Herbert & Rosalie Goldberg is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALLINGFORD, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $539K in total assets. In 2024, it awarded 31 grants totaling $51K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$539K
-8.2% YoY
Annual Giving
$51K
+10.8% YoY
Grant Count
31
-49.2% YoY
Avg Grant Size
$2K
+118.0% YoY
Under IRS private-foundation payout rules, Herbert & Rosalie Goldberg reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
About Herbert & Rosalie Goldberg
Based on IRS filings
Herbert & Rosalie Goldberg is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALLINGFORD, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $539K in total assets. In 2024, it awarded 31 grants totaling $51K. Net investment income was $8K.
Focus Areas
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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 | $538,834 | $586,780 | $632,761 |
| Revenue | $17,810 | $21,085 | $16,415 |
| Expenses | $65,756 | $65,952 | $62,798 |
| Qualifying Distributions | $54,762 | $52,688 | $55,000 |
| Net Investment Income | $8,273 | $7,921 | $11,334 |
| Distributable Amount | $46,475 | $43,327 | $48,242 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
173 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include George Snow Scholarship ($20,651), Chrons & Colitis Foundation ($6,015), Trustees of the University of Pennsylvania Wxpn ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOME PORT ALLIANCE FOR THE USS NEW JERSEY INC CAMDEN, NJ | UNRESTRICTED | $225 |
| IMPACT 100 PALM BEACH COUNTY BOCA RATON, FL | UNRESTRICTED | $100 |
| BRYN MAWR FILM INSTITUTE BRYN MAWR, PA | UNRESTRICTED | $1,100 |
| CENTER FOR INQUIRY AMHERST, NY | UNRESTRICTED | $500 |
| CHRONS & COLITIS FOUNDATION NEW YORK, NY | UNRESTRICTED | $6,015 |
| GEORGE SNOW SCHOLARSHIP BOCA RATON, FL | UNRESTRICTED | $20,651 |
| GREATER BOCA RATON CHAMBER OF CONMMERCE INC BOCA RATON, FL | UNRESTRICTED | $100 |
| PHILABUNDANCE BOCA RATON, FL | UNRESTRICTED | $550 |
| PLEDGELING FOUNDATION SAN FRANCISCO, CA | UNRESTRICTED | $275 |
| JR LEAGUE OF BOCA RATON (HOLLY'S DUES) BOCA RATON, FL | UNRESTRICTED | $537 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN GOLDBERG | VICE-PRESIDENT | 1 | — |
| LAURA RAAB | PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herbert & Rosalie Goldberg?
Herbert & Rosalie Goldberg is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALLINGFORD, PA. It holds $539K in total assets as of 2024.
How large is Herbert & Rosalie Goldberg?
As of 2024, Herbert & Rosalie Goldberg holds $539K in total assets with $18K in annual revenue. It awarded 31 grants totaling $51K in 2024.
Where does Herbert & Rosalie Goldberg operate?
Herbert & Rosalie Goldberg has awarded grants in Alabama, California, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia.
What size grants does Herbert & Rosalie Goldberg award?
In 2024, Herbert & Rosalie Goldberg awarded 31 grants totaling $51K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Herbert & Rosalie Goldberg required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert & Rosalie Goldberg reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert & Rosalie Goldberg's EIN?
Herbert & Rosalie Goldberg's EIN (Employer Identification Number) is 30-0127167. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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