Nonprofit · EIN 27-6987019
JANE E FISHER CHARITABLE TR - FOUNDATION
Also known as JANE E FISHER TTEE
Tax-exempt · MILTON, MA 02186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $809,164 | $1,315,426 | -$506,262 | $16,205,657 | $505 | $16,205,152 |
| December 31, 2024 | 990-PF | $1,244,615 | $1,726,130 | -$481,515 | $16,711,919 | $505 | $16,711,414 |
| December 31, 2023 | 990-PF | $16,136,576 | $49,097 | $16,087,479 | $17,193,434 | $505 | $17,192,929 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $56,695
- Dividends
- $453,104
- Interest
- $1,390
- Net gain from sales of assets
- $297,975
Expenses
- Grants and similar amounts paid
- $973,173
- Compensation of officers, directors and key employees
- $156,275
- Disbursements for charitable purposes
- $973,173
- Excise tax on investment income
- $8,033
Balance sheet and other
- Total assets, start of year
- $16,711,919
- Total assets, end of year
- $16,205,657
- Total liabilities, end of year
- $505
- Net assets, end of year
- $16,205,152
- Fair market value of assets
- $20,960,202
- Qualifying distributions
- $973,173
- Net investment income
- $752,469
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN WEBER 8 FIELDSTONE LN, MILTON, MA 221862122 | TRUSTEE | 5 | $156,275 |
| FIRST STATE TRUST COMPANY 1 RIGHTER PARKWAY SUITE 120, WILMINGTON, DE 19803 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN WEBER 8 FIELDSTONE LN, MILTON, MA 221862122 | TRUSTEE | 5 | $242,695 |
| FIRST STATE TRUST COMPANY 1 RIGHTER PARKWAY SUITE 120, WILMINGTON, DE 19803 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST STATE TRUST COMPANY 1 RIGHTER PARKWAY SUITE 120, WILMINGTON, DE 19803 | TRUSTEE | 5 | $0 |
| HELEN WEBER 8 FIELSTONE LN, MILTON, MA 221862122 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 8 FIELDSTONE LN, MILTON, MA 02186-2122
- In care of
- % JANE E FISHER
- Signed the 990-PF
- HELEN WEBER, TRUSTEE
- Phone
- (857) 753-6695
- Return prepared by
- CAMPBELL RAPPOLD & YURASITS LLP
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 | 990-PF 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
- 27-6987019
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,205,657
- Income (IRS master file)
- $4,307,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $809,164 | $1,315,426 | $16,205,657 | IRS |
| 990-PF | December 2024 | $1,244,615 | $1,726,130 | $16,711,919 | XML |
| 990-PF | December 2023 | $16,136,576 | $49,097 | $17,193,434 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 27-6987019).
Questions about JANE E FISHER CHARITABLE TR - FOUNDATION
- What is the EIN of JANE E FISHER CHARITABLE TR - FOUNDATION?
- The employer identification number (EIN) of JANE E FISHER CHARITABLE TR - FOUNDATION is 27-6987019.
- Is JANE E FISHER CHARITABLE TR - FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JANE E FISHER CHARITABLE TR - FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANE E FISHER CHARITABLE TR - FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANE E FISHER CHARITABLE TR - FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JANE E FISHER CHARITABLE TR - FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JANE E FISHER CHARITABLE TR - FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $156,275 (HELEN WEBER, TRUSTEE).
- How much revenue does JANE E FISHER CHARITABLE TR - FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $809,164, expenses of $1,315,426 and total assets of $16,205,657 at year end.
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