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Nonprofit · EIN 62-6404383

HERBERT A FRITCH FAMILY FOUNDATION

Also known as HERBERT A FRITCH CO TTEE

Tax-exempt · NASHVILLE, TN 37215

Financials

$15.4M$162K2023$11.5M$313K2024$1.8M$1.2M2025
Revenue Expenses · by fiscal year end
Financials of HERBERT A FRITCH FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,774,824$1,184,253$590,571$33,049,961$0$33,049,961
December 31, 2024990-PF$11,523,629$312,602$11,211,027$32,459,390$0$32,459,390
December 31, 2023990-PF$15,383,914$161,588$15,222,326$21,249,554$0$21,249,554
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,150
Dividends
$1,104,394
Interest
$320,790
Net gain from sales of assets
$346,478
Other income
$12

Expenses

Grants and similar amounts paid
$1,000,000
Disbursements for charitable purposes
$1,000,000
Excise tax on investment income
$23,178

Balance sheet and other

Total assets, start of year
$32,459,390
Total assets, end of year
$33,049,961
Total liabilities, end of year
$0
Net assets, end of year
$33,049,961
Fair market value of assets
$33,400,435
Qualifying distributions
$1,000,000
Net investment income
$1,811,708

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
HERBERT A FRITCH
138 ABBOTTSFORD, NASHVILLE, TN 37215
CO-TRUSTEE0$0
BARBARA A FRITCH
138 ABBOTTSFORD, NASHVILLE, TN 37215
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
HERBERT A FRITCH
57 BROOKHILL CIRCLE, NASHVILLE, TN 37215
CO-TRUSTEE0$0
BARBARA A FRITCH
57 BROOKHILL CIRCLE, NASHVILLE, TN 37215
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
HERBERT A FRITCH
57 BROOKHILL CIRCLE, NASHVILLE, TN 37215
CO-TRUSTEE0$0
BARBARA A FRITCH
57 BROOKHILL CIRCLE, NASHVILLE, TN 37215
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
138 ABBOTTSFORD, NASHVILLE, TN 37215-2444
In care of
% BASS BERRY & SIMS PLC
Signed the 990-PF
BARBARA A FRITCH, CO-TRUSTEE
Phone
(615) 291-8683
Return prepared by
MULLINS CLEMMONS & MAYES 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
62-6404383
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$33,049,961
Income (IRS master file)
$10,073,284

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,774,824$1,184,253$33,049,961IRS
990-PFDecember 2024$11,523,629$312,602$32,459,390IRS
990-PFDecember 2023$15,383,914$161,588$21,249,554XML
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 62-6404383).

Questions about HERBERT A FRITCH FAMILY FOUNDATION

What is the EIN of HERBERT A FRITCH FAMILY FOUNDATION?
The employer identification number (EIN) of HERBERT A FRITCH FAMILY FOUNDATION is 62-6404383.
Is HERBERT A FRITCH FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to HERBERT A FRITCH FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERBERT A FRITCH FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HERBERT A FRITCH FAMILY 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 HERBERT A FRITCH FAMILY 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 HERBERT A FRITCH FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does HERBERT A FRITCH FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,774,824, expenses of $1,184,253 and total assets of $33,049,961 at year end.

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