The Herberger Foundation

Private foundation · Grantmaker Scottsdale, AZ EIN: 86-6050190

The Herberger Foundation is a private foundation based in Scottsdale, Arizona. Its 2025 filing is marked as a final return and states that the foundation distributed all remaining assets to public charities during 2025 and was dissolved under Arizona law; it therefore appears to have wound down and stopped grantmaking.

The Herberger Foundation at a glance

In short: The Herberger Foundation gave $1.0M across 9 grants in 2025 (avg $113K), mostly in Arizona. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$1,017,222
+33.7% vs 2024
Grants made (2025)
9
-47.1% vs 2024
Average grant
$113,025
+152.5% vs 2024
Median grant
$125,000
Primary geography
Arizona (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to The Herberger Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Because the foundation’s 2025 filing is marked final and states that it was dissolved, this is not a current application opportunity.

Contact

Mailing address: 8585 E Hartford Drive 200, Scottsdale, AZ 85255
Phone: (480) 945-2681

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Herberger Foundation funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Herberger Theater Center: $210KHerberger Theater Center$210KThe Phoenix Theatre Company: $210KThe Phoenix Theatre Company$210KScottsdale Arts: $175KScottsdale Arts$175KValley Youth Theater: $175KValley Youth Theater$175KArizona Opera: $125KArizona Opera$125KChildsplay Inc: $100KChildsplay Inc$100KKids in Focus: $10KKids in Focus$10KRosie's House: $10KRosie's House$10KMen's Second Chance Living: $2KMen's Second Chance Living$2K

The largest 2025 recipient was Herberger Theater Center ($210K). Together the top 9 received $1.0M.

Grant Size Distribution

105 grants across all recorded years

71<$50K5$50–100K28$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 71 grants of 105 (68%).

Geographic Focus

Where this funder awards grants

The listed 2025 grants went to organizations in Arizona and Idaho. Eight listed grantees were in Arizona and one was in Idaho.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

PhoenixScottsdaleTempeLa JollaPeoriaSalt Lake CitySun ValleyKetchumMayerHaileyLitchfield ParkLos AngelesRyeSan DiegoVistaWest Palm Beach

How The Herberger Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out well above 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

$0$500K$1M$1.5M27 grants2020 26 grants2021 29 grants2022 24 grants2023 17 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $761K (2024) to $1.4M (2020). In 2025 it made 9 grants totaling $1.0M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Herberger Theater Center Phoenix, AZPerforming Arts$210,161
The Phoenix Theatre Company Phoenix, AZPerforming Arts$210,161
Scottsdale Arts Scottsdale, AZPerforming & Visual Arts$175,000
Valley Youth Theater Phoenix, AZPerforming Arts for Youth$175,000
Arizona Opera Phoenix, AZPerforming Arts$125,000
Childsplay Inc Tempe, AZPerforming Arts Whose Chosen Audience Is Children$100,000
Kids in Focus Phoenix, AZPhotography Programs for Underprivileged Youth$10,000
Rosie's House Phoenix, AZFree Music Academy for Children$10,000
Men's Second Chance Living Hailey, IDProvide men in addiction recovery with the resources they need to rebuild their lives and maintain a clean and sober lifestyle.$1,900
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Financial History

Multi-year comparison from IRS filings

The 2025 filing states that all remaining assets were distributed to public charities during that year.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025—$9,851$1,039,290$1,017,2229$1,028,332—$8,905
2024$1,029,441$603,169$811,228$761,00017$772,703$569,644$51,426
2023$1,237,500$428,849$1,204,721$1,156,00024$1,166,192$400,320$80,188
2022$2,013,372$825,725$1,143,493$1,126,00029$1,126,194$818,426$130,904
2021$2,331,140$818,080$1,306,233$1,263,00026$1,266,214$788,061$184,099
2020$2,819,293$853,953$1,405,303$1,369,00027—$822,233$208,202

Under IRS private-foundation payout rules, The Herberger Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing says it conducts no direct charitable activities and makes no program-related investments. Its 2025 grants included support for performing and visual arts, theatre for young audiences, youth photography and music programs, and sober housing and recovery services.

Grantee descriptions provide additional context: Scottsdale Arts says its mission is to create arts experiences and cultural initiatives that engage the community. Childsplay says it creates theatre and learning experiences to inspire young minds. Kids in Focus describes its work as helping youth overcome adversity through mentorship-based photography and life-skills development. Men’s Second Chance Living says it provides safe, affordable sober housing and support services to men living with addiction.

Grantmaking

In 2025, the foundation reported 9 grants totaling $1,017,222. Grant amounts ranged from $1,900 to $210,161, with a median grant of $125,000. The largest grants included $210,161 each to Herberger Theater Center and The Phoenix Theatre Company for performing arts; $175,000 to Scottsdale Arts for performing and visual arts; $175,000 to Valley Youth Theater for performing arts for youth; and $125,000 to Arizona Opera for performing arts. Other grants included $100,000 to Childsplay for performing arts for children, $10,000 to Kids in Focus for photography programs for underprivileged youth, $10,000 to Rosie’s House for a free music academy for children, and $1,900 to Men’s Second Chance Living for resources for men in addiction recovery.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Billie Jo Herberger as president and director, Michael J. Dempsey as vice president, secretary, treasurer, and director, and Gregg Hanks as director.

The Herberger Foundation is led by Billie Jo Herberger, President & Director since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Billie Jo Herberger

    President & Director

    Vice President & Director → President & Director, 2022

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Gregg Hanks

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Michael J. Dempsey

    Vice President, Secretary, Treasurer & Director

    On filings since 2020

    0.8 hrs/week

    No compensation reported

Former officers (1)
  • Former: Judd R. Herberger (2020–2021) — President & Director -

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 The Herberger Foundation

How much does The Herberger Foundation give each year?

The Herberger Foundation gave $1.0M across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $761K across 17 grants.

What is The Herberger Foundation's typical grant size?

The Herberger Foundation's median grant in 2025 was $125,000, and its average grant was $113,025, across 9 grants on its 2025 IRS Form 990-PF.

Where does The Herberger Foundation give grants?

The Herberger Foundation gives mostly in Arizona: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Phoenix, AZ (6 grants).

Does The Herberger Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on The Herberger Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Performing Arts" (3 grants).

Who are The Herberger Foundation's largest grantees?

The Herberger Foundation's largest 2025 grantees include Herberger Theater Center ($210,161), The Phoenix Theatre Company ($210,161) and Scottsdale Arts ($175,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.

What does The Herberger Foundation fund?

The foundation’s filing says it conducts no direct charitable activities and makes no program-related investments. Its 2025 grants included support for performing and visual arts, theatre for young audiences, youth photography and music programs, and sober housing and recovery services. See mission & focus areas ↑

How do I apply for a grant from The Herberger Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is The Herberger Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Herberger Foundation reported a distributable amount of $9K 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 2020–2025.

Does The Herberger 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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Herberger 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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