Gilbert And Jacqueline R Fern Foundation

Chicago, IL
Tax-exempt since Feb. 2009
EIN: 26-1464104

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.

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.
2024

Revenue

$41,657

Expenses

$177,740

Net Income

-$136,083

Net Assets

$1,051,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,874	64.5%
Dividends	$14,164	34.0%
Sales of Assets	$619	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,000	91.1%
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	$1,051,775
Total Liabilities	$0
Net Assets	$1,051,775

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on May 5, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$78,205

Expenses

$183,925

Net Income

-$105,720

Net Assets

$1,187,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,775	7.4%
Interest Revenue	$22,162	28.3%
Dividends	$18,737	24.0%
Sales of Assets	$31,531	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,500	92.7%
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	$1,187,858
Total Liabilities	$0
Net Assets	$1,187,858

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$35,732

Expenses

$45,454

Net Income

-$9,722

Net Assets

$1,293,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,720	7.6%
Dividends	$33,012	92.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,000	72.6%
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	$1,293,578
Total Liabilities	$0
Net Assets	$1,293,578

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on Aug. 31, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,395,966

Expenses

$371,869

Net Income

$1,024,097

Net Assets

$1,303,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,386,191	99.3%
Interest Revenue	$4	0.0%
Dividends	$9,706	0.7%
Sales of Assets	$65	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,233	98.5%
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	$1,303,300
Total Liabilities	$0
Net Assets	$1,303,300

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on May 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$76,979

Expenses

$274,492

Net Income

-$197,513

Net Assets

$279,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$74,810	97.2%
Interest Revenue	$2,444	3.2%
Dividends	$2,707	3.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,128	99.1%
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	$279,203
Total Liabilities	$1
Net Assets	$279,202

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on June 22, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$11,934

Expenses

$81,749

Net Income

-$69,815

Net Assets

$476,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,685	64.4%
Dividends	$4,249	35.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,539	96.1%
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	$476,716
Total Liabilities	$1
Net Assets	$476,715

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on Oct. 27, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$231,084

Expenses

$52,406

Net Income

$178,678

Net Assets

$546,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$221,186	95.7%
Interest Revenue	$2,629	1.1%
Dividends	$3,766	1.6%
Sales of Assets	$3,503	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,932	95.3%
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	$546,531
Total Liabilities	$0
Net Assets	$546,531

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on June 19, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$259,870

Expenses

$47,048

Net Income

$212,822

Net Assets

$367,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$252,135	97.0%
Interest Revenue	$924	0.4%
Dividends	$2,904	1.1%
Sales of Assets	$3,907	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,304	96.3%
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	$367,853
Total Liabilities	$0
Net Assets	$367,853

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on June 27, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,718

Expenses

$92,914

Net Income

-$91,196

Net Assets

$155,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$87	5.1%
Dividends	$2,269	> 100%
Sales of Assets	-$638
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,595	98.6%
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	$155,031
Total Liabilities	$1
Net Assets	$155,030

Compensation

Key Employees and Officers	Compensation	Other
Robin Fern (President)	$0	$0
Ronald Schreiber (Vice President)	$0	$0
Charles Gofen (Director)	$0	$0

990-PF

Filed on June 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$253,042

Expenses

$40,347

Net Income

$212,695

Net Assets

$246,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$249,125	98.5%
Interest Revenue	$42	0.0%
Dividends	$446	0.2%
Sales of Assets	$3,429	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,200	99.6%
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	$246,226
Total Liabilities	$0
Net Assets	$246,226

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$611

Expenses

$40,616

Net Income

-$40,005

Net Assets

$33,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.5%
Dividends	$1,224	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,537	99.8%
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	$33,531
Total Liabilities	$0
Net Assets	$33,531

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$2,218

Expenses

$15,706

Net Income

-$13,488

Net Assets

$73,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$2,217	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,510	92.4%
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	$73,536
Total Liabilities	$0
Net Assets	$73,536

Compensation

Key Employees and Officers	Compensation	Other
Gilbert Fern (Director)	$0	$0
Jacqueline Fern (Director)	$0	$0
Ronald Schreiber (Director/Sec)	$0	$0
Robin Fern (Vice Pres)	$0	$0

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990-PF

Filed on June 26, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$2,056

Expenses

$333,686

Net Income

-$331,630

Net Assets

$87,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.4%
Dividends	$2,047	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,479	98.4%
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	$87,024
Total Liabilities	$0
Net Assets	$87,024

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$88,496

Expenses

$304,421

Net Income

-$215,925

Net Assets

$418,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,237	7.0%
Interest Revenue	$10	0.0%
Dividends	$17,283	19.5%
Sales of Assets	$64,966	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,300	96.7%
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	$418,654
Total Liabilities	$1
Net Assets	$418,653

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

PDF

Fiscal Year Ending Dec.
2009

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

PDF

Fiscal Year Ending Dec.
2008

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2007

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

PDF

About This Data

What Is This Data?

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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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Gilbert And Jacqueline R Fern Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Fiscal Year Ending Dec.
2024

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