The Joan And Joseph Fernandez | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Joan And Joseph Fernandez. Data shown is extracted from Form 990-PF filings.

EIN: 91-6525837

Foundation Overview

Based in Carlsbad, CA, The Joan And Joseph Fernandez has awarded 49 grants totaling $573,332 to organizations in California, Florida and 2 other states across the US. Individual grants range from $500 to $200,000, with a median award of $2,000.

Latest Tax Year
2024
Total Giving (all years)
$573,332
Total Assets
$297,832
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$1,250
% Median Grant Decline
-37% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

3 of 6 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

80% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Diego (49%), Norco (10%), Point Arena (10%).

Funding Trajectory
-24%

Declining funding trend with 24% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Joan And Joseph Fernandez's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Challenged Athletes Foundation (Caf) $14,787 San Diego, CA, US General 2024
Savings Horses Inc $1,000 Encinitas, CA, US General 2024
Hiram College $20,000 Hiram, OH, US General 2024
Society Of St Vincent De Paul $1,500 San Diego, CA, US General 2024
Live Oak International $1,000 Marion County, FL, US General 2024
The Foundation For The Care Of Indigent Animals (Fcia) $1,000 Spring Valley, CA, US General 2024
Challenged Athletes Foundation (Caf) $41,500 San Diego, CA, US General 2023
Just In Time For Foster Youth $1,000 San Diego, CA, US General 2023
Live Oak International $2,000 Marion County, FL, US General 2023
Diabetes Camp & Educational Services $1,000 Orange, CA, US General 2023
Village Oz $20,000 Point Arena, CA, US General 2023
Friesian Horse Club Of Southern California $5,000 Norco, CA, US General 2023
Society Of St Vincent De Paul $1,500 San Diego, CA, US General 2023
Challenged Athletes Foundation (Caf) $41,500 San Diego, CA, US General 2023
Just In Time For Foster Youth $1,000 San Diego, CA, US General 2023
Live Oak International $2,000 Marion County, FL, US General 2023
Diabetes Camp & Educational Services $1,000 Orange, CA, US General 2023
Village Oz $20,000 Point Arena, CA, US General 2023
Friesian Horse Club Of Southern California $5,000 Norco, CA, US General 2023
Society Of St Vincent De Paul $1,500 San Diego, CA, US General 2023
Caf Challenged Athletes Foundation $10,000 San Diego, CA, US General 2022
Just In Time $5,000 San Diego, CA, US General 2022
Society Of St Vincent De Paul $2,000 San Diego, CA, US General 2022
Hiram College Foundation $200,000 Hiram, OH, US General 2022
Santa Barbara Showgrounds Foundation $500 Santa Barbara, CA, US General 2022
Live Oak International $2,000 Marion County, FL, US General 2022
Caf Challenged Athletes Foundation $52,000 San Diego, CA, US General 2021
Friesian Horse Club Of Southern Calif $5,000 Norco, CA, US General 2021
Just In Time $10,000 San Diego, CA, US General 2021
Society Of St Vincent De Paul $2,000 San Diego, CA, US General 2021
Village Oz $10,000 Point Arena, CA, US General 2021
Young Lions Jazz Conservatory $1,000 San Diego, CA, US General 2021
Caf Challenged Athletes Foundation $10,000 San Diego, CA, US General 2020
Society Of St Vincent De Paul $2,000 San Diego, CA, US General 2020
Florida Horse Park $2,000 Ocala, FL, US General 2020
Saving Horses Inc $2,000 Encinitas, CA, US General 2020
The Century Club Of San Diego $5,000 La Jolla, CA, US General 2020
The Film Collaborative $1,000 Los Angeles, CA, US General 2020
Tides Center $1,545 San Francisco, CA, US General 2020
Unconditional Love Foundation $5,000 Muncie, IN, US General 2020
Village Oz $10,000 Point Arena, CA, US General 2020
Caf Challenged Athletes Foundation $25,000 San Diego, CA, US General 2017
Friesian Horse Club Of Southern Calif $5,000 Norco, CA, US General 2017
Just In Time Youth Sponsorship $15,000 San Diego, CA, US General 2017
Kathleen Newman Foundation $2,000 Stow, OH, US General 2017
Turkey Bowl $2,000 Medina, OH, US Generalgeneral 2017
Foundation For The Care Of Indigent Animals $1,000 Spring Valley, CA, US General 2017
Fresh Start Surgical Gifts $1,000 Carlsbad, CA, US General 2017
Saving Horsesinc $1,000 Encinitas, CA, US General 2017

Foundations Similar to The Joan And Joseph Fernandez

Discover 5 foundations with comparable assets ($298,068-$298,849), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 81-0713413 | 23 grants awarded
$298,068
(≈ Similar)
$2,000
median grant
San Jose, CA
Same state
100%
Excellent match

EIN: 94-3034309 | 17 grants awarded
$298,153
(≈ Similar)
$1,500
median grant
Oakland, CA
Same state
100%
Excellent match

EIN: 84-2894540 | 42 grants awarded
$298,686
(≈ Similar)
$1,000
median grant
Geyserville, CA
Same state
100%
Excellent match

EIN: 16-1478693 | 91 grants awarded
$298,789
(≈ Similar)
$1,000
median grant
Santa Monica, CA
Same state
100%
Excellent match

EIN: 33-0760612 | 287 grants awarded
$298,849
(≈ Similar)
$1,500
median grant
Highland, CA
Same state
100%
Excellent match

Contact Information

Official contact details for The Joan And Joseph Fernandez as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 91-6525837
Website N/A
Address 7040 AVENIDA ENCINAS STE 104-305 Carlsbad, CA 92011-4653

Key People (2)

Board members, trustees, and key staff who oversee The Joan And Joseph Fernandez's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Joseph Fernandez
Trustee Joan Fernandez

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Joan And Joseph Fernandez is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.