Herbert Goldsten Trust

Foundation · Grantmaker Milwaukee, WI EIN: 36-3412270

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.

Key facts about Herbert Goldsten Trust

EIN: 36-3412270
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $2,349,280
Grants made (2023): 7
Average grant: $335,611
Median grant: $15,000
Primary geography: Nebraska (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Herbert Goldsten Trust funds

By grant dollars, the top recipient states for Herbert Goldsten Trust's 7 itemized 2023 grants were Nebraska (100%). The most frequent recipient cities were Omaha, NE (6 grants). 100% of grants with a stated purpose were for general or operating support.

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.

Next steps with Herbert Goldsten Trust

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Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2.3M

+1393.0% YoY

Grant Count

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $2.3M (100%)

New York $5K (0%)

Share of all 7 itemized 2023 grant dollars.

States

Nebraska New York

Cities

OmahaNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2023

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 recipients include Jewish Federation of Omaha Foundation ($2,246,425), Jewish Federation of Omaha Inc ($52,500), Beth El Synagogue ($15,855).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2023 IRS 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.