Andrew & Mary Hertzel Fund 2

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,748
Expenses
$13,381
Net Income
-$3,633
Net Assets
$208,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,075
62.3%
Sales of Assets $3,673
37.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,967
82.0%
Compensation of Officers* $2,821
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $208,321
Total Liabilities $0
Net Assets $208,321
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,821 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,815
Expenses
$13,535
Net Income
-$6,720
Net Assets
$211,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,364
78.7%
Sales of Assets $1,262
18.5%
Other Income $189
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,047
81.6%
Compensation of Officers* $2,569
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $211,943
Total Liabilities $0
Net Assets $211,943
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,569 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,845
Expenses
$15,816
Net Income
-$10,971
Net Assets
$218,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,848
> 100%
Sales of Assets -$3
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,718
80.4%
Compensation of Officers* $2,733
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $218,571
Total Liabilities $0
Net Assets $218,571
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,733 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,534
Expenses
$14,169
Net Income
$7,365
Net Assets
$229,415
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,863
27.2%
Sales of Assets $15,257
70.9%
Other Income $414
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,108
78.4%
Compensation of Officers* $3,158
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $229,415
Total Liabilities $0
Net Assets $229,415
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,158 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,148
Expenses
$12,720
Net Income
-$5,572
Net Assets
$222,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,553
77.7%
Sales of Assets $1,595
22.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,232
72.6%
Compensation of Officers* $2,696
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $222,022
Total Liabilities $1
Net Assets $222,021
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,696 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,400
Expenses
$11,427
Net Income
$17,973
Net Assets
$228,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,704
19.4%
Sales of Assets $23,696
80.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,832
77.3%
Compensation of Officers* $2,643
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $228,028
Total Liabilities $1
Net Assets $228,027
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,643 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,898
Expenses
$11,991
Net Income
$3,907
Net Assets
$210,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,667
29.4%
Sales of Assets $11,231
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,875
74.0%
Compensation of Officers* $2,630
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $210,056
Total Liabilities $0
Net Assets $210,056
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,630 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,882
Expenses
$12,336
Net Income
$1,546
Net Assets
$206,147
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,267
30.7%
Sales of Assets $9,476
68.3%
Other Income $139
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,883
80.1%
Compensation of Officers* $2,549
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $206,147
Total Liabilities $0
Net Assets $206,147
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,549 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,261
Expenses
$12,646
Net Income
-$4,385
Net Assets
$204,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,768
45.6%
Sales of Assets $4,493
54.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,066
79.6%
Compensation of Officers* $2,454
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $204,604
Total Liabilities $0
Net Assets $204,604
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $2,454 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,969
Expenses
$12,019
Net Income
$1,950
Net Assets
$208,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,174
29.9%
Sales of Assets $9,263
66.3%
Other Income $532
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,826
81.8%
Compensation of Officers* $1,785
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $208,994
Total Liabilities $0
Net Assets $208,994
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,785 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,214
Expenses
$13,124
Net Income
$1,090
Net Assets
$207,044
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,088
35.8%
Sales of Assets $9,126
64.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,273
70.7%
Compensation of Officers* $1,674
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $207,044
Total Liabilities $0
Net Assets $207,044
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $1,674 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,637
Expenses
$10,892
Net Income
$35,745
Net Assets
$203,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $4,547
9.7%
Sales of Assets $42,020
90.1%
Other Income $69
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,930
82.0%
Compensation of Officers* $1,518
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $203,477
Total Liabilities $0
Net Assets $203,477
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $1,518 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,479
Expenses
$11,452
Net Income
-$5,973
Net Assets
$167,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $3,224
58.8%
Sales of Assets $2,254
41.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,536
83.3%
Compensation of Officers* $1,403
12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,732
Total Liabilities $1
Net Assets $167,731

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,945
Expenses
$11,160
Net Income
-$5,215
Net Assets
$173,704
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $3,379
56.8%
Sales of Assets $2,565
43.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,090
81.5%
Compensation of Officers* $1,437
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $173,705
Total Liabilities $1
Net Assets $173,704

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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