Lewis & Marg Herndon FD a Truw
Lewis & Marg Herndon FD a Truw is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.0M in total assets. In 2025, it awarded 5 grants totaling $103K. Net investment income was $181K.
Lewis & Marg Herndon FD a Truw at a glance
In short: Lewis & Marg Herndon FD a Truw gave $103K across 5 grants in 2025 (avg $21K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $102,538
- -70.2% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $20,508
- -70.2% vs 2024
- Median grant
- $11,393
- Total assets
- $3,979,773
- +1.6% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lewis & Marg Herndon FD a Truw funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Childrens Hospital Fdn Inc ($46K). Together the top 5 received $103K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 18 grants of 23 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Lewis & Marg Herndon FD a Truw gives
- Giving fell 35% from 2022 to 2025. Method
- In 2025 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $103K (2025) to $344K (2024). In 2025 it made 5 grants totaling $103K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Childrens Hospital Fdn Inc Louisville, KY | General Support | $45,573 |
| Kosair Charities Commitee Inc Louisville, KY | General Support | $22,786 |
| American Red Cross Louisville, KY | General Support | $11,393 |
| Centre College of Kentucky Danville, KY | General Support | $11,393 |
| 1ST Presbyterian Church Danville St, KY | General Support | $11,393 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,979,773 | $223,192 | $158,253 | $102,538 | 5 | $112,407 | $181,277 | $232,864 |
| 2024 | $3,915,674 | $227,291 | $397,982 | $343,949 | 5 | $357,519 | $184,611 | $222,480 |
| 2023 | $4,088,997 | $46,153 | $259,417 | $197,012 | 4 | $228,025 | $86,415 | $209,693 |
| 2022 | $4,302,971 | $343,666 | $218,715 | $157,213 | 4 | $184,209 | $314,604 | $235,382 |
| 2021 | $4,200,749 | $343,811 | $236,194 | $186,066 | 5 | — | $319,625 | $227,661 |
| 2020 | $4,098,482 | $-47,679 | $235,220 | $189,359 | 5 | — | $82,005 | $208,033 |
Under IRS private-foundation payout rules, Lewis & Marg Herndon FD a Truw reported a distributable amount of $233K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lewis & Marg Herndon FD a Truw's only listed officer is PNC Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
PNC Bank NA
Trustee
On filings since 2020
1 hr/week
$44K (2020) → $49K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $49K, to PNC Bank NA (Trustee).
Frequently asked questions about Lewis & Marg Herndon FD a Truw
How much does Lewis & Marg Herndon FD a Truw give each year?
Lewis & Marg Herndon FD a Truw gave $103K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $344K across 5 grants.
What is Lewis & Marg Herndon FD a Truw's typical grant size?
Lewis & Marg Herndon FD a Truw's median grant in 2025 was $11,393, and its average grant was $20,508, across 5 grants on its 2025 IRS Form 990-PF.
Where does Lewis & Marg Herndon FD a Truw give grants?
Lewis & Marg Herndon FD a Truw gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Louisville, KY (3 grants).
Does Lewis & Marg Herndon FD a Truw give general operating support?
Yes: 100% of Lewis & Marg Herndon FD a Truw's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lewis & Marg Herndon FD a Truw's largest grantees?
Lewis & Marg Herndon FD a Truw's largest 2025 grantees include Childrens Hospital Fdn Inc ($45,573), Kosair Charities Commitee Inc ($22,786) and American Red Cross ($11,393), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Lewis & Marg Herndon FD a Truw?
Lewis & Marg Herndon FD a Truw reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $112K in qualifying distributions that year, against a required minimum of $233K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lewis & Marg Herndon FD a Truw's EIN?
Lewis & Marg Herndon FD a Truw's EIN (Employer Identification Number) is 61-6063431. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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