Herbert Goldsten Trust
Herbert Goldsten Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2023. In 2023, it awarded 7 grants totaling $2.3M. Net investment income was $347K.
Herbert Goldsten Trust at a glance
In short: Herbert Goldsten Trust gave $2.3M across 7 grants in 2023 (avg $336K), mostly in Nebraska. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $2,349,280
- +1393.0% vs 2022
- Grants made (2023)
- 7
- -12.5% vs 2022
- Average grant
- $335,611
- +1606.3% vs 2022
- Median grant
- $15,000
- Primary geography
- Nebraska (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Herbert Goldsten Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2023
The largest 2023 recipient was Jewish Federation of Omaha Foundation ($2.2M). Together the top 7 received $2.3M.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 24 grants of 29 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 7 itemized grants.
Cities
How Herbert Goldsten Trust gives
- Giving grew 1708% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $130K (2020) to $2.3M (2023). In 2023 it made 7 grants totaling $2.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Omaha Foundation Omaha, NE | General Operating | $2,246,425 |
| Jewish Federation of Omaha Inc Omaha, NE | General Operating | $52,500 |
| Beth El Synagogue Omaha, NE | General Operating | $15,855 |
| The Institute for Holocaust Edu Omaha, NE | General Operating | $15,000 |
| The Jewish Press Omaha, NE | General Operating | $7,500 |
| Beth Israel Synagogue Omaha, NE | General Operating | $7,000 |
| Jewish Family Services New York, NY | General Operating | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $359,437 | $2,363,615 | $2,349,280 | 7 | $2,353,517 | $347,375 | $41,824 |
| 2022 | $2,016,992 | $29,358 | $185,513 | $157,350 | 8 | $160,691 | $26,308 | $119,713 |
| 2021 | $2,173,800 | $192,841 | $159,372 | $130,195 | 7 | $133,884 | $167,892 | $140,782 |
| 2020 | $2,142,699 | $117,591 | $156,273 | $129,905 | 7 | — | $92,593 | $122,689 |
Under IRS private-foundation payout rules, Herbert Goldsten Trust reported a distributable amount of $42K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Herbert Goldsten Trust is led by Joseph Kirshenbaum, President on every filing since 2020; none of the 5 officers listed in 2023 report compensation.
Officers on the 2023 filing
Joseph Kirshenbaum
President
On filings since 2020
4 hrs/week
No compensation reported
Howard J. Kaslow
Secretary & Treasurer
On filings since 2020
4 hrs/week
No compensation reported
Janie Murow
Vice President
On filings since 2020
4 hrs/week
No compensation reported
Norman Veitzer
Vice President
On filings since 2020
4 hrs/week
No compensation reported
R0bert L. Belgrade
Vice President
On filings since 2020
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herbert Goldsten Trust
How much does Herbert Goldsten Trust give each year?
Herbert Goldsten Trust gave $2.3M across 7 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $157K across 8 grants.
What is Herbert Goldsten Trust's typical grant size?
Herbert Goldsten Trust's median grant in 2023 was $15,000, and its average grant was $335,611, across 7 grants on its 2023 IRS Form 990-PF.
Where does Herbert Goldsten Trust give grants?
Herbert Goldsten Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (6 grants).
Does Herbert Goldsten Trust give general operating support?
Yes: 100% of Herbert Goldsten Trust's 2023 grants with a stated purpose (7 of 7) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Herbert Goldsten Trust's largest grantees?
Herbert Goldsten Trust's largest 2023 grantees include Jewish Federation of Omaha Foundation ($2,246,425), Jewish Federation of Omaha Inc ($52,500) and Beth El Synagogue ($15,855), according to its 2023 IRS Form 990-PF. Together they received 99% of its itemized 2023 grant dollars.
How much is Herbert Goldsten Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Herbert Goldsten Trust reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert Goldsten Trust's EIN?
Herbert Goldsten Trust's EIN (Employer Identification Number) is 36-3412270. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- IRS filings on file for fiscal years 2020–2023
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