The Herzog Family Foundation
The Herzog Family Foundation is a private foundation based in Bratenahl, Ohio. In its 2025 filing, it reported 13 grants totaling $125,455 to organizations including the Alzheimer’s Association, University Hospitals, and Hospice of the Western Reserve.
The Herzog Family Foundation at a glance
In short: The Herzog Family Foundation gave $125K across 13 grants in 2025 (avg $10K), mostly in Ohio. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,455
- +42.9% vs 2024
- Grants made (2025)
- 13
- +85.7% vs 2024
- Average grant
- $9,650
- -23.1% vs 2024
- Median grant
- $4,500
- Total assets
- $659,728
- -7.1% vs 2024
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2025; small sample)
- Primary geography
- Ohio (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Herzog Family Foundation
- How to Apply
-
The 2024 filing says to submit a written request explaining the project or program, with supporting detail including financial data. It lists no restrictions on awards and no deadlines.
- Contact
Application contact: The Herzog Family Foundation
Mailing address: C/O Wr Herzog 116 Haskell Dr, Bratenahl, OH 44108-1157
Phone: (440) 221-5560
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Herzog Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Alzheimer's Association ($49K). Together the top 10 received $121K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars were distributed to recipients in Ohio (71%), California (28%), and Texas (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Is The Herzog Family Foundation open to new grantees?
31%
first-time grantees, 2025
In 2025, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $4K; repeat grants $12K. How we count
Medians: $2K first-time, $5K repeat.
- 46% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 374% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $56K (2021) to $125K (2025). In 2025 it made 13 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alzheimer's Association Ashtabula, OH | To carry out the general activities of the org. | $49,000 |
| University Hospitals Cleveland, CA | To carry out the general activities of the org. | $25,000 |
| Hospice of the Western Reserve Ashtabula, OH | To carry out the general activities of the org. | $11,000 |
| Ashtabula Arts Center Ashtabula, CA | To carry out the general activities of the org. | $10,000 |
| Ashtabula Little League Ashtabula, OH | To carry out the general activities of the org. | $7,500 |
| First Presbyterian Church Ashtabula, OH | To carry out the general activities of the org. | $4,875 |
| Bratenahl Community Foundation Bratenahl, OH | To carry out the general activities of the org.to carry out the general activities of the org. | $4,500 |
| Civic Development Center Ashtabula, OH | To carry out the general activities of the org. | $4,000 |
| The Stratus Foundation Mentor, OH | To carry out the general activities of the org. | $3,000 |
| Ashtabula Area City Schools Ashtabula, OH | To carry out the general activities of the org. | $2,580 |
Ready to take the next step with The Herzog Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $659,728 | $102,555 | $140,864 | $125,455 | 13 | $126,749 | $67,999 | $33,890 |
| 2024 | $710,091 | $65,030 | $108,309 | $87,807 | 7 | $89,305 | $34,526 | $33,090 |
| 2023 | $656,318 | $47,562 | $128,292 | $106,241 | 8 | $108,704 | $20,534 | $34,533 |
| 2022 | $811,983 | $74,212 | $103,795 | $103,100 | 11 | $103,417 | $74,096 | $41,536 |
| 2021 | $862,073 | $35,138 | $59,788 | $55,900 | 9 | — | $34,660 | $39,032 |
Under IRS private-foundation payout rules, The Herzog Family Foundation reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants went to organizations working in areas including health, hospice care, arts, youth sports, education, and community development.
Among the grantees described in their own words, Hospice of the Western Reserve says it provides palliative end-of-life care, caregiver support, and bereavement services throughout Northern Ohio. The Stratus Foundation says it raises funds for scholarships for graduating seniors of two local high schools and contributions to selected charitable organizations. The Ashtabula County Family YMCA says it puts Christian principles into practice through programs that build healthy body, mind, and spirit for all. The American Heart Association says its mission is to be a relentless force for a world of longer, healthier lives.
Grantmaking
In 2025, the foundation made 13 grants totaling $125,455. Grants ranged from $1,000 to $49,000, with a median of $4,500. Notable grants included $49,000 to the Alzheimer’s Association, $25,000 to University Hospitals, and $11,000 to Hospice of the Western Reserve. Other listed recipients included Ashtabula Arts Center ($10,000), Ashtabula Little League ($7,500), and First Presbyterian Church ($4,875). The Ashtabula County Family YMCA also reported receiving $1,000 from the foundation in 2025.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William R. Herzog as chairman and trustee; Mary L. Herzog-Andrews as secretary, treasurer, and trustee; and Charlotte F. Osborne, Vicki M. Tyson, John R. Lowther, and Francis A. Herzog Jr. as trustees.
The Herzog Family Foundation is led by William R. Herzog, Chairman & Trustee on every filing since 2021; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
William R. Herzog
Chairman & Trustee
On filings since 2021
No compensation reported
Charlotte F. Osborne
Trustee
On filings since 2021
No compensation reported
Francis A. Herzog Jr.
Trustee
On filings since 2021
No compensation reported
John R. Lowther
Trustee
On filings since 2021
No compensation reported
Mary L. Herzog-Andrews
Secretary, Treasurer & Trustee
Trustee → Secretary, Treasurer & Trustee, 2022
On filings since 2021
No compensation reported
Vicki M. Tyson
Trustee
On filings since 2021
No compensation reported
Former officers (1)
- Former: Elinor M. Herzog (2021) — Secretary, Treasurer & Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Herzog Family Foundation
How much does The Herzog Family Foundation give each year?
The Herzog Family Foundation gave $125K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 7 grants.
What is The Herzog Family Foundation's typical grant size?
The Herzog Family Foundation's median grant in 2025 was $4,500, and its average grant was $9,650, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Herzog Family Foundation that year got $4K on average.
Where does The Herzog Family Foundation give grants?
The Herzog Family Foundation gives mostly in Ohio: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (28%). The most frequent recipient cities were Ashtabula, OH (8 grants).
Does The Herzog Family Foundation give general operating support?
Yes: 100% of The Herzog Family Foundation's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Herzog Family Foundation's largest grantees?
The Herzog Family Foundation's largest 2025 grantees include Alzheimer's Association ($49,000), University Hospitals ($25,000) and Hospice of the Western Reserve ($11,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is The Herzog Family Foundation?
The Herzog Family Foundation reported $660K in total assets on its 2025 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What does The Herzog Family Foundation fund?
No foundation mission statement is provided. Its 2025 grants went to organizations working in areas including health, hospice care, arts, youth sports, education, and community development. See mission & focus areas ↑
How do I apply for a grant from The Herzog Family Foundation?
The 2024 filing says to submit a written request explaining the project or program, with supporting detail including financial data. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Herzog Family Foundation's EIN?
The Herzog Family Foundation's EIN (Employer Identification Number) is 34-1867760. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work The Herzog Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Herzog Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Herzog Family Foundation funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/the-herzog-family-foundation-morg_45db611950b94be7bb0aa7e08a2c971f
BibTeX
@misc{grantable_341867760_2026,
author = {{Grantable}},
title = {{The Herzog Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-herzog-family-foundation-morg_45db611950b94be7bb0aa7e08a2c971f},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Herzog Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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