Funder DirectoryTHE HERBERGER FOUNDATION
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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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $3K through median $15K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $1.4M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

80 grants

ARIZONA OPERA
$560K
3 grants
THE PHOENIX THEATRE COMPANY
$500K
3 grants
HERBERGER THEATER CENTER
$475K
3 grants
SCOTTSDALE ARTS
$465K
3 grants
VALLEY YOUTH THEATER
$300K
3 grants
BALLET ARIZONA
$250K
3 grants
CHILDSPLAY INC
$150K
3 grants
ITHEATRE COLLABORATIVE
$120K
3 grants

Grant Size Distribution

80 grants

<$10K
35
grants
$10–50K
28
grants
$50–250K
17
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Arizona
$3.5M
97% of total
California
$45K
1% of total
Utah
$25K
1% of total
Idaho
$16K
0% of total
New York
$10K
0% of total
Florida
$10K
0% of total

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THE HERBERGER FOUNDATION — Grants, Financials & Contact | Grantivo