The Joan and Joseph Fernandez is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $152K in total assets. In 2025, it awarded 6 grants totaling $39K. Net investment income was $18K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$152K
+8.8% YoY
Annual Giving
$39K
-45.4% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$7K
-36.3% YoY
Under IRS private-foundation payout rules, The Joan and Joseph Fernandez reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
About The Joan and Joseph Fernandez
Based on IRS filings
The Joan and Joseph Fernandez is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $152K in total assets. In 2025, it awarded 6 grants totaling $39K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $152,018 | $139,701 | $206,114 |
| Revenue | $57,936 | $14,313 | $36,634 |
| Expenses | $45,619 | $80,726 | $227,012 |
| Qualifying Distributions | $42,382 | $76,022 | $223,180 |
| Net Investment Income | $18,483 | $1,725 | $25,468 |
| Distributable Amount | $13,866 | $13,294 | $17,643 |
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
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Hiram College ($20,000), Challenged Athletes Foundation (caf) ($14,787), Society of St Vincent De Paul ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CHALLENGED ATHLETES FOUNDATION (CAF) SAN DIEGO, CA | GENERAL | $14,787 |
| SAVINGS HORSES INC ENCINITAS, CA | GENERAL | $1,000 |
| HIRAM COLLEGE HIRAM, OH | GENERAL | $20,000 |
| SOCIETY OF ST VINCENT DE PAUL SAN DIEGO, CA | GENERAL | $1,500 |
| LIVE OAK INTERNATIONAL MARION COUNTY, FL | GENERAL | $1,000 |
| THE FOUNDATION FOR THE CARE OF INDIGENT ANIMALS (FCIA) SPRING VALLEY, CA | GENERAL | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH FERNANDEZ | TRUSTEE | — | — |
| JOAN FERNANDEZ | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Joan and Joseph Fernandez?
The Joan and Joseph Fernandez is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. It holds $152K in total assets as of 2025.
How large is The Joan and Joseph Fernandez?
As of 2025, The Joan and Joseph Fernandez holds $152K in total assets with $58K in annual revenue. It awarded 6 grants totaling $39K in 2025.
Where does The Joan and Joseph Fernandez operate?
The Joan and Joseph Fernandez has awarded grants in California, Florida, Indiana, Ohio.
What size grants does The Joan and Joseph Fernandez award?
In 2025, The Joan and Joseph Fernandez awarded 6 grants totaling $39K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Joan and Joseph Fernandez required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Joan and Joseph Fernandez reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joan and Joseph Fernandez's EIN?
The Joan and Joseph Fernandez's EIN (Employer Identification Number) is 91-6525837. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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