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HERZOG FAMILY TRUST

HERZOG FAMILY TRUST is a Canadian private foundation based in Montreal, Quebec. It reported gifts to qualified donees in 4 of the last five reporting years, averaging about $7.7 million a year, mostly to philanthropic organizations in Quebec and Ontario.

Giving: Over $1M a year

Facts

• Reported gifts to qualified donees in 4 of the last five reporting years, averaging about $7.7 million a year. The most recent was 2023, at about $16.5 million.CRA T3010 charity information returns · 2025-01-31
• Reported 101 gifts in total. The typical gift (median) was about $5,000 and the largest was about $11.2 million.CRA T3010 charity information returns · 2025-01-31
• Gave to 58 different organizations. The largest recipients by dollars included ACH Foundation, PLEASE REFER TO SCHEDULE ATTACHMENT and J & B Herzog Charitable Foundation.CRA T3010 charity information returns · 2025-01-31
• By dollars, gifts went mostly to philanthropic (88%) and religious (9%) organizations, based on each recipient's registered charity category.CRA T3010 charity information returns · 2025-01-31
• By dollars, gifts went to recipients in Quebec (62%) and Ontario (38%).CRA T3010 charity information returns · 2025-01-31
• Describes its charitable programs in its CRA return as: “THE HERZOG FAMILY TRUST PROVIDES FUNDS TO QUALIFIED DONEES AS DEFINED IN THE INCOME TAX ACT AND ADVANCES EDUCATION BY PROVIDING SCHOLARSHIPS.”CRA T3010 charity information returns · 2025-01-31

Sources

CRA T3010 charity information returns. Last updated 2025-01-31.

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