Skip to content
The Herberger Foundation at a glance

· 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 FY2025still arriving
9
Grants FY2025still arriving
2
States reached
$210k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% 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
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $2k
  • $10k–50k2 grants · $20k
  • $50k–250k6 grants · $995k
$125,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
THE PHOENIX THEATRE COMPANY$210,161
HERBERGER THEATER CENTER$210,161
VALLEY YOUTH THEATER$175,000
SCOTTSDALE ARTS$175,000
ARIZONA OPERA$125,000
CHILDSPLAY INC$100,000
ROSIE'S HOUSE$10,000
KIDS IN FOCUS$10,000
MEN'S SECOND CHANCE LIVING$1,900
02The need
03

Does the money reach high-need areas?

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

show:

Its 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 its grants land in higher-need ZIPs.

area typical 10%RIP MEDICAL DEBT: $10k → 9%SPUR COMMUNITY FOUNDATION: $10k → 7%DEFENDERS OF CHILDREN: $10k → 11%DEFENDERS OF CHILDREN: $10k → 11%DEFENDERS OF CHILDREN: $10k → 11%ARIZONA FOUNDATION FOR WOMEN: $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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$6.4M · 28 repeat orgs$266k to everyone else

28 repeat relationships: 8 still active in FY2025, 20 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
14

Total granted

$6.4M
$264k

Median revenue growth · since first grant

+14%
+32%

Still filing today

79%
86%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
Arts & CultureEducationHuman ServicesHealthYouth DevelopmentFood & NutritionOther
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.

Backed again, and grew

  • TP
    THE PHOENIX THEATRE COMPANY AND SUBSIDIARY
    6× · 2020–2025 · $985k · revenue +44%
  • SA
    SCOTTSDALE ARTS
    6× · 2020–2025 · $960k · revenue +17%
  • BA
    BALLET ARIZONA
    4× · 2020–2023 · $375k · revenue +54%

Funded once

  • PS
    PHOENIX SYMPHONY ASSOCIATIONgraduated
    one grant, 2021 · $100k · revenue +152%
  • LJ
    LA JOLLA MUSIC SOCIETYgraduated
    one grant, 2024 · $25k · revenue +91%
  • TF
    THE FILM COLLABORATIVE INC
    one grant, 2022 · $25k · revenue +18%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Santa Fe Opera

To further the operatic art form by presenting ensemble performances of the highest quality in a varied repertoire of new as well as rarely performed and standard works, to ensure excellence of opera's future through its apprentice…

Arts & Culture
2
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
3
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
4
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
5
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
6
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
7
Arizona Science Center

To inspire, educate and engage curious minds through science.

Arts & Culture
8
Opera Southwest

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

Arts & Culture
9
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…

—
10
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
11
Phoenix Childrens Chorus Inc

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

Arts & Culture
12
Southwest Shakespeare Company Inc

Theatre company to educate and entertain through performances of works of classical theatre

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Phoenix Symphony Association; the most unlike its peers is Itheatre Collaborative. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

38 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 38 of the 45 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
37/38
Grantees still filing
25/38
Grew since first funded

Where the money sits, by cause and then by grantee

THE PHOENIX THEATRE COMPANY AND SUBSIDIARY: $985,161 · Arts & CultureTHE PHOENIX THEATRE COMPANY AND SUBSIDIARYSCOTTSDALE ARTS: $960,000 · Arts & CultureSCOTTSDALE ARTSARIZONA OPERA COMPANY: $810,000 · Arts & CultureARIZONA OPERA COMPANYVALLEY YOUTH THEATRE: $475,000 · Arts & CultureVALLEY YOUTH THEATREBALLET ARIZONA: $375,000 · Arts & CultureBALLET ARIZONACHILDSPLAY INC: $350,000 · Arts & CultureCHILDSPLAY INC+13 more: $864,000 · Arts & Culture+13 moreHERBERGER THEATER CENTER: $935,161 · 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 · OtherARIZONA COMMUNITY FOUNDATION: $50,000 · Other+6 more: $73,900 · OtherAmerican Heart Association Inc: $100,000 · HealthCheck For a Lump: $40,000 · HealthARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY: $35,000 · EducationCOSANTI FOUNDATION: $20,000 · EducationWALDORF IN NORTH COASTAL INC: $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 ServicesKids in Focus: $70,000 · Youth DevelopmentRosies House A Music Academy for Children Inc: $65,000 · Housing & Shelter
Arts & Culture$4,819,161Other$1,409,061Health$140,000Education$108,000Human Services$81,000Youth Development$70,000Housing & Shelter$65,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetARIZONA COMMUNITY FOUNDATION: $50,000 over 1y, 0.1% 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 budgetSPUR COMMUNITY FOUNDATION INC: $10,000 over 1y, 0.1% 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
Grantee by grantee: a decade per organization, before and after funding

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

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 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

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.

How much its grantees rely on government

Each dot is one organization The Herberger Foundation funds: left to right is the share of its income from government, bottom to top the share from The Herberger Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%23%51%90%funder's 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
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    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

    Play a game based on Herberger’s filings →

    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 endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home