The Milton H Erickson Foundation Inc
The Milton H Erickson Foundation Inc is a private foundation focused on Mental Health & Crisis Intervention, based in Phoenix, AZ. IRS filing data is available from 2018 through 2026. As of 2026, the organization holds $10.1M in total assets. In 2026, it awarded 2 grants totaling $2K. Net investment income was $546K.
The Milton H Erickson Foundation Inc at a glance
In short: The Milton H Erickson Foundation Inc gave $2K across 2 grants in 2026 (avg $1K), mostly in Arizona. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $2,000
- Grants made (2026)
- 2
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $10,122,329
- +1.2% vs 2025
- Primary geography
- Arizona (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who The Milton H Erickson Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2026 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2026 | $10,122,329 | $1,283,864 | $1,190,879 | $2,000 | 2 | $711,468 | $545,661 |
| 2025 | $10,002,391 | $1,411,576 | $1,117,729 | — | — | $737,715 | $828,233 |
| 2024 | $11,371,183 | $1,211,219 | $1,027,509 | — | — | — | $357,114 |
| 2023 | $10,577,280 | $862,871 | $1,041,417 | — | — | — | $-17,896 |
| 2022 | $10,654,904 | $1,537,870 | $1,169,905 | — | — | — | $211,808 |
| 2021 | $10,312,620 | $1,826,142 | $994,131 | — | — | — | $741,083 |
| 2019 | $6,597,973 | $1,118,746 | $1,437,921 | — | — | — | $109,810 |
| 2018 | $6,836,038 | $3,258,440 | $2,649,147 | — | — | — | $99,499 |
Leadership & Key People
Officers and directors from IRS filings
The Milton H Erickson Foundation Inc is led by Jeffrey K. Zeig, President on every filing since 2018; 1 of 6 officers listed in 2026 is compensated.
Officers on the 2026 filing
Jeffrey K. Zeig
President
On filings since 2018
40 hrs/week
$80K (2018) → $85K (2026)
Helen Erickson
Chairman
Treasurer → Director, 2019
Director → Chairman, 2026
On filings since 2018
5 hrs/week
No compensation reported
Bernard Trenkle
Director
On filings since 2019
5 hrs/week
No compensation reported
Camillo Loriedo
Vice Chair
Director → Vice Chair, 2026
On filings since 2019
5 hrs/week
No compensation reported
Roxanna Erickson-Klein
Secretary & Treasurer
Director → Secretary & Treasurer, 2026
On filings since 2019
5 hrs/week
No compensation reported
J. Charles Theisen
Secretary
On filings since 2023
5 hrs/week
No compensation reported
Former officers (3)
- Former: Chuck Theisen (2019–2022) — Secretary
- Former: Charles Theisen (2018) — Vice President
- Former: Roxanna Erickson (2018) — Secretary
Data from IRS Form 990 filings, 2018–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $85K, to Jeffrey K Zeig (President).
Frequently asked questions about The Milton H Erickson Foundation Inc
How much does The Milton H Erickson Foundation Inc give each year?
The Milton H Erickson Foundation Inc gave $2K across 2 grants in 2026, according to its 2026 IRS Form 990-PF.
How large is The Milton H Erickson Foundation Inc?
The Milton H Erickson Foundation Inc reported $10.1M in total assets on its 2026 IRS Form 990-PF. Its revenue that year was $1.3M.
What is The Milton H Erickson Foundation Inc?
The Milton H Erickson Foundation Inc is a private foundation focused on Mental Health & Crisis Intervention, based in Phoenix, AZ. It holds $10.1M in total assets as of 2026.
Where does The Milton H Erickson Foundation Inc operate?
The Milton H Erickson Foundation Inc has awarded grants in Arizona.
What is The Milton H Erickson Foundation Inc's EIN?
The Milton H Erickson Foundation Inc's EIN (Employer Identification Number) is 95-3560037. IRS Form 990 filing data is available on this page for 2018–2026.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2018 (received by the IRS January 31, 2020)
- Added Form 990 for fiscal year 2019 (received by the IRS February 10, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work The Milton H Erickson Foundation Inc funds
Mental Health & Crisis Intervention Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Milton H Erickson Foundation Inc's focus areas in our free grants database
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