Herzog-Beckman Foundation
The Herzog-Beckman Foundation is a private foundation based in Milwaukee, Wisconsin. In its 2024 filing, it reported 11 grants totaling $66,000, all listed as general operating support, to organizations in Ohio and Kentucky.
Herzog-Beckman Foundation at a glance
In short: Herzog-Beckman Foundation gave $66K across 11 grants in 2024 (avg $6K), mostly in Ohio. 55% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $66,000
- +1.5% vs 2023
- Grants made (2024)
- 11
- +57.1% vs 2023
- Average grant
- $6,000
- -35.4% vs 2023
- Median grant
- $4,000
- Total assets
- $1,311,763
- +8.1% vs 2023
- New grantees (estimate)
- 55% first-time grantees (6 of 11, 2024; small sample)
- Primary geography
- Ohio (62% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herzog-Beckman Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 0634, Milwaukee, WI 53201-0634
Phone: (513) 632-5544
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herzog-Beckman Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Cincinnati Works Inc ($20K). Together the top 10 received $63K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
The 2024 filing shows that 62% of grant dollars went to recipients in Ohio and 38% to recipients in Kentucky. Listed recipient locations include Cincinnati, Ohio, and Covington, Newport, and Edgewood, Kentucky.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is Herzog-Beckman Foundation open to new grantees?
55%
first-time grantees, 2024
In 2024, 6 of 11 grantees (55%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $4K; repeat grants $8K. How we count
Medians: $4K first-time, $4K repeat.
- 36% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−19%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $53K (2019) to $81K (2021). In 2024 it made 11 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cincinnati Works Inc Cincinnati, OH | General Operating | $20,000 |
| Cincinnati Childrens Hospital Cincinnati, OH | General Operating | $8,000 |
| Lighthouse Youth and Family Services Cincinnati, OH | General Operating | $7,000 |
| Welcome House of Cincinnati Covington, KY | General Operating | $6,000 |
| Catholic Social Services of No KY Covington, KY | General Operating | $4,000 |
| Fairhaven Rescue Mission Covington, KY | General Operating | $4,000 |
| Wood Hudson Cancer Research Newport, KY | General Operating | $4,000 |
| Parish Kitchen Covington, KY | General Operating | $4,000 |
| Hospice of Cincinnati Cincinnati, OH | General Operating | $3,000 |
| Crayons to Computers Cincinnati, OH | General Operating | $3,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,311,763 | $205,275 | $106,847 | $66,000 | 11 | $74,814 | $175,456 | $75,131 |
| 2023 | $1,213,332 | $109,672 | $101,233 | $65,000 | 7 | $70,439 | $79,565 | $69,562 |
| 2022 | $1,205,454 | $20,672 | $92,462 | $53,000 | 6 | $57,105 | $16 | $72,823 |
| 2021 | $1,277,482 | $196,604 | $121,497 | $81,000 | 8 | $85,540 | $161,367 | $81,286 |
| 2020 | $1,202,550 | $77,875 | $98,135 | $62,000 | 7 | — | $44,257 | $71,688 |
| 2019 | $1,224,025 | $9,685 | $89,447 | $53,000 | 8 | — | $11,424 | $71,893 |
Under IRS private-foundation payout rules, Herzog-Beckman Foundation reported a distributable amount of $75K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations whose work includes employment training and coaching, services for people experiencing disadvantage, hospice care, cancer research, and support for students in need.
Grantees describe their own missions as follows: Cincinnati Works says it helps people living in poverty advance toward self-sufficiency through employment, including free training and coaching. Fairhaven Rescue Mission says it provides for the physical and spiritual needs of disadvantaged people in Northern Kentucky. Hospice of Cincinnati Incorporated says it provides compassionate end-of-life care and support. Crayons and Beyond says it works to ensure teachers can provide students in need with tools to succeed in school.
Grantmaking
In 2024, the foundation awarded 11 grants totaling $66,000. Grants ranged from $3,000 to $20,000, with a median of $4,000. The largest awards included $20,000 to Cincinnati Works, $8,000 to Cincinnati Childrens Hospital, and $7,000 to Lighthouse Youth and Family Services. Other listed grants included $6,000 to Welcome House of Cincinnati and $4,000 each to Catholic Social Services of No KY, Fairhaven Rescue Mission, Wood Hudson Cancer Research, and Parish Kitchen. The grants were listed as general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mark W Jordan as vice president, trustee, secretary, and treasurer, and Stephanie Krabbe Avalos as trustee.
Herzog-Beckman Foundation is led by Mark W. Jordan, V President, Tte, Secretary & Treasurer since 2020 (on filings since 2019); 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Mark W. Jordan
V President, Tte, Secretary & Treasurer
V President & Tte → V President, Tte, Secretary & Treasurer, 2020
On filings since 2019
$4K (2019) → $5K (2024)
Stephanie Krabbe Avalos
Trustee
New on the 2024 filing
No compensation reported
Former officers (3)
- Former: Joseph G. Krabbe (2019–2023) — President
- Former: Sandra L. Krabbe (2019–2023) — Trustee
- Former: Robert J. Herzog (2019) — President & Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $5K, to Mark W Jordan (V Pres/TTE/Secretary/Treasurer).
Frequently asked questions about Herzog-Beckman Foundation
How much does Herzog-Beckman Foundation give each year?
Herzog-Beckman Foundation gave $66K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $65K across 7 grants.
What is Herzog-Beckman Foundation's typical grant size?
Herzog-Beckman Foundation's median grant in 2024 was $4,000, and its average grant was $6,000, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Herzog-Beckman Foundation that year got $4K on average.
Where does Herzog-Beckman Foundation give grants?
Herzog-Beckman Foundation gives mostly in Ohio: 62% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (38%). The most frequent recipient cities were Cincinnati, OH (5 grants) and Covington, KY (4 grants).
Does Herzog-Beckman Foundation give general operating support?
Yes: 100% of Herzog-Beckman Foundation's 2024 grants with a stated purpose (11 of 11) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Herzog-Beckman Foundation's largest grantees?
Herzog-Beckman Foundation's largest 2024 grantees include Cincinnati Works Inc ($20,000), Cincinnati Childrens Hospital ($8,000) and Lighthouse Youth and Family Services ($7,000), according to its 2024 IRS Form 990-PF. Together they received 53% of its itemized 2024 grant dollars.
How large is Herzog-Beckman Foundation?
Herzog-Beckman Foundation reported $1.3M in total assets on its 2024 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $75K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Herzog-Beckman Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations whose work includes employment training and coaching, services for people experiencing disadvantage, hospice care, cancer research, and support for students in need. See mission & focus areas ↑
How do I apply for a grant from Herzog-Beckman Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Herzog-Beckman Foundation's EIN?
Herzog-Beckman Foundation's EIN (Employer Identification Number) is 35-2178648. IRS Form 990 filing data is available on this page for 2019–2024.
Does Herzog-Beckman Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Herzog-Beckman Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/herzog-beckman-foundation-morg_85b70f3efd4440bba92d9a44fd31f1ca
BibTeX
@misc{grantable_352178648_2026,
author = {{Grantable}},
title = {{Herzog-Beckman Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herzog-beckman-foundation-morg_85b70f3efd4440bba92d9a44fd31f1ca},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Herzog-Beckman Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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