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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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—
Grants
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Total Given
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Total Given
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Assets
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Sulphur Springs Valley Electric
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Assets
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Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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