Nonprofit · EIN 87-0938681
DONNA HERZOG FOUNDATION
Tax-exempt · MINNETONKA, MN 55343
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $272,300 | $221,813 | $50,487 | $3,806,502 | $571 | $3,805,931 |
| December 31, 2024 | 990-PF | $116,031 | $189,564 | -$73,533 | $3,685,206 | $4,689 | $3,680,517 |
| December 31, 2023 | 990-PF | $418,398 | $210,518 | $207,880 | $3,653,788 | $16,056 | $3,637,732 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $102,641
- Net gain from sales of assets
- $169,290
- Other income
- $369
Expenses
- Grants and similar amounts paid
- $150,000
- Compensation of officers, directors and key employees
- $31,200
- Disbursements for charitable purposes
- $195,818
- Excise tax on investment income
- $3,493
Balance sheet and other
- Total assets, start of year
- $3,685,206
- Total assets, end of year
- $3,806,502
- Total liabilities, end of year
- $571
- Net assets, end of year
- $3,805,931
- Fair market value of assets
- $3,806,502
- Qualifying distributions
- $195,818
- Net investment income
- $272,104
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM HERZOG 5499 BUTTERNUT CIRCLE, MINNETONKA, MN 55343 | PRESIDENT | 1 | $31,200 |
| KERRY RIPPY 5499 BUTTERNUT CIRCLE, MINNETONKA, MN 55343 | TREASURER | 1 | $0 |
| ANNA COCHRAN 5499 BUTTERNUT CIRCLE, MINNETONKA, MN 55343 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kim Herzog 5499 Butternut Circle, Minnetonka, MN 55343 | President | 1 | $30,000 |
| Kerry Rippy 18970 West 60th Place, Golden, CO 80403 | Treasurer | 1 | $0 |
| Anna Cochran 7193 Vivian Ct, Arvada, CO 80004 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kim Herzog 5499 Butternut Circle, Minnetonka, MN 55343 | President | 1 | $30,000 |
| Kerry Rippy 18970 West 60th Place, Golden, CO 80403 | Treasurer | 1 | $0 |
| Anna Cochran 7193 Vivian Ct, Arvada, CO 80004 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5499 BUTTERNUT CIR, MINNETONKA, MN 55343-4330
- In care of
- % KIM HERZOG
- Signed the 990-PF
- KIM HERZOG, PRESIDENT
- Phone
- (612) 867-9249
- Return prepared by
- BOULAY PLLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-0938681
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,806,502
- Income (IRS master file)
- $2,610,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $272,300 | $221,813 | $3,806,502 | IRS |
| 990-PF | December 2024 | $116,031 | $189,564 | $3,685,206 | IRS |
| 990-PF | December 2023 | $418,398 | $210,518 | $3,653,788 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-0938681).
Questions about DONNA HERZOG FOUNDATION
- What is the EIN of DONNA HERZOG FOUNDATION?
- The employer identification number (EIN) of DONNA HERZOG FOUNDATION is 87-0938681.
- Is DONNA HERZOG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DONNA HERZOG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONNA HERZOG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONNA HERZOG FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONNA HERZOG FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DONNA HERZOG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $31,200 (KIM HERZOG, PRESIDENT).
- How much revenue does DONNA HERZOG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $272,300, expenses of $221,813 and total assets of $3,806,502 at year end.
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