Barbara Goldberg Memorial Fund
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
Under IRS private-foundation payout rules, Barbara Goldberg Memorial Fund reported a distributable amount of $315 for 2024 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Emily Bala ($10,000), Claire Brean ($5,000), Emily Bala ($3,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CLAIRE BREAN BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $5,000 |
| KALI GRACE TRASK BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $2,000 |
| BRENDAN BROPHY BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $2,000 |
| JUSTIN CHEN BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $2,000 |
| CLAIRE PATCH BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $2,000 |
| CERYS MURPHY BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $2,000 |
| EMILY BALA BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $10,000 |
| EMILY BALA BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $3,500 |
| MIA BILOTTI BEVERLY, MA | EDUCATION - COLLEGE SCHOLARSHIP | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM H GOLDBERG | MANAGER | 2 | — |
Frequently Asked Questions
How large is Barbara Goldberg Memorial Fund?
As of 2024, Barbara Goldberg Memorial Fund holds $316K in total assets with $90K in annual revenue. It awarded 9 grants totaling $31K in 2024.
Where does Barbara Goldberg Memorial Fund operate?
Barbara Goldberg Memorial Fund has awarded grants in Massachusetts, Pennsylvania.
What size grants does Barbara Goldberg Memorial Fund award?
In 2024, Barbara Goldberg Memorial Fund awarded 9 grants totaling $31K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Barbara Goldberg Memorial Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barbara Goldberg Memorial Fund reported a distributable amount of $315 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barbara Goldberg Memorial Fund's EIN?
Barbara Goldberg Memorial Fund's EIN (Employer Identification Number) is 04-2702653. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Barbara Goldberg Memorial Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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