Hertzberg Family Foundation
Hertzberg Family Foundation is a private foundation, based in Birmingham, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $745K in total assets. In 2025, it awarded 8 grants totaling $253K. Net investment income was $242K.
Hertzberg Family Foundation at a glance
In short: Hertzberg Family Foundation gave $253K across 8 grants in 2025 (avg $32K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $253,000
- +65.9% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $31,625
- +65.9% vs 2024
- Median grant
- $16,500
- Total assets
- $745,398
- +15.2% vs 2024
- Primary geography
- Michigan (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hertzberg Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was The Roeper School ($125K). Together the top 8 received $253K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 35 grants of 38 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Hertzberg Family Foundation gives
- Giving grew 115% from 2022 to 2025. Method
- In 2025 it paid out 591% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $72K (2020) to $253K (2025). In 2025 it made 8 grants totaling $253K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Roeper School Bloomfield Hills, MI | Unrestricted Charitable Gift | $125,000 |
| Jewish Federation of Metropolitan Detroit Bloomfield Hills, MI | Unrestricted Charitable Gift | $50,000 |
| Mayo Clinic Rochester, MN | Unrestricted Charitable Gift | $25,000 |
| Ferndale Cat Shelter Ferndale, MI | Unrestricted Charitable Gift | $18,000 |
| Jafina New York, NY | Unrestricted Charitable Gift | $15,000 |
| Care House of Oakland County Pontiac, MI | Unrestricted Charitable Gift | $10,000 |
| Jarc Bloomfield Hills, MI | Unrestricted Charitable Gift | $7,500 |
| Michigan Humane Society Detroit, MI | Unrestricted Charitable Gift | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $745,398 | $502,403 | $263,958 | $253,000 | 8 | $253,000 | $241,901 | $42,816 |
| 2024 | $647,012 | $498,651 | $161,531 | $152,500 | 8 | $152,500 | $234,481 | $33,659 |
| 2023 | $514,351 | $204,379 | $119,403 | $117,208 | 9 | $117,208 | $77,673 | $22,772 |
| 2022 | $507,136 | $127,425 | $129,670 | $117,650 | 6 | $117,650 | $23,947 | $22,219 |
| 2021 | $529,910 | $383,321 | $92,159 | $88,550 | 7 | $88,550 | $298,074 | $18,669 |
| 2020 | $259,126 | $93,911 | $76,266 | $71,500 | 6 | — | $13,343 | $18,889 |
Under IRS private-foundation payout rules, Hertzberg Family Foundation reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hertzberg Family Foundation is led by Robert Hertzberg, President & Director on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert Hertzberg
President & Director
On filings since 2020
No compensation reported
Julie Hertzberg
Secretary, Treasurer & Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Hertzberg Family Foundation
How much does Hertzberg Family Foundation give each year?
Hertzberg Family Foundation gave $253K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $153K across 8 grants.
What is Hertzberg Family Foundation's typical grant size?
Hertzberg Family Foundation's median grant in 2025 was $16,500, and its average grant was $31,625, across 8 grants on its 2025 IRS Form 990-PF.
Where does Hertzberg Family Foundation give grants?
Hertzberg Family Foundation gives mostly in Michigan: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Minnesota (10%) and New York (6%). The most frequent recipient cities were Bloomfield Hills, MI (3 grants).
Does Hertzberg Family Foundation give general operating support?
Yes: 100% of Hertzberg Family Foundation's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hertzberg Family Foundation's largest grantees?
Hertzberg Family Foundation's largest 2025 grantees include The Roeper School ($125,000), Jewish Federation of Metropolitan Detroit ($50,000) and Mayo Clinic ($25,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Hertzberg Family Foundation?
Hertzberg Family Foundation reported $745K in total assets on its 2025 IRS Form 990-PF. It paid out $253K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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