Private foundation (trust)EIN 866050190Est. 1964-04
THE HERBERGER FOUNDATION
SCOTTSDALE, AZ 85254
Total Assets
$1.7M
FY 2023
Annual Giving
$1.2M
FY 2023
Grants Made
24
FY 2023
Avg Grant
$48K
FY 2023
Grant Range
$3K–$250K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
The herberger foundation ("the foundation") makes no program related investments. No direct charitable activites are carried on by the foundation. All administrative expenses in connection with the tax-exempt purpose were allocated to grant-making activites. All other expenses of the foundation were properly allocated to the investment activites of the foundation.
Financial Snapshot
2023 filing
Total Revenue
$429K
Total Expenses
$1.2M
Qualifying Distributions
$1.2M
Distributable Amount
$80K
Min. Investment Return
$86K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
24 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
80 grants
Grant Size Distribution
80 grants
Geographic Focus
6 states
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