James S Herr Family Foundation

NOTTINGHAM, PA EIN: 23-2531170

James S Herr Family Foundation is a private foundation, based in NOTTINGHAM, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 1 grants totaling $541K. Net investment income was $590K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.9M

+7.9% YoY

Annual Giving

$541K

-11.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$541K

-11.8% YoY

Under IRS private-foundation payout rules, James S Herr Family Foundation reported a distributable amount of $249K for 2024 — the minimum it must pay out in qualifying distributions.

About James S Herr Family Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $2.7M (100%)

States

Pennsylvania

Cities

See Attached

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,908,392	$5,474,793	$5,400,188
Revenue	$1,034,870	$716,083	$320,669
Expenses	$601,271	$641,478	$567,232
Qualifying Distributions	$540,500	$612,500	$539,780
Net Investment Income	$589,523	$289,675	$172,510
Distributable Amount	$248,736	$273,941	$297,531

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Schedule ($540,500).

Recipient	Purpose	Amount
SEE ATTACHED SCHEDULE SEE ATTACHED, PA	CARRY OUT RELIGIOUS OR CHARITABLE PU	$540,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
GENE HERR	CHAIRMAN	—	—
CRYSTAL MESSAROS	PRESIDENT/TR	—	—
EDWIN HERR	VICE PRES	—	—
KIM MCLIMANS	SECRETARY	—	—
MORGAN MCRAY	MANAGER	—	—
JUNE GUNDEN	DIRECTOR	—	—
JAMES M HERR	DIRECTOR	—	—
MARTHA THOMAS	DIRECTOR	—	—
LAURA GUNDEN	DIRECTOR	—	$2,000
ETHAN HERR	DIRECTOR	—	$2,000
AMANDA TROUT	DIRECTOR	—	$2,000
MICHAEL HERR	DIRECTOR	—	$2,000
HANSLEY THOMAS	DIRECTOR	—	$2,000

Frequently Asked Questions

How large is James S Herr Family Foundation?

As of 2024, James S Herr Family Foundation holds $5.9M in total assets with $1.0M in annual revenue. It awarded 1 grants totaling $541K in 2024.

Where does James S Herr Family Foundation operate?

James S Herr Family Foundation has awarded grants in Pennsylvania.

What size grants does James S Herr Family Foundation award?

In 2024, James S Herr Family Foundation awarded 1 grants totaling $541K — an average of about $541K per grant, based on its IRS Form 990 filings.

How much is James S Herr Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James S Herr Family Foundation reported a distributable amount of $249K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James S Herr Family Foundation's EIN?

James S Herr Family Foundation's EIN (Employer Identification Number) is 23-2531170. IRS Form 990 filing data is available on this page for 2020–2024.