Fernholz Foundation
PRINCETON, NJ EIN: 90-0403980
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$16.7M
-4.4% YoY
Annual Giving
$1.3M
+57.9% YoY
Grant Count
7
+75.0% YoY
Avg Grant Size
$179K
-9.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,663,482 | $17,429,617 | $17,926,701 |
| Revenue | $497,368 | $300,400 | $345,506 |
| Expenses | $1,263,503 | $797,484 | $997,372 |
| Qualifying Distributions | $1,259,252 | $796,242 | $996,185 |
| Net Investment Income | $493,117 | $426,487 | $344,319 |
| Distributable Amount | $1,099,570 | $955,890 | $982,863 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Fernholz Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| E ROBERT FERNHOLZ | DIRECTOR, SECRETARY | 1 | — |
| LUISA T FERNHOLZ | DIRECTOR, PRESIDENT | 6 | — |
| RICARDO T FERNHOLZ | DIRECTOR | — | — |
| STEPHEN A BRIGANTI | DIRECTOR | — | — |
| DANIEL T FERNHOLZ | DIRECTOR | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New Jersey $2.8M (52%)
New York $1.9M (34%)
Massachusetts $500K (9%)
California $200K (4%)
Cities
BerkeleyCambridgeNew YorkPalinsboroPrinceton
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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