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· Private foundation

The Herget 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.

$298k
Granted FY2024still arriving
41
Grants FY2024still arriving
13
States reached
$25k
Largest
01What it funds
0189% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Education$359kHealth$116kArts & Culture$52kAnimals$48kRecreation & Sports$43kEnvironment$25kYouth Development$20kHuman Services$18kOther$0
02FY2024 · 41 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k32 grants · $123k
  • $10k–50k9 grants · $175k
$5,000
Median grant
13
States reached
$9.6M
Total assets
Largest grants
RecipientAmount
NORTHEAST GEORGIA HEALTH SYSTEM INC$25,000
SCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY INC$25,000
ST JOSEPH HOSPITAL FOUNDATION$25,000
STEVENSON UNIVERSITY INC$20,000
UDT - SEAL MUSEUM ASSOCIATION INC$20,000
SOUTH COASTAL DELAWARE DOG PARK$20,000
HIGH POINT UNIVERSITY$20,000
OPERATION 2ND CHANCES FOR HUMANITY$10,000
NASHVILLE DOLPHINS$10,000
UNITED WAY WORLDWIDE$6,089
SPECIAL NEEDS SCHOOL OF GWINNETT$5,000
HUMAN SOCIETY OF VERO BEACH AND INDIAN COUNTY INC$5,000
HUMANE RESCUE ALLIANCE$5,000
MARINE CORPS SCHOLARSHIP FOUNDATION INC$5,000
Individual grant recipient$5,000
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 (FY19–24, $11k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%HIBISCUS CHILDREN'S CENTER FOUNDATION INC: $5k → 10%CANINE ASSISTANTS: $1k → 13%SHARIAS CLOSET: $4k → 11%RONALD MCDONALD HOUSE: $1k → 19%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.

Which US states its grants reach

NY
PA
NJ
CA
CO
VA
MD
DE
TN
NC
SC
DC
AL
GA
FL
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.

61%of every dollar goes to organizations it has funded before.
$491k · 29 repeat orgs$310k to everyone else

Grantees it renews have grown median revenue +35% since the first grant, against +22% for those funded once.

29 repeat relationships: 12 still active in FY2024, 17 since wound down; 28 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

29
31

Total granted

$491k
$145k

Median revenue growth · since first grant

+35%
+22%

Still filing today

52%
39%

New vs renewed · share of each year

In FY2024, 43% of grant dollars renewed an existing relationship; $166k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

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

’18’19’20’21’22’23’24
EducationPhilanthropyAnimalsHealthHuman ServicesRecreation & SportsOther
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

  • SF
    SCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY INC
    3× · 2022–2024 · $75k · revenue +9%
  • SU
    STEVENSON UNIVERSITY
    4× · 2019–2024 · $75k · revenue +29%
  • HP
    HIGH POINT UNIVERSITY
    2× · 2023–2024 · $40k · revenue +19%

Funded once

  • CC
    CLEVELAND CLINIC INDIAN RIVER
    one grant, 2022 · $25k
  • SE
    SAINT EDWARD'S SCHOOL INC
    one grant, 2022 · $25k · revenue +20%
  • NA
    NATIONAL AQUARIUM OF BALTIMORE
    one grant, 2022 · $10k
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
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
St Marys Healthcare System for Children Inc

To serve as the sole member of the various health care and supporting organizations that comprise st. mary's healthcare system for children

Health
3
St Marys Hospital for Children Inc

St. mary's hospital for children ("smh"), the flagship of st. mary's healthcare system for children, is committed to improving the health and quality of life for children and young adults with special healthcare needs. a nationally…

Health
4
St Joseph's Hospital of Tampa Foundation Inc

St. joseph's hospitals foundation secures, manages and stewards philanthropic support to benefit the health care mission of st. joseph's hospital, st. joseph's women's hospital, st. joseph's children's hospital of tampa, st. joseph's…

Health
5
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
6
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
7
University of Florida Health Corporation

UF Health's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic,…

—
8
Good Samaritan Hospital Foundation

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

—
9
Shands Jacksonville Healthcare Inc

As a part of UF Health, the organization's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across…

Health
10
University of South Florida Foundation Inc

University of South Florida Foundation, Inc.'s mission is to provide charitable and educational aid to the University of South Florida; to promote education and other related activities of the University; and to encourage research,…

Education
11
University Hospital & Clinics Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
12
Musc Strategic Ventures

To promote and support the educational, medical, scientific, and research purposes of the medical university of south carolina "musc", and university medical associates of the medical university of south carolina "uma", including their…

Health
How this is measured
The grantee most central to the portfolio’s shape is Believe in Tomorrow National Children's Foundation; the most unlike its peers is Hudson Family Foundation Inc. 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

47 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. 47 of the 89 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.

1
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
47/47
Grantees still filing
31/47
Grew since first funded

Where the money sits, by cause and then by grantee

SCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY INC: $75,000 · OtherSCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY INCMARYVALE PREPARATORY SCHOOL: $48,500 · OtherMARYVALE PREPARATORY SCHOOLLOYOLA UNIVERSITY: $30,000 · OtherLOYOLA UNIVERSITYUDT - SEAL MUSEUM ASSOCIATION INC: $30,000 · OtherUDT - SEAL MUSEUM ASSOCIATION INCST JOSEPH HOSPITAL FOUNDATION: $25,000 · OtherCLEVELAND CLINIC INDIAN RIVER: $25,000 · OtherIndividual grant recipient: $24,000 · OtherNOTRE DAME OF MD: $20,000 · Other+54 more: $211,000 · Other+54 moreSTEVENSON UNIVERSITY: $75,000 · EducationSTEVENSON UNIVERSITYHIGH POINT UNIVERSITY: $40,000 · EducationHIGH POINT UNIVERSITYSAINT EDWARD'S SCHOOL INC: $25,000 · EducationSAINT EDWARD'S SCHOOL …NOTRE DAME OF MARYLAND UNIVERSITY INC: $10,000 · EducationNOTRE DAME OF MARYLAND…MARINE CORPS SCHOLARSHIP FOUNDATION INC: $6,000 · Education+2 more: $7,500 · EducationNATIONAL AQUARIUM INC: $20,000 · AnimalsSouth Coastal Delaware Dog Park Foundation: $20,000 · AnimalsWASHINGTON HUMANE SOCIETY: $6,000 · AnimalsHUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY INC: $5,000 · AnimalsBRANDYWINE VALLEY SPCA: $2,500 · AnimalsNORTHEAST GEORGIA HEALTH SYSTEM INC: $25,000 · HealthTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $6,800 · HealthBelieve Big Inc: $5,000 · HealthNATIONAL MULTIPLE SCLEROSIS SOCIETY: $5,000 · HealthBELIEVE IN TOMORROW NATIONAL CHILDREN'S FOUNDATION: $3,500 · HealthUNITED WAY WORLDWIDE: $6,089 · PhilanthropyQUAIL VALLEY CHARITIES INC: $5,000 · PhilanthropyTHE CHANNINGS JOY FOUNDATION INC: $4,089 · PhilanthropyHUDSON FAMILY FOUNDATION INC: $2,500 · PhilanthropyMARINE TOYS FOR TOTS FOUNDATION: $2,500 · PhilanthropyTHE ALABAMA MARINES FOUNDATION: $1,000 · PhilanthropyDOLPHIN AQUATICS DBA NASHVILLE DOLPHINS: $16,000 · Recreation & SportsSOPHIE AND MADIGANS PLAYGROUND INC: $2,000 · Recreation & SportsVERO BEACH THEATRE GUILD INC: $16,000 · Arts & CultureVERO BEACH MUSEUM OF ART INC: $750 · Arts & Culture
Other$488,500Education$163,500Animals$53,500Health$45,300Philanthropy$21,178Recreation & Sports$18,000Arts & Culture$16,750

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 budgetSCHOLARSHIP FOUNDATION OF INDIAN RIVER COUNTY INC: $75,000 over 3y, 2.2% of budgetSTEVENSON UNIVERSITY: $75,000 over 4y, 0.0% of budgetHIGH POINT UNIVERSITY: $40,000 over 2y, 0.0% of budgetUDT - SEAL MUSEUM ASSOCIATION INC: $30,000 over 2y, 0.2% of budgetNORTHEAST GEORGIA HEALTH SYSTEM INC: $25,000 over 1y, 0.0% of budgetSAINT EDWARD'S SCHOOL INC: $25,000 over 1y, 0.1% of budgetNATIONAL AQUARIUM INC: $20,000 over 2y, 0.0% of budgetSouth Coastal Delaware Dog Park Foundation: $20,000 over 1y, 44% of budgetDOLPHIN AQUATICS DBA NASHVILLE DOLPHINS: $16,000 over 4y, 2.3% of budgetVERO BEACH THEATRE GUILD INC: $16,000 over 3y, 1.4% of budgetNOTRE DAME OF MARYLAND UNIVERSITY INC: $10,000 over 1y, 0.0% of budgetJACOBS & CUSHMAN SAN DIEGO FOOD BANK: $8,000 over 4y, 0.0% of budgetMT AIRY NET INC: $7,100 over 4y, 2.1% of budgetTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $6,800 over 3y, 0.0% of budgetUNITED WAY WORLDWIDE: $6,089 over 1y, 0.0% of budgetWASHINGTON HUMANE SOCIETY: $6,000 over 2y, 0.0% of budgetMARINE CORPS SCHOLARSHIP FOUNDATION INC: $6,000 over 2y, 0.0% of budgetQUAIL VALLEY CHARITIES INC: $5,000 over 1y, 0.6% of budgetHIBISCUS CHILDREN'S CENTER FOUNDATION INC: $5,000 over 1y, 0.5% of budgetTHE SURFRIDER FOUNDATION: $5,000 over 1y, 0.0% of budgetHUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY INC: $5,000 over 1y, 0.1% of budgetGILCHRIST HOSPICE CARE INC: $5,000 over 1y, 0.0% of budgetCRISTO REY CHARLESTON HIGH SCHOOL INC: $5,000 over 1y, 0.6% of budgetBelieve Big Inc: $5,000 over 1y, 0.7% of budgetSpecial Needs Schools of Gwinnett Inc: $5,000 over 1y, 0.1% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $5,000 over 1y, 0.0% of budgetTHE MOUNT AIRY VOLUNTEER FIRE COMPANY: $5,000 over 1y, 0.4% of budgetTHE CHANNINGS JOY FOUNDATION INC: $4,089 over 1y, 1.0% of budgetSharias Closet: $4,000 over 1y, 1.0% of budgetBELIEVE IN TOMORROW NATIONAL CHILDREN'S FOUNDATION: $3,500 over 2y, 0.1% of budgetGWINNETT CHAMBER OF COMMERCE INC: $3,500 over 1y, 0.1% of budgetFOOD BANK OF DELAWARE INC: $2,500 over 1y, 0.0% of budgetBRANDYWINE VALLEY SPCA: $2,500 over 1y, 0.0% of budgetGEORGIA GWINNETT COLLEGE FOUNDATION INC: $2,500 over 1y, 0.0% of budgetHUDSON FAMILY FOUNDATION INC: $2,500 over 1y, 0.5% of budgetMARINE TOYS FOR TOTS FOUNDATION: $2,500 over 1y, 0.0% of budgetSOPHIE AND MADIGANS PLAYGROUND INC: $2,000 over 1y, 2.6% of budgetAMERICAN SOCIETY OF INTERIOR DESIGNERS FOUNDATION: $2,000 over 1y, 0.5% of budgetBIG BROTHERS BIG SISTERS OF ST LUCIE INDIAN RIVER AND OKEECHOBEE COUNTIES I: $2,000 over 1y, 0.2% of budgetTHE NORTHSIDE HOSPITAL FOUNDATION INC: $2,000 over 2y, 0.1% of budgetATLANTA CHILDREN'S SHELTER INCORPORATED: $1,000 over 1y, 0.0% of budgetStella Maris Inc: $1,000 over 1y, 0.0% of budgetRONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC: $1,000 over 1y, 0.0% of budgetEPILEPSY FLORIDA INC: $1,000 over 2y, 0.0% of budgetCANINE ASSISTANTS INC: $1,000 over 1y, 0.0% of budgetTHE ALABAMA MARINES FOUNDATION: $1,000 over 1y, 0.8% of budgetVERO BEACH MUSEUM OF ART INC: $750 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.

Baltimore Community Foundation IncMD18.5× affinity7 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Baltimore Community Foundation Inc · T Rowe Price Program for Charitable Giving Inc · Indian River Community Foundation Inc · The Thomas F & Clementine L Mullan Foundation Inc · The United Way of Central Maryland Inc · The Johns Hopkins Hospital · Mangione Family Foundation Inc · The Kahle Foundation Inc · Archie S Wingfield Jr Charitable Trust U/A/D 5/15/1995 · The Marion I & Henry J Knott Foundation Inc · The Kahlert Foundation Inc · The Bessemer Giving Fund

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 Herget Foundation funds: left to right is the share of its income from government, bottom to top the share from The Herget Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 130%3%13%28%50%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 6%
  • Food Bank of Delaware Inc: 26% of income from government
  • Notre Dame of Maryland University Inc: 9% of income from government
  • Epilepsy Florida Inc: 8% of income from government
  • Stevenson University: 6% of income from government
  • National Aquarium Inc: 1% of income from government
  • Vero Beach Theatre Guild Inc: 0% of income from government
  • Gilchrist Hospice Care Inc: 0% of income from government
no gov moneyreceives it· size = income
13get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
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 89 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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