Nonprofit · EIN 84-3400544
GARY AND JEANETTE HERBERT FOUNDATION
Tax-exempt · MURRAY, UT 84121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $252,535 | $116,809 | $135,726 | $1,653,856 | $0 | $1,653,856 |
| December 31, 2024 | 990 | $360,376 | $118,955 | $241,421 | $1,518,131 | $0 | $1,518,131 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY R HERBERT | BOARD CHAIR, Trustee or director, Officer | 20 | $0 |
| RONALD K HAWKINS | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| JEANETTE HERBERT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| AMY REES ANDERSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LAURA MILLER | CORP SECRETA Officer | 2 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY R HERBERT | BOARD CHAIR, Trustee or director, Officer | 20 | $0 |
| RONALD K HAWKINS | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| JEANETTE HERBERT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| AMY REES ANDERSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LAURA MILLER | CORP SECRETA Officer | 2 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY R HERBERT | BOARD CHAIR, Trustee or director, Officer | 20 | $0 |
| RONALD K HAWKINS | BOARD MEMBER Trustee or director, Officer | 3 | $0 |
| JEANETTE HERBERT | BOARD MEMBER Trustee or director | 1 | $0 |
| GREGORY S BELL | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY REES ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURA MILLER | CORP 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
Program accomplishments
- AFFILIATE FUNDING OF HERBERT INSTITUTE OF PUBLIC POLICY AT UTAH VALLEY UNIVERSITYExpenses $50,000 · grants $50,000
- SPONSORED PUBLIC FORUMS - GUEST LECTURERS
- PUBLICATION OF RELEVENT PAPERSExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $252,535 | $116,809 | $1,653,856 | XML |
| 990 | December 2024 | $360,376 | $118,955 | $1,518,131 | XML |
| 990 | December 2023 | $473,500 | $1,708,794 | $1,276,710 | XML |
| 990 | December 2022 | $2,471,000 | $195,802 | $2,512,004 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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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