Helen and Carlton M Fishel
Helen and Carlton M Fishel is a private foundation based in Palm City, Florida. It made 22 grants totaling $71,650 in filing year 2025, supporting charitable organizations in several states.
Helen and Carlton M Fishel at a glance
In short: Helen and Carlton M Fishel gave $72K across 22 grants in 2025 (avg $3K), top state New York. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $71,650
- +2.8% vs 2024
- Grants made (2025)
- 22
- -12.0% vs 2024
- Average grant
- $3,257
- +16.8% vs 2024
- Median grant
- $1,000
- Total assets
- $960,518
- -1.5% vs 2024
- New grantees (estimate)
- 32% first-time grantees (7 of 22, 2025; small sample)
- Primary geography
- New York (36% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Helen and Carlton M Fishel
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 12795 Mariner Court, Palm City, FL 34990
Phone: (914) 420-9099
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Helen and Carlton M Fishel funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Barstow Reed Cleveland Clinic ($10K). Together the top 10 received $62K.
Grant Size Distribution
126 grants across all recorded years
The most common grant size was under $50K: 126 grants of 126 (100%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in New York (36%), Florida (31%), Massachusetts (15%), California (14%), and Georgia (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is Helen and Carlton M Fishel open to new grantees?
32%
first-time grantees, 2025
In 2025, 7 of 22 grantees (32%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $4K; repeat grants $3K. How we count
Medians: $5K first-time, $1K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $64K (2020) to $72K (2025). In 2025 it made 22 grants totaling $72K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Barstow Reed Cleveland Clinic Stuart, FL | Charitable Work | $10,000 |
| William SMITH ATHLETICS ENDOWMENT FUND Geneva, NY | Charitable Work | $10,000 |
| Shane McConkey Foundation Olympic Village, CA | Charitable Work | $10,000 |
| St Vincents Hospital Harrison Harrison, NY | Charitable Work | $6,000 |
| Norwell Public Library Foundation Norwell, MA | Chartiable Work | $5,000 |
| Our Lady of the Angels Lakewood Ranch, FL | Charitable Work | $5,000 |
| Wonderfund of MA Newton, MA | Charitable Work | $5,000 |
| Harbour Ridge Family Foundation Palm City, FL | Charitable Work | $4,500 |
| St Josephs Health Fund Yonkers, NY | Charitable Work | $4,000 |
| St Vincents Hospital Westchester Harrison, NY | Charitable Work | $2,150 |
Ready to take the next step with Helen and Carlton M Fishel?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $960,518 | $72,529 | $87,104 | $71,650 | 22 | $71,650 | $27,735 | $77,483 |
| 2024 | $975,093 | $63,000 | $84,550 | $69,700 | 25 | $69,700 | $26,444 | $72,176 |
| 2023 | $996,643 | $140,936 | $78,390 | $65,350 | 22 | $65,350 | $26,509 | $67,140 |
| 2022 | $934,097 | $120,369 | $81,229 | $69,500 | 31 | $69,500 | $26,922 | $69,795 |
| 2021 | $894,957 | $126,002 | $78,150 | $66,550 | 26 | $66,550 | $26,401 | $69,817 |
| 2020 | $847,105 | $62,240 | $76,806 | $64,450 | 25 | — | $25,413 | $64,067 |
Under IRS private-foundation payout rules, Helen and Carlton M Fishel reported a distributable amount of $77K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including a hospital, a public library foundation, a university, a church, and charitable foundations.
Among the grantees, the Shane McConkey Foundation describes its mission as honoring people who inspire positive change. Harbour Ridge Family Foundation says it provides educational grants to employees, independent contractors, and their families, as well as hardship assistance to employees. St. Joseph’s Health Fund says it solicits public contributions for the benefit of SJMC, Inc. Hope Rural School says it is a private Catholic nonprofit school for children of immigrants and farm workers. Fordham University describes itself as a Jesuit university committed to learning, research, and education.
Grantmaking
In filing year 2025, the foundation gave 22 grants totaling $71,650. Grants ranged from $500 to $10,000, with a median grant of $1,000.
Among the largest grants were $10,000 each to Barstow Reed Cleveland Clinic in Stuart, Florida; William Smith Athletics Endowment Fund in Geneva, New York; and the Shane McConkey Foundation. Other notable grants included $6,000 to St. Vincents Hospital Harrison; $5,000 each to Norwell Public Library Foundation, Our Lady of the Angels, and Wonderfund of MA; $4,500 to Harbour Ridge Family Foundation; and $4,000 to St. Joseph’s Health Fund. The foundation also gave $1,000 to Hope Rural School and $1,000 to Fordham University.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Penelope F Carr, Kathleen F McCullough, Douglas J McDermott, and Kristen McCullough Dassatti as directors.
Helen and Carlton M Fishel's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Douglas J. McDermott
Director
On filings since 2020
No compensation reported
Kathleen F. McCullough
Director
On filings since 2020
No compensation reported
Kristen McCullough Dassatti
Director
On filings since 2020
No compensation reported
Penelope F. Carr
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Helen and Carlton M Fishel
How much does Helen and Carlton M Fishel give each year?
Helen and Carlton M Fishel gave $72K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 25 grants.
What is Helen and Carlton M Fishel's typical grant size?
Helen and Carlton M Fishel's median grant in 2025 was $1,000, and its average grant was $3,257, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Helen and Carlton M Fishel that year got $4K on average.
Where does Helen and Carlton M Fishel give grants?
Helen and Carlton M Fishel's top state is New York, with 36% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (31%) and Massachusetts (15%). The most frequent recipient cities were Harrison, NY (2 grants).
Does Helen and Carlton M Fishel give general operating support?
Not in 2025: none of the 22 grants with a stated purpose on Helen and Carlton M Fishel's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Work" (21 grants).
Who are Helen and Carlton M Fishel's largest grantees?
Helen and Carlton M Fishel's largest 2025 grantees include Barstow Reed Cleveland Clinic ($10,000), William SMITH ATHLETICS ENDOWMENT FUND ($10,000) and Shane McConkey Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is Helen and Carlton M Fishel?
Helen and Carlton M Fishel reported $961K in total assets on its 2025 IRS Form 990-PF. It paid out $72K in qualifying distributions that year, against a required minimum of $77K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Helen and Carlton M Fishel fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including a hospital, a public library foundation, a university, a church, and charitable foundations. See mission & focus areas ↑
How do I apply for a grant from Helen and Carlton M Fishel?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Helen and Carlton M Fishel's EIN?
Helen and Carlton M Fishel's EIN (Employer Identification Number) is 13-3975322. IRS Form 990 filing data is available on this page for 2020–2025.
Does Helen and Carlton M Fishel accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 22, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2026)
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Cite this profile
Grantable. (2026). Helen and Carlton M Fishel funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/helen-and-carlton-m-fishel-morg_47a51b6e5ce84dbbbe718a8c04f81570
BibTeX
@misc{grantable_133975322_2026,
author = {{Grantable}},
title = {{Helen and Carlton M Fishel funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/helen-and-carlton-m-fishel-morg_47a51b6e5ce84dbbbe718a8c04f81570},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Helen and Carlton M Fishel's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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