Herdrich 1985 Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Herdrich 1985 Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 13-6855419

Foundation Overview

Based in Bloomington, IN, Herdrich 1985 Charitable Trust has awarded 51 grants totaling $3,204,700 to organizations in Connecticut, New York and 6 other states across the US. Individual grants range from $2,500 to $1,000,000, with a median award of $10,000.

Latest Tax Year
2017
Total Giving (all years)
$3,204,700
Total Assets
$6,389,244
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
19
Median Grant
$20,000
% Median Grant Growth
+100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2019

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 16%

3 of 19 recipients (16%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
New York

49% of grants are awarded in New York, with additional funding distributed across 7 other locations. The foundation balances regional focus with broader geographic diversity. Within New York, funding concentrates in New York (40%), Mount Kisco (24%), Dobbs Ferry (12%).

Funding Trajectory
+766%

Strong 766% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Herdrich 1985 Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Americares $10,000 Stamford, CT, US Charitable Donation 2017
Boys And Girls Club Of Mt Kisco $10,000 Mount Kisco, NY, US Charitable Donation 2017
Children's Village $20,000 Dobbs Ferry, NY, US Charitable Donation 2017
Daniel Murphy Scholarship Foundation $30,000 Chicago, IL, US Charitable Donation 2017
Marquette University $250,000 Milwaukee, WI, US Charitable Donation 2017
Mayo Foundation $750,000 Rochester, MN, US Charitable Donation 2017
Northern Westchester Hospital Center $10,000 Mount Kisco, NY, US Charitable Donation 2017
Part Of The Solution $10,000 Bronx, NY, US Charitable Donation 2017
The Dalton School $10,000 New York, NY, US Charitable Donation 2017
The Partnership For Inner City Education $1,000,000 New York, NY, US Charitable Donation 2017
The Public Theater $5,000 New York, NY, US Charitable Donation 2017
Hooker County Community $20,000 Mullen, NE, US Charitable Donation 2017
Norton Museum Of Art $20,000 West Palm Beach, FL, US Charitable Donation 2017
Jupiter Medical Center $40,000 Jupiter, FL, US Charitable Donation 2017
The Windward School $10,000 White Plains, NY, US Charitable Donation 2017
Midwest Province Of The Society Of Jesus $50,000 Chicago, IL, US Charitable Donation 2017
Arrupe College Of Loyola University $50,000 Chicago, IL, US Charitable Donation 2017
Archdiocese Of New York $14,900 New York, NY, US Charitable Donation 2017
Sacred Heart School $50,000 Haworth, NJ, US Charitable Donation 2017
Americares $5,000 Stamford, CT, US Charitable Donation 2016
Boys And Girls Club Of Mt Kisco $5,000 Mount Kisco, NY, US Charitable Donation 2016
Children's Village $10,000 Dobbs Ferry, NY, US Charitable Donation 2016
Daniel Murphy Scholarship Foundation $15,000 Chicago, IL, US Charitable Donation 2016
Marquette University $150,000 Milwaukee, WI, US Charitable Donation 2016
Mayo Foundation $250,000 Rochester, MN, US Charitable Donation 2016
Northern Westchester Hospital Center $5,000 Mount Kisco, NY, US Charitable Donation 2016
Part Of The Solution $5,000 Bronx, NY, US Charitable Donation 2016
The Dalton School $5,000 New York, NY, US Charitable Donation 2016
The Jesuit Partnership $2,500 Milwaukee, WI, US Charitable Donation 2016
The Partnership For Inner City Education $14,900 New York, NY, US Charitable Donation 2016
The Public Theater $5,000 New York, NY, US Charitable Donation 2016
Hooker County Community $10,000 Mullen, NE, US Charitable Donation 2016
Jupiter Medical Center $20,000 Jupiter, FL, US Charitable Donation 2016
Norton Museum Of Art $10,000 West Palm Beach, FL, US Charitable Donation 2016
The Windward School $10,000 White Plains, NY, US Charitable Donation 2016
Midwest Province Of The Society Of Jesus $50,000 Chicago, IL, US Charitable Donation 2016
Americares $5,000 Stamford, CT, US Charitable Donation 2015
Boys And Girls Club Of Mt Kisco $5,000 Mount Kisco, NY, US Charitable Donation 2015
Children's Village $5,000 Dobbs Ferry, NY, US Charitable Donation 2015
Daniel Murphy Scholarship Foundation $15,000 Chicago, IL, US Charitable Donation 2015
Hooker County Community $5,000 Mullen, NE, US Charitable Donation 2015
Jupiter Medical Center $10,000 Jupiter, FL, US Charitable Donation 2015
Northern Westchester Hospital Center $5,000 Mount Kisco, NY, US Charitable Donation 2015
Part Of The Solution $5,000 Bronx, NY, US Charitable Donation 2015
Norton Museum Of Art $10,000 West Palm Beach, FL, US Charitable Donation 2015
The Jesuit Partnership $2,500 Milwaukee, WI, US Charitable Donation 2015
The Partnership For Inner City Education $139,900 New York, NY, US Charitable Donation 2015
Marquette University $50,000 Milwaukee, WI, US Charitable Donation 2015
The Dalton School $5,000 New York, NY, US Charitable Donation 2015
The Windward School $5,000 White Plains, NY, US Charitable Donation 2015
The Public Theater $5,000 New York, NY, US Charitable Donation 2015

Foundations Similar to Herdrich 1985 Charitable Trust

Discover 5 foundations with comparable assets ($6,265,361-$6,499,896), similar grant patterns, and geographic focus in IN that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 35-2117707 | 166 grants awarded
$6,423,668
(≈ Similar)
$10,000
median grant
Indianapolis, IN
Same state
100%
Excellent match

EIN: 35-6562911 | 68 grants awarded
$6,322,398
(≈ Similar)
$10,000
median grant
Riley, IN
Same state
99%
Excellent match

EIN: 87-6845501 | 56 grants awarded
$6,460,544
(≈ Similar)
$19,000
median grant
South Bend, IN
Same state
99%
Excellent match

EIN: 47-2746347 | 150 grants awarded
$6,499,896
(≈ Similar)
$5,000
median grant
Indianapolis, IN
Same state
99%
Excellent match

EIN: 35-6042242 | 89 grants awarded
$6,265,361
(≈ Similar)
$10,000
median grant
Batesville, IN
Same state
99%
Excellent match

Contact Information

Official contact details for Herdrich 1985 Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 13-6855419
Website N/A
Address 320 WEST 8TH STREET NO 119 Bloomington, IN 47404

Key People (1)

Board members, trustees, and key staff who oversee Herdrich 1985 Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Donald J Herdrich

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Herdrich 1985 Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2019 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.