Herzog-beckman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 11 grants totaling $66K. Net investment income was $175K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+8.1% YoY
Annual Giving
$66K
+1.5% YoY
Grant Count
11
+57.1% YoY
Avg Grant Size
$6K
-35.4% YoY
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.
About Herzog-beckman Foundation
Based on IRS filings
Herzog-beckman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 11 grants totaling $66K. Net investment income was $175K.
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 | $1,311,763 | $1,213,332 | $1,205,454 |
| Revenue | $205,275 | $109,672 | $20,672 |
| Expenses | $106,847 | $101,233 | $92,462 |
| Qualifying Distributions | $74,814 | $70,439 | $57,105 |
| Net Investment Income | $175,456 | $79,565 | $16 |
| Distributable Amount | $75,131 | $69,562 | $72,823 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cincinnati Works Inc ($20,000), Cincinnati Childrens Hospital ($8,000), Lighthouse Youth and Family Services ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WELCOME HOUSE OF CINCINNATI COVINGTON, KY | GENERAL OPERATING | $6,000 |
| CATHOLIC SOCIAL SERVICES OF NO KY COVINGTON, KY | GENERAL OPERATING | $4,000 |
| LIGHTHOUSE YOUTH AND FAMILY SERVICES CINCINNATI, OH | GENERAL OPERATING | $7,000 |
| CINCINNATI CHILDRENS HOSPITAL CINCINNATI, OH | GENERAL OPERATING | $8,000 |
| HOSPICE OF CINCINNATI CINCINNATI, OH | GENERAL OPERATING | $3,000 |
| FAIRHAVEN RESCUE MISSION COVINGTON, KY | GENERAL OPERATING | $4,000 |
| CRAYONS TO COMPUTERS CINCINNATI, OH | GENERAL OPERATING | $3,000 |
| CINCINNATI WORKS INC CINCINNATI, OH | GENERAL OPERATING | $20,000 |
| WOOD HUDSON CANCER RESEARCH NEWPORT, KY | GENERAL OPERATING | $4,000 |
| ST ELIZABETH HEALTHCARE FOUNDATION EDGEWOOD, KY | GENERAL OPERATING | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK W JORDAN | V PRES/TTE/SECRETARY/TREASURER | — | $4,952 |
| STEPHANIE KRABBE AVALOS | TTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herzog-beckman Foundation?
Herzog-beckman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.3M in total assets as of 2024.
How large is Herzog-beckman Foundation?
As of 2024, Herzog-beckman Foundation holds $1.3M in total assets with $205K in annual revenue. It awarded 11 grants totaling $66K in 2024.
Where does Herzog-beckman Foundation operate?
Herzog-beckman Foundation has awarded grants in Kentucky, Ohio.
What size grants does Herzog-beckman Foundation award?
In 2024, Herzog-beckman Foundation awarded 11 grants totaling $66K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Herzog-beckman Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herzog-beckman Foundation reported a distributable amount of $75K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Herzog-beckman 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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