STRATEGY STUDIO / PUBLIC DATA EXPLORER

HERZOG BECKMAN FOUNDATION

Cite this

Plain text HERZOG BECKMAN FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/352178648. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). HERZOG BECKMAN FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/352178648

MLA “HERZOG BECKMAN FOUNDATION.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/352178648. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $205K · expenses $107K · assets $1.3M

EIN
35-2178648
Address
PO BOX 634, MILWAUKEE, WI 53201-0634
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2002
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Mark W Jordan V PRES/TTE/SECRETARY/TREASURER2011-2024 $4,952$30,339 3
Sandra L Krabbe (former) TTEE2018-2023 $4,578$30,500 1
Joseph G Krabbe (former) PRESIDENT2011-2023 $4,578$30,499 3

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Stephanie Krabbe Avalos TTEE2024 0 $0 reported 3
Robert J Herzog (former) PRES/TTEE2011-2019 0 $0 reported 1

People by year

2024 · 2 people listed · 1 paid, $5K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK W JORDAN V PRES/TTE/SECRETARY/TREASURER0 $4,952-- $4,9523
STEPHANIE KRABBE AVALOS TTEE0 $0-- $03
2023 · 3 people listed · 3 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH G KRABBE PRESIDENT0 $4,578-- $4,5783
MARK W JORDAN V PRES/TTE/SECRETARY/TREASURER0 $4,578-- $4,5783
SANDRA L KRABBE TTEE0 $4,578-- $4,5781
2022 · 3 people listed · 3 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH G KRABBE PRESIDENT0 $5,878-- $5,8783
MARK W JORDAN V PRES/TTE/SECRETARY/TREASURER0 $5,878-- $5,8783
SANDRA L KRABBE TTEE0 $5,878-- $5,8781
2021 · 3 people listed · 3 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANDRA L KRABBE TTEE0 $5,387-- $5,3871
JOSEPH G KRABBE PRESIDENT0 $5,386-- $5,3863
MARK W JORDAN V PRES/TTE/SECRETARY/TREASURER0 $5,386-- $5,3863
2020 · 3 people listed · 3 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH G KRABBE PRESIDENT0 $5,145-- $5,1453
SANDRA L KRABBE TTEE0 $5,145-- $5,1451
MARK W JORDAN V PRES/TTE/SECRETARY/TREASURER0 $5,144-- $5,1443
2019 · 4 people listed · 3 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH G KRABBE SEC/TR/TEE0 $4,402-- $4,4023
SANDRA L KRABBE TTEE0 $4,402-- $4,4021
MARK W JORDAN V PRES/TTE0 $4,401-- $4,4013
ROBERT J HERZOG PRES/TTEE0 $0-- $01
2018 · 4 people listed · 2 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH G KRABBE SEC/TR/TEE0 $5,110-- $5,1103
SANDRA L KRABBE TTEE0 $5,110-- $5,1101
ROBERT J HERZOG PRES/TTEE0 $0-- $01
MARK W JORDAN V PRES/TTE0 $0-- $03
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J HERZOG PRES/TTEE0 $0-- $01
JOSEPH G KRABBE SEC/TR/TEE0 $0-- $03
MARK W JORDAN V PRES/TTE0 $0-- $03
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J HERZOG PRES/TTEE0 $0-- $01
JOSEPH G KRABBE SEC/TR/TEE0 $0-- $03
MARK W JORDAN V PRES/TTE0 $0-- $03
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J HERZOG PRES/TTEE0 $0-- $01
JOSEPH G KRABBE SEC/TR/TEE0 $0-- $03
MARK W JORDAN V PRES/TTE0 $0-- $03
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J HERZOG PRES/TTEE0 $0-- $01
JOSEPH G KRABBE SEC/TR/TEE0 $0-- $03
MARK W JORDAN V PRES/TTE0 $0-- $03
2012 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J HERZOG PRES/TTEE0 $0-- $01
JOSEPH G KRABBE SEC/TR/TEE0 $0-- $03
MARK W JORDAN V PRES/TTE0 $0-- $03
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J HERZOG PRES/TTEE0 $0-- $01
JOSEPH G KRABBE SEC/TR/TEE0 $0-- $03
MARK W JORDAN V PRES/TTE0 $0-- $03

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 11 grants to organizations · $66K
2023 · 7 grants to organizations · $65K
2022 · 6 grants to organizations · $53K
2021 · 8 grants to organizations · $81K
2020 · 7 grants to organizations · $62K
2019 · 8 grants to organizations · $53K
2018 · 10 grants to organizations · $50K
2016 · 8 grants to organizations · $11K
2015 · 9 grants to organizations · $10K
2014 · 7 grants to organizations · $10K
2013 · 7 grants to organizations · $8K
2012 · 8 grants to organizations · $8K
2011 · 9 grants to organizations · $8K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2018 · 1 contributor · $1.3M
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG IRA Person CINCINNATI, OH $1,287,368$1,171,330 Form 990PF Sch. B, 2018 · filing
2016 · 1 contributor · $24K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG Person CINCINNATI, OH $24,150- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $10K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG Person CINCINNATI, OH $10,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $12K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG Person CINCINNATI, OH $12,000- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $10K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG Person $10,000- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $10K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG Person CINCINNATI, OH $10,000- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $10K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J HERZOG Person CINCINNATI, OH $10,000- Form 990PF Sch. B, 2011 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$205,275$106,847 $1,311,763$1,311,763 $0- $4,952--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$109,672$101,233 $1,213,332$1,213,332 -- $13,734--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$20,672$92,462 $1,205,454$1,205,454 -- $17,634--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$196,604$121,497 $1,277,482$1,277,482 -- $16,159--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$77,875$98,135 $1,202,550$1,202,550 -- $15,434--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$9,685$89,447 $1,224,025$1,224,025 -- $13,205--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,390,591$87,662 $1,304,209$1,304,209 $1,287,368- $10,220--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$24,150$11,956 $13,221$13,221 $24,150- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$10,000$10,969 $1,027$1,027 $10,000- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$12,000$10,466 $1,996$1,996 $12,000- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$10,000$11,117 $462$462 $10,000- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$10,000$9,753 $1,579$1,579 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$10,000$9,920 $1,332$1,332 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ALLGAIER FOUNDATIONWIT20 $212,853$39,406 Director$0 Same NTEE code T20, revenue within 2x, same state
YOUTH FOUNDATION INCWIT20 $202,910$171,315 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JIM B LEMON FOUNDATION INCWIT20 $209,715$284,177 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
HAMILTON FAMILY FOUNDATION INCWIT20 $204,018$229,597 VICE PRESIDENT/DIR$7,000 Same NTEE code T20, revenue within 2x, same state
FRITZ FAMILY FOUNDATION INCWIT20 $218,518$560,872 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
WARDEN FAMILY FOUNDATION INCWIT20 $200,972$166,000 BOARD MEMBER$0 Same NTEE code T20, revenue within 2x, same state
WEYERS FAMILY FOUNDATION INCWIT20 $194,997$183,316 Principal Manager$0 Same NTEE code T20, revenue within 2x, same state
RUEHLOW FAMILY FOUNDATION INCWIT20 $204,893$311,313 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
J VERNON STEINLE AND ELMIRA K STEINLE FOUNDATION INCWIT20 $194,185$298,847 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUSTWIT20 $195,388$165,026 TRUSTEE$13,400 Same NTEE code T20, revenue within 2x, same state
RAYMOND A AND AMELLA P BEILKE TR FOR ST MARYS PARISH DTD 02-15-16WIT20 $205,497$269,362 TRUSTEE$17,151 Same NTEE code T20, revenue within 2x, same state
MIDDLETON BASKETBALL CLUB INCWIT20 $195,560$180,918 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
RAY A & KATHRYN ECKSTEIN CASSVILLE EDCTNL SUPPORT TR UA 12211998WIT20 $197,042$184,385 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ECKMAN FAMILY FOUNDATIONDET20 $208,051$109,430 Dir, Sec, Treas, Pres$0 Same NTEE code T20, revenue within 2x, similar name
HHD FOUNDATIONNYT20 $208,792$99,648 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
BRUNI FOUNDATIONGAT20 $200,000$221,122 CEO$0 Same NTEE code T20, revenue within 2x
HARRY HEIMAN FAMILY FOUNDATIONGAT20 $203,236$243,403 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x
CHU & CHAN FOUNDATIONNJT20 $201,566$215,831 PRESIDENT$0 Same NTEE code T20, revenue within 2x
BURKE & HERBERT BANK FOUNDATIONVAT20 $210,881$1,069,296 Director, President$0 Same NTEE code T20, revenue within 2x
HELD FAMILY FOUNDATIONNET20 $211,466$155,542 PRESIDENT$0 Same NTEE code T20, revenue within 2x
LUZ FOUNDATIONFLT20 $205,201$509,562 PRESIDENT$0 Same NTEE code T20, revenue within 2x
FRYE FOUNDATIONWAT20 $196,298$241,207 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x
IDM FOUNDATIONMIT20 $217,907$231,030 PRESIDENT/TRUSTEE$0 Same NTEE code T20, revenue within 2x
LPF FOUNDATIONFLT20 $218,437$93,231 DIRECTOR$0 Same NTEE code T20, revenue within 2x
BEYER FAMILY FOUNDATIONUTT20 $204,684$252,096 PRESIDENT$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,317,9968 12017–2024 GASOL FOUNDATION
THE CHAN SOON-SHION FAMILY FOUNDATION Private foundation$205,0004 12018–2021 GASOL FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$125,0004 12021–2024 GASOL FOUNDATION
CATANZARITE FAMILY FOUNDATION - IV Private foundation$17,0002 12018–2025 UNION HOME FOUNDATION
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC DAF sponsor$7,1061 12015–2015 GASOL FOUNDATION
BAME FOUNDATION Private foundation$6,5003 12022–2024 RACHEL FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$6,0001 12023–2023 GASOL FOUNDATION
BRENNAN FAMILY FOUNDATION Private foundation$3,0001 12019–2019 RYAN SHAW FOUNDATION
COHEN COMMUNITY FOUNDATION Private foundation$1,0001 12025–2025 UNION HOME FOUNDATION
CARLSON FAMILY LIGHTSHIELD FOUNDATION Private foundation$5001 12022–2022 RACHEL FOUNDATION
THE STEIN FAMILY FUND Private foundation$1001 12024–2024 DAVIES FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $106,847 spent · pay $4,952 · grants $66,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $66,000 61.8%
Fees: other professional $27,054 25.3%
Pay: officers, directors, trustees $4,952 4.6%
Fees: legal $3,664 3.4%
Taxes $3,227 3.0%
Fees: accounting $1,750 1.6%
Other expenses $200 0.2%
Total$106,847100%

View the filing

2023 · Form 990PF · $101,233 spent · pay $13,734 · grants $65,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $65,000 64.2%
Fees: other professional $15,564 15.4%
Pay: officers, directors, trustees $13,734 13.6%
Fees: legal $3,010 3.0%
Fees: accounting $1,500 1.5%
Taxes $1,415 1.4%
Other expenses $1,010 1.0%
Total$101,233100%

View the filing

2022 · Form 990PF · $92,462 spent · pay $17,634 · grants $53,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,000 57.3%
Pay: officers, directors, trustees $17,634 19.1%
Fees: other professional $16,425 17.8%
Taxes $4,625 5.0%
Fees: accounting $500 0.5%
Other expenses $278 0.3%
Total$92,462100%

View the filing

2021 · Form 990PF · $121,497 spent · pay $16,159 · grants $81,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $81,000 66.7%
Fees: other professional $22,236 18.3%
Pay: officers, directors, trustees $16,159 13.3%
Taxes $1,310 1.1%
Fees: accounting $500 0.4%
Other expenses $292 0.2%
Total$121,497100%

View the filing

2020 · Form 990PF · $98,135 spent · pay $15,434 · grants $62,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,000 63.2%
Fees: other professional $19,563 19.9%
Pay: officers, directors, trustees $15,434 15.7%
Fees: accounting $500 0.5%
Other expenses $329 0.3%
Taxes $309 0.3%
Total$98,135100%

View the filing

2019 · Form 990PF · $89,447 spent · pay $13,205 · grants $53,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,000 59.3%
Fees: other professional $19,458 21.8%
Pay: officers, directors, trustees $13,205 14.8%
Taxes $2,981 3.3%
Fees: accounting $500 0.6%
Other expenses $303 0.3%
Total$89,447100%

View the filing

2018 · Form 990PF · $87,662 spent · pay $10,220 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 57.0%
Fees: other professional $17,630 20.1%
Pay: officers, directors, trustees $10,220 11.7%
Fees: legal $8,544 9.7%
Taxes $663 0.8%
Fees: accounting $500 0.6%
Other expenses $105 0.1%
Total$87,662100%

View the filing

2016 · Form 990PF · $11,956 spent · pay $0 · grants $11,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,000 92.0%
Fees: accounting $500 4.2%
Fees: other professional $456 3.8%
Total$11,956100%

View the filing

2015 · Form 990PF · $10,969 spent · pay $0 · grants $10,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,500 95.7%
Fees: other professional $469 4.3%
Total$10,969100%

View the filing

2014 · Form 990PF · $10,466 spent · pay $0 · grants $9,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $9,500 90.8%
Fees: accounting $500 4.8%
Fees: other professional $466 4.5%
Total$10,466100%

View the filing

2013 · Form 990PF · $11,117 spent · pay $0 · grants $8,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,250 74.2%
Fees: accounting $1,500 13.5%
Fees: legal $915 8.2%
Fees: other professional $452 4.1%
Total$11,117100%

View the filing

2012 · Form 990PF · $9,753 spent · pay $0 · grants $8,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,250 84.6%
Fees: legal $649 6.7%
Fees: accounting $500 5.1%
Fees: other professional $354 3.6%
Total$9,753100%

View the filing

2011 · Form 990PF · $9,920 spent · pay $0 · grants $8,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,250 83.2%
Fees: legal $970 9.8%
Fees: accounting $500 5.0%
Fees: other professional $200 2.0%
Total$9,920100%

View the filing