Andrew & Mary Hertzel Fund 2

Private foundation · Grantmaker Pittsburgh, PA EIN: 25-6020279

Andrew & Mary Hertzel Fund 2 is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $213K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $16K.

Key facts about Andrew & Mary Hertzel Fund 2

In short: Andrew & Mary Hertzel Fund 2 gave $11K across 1 grant in 2025 (avg $11K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
25-6020279
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,936
Grants made (2025)
1
Average grant
$10,936
Median grant
$10,936
Total assets
$212,669
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$213K

+2.1% YoY

Annual Giving

$11K

+5.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$11K

+5.1% YoY

Under IRS private-foundation payout rules, Andrew & Mary Hertzel Fund 2 reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

How Andrew & Mary Hertzel Fund 2 gives

  • Giving held roughly steady from 2022 to 2025 (−13%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Warren

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $9K (2020) to $13K (2022). In 2025 it made 1 grant totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

First Lutheran Church: $11KFirst Lutheran Church$11K

The largest 2025 recipient was First Lutheran Church ($11K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Lutheran Church Warren, PAGeneral Support$10,936

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$212,669$208,321$211,943
Revenue$18,475$9,748$6,815
Expenses$14,192$13,381$13,535
Qualifying Distributions$11,535$10,967$11,047
Net Investment Income$15,944$7,377$4,061
Distributable Amount$11,941$11,500$10,531

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Andrew & Mary Hertzel Fund 2's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • PNC Bank N A

    Trustee

    New on the 2025 filing

    1 hr/week

    $3K (2025)

Former officers (1)
  • Former: PNC Bank NA (2020–2024) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

PNC Bank N a — Trustee: $3KPNC Bank N aTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to PNC Bank N a (Trustee).

Frequently asked questions about Andrew & Mary Hertzel Fund 2

How much does Andrew & Mary Hertzel Fund 2 give each year?

Andrew & Mary Hertzel Fund 2 gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.

How large is Andrew & Mary Hertzel Fund 2?

Andrew & Mary Hertzel Fund 2 reported $213K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Andrew & Mary Hertzel Fund 2 operate?

Andrew & Mary Hertzel Fund 2 has awarded grants in Pennsylvania.

What is Andrew & Mary Hertzel Fund 2's EIN?

Andrew & Mary Hertzel Fund 2's EIN (Employer Identification Number) is 25-6020279. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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