Stanley M Herzog Charitable Foundation
- Assets
- $361.0m
- Revenue
- $9.4m
- Investments
- $108.5m
- Employees
- 0
- Location
- Smithville, MO
- Founding
- 09/2017
- Data as of
- 12/2021
- EIN
- 81-4698720
Organization Overview
Stanley M Herzog Charitable Foundation is located in Smithville, MO. The organization was established in 2017. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stanley M Herzog Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Stanley M Herzog Charitable Foundation generated $9.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (24.5%) each year.
Since 2020, Stanley M Herzog Charitable Foundation has awarded 21 individual grants totaling $858,100. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION MADE GRANTS TO SEVENTEEN ORGANIZATIONS TOTALING 615600
THE ORGANIZATION DEVELOPED AND DELIVERED TRAINING PROGRAMS TO CHRISTIAN SCHOOL STAFF AND LEADERS COVERING RECRUITMENT AND DONOR DEVELOPMENT TOPICS AS WELL AS PUBLISHING EDUCATIONALNEWS ARTICLES AVAILABLE TO
2 CONT CHRISTIAN SCHOOL AND GENERAL PUBLIC AUDIENCES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Darrell Jones President | 40 | $240,000 | |
Jacob Hawkins Exec Dir | 40 | $230,000 | |
Todd Graves Chrmn Of Bd Dir | 25 | $213,333 | |
Kristen Ansley Director And Sectreas | 30 | $145,260 | |
John Elliott Director And Vice Chr | 20 | $145,260 | |
Stephanie Goodnight Vice President Opera | 40 | $110,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Coldspark Digital | 12/30/21 | $471,000 |
Bryan Cave | 12/30/21 | $93,103 |
Law Office Of James C Tho | 12/30/21 | $75,909 |
Excellence In Giving | 12/30/21 | $82,500 |
Antonym Llc | 12/30/21 | $75,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $9,350,968 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $105,010 |
| Net ST Capital Gain | $105,010 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,375 |
| Total Revenue | $9,352,343 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $518,193 |
| Other employee salaries and wages | $763,200 |
| Pension plans, employee benefits | $72,255 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $34,943 |
| Travel, conferences, and meetings | $241,313 |
| Printing and publications | $0 |
| Other expenses | $651,051 |
| Total operating and administrative expenses | $3,204,153 |
| Contributions, gifts, grants paid | $615,600 |
| Total expenses and disbursements | $3,819,753 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $295,939 |
| Savings and temporary cash investments | $40,232,821 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $12,312,759 |
| Other assets | $199,624,518 |
| Total assets | $360,979,246 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Stanley M Herzog Charitable Foundation has awarded $615,600 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
ST JOSEPH CHRISTIAN SCHOOL PURPOSE: GENERAL PURPOSES | $157,500 |
KINGS ACADEMY NASHVILLE PURPOSE: GENERAL PURPOSES | $150,000 |
Kansas City, MO PURPOSE: GENERAL PURPOSES | $100,000 |
Manhattan, KS PURPOSE: GENERAL PURPOSES | $50,000 |
Washington, DC PURPOSE: GENERAL PURPOSES | $50,000 |
ST PAUL LUTHERAN SCHOOL PURPOSE: GENERAL PURPOSES | $45,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
J R Hyde Iii Foundation Memphis, TN | $230,354,058 | $26,306,779 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Bayer Fund St Louis, MO | $65,640,119 | $9,167,249 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |
Humana Foundation Inc Louisville, KY | $467,311,073 | $9,744,567 |
Alphawood Foundation Chicago, IL | $96,386,448 | $15,256,055 |
Steans Family Foundation Chicago, IL | $0 | $20,140,801 |