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Nonprofit · EIN 84-3400544

GARY AND JEANETTE HERBERT FOUNDATION

Tax-exempt · MURRAY, UT 84121

Financials

$474K$1.7M2023$360K$119K2024$253K$117K2025
Revenue Expenses · by fiscal year end
Financials of GARY AND JEANETTE HERBERT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$252,535$116,809$135,726$1,653,856$0$1,653,856
December 31, 2024990$360,376$118,955$241,421$1,518,131$0$1,518,131
December 31, 2023990$473,500$1,708,794-$1,235,294$1,276,710$0$1,276,710
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$198,000
Program service revenue
$0
Investment income
$54,535
Other revenue
$0

Expenses

Grants and similar amounts paid
$50,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$48,125
Legal fees
$6,018
Program services (functional)
$53,993
Management and general (functional)
$14,691
Fundraising (functional)
$48,125

Balance sheet and other

Total assets, start of year
$1,518,130
Total assets, end of year
$1,653,856
Total liabilities, end of year
$0
Net assets, end of year
$1,653,856
Net assets without donor restrictions
$1,603,856
Net assets with donor restrictions
$50,000
Gross receipts
$252,535
Employees
0
Volunteers
7
Year formed
2019
State of legal domicile
UT

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GARY R HERBERTBOARD CHAIR,
Trustee or director, Officer
20$0
RONALD K HAWKINSBOARD MEMBER
Trustee or director, Officer
2$0
JEANETTE HERBERTBOARD MEMBER
Trustee or director
0.5$0
AMY REES ANDERSONBOARD MEMBER
Trustee or director
0.5$0
LAURA MILLERCORP SECRETA
Officer
2$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
GARY R HERBERTBOARD CHAIR,
Trustee or director, Officer
20$0
RONALD K HAWKINSBOARD MEMBER
Trustee or director, Officer
2$0
JEANETTE HERBERTBOARD MEMBER
Trustee or director
0.5$0
AMY REES ANDERSONBOARD MEMBER
Trustee or director
0.5$0
LAURA MILLERCORP SECRETA
Officer
2$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GARY R HERBERTBOARD CHAIR,
Trustee or director, Officer
20$0
RONALD K HAWKINSBOARD MEMBER
Trustee or director, Officer
3$0
JEANETTE HERBERTBOARD MEMBER
Trustee or director
1$0
GREGORY S BELLBOARD MEMBER
Trustee or director
1$0
AMY REES ANDERSONBOARD MEMBER
Trustee or director
1$0
LAURA MILLERCORP SECRETA
Officer
2$0

Address and contacts

Address (IRS master file)
5893 S RAGSDALE DR, MURRAY, UT 84121-5999
Principal officer (990 for 2025)
GARY R HERBERT, 5842 FONTAINE BLEU CIRCLE, SALT LAKE CITY, UT 84121
Signed the 990
RONALD K HAWKINS, BOARD MEMBER, TREAS
Phone
(801) 318-5598
Return prepared by
MYCPA ACCOUNTING & ADVISORY SERVICES LLC

Mission

THE MISSION OF THE GARY AND JEANETTE HERBERT FOUNDATION IS TO EDUCATE, RAISE AWARENESS, AND PROMOTE UNDERSTANDING OF THE FUNDAMENTAL GOVERNING PRINCIPLES OF OUR DEMOCRATIC REPUBLIC. THE FOUNDATION WILL PERFORM ITS MISSION BY: - SPONSORING EDUCATIONAL EFFORTS TO EXPAND PUBLIC UNDERSTANDING OF INDIVIDUAL LIBERTIES, CIVIC ENGAGEMENT, FREE MARKET PRINCIPLES, AND APPROPRIATE GOVERNMENT FUNCTIONS - PROMOTING MEANINGFUL DISCOURSE OF THE ROLES OF FEDERAL AND STATE GOVERNMENTS WITHOUT REGARD TO POLITICAL AFFILIATIONS - SUPPORTING THE EFFORTS OF THE HERBERT INSTITUTE FOR PUBLIC POLICY AT UTAH VALLEY UNIVERSITY

990 for the year ended December 31, 2025

Program accomplishments

  • AFFILIATE FUNDING OF HERBERT INSTITUTE OF PUBLIC POLICY AT UTAH VALLEY UNIVERSITY
    Expenses $50,000 · grants $50,000
  • SPONSORED PUBLIC FORUMS - GUEST LECTURERS
  • PUBLICATION OF RELEVENT PAPERS
    Expenses $3,993

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-3400544
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,653,856
Income (IRS master file)
$252,535

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$252,535$116,809$1,653,856XML
990December 2024$360,376$118,955$1,518,131XML
990December 2023$473,500$1,708,794$1,276,710XML
990December 2022$2,471,000$195,802$2,512,004IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 84-3400544).

Questions about GARY AND JEANETTE HERBERT FOUNDATION

What is the EIN of GARY AND JEANETTE HERBERT FOUNDATION?
The employer identification number (EIN) of GARY AND JEANETTE HERBERT FOUNDATION is 84-3400544.
Is GARY AND JEANETTE HERBERT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to GARY AND JEANETTE HERBERT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GARY AND JEANETTE HERBERT FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of GARY AND JEANETTE HERBERT 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 GARY AND JEANETTE HERBERT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of GARY AND JEANETTE HERBERT FOUNDATION?
The 990 for the year ended December 31, 2025 names GARY R HERBERT.
Who are the officers and directors of GARY AND JEANETTE HERBERT FOUNDATION?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does GARY AND JEANETTE HERBERT FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $252,535, expenses of $116,809 and total assets of $1,653,856 at year end.

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