Fernald Family Foundation Inc

Saratoga, CA
Tax-exempt since Feb. 1998
EIN: 77-0471765

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$61.3k (2024)

Expenses

$11.8k (2024)

Total Assets

$83.1k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

$61,263

Expenses

$11,800

Net Income

$49,463

Net Assets

$83,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$56,032	91.5%
Interest Revenue	$1	0.0%
Dividends	$3,042	5.0%
Sales of Assets	$2,188	3.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,912	92.5%
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	$83,130
Total Liabilities	$0
Net Assets	$83,130

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$4,347

Expenses

$18,729

Net Income

-$14,382

Net Assets

$84,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,288	52.6%
Interest Revenue	$1	0.0%
Dividends	$3,156	72.6%
Sales of Assets	-$1,098
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,870	95.4%
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	$84,140
Total Liabilities	$0
Net Assets	$84,140

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 11, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,186

Expenses

$12,180

Net Income

-$8,994

Net Assets

$98,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.1%
Dividends	$3,184	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,320	92.9%
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	$98,522
Total Liabilities	$0
Net Assets	$98,522

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on June 5, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$7,959

Expenses

$14,024

Net Income

-$6,065

Net Assets

$107,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$3,330	41.8%
Sales of Assets	$4,627	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,270	94.6%
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	$107,516
Total Liabilities	$0
Net Assets	$107,516

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 12, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$26,500

Expenses

$7,405

Net Income

$19,095

Net Assets

$113,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,880	93.9%
Interest Revenue	$2	0.0%
Dividends	$3,370	12.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,703	90.5%
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	$113,581
Total Liabilities	$1
Net Assets	$113,580

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 14, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$8,804

Expenses

$15,312

Net Income

-$6,508

Net Assets

$94,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.2%
Dividends	$4,166	47.3%
Sales of Assets	$4,621	52.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,210	92.8%
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	$94,314
Total Liabilities	$1
Net Assets	$94,313

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on June 11, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$33,467

Expenses

$13,865

Net Income

$19,602

Net Assets

$100,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.1%
Dividends	$4,845	14.5%
Sales of Assets	$28,603	85.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,110	94.6%
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	$100,822
Total Liabilities	$0
Net Assets	$100,822

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$9,208

Expenses

$11,914

Net Income

-$2,706

Net Assets

$81,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$4,253	46.2%
Sales of Assets	$4,954	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,010	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	$81,220
Total Liabilities	$0
Net Assets	$81,220

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 11, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$8,715

Expenses

$14,230

Net Income

-$5,515

Net Assets

$83,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,175	59.4%
Sales of Assets	$3,539	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,585	95.5%
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	$83,926
Total Liabilities	$0
Net Assets	$83,926

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 4, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$5,942

Expenses

$14,619

Net Income

-$8,677

Net Assets

$89,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,225	87.9%
Sales of Assets	$717	12.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,755	94.1%
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	$89,441
Total Liabilities	$0
Net Assets	$89,441

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 12, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$7,748

Expenses

$12,210

Net Income

-$4,462

Net Assets

$98,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$160	2.1%
Interest Revenue	$0
Dividends	$4,567	58.9%
Sales of Assets	$3,021	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,050	98.7%
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	$98,118
Total Liabilities	$0
Net Assets	$98,118

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 5, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$41,046

Expenses

$10,078

Net Income

$30,968

Net Assets

$102,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,138	80.7%
Interest Revenue	$0
Dividends	$3,342	8.1%
Sales of Assets	$4,534	11.0%
Other Income	$32	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,010	99.3%
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	$102,580
Total Liabilities	$0
Net Assets	$102,580

Compensation

Key Employees and Officers	Compensation	Other
Barry Fernald (President)	$0	$0
Rachel Fernald (Vice President)	$0	$0
Brett Fernald (Vice President)	$0	$0
Toby Fernald (Secretary/Cfo)	$0	$0

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990-PF

Filed on May 13, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$3,255

Expenses

$12,042

Net Income

-$8,787

Net Assets

$71,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,255	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,460	95.2%
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	$71,612
Total Liabilities	$1
Net Assets	$71,611

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$22,745

Expenses

$14,030

Net Income

$8,715

Net Assets

$80,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,724	86.7%
Interest Revenue	$0
Dividends	$2,072	9.1%
Sales of Assets	$949	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,460	95.9%
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	$80,399
Total Liabilities	$0
Net Assets	$80,399

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Fernald Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $61.3k (2024)

Expenses $11.8k (2024)

Total Assets $83.1k (2024)

Total Liabilities $0 (2024)

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$61.3k (2024)

Expenses

$11.8k (2024)

Total Assets

$83.1k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001