Nonprofit · EIN 04-6899625
FISHER FAMILY FOUNDATION
Also known as ROSENBAUM LISA T TTEE
Tax-exempt · NEWTON, MA 02460
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $851,108 | $375,716 | $475,392 | $16,908,897 | $0 | $16,908,897 |
| December 31, 2023 | 990-PF | -$2,374,106 | $1,339,430 | -$3,713,536 | $16,433,505 | $0 | $16,433,505 |
| December 31, 2022 | 990-PF | -$9,551,493 | $1,698,568 | -$11,250,061 | $20,147,041 | $0 | $20,147,041 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $265
- Dividends
- $296,265
- Interest
- $3
- Net gain from sales of assets
- $544,258
- Other income
- $10,317
Expenses
- Grants and similar amounts paid
- $52,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $61,783
- Excise tax on investment income
- $7,463
Balance sheet and other
- Total assets, start of year
- $16,433,505
- Total assets, end of year
- $16,908,897
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,908,897
- Fair market value of assets
- $32,864,489
- Qualifying distributions
- $61,783
- Net investment income
- $850,843
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD FISHER 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
| LISA ROSENBAUM 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD FISHER 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
| LISA ROSENBAUM 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD FISHER 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
| LISA ROSENBAUM 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
| MATTHEW FISHER 99 KIRKSTALL ROAD, NEWTON, MA 02460 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 99 KIRKSTALL RD, NEWTON, MA 02460-2245
- Signed the 990-PF
- LISA ROSENBAUM, TRUSTEE
- Phone
- (617) 332-1106
- Return prepared by
- KAHN LITWIN RENZA & CO LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6899625
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $16,908,897
- Income (IRS master file)
- $11,492,116
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $851,108 | $375,716 | $16,908,897 | XML |
| 990-PF | December 2023 | -$2,374,106 | $1,339,430 | $16,433,505 | XML |
| 990-PF | December 2022 | -$9,551,493 | $1,698,568 | $20,147,041 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6899625).
Questions about FISHER FAMILY FOUNDATION
- What is the EIN of FISHER FAMILY FOUNDATION?
- The employer identification number (EIN) of FISHER FAMILY FOUNDATION is 04-6899625.
- Is FISHER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to FISHER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FISHER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FISHER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FISHER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FISHER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does FISHER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $851,108, expenses of $375,716 and total assets of $16,908,897 at year end.
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