The Fermata Charitable Foundation
The Fermata Charitable Foundation is a private grantmaking foundation based in Elmhurst, Illinois. Established in March 2007, it operates as a 501(c)(3) organization dedicated to philanthropic giving across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.0M
+8.8% YoY
Annual Giving
$388K
+2.0% YoY
Grant Count
17
+13.3% YoY
Avg Grant Size
$23K
-10.0% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Housing and supportive services
- Food pantries and food assistance
- Women's shelters
Grantmaking
The foundation does not currently maintain live grant opportunities.
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Geographic Focus
Where this funder awards grants
The foundation primarily directs its grantmaking toward organizations in:
- Illinois
- Iowa
- Idaho
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $5,046,195 (as of most recent filing)
Total Giving: $388,200
Revenue: $311,000 (2023)
Expenses: $427,000 (2023)
Total Liabilities: $0 (2023)
The foundation maintains a healthy asset base with no outstanding liabilities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,046,195 | $4,638,335 | $4,752,882 |
| Revenue | $847,462 | $311,087 | $-99,625 |
| Expenses | $466,585 | $427,449 | $231,994 |
| Qualifying Distributions | $401,900 | $388,798 | $172,274 |
| Net Investment Income | $805,473 | $256,813 | $52,291 |
| Distributable Amount | $356,859 | $305,926 | $315,255 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
David T. Nass serves as trustee of the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Gaylene R Nass | Co-Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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