Open Foundations · Wisconsin

Richard and Ethel Herzfeld Foundation Inc

Milwaukee, Wisconsin · EIN 237230686. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $4.2M across 68 grants in 2024, a median of $30K each.

All Wisconsin foundations · All states

$4.2M
paid in 2024
68
grants paid
$30K
median grant
18%
to first-time recipients
$81.5M
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
RICHARD AND ETHEL HERZFELD FOUNDATI
Address
219 N MILWAUKEE ST, MILWAUKEE, WI, 53202
Phone
4147271136
Email
Not stated in the filing
Form the request should take
PRELIMINARY APPLICATIONS CAN BE OBTAINED FROM HERZFELDFOUNDATION.ORG AND SHOULD BE E-MAILED TO [email protected]
Submission deadline
FEBRUARY 1, MAY 1, AND AUGUST 1
Restrictions on awards
FUNDING IS RESTRICTED TO WISCONSIN-BASED ORGANIZATIONS WITH AN EMPHASIS ON THOSE THAT BENEFIT THE PEOPLE OF THE GREATER MILWAUKEE AREA.

As filed on the Form 990-PF for tax year 2024, IRS filing object id 202543219349103799. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The filing states only a general purpose, with nothing specific enough to pull out as recurring language.

Biggest grants in 2024

The 15 largest of the 68 grants paid in 2024, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1Milwaukee Film IncWI$700,000GENERAL OPERATIONS
2Milwaukee BalletWI$301,667GENERAL OPERATIONS
3Milwaukee Repertory TheatherWI$200,000GENERAL OPERATIONS
4First StageWI$155,000GENERAL OPERATIONS
5Milwaukee Symphony OrchestraWI$155,000GENERAL OPERATIONS
6Milwaukee Public MuseumWI$150,000GENERAL OPERATIONS
7Milwaukee Art MuseumWI$140,000GENERAL OPERATIONS
8Teens Grow GreensWI$133,333GENERAL OPERATIONS
9Florentine Opera CompanyWI$110,000GENERAL OPERATIONS
10Imagine MkeWI$100,000GENERAL OPERATIONS
11Next Door FoundationOR$100,000GENERAL OPERATIONS
12Wisconsin Conservatory of MusicWI$100,000GENERAL OPERATIONS
13Milwaukee Institute of Art & DesignWI$92,000GENERAL OPERATIONS
14Neighborhood House of MilwaukeeWI$75,000GENERAL OPERATIONS AND CAPITAL IMPROVEMENTS
15City Year IncWI$65,000GENERAL OPERATIONS

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
202053$3.0M
202168$3.2M
202279$4.5M
202352$2.3M
202468$4.2M

Where the money went

Share of 2024 grant dollars by recipient state
Wisconsin96%
Oregon2%
District of Columbia2%
New York2%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Alexander FraserSECRETARY · 2024
Donna BaumgartnerVICE PRESIDENT · 2024
Fred HabermanPRESIDENT · 2024
Katherine a HeilDIRECTOR · 2024
Rob HenkenEXECUTIVE DIRECTOR · 2024
Sarah HabermanTREASURER · 2024

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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