Herr Family Foundation

Foundation · Grantmaker Morristown, IN EIN: 35-2016101

Herr Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Morristown, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 10 grants totaling $185K. Net investment income was $124K.

Key facts about Herr Family Foundation

In short: Herr Family Foundation gave $185K across 10 grants in 2025 (avg $19K), mostly in Indiana. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
35-2016101
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$185,000
Grants made (2025)
10
Average grant
$18,500
Median grant
$15,000
New grantees (estimate)
10% first-time grantees (1 of 10, 2025)
Total assets
$1,631,366
Primary geography
Indiana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

-0.9% YoY

Annual Giving

$185K

+23.3% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$19K

+23.3% YoY

Under IRS private-foundation payout rules, Herr Family Foundation reported a distributable amount of $149K for 2025 — the minimum it must pay out in qualifying distributions.

Is Herr Family Foundation open to new grantees?

10%

first-time grantees, 2025

In 2025, 1 of 10 grantees (10%) were first-time recipients. First grants averaged $10K; repeat grants $19K. How we count

Medians: $10K first-time, $15K repeat.

  • 90% of 2025 grantees were also funded in 2024. Method
  • Giving grew 85% from 2022 to 2025. Method
  • In 2025 it paid out 124% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 10 itemized 2025 grant dollars.

States

Cities

IndianapolisFountaintown

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K10 grants202010 grants202110 grants20229 grants202310 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Wheeler Mission: $25KWheeler Mission$25KGleaners: $25KGleaners$25KFight for Life: $25KFight for Life$25KSecond Helpings: $25KSecond Helpings$25KHabitat for Humanity: $15KHabitat for Humanity$15KShepherd Community Center: $15KShepherd Community Center$15KHumane Society: $15KHumane Society$15KThe Julian Center: $15KThe Julian Center$15KRiley Childrens Foundation: $15KRiley Childrens Foundation$15KK9 Castaway Rescure: $10KK9 Castaway Rescure$10K

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wheeler Mission Indianapolis, INGeneral$25,000
Gleaners Indianapolis, INGeneral$25,000
Fight for Life Indianapolis, INGeneral$25,000
Second Helpings Indianapolis, INGeneral$25,000
Habitat for Humanity Indianapolis, INGeneral$15,000
Shepherd Community Center Indianapolis, INGeneral$15,000
Humane Society Indianapolis, INGeneral$15,000
The Julian Center Indianapolis, INGeneral$15,000
Riley Childrens Foundation Indianapolis, INGeneral$15,000
K9 Castaway Rescure Fountaintown, INGeneral$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K202020212022202320242025
Metric202520242023
Total Assets$1,631,366$1,645,753$1,646,843
Revenue$215,971$176,906$42,626
Expenses$219,830$177,996$109,874
Qualifying Distributions$185,000$150,000$90,000
Net Investment Income$123,663$148,910$22,752
Distributable Amount$149,394$133,356$112,041

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 12, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Herr Family Foundation is led by Audrey Williams, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Audrey Williams

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Linda Dison

    V President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Emily Williams

    Officer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Robert Williams

    Officer

    On filings since 2020

    1 hr/week

    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 Herr Family Foundation

How much does Herr Family Foundation give each year?

Herr Family Foundation gave $185K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 10 grants.

What is Herr Family Foundation's typical grant size?

Herr Family Foundation's median grant in 2025 was $15,000, and its average grant was $18,500, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herr Family Foundation that year got $10K on average.

Where does Herr Family Foundation give grants?

Herr Family Foundation gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Indianapolis, IN (9 grants).

Does Herr Family Foundation give general operating support?

Yes: 100% of Herr Family Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Herr Family Foundation's largest grantees?

Herr Family Foundation's largest 2025 grantees include Wheeler Mission ($25,000), Gleaners ($25,000) and Fight for Life ($25,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.

How large is Herr Family Foundation?

Herr Family Foundation reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $185K in qualifying distributions that year, against a required minimum of $149K (roughly 5% of its investment assets).

What is Herr Family Foundation?

Herr Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Morristown, IN. It holds $1.6M in total assets as of 2025.

What is Herr Family Foundation's EIN?

Herr Family Foundation's EIN (Employer Identification Number) is 35-2016101. 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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