Loretta Herkenhoff Charitable Tr

Minster, OH
Tax-exempt since Dec. 1999
EIN: 31-6344461

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$61.6k (2024)

Expenses

$53.4k (2024)

Total Assets

$589k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$61,637

Expenses

$53,430

Net Income

$8,207

Net Assets

$588,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$27,956	45.4%
Sales of Assets	$33,440	54.3%
Other Income	$239	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,430	96.3%
Compensation of Officers*	$2,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,528
Total Liabilities	$0
Net Assets	$588,528

Compensation

Key Employees and Officers	Compensation	Other
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0
Minster Bank (Trustee)	$0	$0

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990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$33,051

Expenses

$54,239

Net Income

-$21,188

Net Assets

$580,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,313	79.6%
Sales of Assets	$6,738	20.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,826	95.6%
Compensation of Officers*	$2,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$580,321
Total Liabilities	$0
Net Assets	$580,321

Compensation

Key Employees and Officers	Compensation	Other
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0
Minster Bank (Trustee)	$0	$0

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990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$58,690

Expenses

$54,369

Net Income

$4,321

Net Assets

$601,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,795	30.3%
Sales of Assets	$40,895	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,104	97.7%
Compensation of Officers*	$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	$601,509
Total Liabilities	$0
Net Assets	$601,509

Compensation

Key Employees and Officers	Compensation	Other
Gail Frantz (Advisor)	$0	$0
Jeff Piening (Advisor)	$0	$0
Dan Dunlap (Advisor)	$0	$0
Mark Piening (Advisor)	$0	$0
Minster Bank (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$41,799

Expenses

$50,399

Net Income

-$8,600

Net Assets

$597,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,939	35.7%
Sales of Assets	$26,860	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,274	99.8%
Compensation of Officers*	$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	$597,757
Total Liabilities	$0
Net Assets	$597,757

Compensation

Key Employees and Officers	Compensation	Other
Gail Frantz (Advisor)	$0	$0
Jeff Piening (Advisor)	$0	$0
Dan Dunlap (Advisor)	$0	$0
Mark Piening (Advisor)	$0	$0
Minster Bank (Trustee)	$0	$0

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990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$43,584

Expenses

$50,520

Net Income

-$6,936

Net Assets

$605,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,668	45.1%
Sales of Assets	$23,916	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,814	82.8%
Compensation of Officers*	$8,594	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$605,247
Total Liabilities	$1
Net Assets	$605,246

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,594	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$34,688

Expenses

$42,300

Net Income

-$7,612

Net Assets

$612,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,865	57.3%
Sales of Assets	$14,823	42.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,627	79.5%
Compensation of Officers*	$8,463	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$612,423
Total Liabilities	$1
Net Assets	$612,422

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,463	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on May 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$47,375

Expenses

$41,328

Net Income

$6,047

Net Assets

$621,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,316	40.8%
Sales of Assets	$28,059	59.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,649	79.0%
Compensation of Officers*	$8,480	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,625
Total Liabilities	$0
Net Assets	$621,625

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,480	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$52,428

Expenses

$57,601

Net Income

-$5,173

Net Assets

$615,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,094	30.7%
Sales of Assets	$36,334	69.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,025	85.1%
Compensation of Officers*	$8,446	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$615,835
Total Liabilities	$0
Net Assets	$615,835

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,446	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$27,110

Expenses

$47,557

Net Income

-$20,447

Net Assets

$621,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$17,756	65.5%
Sales of Assets	$9,341	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,229	82.5%
Compensation of Officers*	$8,212	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	$621,008
Total Liabilities	$0
Net Assets	$621,008

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,212	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on June 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$52,038

Expenses

$48,852

Net Income

$3,186

Net Assets

$641,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$16,740	32.2%
Sales of Assets	$35,294	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,277	82.4%
Compensation of Officers*	$8,469	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	$641,595
Total Liabilities	$0
Net Assets	$641,595

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,469	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on Aug. 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$38,137

Expenses

$47,399

Net Income

-$9,262

Net Assets

$639,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,409	50.9%
Sales of Assets	$18,702	49.0%
Other Income	$26	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,154	80.5%
Compensation of Officers*	$8,536	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$639,594
Total Liabilities	$585
Net Assets	$639,009

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,536	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$44,213

Expenses

$42,934

Net Income

$1,279

Net Assets

$648,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,965	36.1%
Sales of Assets	$28,248	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,269	79.8%
Compensation of Officers*	$8,198	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$648,630
Total Liabilities	$359
Net Assets	$648,271

Compensation

Key Employees and Officers	Compensation	Other
Minster Bank (Trustee)	$6,198	$0
Gail Frantz (Advisor)	$500	$0
Jeff Piening (Advisor)	$500	$0
Dan Dunlap (Advisor)	$500	$0
Mark Piening (Advisor)	$500	$0

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990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$32,930

Expenses

$40,380

Net Income

-$7,450

Net Assets

$646,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,095	51.9%
Sales of Assets	$15,835	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,179	79.7%
Compensation of Officers*	$7,893	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$647,223
Total Liabilities	$231
Net Assets	$646,992

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,345

Expenses

$40,281

Net Income

-$18,936

Net Assets

$654,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,685	87.5%
Sales of Assets	$2,660	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,311	80.2%
Compensation of Officers*	$7,843	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$654,569
Total Liabilities	$127
Net Assets	$654,442

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.

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Updated March 23, 2026

Loretta Herkenhoff Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $61.6k (2024)

Expenses $53.4k (2024)

Total Assets $589k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$61.6k (2024)

Expenses

$53.4k (2024)

Total Assets

$589k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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