Gilbert & Jacqueline R Fern Foundation

Foundation · Grantmaker Chicago, IL EIN: 26-1464104

Gilbert & Jacqueline R Fern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $898K in total assets. In 2025, it awarded 6 grants totaling $220K. Net investment income was $66K.

Key facts about Gilbert & Jacqueline R Fern Foundation

In short: Gilbert & Jacqueline R Fern Foundation gave $220K across 6 grants in 2025 (avg $37K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
26-1464104
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$220,000
Grants made (2025)
6
Average grant
$36,667
Median grant
$5,000
Total assets
$897,844
Primary geography
Illinois (55% 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

$898K

-14.6% YoY

Annual Giving

$220K

+35.8% YoY

Grant Count

6

+200.0% YoY

Avg Grant Size

$37K

-54.7% YoY

Under IRS private-foundation payout rules, Gilbert & Jacqueline R Fern Foundation reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.

How Gilbert & Jacqueline R Fern Foundation gives

  • Giving grew 567% from 2022 to 2025. Method
  • In 2025 it paid out 355% 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

4states

Share of all 6 itemized 2025 grant dollars.

Cities

ChicagoIndioLouisvilleMemphisSkokie

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K6 grants20207 grants20212 grants20225 grants20232 grants20246 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Find Food Bank Coachella Valley: $100KFind Food Bank CoachellaValley$100KGreater Chicago Food Depository: $100KGreater Chicago FoodDepository$100KJewish Council for Youth Services: $5KJewish Council for YouthServices$5KLes Turner ALS Foundation: $5KLes Turner ALS Foundation$5KSt Jude Children's Research Hospita: $5KSt Jude Children's ResearchHospita$5KUS Holocaust Memorial Museum: $5KUS Holocaust Memorial Museum$5K

Grant Size Distribution

22 grants across all recorded years

16<$50K$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
FIND FOOD BANK COACHELLA VALLEY Indio, CACHARITABLE$100,000
GREATER CHICAGO FOOD DEPOSITORY Chicago, ILCHARITABLE$100,000
JEWISH COUNCIL FOR YOUTH SERVICES Chicago, ILCHARITABLE$5,000
LES TURNER ALS FOUNDATION Chicago, ILCHARITABLE$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITA Chicago, ILCHARITABLE$5,000
US HOLOCAUST MEMORIAL MUSEUM Skokie, ILCHARITABLE$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M202020212022202320242025
Metric202520242023
Total Assets$897,844$1,051,775$1,187,858
Revenue$80,325$41,657$78,205
Expenses$234,493$177,740$183,925
Qualifying Distributions$220,000$162,000$170,500
Net Investment Income$65,847$27,790$59,520
Distributable Amount$62,038$65,386$61,804

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 22, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 22, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2026)

Leadership & Key People

Officers and directors from IRS filings

Gilbert & Jacqueline R Fern Foundation is led by Robin Fern, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robin Fern

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Charles Gofen

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ronald Schreiber

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Gilbert & Jacqueline R Fern Foundation

How much does Gilbert & Jacqueline R Fern Foundation give each year?

Gilbert & Jacqueline R Fern Foundation gave $220K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $162K across 2 grants.

What is Gilbert & Jacqueline R Fern Foundation's typical grant size?

Gilbert & Jacqueline R Fern Foundation's median grant in 2025 was $5,000, and its average grant was $36,667, across 6 grants on its 2025 IRS Form 990-PF.

Where does Gilbert & Jacqueline R Fern Foundation give grants?

Gilbert & Jacqueline R Fern Foundation gives mostly in Illinois: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (45%). The most frequent recipient cities were Chicago, IL (4 grants).

Does Gilbert & Jacqueline R Fern Foundation give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Gilbert & Jacqueline R Fern Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (6 grants).

Who are Gilbert & Jacqueline R Fern Foundation's largest grantees?

Gilbert & Jacqueline R Fern Foundation's largest 2025 grantees include Find Food Bank Coachella Valley ($100,000), Greater Chicago Food Depository ($100,000) and Jewish Council for Youth Services ($5,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.

How large is Gilbert & Jacqueline R Fern Foundation?

Gilbert & Jacqueline R Fern Foundation reported $898K in total assets on its 2025 IRS Form 990-PF. It paid out $220K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).

What is Gilbert & Jacqueline R Fern Foundation?

Gilbert & Jacqueline R Fern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chicago, IL. It holds $898K in total assets as of 2025.

What is Gilbert & Jacqueline R Fern Foundation's EIN?

Gilbert & Jacqueline R Fern Foundation's EIN (Employer Identification Number) is 26-1464104. IRS Form 990 filing data is available on this page for 2020–2025.

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

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