DORIS & DONALD FISHER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: DORIS & DONALD FISHER FOUNDATION (EIN 20-7464063)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-15
IRS object ID: 202531359349104063
Schema version: 2023v6.0
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Expenditure Responsibility Stmt
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-15T13:21:47-04:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Baker Tilly Advisory Group LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	THREE LAGOON DR STE 400	AddressLine1Txt
City	REDWOOD CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94065	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	207464063	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DORIS & DONALD FISHER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% PISCES INC	InCareOfNm
Business Name Control	DORI	BusinessNameControlTxt
Phone	4152880540	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1300 EVANS AVENUE NO 880154	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94188	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JANE SPRAY	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6503654646	PhoneNum
Signature	2025-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Luanna P Tang	PreparerPersonNm
PTIN	P01253028	PTIN
Phone	6503654646	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$81,020,194	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$8,923,670	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$7,926	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,926	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$874,219	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$863,835	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,023,831	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$139,816,906	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$48,662,597	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,872,648	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$33,262	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$12,702,294	TotalRevAndExpnssAmt
Total Net Invst Incm	$49,501,096	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$113,590	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$11,355	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$88,503	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$49,743	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$49,743	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$590,902	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$510,902	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,932,029	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$702,289	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$800	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,725,024	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,262,934	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$61,898	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,000,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,000,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,725,024	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,262,934	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$3,061,898	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,977,270	ExcessRevenueOverExpensesAmt
Net Investment Income	$48,238,162	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$122,636	CashBOYAmt
Cash EOY	$85,948	CashEOYAmt
Cash EOYFMV	$85,948	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$488,141	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,472,704	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,472,704	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$8,015,795	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$67,012,497	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$67,012,497	USGovtObligationsEOYFMVAmt
Other Investments BOY	$3,509,184	OtherInvestmentsBOYAmt
Other Investments EOY	$8,243,235	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,243,235	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$61,482,645	OtherAssetsBOYAmt
Other Assets EOY	$2,205,810	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,205,810	OtherAssetsEOYFMVAmt
Total Assets BOY	$73,618,401	TotalAssetsBOYAmt
Total Assets EOY	$81,020,194	TotalAssetsEOYAmt
Total Assets EOYFMV	$81,020,194	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$75,895	AccountsPayableBOYAmt
Accounts Payable EOY	$35,506	AccountsPayableEOYAmt
Other Liabilities BOY	$1,068,100	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,523,935	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,143,995	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,559,441	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$72,483,483	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$79,460,753	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$72,483,483	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$79,460,753	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$73,627,478	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$81,020,194	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$72,483,483	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,977,270	ExcessRevenueOverExpensesAmt
Subtotal	$79,460,753	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$79,460,753	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PARTNERSHIPS AND PUBLICLY TRADED SECURITIES	2024-01-01	2024-05-01	$73,996,146	$72,867,356	$1,128,790	$1,128,790
REAL ESTATE	2021-08-20	2024-04-23	$63,420,000	$15,571,697	$47,848,303	$47,848,303
ART SALES			$2,400,760	$2,715,256	-$314,496	-$314,496

Field	Value	IRS element (for citing)
Capital Gain Net Income	$48,662,597	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$670,510	InvestmentIncomeExciseTaxAmt
Subtotal	$670,510	SubtotalAmt
Tax Based On Investment Income	$670,510	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$211,081	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$520,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$731,081	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$60,571	OverpaymentAmt
Applied To ES Tax	$60,571	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PISCES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4152880540	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1300 EVANS AVENUE NO 880154	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94188	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (true)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DORIS F FISHER
1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	TRUSTEE	1.0	$0	$0	$0
JANE SPRAY
1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	CHIEF FINANCIAL OFFICER	1.0	$0	$0	$0
JOHN J FISHER
1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	TRUSTEE	1.0	$0	$0	$0
ROBERT J FISHER
1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	TRUSTEE	1.0	$0	$0	$0
WILLIAM S FISHER
1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	TRUSTEE	1.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SEILER LLP
THREE LAGOON DRIVE STE 400	REDWOOD CITY	CA	94065	ACCOUNTING	$97,455
SSL Law Firm LLP
505 Montgomery St Suite 620	SAN FRANCISCO	CA	94111	LEGAL	$83,754
Special Gardens Inc
861 Warrington Ave	REDWOOD CITY	CA	94063	Garden and Landscape	$309,123
k g bell construction inc
646 waverley st	PALO ALTO	CA	94301	repairs& maintenance	$274,683

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$23,873,849	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,728,532	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$49,568,199	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$75,170,580	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$75,170,580	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,127,559	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$74,043,021	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,702,151	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,702,151	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$670,510	TaxBasedOnInvestmentIncomeAmt
Total Tax	$670,510	TotalTaxAmt
Distributable Before Adj	$3,031,641	DistributableBeforeAdjAmt
Distributable Before Ded	$3,031,641	DistributableBeforeDedAmt
Distributable As Adjusted	$3,031,641	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,061,898	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$3,061,898	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,031,641	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,683,410	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$8,404,523	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$19,057,317	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$18,830,441	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,252,102	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$54,227,793	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,061,898	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$3,031,641	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$30,257	RemainingDistriFromCorpusAmt
Total Corpus	$54,258,050	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,683,410	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$52,574,640	ExcessDistriCyovToNextYrAmt
Excess From Year4	$8,404,523	ExcessFromYear4Amt
Excess From Year3	$19,057,317	ExcessFromYear3Amt
Excess From Year2	$18,830,441	ExcessFromYear2Amt
Excess From Year1	$6,252,102	ExcessFromYear1Amt
Excess From Current Year	$30,257	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DORIS F FISHER JOHN J FISHER	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCHWAB CHARITABLE FUND	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	211 MAIN STREET	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	TO INCREASE CHARITABLE GIVING IN THE UNITED STATES.	GrantOrContributionPurposeTxt
Amt	$3,000,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,000,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,926	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$874,219	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$22,624	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$1,001,207	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
INCOME FROM PARTNERSHIPS	523000	-$74	18	-$33,262
UNREALIZED GAIN/LOSS			18	$1,905,984

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$22,550	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,756,074	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,778,624	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
John J Fisher
1	1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	$4,029,900	Yes (X)	Yes (X)
DORIS F FISHER
2	1300 EVANS AVENUE NO 880154	SAN FRANCISCO	CA	94188	$4,893,770	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	190,000 SHS GAP INC.	$4,029,900	2024-03-11
2	Artwork	$4,893,770	2024-04-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & TAX SERVICES	CategoryTxt
Amt	$88,503	Amt
Net Investment Income	$49,743	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$49,743	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FISHER ART FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	220 montgomergy street ste 433	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Grant	2022-10-04	GrantDt
Grant	$720,000	GrantAmt
Purpose Of Grant	THE GRANT WILL BE USED FOR THE OPERATING EXPENSES OF THE FOUNDATION	PurposeOfGrantTxt
Expended By Grantee	$720,000	ExpendedByGranteeAmt
Any Diversion By Grantee	NO	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	05/05/2025	DatesOfReportsByGranteeTxt
Verification	2025-05-05	VerificationDt
Results Of Verification	THE GRANTEE SPENT THE GRANT ON THE PURPOSE DESCRIBED ABOVE DURING THE PERIOD FROM 10/4/2022 TO 6/30/2025.	ResultsOfVerificationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$67,012,497	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$67,012,497	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ACACIA CONSERVATION FUND LP	FMV	$3,677,422	$3,677,422
FARALLON CAPITAL INSTITUTIONAL	FMV	$25,647	$25,647
POSIT SCIENCE	FMV	$1,066	$1,066
GAP, INC.	FMV	$4,539,100	$4,539,100

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$113,590	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$11,355	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INTEREST RECEIVABLE - BONDS	$35,005	$383,550	$383,550
OTHER RECEIVABLE	$0	$219,300	$219,300
REAL ESTATE	$61,447,640	$0	$0
ARTWORK	$0	$1,602,960	$1,602,960

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$10,636	$10,636
FILING FEES	$620	$620	$800
INSURANCE	$1,469	$1,469
OTHER INVESTMENT EXPENSES	$1,919,304	$689,564

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
INCOME FROM PARTNERSHIPS	-$33,336	-$33,262
UNREALIZED GAIN/LOSS	$1,905,984

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED TAX LIABILITY	$603,100	$8,100
DEFERRED GAIN	$465,000	$0
INVESTMENT PURCHASE PAYABLE	$0	$1,052,913
FEDERAL EXCISE TAX PAYABLE	$0	$462,922

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX	$80,000
CALIFORNIA LLC TAX	$800	$800
OTHER STATE TAXES	$2,000	$2,000
PROPERTY TAXES	$508,102	$508,102