The Steve and Natalee Herrig Family Foundation Inc

Private foundation · Grantmaker Bradenton, FL EIN: 85-4146618

The Steve and Natalee Herrig Family is a private foundation based in Bradenton, Florida. Its reported giving includes support for organizations in Florida and other states, with major 2025 grants for general purposes to a charitable foundation, a local meals-on-wheels organization, and a school.

Key facts about The Steve and Natalee Herrig Family Foundation Inc

In short: The Steve and Natalee Herrig Family Foundation Inc gave $6.5M across 14 grants in 2025 (avg $465K), top state Kansas. 43% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
85-4146618
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$6,509,000
Grants made (2025)
14
Average grant
$464,929
Median grant
$50,000
New grantees (estimate)
43% first-time grantees (6 of 14, 2025; small sample)
Total assets
$9,547,333
Primary geography
Kansas (46% 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. New grantees are estimated by matching recipient names across years (methodology). 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

$9.5M

-2.4% YoY

Annual Giving

$6.5M

+4.9% YoY

Grant Count

14

+7.7% YoY

Avg Grant Size

$465K

-2.6% YoY

Under IRS private-foundation payout rules, The Steve and Natalee Herrig Family Foundation Inc reported a distributable amount of $425K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Steve and Natalee Herrig Family Foundation Inc open to new grantees?

43%

first-time grantees, 2025

In 2025, 6 of 14 grantees (43%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $595K; repeat grants $367K. How we count

Medians: $30K first-time, $75K repeat.

  • 29% of 2025 grantees were also funded in 2024. Method
  • Giving grew 46% from 2022 to 2025. Method
  • In 2025 it paid out well above 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s 2025 filing describes a mission-related investment: a loan to City on Purpose to provide housing, religious, and social services to local communities through that organization. Its grant record also shows support for arts, education, food and supportive services, and other charitable organizations; the listed grant purposes in 2025 are reported as general.

Among its 2024 grantees, Meals on Wheels Plus of Manatee says its mission is to help people live independently through nutrition and supportive services. The Society of St. Vincent de Paul describes its work as helping people in need, regardless of background. The Hope Florida Foundation says it fosters collaboration across public and private sectors, faith communities, and nonprofits. Other supported organizations describe work that includes educational scholarships for eligible military and first-responder families, family-policy advocacy, and criminal-justice reform.

Grantmaking

In 2025, the foundation reported 14 grants totaling $6,509,000. Awards ranged from $2,000 to $3,000,000, with a median grant of $50,000. The largest reported grants were $3,000,000 to Impact Investing Charitable Foundation in Lenexa, Kansas; $2,000,000 to Meals on Wheels Plus of Manatee in Bradenton, Florida; $610,000 to St Stephen’s Episcopal School in Bradenton; and $500,000 to Ignatius Press in San Francisco, California. Other listed awards included $100,000 each to Catholic Faith Appeal and Project Rooted.

In 2024, the foundation reported 13 grants totaling $6,204,000. Its support for the Herrig Center for the Arts’ capital campaign is listed among the Center’s contributions at the $2,000,000-and-up level. Its 2025 filing, the latest on this page, reports 14 grants totaling $6.5 million.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

The 2025 grant dollars were reported as distributed among recipients in Kansas (46%), Florida (43%), California (8%), Iowa (2%), and Missouri (1%). Listed recipients include organizations in Bradenton and other Florida communities, as well as organizations in several other states.

Grant Distribution by State

25states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

BradentonSarasotaDubuqueColorado SpringsLakelandStill RiverVeniceMaryland HeightsPortlandChicagoLansdowneNotre DamePalmettoTallahasseeWashingtonArlingtonAshlandAuroraBirminghamCentral Islip

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M0 grants2020 39 grants2021 20 grants2022 21 grants2023 13 grants2024 14 grants2025

From 2021 to 2025, annual grant giving ranged from $1.3M (2021) to $6.5M (2025). In 2025 it made 14 grants totaling $6.5M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Impact Investing Charitable Foundation: $3.0MImpact Investing CharitableFoundation$3.0MMeals on Wheels Plus of Manatee: $2.0MMeals on Wheels Plus ofManatee$2.0MSt Stephen's Episcopal School: $610KSt Stephen's Episcopal School$610KIgnatius Press: $500KIgnatius Press$500KCatholic Faith Appeal: $100KCatholic Faith Appeal$100KProject Rooted: $100KProject Rooted$100KOne More Child: $50KOne More Child$50KSociety of St Vincent De Paul: $50KSociety of St Vincent De Paul$50KFlorida Education Foundation Inc: $50KFlorida Education FoundationInc$50KSisters of St Benedict Center: $25KSisters of St Benedict Center$25K

The largest 2025 recipient was Impact Investing Charitable Foundation ($3.0M). Together the top 10 received $6.5M.

Grant Size Distribution

107 grants across all recorded years

57<$50K8$50–100K28$100–250K$250–500K7$500K–1M6$1–5M1$5M+

The most common grant size was under $50K: 57 grants of 107 (53%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Impact Investing Charitable Foundation Lenexa, KSGeneral$3,000,000
Meals on Wheels Plus of Manatee Bradenton, FLGeneral$2,000,000
St Stephen's Episcopal School Bradenton, FLGeneral$610,000
Ignatius Press San Francisco, CAGeneral$500,000
Catholic Faith Appeal Venice, FLGeneral$100,000
Project Rooted Dubuque, IAGeneral$100,000
One More Child Lakeland, FLGeneral$50,000
Society of St Vincent De Paul Maryland Heights, MOGeneral$50,000
Florida Education Foundation Inc Tallahassee, FLGeneral$50,000
Sisters of St Benedict Center Still River, MAGeneral$25,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $9,547,333 $6,322,517 $6,568,038 $6,509,000 14
2024 $9,781,998 $5,315,473 $6,239,403 $6,204,000 13
2023 $10,705,928 $1,074,372 $4,725,221 $4,711,352 21
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$9,547,333$9,781,998$10,705,928
Revenue$6,322,517$5,315,473$1,074,372
Expenses$6,568,038$6,239,403$4,725,221
Qualifying Distributions$7,044,763$6,232,439$4,716,352
Net Investment Income$316,787$608,509$368,379
Distributable Amount$425,103$554,561$551,356

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Natalee Herrig as president, Maria Rose Herrig as secretary/treasurer, and Steven Herrig as director.

The Steve and Natalee Herrig Family Foundation Inc is led by Natalee Herrig, President on every filing since 2020; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Natalee Herrig

    President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Steven Herrig

    Director

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Maria Rose Herrig

    Secretary & Treasurer

    On filings since 2021

    5 hrs/week

    $5K (2023) → $20K (2025)

Former officers (1)
  • Former: Hannah Herrig (2020) — Secretary & Treasurer

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Maria Rose Herrig — Secretary/Treasurer: $20KMaria Rose HerrigSecretary/Treasurer$20K

The highest reported compensation on the 2025 filing was $20K, to Maria Rose Herrig (Secretary/Treasurer).

Contact

Mailing address: 6280 Riverview Boulevard, Bradenton, FL 34209
Phone: (941) 685-1966

Frequently asked questions about The Steve and Natalee Herrig Family Foundation Inc

How much does The Steve and Natalee Herrig Family Foundation Inc give each year?

The Steve and Natalee Herrig Family Foundation Inc gave $6.5M across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.2M across 13 grants.

What is The Steve and Natalee Herrig Family Foundation Inc's typical grant size?

The Steve and Natalee Herrig Family Foundation Inc's median grant in 2025 was $50,000, and its average grant was $464,929, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Steve and Natalee Herrig Family Foundation Inc that year got $595K on average.

Where does The Steve and Natalee Herrig Family Foundation Inc give grants?

The Steve and Natalee Herrig Family Foundation Inc's top state is Kansas, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (43%) and California (8%). The most frequent recipient cities were Bradenton, FL (4 grants).

Does The Steve and Natalee Herrig Family Foundation Inc give general operating support?

Yes: 100% of The Steve and Natalee Herrig Family Foundation Inc's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Steve and Natalee Herrig Family Foundation Inc's largest grantees?

The Steve and Natalee Herrig Family Foundation Inc's largest 2025 grantees include Impact Investing Charitable Foundation ($3,000,000), Meals on Wheels Plus of Manatee ($2,000,000) and St Stephen's Episcopal School ($610,000), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is The Steve and Natalee Herrig Family Foundation Inc?

The Steve and Natalee Herrig Family Foundation Inc reported $9.5M in total assets on its 2025 IRS Form 990-PF. It paid out $7.0M in qualifying distributions that year, against a required minimum of $425K (roughly 5% of its investment assets).

What does The Steve and Natalee Herrig Family Foundation Inc fund?

The foundation’s 2025 filing describes a mission-related investment: a loan to City on Purpose to provide housing, religious, and social services to local communities through that organization. See mission & focus areas ↑

How do I apply for a grant from The Steve and Natalee Herrig 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 ↑

What is The Steve and Natalee Herrig Family Foundation Inc's EIN?

The Steve and Natalee Herrig Family Foundation Inc's EIN (Employer Identification Number) is 85-4146618. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Steve and Natalee Herrig 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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