Fernald Family Foundation Inc
Fernald Family Foundation Inc is a private foundation, based in Saratoga, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $122K in total assets. In 2025, it awarded 2 grants totaling $16K. Net investment income was $5K.
Key facts about Fernald Family Foundation Inc
In short: Fernald Family Foundation Inc gave $16K across 2 grants in 2025 (avg $8K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 77-0471765
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $16,000
- Grants made (2025)
- 2
- Average grant
- $8,000
- Median grant
- $8,000
- Total assets
- $121,526
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$122K
+46.2% YoY
Annual Giving
$16K
+60.0% YoY
Grant Count
2
-71.4% YoY
Avg Grant Size
$8K
+460.0% YoY
Under IRS private-foundation payout rules, Fernald Family Foundation Inc reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
How Fernald Family Foundation Inc gives
- Giving grew 52% from 2022 to 2025. Method
- In 2025 it paid out 196% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2020) to $17K (2023). In 2025 it made 2 grants totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was 11 Scholarships Awarded to Students ($15K). Together the top 2 received $16K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 11 Scholarships Awarded to Students Saratoga, CA | Individual Scholarships $500-$1,500 Awarded to Students | $15,000 |
| Oakland High School Wildcats Alumni Association Oakland, CA | General Support for Scholarship Program | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $121,526 | $83,130 | $84,140 |
| Revenue | $5,847 | $61,263 | $4,347 |
| Expenses | $17,924 | $11,800 | $18,729 |
| Qualifying Distributions | $16,982 | $10,912 | $17,870 |
| Net Investment Income | $4,914 | $4,343 | $2,298 |
| Distributable Amount | $8,654 | $7,292 | $6,427 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
Leadership & Key People
Officers and directors from IRS filings
Fernald Family Foundation Inc is led by Barry Fernald, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barry Fernald
President
On filings since 2019
No compensation reported
Brett Fernald
Vice President
On filings since 2019
No compensation reported
Rachel Fernald
Vice President
On filings since 2019
No compensation reported
Toby Fernald
Secretary & CFO
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Fernald Family Foundation Inc
How much does Fernald Family Foundation Inc give each year?
Fernald Family Foundation Inc gave $16K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 7 grants.
How large is Fernald Family Foundation Inc?
Fernald Family Foundation Inc reported $122K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
Where does Fernald Family Foundation Inc operate?
Fernald Family Foundation Inc has awarded grants in California.
What is Fernald Family Foundation Inc's EIN?
Fernald Family Foundation Inc's EIN (Employer Identification Number) is 77-0471765. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Fernald Family Foundation Inc by hand.
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