The Herum Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STOCKTON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $641K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$641K
+18.4% YoY
Annual Giving
$10K
-70.9% YoY
Grant Count
4
-73.3% YoY
Avg Grant Size
$2K
+9.2% YoY
Under IRS private-foundation payout rules, The Herum Foundation Inc reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About The Herum Foundation Inc
Based on IRS filings
The Herum Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STOCKTON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $641K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $11K.
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 | $640,836 | $541,128 | $470,673 |
| Revenue | $111,181 | $105,000 | $95,000 |
| Expenses | $11,473 | $34,545 | $32,315 |
| Qualifying Distributions | $9,540 | $32,770 | $30,790 |
| Net Investment Income | $11,181 | — | — |
| Distributable Amount | $28,002 | $23,395 | $20,226 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Mary's Dining Room ($5,000), St Andrews Lutheran Church ($4,000), Hospice of San Joaquin County ($300).
| Recipient | Purpose | Amount |
|---|---|---|
| HOSPICE OF SAN JOAQUIN COUNTY STOCKTON, CA | GENERAL PURPOSE | $300 |
| ST ANDREWS LUTHERAN CHURCH STOCKTON, CA | GENERAL PURPOSE | $4,000 |
| ST MARY'S DINING ROOM STOCKTON, CA | GENERAL PURPOSE | $5,000 |
| PIXIE WOODS INC STOCKTON, CA | GENERAL PURPOSE | $240 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN A HERUM | Secretary | 3 | — |
| JUDY HERUM | CEO | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Herum Foundation Inc?
The Herum Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STOCKTON, CA. It holds $641K in total assets as of 2024.
How large is The Herum Foundation Inc?
As of 2024, The Herum Foundation Inc holds $641K in total assets with $111K in annual revenue. It awarded 4 grants totaling $10K in 2024.
Where does The Herum Foundation Inc operate?
The Herum Foundation Inc has awarded grants in California, Indiana, Maryland, Missouri, Texas.
What size grants does The Herum Foundation Inc award?
In 2024, The Herum Foundation Inc awarded 4 grants totaling $10K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Herum Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Herum Foundation Inc reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Herum Foundation Inc's EIN?
The Herum Foundation Inc's EIN (Employer Identification Number) is 83-2195380. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Herum Foundation Inc'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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