Loretta Herkenhoff Charitable Trust
Loretta Herkenhoff Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINSTER, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $589K in total assets. In 2024, it awarded 11 grants totaling $43K. Net investment income was $47K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$589K
+1.4% YoY
Annual Giving
$43K
-1.6% YoY
Grant Count
11
-8.3% YoY
Avg Grant Size
$4K
+7.3% YoY
Under IRS private-foundation payout rules, Loretta Herkenhoff Charitable Trust reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About Loretta Herkenhoff Charitable Trust
Based on IRS filings
Loretta Herkenhoff Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINSTER, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $589K in total assets. In 2024, it awarded 11 grants totaling $43K. Net investment income was $47K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $588,528 | $580,321 | $601,509 |
| Revenue | $61,637 | $33,051 | $58,690 |
| Expenses | $53,430 | $54,239 | $54,369 |
| Qualifying Distributions | $51,430 | $51,826 | $53,104 |
| Net Investment Income | $46,680 | $34,698 | $31,337 |
| Distributable Amount | $43,140 | $40,855 | $42,588 |
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
59 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Minster Local Schools ($10,576), Minster High School ($10,000), St Augustine Church ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ART'S PLACE ST MARYS, OH | ART PROGRAMS | $1,500 |
| FJ STALLO LIBRARY MINSTER, OH | BOOKS AND SUPPLIES | $1,900 |
| JOINT TOWNSHIP DISTRICT ST MARYS, OH | HEALTHCARE SERVICES AND EQUIPMENT | $3,000 |
| MINSTER BOY SCOUT TROOP 44 MINSTER, OH | SCOUTING SUPPLIES | $500 |
| MINSTER HIGH SCHOOL MINSTER, OH | SCHOLARSHIPS | $10,000 |
| MINSTER HISTORICAL SOCIETY MINSTER, OH | HISTORICAL PRESERVATION | $2,000 |
| MINSTER LOCAL SCHOOLS MINSTER, OH | EDUCATIONAL AIDES | $10,576 |
| RADIO MARIA MINSTER, OH | PROGRAMING | $500 |
| ST AUGUSTINE CHURCH MINSTER, OH | CHURCH | $7,000 |
| ST AUGUSTINE PARISH ST JOSEPH MINSTER, OH | DONATIONS FOR YOUTH GROUP | $1,248 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAIL FRANTZ | ADVISOR | 1 | $500 |
| JEFF PIENING | ADVISOR | 1 | $500 |
| DAN DUNLAP | ADVISOR | 1 | $500 |
| MARK PIENING | ADVISOR | 1 | $500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Loretta Herkenhoff Charitable Trust?
Loretta Herkenhoff Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINSTER, OH. It holds $589K in total assets as of 2024.
How large is Loretta Herkenhoff Charitable Trust?
As of 2024, Loretta Herkenhoff Charitable Trust holds $589K in total assets with $62K in annual revenue. It awarded 11 grants totaling $43K in 2024.
Where does Loretta Herkenhoff Charitable Trust operate?
Loretta Herkenhoff Charitable Trust has awarded grants in Ohio.
What size grants does Loretta Herkenhoff Charitable Trust award?
In 2024, Loretta Herkenhoff Charitable Trust awarded 11 grants totaling $43K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Loretta Herkenhoff Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Loretta Herkenhoff Charitable Trust reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Loretta Herkenhoff Charitable Trust's EIN?
Loretta Herkenhoff Charitable Trust's EIN (Employer Identification Number) is 31-6344461. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Loretta Herkenhoff Charitable Trust'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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