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· Private foundation

The Herberger Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$761k
Granted FY2024still arriving
17
Grants FY2024still arriving
4
States reached
$155k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2024.

Arts & Culture$5.1MHealth$192kEducation$85kYouth Development$60kPhilanthropy$60kHousing & Shelter$55kCrime & Legal$50kHuman Services$26kOther$0
02FY2024 · 17 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k2 grants · $11k
  • $10k–50k9 grants · $120k
  • $50k–250k6 grants · $630k
$15,000
Median grant
4
States reached
$1.0M
Total assets
Largest grants
RecipientAmount
SCOTTSDALE ARTS$155,000
THE PHOENIX THEATRE COMPANY$125,000
HERBERGER THEATER CENTER$125,000
VALLEY YOUTH THEATER$100,000
UTAH FILM CENTER$75,000
CHILDSPLAY INC$50,000
LA JOLLA MUSIC SOCIETY$25,000
WALDORF IN NORTH COASTAL$20,000
ACT ONE$15,000
CHECK FOR A LUMP$10,000
THEATRE & ARTS FOUNDATION OF SAN DIEGO$10,000
KIDS IN FOCUS$10,000
DEFENDERS OF CHILDREN$10,000
ART RENAISSANCE FOUNDATION DBA INITIATIVE$10,000
ROSIE'S HOUSE$10,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–24, $61k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 67% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%SPUR COMMUNITY FOUNDATION: $10k → 7%RIP MEDICAL DEBT: $10k → 9%DEFENDERS OF CHILDREN: $10k → 11%ARIZONA FOUNDATION FOR WOMEN: $10k → 11%DEFENDERS OF CHILDREN: $10k → 11%DEFENDERS OF CHILDREN: $10k → 11%FRESH START WOMEN'S FOUNDATION: $1k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.
$5.4M · 28 repeat orgs$264k to everyone else

28 repeat relationships — 13 still active in FY2024, 15 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
10

Total granted

$5.4M
$201k

Median revenue growth · since first grant

+17%
+24%

Still filing today

79%
90%

New vs renewed · share of each year

In FY2024, 92% of grant dollars renewed an existing relationship; $63k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Arts & CultureEducationHuman ServicesHealthYouth DevelopmentFood & NutritionOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • SA
    SCOTTSDALE ARTS
    5× · 2020–2024 · $785k · revenue +17%
  • TP
    THE PHOENIX THEATRE COMPANY AND SUBSIDIARY
    5× · 2020–2024 · $775k · revenue +44%
  • BA
    BALLET ARIZONA
    4× · 2020–2023 · $375k · revenue +54%

Funded once

  • PS
    PHOENIX SYMPHONY ASSOCIATIONgraduated
    one grant, 2021 · $100k · revenue +152%
  • TF
    THE FILM COLLABORATIVE INC
    one grant, 2022 · $25k · revenue +18%
  • SL
    SCOTTSDALE LEADERSHIP INC
    one grant, 2023 · $15k · revenue +24%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Tucson Symphony Society

The mission of the Tucson Symphony is to build and enrich community through the experience of live music of the highest quality.

Arts & Culture
2
Arizona School for the Arts

Arizona school for the arts inspires creative thinkers and leaders through providing an innovative concentration in college preparation informed by the performing arts.

Education
3
Opera Southwest

Professional production of opera for the public, and education about opera and the performing arts for audiences of all ages.

Arts & Culture
4
Arts Express

By intgrating performing arts education programs and musical theatre productions, art express theatre opens up the world of the arts to all ages. it serves over 25,000 people annually thorugh a continuum of introductory to advance…

Arts & Culture
5
The Phoenix Chorale

Nurture and amplify the strength and resonance of arizonas choral artistry through live concert experiences performed by professional singers living in arizona, and via recordings and other media for those outside the state to know and…

—
6
Central Arts Alliance

Phoenix Center for the Arts provides arts and culture opportunities for all through education, programming and advocacy.

Arts & Culture
7
Phoenix Performing Arts Center Inc

We are arizona's center stage, engaging the community through diverse experiences that ignite emotion, stimulate conversation, and inspire connections with the arts.

Arts & Culture
8
Phoenix Childrens Chorus Inc

Foster excellence in youth by facilitating artistic, cultural, and personal development through choral education and performance.

Arts & Culture
9
Arizona Science Center

To inspire, educate and engage curious minds through science.

Arts & Culture
10
Phoenix Art Museum

Phoenix art museum creates spaces of exchange and belonging for all audiences through dynamic exhibitions, collections, and experiences with art. this mission is supported by seven strategic pillars:(continued on schedule o)1. be a space…

Arts & Culture
11
Ballet Arts Foundation

Ballet tucson is dedicated to bringing iconic, world-class dance performances and rising star artists to tucson and to sharing explorative experiences that inspire hope and excitement in our community.

Arts & Culture
12
Opera Santa Barbara

See schedule 0founded in 1994, opera santa barbara is the signature provider of professional opera on the california central coast. we aspire to be a cultural leader in the santa barbara region, voicing and advancing our community's spirit…

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Phoenix Symphony Association and the most unlike its peers is Rosies House a Music Academy for Children Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyPerforming Arts Organizatio…Charter and Alternative Sch…Community Social Organizati…San Diego Regional Foundati…Arizona Civic Advocacy Orga…Family & Crisis Support Ser…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 30 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number27%0%<5yr17%0%5–10yr20%24%10–20yr15%33%20–35yr10%24%35–55yr11%18%55yr+
THE FIELDby orgYOUR MONEYby value27%0%<5yr17%0%5–10yr20%9%10–20yr15%10%20–35yr10%56%35–55yr11%25%55yr+

The field is 27% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 16% of the field you don’t fund.

orgs you fund
0.0%0/37
the rest of the field
16%
5,087/32,083

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

37 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 37 of the 44 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
36/37
Grantees still filing
24/37
Grew since you first funded

Where your money sits — by cause, then by grantee

SCOTTSDALE ARTS — $785,000 · Arts & CultureSCOTTSDALE ARTSTHE PHOENIX THEATRE COMPANY AND SUBSIDIARY — $775,000 · Arts & CultureTHE PHOENIX THEATRE COMPANY AND SUBSIDIARYARIZONA OPERA COMPANY — $685,000 · Arts & CultureARIZONA OPERA COMPANYBALLET ARIZONA — $375,000 · Arts & CultureBALLET ARIZONAVALLEY YOUTH THEATRE — $300,000 · Arts & CultureVALLEY YOUTH THEATRECHILDSPLAY INC — $250,000 · Arts & CultureCHILDSPLAY INCITHEATRE COLLABORATIVE — $160,000 · Arts & Culture+12 more — $704,000 · Arts & Culture+12 moreHERBERGER THEATER CENTER — $725,000 · OtherHERBERGER THEATER CENTE…VALLEY YOUTH THEATER — $200,000 · OtherVALLEY YOUTH THEATERARIZONA BROADWAY THEATER — $100,000 · OtherARIZONA BROADWAY THEATE…ART RENAISSANCE FOUNDATION DBA INITIATIVE — $50,000 · OtherRosies House A Music Academy for Children Inc — $55,000 · Other+4 more — $57,000 · OtherAmerican Heart Association Inc — $100,000 · HealthCheck For a Lump — $40,000 · HealthARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY — $35,000 · EducationWALDORF IN NORTH COASTAL INC — $20,000 · EducationCOSANTI FOUNDATION — $20,000 · EducationSCOTTSDALE LEADERSHIP INC — $15,000 · EducationUC SAN DIEGO FOUNDATION — $10,000 · EducationSUN VALLEY WRITERS' CONFERENCE INC — $8,000 · EducationDEFENDERS OF CHILDREN — $50,000 · Human ServicesMEDICAL DEBT RESOLUTION INC — $10,000 · Human ServicesSPUR COMMUNITY FOUNDATION INC — $10,000 · Human ServicesARIZONA FOUNDATION FOR WOMEN INC — $10,000 · Human Services+1 more — $1,000 · Human ServicesARIZONA COMMUNITY FOUNDATION — $50,000 · PhilanthropyTrends Charitable Fund — $15,000 · PhilanthropyKids in Focus — $60,000 · Youth Development
Arts & Culture$4,034,000Other$1,187,000Health$140,000Education$108,000Human Services$81,000Philanthropy$65,000Youth Development$60,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetSCOTTSDALE ARTS — $785,000 over 5y, 1.6% of budgetTHE PHOENIX THEATRE COMPANY AND SUBSIDIARY — $775,000 over 5y, 2.9% of budgetARIZONA OPERA COMPANY — $685,000 over 4y, 4.5% of budgetBALLET ARIZONA — $375,000 over 4y, 2.0% of budgetVALLEY YOUTH THEATRE — $300,000 over 3y, 7.4% of budgetCHILDSPLAY INC — $250,000 over 5y, 2.1% of budgetITHEATRE COLLABORATIVE — $160,000 over 4y, 77% of budgetArizona Theatre Company — $100,000 over 4y, 0.5% of budgetPHOENIX SYMPHONY ASSOCIATION — $100,000 over 1y, 2.0% of budgetSCOTTSDALE PHILHARMONIC INC — $100,000 over 4y, 22% of budgetAmerican Heart Association Inc — $100,000 over 4y, 0.0% of budgetUTAH FILM CENTER — $100,000 over 3y, 0.3% of budgetACT ONE — $75,000 over 5y, 2.1% of budgetArizona Citizens for the Arts — $70,000 over 4y, 11% of budgetKids in Focus — $60,000 over 5y, 4.4% of budgetRosies House A Music Academy for Children Inc — $55,000 over 4y, 0.6% of budgetDEFENDERS OF CHILDREN — $50,000 over 5y, 1.5% of budgetARIZONA COMMUNITY FOUNDATION — $50,000 over 1y, 0.1% of budgetRelease The Fear Inc — $50,000 over 2y, 52% of budgetCheck For a Lump — $40,000 over 4y, 3.6% of budgetPHOENIX CONSERVATORY OF MUSIC — $40,000 over 4y, 1.5% of budgetARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY — $35,000 over 2y, 0.0% of budgetLA JOLLA MUSIC SOCIETY — $25,000 over 1y, 0.4% of budgetTHE FILM COLLABORATIVE INC — $25,000 over 1y, 0.2% of budgetWALDORF IN NORTH COASTAL INC — $20,000 over 1y, 0.6% of budgetCOSANTI FOUNDATION — $20,000 over 2y, 0.6% of budgetSCOTTSDALE LEADERSHIP INC — $15,000 over 1y, 4.2% of budgetTrends Charitable Fund — $15,000 over 1y, 2.3% of budgetUC SAN DIEGO FOUNDATION — $10,000 over 2y, 0.0% of budgetMEDICAL DEBT RESOLUTION INC — $10,000 over 1y, 0.0% of budgetSPUR COMMUNITY FOUNDATION INC — $10,000 over 1y, 0.1% of budgetARIZONA FOUNDATION FOR WOMEN INC — $10,000 over 1y, 1.6% of budgetTHE PUTNAM FOUNDATION DBA TIMKEN MUSEUM OF ART — $10,000 over 1y, 0.1% of budgetSUN VALLEY SUMMER SYMPHONY INC — $9,000 over 3y, 0.1% of budgetSUN VALLEY WRITERS' CONFERENCE INC — $8,000 over 1y, 0.3% of budgetST MARY'S FOOD BANK ALLIANCE — $5,000 over 1y, 0.0% of budgetFRESH START WOMEN'S FOUNDATION — $1,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Virginia G Piper Char…Arizona Community Fou…Margaret T Morris Fou…Jewish Community Foun…Thunderbirds CharitiesScottsdale League for…Scottsdale ArtsMoreno Family Foundat…Flinn FoundationSherman and Linda Sap…L Roy Papp Charitable…Charles and Laura Gol…
Virginia G Piper Charitable TrustAZ38.3× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Virginia G Piper Charitable Trust · Arizona Community Foundation · Margaret T Morris Foundation · Jewish Community Foundation of Greater Phoenix · Thunderbirds Charities · Scottsdale League for the Arts · Scottsdale Arts · Moreno Family Foundation · Flinn Foundation · Sherman and Linda Saperstein Charitable Trust · L Roy Papp Charitable Trust · Charles and Laura Goldstein Philanthropic Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Herberger Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 00%6%23%51%90%your share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    13report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 44 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home
    State money flows
    the interactive map of money crossing state lines