Lebherz Family Foundation
- Assets
- $25.5m
- Revenue
- $3.0m
- Investments
- $25.1m
- Employees
- 0
- Location
- San Mateo, CA
- Founding
- 06/2011
- Data as of
- 12/2021
- EIN
- 27-3048346
Organization Overview
Lebherz Family Foundation is located in San Mateo, CA. The organization was established in 2011. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lebherz Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Lebherz Family Foundation generated $3.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.4% each year . All expenses for the organization totaled $1.2m during the year ending 12/2021. While expenses have increased by 8.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Lebherz Family Foundation has awarded 180 individual grants totaling $5,149,621. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Philip Lebherz President | 0 | $0 | |
Sharon Lebherz Director | 0 | $0 | |
Regan Musgrave CFO | 0 | $0 | |
Dean Westly Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,458,506 |
| Interest on Savings | $0 |
| Dividends & Interest | $435,311 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,122,092 |
| Capital Gain Net Income | $1,122,092 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,015,909 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $67,629 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,896 |
| Total operating and administrative expenses | $190,801 |
| Contributions, gifts, grants paid | $1,042,027 |
| Total expenses and disbursements | $1,232,828 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $152,661 |
| Savings and temporary cash investments | $273,541 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $23,250,123 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $25,524,074 |
| Accounts payable and accrued expenses | $6,550 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $6,550 |
Grants Awarded
Over the last fiscal year, Lebherz Family Foundation has awarded $1,042,027 in support to 31 organizations.
| Grant Recipient | Amount |
|---|---|
STAND TOGETHER PURPOSE: SUPPORT EFFORTS TO BREAK THROUGH BARRIERS TO HELP OTHERS BREAK THE CYCLE OF POVERTY AND IMPROVE LIVES | $232,500 |
Los Angeles, CA PURPOSE: DONATION IN SUPPORT OF LEONARD D. SCHAEFFER CENTER FOR HEALTH POLICY & ECONOMICS | $200,000 |
NATIVITY PREP ACADEMY PURPOSE: SUPPORT FOR EDUCATING INNER CITY YOUTH | $170,000 |
Cupertino, CA PURPOSE: TO PROVIDE QUALITY EDUCATIONAL MATERIALS THAT BENEFIT TEACHERS, PARENTS, AND STUDENTS GLOBALLY | $150,000 |
Austin, TX PURPOSE: TO PROVIDE EDUCATIONAL SERVICES TO THE PEOPLE OF TEXAS AND TO THE UNITED STATES GENERALLY | $75,000 |
Oceanside, CA PURPOSE: OUR CUPBOARDS ARE BARE CAMPAIGN | $35,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |