Fernholz Foundation

PRINCETON, NJ EIN: 90-0403980

Fernholz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PRINCETON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.7M in total assets. In 2024, it awarded 7 grants totaling $1.3M. Net investment income was $493K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

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

About Fernholz Foundation

Based on IRS filings

Fernholz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PRINCETON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.7M in total assets. In 2024, it awarded 7 grants totaling $1.3M. Net investment income was $493K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BerkeleyCambridgeNew YorkPalinsboroPrinceton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$347K$695K$1M$1M20202021202220232024
Metric202420232022
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

$0$314K$628K$941K$1M5 grants20206 grants20215 grants20224 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

INSTITUTE FOR ADVANCED S…$325KPRINCETON UNIVERSITY MAT…$250KCOLUMBIA UNIVERSITY$250KWEILL CORNELL MEDICINE$200KSIMONS LAUFER MATHEMATIC…$200KPRINCETON COMMUNITY HOUS…$20KPRINCETON MEDICAL CENTER$10K

Grant Size Distribution

27 grants across all recorded years

5<$50K$50–100K9$100–250K13$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
E ROBERT FERNHOLZDIRECTOR, SECRETARY1
LUISA T FERNHOLZDIRECTOR, PRESIDENT6
RICARDO T FERNHOLZDIRECTOR
STEPHEN A BRIGANTIDIRECTOR
DANIEL T FERNHOLZDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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