Nonprofit · EIN 20-8008730
WILLIAM A FISHER II FAMILY FOUNDATION
Tax-exempt · TRAVERSE CITY, MI 49686
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $148,877 | $34,252 | $114,625 | $359,619 | $0 | $359,619 |
| December 31, 2024 | 990-PF | $34,881 | $31,313 | $3,568 | $260,478 | $0 | $260,478 |
| December 31, 2023 | 990-PF | $41,246 | $31,466 | $9,780 | $241,457 | $0 | $241,457 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,399
- Net gain from sales of assets
- $129,478
Expenses
- Grants and similar amounts paid
- $32,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $32,500
- Excise tax on investment income
- $2,045
Balance sheet and other
- Total assets, start of year
- $260,478
- Total assets, end of year
- $359,619
- Total liabilities, end of year
- $0
- Net assets, end of year
- $359,619
- Fair market value of assets
- $688,287
- Qualifying distributions
- $32,500
- Net investment income
- $148,877
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 |
|---|---|---|---|
| ANDREA B FISHER PO BOX 340, WALLOON LAKE, MI 49796 | PRESIDENT | 0.5 | $0 |
| W ANDREW FISHER III 3501 SHANLEY RD, PETOSKEY, MI 49770 | DIRECTOR | 0.5 | $0 |
| BRIAN J FISHER 1002 LOCKWOOD, PETOSKEY, MI 49770 | DIRECTOR | 0.5 | $0 |
| STEPHEN M FISHER 1726 CHERRY LANE DRIVE, TRAVERSE CITY, MI 49686 | SECRETARY | 1 | $0 |
| PETER S FISHER 9722 E SPRINGHOLLOW, TRAVERSE CITY, MI 49684 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA B FISHER PO BOX 340, WALLOON LAKE, MI 49796 | PRESIDENT | 0.5 | $0 |
| W ANDREW FISHER III 3501 SHANLEY RD, PETOSKEY, MI 49770 | DIRECTOR | 0.5 | $0 |
| BRIAN J FISHER 1002 LOCKWOOD, PETOSKEY, MI 49770 | DIRECTOR | 0.5 | $0 |
| STEPHEN M FISHER 1726 CHERRY LANE DRIVE, TRAVERSE CITY, MI 49686 | SECRETARY | 1 | $0 |
| PETER S FISHER 9722 E SPRINGHOLLOW, TRAVERSE CITY, MI 49684 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA B FISHER PO BOX 340, WALLOON LAKE, MI 49796 | PRESIDENT | 0.5 | $0 |
| W ANDREW FISHER III 3501 SHANLEY RD, PETOSKEY, MI 49770 | DIRECTOR | 0.5 | $0 |
| BRIAN J FISHER 1002 LOCKWOOD, PETOSKEY, MI 49770 | DIRECTOR | 0.5 | $0 |
| STEPHEN M FISHER 1726 CHERRY LANE DRIVE, TRAVERSE CITY, MI 49686 | SECRETARY | 1 | $0 |
| PETER S FISHER 9722 E SPRINGHOLLOW, TRAVERSE CITY, MI 49684 | TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1726 CHERRY LANE DR, TRAVERSE CITY, MI 49686-2839
- In care of
- % STEPHEN M FISHER
- Signed the 990-PF
- STEPHEN M FISHER, SECRETARY
- Phone
- (231) 929-9417
- Return prepared by
- DGN 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
- 20-8008730
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $359,619
- Income (IRS master file)
- $154,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $148,877 | $34,252 | $359,619 | IRS |
| 990-PF | December 2024 | $34,881 | $31,313 | $260,478 | IRS |
| 990-PF | December 2023 | $41,246 | $31,466 | $241,457 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-8008730).
Questions about WILLIAM A FISHER II FAMILY FOUNDATION
- What is the EIN of WILLIAM A FISHER II FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM A FISHER II FAMILY FOUNDATION is 20-8008730.
- Is WILLIAM A FISHER II FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WILLIAM A FISHER II FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A FISHER II FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A FISHER II FAMILY FOUNDATION 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 WILLIAM A FISHER II FAMILY FOUNDATION 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 WILLIAM A FISHER II FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WILLIAM A FISHER II FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $148,877, expenses of $34,252 and total assets of $359,619 at year end.
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