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Nonprofit · EIN 38-6153472

HERMAN & IRENE GERTZ FOUNDATION

Tax-exempt · MUNCIE, IN 47305

Financials

$22K$74K2023$95K$61K2024$85K$108K2025
Revenue Expenses · by fiscal year end
Financials of HERMAN & IRENE GERTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$85,149$107,533-$22,384$1,145,162$0$1,145,162
December 31, 2024990-PF$94,544$61,048$33,496$1,167,546$0$1,167,546
December 31, 2023990-PF$22,278$73,747-$51,469$1,133,968$0$1,133,968
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$34,866
Net gain from sales of assets
$50,283

Expenses

Grants and similar amounts paid
$90,000
Compensation of officers, directors and key employees
$13,896
Disbursements for charitable purposes
$97,623
Excise tax on investment income
$1,046

Balance sheet and other

Total assets, start of year
$1,167,546
Total assets, end of year
$1,145,162
Total liabilities, end of year
$0
Net assets, end of year
$1,145,162
Fair market value of assets
$1,419,269
Qualifying distributions
$97,623
Net investment income
$85,149

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIRST MERCHANTS BANK
10 WASHINGTON STREET, MONROE, MI 48161
TRUST AGENT0.5$13,896
KIMBERLY SMILLIE
PO BOX 54, MILLERSBURG, MI 49759
TRUSTEE0$0
KEITH FRANK
1310 WARNER CREEK, SALINE, MI 48176
TRUSTEE0$0
CHRISTINE GAKENHEIMER
6603 SUMMERLYN BLVD, LAMBERTVILLE, MI 48144
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
FIRST MERCHANTS BANK
10 WASHINGTON STREET, MONROE, MI 48161
TRUST AGENT0$13,419
KIMBERLY SMILLIE
PO BOX 54, MILLERSBURG, MI 49759
TRUSTEE0$0
KEITH FRANK
1310 WARNER CREEK, SALINE, MI 48176
TRUSTEE0$0
CHRISTINE GAKENHEIMER
6603 SUMMERLYN BLVD, LAMBERTVILLE, MI 48144
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FIRST MERCHANTS BANK
10 WASHINGTON STREET, MONROE, MI 48161
TRUST AGENT0$12,409
KIMBERLY SMILLIE
PO BOX 54, MILLERSBURG, MI 49759
TRUSTEE0$0
KEITH FRANK
1310 WARNER CREEK, SALINE, MI 48176
TRUSTEE0$0
CHRISTINE GAKENHEIMER
6603 SUMMERLYN BLVD, LAMBERTVILLE, MI 48144
TRUSTEE0$0

Address and contacts

Address (IRS master file)
200 E JACKSON ST, MUNCIE, IN 47305-2835
Signed the 990-PF
ANDREW WEISENBURGER, TRUST AGENT
Phone
(734) 241-3431
Return prepared by
CALKINS HEHL RAFKO CPAS PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6153472
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
1966
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,145,162
Income (IRS master file)
$222,157

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$85,149$107,533$1,145,162XML
990-PFDecember 2024$94,544$61,048$1,167,546IRS
990-PFDecember 2023$22,278$73,747$1,133,968XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-6153472).

Questions about HERMAN & IRENE GERTZ FOUNDATION

What is the EIN of HERMAN & IRENE GERTZ FOUNDATION?
The employer identification number (EIN) of HERMAN & IRENE GERTZ FOUNDATION is 38-6153472.
Is HERMAN & IRENE GERTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to HERMAN & IRENE GERTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERMAN & IRENE GERTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HERMAN & IRENE GERTZ FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERMAN & IRENE GERTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HERMAN & IRENE GERTZ FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $13,896 (FIRST MERCHANTS BANK, TRUST AGENT).
How much revenue does HERMAN & IRENE GERTZ FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,149, expenses of $107,533 and total assets of $1,145,162 at year end.

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