Herget Family Chrtble Foundation

Alexandria, VA
Tax-exempt since April 2001
EIN: 54-1968720

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$576k (2024)

Expenses

$266k (2024)

Total Assets

$3.78M (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

$576,329

Expenses

$266,344

Net Income

$309,985

Net Assets

$3,783,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,357	7.9%
Interest Revenue	$0
Dividends	$68,399	11.9%
Sales of Assets	$462,573	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,500	94.4%
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	$3,783,048
Total Liabilities	$0
Net Assets	$3,783,048

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on March 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$130,620

Expenses

$268,814

Net Income

-$138,194

Net Assets

$3,473,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,842	45.8%
Sales of Assets	$70,778	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,325	95.4%
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	$3,473,101
Total Liabilities	$0
Net Assets	$3,473,101

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on May 9, 2024

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

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$64,838

Expenses

$458,879

Net Income

-$394,041

Net Assets

$3,611,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,483	82.5%
Sales of Assets	$11,355	17.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,975	95.7%
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	$3,611,325
Total Liabilities	$0
Net Assets	$3,611,325

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on March 16, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$359,742

Expenses

$453,169

Net Income

-$93,427

Net Assets

$4,005,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69	0.0%
Dividends	$59,830	16.6%
Sales of Assets	$299,843	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,975	96.9%
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	$4,005,380
Total Liabilities	$0
Net Assets	$4,005,380

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on March 7, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$84,407

Expenses

$467,306

Net Income

-$382,899

Net Assets

$4,099,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,872	55.5%
Sales of Assets	$37,535	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$449,975	96.3%
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	$4,099,037
Total Liabilities	$1
Net Assets	$4,099,036

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on March 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

$209,246

Expenses

$476,474

Net Income

-$267,228

Net Assets

$4,481,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,240	36.4%
Sales of Assets	$133,006	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$444,725	93.3%
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	$4,481,122
Total Liabilities	$1
Net Assets	$4,481,121

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on March 25, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$1,573,100

Expenses

$200,243

Net Income

$1,372,857

Net Assets

$4,748,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$721,800	45.9%
Interest Revenue	$0
Dividends	$75,211	4.8%
Sales of Assets	$776,089	49.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,625	80.7%
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	$4,748,474
Total Liabilities	$0
Net Assets	$4,748,474

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on Aug. 22, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$2,539,377

Expenses

$339,721

Net Income

$2,199,656

Net Assets

$4,065,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,190,607	46.9%
Interest Revenue	$0
Dividends	$52,281	2.1%
Sales of Assets	$1,296,489	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$312,725	92.1%
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	$4,065,924
Total Liabilities	$0
Net Assets	$4,065,924

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on April 9, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$2,964,413

Expenses

$268,995

Net Income

$2,695,418

Net Assets

$2,999,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,520,036	51.3%
Interest Revenue	$0
Dividends	$15,509	0.5%
Sales of Assets	$1,428,868	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,375	94.9%
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	$2,999,198
Total Liabilities	$0
Net Assets	$2,999,198

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on May 15, 2017

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

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$528,858

Expenses

$215,162

Net Income

$313,696

Net Assets

$1,741,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	47.3%
Interest Revenue	$0
Dividends	$16,406	3.1%
Sales of Assets	$262,452	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,000	96.2%
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	$1,741,746
Total Liabilities	$0
Net Assets	$1,741,746

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on May 25, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$555,447

Expenses

$288,371

Net Income

$267,076

Net Assets

$1,659,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,728	54.1%
Interest Revenue	$0
Dividends	$21,650	3.9%
Sales of Assets	$233,069	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,800	94.6%
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	$1,659,807
Total Liabilities	$0
Net Assets	$1,659,807

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$1,193,096

Expenses

$112,208

Net Income

$1,080,888

Net Assets

$1,580,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$515,630	43.2%
Interest Revenue	$0
Dividends	$33,007	2.8%
Sales of Assets	$644,459	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,130	97.3%
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	$1,580,195
Total Liabilities	$0
Net Assets	$1,580,195

Compensation

Key Employees and Officers	Compensation	Other
Anne S Herget (President)	$0	$0
R Philip Herget Iii (Secretary)	$0	$0

990-PF

Filed on May 15, 2014

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

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Schedules ▼

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Fiscal Year Ending Dec.
2012

Revenue

$87,292

Expenses

$156,775

Net Income

-$69,483

Net Assets

$972,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$74,184	85.0%
Interest Revenue	$0
Dividends	$21,050	24.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,950	98.2%
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	$972,175
Total Liabilities	$1
Net Assets	$972,174

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$214,737

Expenses

$156,950

Net Income

$57,787

Net Assets

$1,039,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	93.1%
Interest Revenue	$0
Dividends	$11,659	5.4%
Sales of Assets	$3,078	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,200	98.2%
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	$1,039,426
Total Liabilities	$1
Net Assets	$1,039,425

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

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Updated January 26, 2026

Herget Family Chrtble Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $576k (2024)

Expenses $266k (2024)

Total Assets $3.78M (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

$576k (2024)

Expenses

$266k (2024)

Total Assets

$3.78M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2017

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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.
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