Gene E Herchelroth Memorial Fund

Private foundation · Grantmaker Marietta, PA EIN: 45-6413181

Gene E Herchelroth Memorial Fund is a private foundation, based in Marietta, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $72K. Net investment income was $38K.

Key facts about Gene E Herchelroth Memorial Fund

In short: Gene E Herchelroth Memorial Fund gave $72K across 1 grant in 2025 (avg $72K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
45-6413181
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$71,587
Grants made (2025)
1
Average grant
$71,587
Median grant
$71,587
Total assets
$1,060,714
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

$1.1M

-0.7% YoY

Annual Giving

$72K

-2.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$72K

-2.6% YoY

Under IRS private-foundation payout rules, Gene E Herchelroth Memorial Fund reported a distributable amount of $74K for 2025 — the minimum it must pay out in qualifying distributions.

How Gene E Herchelroth Memorial Fund gives

  • Giving held roughly steady from 2022 to 2025 (+5%). 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

Marietta

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $64K (2020) to $73K (2024). In 2025 it made 1 grant totaling $72K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Zion Evangelical Lutheran Church: $72KZion Evangelical LutheranChurch$72K

The largest 2025 recipient was Zion Evangelical Lutheran Church ($72K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Zion Evangelical Lutheran Church Marietta, PADonation to Benefit the Church$71,587

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,060,714$1,067,832$1,051,649
Revenue$69,979$97,538$55,269
Expenses$76,147$78,268$74,369
Qualifying Distributions$71,587$73,485$70,030
Net Investment Income$38,143$41,860$37,827
Distributable Amount$73,936$68,657$64,545

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Gene E Herchelroth Memorial Fund is led by Miriam N. Fletcher, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Miriam N. Fletcher

    Trustee

    On filings since 2020

    No compensation reported

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.

Frequently asked questions about Gene E Herchelroth Memorial Fund

How much does Gene E Herchelroth Memorial Fund give each year?

Gene E Herchelroth Memorial Fund gave $72K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 1 grant.

How large is Gene E Herchelroth Memorial Fund?

Gene E Herchelroth Memorial Fund reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $72K in qualifying distributions that year, against a required minimum of $74K (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 Gene E Herchelroth Memorial Fund operate?

Gene E Herchelroth Memorial Fund has awarded grants in Pennsylvania.

What is Gene E Herchelroth Memorial Fund's EIN?

Gene E Herchelroth Memorial Fund's EIN (Employer Identification Number) is 45-6413181. 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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