Civic Intelligence

Heramb Charitable Foundation

990PF • Fiscal year 2025 • EIN 20-2021881

Dec 01, 2024 to Nov 30, 2025 • Filed on Jan 26, 2026

Organization Profile
5551 Toyon RoadSan Diego, CA 92115

(619) 261-5969

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

9.2%

Faster asset growth than 65% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

345%

Faster revenue growth than 98% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$496,737

Up $32,788 (+7.1%) from 2023

Net Assets

$496,737

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin97th percentile

Revenue

Down

$52,652

Down $104,543 (-67%) from 2023

Expenses

Down

$10,688

Down $102 (-0.9%) from 2023

Net Income

Down

$41,964

Down $104,441 (-71%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $229,459Liabilities 2011: $02011Assets 2012: $219,719Liabilities 2012: $0Net Assets 2012: $219,7192012Assets 2013: $221,008Liabilities 2013: $1Net Assets 2013: $221,0072013Assets 2014: $224,277Liabilities 2014: $12014Assets 2015: $228,729Liabilities 2015: $0Net Assets 2015: $228,7292015Assets 2016: $242,784Liabilities 2016: $0Net Assets 2016: $242,7842016Assets 2017: $236,749Liabilities 2017: $0Net Assets 2017: $236,7492017Assets 2018: $238,843Liabilities 2018: $0Net Assets 2018: $238,8432018Assets 2019: $284,619Liabilities 2019: $0Net Assets 2019: $284,6192019Assets 2020: $287,108Liabilities 2020: $0Net Assets 2020: $287,1082020Assets 2021: $299,491Liabilities 2021: $0Net Assets 2021: $299,4912021Assets 2022: $317,544Liabilities 2022: $0Net Assets 2022: $317,5442022Assets 2023: $463,949Liabilities 2023: $12023Assets 2025: $496,737Liabilities 2025: $0Net Assets 2025: $496,7372025

Highlighted filing

2025

Assets$496,737
Liabilities$0
Net Assets$496,737
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $8,018Expenses 2011: $5,030Net Income 2011: $2,9882011Expenses 2012: $11,4302012Expenses 2013: $12,3102013Revenue 2014: $17,948Expenses 2014: $13,932Net Income 2014: $4,0162014Revenue 2015: $20,851Expenses 2015: $16,399Net Income 2015: $4,4522015Revenue 2016: $36,043Expenses 2016: $22,682Net Income 2016: $13,3612016Revenue 2017: $41,071Expenses 2017: $47,106Net Income 2017: -$6,0352017Revenue 2018: $54,779Expenses 2018: $52,656Net Income 2018: $2,1232018Revenue 2019: $64,732Expenses 2019: $18,956Net Income 2019: $45,7762019Revenue 2020: $38,178Expenses 2020: $35,689Net Income 2020: $2,4892020Revenue 2021: $11,322Expenses 2021: $1,485Net Income 2021: $9,8372021Revenue 2022: $29,240Expenses 2022: $13,500Net Income 2022: $15,7402022Revenue 2023: $157,195Expenses 2023: $10,790Net Income 2023: $146,4052023Revenue 2025: $52,652Expenses 2025: $10,688Net Income 2025: $41,9642025

Highlighted filing

2025

Revenue$52,652
Expenses$10,688
Net Income$41,964
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brent R HerambPresidentPT$0--
Lora D HerambSecretary-$0--
Ariana M Heramb SchuhDirector-$0--
Kira E RatcliffeDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General FundPCSan Diego, CA, US$2,500
Paid Grant-Lutheran Disaster ResponsePCChicago, IL, US$1,000
Paid Grant-General fundPCMissoula, MT, US$1,000
Paid Grant-General fundPCRock Point, AZ, US$1,000
Paid Grant-General--unrestrictedPCBozeman, MT, US$1,000
Paid Grant-General--unrestrictedPCSan Diego, CA, US$1,000
Paid Grant-General--unrestrictedPCSan Diego, CA, US$500
Paid Grant-General--unrestrictedPCBozeman, MT, US$500
Paid Grant-General--unrestrictedPCSan Diego, CA, US$500
Paid Grant-General--unrestrictedPCSan Diego, CA, US$500
Filing and Contact Details

Filer

Filer Name
Heramb Charitable Foundation
EIN
20-2021881
Phone
6192615969
Address
5551 Toyon Road, San Diego, CA 92115

Signing Officer

Name
Brent R Heramb
Title
President
Signed
2026-01-26
Discuss with paid preparer
No
Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0442970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1369228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Vanguard 500 Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Vanguard Int'l Core Stock Adm CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Vanguard Dividend Appreciatiion Index Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Vanguard Federal Money Mkt Investor Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022801
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029850
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054422
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025108
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054422
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0103873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02177.634 sh Vanguard Dividend Appreciation Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1397.172 sh Vanguard 500 Index Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-04-09
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036552
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036552
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0756
IRS990PF/DistributableAmountGrp/TotalTaxAmt0756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0241
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt0871673
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012222
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0745296
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037308
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0746155
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0757518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brent R Heramb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lora D Heramb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ariana M Heramb Schuh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kira E Ratcliffe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24430 River Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36559 Golfcrest Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Diego
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Diego
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Brent R Heramb
IRS990PF/StatementsRegardingActyGrp/PhoneNum06192615969
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Brent R Heramb
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Lora D Heramb
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Lutheran Disaster Response
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BIA Cares Charitable Fndn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Evangelical Lutheran Church in Amer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Montana Food Bank Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Navajo Evangelical Lutheran Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Miramar Nat'l Cemetary Fndn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Haven
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HRDC Griffin Place Holding Corp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Interfaith Shelter Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8San Diego Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Salvation Army
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09201 Spectum Center Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18765 West Higgins Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25425 Expressway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3One Mission Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46906 Miramar Rd Suite C-142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51320 Pond Row
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt632 South Tracy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73530 Camino del Rio North Ste 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt89850 Distribution Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt96605 University Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Missoula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Rock Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259808
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06458
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03042
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036552
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03042
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Penalties
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjust tax basis to Vanguard statement
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/Amt2157
TaxesSchedule/TaxesDetail/CategoryTxt0CA Attorney General 2023 RRF-1 filing
TaxesSchedule/TaxesDetail/CategoryTxt1CA FTB--Form 199 2024 estimated
TaxesSchedule/TaxesDetail/CategoryTxt2IRS--Form 990PF 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent R Heramb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heramb Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERA
ReturnHeader/Filer/EIN0202021881
ReturnHeader/Filer/PhoneNum06192615969
ReturnHeader/Filer/USAddress/AddressLine1Txt05551 Toyon Road
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02026-01-26T14:04:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,737
Liabilities
$0
Net assets
$496,737
Revenue
$52,652
Expenses
$10,688
Net income
$41,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.53$0.11$0.42
2023Summary only. Only limited summary data is available for this year.$4.64$0.00$1.57$0.11$1.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.29$0.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.11$0.01$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.38$0.36$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.65$0.19$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.55$0.53$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.41$0.47$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.36$0.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.21$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$2.24$0.00$0.18$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.08$0.05$0.03