Helen and Carlton M Fishel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM CITY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $975K in total assets. In 2024, it awarded 25 grants totaling $70K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$975K
-2.2% YoY
Annual Giving
$70K
+6.7% YoY
Grant Count
25
+13.6% YoY
Avg Grant Size
$3K
-6.1% YoY
Under IRS private-foundation payout rules, Helen and Carlton M Fishel reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen and Carlton M Fishel
Based on IRS filings
Helen and Carlton M Fishel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM CITY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $975K in total assets. In 2024, it awarded 25 grants totaling $70K. Net investment income was $26K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $975,093 | $996,643 | $934,097 |
| Revenue | $63,000 | $140,936 | $120,369 |
| Expenses | $84,550 | $78,390 | $81,229 |
| Qualifying Distributions | $69,700 | $65,350 | $69,500 |
| Net Investment Income | $26,444 | $26,509 | $26,922 |
| Distributable Amount | $72,176 | $67,140 | $69,795 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Barstow Reed Cleveland Clinic ($10,000), Tahoe Food Hub ($10,000), William Smith Athletics endowment fund ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FLORIDA OCEANOGRAPHIC SOCIETY STUART, FL | CHARITABLE WORK | $1,250 |
| BARSTOW REED CLEVELAND CLINIC STUART, FL | CHARITABLE WORK | $10,000 |
| CHURCH OF THE RESURRECTION RYE, NY | CHARITABLE WORK | $1,000 |
| FORDHAM UNIVERSITY WEST HARRISON, NY | CHARITABLE WORK | $1,000 |
| HARBOUR RIDGE FAMILY FOUNDATION PALM CITY, FL | CHARITABLE WORK | $3,000 |
| HOPE RURAL SCHOOL INDIANTOWN, FL | CHARITABLE WORK | $1,000 |
| SAFE SPACE INC NEW YORK, NY | CHARITABLE WORK | $1,700 |
| ST JOAN OF ARC ROMAN CATHOLICCHURCH PHOENIX, AZ | CHARITABLE WORK | $2,000 |
| ST VINCENTS HOSPITAL HARRISON HARRISON, NY | CHARITABLE WORK | $5,000 |
| ST JOSEPHS HEALTH FUND YONKERS, NY | CHARITABLE WORK | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PENELOPE F CARR | Director | — | — |
| KATHLEEN F MCCULLOUGH | Director | — | — |
| DOUGLAS J MCDERMOTT | Director | — | — |
| KRISTEN MCCULLOUGH DASSATTI | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen and Carlton M Fishel?
Helen and Carlton M Fishel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM CITY, FL. It holds $975K in total assets as of 2024.
How large is Helen and Carlton M Fishel?
As of 2024, Helen and Carlton M Fishel holds $975K in total assets with $63K in annual revenue. It awarded 25 grants totaling $70K in 2024.
Where does Helen and Carlton M Fishel operate?
Helen and Carlton M Fishel has awarded grants in Arizona, California, Connecticut, Florida, Georgia, Indiana, Massachusetts, New York, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia.
What size grants does Helen and Carlton M Fishel award?
In 2024, Helen and Carlton M Fishel awarded 25 grants totaling $70K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Helen and Carlton M Fishel required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen and Carlton M Fishel reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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