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.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$2.3M
+1393.0% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$336K
+1606.3% YoY
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.
About Herbert Goldsten Trust
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $2,016,992 | $2,173,800 |
| Revenue | $359,437 | $29,358 | $192,841 |
| Expenses | $2,363,615 | $185,513 | $159,372 |
| Qualifying Distributions | $2,353,517 | $160,691 | $133,884 |
| Net Investment Income | $347,375 | $26,308 | $167,892 |
| Distributable Amount | $41,824 | $119,713 | $140,782 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2023
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Jewish Federation of Omaha Foundation ($2,246,425), Jewish Federation of Omaha Inc ($52,500), Beth El Synagogue ($15,855).
| Recipient | Purpose | Amount |
|---|---|---|
| THE JEWISH PRESS OMAHA, NE | GENERAL OPERATING | $7,500 |
| JEWISH FEDERATION OF OMAHA FOUNDATION OMAHA, NE | GENERAL OPERATING | $2,246,425 |
| BETH EL SYNAGOGUE OMAHA, NE | GENERAL OPERATING | $15,855 |
| BETH ISRAEL SYNAGOGUE OMAHA, NE | GENERAL OPERATING | $7,000 |
| JEWISH FEDERATION OF OMAHA INC OMAHA, NE | GENERAL OPERATING | $52,500 |
| THE INSTITUTE FOR HOLOCAUST EDU OMAHA, NE | GENERAL OPERATING | $15,000 |
| JEWISH FAMILY SERVICES NEW YORK, NY | GENERAL OPERATING | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH KIRSHENBAUM | PRESIDENT | 4 | — |
| JANIE MUROW | VICE-PRESIDENT | 4 | — |
| HOWARD J KASLOW | SEC/TREAS. | 4 | — |
| NORMAN VEITZER | VICE-PRESIDENT | 4 | — |
| R0BERT L BELGRADE | VICE-PRESIDENT | 4 | — |
Frequently Asked Questions
Where does Herbert Goldsten Trust operate?
Herbert Goldsten Trust has awarded grants in Nebraska, New York.
What size grants does Herbert Goldsten Trust award?
In 2023, Herbert Goldsten Trust awarded 7 grants totaling $2.3M — an average of about $336K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Herbert Goldsten Trust'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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