Civic Intelligence

Harmes C Fishback Foundation Trust No 2

EIN 93-6523724 • Lakeville, CT

395 Salmon Kill RoadLakeville, CT 06039
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

88th percentile

57%

Higher net margin than 88% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,120,359

Up $10,120,359 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,120,359

Up $10,120,359 from 2023

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Up

$1,342,417

Up $1,342,417 from 2023

Expenses

Up

$578,955

Up $578,955 from 2023

Net Income

Up

$763,462

Up $763,462 from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $10,120,359Liabilities 2024: $0Net Assets 2024: $10,120,3592024

Highlighted filing

2024

Assets$10,120,359
Liabilities$0
Net Assets$10,120,359
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $1,342,417Expenses 2024: $578,955Net Income 2024: $763,4622024

Highlighted filing

2024

Revenue$1,342,417
Expenses$578,955
Net Income$763,462
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,120,359
Liabilities
$0
Net assets
$10,120,359
Revenue
$1,342,417
Expenses
$578,955
Net income
$763,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.34$0.58$0.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN STAPLETON IIITrustee-$0--
Sarah stapleton -ReesTrustee-$0--
Benjamin Stapleton IVTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-charitablePCDENVER, CO, US$100,000
Paid Grant-charitablePCDENVER, CO, US$50,000
Paid Grant-charitablePCDENVER, CO, US$50,000
Paid Grant-charitablePCENGLEWOOD, CO, US$33,333
Paid Grant-charitablePCSouth Orange Village, NJ, US$30,000
Paid Grant-charitablePCArlington, VA, US$25,000
Paid Grant-charitablePCDENVER, CO, US$25,000
Paid Grant-charitablePCDENVER, CO, US$25,000
Paid Grant-charitablePCDENVER, CO, US$20,000
Paid Grant-charitablePCDENVER, CO, US$20,000
Paid Grant-charitablePCVIRGINIA BEACH, VA, US$15,000
Paid Grant-charitablePCLakewood, CO, US$15,000
Paid Grant-charitablePCDENVER, CO, US$15,000
Paid Grant-charitablePCDENVER, CO, US$15,000
Paid GrantGILDER LEHRMANCHARITABLEPCNEW YORK, NY, US$12,500
Paid Grant-charitablePCQUANTICO, VA, US$12,500
Paid Grant-charitablePCBRONX, NY, US$10,000
Paid Grant-charitablePCMORRISON, CO, US$10,000
Paid Grant-charitablePCDENVER, CO, US$10,000
Paid Grant-charitablePCWALDEN, CO, US$10,000
Paid Grant-charitablePCLAKEVILLE, CT, US$10,000
Paid Grant-charitablePCSHARON, CT, US$10,000
Paid Grant-charitablePCMILFORD, CT, US$10,000
Paid Grant-charitablePCDENVER, CO, US$5,000
Paid Grant-charitablePCLakeville, CT, US$5,000
Filing and Contact Details

Filer

Filer Name
Harmes C Fishback Foundation Trust No 2
EIN
93-6523724
Phone
8453575668
Address
395 SALMON KILL ROAD, LAKEVILLE, CT 06039

Signing Officer

Name
Benjamin Stapleton Iii
Title
Trustee
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Berard & Associates Cpas Pc
Address
44 PARK AVE, SUFFERN, NY 10901
Preparer
Donalee R Berard
Phone
8453575668
Raw XML AppendixShowing 400 of 548 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt049 W 45th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 Irvington Ave
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51619 D Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67000 W 14th Ave
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt818300 W Alameda Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91007 York Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10789 N Sherman St STE 610
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1393 N Quebec St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155115 Race Ct
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16601 Broadway St MC 0111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt177155 E 38th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1855 Clermont St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19100 W 14th Ave Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt202401 East Evans Avenue
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2213A Porter St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2380 Hilltop Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24174 POST ROAD
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