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Nonprofit · EIN 38-6863779

FISCHER FAM FOUNDATION 2008 CHARITA BLE TR

Also known as HENRY K FISCHER ET AL TTEE

Tax-exempt · COVINGTON, KY 41017

Financials

$84.6M$9.9M2022$2.8M$951K2023$57.1M$14.7M2024
Revenue Expenses · by fiscal year end
Financials of FISCHER FAM FOUNDATION 2008 CHARITA BLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$57,127,180$14,713,735$42,413,445$201,155,430$70,698$201,084,732
December 31, 2023990-PF$2,783,692$950,868$1,832,824$158,607,643$74,102$158,533,541
November 30, 2023990-PF$84,603,295$9,940,998$74,662,297$156,357,272$62,808$156,294,464
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$50,604,428
Dividends
$3,645,042
Interest
$1,266,873
Net gain from sales of assets
$1,548,479
Other income
$62,358

Expenses

Grants and similar amounts paid
$13,930,628
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$13,930,628
Excise tax on investment income
$80,357

Balance sheet and other

Total assets, start of year
$158,607,643
Total assets, end of year
$201,155,430
Total liabilities, end of year
$70,698
Net assets, end of year
$201,084,732
Fair market value of assets
$228,266,456
Qualifying distributions
$13,930,628
Net investment income
$6,515,942

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.

NameTitleHours / weekCompensation
GREG FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
PRESIDENT / CHAIRMAN OF THE BOARD0$0
ANGELA WAUGH
PO BOX 17160, FORT MITCHELL, KY 41017
SECRETARY / VICE CHAIRMAN0$0
A MICHELLE GROESCHEN
PO BOX 17160, FORT MITCHELL, KY 41017
CHIEF FINANCIAL OFFICER0$0
HENRY FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
ELAINE FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
AMY FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
MIKE WAUGH
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
GREG FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
PRESIDENT / CHAIRMAN OF THE BOARD0$0
ANGELA WAUGH
PO BOX 17160, FORT MITCHELL, KY 41017
SECRETARY / VICE CHAIRMAN0$0
A MICHELLE GROESCHEN
PO BOX 17160, FORT MITCHELL, KY 41017
CHIEF FINANCIAL OFFICER0$0
HENRY FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
ELAINE FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
AMY FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
MIKE WAUGH
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
990-PF for the year ended November 30, 2023: 7 people
NameTitleHours / weekCompensation
GREG FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
PRESIDENT / CHAIRMAN OF THE BOARD0$0
ANGELA WAUGH
PO BOX 17160, FORT MITCHELL, KY 41017
SECRETARY / VICE CHAIRMAN0$0
A MICHELLE GROESCHEN
PO BOX 17160, FORT MITCHELL, KY 41017
CHIEF FINANCIAL OFFICER0$0
HENRY FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
ELAINE FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
AMY FISCHER
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0
MIKE WAUGH
PO BOX 17160, FORT MITCHELL, KY 41017
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 17160, COVINGTON, KY 41017-0160
In care of
% HENERY K FISCHER
Signed the 990-PF
A MICHELLE GROESCHEN, CHIEF FINANCIAL OFFICER
Phone
(859) 341-4709
Return prepared by
PLANTE & MORAN PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6863779
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$201,155,430
Income (IRS master file)
$102,111,439

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$57,127,180$14,713,735$201,155,430XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,783,692$950,868$158,607,643XML
990-TDecember 2023–––IRS
990-PFNovember 2023$84,603,295$9,940,998$156,357,272XML
990-PFNovember 2022–––IRS
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 38-6863779).

Questions about FISCHER FAM FOUNDATION 2008 CHARITA BLE TR

What is the EIN of FISCHER FAM FOUNDATION 2008 CHARITA BLE TR?
The employer identification number (EIN) of FISCHER FAM FOUNDATION 2008 CHARITA BLE TR is 38-6863779.
Is FISCHER FAM FOUNDATION 2008 CHARITA BLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to FISCHER FAM FOUNDATION 2008 CHARITA BLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FISCHER FAM FOUNDATION 2008 CHARITA BLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FISCHER FAM FOUNDATION 2008 CHARITA BLE TR 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 FISCHER FAM FOUNDATION 2008 CHARITA BLE TR 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 FISCHER FAM FOUNDATION 2008 CHARITA BLE TR?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does FISCHER FAM FOUNDATION 2008 CHARITA BLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $57,127,180, expenses of $14,713,735 and total assets of $201,155,430 at year end.

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