Nonprofit · EIN 26-2002295
HERTOG FOUNDATION INC
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $744,173 | $2,664,927 | -$1,920,754 | $11,952,204 | $5,926 | $11,946,278 |
| February 29, 2024 | 990-PF | $8,787,048 | $2,539,629 | $6,247,419 | $13,176,686 | $18,746 | $13,157,940 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $303,580
- Interest
- $54
- Net gain from sales of assets
- $440,539
Expenses
- Grants and similar amounts paid
- $7,570
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $688,207
- Disbursements for charitable purposes
- $2,536,422
- Excise tax on investment income
- $9,200
Balance sheet and other
- Total assets, start of year
- $13,176,686
- Total assets, end of year
- $11,952,204
- Total liabilities, end of year
- $5,926
- Net assets, end of year
- $11,946,278
- Fair market value of assets
- $11,952,204
- Qualifying distributions
- $2,536,422
- Net investment income
- $744,173
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHERYL MILLER C/O HERTOG FOUNDATION 399 PARK, AVENUE STE 2502, NEW YORK, NY 10022 | PROGRAM DIRECTOR Highest-paid employee | 40 | $214,833 | $0 |
| MELANIE CHAKMAKJIAN C/O HERTOG FOUNDATION 399 PARK, AVENUE STE 2502, NEW YORK, NY 10022 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $150,500 | $16,225 |
| JILLIAN RAQUET C/O HERTOG FOUNDATION 399 PARK, AVENUE STE 2502, NEW YORK, NY 10022 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $85,833 | $16,225 |
| EMILY BURDEN C/O HERTOG FOUNDATION 399 PARK, AVENUE STE 2502, NEW YORK, NY 10022 | ASSOCIATE DIRECTOR Highest-paid employee | 40 | $59,257 | $0 |
| ROGER HERTOG 399 PARK AVENUE SUITE 2502, NEW YORK, NY 10022 | DIRECTOR, PRESIDENT & TREASURER | 32 | $0 | $0 |
| SUSAN HERTOG 399 PARK AVENUE SUITE 2502, NEW YORK, NY 10022 | DIRECTOR, SECRETARY | 32 | $0 | $0 |
990-PF for the year ended February 29, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHERYL MILLER 2333 ASHMEAD PLACE NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 40 | $201,667 | $0 |
| MELANIE CHAKMAKJIAN 215 EAST 95TH ST APT 6B, NEW YORK, NY 10128 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $145,833 | $13,942 |
| JILLIAN RAQUET 524 LAFAYETTE AVE APT 6, BROOKLYN, NY 11205 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $80,833 | $13,942 |
| MCGOVERN JAMES 45 SOUTHFIELD AVE, DOBBS FERRY, NY 10522 | DRIVER Highest-paid employee | 40 | $75,000 | $0 |
| SHURTZ JESSICA MONTGOMERY 254 9TH ST NE, WASHINGTON, DC 20002 | PROGRAM MANAGER Highest-paid employee | 40 | $60,833 | $11,856 |
| ROGER HERTOG 399 PARK AVENUE SUITE 502, NEW YORK, NY 10022 | DIRECTOR, PRESIDENT & TREASURER | 32 | $0 | $0 |
| SUSAN HERTOG 399 PARK AVENUE SUITE 502, NEW YORK, NY 10022 | DIRECTOR, SECRETARY | 32 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 399 PARK AVENUE 25TH FLOOR, NEW YORK, NY 10022-4614
- In care of
- % BDO USA LLP
- Signed the 990-PF
- ROGER HERTOG, PRESIDENT
- Phone
- (646) 536-5120
- Return prepared by
- WOLF MARYLES & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-2002295
- 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
- 2008
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,952,204
- Income (IRS master file)
- $744,173
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $744,173 | $2,664,927 | $11,952,204 | XML |
| 990-PF | February 2024 | $8,787,048 | $2,539,629 | $13,176,686 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 26-2002295).
Questions about HERTOG FOUNDATION INC
- What is the EIN of HERTOG FOUNDATION INC?
- The employer identification number (EIN) of HERTOG FOUNDATION INC is 26-2002295.
- Is HERTOG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HERTOG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERTOG FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERTOG FOUNDATION INC due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERTOG FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of HERTOG FOUNDATION INC?
- The 990-PF for the year ended February 28, 2025 lists 6 people; 4 received compensation from the organization, the highest $214,833 (CHERYL MILLER, PROGRAM DIRECTOR).
- How much revenue does HERTOG FOUNDATION INC have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $744,173, expenses of $2,664,927 and total assets of $11,952,204 at year end.
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