Form 990-PF · public record

CALDWELL FISHER FAMILY FOUNDATION

EIN 77-0527966 · tax year January 1, 2024 to December 31, 2024

Part X · Distributable Amount

LineAs printed on the formAs filed
1Minimum investment return from Part IX, line 6$1,306,778
2cAdd lines 2a (tax on investment income from Part V) and 2b (income tax)$13,730
4Recoveries of amounts treated as qualifying distributions$4,098
6Deduction from distributable amount$0
7Distributable amount as adjusted. Subtract line 6 from line 5. Also enter on Part XII, line 1$1,297,146

Part XI · Qualifying Distributions

LineAs printed on the formAs filed
4Qualifying distributions. Add lines 1a through 3b$3,824,761

Part XII · Undistributed Income

LineAs printed on the formAs filed
6fUndistributed income for 2024. Subtract lines 4d and 5 from line 1$0

Recomputed from the return the IRS published, the minimum investment return, the excise tax and the distributable amount agree with the return as filed.

Under section 4942, income undistributed for the year ended December 31, 2024 is to be distributed by December 31, 2025, the last day of the following tax year.

Sources

Remove this page

Removes this page from this site and from search engines, at once. Nothing else is asked.