,889,909 | $3,889,909 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $7 | $0 | $7 |
| STATE CHARITABLE FILING FEE | $800 | $0 | $800 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $17,397,454 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $85,527 | Amt |
| Net Investment Income | $85,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $79,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |