Gilbert & Jacqueline R Fern Foundation
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
Share of all 6 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FIND FOOD BANK COACHELLA VALLEY Indio, CA | CHARITABLE | $100,000 |
| GREATER CHICAGO FOOD DEPOSITORY Chicago, IL | CHARITABLE | $100,000 |
| JEWISH COUNCIL FOR YOUTH SERVICES Chicago, IL | CHARITABLE | $5,000 |
| LES TURNER ALS FOUNDATION Chicago, IL | CHARITABLE | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA Chicago, IL | CHARITABLE | $5,000 |
| US HOLOCAUST MEMORIAL MUSEUM Skokie, IL | CHARITABLE | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- 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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