STRATEGY STUDIO / PUBLIC DATA EXPLORER

FISHBACK FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FISHBACK FAMILY FOUNDATION (EIN 81-4792015)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202313129349101371
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T12:49:22-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930819646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES & ROTH PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15635 NE ELAM YOUNG PKWY STE 100AddressLine1Txt
CityHILLSBOROCityNm
State AbbreviationORStateAbbreviationCd
ZIP971246488ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814792015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FISHBACK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFISHBusinessNameControlTxt
Phone5033138079PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111375 NW ROY RDAddressLine1Txt
CityBANKSCityNm
State AbbreviationORStateAbbreviationCd
ZIP97106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH FISHBACKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5033138079PhoneNum
Signature2023-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEITHPersonFirstNm
Person LastFISHBACKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE L ZOLEZZIPreparerPersonNm
PTINP00912784PTIN
Phone5036480521PhoneNum
Preparation2023-11-06PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$323,796FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,867DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$959NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$681,987GrossSalesPriceAmt
Total Rev And Expnss$978TotalRevAndExpnssAmt
Total Net Invst Incm$1,874TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,125AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$182TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$182TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,785OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,785OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,217TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,910TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,307TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,217TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,910TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,307TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,239ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,329CashBOYAmt
Cash EOY$162,377CashEOYAmt
Cash EOYFMV$162,377CashEOYFMVAmt
Corporate Stock BOY$364,224CorporateStockBOYAmt
Corporate Stock EOY$161,419CorporateStockEOYAmt
Corporate Stock EOYFMV$161,419CorporateStockEOYFMVAmt
Total Assets BOY$418,553TotalAssetsBOYAmt
Total Assets EOY$323,796TotalAssetsEOYAmt
Total Assets EOYFMV$323,796TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$418,553RetainedEarningBOYAmt
Retained Earning EOY$323,796RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$418,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$323,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$418,553TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$323,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$418,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,239ExcessRevenueOverExpensesAmt
Subtotal$383,314SubtotalAmt
Other Decreases$59,518OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$323,796TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ATTCH HERRITAGE WEALTH - ST COVEREDP$395,354$387,957$7,397$7,397
ATTCH HERRITAGE WEALTH - LT COVEREDP$286,633$294,989-$8,356-$8,356
FieldValueIRS element (for citing)
Capital Gain Net Income-$959CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,397NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKEITH FISHBACKIndividualWithBooksNm
Phone5033138079PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111375 NW ROY ROADAddressLine1Txt
CityBANKSCityNm
State AbbreviationORStateAbbreviationCd
ZIP97106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEITH FISHBACK
11375 NW ROY ROADBANKSOR97106PRESIDENT000.00$0$0$0
ELIZABETH SCHAAR
11375 NW ROY RDBANKSOR97106VICE PRESIDE000.00$0$0$0
DAVID FISHBACK
11375 NW ROY RDBANKSOR97106SECRETARY000.00$0$0$0
JEANNE FISHBACK
11375 NW ROY RDBANKSOR97106TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$191,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,766AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$249,019TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$249,019AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,735CashDeemedCharitableAmt
Net Vl Noncharitable Assets$245,284NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,264MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,264MinimumInvestmentReturnAmt
Distributable Before Adj$12,264DistributableBeforeAdjAmt
Distributable Before Ded$12,264DistributableBeforeDedAmt
Distributable As Adjusted$12,264DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,307ExpensesAndContributionsAmt
Qualifying Distributions$31,307QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,264DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,828ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,450ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,891ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,214ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,770ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,153TotalExcessDistributionCyovAmt
Qualifying Distributions$31,307QualifyingDistributionsAmt
Applied To Current Year$12,264AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,043RemainingDistriFromCorpusAmt
Total Corpus$73,196TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,828ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,368ExcessDistriCyovToNextYrAmt
Excess From Year4$7,450ExcessFromYear4Amt
Excess From Year3$13,891ExcessFromYear3Amt
Excess From Year2$4,214ExcessFromYear2Amt
Excess From Year1$11,770ExcessFromYear1Amt
Excess From Current Year$19,043ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CREATIVE COMMONS
PO BOX 741107LOS ANGELESCA900741107GENERAL$10,000
SAFE HOUSE EDUCATION
225 LAUREL DRFAIRFAXCA94930GENERAL$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,930ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$959ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$978ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$978TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,250Amt
Net Investment Income$1,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,125DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$161,419EOYBookValueAmt
EOYFMV$161,419EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$59,518Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$3,785$3,785

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE OF OREGON MINIMUM TAX$132$132
STATE OF OREGON CORPORATE LICENS$50$50