Herzog Family Foundation
Donations deductibleTotal assets
$673k
IRS master file
Directors and trustees
6
5.4 years on average
Chair observed
≥4 yrs
William R Herzog
Left since last filing
0
no seats appear to have opened
Activity
T20Z
Philanthropy, voluntary services and grantmaking
Filings on record
5
latest 2025
Renewal outlook
Low current likelihood
score 8 of 100
Exempt since
1998
28 years ago
Herzog Family Foundation's network
6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| William R Herzog Chair | Chairman/Trustee | 2021 | 5 yrs |
| Charlotte F Osborne | Trustee | 2021 | 5 yrs |
| Francis A Herzog JR | Trustee | 2021 | 5 yrs |
| John R Lowther | Trustee | 2021 | 5 yrs |
| Mary L Herzog-Andrews | Sec/Treas/Trustee | 2021 | 5 yrs |
| Vicki M Tyson | Trustee | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
About
- Legal name
- Herzog Family Foundation
- EIN
- 341867760
- Address
- 116 Haskell Dr, Bratenahl, OH, 44108-1157
- State
- Ohio
- Activity (NTEE)
- T20Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 5 (IRS master file code)
- IRS ruling date
- 1 December 1998
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2025
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsWilliam R Herzog
≥5years on the filingsCharlotte F Osborne
≥5years on the filingsFrancis A Herzog JR
≥5years on the filingsJohn R Lowther
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $0 | $141k | Deficit $141k |
As filed on the IRS Form 990. US dollars.