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Arizona · Private foundation

The Herberger Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.0M
Granted FY2025(still arriving)
9
Grants FY2025
17
Organizations funded FY2024
24%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$125,000
Largest grant, FY2025
$210,161
Organizations funded a year
17 to 28
FY2020 to FY2024
States reached, FY2025
2
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 24% of the organizations The Herberger Foundation funded were first-time grantees, receiving 8% of its grant dollars.

New vs renewed · share of each year

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

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
Arts & CultureEducationHuman ServicesHousing & ShelterHealthPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving9$1.0M11%
FY202417$761k24%
FY202324$1.2M8%
FY202228$1.1M21%
FY202126$1.3M19%
FY202025$1.3Mn/a
100% classified

What it funded, over time

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

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

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Phoenix Theatre Company and Subsidiary$985,16163%
Scottsdale Arts$960,00062%
Arizona Opera Company$810,00055%
Valley Youth Theatre$475,000411%
Ballet Arizona$375,00042%
Childsplay Inc$350,00063%
Itheatre Collaborative$160,000477%
Arizona Theatre Company$100,00041%
Phoenix Symphony Association$100,00012%
American Heart Association Inc$100,00040%
Show all 36 grantees

What it could do for these grantees

Plus 7 recipients with no EIN on record ($1.3M), not named here.

Where it is load-bearing

The Herberger Foundation supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 36 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Phoenix Theatre Company and Subsidiary: $985,161 over 6y, 2.9% of budgetScottsdale Arts: $960,000 over 6y, 1.6% of budgetArizona Opera Company: $810,000 over 5y, 4.5% of budgetValley Youth Theatre: $475,000 over 4y, 11% of budgetBallet Arizona: $375,000 over 4y, 2.0% of budgetChildsplay Inc: $350,000 over 6y, 3.5% 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 budgetAmerican Heart Association Inc: $100,000 over 4y, 0.0% of budgetScottsdale Philharmonic Inc: $100,000 over 4y, 22% of budgetUtah Film Center: $100,000 over 3y, 0.3% of budgetAct One: $75,000 over 5y, 2.1% of budgetKids in Focus: $70,000 over 6y, 4.4% of budgetArizona Citizens for the Arts: $70,000 over 4y, 11% of budgetRosies House A Music Academy for Children Inc: $65,000 over 5y, 0.6% of budgetDefenders of Children: $50,000 over 5y, 1.5% of budgetRelease The Fear Inc: $50,000 over 2y, 52% of budgetPhoenix Conservatory of Music: $40,000 over 4y, 1.5% of budgetCheck For a Lump: $40,000 over 4y, 3.6% 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 budgetCosanti Foundation: $20,000 over 2y, 0.6% of budgetWaldorf in North Coastal Inc: $20,000 over 1y, 0.6% of budgetScottsdale Leadership Inc: $15,000 over 1y, 4.2% of budgetTrends Charitable Fund: $15,000 over 1y, 2.3% of budgetThe Putnam Foundation Dba Timken Museum of Art: $10,000 over 1y, 0.1% of budgetMedical Debt Resolution Inc: $10,000 over 1y, 0.0% of budgetUc San Diego Foundation: $10,000 over 2y, 0.0% of budgetArizona Foundation for Women Inc: $10,000 over 1y, 1.6% 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 budgetMen's Second Chance Living: $1,900 over 1y, 0.1% of budgetFresh Start Women's Foundation: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 36.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Herberger Foundation with peer funders

About The Herberger Foundation

How much does The Herberger Foundation give?
The Herberger Foundation reported 9 grants totaling $1,017,222 in its FY2025 IRS filing. It funded between 17 and 28 organizations a year over FY2020 to FY2024.
What does The Herberger Foundation fund?
By grant dollars over FY2020 to FY2025, its largest causes are Arts & Culture (90%), Health (3%), Education (1%).
Who are The Herberger Foundation's largest grantees?
By total granted over FY2020 to FY2025: The Phoenix Theatre Company and Subsidiary ($985k), Scottsdale Arts ($960k), Arizona Opera Company ($810k).
Does The Herberger Foundation fund new organizations?
In FY2024, 24% of the organizations it funded were first-time grantees.
Does The Herberger Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Herberger Foundation?
Its strongest co-funders, measured against what their size predicts, include Virginia G Piper Charitable Trust, Arizona Community Foundation, Margaret T Morris Foundation.
Where is The Herberger Foundation based?
The Herberger Foundation is based in AZ.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 45 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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