Nonprofit · EIN 34-1867760
HERZOG FAMILY FOUNDATION
Tax-exempt · BRATENAHL, OH 44108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $109,971 | $137,534 | -$27,563 | $673,337 | $0 | $673,337 |
| March 31, 2025 | 990-PF | $102,555 | $140,864 | -$38,309 | $659,728 | $0 | $659,728 |
| March 31, 2024 | 990-PF | $65,030 | $108,309 | -$43,279 | $710,091 | $0 | $710,091 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $12,459
- Interest
- $101
- Net gain from sales of assets
- $61,132
- Other income
- $36,279
Expenses
- Grants and similar amounts paid
- $119,715
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $121,009
- Excise tax on investment income
- $1,017
Balance sheet and other
- Total assets, start of year
- $659,728
- Total assets, end of year
- $673,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $673,337
- Fair market value of assets
- $673,337
- Qualifying distributions
- $121,009
- Net investment income
- $73,692
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R HERZOG 116 HASKELL DR, BRATENAHL, OH 44108 | CHAIRMAN/TRUSTEE | 0 | $0 |
| MARY L HERZOG-ANDREWS 623 SHORT ST, LAGUNA BEACH, CA 92651 | SEC/TREAS/TRUSTEE | 0 | $0 |
| CHARLOTTE F OSBORNE 3781 PEGASUS CIRCLE, SYRACUSE, NY 13209 | TRUSTEE | 0 | $0 |
| VICKI M TYSON 5215 PICKET DR, COLORADO SPRINGS, CO 80918 | TRUSTEE | 0 | $0 |
| JOHN R LOWTHER 2399 BEXLEY PARK RD, BEXLEY, OH 43209 | TRUSTEE | 0 | $0 |
| FRANCIS A HERZOG JR PO BOX 533, GRASS VALLEY, CA 95945 | TRUSTEE | 0 | $0 |
990-PF for the year ended March 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R HERZOG 116 HASKELL DR, BRATENAHL, OH 44108 | CHAIRMAN/TRUSTEE | 0 | $0 |
| MARY L HERZOG-ANDREWS 623 SHORT ST, LAGUNA BEACH, CA 92651 | SEC/TREAS/TRUSTEE | 0 | $0 |
| CHARLOTTE F OSBORNE 3781 PEGASUS CIRCLE, SYRACUSE, NY 13209 | TRUSTEE | 0 | $0 |
| VICKI M TYSON 5215 PICKET DR, COLORADO SPRINGS, CO 80918 | TRUSTEE | 0 | $0 |
| JOHN R LOWTHER 2399 BEXLEY PARK RD, BEXLEY, OH 43209 | TRUSTEE | 0 | $0 |
| FRANCIS A HERZOG JR PO BOX 533, GRASS VALLEY, CA 95945 | TRUSTEE | 0 | $0 |
990-PF for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R HERZOG 116 HASKELL DR, BRATENAHL, OH 44108 | CHAIRMAN/TRUSTEE | 0 | $0 |
| MARY L HERZOG-ANDREWS 623 SHORT ST, LAGUNA BEACH, CA 92651 | SEC/TREAS/TRUSTEE | 0 | $0 |
| CHARLOTTE F OSBORNE 3781 PEGASUS CIRCLE, SYRACUSE, NY 13209 | TRUSTEE | 0 | $0 |
| VICKI M TYSON 5215 PICKET DR, COLORADO SPRINGS, CO 80918 | TRUSTEE | 0 | $0 |
| JOHN R LOWTHER 2399 BEXLEY PARK RD, BEXLEY, OH 43209 | TRUSTEE | 0 | $0 |
| FRANCIS A HERZOG JR PO BOX 533, GRASS VALLEY, CA 95945 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 116 HASKELL DR, BRATENAHL, OH 44108-1157
- In care of
- % WILLIAM R HERZOG
- Signed the 990-PF
- WILLIAM R HERZOG, CHAIRMAN
- Phone
- (440) 221-5560
- Return prepared by
- SNODGRASS OF NE OHIO INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-1867760
- 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
- 1998
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $673,337
- Income (IRS master file)
- $201,819
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $109,971 | $137,534 | $673,337 | XML |
| 990-PF | March 2025 | $102,555 | $140,864 | $659,728 | XML |
| 990-PF | March 2024 | $65,030 | $108,309 | $710,091 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 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 34-1867760).
Questions about HERZOG FAMILY FOUNDATION
- What is the EIN of HERZOG FAMILY FOUNDATION?
- The employer identification number (EIN) of HERZOG FAMILY FOUNDATION is 34-1867760.
- Is HERZOG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HERZOG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERZOG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERZOG FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERZOG FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of HERZOG FAMILY FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does HERZOG FAMILY FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $109,971, expenses of $137,534 and total assets of $673,337 at year end.
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