The Hermitage Foundation

Naples, FL
Tax-exempt since June 1996
EIN: 36-7129458

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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

$1.2M (2023)

Expenses

$755k (2023)

Total Assets

$13.2M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$1,202,766

Expenses

$755,346

Net Income

$447,420

Net Assets

$13,200,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101,590	8.4%
Dividends	$353,142	29.4%
Sales of Assets	$679,720	56.5%
Other Income	$68,314	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$702,065	92.9%
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	$13,200,788
Total Liabilities	$0
Net Assets	$13,200,788

Compensation

Key Employees and Officers	Compensation	Other
Annick Deubler (Trustee)	$0	$0

990-PF

Filed on Aug. 29, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$557,717

Expenses

$790,318

Net Income

-$232,601

Net Assets

$12,782,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74,884	13.4%
Dividends	$364,695	65.4%
Sales of Assets	$100,337	18.0%
Other Income	$17,801	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$723,850	91.6%
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	$12,782,297
Total Liabilities	$0
Net Assets	$12,782,297

Compensation

Key Employees and Officers	Compensation	Other
Annick Deubler (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$570,602

Expenses

$710,071

Net Income

-$139,469

Net Assets

$12,989,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73,524	12.9%
Dividends	$357,767	62.7%
Sales of Assets	$125,125	21.9%
Other Income	$14,186	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$647,509	91.2%
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	$12,989,499
Total Liabilities	$0
Net Assets	$12,989,499

Compensation

Key Employees and Officers	Compensation	Other
Annick Deubler (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$390,819

Expenses

$278,454

Net Income

$112,365

Net Assets

$13,188,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86,286	22.1%
Dividends	$305,991	78.3%
Sales of Assets	$0
Other Income	$10,731	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,519	83.5%
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	$13,188,351
Total Liabilities	$1
Net Assets	$13,188,350

Compensation

Key Employees and Officers	Compensation	Other
Annick Deubler (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$10,190,328

Expenses

$180,776

Net Income

$10,009,552

Net Assets

$12,990,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000,000	98.1%
Interest Revenue	$32,281	0.3%
Dividends	$101,753	1.0%
Sales of Assets	$56,294	0.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,015	91.3%
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	$12,990,956
Total Liabilities	$1
Net Assets	$12,990,955

Compensation

Key Employees and Officers	Compensation	Other
Annick Deubler (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$72,950

Expenses

$215,088

Net Income

-$142,138

Net Assets

$2,997,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,257	56.6%
Dividends	$86,108	> 100%
Sales of Assets	-$59,420
Other Income	$5,005	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,692	91.9%
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	$2,997,536
Total Liabilities	$0
Net Assets	$2,997,536

Compensation

Key Employees and Officers	Compensation	Other
Annick B Deubler (Trustee)	$0	$0

990-PF

Filed on July 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$131,502

Expenses

$196,110

Net Income

-$64,608

Net Assets

$3,154,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,881	37.2%
Dividends	$80,542	61.2%
Sales of Assets	$1,808	1.4%
Other Income	$271	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,000	85.2%
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	$3,154,174
Total Liabilities	$0
Net Assets	$3,154,174

Compensation

Key Employees and Officers	Compensation	Other
Annick B Deubler (Trustee)	$0	$0

990-PF

Filed on June 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$188,167

Expenses

$186,615

Net Income

$1,552

Net Assets

$2,939,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56,952	30.3%
Dividends	$91,340	48.5%
Sales of Assets	$33,679	17.9%
Other Income	$6,196	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,703	93.6%
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	$2,939,509
Total Liabilities	$0
Net Assets	$2,939,509

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$264,572

Expenses

$192,556

Net Income

$72,016

Net Assets

$2,930,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,660	1.8%
Interest Revenue	$0
Dividends	$135,219	51.1%
Sales of Assets	$112,974	42.7%
Other Income	$11,719	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,000	82.6%
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	$2,930,436
Total Liabilities	$0
Net Assets	$2,930,436

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$259,235

Expenses

$176,365

Net Income

$82,870

Net Assets

$2,859,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$136,566	52.7%
Sales of Assets	$111,636	43.1%
Other Income	$11,033	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	85.1%
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	$2,859,745
Total Liabilities	$0
Net Assets	$2,859,745

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$36,788

Expenses

$173,329

Net Income

-$136,541

Net Assets

$2,779,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,199	> 100%
Sales of Assets	$0
Other Income	$3,896	10.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,524	84.5%
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	$2,779,518
Total Liabilities	$0
Net Assets	$2,779,518

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$149,879

Expenses

$166,138

Net Income

-$16,259

Net Assets

$2,918,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,341	92.3%
Sales of Assets	$10,982	7.3%
Other Income	$556	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,587	84.0%
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	$2,918,298
Total Liabilities	$0
Net Assets	$2,918,298

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

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Types of Nonprofits

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The Hermitage Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.2M (2023)

Expenses $755k (2023)

Total Assets $13.2M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-T

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.2M (2023)

Expenses

$755k (2023)

Total Assets

$13.2M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
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.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
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