Herby Family Foundation

Private foundation · Grantmaker Charles City, IA EIN: 81-4646730

The Herby Family Foundation is a private foundation based in Charles City, Iowa. Its 2025 filing reports grants to charitable organizations in Iowa, Minnesota, and New York.

Key facts about Herby Family Foundation

In short: Herby Family Foundation gave $28K across 17 grants in 2025 (avg $2K), mostly in Iowa. 41% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
81-4646730
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$27,750
Grants made (2025)
17
Average grant
$1,632
Median grant
$1,000
New grantees (estimate)
41% first-time grantees (7 of 17, 2025)
Total assets
$357,256
Primary geography
Iowa (65% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$357K

+1.3% YoY

Annual Giving

$28K

-2.6% YoY

Grant Count

17

-10.5% YoY

Avg Grant Size

$2K

+8.8% YoY

Under IRS private-foundation payout rules, Herby Family Foundation reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

Is Herby Family Foundation open to new grantees?

41%

first-time grantees, 2025

In 2025, 7 of 17 grantees (41%) were first-time recipients. First grants averaged $2K; repeat grants $1K. How we count

Medians: $1K first-time, $1K repeat.

  • 59% of 2025 grantees were also funded in 2024. Method
  • Giving fell 34% from 2022 to 2025. Method
  • In 2025 it paid out 163% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filings do not state a mission. Its 2025 grants included support for food banks and hunger-relief organizations, as well as a library foundation, humane society, school district, arts association, and organizations addressing Parkinson’s disease. These examples describe the recipients, not a stated focus area of the foundation.

Food Bank of Iowa describes its mission as receiving, warehousing, and distributing salvageable food to nonprofit member agencies serving people in need. Northeast Iowa Food Bank says it provides food and grocery products to nonprofit organizations and individuals in northeast Iowa and offers hunger education programs. The Michael J. Fox Foundation says it funds research toward a cure for Parkinson’s disease and the development of improved therapies.

Grantmaking

In filing year 2025, the foundation gave $27,750 through 17 grants. Grants ranged from $500 to $5,000, with a median of $1,000.

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Geographic Focus

Where this funder awards grants

In 2025, 65% of grant dollars went to recipients in Iowa, 32% to recipients in Minnesota, and 4% to recipients in New York.

Grant Distribution by State

3states

Share of all 17 itemized 2025 grant dollars.

Cities

Charles CityOwatonnaDes MoinesAnokaBlaineCoon RapidsSt. PaulBrooklyn ParkCircle PinesEaganJohnstonMason CityNew YorkWaterloo

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K12 grants202016 grants202113 grants202213 grants202319 grants202417 grants2025

From 2020 to 2025, annual grant giving ranged from $22K (2023) to $84K (2021). In 2025 it made 17 grants totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Charles City Library Foundation: $5KCharles City LibraryFoundation$5KFood Bank of Iowa: $4KFood Bank of Iowa$4KOak Hill Community Connections: $3KOak Hill Community Connections$3KPaws Humane Society: $2KPaws Humane Society$2KCharles City CSD: $2KCharles City CSD$2KAcbc Food Shelf: $1KAcbc Food Shelf$1KCity Improvement Association: $1KCity Improvement Association$1KCharles City Art Association: $1KCharles City Art Association$1KCommunity Pathways of Steele CO: $1KCommunity Pathways of SteeleCO$1KMid-Iowa Council Boy Scouts: $1KMid-Iowa Council Boy Scouts$1K

The largest 2025 recipient was Charles City Library Foundation ($5K). Together the top 10 received $21K.

Grant Size Distribution

78 grants across all recorded years

78<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 78 grants of 78 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Charles City Library Foundation Charles City, IAGeneral Operations$5,000
Food Bank of Iowa Des Moines, IAGeneral Operations$4,000
Oak Hill Community Connections Owatonna, MNGeneral Operations$3,000
Paws Humane Society Charles City, IAGeneral Operations$2,000
Charles City CSD Charles City, IAGeneral Operations$2,000
Acbc Food Shelf Anoka, MNGeneral Operations$1,250
City Improvement Association Charles City, IAGeneral Operations$1,000
Charles City Art Association Charles City, IAGeneral Operations$1,000
Community Pathways of Steele CO Owatonna, MNGeneral Operations$1,000
Mid-Iowa Council Boy Scouts Des Moines, IAGeneral Operations$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $357,256 $35,834 $31,290 $27,750
2024 $352,712 $31,276 $33,474 $28,500
2023 $354,910 $16,423 $26,371 $22,000

The 2024 filing reports 19 grants, and the 2023 filing reports 13.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
Total Assets$357,256$352,712$354,910
Revenue$35,834$31,276$16,423
Expenses$31,290$33,474$26,371
Qualifying Distributions$27,750$28,500$22,695
Net Investment Income$32,294$26,302$12,896
Distributable Amount$16,974$18,912$18,223

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 May 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 23, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 24, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists JR Herbrechtsmeyer as president and Jo Ann Herbrechtsmeyer as vice president.

Herby Family Foundation is led by Jr Herbrechtsmeyer, President since 2024 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jr Herbrechtsmeyer

    President

    President, Treasurer & Director → President, 2024

    On filings since 2020

    No compensation reported

  • Jo Ann Herbrechtsmeyer

    Vice President

    Vice President & Secretary → Vice President, 2024

    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.

Contact

Mailing address: 812 9Th Street, Charles City, IA 50616
Phone: (641) 257-1202

Frequently asked questions about Herby Family Foundation

How much does Herby Family Foundation give each year?

Herby Family Foundation gave $28K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 19 grants.

What is Herby Family Foundation's typical grant size?

Herby Family Foundation's median grant in 2025 was $1,000, and its average grant was $1,632, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herby Family Foundation that year got $2K on average.

Where does Herby Family Foundation give grants?

Herby Family Foundation gives mostly in Iowa: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (32%). The most frequent recipient cities were Charles City, IA (6 grants), Des Moines, IA (2 grants) and Owatonna, MN (2 grants).

Does Herby Family Foundation give general operating support?

Yes: 100% of Herby Family Foundation's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Herby Family Foundation's largest grantees?

Herby Family Foundation's largest 2025 grantees include Charles City Library Foundation ($5,000), Food Bank of Iowa ($4,000) and Oak Hill Community Connections ($3,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.

How large is Herby Family Foundation?

Herby Family Foundation reported $357K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).

What does Herby Family Foundation fund?

The foundation’s filings do not state a mission. Its 2025 grants included support for food banks and hunger-relief organizations, as well as a library foundation, humane society, school district, arts association, and organizations addressing Parkinson’s disease. See mission & focus areas ↑

How do I apply for a grant from Herby Family Foundation?

The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Herby Family Foundation's EIN?

Herby Family Foundation's EIN (Employer Identification Number) is 81-4646730. IRS Form 990 filing data is available on this page for 2020–2025.

Does Herby Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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