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Nonprofit · EIN 85-4146618

STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC

Tax-exempt · BRADENTON, FL 34209

Financials

$1.1M$4.7M2023$5.3M$6.2M2024$6.3M$6.6M2025
Revenue Expenses · by fiscal year end
Financials of STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,322,517$6,568,038-$245,521$9,547,333$10,856$9,536,477
December 31, 2024990-PF$5,315,473$6,239,403-$923,930$9,781,998$0$9,781,998
December 31, 2023990-PF$1,074,372$4,725,221-$3,650,849$10,705,928$0$10,705,928
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,000,000
Dividends
$322,517

Expenses

Grants and similar amounts paid
$6,509,000
Compensation of officers, directors and key employees
$20,000
Disbursements for charitable purposes
$6,544,763
Excise tax on investment income
$4,403

Balance sheet and other

Total assets, start of year
$9,781,998
Total assets, end of year
$9,547,333
Total liabilities, end of year
$10,856
Net assets, end of year
$9,536,477
Fair market value of assets
$9,547,333
Qualifying distributions
$7,044,763
Net investment income
$322,517

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
MARIA ROSE HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
SECRETARY/TREASURER5$20,000
NATALEE HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
PRESIDENT5$0
STEVEN HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
DIRECTOR5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MARIA ROSE HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
SECRETARY/TREASURER5$20,000
NATALEE HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
PRESIDENT5$0
STEVEN HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MARIA ROSE HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
SECRETARY/TREASURER5$5,000
NATALEE HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
PRESIDENT5$0
STEVEN HERRIG
1301 6TH AVE WEST 3RD FLOOR, BRADENTON, FL 34205
DIRECTOR5$0

Address and contacts

Address (IRS master file)
6280 RIVERVIEW BLVD, BRADENTON, FL 34209-1345
Signed the 990-PF
NATALEE HERRIG, PRESIDENT
Phone
(941) 685-1966
Return prepared by
KERKERING BARBERIO & CO

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
85-4146618
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,547,333
Income (IRS master file)
$6,322,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,322,517$6,568,038$9,547,333IRS
990-PFDecember 2024$5,315,473$6,239,403$9,781,998IRS
990-PFDecember 2023$1,074,372$4,725,221$10,705,928XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 85-4146618).

Questions about STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC

What is the EIN of STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC?
The employer identification number (EIN) of STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC is 85-4146618.
Is STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC 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 STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC 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 STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $20,000 (MARIA ROSE HERRIG, SECRETARY/TREASURER).
How much revenue does STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,322,517, expenses of $6,568,038 and total assets of $9,547,333 at year end.

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