Nonprofit · EIN 36-2411723
FANNIE AND JOHN HERTZ FOUNDATION
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,220,559 | $7,500,495 | $4,720,064 | $48,593,851 | $2,877,841 | $45,716,010 |
| June 30, 2024 | 990 | $8,364,011 | $6,947,930 | $1,416,081 | $41,147,276 | $3,008,152 | $38,139,124 |
| June 30, 2023 | 990 | $6,676,798 | $5,632,037 | $1,044,761 | $35,725,069 | $2,693,062 | $33,032,007 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,590,102
- Program service revenue
- $0
- Investment income
- $1,628,959
- Net gain from sales of assets
- $788,067
- Other revenue
- $1,498
Expenses
- Grants and similar amounts paid
- $2,233,110
- Compensation of officers, directors and key employees
- $1,614,468
- Other salaries and wages
- $435,793
- Salaries, compensation and benefits (total)
- $2,478,158
- Professional fundraising fees
- $0
- Legal fees
- $85,767
- Accounting fees
- $51,052
- Occupancy
- $111,270
- Travel
- $458,125
- Depreciation
- $4,780
- Program services (functional)
- $5,405,634
- Management and general (functional)
- $796,451
- Fundraising (functional)
- $1,298,410
Balance sheet and other
- Total assets, start of year
- $41,147,276
- Total assets, end of year
- $48,593,851
- Total liabilities, end of year
- $2,877,841
- Net assets, end of year
- $45,716,010
- Land, buildings and equipment
- $11,641
- Publicly traded securities
- $40,598,853
- Net assets without donor restrictions
- $16,893,696
- Net assets with donor restrictions
- $28,822,314
- Gross receipts
- $14,632,492
- Employees
- 13
- Volunteers
- 201
- Year formed
- 1945
- State of legal domicile
- IL
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBBEE KOSAK | PRESIDENT (FORMER) Officer | 35 | $507,714 | $109,487 |
| WENDY CONNORS | PRESIDENT Officer | 35 | $296,095 | $44,414 |
| JOHN OHAB | SENIOR DIRECTOR STRATEGIST Key employee | 35 | $188,817 | $28,323 |
| KARLA RODEBUSH | SENIOR MAJOR GIFTS OFFICER Key employee | 35 | $154,900 | $23,235 |
| DEREK HASELTINE | FELLOWSHIP DIRECTOR Highest-paid employee | 35 | $144,942 | $21,741 |
| THOMAS ROISUM | CONTROLLER Officer | 35 | $119,965 | $17,973 |
| ANNE KORNAHRENS | DIRECTOR OF COMMUNITY Highest-paid employee | 35 | $104,930 | $15,740 |
| STEPHEN FANTONE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| CARLA NEWMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL M YOUNG | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| PHILIP WELKHOFF | SENIOR FELLOWSHIP INTERVIE Trustee or director, Officer | 10 | $0 | $0 |
| LEE SWANGER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ELISE CAWLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SAMUEL FULLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KIMBERLY BUDIL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSEMARIE HAVRANEK | DIRECTOR Trustee or director | 0.5 | $0 |
| RICHARD B MILES | DIRECTOR Trustee or director | 0.5 | $0 |
| AMIR NASHAT | DIRECTOR Trustee or director | 0.5 | $0 |
| RICHARD MILES | DIRECTOR Trustee or director | 0.5 | $0 |
| CARL BURNS | DIRECTOR Trustee or director | 0.5 | $0 |
| CHERI ACKERMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| RAY SIDNEY | DIRECTOR Trustee or director | 0.5 | $0 |
| WILLIAM EVANS | DIRECTOR Trustee or director | 0.5 | $0 |
| MAX MANKIN | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVEN LIPNER | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL SCHNALL-LEVIN | DIRECTOR Trustee or director | 0.5 | $0 |
| ALFRED SPECTOR | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRIS LOOSE | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBBEE BAKER KOSAK | PRESIDENT Officer | 35 | $450,928 | $67,639 |
| WENDY CONNORS | CHIEF DEVELOPMENT OFFICER Key employee | 35 | $276,360 | $41,454 |
| JOHN OHAB | SENIOR DIRECTOR STRATEGIST BRAND Key employee | 35 | $182,492 | $27,374 |
| KARLA RODEBUSH | SENOR MAJOR GIFTS OFFICER Highest-paid employee | 35 | $143,126 | $21,469 |
| DEREK HASELTINE | FELLOWSHIP DIRECTOR Highest-paid employee | 35 | $139,406 | $20,911 |
| THOMAS ROISUM | CONTROLLER Officer | 35 | $116,903 | $17,535 |
| ANNE KORNAHRENS | DIRECTOR OF COMMUNITY Highest-paid employee | 35 | $100,221 | $15,033 |
| STEPHEN FANTONE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| CARLA NEWMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL M YOUNG | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| PHILLIP WELKOFF | SENIOR FELLOWSHIP INTERVIEWER Trustee or director, Officer | 10 | $0 | $0 |
| M MICHAEL ANSOUR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ELISE CAWLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROGER FALCONE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SAMUEL FULLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DANIEL GOODMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROSEMARIE HAVRANEK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD B MILES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| AMIR NASHAT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HAROLD J NEWMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| COOPER RINZLER THROUGH 1223 | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MONIKA SCHLEIER-SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RAY SIDNEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LEE SWANGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| WILLIAM EVANS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MAX MANKIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| STEVEN LIPNER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MICHAEL SCHNALL-LEVIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ALFRED SPECTOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBBEE BAKER KOSAK | PRESIDENT Officer | 35 | $414,126 | $62,859 |
| WENDY CONNORS | CHIEF DEVELOPMENT OFFICER Key employee | 35 | $258,324 | $39,108 |
| JOHN OHAB | SENIOR DIRECTOR, STRATEGIST BRANT, COLLABORATION Key employee | 35 | $171,659 | $26,499 |
| KARLA RODEBUSH | SENIOR MAJOR GIFTS OFFICER Highest-paid employee | 35 | $131,230 | $20,112 |
| DEREK HASELTINE | FELLOWSHIP DIRECTOR Highest-paid employee | 35 | $130,196 | $19,529 |
| ANNE KORNAHRENS | DIRECTOR OF COMMUNITY Highest-paid employee | 35 | $102,615 | $15,467 |
| THOMAS ROISUM | CONTROLLER EFFECTIVE AUGUST 1, 2022 Officer | 17.5 | $47,252 | $17,250 |
| STEPHEN FANTONE | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| CARLA NEWMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL M YOUNG | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| PHILLIP WELKOFF | SENIOR FELLOWSHIP INTERVIE Trustee or director, Officer | 10 | $0 | $0 |
| M MICHAEL ANSOUR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ELISE CAWLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROGER FALCONE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SAMUEL FULLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DANIEL GOODMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ROSEMARIE HAVRANEK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD B MILES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| AMIR NASHAT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| COOPER RINZLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RAY SIDNEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LEE SWANGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAVID GALAS | CHAIRMAN EMERITUS Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6701 KOLL CENTER PKWY STE 250, PLEASANTON, CA 94566-8062
- Principal officer (990 for 2024)
- WENDY CONNORS, 6701 KOLL CENTER PARKWAY SUITE 250, PLEASANTON, CA 94566
- Signed the 990
- WENDY CONNORS, PRESIDENT
- Phone
- (925) 373-1642
- Website
- WWW.HERTZFOUNDATION.ORG
- Return prepared by
- ROBERT LEE AND ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 36-2411723 or by the name FANNIE AND JOHN HERTZ FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE HERTZ FOUNDATION IS COMMITTED TO ADVANCING AMERICAN SCIENTIFIC AND TECHNOLOGICAL LEADERSHIP. FOR NEARLY 70 YEARS, THE HERTZ FOUNDATION IDENTIFIED AND EMPOWERED THE NATION'S MOST EXCEPTIONAL INNOVATORS IN SCIENCE AND TECHNOLOGY, FUELING A LIFELONG COMMUNITY DEDICATED TO SOLVING OUR MOST PRESSING PROBLEMS.
Program accomplishments
- THE HERTZ FELLOWSHIP IS THE NATION'S MOST COMPETITIVE DOCTORAL FELLOWSHIP IN THE APPLIED SCIENCES, ENGINEERING AND MATHEMATICS. THE LARGEST EXPENSE CATEGORY IS THE FELLOWSHIP AWARD WHICH INCLUDES TUITION AND STIPEND FOR EACH STUDENT IN SCHOOL. IN FY '25, THIS SUPPORTED 71 STUDENTS AND REPRESENTED 43% OF THE TOTAL EXPENSE BUDGET. THE AMOUNT NEEDED FOR TUITION AND STIPEND WAS LOWER THAN ANTICIPATED FOR A VERY POSITIVE REASON: MANY STUDENTS ALSO WON OTHER PRIZES/AWARDS WHICH PARTIALLY REPLACED THE NEED FOR SUPPORT FROM THE HERTZ FOUNDATION. THE RECENT INVESTMENT IN FUNDRAISING HAS BEEN QUICK TO SHOW SUCCESS AND IS GROWING ANNUALLY, SUPPORTING THE FOUNDATION'S OPERATIONS AND ADDING TO THE ENDOWMENT FOR THE FIRST TIME IN 20 YEARS. THE FOUNDATION DOES NOT YET HAVE THE ENDOWMENT LEVEL TO SUPPORT 25 NEW FELLOWSHIPS EACH YEAR, BUT IS STEADILY INCREASING AND EXPANDING ITS DONOR BASE TO ACHIEVE THIS GOAL.Expenses $2,208,110 · grants $2,208,110
- SELECTION AND MENTORING OF IN-SCHOOL FELLOWS: THE FOUNDATION'S PROCESS FOR SELECTING FELLOWSHIP RECIPIENTS IS THE MOST RIGOROUS IN THE US. MORE THAN 1,000 APPLICATIONS WERE RECEIVED AND REVIEWED BY THE SELECTION COMMITTEE, COMPRISED OF LEADING SCIENTISTS, ENGINEERS, AND MATHEMATICIANS, MANY OF THEM ALUMNI FELLOWS. FOLLOWING TWO ROUNDS OF IN-PERSON INTERVIEWS, THE FOUNDATION AWARDS FELLOWSHIPS TO A GROUP OF 15 OR MORE CANDIDATES. THE PROGRESS OF IN-SCHOOL FELLOWS IS MONITORED IN A VARIETY OF WAYS, INCLUDING DISCUSSIONS WITH FELLOWS AND REPORTS.Expenses $1,707,157
- THE FOUNDATION SUPPORTS A LIFELONG, INTERDISCIPLINARY NETWORK OF MORE THAN 1,300 HERTZ FELLOWS WORLDWIDE, COLLECTIVELY RESPONSIBLE FOR SOME OF THE MOST SIGNIFICANT SCIENTIFIC AND TECHNOLOGICAL PROGRESS OF THE PAST CENTURY. THE ANNUAL SUMMER WORKSHOP, TOPICAL FORUMS AND PARTNERSHIPS WITH INFLUENTIAL ORGANIZATIONS HAVE LED TO SIGNIFICANT BREAKTHROUGHS AND DELIVERED INNOVATIONS THAT IMPACT MILLIONS OF LIVES ACROSS THE NATION AND THE WORLD. THE FOUNDATION ALSO FACILITATES MENTORING RELATIONSHIPS AMONG FELLOWS TO SUPPORT THEIR PROFESSIONAL GROWTH AND WORKS WITH FELLOWS TO BUILD TAILORED INTERNSHIP EXPERIENCES. A LARGE PORTION OF THESE EXPENSES ARE OFFSET BY RESTRICTED DONOR GIFTS. THE FOUNDATION HAS ESTABLISHED SEVERAL AWARDS TO HIGHLIGHT EARLY-CAREER FELLOWS WHO ARE MAKING AN ACCELERATED IMPACT WITH THEIR WORK: THE HERTZ THESIS PRIZE, THE NEWMAN GALAS ENTREPRENEURIAL PRIZE, AND THE ROBBEE BAKER KOSAK LEADERSHIP PRIZE.Expenses $1,490,367 · grants $25,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2411723
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1948
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $48,593,851
- Income (IRS master file)
- $14,632,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,220,559 | $7,500,495 | $48,593,851 | XML |
| 990 | June 2024 | $8,364,011 | $6,947,930 | $41,147,276 | XML |
| 990 | June 2023 | $6,676,798 | $5,632,037 | $35,725,069 | XML |
| 990 | June 2022 | $16,499,886 | $4,268,923 | $31,929,987 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 36-2411723).
Questions about FANNIE AND JOHN HERTZ FOUNDATION
- What is the EIN of FANNIE AND JOHN HERTZ FOUNDATION?
- The employer identification number (EIN) of FANNIE AND JOHN HERTZ FOUNDATION is 36-2411723.
- Is FANNIE AND JOHN HERTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to FANNIE AND JOHN HERTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FANNIE AND JOHN HERTZ FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FANNIE AND JOHN HERTZ FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FANNIE AND JOHN HERTZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FANNIE AND JOHN HERTZ FOUNDATION?
- The 990 for the year ended June 30, 2025 names WENDY CONNORS.
- Who are the officers and directors of FANNIE AND JOHN HERTZ FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 28 people; 7 received compensation from the organization, the highest $507,714 (ROBBEE KOSAK, PRESIDENT (FORMER)).
- How much revenue does FANNIE AND JOHN HERTZ FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,220,559, expenses of $7,500,495 and total assets of $48,593,851 at year end.
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