William C Herdle Trust

Private foundation · Grantmaker Las Vegas, NV EIN: 21-6013323

William C Herdle Trust is a private foundation, based in Las Vegas, NV. IRS filing data is available from 2019 through 2021. In 2021, it awarded 3 grants totaling $195K. Net investment income was $45K.

William C Herdle Trust at a glance

In short: William C Herdle Trust gave $195K across 3 grants in 2021 (avg $65K), mostly in New Jersey. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$195,361
+1778.5% vs 2020
Grants made (2021)
3
+0.0% vs 2020
Average grant
$65,120
+1778.5% vs 2020
Median grant
$48,840
Primary geography
New Jersey (50% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated September 2026.

Who William C Herdle Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2021

Lutheran Home at Moorestown: $98KLutheran Home at Moorestown$98KSilver Springs Martin Luther School: $49KSilver Springs Martin LutherSchool$49KGermantown Home: $49KGermantown Home$49K

The largest 2021 recipient was Lutheran Home at Moorestown ($98K). Together the top 3 received $195K.

Grant Size Distribution

9 grants across all recorded years

8<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 9 (89%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2021 grant dollars across all 3 itemized grants.

Cities

BurlingtonPhiladelphiaPlymouth Meeting

How William C Herdle Trust gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2019 3 grants2020 3 grants2021

From 2019 to 2021, annual grant giving ranged from $8K (2019) to $195K (2021). In 2021 it made 3 grants totaling $195K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Lutheran Home at Moorestown Burlington, NJGeneral Operating$97,681
Silver Springs Martin Luther School Plymouth Meeting, PAGeneral Operating$48,840
Germantown Home Philadelphia, PAGeneral Operating$48,840
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021—$47,041$202,586$195,3613$200,326$45,308$6,854
2020$155,394$11,695$24,707$10,4003—$9,018$8,688
2019$168,424$18,585$11,642$7,5003—$15,858$8,542

Under IRS private-foundation payout rules, William C Herdle Trust reported a distributable amount of $7K for 2021 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

William C Herdle Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).

Officers on the 2021 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $3K (2019) → $2K (2021)

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

Wells Fargo Bank N a — Trustee: $2KWells Fargo Bank N aTrustee$2K

The highest reported compensation on the 2021 filing was $2K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about William C Herdle Trust

How much does William C Herdle Trust give each year?

William C Herdle Trust gave $195K across 3 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $10K across 3 grants.

What is William C Herdle Trust's typical grant size?

William C Herdle Trust's median grant in 2021 was $48,840, and its average grant was $65,120, across 3 grants on its 2021 IRS Form 990-PF.

Where does William C Herdle Trust give grants?

William C Herdle Trust gives mostly in New Jersey: 50% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (50%).

Does William C Herdle Trust give general operating support?

Yes: 100% of William C Herdle Trust's 2021 grants with a stated purpose (3 of 3) were for general or operating support, per its 2021 IRS Form 990-PF.

How much is William C Herdle Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, William C Herdle Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William C Herdle Trust's EIN?

William C Herdle Trust's EIN (Employer Identification Number) is 21-6013323. IRS Form 990 filing data is available on this page for 2019–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
  2. IRS filings on file for fiscal years 2020–2021

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