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Also known as: FAMILY FOUNDATION
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Joan & Joseph Fernandez Family Foundation is a private trust based in CARLSBAD, CA. The foundation received its IRS ruling in 2001. The principal officer is Joseph M Fernandez. It holds total assets of $152K. Annual income is reported at $63K. Total assets have decreased from $2.6M in 2011 to $152K in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2024. Grantmaking is concentrated in California. According to available records, Joan & Joseph Fernandez Family Foundation has made 12 grants totaling $300K, with a median grant of $5K. Annual giving has grown from $80K in 2022 to $220K in 2023. Individual grants have ranged from $500 to $200K, with an average award of $25K. The foundation has supported 9 unique organizations. Grants have been distributed to organizations in Ohio and California and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$8K
Average Grant
$13K
Largest Grant
$52K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joan & Joseph Fernandez Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in OH, CA, FL.
Joan & Joseph Fernandez Family Foundation has distributed a total of $300K across 12 grants. The median grant size is $5K, with an average of $25K. Individual grants have ranged from $500 to $200K.
Joan & Joseph Fernandez Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Joan & Joseph Fernandez Family Foundation is headquartered in CARLSBAD, CA. While based in CA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Joseph Fernandez | TRUSTEE | $0 | $0 | N/A |
| Joan Fernandez | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$152K
Fair Market Value
N/A
Net Worth
$152K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
12
Total Giving
$300K
Average Grant
$25K
Median Grant
$5K
Unique Recipients
9
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Just In TimeGENERAL | San Diego, CA | $5K | 2023 |
| Society Of St Vincent De PaulGENERAL | San Diego, CA | $2K | 2023 |
| Hiram College FoundationGENERAL | Hiram, OH | $200K | 2023 |
| Caf Challenged Athletes FoundationGENERAL | San Diego, CA | $10K | 2023 |
| Live Oak InternationalGENERAL | Marion County, FL | $2K | 2023 |
| Santa Barbara Showgrounds FoundationGENERAL | Santa Barbara, CA | $500 | 2023 |
| Village OzGENERAL | Point Arena, CA | $10K | 2022 |
| Friesian Horse Club Of Southern CalifGENERAL | Norco, CA | $5K | 2022 |
| Young Lions Jazz ConservatoryGENERAL | San Diego, CA | $1K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA