Hertzberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $647K in total assets. In 2024, it awarded 8 grants totaling $153K. Net investment income was $234K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$647K
+25.8% YoY
Annual Giving
$153K
+30.1% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$19K
+46.4% YoY
Under IRS private-foundation payout rules, Hertzberg Family Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
About Hertzberg Family Foundation
Based on IRS filings
Hertzberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $647K in total assets. In 2024, it awarded 8 grants totaling $153K. Net investment income was $234K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $647,012 | $514,351 | $507,136 |
| Revenue | $498,651 | $204,379 | $127,425 |
| Expenses | $161,531 | $119,403 | $129,670 |
| Qualifying Distributions | $152,500 | $117,208 | $117,650 |
| Net Investment Income | $234,481 | $77,673 | $23,947 |
| Distributable Amount | $33,659 | $22,772 | $22,219 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Metropolitan Detroit ($57,500), Mayo Clinic ($25,000), Thomas Cooley School of Law ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANTI-DEFAMATION LEAGUE NEW YORK, NY | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| CARE HOUSE OF OAKLAND COUNTY PONTIAC, MI | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| FERNDALE CAT SHELTER FERNDALE, MI | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| JARC BLOOMFIELD HILLS, MI | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| JEWISH FEDERATION OF METROPOLITAN DETROIT BLOOMFIELD HILLS, MI | UNRESTRICTED CHARITABLE GIFT | $57,500 |
| MAYO CLINIC ROCHESTER, MN | UNRESTRICTED CHARITABLE GIFT | $25,000 |
| THE ROEPER SCHOOL BLOOMFIELD HILLS, MI | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| THOMAS COOLEY SCHOOL OF LAW LANSING, MI | UNRESTRICTED CHARITABLE GIFT | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT HERTZBERG | PRESIDENT | — | — |
| JULIE HERTZBERG | SECRETARY, TREASURER | — | — |
| ROBERT HERTZBERG | DIRECTOR | — | — |
| JULIE HERTZBERG | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Hertzberg Family Foundation?
Hertzberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, MI. It holds $647K in total assets as of 2024.
How large is Hertzberg Family Foundation?
As of 2024, Hertzberg Family Foundation holds $647K in total assets with $499K in annual revenue. It awarded 8 grants totaling $153K in 2024.
Where does Hertzberg Family Foundation operate?
Hertzberg Family Foundation has awarded grants in Michigan, Minnesota, New York.
What size grants does Hertzberg Family Foundation award?
In 2024, Hertzberg Family Foundation awarded 8 grants totaling $153K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Hertzberg Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hertzberg Family Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hertzberg Family Foundation's EIN?
Hertzberg Family Foundation's EIN (Employer Identification Number) is 83-2869354. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hertzberg Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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