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Nonprofit · EIN 84-6094542

HARMES C FISHBACK FOUNDATION TRUST

Tax-exempt · ENGLEWOOD, CO 80113

Financials

$8.6M$846K2023$500K$733K2024
Revenue Expenses · by fiscal year end
Financials of HARMES C FISHBACK FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$500,281$733,347-$233,066$10,333,161$203,026$10,130,135
December 31, 2023990-PF$8,575,517$846,216$7,729,301$19,959,764$202,786$19,756,978
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$302,857
Interest
$45,152
Net gain from sales of assets
$205,464
Other income
-$53,192

Expenses

Grants and similar amounts paid
$539,650
Compensation of officers, directors and key employees
$98,000
Disbursements for charitable purposes
$627,650
Excise tax on investment income
$6,039

Balance sheet and other

Total assets, start of year
$19,959,764
Total assets, end of year
$10,333,161
Total liabilities, end of year
$203,026
Net assets, end of year
$10,130,135
Fair market value of assets
$12,396,869
Qualifying distributions
$627,650
Net investment income
$530,393

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
Jenna Stapleton
4461 Preserve Parkway South, Greenwood Village, CO 80121
Exec Director15$98,000
Dorothy Walker Stapleton
11788 Lake House Court, N Palm Beach, FL 33408
Trustee1$0
Walker Roberts Stapleton
4461 Preserve Parkway South, Greenwood Village, CO 80121
Trustee1$0
Craig R Stapleton
135 East Putnam Avenue, Greenwich, CT 06830
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Benjamin F Stapleton III
125 Park Avenue Apt 9B, New York, NY 10028
Trustee0$0
Craig R Stapleton
135 East Putnam Avenue, Greenwich, CT 06830
Trustee1$0
Jenna Stapleton
4461 Preserve Parkway South, Greenwood Village, CO 80121
Exec Director15$0

Address and contacts

Address (IRS master file)
8 VILLAGE RD, ENGLEWOOD, CO 80113-4908
In care of
% KATHARINE H STAPLETON
Signed the 990-PF
Craig R Stapleton, Trustee
Phone
(203) 622-1382
Return prepared by
Trimble Weist Dye & Ezra CPAs

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
84-6094542
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
1973
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,333,161
Income (IRS master file)
$500,281

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$500,281$733,347$10,333,161IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$8,575,517$846,216$19,959,764XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 84-6094542).

Questions about HARMES C FISHBACK FOUNDATION TRUST

What is the EIN of HARMES C FISHBACK FOUNDATION TRUST?
The employer identification number (EIN) of HARMES C FISHBACK FOUNDATION TRUST is 84-6094542.
Is HARMES C FISHBACK FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to HARMES C FISHBACK FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARMES C FISHBACK FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HARMES C FISHBACK FOUNDATION TRUST 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 HARMES C FISHBACK FOUNDATION TRUST 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 HARMES C FISHBACK FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $98,000 (Jenna Stapleton, Exec Director).
How much revenue does HARMES C FISHBACK FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $500,281, expenses of $733,347 and total assets of $10,333,161 at year end.

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