Nonprofit · EIN 26-0008276
HERB BLOCK FOUNDATION
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $5,448,122 | $2,682,098 | $2,766,024 | $55,326,127 | $4,136 | $55,321,991 |
| September 30, 2024 | 990-PF | $3,315,150 | $3,490,153 | -$175,003 | $51,222,180 | $6,090 | $51,213,624 |
| September 30, 2023 | 990-PF | $808,202 | $3,222,072 | -$2,413,870 | $44,345,229 | $2,105 | $44,343,124 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $981,667
- Interest
- $26,332
- Net gain from sales of assets
- $4,430,731
- Other income
- $9,392
Expenses
- Grants and similar amounts paid
- $1,389,000
- Compensation of officers, directors and key employees
- $341,112
- Disbursements for charitable purposes
- $2,352,175
- Excise tax on investment income
- $71,787
Balance sheet and other
- Total assets, start of year
- $51,222,180
- Total assets, end of year
- $55,326,127
- Total liabilities, end of year
- $4,136
- Net assets, end of year
- $55,321,991
- Fair market value of assets
- $55,326,127
- Qualifying distributions
- $2,352,175
- Net investment income
- $5,438,730
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCELA BRANE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CO-PRESIDENT | 40 | $170,556 | $6,783 |
| SARAH ALEX 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CO-PRESIDENT | 40 | $170,556 | $6,783 |
| ROBIN MESZOLY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | TREASURER | 1 | $0 | $0 |
| ATHELIA KNIGHT 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| JANE ASHER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | BOARD MEMBER EMRITUS | 0 | $0 | $0 |
| DONNA MCNULTY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| CLARENCE PAGE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LAURA HUTCHISON 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CHAIRMAN | 1 | $0 | $0 |
| LYNDA BONIESKIE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LAURIE STRAYER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | SECRETARY | 1 | $0 | $0 |
| ROB ROGERS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| RUTH MARCUS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LALO ALCAREZ 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| TRACY HARRIS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| MATT WUERKER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE LACEY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 |
| JILL STANLEY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCELA BRANE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CO-PRESIDENT | 40 | $148,730 | $6,021 |
| SARAH ALEX 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CO-PRESIDENT | 40 | $148,729 | $6,021 |
| ROBIN MESZOLY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | TREASURER | 1 | $0 | $0 |
| ATHELIA KNIGHT 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| JANE ASHER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | BOARD MEMBER EMRITUS | 0 | $0 | $0 |
| DONNA MCNULTY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| CLARENCE PAGE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LAURA HUTCHISON 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CHAIRMAN | 1 | $0 | $0 |
| LYNDA BONIESKIE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LAURIE STRAYER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | SECRETARY | 1 | $0 | $0 |
| ROB ROGERS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| RUTH MARCUS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LALO ALCAREZ 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| TRACY HARRIS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCELA BRANE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CO-PRESIDENT | 40 | $150,519 | $6,021 |
| SARAH ALEX 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CO-PRESIDENT | 40 | $148,262 | $5,930 |
| ROBIN MESZOLY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | TREASURER | 1 | $0 | $0 |
| ATHELIA KNIGHT 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| JANE ASHER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| JILL STANLEY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CHAIRMAN UNTIL 9/19/23 | 1 | $0 | $0 |
| DONNA MCNULTY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| MATTHEW WUERKER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR UNTIL 9/19/23 | 0.5 | $0 | $0 |
| CAROLINE LACEY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | SECRETARY UNTIL 9/19/23 | 1 | $0 | $0 |
| CLARENCE PAGE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LAURA HUTCHISON 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | CHAIRMAN SINCE 9/19/23 | 1 | $0 | $0 |
| LYNDA BONIESKIE 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| DANA PRIEST 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR UNTIL 9/19/23 | 0.5 | $0 | $0 |
| PAUL DELANEY 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR UNTIL 9/19/23 | 0.5 | $0 | $0 |
| LAURIE STRAYER 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | SECRETARY SINCE 9/19/23 | 1 | $0 | $0 |
| ROB ROGERS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| RUTH MARCUS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR | 0.5 | $0 | $0 |
| LALO ALCAREZ 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR SINCE 9/19/23 | 0.5 | $0 | $0 |
| TRACY HARRIS 1730 RHODE ISLAND AVE NW, WASHINGTON, DC 20036 | DIRECTOR SINCE 9/19/23 | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1730 RHODE ISLAND AVE NW STE 507, WASHINGTON, DC 20036-3105
- In care of
- % THE HERB BLOCK FOUNDATION
- Signed the 990-PF
- SARAH ALEX, PRESIDENT
- Phone
- (202) 223-8801
- Website
- HERBBLOCKFOUNDATION.ORG
- Return prepared by
- SARFINO AND RHOADES LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 26-0008276
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $55,326,127
- Income (IRS master file)
- $14,818,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $5,448,122 | $2,682,098 | $55,326,127 | XML |
| 990-PF | September 2024 | $3,315,150 | $3,490,153 | $51,222,180 | XML |
| 990-PF | September 2023 | $808,202 | $3,222,072 | $44,345,229 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0008276).
Questions about HERB BLOCK FOUNDATION
- What is the EIN of HERB BLOCK FOUNDATION?
- The employer identification number (EIN) of HERB BLOCK FOUNDATION is 26-0008276.
- Is HERB BLOCK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HERB BLOCK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERB BLOCK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERB BLOCK FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERB BLOCK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HERB BLOCK FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 17 people; 2 received compensation from the organization, the highest $170,556 (MARCELA BRANE, CO-PRESIDENT).
- How much revenue does HERB BLOCK FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $5,448,122, expenses of $2,682,098 and total assets of $55,326,127 at year end.
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