The Lebherz Family Foundation is a private grantmaking foundation established in California in 2011. The foundation maintains offices in both San Mateo, California and Phoenix, Arizona. As a 501(c)(3) organization, it operates as a private foundation focused on philanthropic giving across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.1M
-27.0% YoY
Annual Giving
$1.9M
+70.6% YoY
Grant Count
34
+25.9% YoY
Avg Grant Size
$57K
+35.5% YoY
Under IRS private-foundation payout rules, The Lebherz Family Foundation reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds support for educating inner city youth and efforts to break through barriers to help others break the cycle of poverty and improve lives. Its grantmaking focuses on education, human services, and philanthropy/voluntarism.
Grantmaking
The foundation made 23 grants in its most recent reporting year. Grant amounts typically range from $500 to $425,000. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states and cities, including California, Texas, Arizona, New York, and other U.S. locations. It has funded organizations in major urban centers as well as smaller communities.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $24,843,778
- Total Revenues: $1,917,105
- Total Expenses: $1,253,274
- Total Grants Made: $1,944,433 (2024)
As of 2024:
- Total Assets: $18,145,291
- Total Revenues: -$4,630,000
- Total Expenses: $2,070,000
The foundation has no employees and no liabilities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,145,291 | $24,843,778 | $20,794,823 |
| Revenue | $-4,630,408 | $1,917,105 | $356,202 |
| Expenses | $2,068,079 | $1,253,274 | $1,069,533 |
| Qualifying Distributions | $1,954,708 | $1,144,664 | $955,637 |
| Net Investment Income | $2,447,024 | $403,456 | $255,410 |
| Distributable Amount | $1,241,106 | $1,075,189 | $1,407,479 |
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
136 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nativity Prep Academy ($425,000), Mountain View Presbyterian Church ($265,000), Cathedral Catholic High School ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABILITY 360 INC PHOENIX, AZ | 360 IN THE KITCHEN | $12,500 |
| AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DC | GENERAL OPERATING SUPPORT | $61,000 |
| AMERICANSHARE NEW YORK, NY | GENERAL OPERATING SUPPORT | $1,500 |
| AUSTIN ROWING CLUB AUSTIN, TX | GENERAL OPERATING SUPPORT | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION NEW YORK, NY | GENERAL OPERATING SUPPORT | $25,000 |
| CAMPUS MINISTRIES OF FOUNDATIONS CHURCH TEMPE, AZ | GENERAL OPERATING SUPPORT | $3,500 |
| CATHEDRAL CATHOLIC HIGH SCHOOL SAN DIEGO, CA | GENERAL OPERATING SUPPORT | $250,000 |
| CHURCH OF THE SPRINGS DRIPPING SPRINGS, TX | GENERAL OPERATING SUPPORT | $5,000 |
| CICERO INSTITUTE AUSTIN, TX | GENERAL OPERATING SUPPORT | $25,000 |
| COMMUNITY HOUSE SCOTTSDALE, AZ | GENERAL OPERATING SUPPORT | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is led by:
- Philip Lebherz, President
- Sharon Lebherz, Vice President
- Regan Musgrave, Chief Financial Officer
- Dean Westly, Secretary
All leadership serve with minimal compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILIP LEBHERZ | PRESIDENT | 0.1 | — |
| SHARON LEBHERZ | VICE PRESIDENT | 0.1 | — |
| REGAN MUSGRAVE | CFO | 1 | — |
| BENNETT LEBHERZ | SECRETARY | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Lebherz Family Foundation fund?
The foundation primarily funds support for educating inner city youth and efforts to break through barriers to help others break the cycle of poverty and improve lives. Its grantmaking focuses on education, human services, and philanthropy/voluntarism.
How do I apply for a grant from The Lebherz Family Foundation?
The foundation made 23 grants in its most recent reporting year. Grant amounts typically range from $500 to $425,000. Recent grants include: • Curriki: $301,600 (3rd Match To Larry Ellison, Donation To Support Cristo Rey Corporate Work Study Program) • Nativity Prep Academy of San Diego: $122,000 (General Donation) • American Enterprise Institute: $118,000 (General Donation) The foundation's grantees have included Nativity Prep Academy, indicating a focus on educational initiatives serving disa…
Where does The Lebherz Family Foundation make grants?
The foundation supports organizations across multiple states and cities, including California, Texas, Arizona, New York, and other U.S. locations. It has funded organizations in major urban centers as well as smaller communities.
What size grants does The Lebherz Family Foundation award?
In 2024, The Lebherz Family Foundation awarded 34 grants totaling $1.9M — an average of about $57K per grant, based on its IRS Form 990 filings.
How much is The Lebherz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lebherz Family Foundation reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Lebherz Family Foundation's EIN?
The Lebherz Family Foundation's EIN (Employer Identification Number) is 27-3048346. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Lebherz Family Foundation's focus areas in our free grants database
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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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