Fermata Charitable Foundation

David T Nass Ttee

Elmhurst, IL
Tax-exempt since March 2007
EIN: 20-7034733

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$311k (2023)

Expenses

$427k (2023)

Total Assets

$4.64M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$311,087

Expenses

$427,449

Net Income

-$116,362

Net Assets

$4,638,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$83,391	26.8%
Sales of Assets	$211,565	68.0%
Other Income	$16,127	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,798	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,638,335
Total Liabilities	$0
Net Assets	$4,638,335

Compensation

Key Employees and Officers	Compensation	Other
Gaylene R Nass (Co Trustee)	$0	$0

990-PF

Filed on Aug. 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$99,625

Expenses

$231,994

Net Income

-$331,619

Net Assets

$4,752,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,043
Sales of Assets	-$195,668
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,274	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,752,882
Total Liabilities	$0
Net Assets	$4,752,882

Compensation

Key Employees and Officers	Compensation	Other
Gaylene R Nass (Co Trustee)	$0	$0

990-PF

Filed on Dec. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2021

Revenue

$1,678,682

Expenses

$738,660

Net Income

$940,022

Net Assets

$5,084,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,303	3.9%
Sales of Assets	$1,608,621	95.8%
Other Income	$3,758	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$653,600	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,084,055
Total Liabilities	$0
Net Assets	$5,084,055

Compensation

Key Employees and Officers	Compensation	Other
Gaylene R Nass (Co Trustee)	$0	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$677,344

Expenses

$701,689

Net Income

-$24,345

Net Assets

$4,159,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$270,000	39.9%
Interest Revenue	$0
Dividends	$61,153	9.0%
Sales of Assets	$342,280	50.5%
Other Income	$3,911	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$646,962	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,159,050
Total Liabilities	$1
Net Assets	$4,159,049

Compensation

Key Employees and Officers	Compensation	Other
Gaylene R Nass (Co Trustee)	$0	$0

990-PF

Filed on July 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$1,306,931

Expenses

$226,587

Net Income

$1,080,344

Net Assets

$4,187,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,077,163	82.4%
Interest Revenue	$0
Dividends	$73,776	5.6%
Sales of Assets	$155,992	11.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,207	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,187,874
Total Liabilities	$1
Net Assets	$4,187,873

Compensation

Key Employees and Officers	Compensation	Other
Gaylene R Nass (Co Trustee)	$0	$0

990-PF

Filed on July 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Revenue

$206,780

Expenses

$172,773

Net Income

$34,007

Net Assets

$2,744,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,116	36.3%
Sales of Assets	$102,275	49.5%
Other Income	$29,389	14.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,966	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,744,039
Total Liabilities	$0
Net Assets	$2,744,039

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$324,588

Expenses

$161,636

Net Income

$162,952

Net Assets

$2,722,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,278	28.7%
Sales of Assets	$243,613	75.1%
Other Income	-$12,303

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,397	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,722,956
Total Liabilities	$0
Net Assets	$2,722,956

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$218,727

Expenses

$148,370

Net Income

$70,357

Net Assets

$2,434,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,166	33.5%
Sales of Assets	$160,134	73.2%
Other Income	-$14,573

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,764	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,434,924
Total Liabilities	$0
Net Assets	$2,434,924

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$85,846

Expenses

$131,031

Net Income

-$45,185

Net Assets

$2,392,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,905	89.6%
Sales of Assets	$17,923	20.9%
Other Income	-$8,982

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,069	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,392,022
Total Liabilities	$0
Net Assets	$2,392,022

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$140,207

Expenses

$115,040

Net Income

$25,167

Net Assets

$2,420,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,186	45.1%
Sales of Assets	$88,224	62.9%
Other Income	-$11,203

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,024	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,420,551
Total Liabilities	$0
Net Assets	$2,420,551

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Fermata Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $311k (2023)

Expenses $427k (2023)

Total Assets $4.64M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$311k (2023)

Expenses

$427k (2023)

Total Assets

$4.64M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006