Barbara Goldberg Memorial Fund

BEVERLY, MA EIN: 04-2702653

Barbara Goldberg Memorial Fund is a private foundation, based in BEVERLY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $316K in total assets. In 2024, it awarded 9 grants totaling $31K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$316K

+22.4% YoY

Annual Giving

$31K

+144.0% YoY

Grant Count

9

+80.0% YoY

Avg Grant Size

$3K

+35.6% YoY

About Barbara Goldberg Memorial Fund

Based on IRS filings

Barbara Goldberg Memorial Fund is a private foundation, based in BEVERLY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $316K in total assets. In 2024, it awarded 9 grants totaling $31K. Net investment income was $20K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BeverlySalemUniversity Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$49K$74K$99K20202021202220232024
Metric202420232022
Total Assets$316,025$258,152$252,109
Revenue$89,650$19,465$35,877
Expenses$31,777$13,422$9,093
Qualifying Distributions$30,500$12,500$8,000
Net Investment Income$19,650$19,465$10,877
Distributable Amount$315$469$401

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$31K4 grants20205 grants20213 grants20225 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

EMILY BALA$10KCLAIRE BREAN$5KEMILY BALA$4KKALI GRACE TRASK$2KBRENDAN BROPHY$2KJUSTIN CHEN$2KCLAIRE PATCH$2KCERYS MURPHY$2KMIA BILOTTI$2K

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM H GOLDBERGMANAGER2

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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