Richard and Ethel Herzfeld
EIN 237230686
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$31.4M
479 grants · $3.9M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$30K
typical mid grants · $15K–$50K
grant size
71%
deep partner · 85/120 multi-year
repeat
$76.2M
Assets (2023)
120
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
RICHARD AND ETHEL HERZFELD FOUNDATI
Phone
(414) 727-1136
Deadlines
FEBRUARY 1, MAY 1, AND AUGUST 1
How to Apply
PRELIMINARY APPLICATIONS CAN BE OBTAINED FROM HERZFELDFOUNDATION.ORG AND SHOULD BE E-MAILED TO MAIL@HERZFELDFOUNDATION.ORG
Restrictions
FUNDING IS RESTRICTED TO WISCONSIN-BASED ORGANIZATIONS WITH AN EMPHASIS ON THOSE THAT BENEFIT THE PEOPLE OF THE GREATER MILWAUKEE AREA.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $3.8M | $73.2M | $556K | 75 |
| 2017 | $4.6M | $79.3M | $3.1M | 74 |
| 2018 | $8.5M | $66.1M | $5.1M | 76 |
| 2019 | $4.7M | $73.8M | $4.1M | 69 |
| 2020 | $3.1M | $81.0M | $4.7M | 54 |
| 2022 | $4.5M | $69.5M | $1.7M | 79 |
| 2023 | $2.3M | $76.2M | $1.5M | 52 |
Grant Size Distribution
Based on 479 grants on record
Minimum
$5K
25th Pctl
$15K
Median
$30K
Average
$66K
75th Pctl
$50K
Maximum
$2.8M
Geographic Distribution
Officers & Directors
Grants Awarded (479 total)
| Purpose | ||||
|---|---|---|---|---|
| Milwaukee Ballet | Milwaukee, WI | $2,800,000 | Capital Campaign | 2018 |
| Milwaukee Art Museum | Milwaukee, WI | $1,015,000 | PHOTOGRAPHY COLLECTION ENDOWMENT AND CURATION | 2017 |
| Milwaukee Repertory Theater | Milwaukee, WI | $1,000,000 | CAPITAL GRANT | 2022 |
| Milwaukee Art Museum | Milwaukee, WI | $1,000,000 | PHOTOGRAPHY COLLECTION ENDOWMENT AND CURATION | 2018 |
| Milwaukee Symphony Orchestra | Milwaukee, WI | $800,000 | CAPITAL | 2019 |
| Marcus Center for the Performing Arts | Milwaukee, WI | $750,000 | CAPITAL IMPROVEMENTS | 2020 |
| Marcus Center for the Performing Ar | Milwaukee, WI | $750,000 | Capital Campaign | 2019 |
| Milwaukee Symphony Orchestra | Milwaukee, WI | $700,000 | CAPITAL | 2018 |
| Uwm Research Foundation Inc | Milwaukee, WI | $500,000 | INNOVATION CAMPUS & CATALYST GRANT PROGRAM | 2016 |
| UWM Research Foundation Inc | Milwaukee, WI | $500,000 | Innovation Campus & Catalyst Grant Program | 2017 |
| Milwaukee Film Inc | Milwaukee, WI | $500,000 | CAPITAL | 2018 |
| UWM Research Foundation Inc | Milwaukee, WI | $500,000 | Innovation Campus & Catalyst Grant Program | 2018 |
| Milwaukee Art Museum | Milwaukee, WI | $333,333 | HERZFELD CENTER FOR PHOTOGRAPHY AND NEW MEDIA | 2016 |
| Milwaukee Ballet | Milwaukee, WI | $300,000 | CAPITAL | 2017 |
| Milwaukee Film Inc | Milwaukee, WI | $250,000 | CAPITAL | 2019 |
| Milwaukee Art Museum | Milwaukee, WI | $250,000 | PHOTOGRAPHY COLLECTION CURATORIAL ENDOWMENT AND MUSEUM OPERATIONS | 2016 |
| Milwaukee Repertory Theater | Milwaukee, WI | $250,000 | "XCREATE IN MILWAUKEE" CAPITAL CAMPAIGN - ENDOWMENT | 2016 |
| Milwaukee Film Inc | Milwaukee, WI | $250,000 | CAPITAL | 2017 |
| Milwaukee Repertory Theater | Milwaukee, WI | $202,000 | GENERAL OPERATIONS | 2020 |
| Florentine Opera Company | Milwaukee, WI | $200,000 | BURN THE NOTE CAMPAIGN | 2018 |
| Imagine Mke Inc | Milwaukee, WI | $200,000 | GENERAL OPERATIONS | 2018 |
| Milwaukee Repertory Theater | Milwaukee, WI | $172,000 | ARTS AND CULTURE - GENERAL OPERATIONS | 2022 |
| Milwaukee Ballet | Milwaukee, WI | $166,666 | CAPITAL GRANT | 2022 |
| Milwaukee Ballet | Milwaukee, WI | $166,666 | NEW NUTCRACKER CAMPAIGN | 2023 |
| Milwaukee Repertory Theater | Milwaukee, WI | $166,666 | CAPITAL IMPROVEMENTS | 2016 |