Joseph J & Rose a Herrmann Charitable Foundation
The Joseph J & Rose A Herrmann Charitable Foundation is a private foundation based in San Antonio, Florida. The foundation is organized as a 501(c)(3) exempt organization and operates with no employees.
Key facts about Joseph J & Rose a Herrmann Charitable Foundation
- EIN
- 59-2982443
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $303,750
- Grants made (2024)
- 91
- Average grant
- $3,338
- Median grant
- $2,500
- Total assets
- $2,568,974
- Primary geography
- Florida (66% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Joseph J & Rose a Herrmann Charitable Foundation funds
By grant dollars, the top recipient states for Joseph J & Rose a Herrmann Charitable Foundation's 91 itemized 2024 grants were Florida (66%) and Kentucky (6%). The most frequent recipient cities were St Leo, FL (13 grants), Dade City, FL (12 grants), Tampa, FL (8 grants) and San Antonio, FL (5 grants). None of its 91 grants with a stated purpose were described as general or operating support. Recurring purposes include "Contribution Provided" (91 grants).
How Joseph J & Rose a Herrmann Charitable Foundation gives
- 93% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Joseph J & Rose a Herrmann Charitable Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
-2.4% YoY
Annual Giving
$304K
+5.2% YoY
Grant Count
91
-2.2% YoY
Avg Grant Size
$3K
+7.5% YoY
Under IRS private-foundation payout rules, Joseph J & Rose a Herrmann Charitable Foundation reported a distributable amount of $292K for 2024 — the minimum it must pay out in qualifying distributions.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 91 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,568,974 | $2,631,389 | $2,677,484 |
| Revenue | $260,054 | $249,443 | $206,257 |
| Expenses | $319,985 | $288,750 | $323,484 |
| Qualifying Distributions | $303,750 | $288,750 | $313,350 |
| Net Investment Income | $54,861 | $71,289 | $196,123 |
| Distributable Amount | $291,806 | $282,943 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
187 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include SLU-Tapia Building ($15,000), Society for St Vincent DePaul ($15,000), Metropolitan Ministries ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SLU-Tapia Building St Leo, FL | CONTRIBUTION PROVIDED | $15,000 |
| Society for St Vincent DePaul San Antonio, FL | CONTRIBUTION PROVIDED | $15,000 |
| Metropolitan Ministries Tampa, FL | CONTRIBUTION PROVIDED | $12,000 |
| Meals on Wheels East Pasco Zephyrhills, FL | CONTRIBUTION PROVIDED | $10,000 |
| Saint Leo Abbey St Leo, FL | CONTRIBUTION PROVIDED | $10,000 |
| St Anthony of Padua Catholic Church San Antonio, FL | CONTRIBUTION PROVIDED | $10,000 |
| Nativity Outreach Food Bank Brandon, FL | CONTRIBUTION PROVIDED | $9,000 |
| American Red Cross Tampa, FL | CONTRIBUTION PROVIDED | $7,500 |
| Saint Leo Abbey Church Restoration St Leo, FL | CONTRIBUTION PROVIDED | $7,500 |
| Catholic Relief Services USCC Baltimore, MD | CONTRIBUTION PROVIDED | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Timothy C Baldwin | Trustee | 1 | — |
| Francis C Gude | Trustee | 1 | — |
| Joseph W Herrmann | Trustee | 5 | — |
| Lucius G Herrmann | Trustee | 5 | — |
| Timothy J Newlon CPA | Trustee | 1 | — |
Frequently Asked Questions
What size grants does Joseph J & Rose a Herrmann Charitable Foundation award?
In 2024, Joseph J & Rose a Herrmann Charitable Foundation awarded 91 grants totaling $304K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Joseph J & Rose a Herrmann Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph J & Rose a Herrmann Charitable Foundation reported a distributable amount of $292K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph J & Rose a Herrmann Charitable Foundation's EIN?
Joseph J & Rose a Herrmann Charitable Foundation's EIN (Employer Identification Number) is 59-2982443. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.