The Herberger Foundation
The Herberger Foundation is a private, non-operating foundation established in 1961 and granted tax-exempt status in April 1964. Located in Scottsdale, Arizona, the foundation operates as a grantmaking organization with no direct charitable activities. The foundation makes no program-related investments and conducts no direct charitable activities itself; all operations focus on grantmaking and investment management.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-16.8% YoY
Annual Giving
$761K
-34.2% YoY
Grant Count
17
-29.2% YoY
Avg Grant Size
$45K
-7.1% YoY
Under IRS private-foundation payout rules, The Herberger Foundation reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation gives primarily for the arts and education. Grant programs include:
- Performing Arts — the largest grant program area
- Arts & Culture — including visual arts and arts advocacy
- Education — including youth education and training programs
- Disability Services — supporting training and performance experiences
- Child Abuse Prevention and Domestic Violence Services
Grantmaking
The foundation does not accept unsolicited applications. Grantmaking is by invitation only.
Grant Range
$3,000 to $250,000
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation funds organizations primarily in Arizona, with a concentration in the Scottsdale area and greater Phoenix region.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023-2024:
- Total assets: $1,237,500
- Total revenue: $428,849-$603,169
- Total expenses: $1,204,721-$1,211,228
- Total giving: $1,156,000-$1,166,192
- Number of employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,029,441 | $1,237,500 | $2,013,372 |
| Revenue | $603,169 | $428,849 | $825,725 |
| Expenses | $811,228 | $1,204,721 | $1,143,493 |
| Qualifying Distributions | $772,703 | $1,166,192 | $1,126,194 |
| Net Investment Income | $569,644 | $400,320 | $818,426 |
| Distributable Amount | $51,426 | $80,188 | $130,904 |
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
123 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Scottsdale Arts ($155,000), Herberger Theater Center ($125,000), The Phoenix Theatre Company ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACT ONE PHOENIX, AZ | MAKE THE ARTS ACCESSIBLE TO CHILDREN & FAMILIES | $15,000 |
| ART RENAISSANCE FOUNDATION DBA INITIATIVE PHOENIX, AZ | PERFORMING ARTS | $10,000 |
| CHECK FOR A LUMP PHOENIX, AZ | BREAST HEALTH EDUCATION, TESTING, AND SUPPORT FOR BREAST CANCER PATIENTS | $10,000 |
| CHILDSPLAY INC TEMPE, AZ | PERFORMING ARTS WHOSE CHOSEN AUDIENCE IS CHILDREN | $50,000 |
| DEFENDERS OF CHILDREN PHOENIX, AZ | SERVICES FOR SURVIVORS OF CHILD ABUSE & DOMESTIC/FAMILY/SEXUAL VIOLENCE | $10,000 |
| HERBERGER THEATER CENTER PHOENIX, AZ | PERFORMING ARTS | $125,000 |
| KIDS IN FOCUS PHOENIX, AZ | PHOTOGRAPHY PROGRAMS FOR UNDERPRIVILEGED YOUTH | $10,000 |
| LA JOLLA MUSIC SOCIETY LA JOLLA, CA | PERFORMING ARTS | $25,000 |
| ROSIE'S HOUSE PHOENIX, AZ | FREE MUSIC ACADEMY FOR CHILDREN | $10,000 |
| SCOTTSDALE ARTS SCOTTSDALE, AZ | PERFORMING & VISUAL ARTS | $155,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Billie Jo Herberger — President & Director
- Michael J. Dempsey — Vice President, Secretary, Treasurer, & Director
- Gregg Hanks — Director
- Judd R. Herberger — Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BILLIE JO HERBERGER | PRESIDENT & DIRECTOR | 0.5 | — |
| MICHAEL J DEMPSEY | VP, SECR., TREAS., & DIREC | 0.75 | — |
| GREGG HANKS | DIRECTOR | 0.1 | — |
Contact Information
- Address: 10881 N Scottsdale Road, Suite 200, Scottsdale, AZ 85254
- Phone: 480-945-2681
- EIN: 86-6050190
Frequently Asked Questions
What does The Herberger Foundation fund?
The foundation gives primarily for the arts and education. Grant programs include: • **Performing Arts** — the largest grant program area • **Arts & Culture** — including visual arts and arts advocacy • **Education** — including youth education and training programs • **Disability Services** — supporting training and performance experiences • **Child Abuse Prevention and Domestic Violence Services**
How do I apply for a grant from The Herberger Foundation?
**Grant Activity (2023-2024):** • Total annual giving: approximately $1.2 million • Number of grants: 24-31 grants annually • Grant range: $3,000 to $250,000 • Median grant amount: $10,000-$15,000 • Giving rate: 71.7%-93.4% of assets **Recent Grantees (2024):** • Scottsdale Arts — $155,000 (Performing & Visual Arts) • Herberger Theater Center — $125,000 (Performing Arts) • The Phoenix Theatre Company and Subsidiary — $125,000 (Performing Arts) **Application Process:** The foundation does not ac…
Where does The Herberger Foundation make grants?
The foundation funds organizations primarily in Arizona, with a concentration in the Scottsdale area and greater Phoenix region.
What size grants does The Herberger Foundation award?
In 2024, The Herberger Foundation awarded 17 grants totaling $761K — an average of about $45K per grant, based on its IRS Form 990 filings.
How much is The Herberger Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Herberger Foundation reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Herberger Foundation's EIN?
The Herberger Foundation's EIN (Employer Identification Number) is 86-6050190. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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