The Herrick Fund is a private foundation focused on Education, based in SONOMA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $602K in total assets. In 2024, it awarded 2 grants totaling $35K. Net investment income was $27K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$602K
-1.3% YoY
Annual Giving
$35K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$18K
+0.0% YoY
Under IRS private-foundation payout rules, The Herrick Fund reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About The Herrick Fund
Based on IRS filings
The Herrick Fund is a private foundation focused on Education, based in SONOMA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $602K in total assets. In 2024, it awarded 2 grants totaling $35K. Net investment income was $27K.
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 | $601,826 | $609,756 | $638,849 |
| Revenue | $32,414 | $10,424 | $19,945 |
| Expenses | $40,344 | $39,517 | $50,125 |
| Qualifying Distributions | $35,000 | $37,108 | $50,000 |
| Net Investment Income | $27,187 | $8,315 | $19,820 |
| Distributable Amount | $29,591 | $30,867 | $33,351 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Hoover Institution ($25,000), The Haas School of Business ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| The Haas School of Business Berkeley, CA | BUSINESS PROGRAM | $10,000 |
| The Hoover Institution Stanford, CA | MEDIA FELLOW PROGRAM | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SARAH P HERRICK | PRESIDENT AND SECRETARY | — | — |
| STEPHEN B HERRICK | CHIEF FINANCIAL OFFICER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Herrick Fund?
The Herrick Fund is a private foundation focused on Education, based in SONOMA, CA. It holds $602K in total assets as of 2024.
How large is The Herrick Fund?
As of 2024, The Herrick Fund holds $602K in total assets with $32K in annual revenue. It awarded 2 grants totaling $35K in 2024.
Where does The Herrick Fund operate?
The Herrick Fund has awarded grants in California.
What size grants does The Herrick Fund award?
In 2024, The Herrick Fund awarded 2 grants totaling $35K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is The Herrick Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Herrick Fund reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Herrick Fund's EIN?
The Herrick Fund's EIN (Employer Identification Number) is 77-0098614. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Herrick Fund'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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