The Herzog Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRATENAHL, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $660K in total assets. In 2025, it awarded 13 grants totaling $125K. Net investment income was $68K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$660K
-7.1% YoY
Annual Giving
$125K
+42.9% YoY
Grant Count
13
+85.7% YoY
Avg Grant Size
$10K
-23.1% YoY
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.
About The Herzog Family Foundation
Based on IRS filings
The Herzog Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRATENAHL, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $660K in total assets. In 2025, it awarded 13 grants totaling $125K. Net investment income was $68K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $659,728 | $710,091 | $656,318 |
| Revenue | $102,555 | $65,030 | $47,562 |
| Expenses | $140,864 | $108,309 | $128,292 |
| Qualifying Distributions | $126,749 | $89,305 | $108,704 |
| Net Investment Income | $67,999 | $34,526 | $20,534 |
| Distributable Amount | $33,890 | $33,090 | $34,533 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Alzheimer's Association ($49,000), University Hospitals ($25,000), Hospice of the Western Reserve ($11,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACR ASHTABULA, OH | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $2,000 |
| ALZHEIMER'S ASSOCIATION ASHTABULA, OH | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $49,000 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $1,000 |
| ASHTABULA AREA CITY SCHOOLS ASHTABULA, OH | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $2,580 |
| ASHTABULA ARTS CENTER ASHTABULA, CA | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $10,000 |
| ASHTABULA COUNTY FAMILY YMCA ASHTABULA, OH | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $1,000 |
| ASHTABULA LITTLE LEAGUE ASHTABULA, OH | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $7,500 |
| 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 |
| FIRST PRESBYTERIAN CHURCH ASHTABULA, OH | TO CARRY OUT THE GENERAL ACTIVITIES OF THE ORG. | $4,875 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM R HERZOG | CHAIRMAN/TRUSTEE | — | — |
| MARY L HERZOG-ANDREWS | SEC/TREAS/TRUSTEE | — | — |
| CHARLOTTE F OSBORNE | TRUSTEE | — | — |
| VICKI M TYSON | TRUSTEE | — | — |
| JOHN R LOWTHER | TRUSTEE | — | — |
| FRANCIS A HERZOG JR | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Herzog Family Foundation?
The Herzog Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRATENAHL, OH. It holds $660K in total assets as of 2025.
How large is The Herzog Family Foundation?
As of 2025, The Herzog Family Foundation holds $660K in total assets with $103K in annual revenue. It awarded 13 grants totaling $125K in 2025.
Where does The Herzog Family Foundation operate?
The Herzog Family Foundation has awarded grants in California, New York, Ohio, Texas.
What size grants does The Herzog Family Foundation award?
In 2025, The Herzog Family Foundation awarded 13 grants totaling $125K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Herzog Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Herzog Family Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Herzog Family Foundation'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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