Nonprofit · EIN 27-1324245
HERSHEL AND MIRIAM HERBST CHARITABLE TRUST
Tax-exempt · MONROE, NY 10949
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,753,850 | $615,783 | $1,138,067 | $14,919,821 | $56,404 | $14,863,417 |
| December 31, 2023 | 990-PF | $1,042,439 | $200,148 | $842,291 | $13,781,754 | $56,404 | $13,725,350 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $425,000
- Dividends
- $28,689
- Interest
- $1,250
- Net gain from sales of assets
- $1,298,911
Expenses
- Grants and similar amounts paid
- $597,860
- Disbursements for charitable purposes
- $615,783
- Excise tax on investment income
- $18,222
Balance sheet and other
- Total assets, start of year
- $13,781,754
- Total assets, end of year
- $14,919,821
- Total liabilities, end of year
- $56,404
- Net assets, end of year
- $14,863,417
- Fair market value of assets
- $13,061,392
- Qualifying distributions
- $615,783
- Net investment income
- $1,328,850
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERSHEL HERBST PO BOX 853 - 210 ACRES ROAD, MONROE, NY 109500853 | TRUSTEE | 2 | $0 |
| MIRIAM HERBST PO BOX 853 - 210 ACRES ROAD, MONROE, NY 109500853 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERSHEL HERBST PO BOX 853 - 210 ACRES ROAD, MONROE, NY 109500853 | TRUSTEE | 2 | $0 |
| MIRIAM HERBST PO BOX 853 - 210 ACRES ROAD, MONROE, NY 109500853 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 853, MONROE, NY 10949-0853
- Signed the 990-PF
- HERSHEL HERBST, TRUSTEE
- Phone
- (212) 302-3400
- Return prepared by
- WEISS & COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-1324245
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,919,821
- Income (IRS master file)
- $8,076,781
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,753,850 | $615,783 | $14,919,821 | XML |
| 990-PF | December 2023 | $1,042,439 | $200,148 | $13,781,754 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-1324245).
Questions about HERSHEL AND MIRIAM HERBST CHARITABLE TRUST
- What is the EIN of HERSHEL AND MIRIAM HERBST CHARITABLE TRUST?
- The employer identification number (EIN) of HERSHEL AND MIRIAM HERBST CHARITABLE TRUST is 27-1324245.
- Is HERSHEL AND MIRIAM HERBST CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to HERSHEL AND MIRIAM HERBST CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERSHEL AND MIRIAM HERBST CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERSHEL AND MIRIAM HERBST CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERSHEL AND MIRIAM HERBST CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HERSHEL AND MIRIAM HERBST CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does HERSHEL AND MIRIAM HERBST CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,753,850, expenses of $615,783 and total assets of $14,919,821 at year end.
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