Nonprofit · EIN 13-3975322
HELEN AND CARLTON M FISHEL FOUNDATION INC
Tax-exempt · PALM CITY, FL 34990
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $72,529 | $87,104 | -$14,575 | $960,518 | $0 | $960,518 |
| December 31, 2024 | 990-PF | $63,000 | $84,550 | -$21,550 | $975,093 | $0 | $975,093 |
| December 31, 2023 | 990-PF | $140,936 | $78,390 | $62,546 | $996,643 | $0 | $996,643 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $43,189
- Net gain from sales of assets
- $29,340
Expenses
- Grants and similar amounts paid
- $71,650
- Disbursements for charitable purposes
- $71,650
- Excise tax on investment income
- $386
Balance sheet and other
- Total assets, start of year
- $975,093
- Total assets, end of year
- $960,518
- Total liabilities, end of year
- $0
- Net assets, end of year
- $960,518
- Fair market value of assets
- $1,563,148
- Qualifying distributions
- $71,650
- Net investment income
- $43,189
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENELOPE F CARR 12795 MARINER COURT, PALM CIT, FL 34990 | Director | 0 | $0 |
| KATHLEEN F MCCULLOUGH BIRDSONG WAY, HILTON HEAD ISLAND, SC 29926 | Director | 0 | $0 |
| DOUGLAS J MCDERMOTT 4 HERITAGE LANE, RYE, NY 10580 | Director | 0 | $0 |
| KRISTEN MCCULLOUGH DASSATTI 2 BRIGANTINE CIRCLE, NORWELL, MA 02061 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENELOPE F CARR 12795 MARINER COURT, PALM CIT, FL 34990 | Director | 0 | $0 |
| KATHLEEN F MCCULLOUGH BIRDSONG WAY, HILTON HEAD ISLAND, SC 29926 | Director | 0 | $0 |
| DOUGLAS J MCDERMOTT 4 HERITAGE LANE, RYE, NY 10580 | Director | 0 | $0 |
| KRISTEN MCCULLOUGH DASSATTI 2 BRIGANTINE CIRCLE, NORWELL, MA 02061 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENELOPE F CARR 12795 MARINER COURT, PALM CITY, FL 34990 | DIRECTOR | 0 | $0 |
| KATHLEEN F MCCULLOUGH BIRD SONG WAY, HILTON HEAD ISLAND, SC 29926 | DIRECTOR | 0 | $0 |
| DOUGLAS J MCDERMOTT 4 HERITAGE LANE, RYE, NY 10580 | DIRECTOR | 0 | $0 |
| KRISTEN MCCULLOUGH DASSATTI 2 BRIGANTINE CIRCLE, NORWELL, MA 02061 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 12795 NW MARINER CT, PALM CITY, FL 34990-8034
- In care of
- % PENELOPE CARR
- Signed the 990-PF
- PENELOPE MCDERMOTT CARR, Director
- Phone
- (914) 420-9099
- Return prepared by
- Premselaar CPA LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3975322
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $960,518
- Income (IRS master file)
- $218,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $72,529 | $87,104 | $960,518 | XML |
| 990-PF | December 2024 | $63,000 | $84,550 | $975,093 | XML |
| 990-PF | December 2023 | $140,936 | $78,390 | $996,643 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 13-3975322).
Questions about HELEN AND CARLTON M FISHEL FOUNDATION INC
- What is the EIN of HELEN AND CARLTON M FISHEL FOUNDATION INC?
- The employer identification number (EIN) of HELEN AND CARLTON M FISHEL FOUNDATION INC is 13-3975322.
- Is HELEN AND CARLTON M FISHEL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HELEN AND CARLTON M FISHEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN AND CARLTON M FISHEL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN AND CARLTON M FISHEL FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN AND CARLTON M FISHEL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELEN AND CARLTON M FISHEL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HELEN AND CARLTON M FISHEL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $72,529, expenses of $87,104 and total assets of $960,518 at year end.
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