Joseph J & Rose A Herrmann Charitable Foundation

San Antonio, FL
Tax-exempt since July 1990
EIN: 59-2982443

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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.

Donations to this organization are tax deductible.

Revenue

$260k (2024)

Expenses

$320k (2024)

Total Assets

$2.57M (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 Sept.
2024

Revenue

$260,054

Expenses

$319,985

Net Income

-$59,931

Net Assets

$2,568,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,266	3.6%
Dividends	$179,692	69.1%
Sales of Assets	$71,096	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,750	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	$2,568,974
Total Liabilities	$0
Net Assets	$2,568,974

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0
Timothy J Newlon Cpa (Trustee)	$0	$0

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990-PF

Filed on Dec. 4, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

$249,443

Expenses

$288,750

Net Income

-$39,307

Net Assets

$2,631,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$178,154	71.4%
Sales of Assets	$71,289	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$288,750	100%
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	$2,631,389
Total Liabilities	$0
Net Assets	$2,631,389

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0
Timothy J Newlon Cpa (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$206,257

Expenses

$323,484

Net Income

-$117,227

Net Assets

$2,677,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,778	3.8%
Dividends	$152,567	74.0%
Sales of Assets	$45,912	22.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,350	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	$2,677,484
Total Liabilities	$0
Net Assets	$2,677,484

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 16, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$467,515

Expenses

$278,420

Net Income

$189,095

Net Assets

$2,792,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,532	1.8%
Dividends	$176,655	37.8%
Sales of Assets	$282,328	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,250	> 100%
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	$2,792,211
Total Liabilities	$0
Net Assets	$2,792,211

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 9, 2022

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

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Schedules ▼

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Fiscal Year Ending Sept.
2020

Revenue

$184,360

Expenses

$280,627

Net Income

-$96,267

Net Assets

$2,618,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,878	4.8%
Dividends	$152,890	82.9%
Sales of Assets	$22,592	12.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,000	95.1%
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	$2,618,059
Total Liabilities	$1
Net Assets	$2,618,058

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon Cpa (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 16, 2021

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

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XML

Fiscal Year Ending Sept.
2019

Revenue

$330,748

Expenses

$7,970

Net Income

$322,778

Net Assets

$2,736,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,421	2.5%
Dividends	$197,700	59.8%
Sales of Assets	$124,627	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,025	> 100%
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	$2,736,145
Total Liabilities	$1
Net Assets	$2,736,144

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon Cpa (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 12, 2020

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

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Fiscal Year Ending Sept.
2018

Revenue

$214,214

Expenses

$6,920

Net Income

$207,294

Net Assets

$2,672,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,539	3.1%
Dividends	$160,471	74.9%
Sales of Assets	$47,204	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,100	> 100%
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	$2,672,854
Total Liabilities	$0
Net Assets	$2,672,854

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon Cpa (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$175,041

Expenses

$6,278

Net Income

$168,763

Net Assets

$2,791,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,536	3.7%
Dividends	$156,681	89.5%
Sales of Assets	$11,824	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,500	> 100%
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	$2,791,314
Total Liabilities	$0
Net Assets	$2,791,314

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon Cpa (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2018

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

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Fiscal Year Ending Sept.
2016

Revenue

$266,328

Expenses

$250,705

Net Income

$15,623

Net Assets

$2,617,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,435	2.4%
Dividends	$128,773	48.4%
Sales of Assets	$131,120	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,605	98.4%
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	$2,863,493
Total Liabilities	$246,000
Net Assets	$2,617,493

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2017

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

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Fiscal Year Ending Sept.
2015

Revenue

$153,887

Expenses

$265,701

Net Income

-$111,814

Net Assets

$2,492,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,461	5.5%
Dividends	$109,738	71.3%
Sales of Assets	$35,688	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,701	100%
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	$2,801,310
Total Liabilities	$308,694
Net Assets	$2,492,616

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon (Trustee)	$0	$0
Lucius G Herrmann (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2016

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

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PDF (2 of 2)

Fiscal Year Ending Sept.
2014

Revenue

$169,157

Expenses

$263,753

Net Income

-$94,596

Net Assets

$2,604,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,605	5.7%
Dividends	$120,443	71.2%
Sales of Assets	$39,109	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,206	99.0%
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	$2,857,323
Total Liabilities	$252,893
Net Assets	$2,604,430

Compensation

Key Employees and Officers	Compensation	Other
Timothy C Baldwin (Trustee)	$0	$0
Francis C Gude (Trustee)	$0	$0
Edward J Herrmann (Trustee)	$0	$0
Joseph W Herrmann (Trustee)	$0	$0
Timothy J Newlon (Trustee)	$0	$0

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990-PF

Filed on Aug. 17, 2015

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

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Fiscal Year Ending Sept.
2013

Revenue

$184,771

Expenses

$243,697

Net Income

-$58,926

Net Assets

$2,699,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,533	7.9%
Dividends	$106,046	57.4%
Sales of Assets	$64,192	34.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,697	100%
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	$2,699,026
Total Liabilities	$1
Net Assets	$2,699,025

990-PF

Filed on Nov. 25, 2014

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

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Schedules ▼

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View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Sept.
2012

Revenue

$127,373

Expenses

Net Income

$127,373

Net Assets

$2,966,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,712	11.6%
Dividends	$95,284	74.8%
Sales of Assets	$17,377	13.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$2,966,124
Total Liabilities	$1
Net Assets	$2,966,123

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$108,480

Expenses

$170,088

Net Income

-$61,608

Net Assets

$2,838,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,979	17.5%
Dividends	$81,164	74.8%
Sales of Assets	$7,318	6.7%
Other Income	$1,019	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,088	100%
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	$2,838,751
Total Liabilities	$1
Net Assets	$2,838,750

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

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Joseph J & Rose A Herrmann Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $260k (2024)

Expenses $320k (2024)

Total Assets $2.57M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$260k (2024)

Expenses

$320k (2024)

Total Assets

$2.57M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001