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· Private foundation

The Herzog Family Foundation

Its FY2026 filing reports that it accepted unsolicited grant applications.

$120k
Granted FY2026still arriving
14
Grants FY2026still arriving
2
States reached
$51k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Health$308kEducation$38kArts & Culture$37kHuman Services$30kReligion$20kRecreation & Sports$14kPhilanthropy$13kPublic Benefit$12kOther$0
02FY2026 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2026

  • Under $10k10 grants · $17k
  • $10k–50k3 grants · $52k
  • $50k–250k1 grant · $51k
$2,500
Median grant
2
States reached
$673k
Total assets
Largest grants
RecipientAmount
ALZHEIMER'S ASSOCIATION$51,405
UNIVERSITY HOSPITALS$25,000
ESCUELA RODOLFO HERZOG MULLER$16,590
ASHTABULA ARTS CENTER$10,000
CIVIC DEVELOPMENT CENTER$5,000
THE STRATUS FOUNDATION$3,000
BRATENAHL COMMUNITY FOUNDATION$2,500
ASHTABULA LITTLE LEAGUE$1,500
ACR$1,000
ASHTABULA COUNTY FAMILY YMCA$1,000
LOOK FOUNDATION$1,000
ASHTABULA AREA CITY SCHOOLS$720
Individual grant recipient$500
ASHTABULA ROTARY FOUNDATION$500
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 (FY25–26, $12k) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 92% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%LOOK FOUNDATION: $1k → 8%HOSPICE OF THE WESTERN RESERVE: $11k → 17%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.

86%of every dollar goes to organizations it has funded before.
$516k · 15 repeat orgs$82k to everyone else

Grantees it renews have grown median revenue +26% since the first grant, against +8% for those funded once.

15 repeat relationships: 10 still active in FY2026, 5 since wound down; 4 grantees were first funded in FY2026 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
12

Total granted

$516k
$64k

Median revenue growth · since first grant

+26%
+8%

Still filing today

40%
42%

New vs renewed · share of each year

In FY2026, 84% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’21’22’23’24’25’26
RenewedFirst-time

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

’21’22’23’24’25’26
EducationHuman ServicesArts & CulturePublic BenefitPhilanthropyHealthOther
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

  • AA
    ASHTABULA ARTS CENTER
    3× · 2021–2026 · $30k · revenue +75%
  • TS
    THE STRATUS FOUNDATION INC
    5× · 2022–2026 · $11k · revenue +30%
  • LA
    LEADERSHIP ASHTABULA COUNTY INC
    2× · 2021–2022 · $1k · revenue +26%

Funded once

  • Oberlin College
    one grant, 2022 · $20k · revenue -14%
  • HO
    HOSPICE OF THE WESTERN RESERVE INC
    one grant, 2025 · $11k · revenue +8%
  • AA
    ASHTABULA ARTS CENTER
    one grant, 2025 · $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
The Ashtabula Foundation Inc
Philanthropy
2
Ashtabula County Continued Education Support Services

To provide ashtabula county children and parents a greater awareness of the opportunity for higher education and to assist families with discovering and obtaining the financial resources necessary to reach the goal of a higher education.

Education
3
The Ash Foundation
Arts & Culture
4
Civic Development Corporation of Ashtabula County

The civic development corporation of ashtabula county improves the quality of life in our community by surveying its stakeholders, developing strategic objectives, identifying impactful projects, raising funds, and providing oversight for…

Philanthropy
5
Ashtabula County Day Care Center Inc

To provide high-quality child care to infants and children.

Human Services
6
Ashtabula County Animal Protective League

To operate an animal shelter, educate the public, and prevent cruelty to animals.

Animals
7
Ashtabula County Council On Aging Inc

Organization that operates a multi-purpose senior center for persons sixty years of age or older and their spouses, regardless of age, living in ashtabula county, ohio. the agency also provides older americans with health assessment,…

Human Services
8
Ashtabula River Foundation

To support the restoration of the ashtabula river, and to own and operate the former coast guard station located on the east bank of the ashtabula river ("station"). with respect to the station, the foundation will preserve and develop the…

Philanthropy
9
Ashtabula County Board of Realtors

Coordinates realtor activities and provides continuing education for agents

—
10
Shasta Foundation
Philanthropy
11
Asoka Foundation
—
12
Ashtabula County District Library Foundation Inc

To promote the developent and improve the service capabilities of the ashtabula county district library system by providing financial resources.

Education
How this is measured
The grantee most central to the portfolio’s shape is Ashtabula Arts Center; the most unlike its peers is The Ashtabula Rotary Foundation. 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

13 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. 13 of the 31 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.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
13/13
Grantees still filing
8/13
Grew since first funded

Where the money sits, by cause and then by grantee

ALZHEIMER'S ASSOCIATION: $205,092 · OtherALZHEIMER'S ASSOCIATIONUNIVERSITY HOSPITAL: $81,500 · OtherUNIVERSITY HOSPITALUNIVERSITY HOSPITALS: $77,000 · OtherUNIVERSITY HOSPITALSASHTABULA COUNTY FAMILY YMCA: $31,000 · OtherASHTABULA COUNTY FAMILY YMCAFIRST PRESBYTERIAN CHURCH: $19,875 · Other+18 more: $104,251 · Other+18 moreASHTABULA ARTS CENTER: $30,000 · Arts & CultureOberlin College: $20,000 · EducationAFTER SCHOOL DISCOVERY INC: $5,000 · EducationHOSPICE OF THE WESTERN RESERVE INC: $11,000 · Human ServicesLOOKFOUNDATIONINC: $1,000 · Human ServicesBRATENAHL COMMUNITY FOUNDATION: $10,500 · PhilanthropyLEADERSHIP ASHTABULA COUNTY INC: $1,000 · Public BenefitAmerican Heart Association Inc: $1,000 · Health
Other$518,718Arts & Culture$30,000Education$25,000Human Services$12,000Philanthropy$10,500Public Benefit$1,000Health$1,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetASHTABULA COUNTY FAMILY YMCA: $31,000 over 4y, 1.6% of budgetASHTABULA ARTS CENTER: $30,000 over 3y, 1.7% of budgetOberlin College: $20,000 over 1y, 0.0% of budgetBRATENAHL COMMUNITY FOUNDATION: $10,500 over 3y, 3.0% of budgetTHE STRATUS FOUNDATION INC: $10,500 over 5y, 2.5% of budgetAFTER SCHOOL DISCOVERY INC: $5,000 over 1y, 1.6% of budgetLEADERSHIP ASHTABULA COUNTY INC: $1,000 over 2y, 0.3% of budgetAmerican Heart Association Inc: $1,000 over 1y, 0.0% of budgetASHTABULA DREAM CENTER: $500 over 1y, 0.5% 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.

  • Who funds ASHTABULA COUNTY FAMILY YMCA ↗
  • Who funds ASHTABULA ARTS CENTER ↗
  • Who funds Oberlin College ↗
  • Who funds ASHTABULA LITTLE LEAGUE INC ↗
  • Who funds HOSPICE OF THE WESTERN RESERVE INC ↗
  • Who funds BRATENAHL COMMUNITY FOUNDATION ↗
  • Who funds THE STRATUS FOUNDATION INC ↗
  • Who funds AFTER SCHOOL DISCOVERY INC ↗
  • Who funds LOOKFOUNDATIONINC ↗
  • Who funds LEADERSHIP ASHTABULA COUNTY INC ↗
  • Who funds American Heart Association Inc ↗
  • Who funds ASHTABULA ROTARY FOUNDATION ↗
  • Who funds ASHTABULA DREAM CENTER ↗

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.

Robert S Morrison FoundationOH17.9× affinity6 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Robert S Morrison Foundation · The Business of Good Foundation · The Androse Foundation · The Ashtabula Foundation Inc · Amazonsmile 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 Herzog Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Herzog Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Herzog Family Foundation?

    Find your warmest path to The Herzog Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 31 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 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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