COVINGTON, KY
Fischer Fam Foundation 2008 Charita Ble Trust
Quick Facts
- EIN
- 386863779
- Location
- COVINGTON, KY
- Category
- Philanthropy & Grantmaking
- Total Assets
- $201.2M
- Annual Income
- $102.1M
- IRS Ruling Year
- 2009
- Organization Type
- Trust
- Principal Officer
- % Henery K Fischer
- Tax Deductibility
- Contributions are deductible
About This Foundation
Fischer Fam Foundation 2008 Charita Ble Trust is a private trust based in COVINGTON, KY. The foundation received its IRS ruling in 2009. The principal officer is % Henery K Fischer. It holds total assets of $201.2M. Annual income is reported at $102.1M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$951K
2023-90%
Total Assets
$158.6M
2023+1%
Fair Market Value
$174.6M
2023
Net Worth
$158.5M
2023
Grants Paid
$700K
2023
Contributions
$2.1M
2023
Net Investment Income
$670K
2023
Distribution Amount
$721K
2023
Total Giving by Year
$2.3M
10$2.6M
11$1.6M
12$2.7M
13$2.8M
14$2.8M
15$3.6M
18$3.7M
19$4.7M
20$5.7M
21$9.9M
22$951K
23Asset Growth
$36.2M
10$35.9M
11$37.1M
12$39.6M
13$38.1M
14$38.1M
15$51.4M
18$53.7M
19$75.8M
20$83.1M
21$156.4M
22$158.6M
23Investment Portfolio (2023)
Total: $140M
Corporate Stock: $94.8M
Corporate Bonds: $16.7M
Government Obligations: $28.5M
Other Investments: $5.3M
Cash: $12.9M
Corporate Stock (60%)
Corporate Bonds (11%)
Government Obligations (18%)
Other Investments (3%)
Cash (8%)
Expense Breakdown (2023)
Grants Paid$700K
Legal Fees$444
Revenue Sources (2023)
- Contributions
- $2.1M
- Dividends
- $772K
- Interest
- $54K
- Other Income
- $-40,094
- Capital Gains (Net)
- $-92,587
Financial Details (2023)
- Total Revenue
- $2.8M
- Total Expenses
- $951K
- Exempt Purpose Expenses
- $700K
- Required Distribution
- $721K
- Undistributed Income
- $0
- Total Liabilities
- $74K
- Excise Tax
- $9K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$7.3M
Average Grant
$146K
Median Grant
$100K
Grant Range
Min$50K
Max$600K
Median: $100K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
IN: $525K (2)
OH
OH: $3.1M (22)
PA
NJ
CA
UT
CO
NE
MO
KY
KY: $3.3M (22)
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
GA: $350K (4)
FL
HI
TX
KY$3.3M (22)
OH$3.1M (22)
IN$525K (2)
GA$350K (4)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys And Girls Clubs Of Greater CincinnatiA NEW GENERATION CAMPAIGN | Cincinnati, OH | $600K | 2023 |
| Children'S Home Of Northern KentuckyAN EASIER PATH TO MENTAL HEALTH | Covington, KY | $600K | 2023 |
| Villa Madonna AcademyCHASE AND COLE FISCHER STEM WING AT VILLA MADONNA | Villa Hills, KY | $507K | 2023 |
| Brighton CenterGENERAL DONATION | Newport, KY | $500K | 2023 |
| People Working Cooperatively IncPWC HOME REPAIRS AND MODIFICATIONS IN NORTHERN KENTUCKY | Cincinnati, OH | $400K | 2023 |
| United Way Of Central IndianaGENERAL DONATION | Indianapolis, IN | $375K | 2023 |
| Habitat For Humanity Of Greater DaytonGENERAL DONATION | Dayton, OH | $300K | 2023 |
| Welcome HouseHOMELESS AND SHELTER SERIVCES | Covington, KY | $200K | 2023 |
| St Vincent DepaulGENERAL DONATION | Cincinnati, OH | $200K | 2023 |
| Brighton CenterBRIGHTON CENTER'S STRATEGIC IMPACT | Newport, KY | $200K | 2023 |
| EducatenkyGENERAL DONATION | Covington, KY | $200K | 2023 |
| Riley Children'S FoundationGENERAL DONATION | Indianapolis, IN | $150K | 2023 |
| Catholic Inner City Schools Education FundCAREER AND TECHNICAL EDUCATION FEASIBILITY STUDY | Cincinnati, OH | $120K | 2023 |
| Ronald Mcdonald House Of Central OhioGENERAL DONATION | Columbus, OH | $100K | 2023 |
| 1n5BUILDING RESILIENCY IN YOUTH MENTAL HEALTH EDUCATION AND SUICIDE PREVENTION | Cincinnati, OH | $100K | 2023 |
| EducatenkyEXPAND EDUCATIONAL OPPORTUNITIES AND IMPROVE EDUCATIONAL OUTCOMES FOR ALL YOUTH IN BOONE/CAMPBELL/KENTON COUNTIES. | Covington, KY | $100K | 2023 |
| United Way Of Greater AtlantaGENERAL DONATION | Atlanta, GA | $100K | 2023 |
| Found VillagePATH2 INDEPENDENCE:COACHING & ENRICHMENT FOR YOUNG PEOPLE IN THE CHILD WELFARE SYSTEM ($75,000), REMAINDER GENERAL DONATION | Cincinnati, OH | $100K | 2023 |
| Freestore FoodbankHOLIDAY FOOD DISTRIBUTION | Cincinnati, OH | $100K | 2023 |
| Homeaid AtlantaGENERAL DONATION | Atlanta, GA | $100K | 2023 |
| Salvation Army In Central OhioGENERAL DONATION | Columbus, OH | $100K | 2023 |
| Society Of St Vincent De Paul CinnBECKY & TED CATINO CHOICE FOOD PANTRY | Cincinnati, OH | $100K | 2023 |
| Joe Burrow FoundationGENERAL DONATION | The Plains, OH | $100K | 2023 |
| United Way Of Central OhioGENERAL DONATION | Columbus, OH | $100K | 2023 |
| Children'S Hunger AllianceGENERAL DONATION | Columbus, OH | $100K | 2023 |
| Read Ready CovingtonREAD READY COVINGTON EARLY LITERACY INITIATIVE | Covington, KY | $100K | 2023 |
| United Way Of Greater DaytonGENERAL DONATION | Dayton, OH | $100K | 2023 |
| Covington PartnersAFTER SCHOOL PROGRAMS IN COVINGTON, LUDLOW AND NEWPORT | Covington, KY | $100K | 2023 |
| Boys And Girls Clubs Of Greater CincinnatiSUPPORT PROVEN AFTER SCHOOL EDUCATIONAL, SOCIAL-EMOTIONAL, FITNESS AND CHARACTER BUILDING ENRICHMENT PROGRAMMING FOR K-12 GREATER CINCINNATI YOUTH. | Cincinnati, OH | $100K | 2023 |
| Boys And Girls Clubs Of Greater CincinnatiGENERAL DONATION | Cincinnati, OH | $100K | 2023 |
| Family Nurturing CenterTRAUMA FOCUSED COUNSELING SERVICES | Florence, KY | $90K | 2023 |
| Nky Children'S Advocacy CenterTRAUMA INFORMED MENTAL HEALTH SERVICES | Florence, KY | $90K | 2023 |
| Society Of St Vincent De Paul NkyPREVENTING HOUSING POVERTY THROUGH RENT AND UTILITY ASSISTANCE PROGRAM | Covington, KY | $80K | 2023 |
| The Place Of Forsyth County IncGENERAL DONATION | Cumming, GA | $75K | 2023 |
| Never Alone Food PantryGENERAL DONATION | Woodstock, GA | $75K | 2023 |
| Bluegrass InstituteGENERAL DONATION | Lexington, KY | $70K | 2023 |
| Lakeside Presbyterian PreschoolREMOVE AND REPLACE FLOORING THROUGHOUT THE PRESCHOOL AND ADD SUPPLEMENTAL SENSORY PLAY TABLES AND TOYS FOR EACH CLASSROOM | Lakeside Park, KY | $64K | 2023 |
| United Way Of Greater CincinnatiGENERAL DONATION | Cincinnati, OH | $63K | 2023 |
| The Pointarc Of Northern Kentucky IncZEMBRODT EDUCATION CENTER SPECIAL EDUCATION ADVOCACY ($50,000), REMAINDER GENERAL DONATION | Covington, KY | $60K | 2023 |
| Master Provisions2024 SUSTAINING OUTREACH AND RESOURCES FOR GREATER CINCINNATI/NKY HUNBER RELIEF AND PROVIDING SPECIAL NEEDS STUDENT EDUCATION ($50,000), REMAINDER GENERAL FUNDS | Florence, KY | $60K | 2023 |
| St Agnes SchoolFORTIFY SAFETY PROTOCOLS, SPEARHEAD FUNDRAISING FOR NEW PLAYGROUND AND ADD S.T.E.M. RESOURCES TO THE SCHOOL | Covington, KY | $60K | 2023 |
| American Heart AssociationGENERAL DONATION | Kettering, OH | $55K | 2023 |
| Welcome HouseGENERAL DONATION | Covington, KY | $55K | 2023 |
| Easterseals RedwoodGENERAL DONATION | Ft Mitchell, KY | $51K | 2023 |
| Queen City Book BankCURATED BOOK DISTRIBUTION PROGRAM ($50,000), REMAINDER GENERAL DONATION | Cincinnati, OH | $51K | 2023 |
| Bethany House ServicesRAMILY STABILIZATION & CHILD ENRICHMENT: INTERVENTION TO HELP FAMILIES EXPERIENCING HOMELESSNESS | Cincinnati, OH | $50K | 2023 |
| Faith MissionGENERAL DONATION | Columbus, OH | $50K | 2023 |
| Housing Opportunities Of NkyAFFORDABLE HOMEOWNERSHIP IN NORTHERN KENTUCKY | Covington, KY | $50K | 2023 |
| Emergency Shelter Of Northern KentuckyGENERAL DONATION | Covington, KY | $50K | 2023 |
| Read Ready - City Of CovingtonREAD READY COVINGTON EARLY LITERACY INITIATIVE | Covington, KY | $50K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2023-11 | 990PF | View Filing |
| 2022-11 | 990PF | View Filing |
| 2021-11 | 990PF | View Filing |
| 2020-11 | 990PF | View Filing |
| 2018-11 | 990PF | View Filing |
| 2017-11 | 990PF | View Filing |
| 2016-11 | 990PF | View Filing |
| 2015-11 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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