The Herget Family Charitable Foundation
The Herget Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALEXANDRIA, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 6 grants totaling $248K. Net investment income was $516K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
+8.9% YoY
Annual Giving
$248K
-2.0% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$41K
-2.0% YoY
About The Herget Family Charitable Foundation
Based on IRS filings
The Herget Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALEXANDRIA, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 6 grants totaling $248K. Net investment income was $516K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,783,048 | $3,473,101 | $3,611,325 |
| Revenue | $576,329 | $130,620 | $64,838 |
| Expenses | $266,344 | $268,814 | $458,879 |
| Qualifying Distributions | $251,500 | $256,325 | $438,975 |
| Net Investment Income | $516,128 | $118,131 | $44,934 |
| Distributable Amount | $212,821 | $192,223 | $219,492 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE S HERGET | PRESIDENT | 1 | — |
| R PHILIP HERGET III | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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The Roth Family Foundation
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Assets
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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