Nonprofit · EIN 91-6525837
JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION
Also known as FERNANDEZ JOSEPH M TTEE
Tax-exempt · CARLSBAD, CA 92011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $57,936 | $45,619 | $12,317 | $152,018 | $0 | $152,018 |
| January 31, 2024 | 990-PF | $14,313 | $80,726 | -$66,413 | $139,701 | $0 | $139,701 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $36,216
- Dividends
- $6,378
- Net gain from sales of assets
- $15,342
Expenses
- Grants and similar amounts paid
- $39,287
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $42,382
- Excise tax on investment income
- $257
Balance sheet and other
- Total assets, start of year
- $139,701
- Total assets, end of year
- $152,018
- Total liabilities, end of year
- $0
- Net assets, end of year
- $152,018
- Fair market value of assets
- $297,832
- Qualifying distributions
- $42,382
- Net investment income
- $21,720
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH FERNANDEZ 3930 SKYLINE ROAD, CARLSBAD, CA 92008 | TRUSTEE | 0 | $0 |
| JOAN FERNANDEZ 3930 SKYLINE ROAD, CARLSBAD, CA 92008 | TRUSTEE | 0 | $0 |
990-PF for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH FERNANDEZ 3930 SKYLINE ROAD, CARLSBAD, CA 92008 | TRUSTEE | 0 | $0 |
| JOAN FERNANDEZ 3930 SKYLINE ROAD, CARLSBAD, CA 92008 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7040 AVENIDA ENCINAS STE 104-305, CARLSBAD, CA 92011-4653
- In care of
- % JOSEPH M FERNANDEZ
- Signed the 990-PF
- JOSEPH FERNANDEZ, PRESIDENT
- Phone
- (858) 759-6870
- Return prepared by
- LAVINE LOFGREN MORRIS & ENGELBERG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 91-6525837 or by the name JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 91-6525837
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $152,018
- Income (IRS master file)
- $62,593
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $57,936 | $45,619 | $152,018 | XML |
| 990-PF | January 2024 | $14,313 | $80,726 | $139,701 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-6525837).
Questions about JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION
- What is the EIN of JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION?
- The employer identification number (EIN) of JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION is 91-6525837.
- Is JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOAN & JOSEPH FERNANDEZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $57,936, expenses of $45,619 and total assets of $152,018 at year end.
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All nonprofits in CARLSBAD · California · Philanthropy, voluntarism and grantmaking foundations