The Herma Family Foundation Inc
The Herma Family Foundation Inc is a private foundation based in Milwaukee, Wisconsin. In its 2025 filing, it reported two $1,000 grants for general operating support: one to an educational foundation in Indiana and one to an animal-welfare organization in Wisconsin.
Key facts about The Herma Family Foundation Inc
In short: The Herma Family Foundation Inc gave $2K across 2 grants in 2025 (avg $1K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- EIN
- 39-1776108
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,000
- Grants made (2025)
- 2
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $592,785
- Primary geography
- Indiana (50% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$593K
+2.0% YoY
Annual Giving
$2K
-45.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$1K
-45.2% YoY
Under IRS private-foundation payout rules, The Herma Family Foundation Inc reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
How The Herma Family Foundation Inc gives
- Giving fell 67% from 2022 to 2025. Method
- In 2025 it paid out 74% 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.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2025 grants went to the Delta Upsilon Educational Foundation Inc and Elmbrook Humane Society Inc. Elmbrook Humane Society describes its mission as sheltering homeless animals, promoting the human-animal bond, and preventing animal cruelty and neglect.
Grantmaking
In 2025, the foundation gave $2,000 across two grants. Both grants were $1,000.
The 2025 recipients were Delta Upsilon Educational Foundation Inc in Indianapolis, Indiana ($1,000 for general operating support) and Elmbrook Humane Society Inc in Brookfield, Wisconsin ($1,000 for general operating support). The foundation also reported $3,652 in grants across two grants in 2024 and $121,000 across four grants in 2023.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Herma Family Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars were divided equally between Indiana and Wisconsin, with 50% going to recipients in each state.
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2K (2025) to $2.0M (2021). In 2025 it made 2 grants totaling $2K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Delta Upsilon Educational Foundation Inc ($1K). Together the top 2 received $2K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 14 grants of 16 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Delta Upsilon Educational Foundation Inc Indianapolis, IN | General Operating Support | $1,000 |
| Elmbrook Humane Society Inc Brookfield, WI | General Operating Support | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $592,785 | $32,996 | $21,228 | $2,000 |
| 2024 | $581,017 | $24,139 | $12,900 | $3,652 |
| 2023 | $569,779 | $11,235 | $129,005 | $121,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $592,785 | $581,017 | $569,779 |
| Revenue | $32,996 | $24,139 | $11,235 |
| Expenses | $21,228 | $12,900 | $129,005 |
| Qualifying Distributions | $20,712 | $12,640 | $128,900 |
| Net Investment Income | $32,996 | $24,139 | $11,235 |
| Distributable Amount | $28,151 | $27,879 | $29,143 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John F Herma as president, treasurer, and director; Susan M Herma as vice president and director; Peter M Sommerhauser as assistant secretary and director; Drew Herma as vice president; Kyle Herma as secretary; and James N Phillips as director.
The Herma Family Foundation Inc is led by John F. Herma, President, Treasurer & Director on every filing since 2019; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
John F. Herma
President, Treasurer & Director
On filings since 2019
No compensation reported
Peter M. Sommerhauser
Assistant Secretary & Director
On filings since 2019
No compensation reported
Susan M. Herma
Vice President & Director
On filings since 2019
No compensation reported
James N. Phillips
Director
On filings since 2022
No compensation reported
Drew Herma
Vice President
On filings since 2019
No compensation reported
Kyle Herma
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 833 E Michigan St 1800, Milwaukee, WI 53202
Phone: (414) 273-3500
Frequently asked questions about The Herma Family Foundation Inc
How much does The Herma Family Foundation Inc give each year?
The Herma Family Foundation Inc gave $2K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 2 grants.
How large is The Herma Family Foundation Inc?
The Herma Family Foundation Inc reported $593K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $28K (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 does The Herma Family Foundation Inc fund?
The foundation’s own mission is not stated in the available information. Its 2025 grants went to the Delta Upsilon Educational Foundation Inc and Elmbrook Humane Society Inc. See mission & focus areas ↑
How do I apply for a grant from The Herma Family Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Herma Family Foundation Inc make grants?
The foundation’s 2025 grant dollars were divided equally between Indiana and Wisconsin, with 50% going to recipients in each state.
What is The Herma Family Foundation Inc's EIN?
The Herma Family Foundation Inc's EIN (Employer Identification Number) is 39-1776108. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Herma Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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