Nonprofit · EIN 81-4646730
HERBY FAMILY FOUNDATION
Tax-exempt · CHARLES CITY, IA 50616
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,834 | $31,290 | $4,544 | $357,256 | $0 | $357,256 |
| December 31, 2024 | 990-PF | $31,276 | $33,474 | -$2,198 | $352,712 | $0 | $352,712 |
| December 31, 2023 | 990-PF | $16,423 | $26,371 | -$9,948 | $354,910 | $0 | $354,910 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,024
- Interest
- $429
- Net gain from sales of assets
- $33,381
Expenses
- Grants and similar amounts paid
- $27,750
- Disbursements for charitable purposes
- $27,750
- Excise tax on investment income
- $449
Balance sheet and other
- Total assets, start of year
- $352,712
- Total assets, end of year
- $357,256
- Total liabilities, end of year
- $0
- Net assets, end of year
- $357,256
- Fair market value of assets
- $403,606
- Qualifying distributions
- $27,750
- Net investment income
- $35,834
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JR HERBRECHTSMEYER 812 9TH ST, CHARLES CITY, IA 50616 | PRESIDENT | 0 | $0 |
| JO ANN HERBRECHTSMEYER 812 9TH ST, CHARLES CITY, IA 50616 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JR HERBRECHTSMEYER 812 9TH ST, CHARLES CITY, IA 50616 | PRESIDENT | 0.5 | $0 |
| JO ANN HERBRECHTSMEYER 812 9TH ST, CHARLES CITY, IA 50616 | VICE PRESIDE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JR Herbrechtsmeyer 812 9th St, Charles City, IA 50616 | President, Treasurer & Director | 0.5 | $0 |
| Jo Ann Herbrechtsmeyer 812 9th St, Charles City, IA 50616 | Vice President, Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 812 9TH ST, CHARLES CITY, IA 50616-3418
- Signed the 990-PF
- JR HERBRECHTSMEYER, PRESIDENT
- Phone
- (641) 257-1202
- Return prepared by
- LARRY PUMP CPA
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 | 990-PF 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
- 81-4646730
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $357,256
- Income (IRS master file)
- $133,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,834 | $31,290 | $357,256 | XML |
| 990-PF | December 2024 | $31,276 | $33,474 | $352,712 | XML |
| 990-PF | December 2023 | $16,423 | $26,371 | $354,910 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-4646730).
Questions about HERBY FAMILY FOUNDATION
- What is the EIN of HERBY FAMILY FOUNDATION?
- The employer identification number (EIN) of HERBY FAMILY FOUNDATION is 81-4646730.
- Is HERBY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to HERBY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBY 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 HERBY 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 HERBY 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 HERBY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,834, expenses of $31,290 and total assets of $357,256 at year end.
Other nonprofits in CHARLES CITY
- COMPREHENSIVE SYSTEMS INC FOUNDATION EIN 42-1192356 · last filed 990 for 2025
- CHARLES CITY COMMUNITY FUND INC EIN 42-6040442 · last filed 990-EZ for 2025
- NOAH FAMILY COMMUNITY FUND EIN 20-1234342 · last filed 990-PF for 2026
- FIRST SECURITY FOUNDATION EIN 45-4091974 · last filed 990-PF for 2026
- SINDLINGER FAMILY FOUNDATION INC EIN 47-1308181 · last filed 990-PF for 2025
- CHARLES CITY ELKS CHARITABLE TR EIN 42-1437873 · last filed 990 for 2025
- COMPREHENSIVE SYSTEMS INC EIN 42-0951695 · last filed 990 for 2025
- FAMILY YMCA EIN 42-0680309 · last filed 990 for 2025
All nonprofits in CHARLES CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations