Private Foundation

RICHARD AND ETHEL HERZFELD FOUNDATION INC

RICHARD AND ETHEL HERZFELD FOUNDATION INC, of MILWAUKEE, WI, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $8.8M in revenue, $4.8M in expenses, $81.5M in total assets. IRS filings disclose 546 grants awarded by this foundation, totaling roughly $36.4M.

EIN: 237230686 MILWAUKEE, WI Latest filing: 2024
Total Revenue$8.8M
Total Expenses$4.8M
Total Assets$81.5M
Grants Given546
Grant Total$36.4M
Filing Years2019–2024

Sample Grants Given

MILWAUKEE FILM INC
MILWAUKEE, WI · 2024
GENERAL OPERATIONS
$700,000
MILWAUKEE BALLET
MILWAUKEE, WI · 2024
GENERAL OPERATIONS
$301,667
MILWAUKEE REPERTORY THEATHER
MILWAUKEE, WI · 2024
GENERAL OPERATIONS
$200,000
FIRST STAGE
MILWAUKEE, WI · 2024
GENERAL OPERATIONS
$155,000
MILWAUKEE SYMPHONY ORCHESTRA
MILWAUKEE, WI · 2024
GENERAL OPERATIONS
$155,000

Showing up to 5 of 546 total records — full history available with membership.

Officers & Directors

SECRETARY Alexander Fraser
VICE PRESIDENT Donna Baumgartner
PRESIDENT Fred Haberman
DIRECTOR Katherine A Heil
EXECUTIVE DIRECTOR Rob Henken
TREASURER Sarah Haberman

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATIONS
$8,043,276 152 grants
Capital Campaign
$3,550,000 2 grants
CAPITAL
$3,350,000 8 grants
PHOTOGRAPHY COLLECTION ENDOWMENT AND CURATION
$3,030,000 3 grants
Innovation Campus & Catalyst Grant Program
$1,500,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $8.8M $4.8M $81.5M
2023 $1.5M $2.9M $76.2M
2022 $1.7M $5.3M $69.5M
2020 $4.7M $4.1M $81.0M
2019 $4.1M $5.6M $73.8M

Between 2019 and 2024, reported annual revenue grew from $4.1M to $8.8M (+113%), with total assets most recently reported at $81.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, NY, OR, WI.

DCNYORWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for RICHARD AND ETHEL HERZFELD FOUNDATION INC

Complete financials, all 546 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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