FundersWisconsin

Richard and Ethel Herzfeld

Milwaukee, WI · EIN 23-7230686. Reported 268 grants totalling $14.2M to 92 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$30,000median grant
$14.2Mgranted, 2021-2024
92organizations funded
90%of grantees funded again the next year
$81.5Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Richard and Ethel Herzfeld did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $30,000. Half of everything it gave fell between $20,000 and $50,000; the smallest was $5,000 and the largest $1,000,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$5,000 - $10,000
13 grants
$10,000 - $25,000
70 grants
$25,000 - $50,000
87 grants
$50,000 - $100,000
61 grants
$100,000 and Up
37 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Milwaukee Repertory TheaterMilwaukee, WI$1,344,000322022
Milwaukee Film IncMilwaukee, WI$1,196,500642024
Milwaukee BalletMilwaukee, WI$1,104,999842024
Milwaukee Symphony OrchestraMilwaukee, WI$620,000442024
Milwaukee Art MuseumMilwaukee, WI$553,000542024
Teens Grow GreensMilwaukee, WI$454,399642024
United Community CenterMilwaukee, WI$450,000442024
Florentine Opera CompanyMilwaukee, WI$430,000542024
Arts at LargeMilwaukee, WI$351,666742024
Imagine Mke IncMilwaukee, WI$345,000432024
Milwaukee Public MuseumMilwaukee, WI$300,000332024
Milwaukee Public Library FoundationMilwaukee, WI$260,000542024
Milwaukee Institute of Art & DesignMilwaukee, WI$242,000432024
Marcus Center for the Performing ArtsMilwaukee, WI$225,000442024
Wisconsin Conservatory of MusicMilwaukee, WI$225,000222024
Milwaukee Repertory TheatherMilwaukee, WI$200,000112024
Urban Ecology CenterMilwaukee, WI$198,000542024
Milwaukee Youth Symphony OrchestraMilwaukee, WI$195,000432024
Neighborhood House of MilwaukeeMilwaukee, WI$190,000442024
Coa Youth and Family CentersMilwaukee, WI$185,000442024
College PossibleMilwaukee, WI$185,000332024
Radio for MilwaukeeMilwaukee, WI$180,000542024
First Stage Children's TheaterMilwaukee, WI$175,000322022
Next Door FoundationMilwaukee, WI$175,000222022
Betty Brinn Children's MuseumMilwaukee, WI$170,000442024
First StageMilwaukee, WI$155,000112024
Skylight Music TheatreMilwaukee, WI$155,000442024
Wisconsin Policy ForumMilwaukee, WI$152,500542024
Near West Side PartnersMilwaukee, WI$150,000332024
Renaissance TheaterworksMilwaukee, WI$150,000542024
Silver Spring Neighborhood CenterMilwaukee, WI$150,000332024
City Year IncMilwaukee, WI$140,000222024
YMCA of Greater MilwaukeeMilwaukee, WI$140,000442024
Storyville Center for the Spoken WordNew York, NY$135,000542024
Next Act TheatreMilwaukee, WI$130,000432024
Sharp Literacy IncMilwaukee, WI$125,000442024
Create WiMadison, WI$120,000432024
Artists Working in EducationMilwaukee, WI$115,000442024
DanceworksMilwaukee, WI$105,000442024
City Year MilwaukeeMilwaukee, WI$100,000112021
Next Door FoundationHood River, OR$100,000112024
YWCA of Southeast WisconsinMilwaukee, WI$100,000222024
Milwaukee Chamber TheatreMilwaukee, WI$95,000322022
Black Arts MkeMilwaukee, WI$90,000332024
Literacy LabWashington, DC$90,000332024
Running Rebels Community OrganizationMilwaukee, WI$90,000332024
True SkoolMilwaukee, WI$90,000332024
Penfield Children's CenterMilwaukee, WI$80,000442024
Milwaukee Christian CenterMilwaukee, WI$75,000332024
Woodland PatternMilwaukee, WI$75,000442024
Milwaukee TurnersMilwaukee, WI$70,000332024
Wild Space Dance CompanyMilwaukee, WI$65,500442024
Menomonee Valley PartnersMilwaukee, WI$60,000332024
Milwaukee Downtown IncMilwaukee, WI$60,000332023
Milwaukee Parks FoundationWauwatosa, WI$60,000332024
Riverworks Development CorporationMilwaukee, WI$60,000332024
Lynden IncMilwaukee, WI$59,500222022
Present MusicMilwaukee, WI$55,000332024
YMCA of Southeast WisconsinMilwaukee, WI$50,000112022
La Familia De ArteMilwaukee, WI$45,000332024
Pearls for Teen GirlsMilwaukee, WI$45,000222022
Islands of BrillianceMilwaukee, WI$42,500332024
Charles Allis-Villa Terrace MuseumsMilwaukee, WI$40,000222023
Optimist TheaterMilwaukee, WI$35,000322022
Early Music NowMilwaukee, WI$30,000222024
Historic Milwaukee IncMilwaukee, WI$30,000332024
LEAD2CHANGEMilwaukee, WI$30,000222024
Lynden Sculpture GardenMilwaukee, WI$30,000222024
Medical College of Wisconsin - Reach Out and Read IncMilwaukee, WI$30,000112021
Pink Umbrella Theater CompanyMilwaukee, WI$30,000332024
Sculpture MilwaukeeMilwaukee, WI$30,000112021
Schiltz Audubon Nature CenterMilwaukee, WI$27,000112024
Bradley Family FoundationMilwaukee, WI$25,000112021
Frank Lloyd Wright's Burnham Block IncMilwaukee, WI$25,000112024
Public Allies WiMilwaukee, WI$25,000112024
John Michael Kohler Arts CenterSheboygan, WI$22,500222022
Racine Art MuseumRacine, WI$22,500222022
Ex FabulaMilwaukee, WI$20,000222024
Frank Lloyd Wright Wi Heritage Tourism Program IncMadison, WI$20,000112022
La CausaMilwaukee, WI$20,000112021
Milwaukee World Festival IncMilwaukee, WI$20,000112024
Northwest Side Community Development CorporationMilwaukee, WI$20,000112022
Optimist TheatreMilwaukee, WI$20,000222024
America Player's TheaterSpring Green, WI$18,000112024
American Players TheatreSpring Green, WI$18,000222022
Feast of CrispianMilwaukee, WI$15,000112022
Milwaukee Press Club EndowmentNorth Prairie, WI$15,000112024
Public Allies WisconsinMilwaukee, WI$15,000112022
Studio K FlamencoMilwaukee, WI$15,000332023
Friends of Schlitz Audubon Nature CenterMilwaukee, WI$14,000112022
Friends of PBS Wisconsin IncMadison, WI$10,000112024
Joy EngineMilwaukee, WI$10,000222024

71 of 92 (77%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 90%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 175 grants where we could identify the organization. These are assigned categories, not our guesses.

Arts & Culture
107 grants
Human Services
20 grants
Community Improvement
13 grants
Environment
9 grants
Food & Nutrition
6 grants
Education
5 grants
Youth Development
5 grants
Housing & Shelter
3 grants

Giving by year

Tax yearGrantsTotalMedian grant
202169$3,260,400$33,000
202279$4,490,832$30,000
202352$2,310,832$30,000
202468$4,154,500$30,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 98% of this one's giving went to organizations in Wisconsin. If you are outside its footprint, that matters more than how well your programme fits.

Wisconsin
$13.9M
New York
$135K
Oregon
$100K
District of Columbia
$90K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Greater Milwaukee Foundation Inc61 shared recipientsFidelity Investments Charitable Gift Fund47 shared recipientsAmerican Endowment Foundation41 shared recipientsDonor Advised Charitable Giving Inc36 shared recipientsUnited Way of Greater Milwaukee &33 shared recipientsBert L and Patricia S Steigleder Charitable29 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $30,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Wisconsin.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Richard and Ethel Herzfeld's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 219 N Milwaukee Street 7 Fl, Milwaukee, WI, 53202. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 23-7230686 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.