The Hersh Foundation
EIN 752720646
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
$13.2M
340 grants · $1.6M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $5K–$20K
grant size
40%
supporter · 74/183 multi-year
repeat
$21.5M
Assets (2023)
183
Distinct Recipients
About
FORM 990-PF, PART VI-A, LINE 5: SUBSTANTIAL CONTRACTION 1. THE HERSH FOUNDATION TRANSFERRED HALF OF ITS ASSETS TO THE KOZ FOUNDATION PURSUANT TO THE TRANSFER AGREEMENT EFFECTIVE JUNE 30, 2022. 2. WE HAVE ATTACHED THE TRANSFER AGREEMENT TO THE RETURN. 3. GRANTEE: THE KOZ FOUNDATION 8750 N. CENTRAL EXPRESSWAY, SUITE 630 DALLAS, TEXAS 75231 GRANT DATE & AMOUNTS: A TOTAL OF $15,099,276.73 RECEIVED ON 7/01/2022 4. WE HAVE ATTACHED EXHIBIT A TO THE RETURN. PLEASE SEE THE ASSETS TRANSFERRED IN EXHIBIT A, WHICH INCLUDES PUBLICLY TRADED STOCK, BONDS, AND PRIVATE EQUITY.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(972) 432-3842
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $2.0M | $37.1M | $7.3M | 47 |
| 2017 | $3.3M | $36.3M | $431K | 1 |
| 2020 | $3.0M | $28.6M | $524K | 95 |
| 2021 | $2.7M | $32.8M | $1.4M | 68 |
| 2022 | $1.2M | $14.6M | $414K | 60 |
| 2023 | $861K | $21.5M | $12.3M | 69 |
Grant Size Distribution
Based on 340 grants on record
Minimum
$100
25th Pctl
$5K
Median
$10K
Average
$39K
75th Pctl
$20K
Maximum
$3.3M
Geographic Distribution
Texas Counties Served
69.7% of US grants
· Rank #1 of 19 states
$10.0M across
237 grants
9 of 254 counties
Top 9 counties
- 1 Dallas
- 2 Tarrant
- 3 Collin
- 4 Wichita
- 5 Kerr
- 6 Denton
- 7 Harris
- 8 Cooke
- 9 Travis
Officers & Directors
Grants Awarded (340 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attachment a | Irving, TX | $3,313,665 | GENERAL CHARITABLE PURPOSES | 2017 |
| George W Bush Foundation | Dallas, TX | $1,000,000 | $5M ENDOWMENT PLEDGE 2017 | 2020 |
| George W Bush Foundation | Dallas, TX | $1,000,000 | $5M ENDOWMENT PLEDGE 2017 | 2021 |
| Southwestern Medical Foundation | Dallas, TX | $1,000,000 | GENERAL OPERATING EXPENSES | 2016 |
| Weta - Greater Washington Educational Telecommunications Association | Arlington, VA | $375,000 | KEN BURNS DOCUMENTARY | 2020 |
| Weta | Arlington, VA | $375,000 | KEN BURNS FILM $1M INCLUDING ONE MIND | 2021 |
| Dallas Theater Center | Dallas, TX | $265,200 | GENERAL OPERATING EXPENSES | 2016 |
| Ut Southwesternswmf | Dallas, TX | $240,000 | PSYCH TMS/MULTISENSORY ROOM | 2022 |
| Dallas Black Dance Theater | Dallas, TX | $150,000 | ENDOWMENT PLUS PROGRAM SUPPORT | 2021 |
| One Mind | Rutherford, CA | $125,000 | $1M GIFT FOR KEN BURNS FILM W WETA | 2020 |
| One Mind | Rutherford, CA | $125,000 | $1M GIFT FOR KEN BURNS FILM W WETA | 2021 |
| Dallas Black Dance Theater | Dallas, TX | $100,000 | ENDOWMENT PLUS PROGRAM SUPPORT | 2020 |
| Stanford Hoover Institute | Stanford, CA | $100,000 | HOOVER INSTITUTE | 2020 |
| Stanford Hoover Institute | Stanford, CA | $100,000 | HOOVER INSTITUTE | 2021 |
| Stanford Hoover Institute | Stanford, CA | $100,000 | HOOVER INSTITUTE | 2022 |
| Stanford Hoover Institute | Stanford, CA | $100,000 | HOOVER INSTITUTE | 2023 |
| World Affairs Council | Dallas, TX | $100,000 | 5-YR PLEDGE PAID UP FRONT | 2023 |
| World Affairs Council | Dallas, TX | $100,000 | GENERAL OPERATIONS SUPPORT | 2023 |
| George W Bush Presidential Center | Dallas, TX | $100,000 | GENERAL OPERATING EXPENSES | 2016 |
| Stanford Graduate School of Business | Stanford, CA | $100,000 | GENERAL OPERATING EXPENSES | 2016 |
| Episcopal School of Dallas | Dallas, TX | $95,000 | GENERAL OPERATING EXPENSES | 2016 |
| George W Bush Presidential Center | Dallas, TX | $75,000 | $1M PLEDGE IN 2012 | 2020 |
| Dallas Theater Center | Dallas, TX | $62,500 | SUPPORT FOR NEW DEV STAFF | 2020 |
| Dallas Theater Center | Dallas, TX | $62,500 | SUPPORT FOR NEW DEV STAFF | 2021 |
| American Enterprise Institute for Public Policy Research | Washington, DC | $50,000 | ANNUAL PLEDGE | 2020 |