STRATEGY STUDIO / PUBLIC DATA EXPLORER

FISHBACK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FISHBACK FAMILY FOUNDATION (EIN 81-4792015)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-23
IRS object ID
202522969349101327
Schema version
2024v5.0
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)
Return2025-10-23T18:36:08-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line16723 NE BENNETT ST STE 220AddressLine1Txt
CityHILLSBOROCityNm
State AbbreviationORStateAbbreviationCd
ZIP97124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-10-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE L ZOLEZZIPreparerPersonNm
PTINP00912784PTIN
Phone5036480521PhoneNum
Preparation2025-10-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$379,709FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$53InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,900DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,900DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,601NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$262,305GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,601CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,554TotalRevAndExpnssAmt
Total Net Invst Incm$18,554TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$87OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$87OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$53TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,848OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,848OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,685TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,098TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,390TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,685TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,098TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,390TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,869ExcessRevenueOverExpensesAmt
Net Investment Income$15,456NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,376CashBOYAmt
Cash EOY$58,343CashEOYAmt
Cash EOYFMV$58,343CashEOYFMVAmt
Corporate Stock BOY$323,076CorporateStockBOYAmt
Corporate Stock EOY$321,366CorporateStockEOYAmt
Corporate Stock EOYFMV$321,366CorporateStockEOYFMVAmt
Total Assets BOY$329,452TotalAssetsBOYAmt
Total Assets EOY$379,709TotalAssetsEOYAmt
Total Assets EOYFMV$379,709TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$329,452RetainedEarningBOYAmt
Retained Earning EOY$379,709RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$329,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$379,709TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$329,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$379,709TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$329,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,869ExcessRevenueOverExpensesAmt
Other Increases$6,388OtherIncreasesAmt
Subtotal$379,709SubtotalAmt
Tot Net Ast Or Fund Balances EOY$379,709TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ATTCH HERRITAGE 6902 - ST COVEREDP$62,166$55,480$6,686$6,686
ATTCH HERRITAGE 6902 - LT COVEREDP$17,411$16,371$1,040$1,040
ATTCH HERRITAGE 7590 - ST COVEREDP$182,728$174,853$7,875$7,875
FieldValueIRS element (for citing)
Capital Gain Net Income$15,601CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$14,561NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$215InvestmentIncomeExciseTaxAmt
Subtotal$215SubtotalAmt
Tax Based On Investment Income$215TaxBasedOnInvestmentIncomeAmt
Tax Due$215TaxDueAmt

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$7,526AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,650AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$334,176TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$334,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,013CashDeemedCharitableAmt
Net Vl Noncharitable Assets$329,163NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,458MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,458MinimumInvestmentReturnAmt
Tax Based On Investment Income$215TaxBasedOnInvestmentIncomeAmt
Total Tax$215TotalTaxAmt
Distributable Before Adj$16,243DistributableBeforeAdjAmt
Distributable Before Ded$16,243DistributableBeforeDedAmt
Distributable As Adjusted$16,243DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,390ExpensesAndContributionsAmt
Qualifying Distributions$1,390QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,243DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,891ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,214ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,770ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,043ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,466ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,384TotalExcessDistributionCyovAmt
Qualifying Distributions$1,390QualifyingDistributionsAmt
Applied To Current Year$1,390AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$14,853ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,853ExcessDistributionCyovAppCYAmt
Total Corpus$39,531TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$39,531ExcessDistriCyovToNextYrAmt
Excess From Year4$3,252ExcessFromYear4Amt
Excess From Year3$11,770ExcessFromYear3Amt
Excess From Year2$19,043ExcessFromYear2Amt
Excess From Year1$5,466ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,900ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,601ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,554ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,554TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKEITH AND JEANNE FISHBACKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111375 NW ROY RDAddressLine1Txt
CityBANKSCityNm
State AbbreviationORStateAbbreviationCd
ZIP97106ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$321,366EOYBookValueAmt
EOYFMV$321,366EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$1,848$1,848

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN$4,243
PRIOR YEAR ADJUSTMENT$2,145

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$87Amt
Disbursements Charitable Prps$87DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OREGON CT-12 FEE$53$53
FEDERAL INCOME TAX$197