Herby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES CITY, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $353K in total assets. In 2024, it awarded 19 grants totaling $29K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$353K
-0.6% YoY
Annual Giving
$29K
+29.5% YoY
Grant Count
19
+46.2% YoY
Avg Grant Size
$2K
-11.4% YoY
Under IRS private-foundation payout rules, Herby Family Foundation reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.
About Herby Family Foundation
Based on IRS filings
Herby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES CITY, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $353K in total assets. In 2024, it awarded 19 grants totaling $29K. Net investment income was $26K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $352,712 | $354,910 | $364,858 |
| Revenue | $31,276 | $16,423 | $14,645 |
| Expenses | $33,474 | $26,371 | $47,173 |
| Qualifying Distributions | $28,500 | $22,695 | $42,608 |
| Net Investment Income | $26,302 | $12,896 | $10,747 |
| Distributable Amount | $18,912 | $18,223 | $20,488 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tlc ($3,000), Mid-iowa Council Boy Scouts ($3,000), City Improvement Association ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TLC CHARLES CITY, IA | GENERAL OPERATIONS | $3,000 |
| CITY IMPROVEMENT ASSOCIATION CHARLES CITY, IA | GENERAL OPERATIONS | $2,000 |
| ART-A-FEST CHARLES CITY, IA | GENERAL OPERATIONS | $1,000 |
| CHARLES CITY HIGH SCHOOL RISE CHARLES CITY, IA | GENERAL OPERATIONS | $1,000 |
| CHARELS CITY HIGH SCHOOL FINE ARTS CHARLES CITY, IA | GENERAL OPERATIONS | $1,000 |
| CHARLES CITY ART ASSOCIATION CHARLES CITY, IA | GENERAL OPERATIONS | $1,000 |
| ANNIES FOUNDATION JOHNSTON, IA | GENERAL OPERATIONS | $2,000 |
| PAWS HUMANE SOCIETY CHARLES CITY, IA | GENERAL OPERATIONS | $2,000 |
| HOPE LODGE EAGAN, MN | GENERAL OPERATIONS | $1,000 |
| TRANSITIONAL HOUSING STEELE CO OWATONNA, MN | GENERAL OPERATIONS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JR HERBRECHTSMEYER | PRESIDENT | 0.5 | — |
| JO ANN HERBRECHTSMEYER | VICE PRESIDE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herby Family Foundation?
Herby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES CITY, IA. It holds $353K in total assets as of 2024.
How large is Herby Family Foundation?
As of 2024, Herby Family Foundation holds $353K in total assets with $31K in annual revenue. It awarded 19 grants totaling $29K in 2024.
Where does Herby Family Foundation operate?
Herby Family Foundation has awarded grants in Iowa, Minnesota.
What size grants does Herby Family Foundation award?
In 2024, Herby Family Foundation awarded 19 grants totaling $29K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Herby Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herby Family Foundation reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Herby Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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