Isadore & Rose Goldstein

Foundation · Grantmaker Louisville, KY EIN: 61-1272090

Isadore & Rose Goldstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $862K in total assets. In 2025, it awarded 9 grants totaling $30K. Net investment income was $55K.

Key facts about Isadore & Rose Goldstein

In short: Isadore & Rose Goldstein gave $30K across 9 grants in 2025 (avg $3K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
61-1272090
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$29,558
Grants made (2025)
9
Average grant
$3,284
Median grant
$1,000
Total assets
$862,389
Primary geography
Kentucky (83% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$862K

+2.8% YoY

Annual Giving

$30K

+7.3% YoY

Grant Count

9

+50.0% YoY

Avg Grant Size

$3K

-28.5% YoY

Under IRS private-foundation payout rules, Isadore & Rose Goldstein reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.

How Isadore & Rose Goldstein gives

  • Giving fell 51% from 2022 to 2025. Method
  • In 2025 it paid out 47% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

17states

Share of all 9 itemized 2025 grant dollars.

Cities

LouisvilleNew YorkWashingtonOgunquitArlingtonChicagoAlexandriaLos AngelesPhiladelphiaSherman OaksClarksburgDallasFrankfortGilbertsvilleLexingtonRockvilleRye BrookeSouth BerwickTitusvilleWilliamstown

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K76 grants202074 grants202169 grants202210 grants20236 grants20249 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Jewish Federation: $20KJewish Federation$20KCongregation Adath Jeshurun: $3KCongregation Adath Jeshurun$3KJewish Family and Career Services: $2KJewish Family and CareerServices$2KMarginal Way Preservation Fund: $2KMarginal Way Preservation Fund$2KJewish National Fund: $1KJewish National Fund$1KMazon: $1KMazon$1KJewish Institute for National Security of America: $800Jewish Institute for NationalSecurity of America$800Chabad at Elon: $360Chabad at Elon$360Ogunquit Playhouse: $250Ogunquit Playhouse$250

Grant Size Distribution

168 grants across all recorded years

168<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
JEWISH FEDERATION Louisville, KYGENERAL OPERATING FUNDS$20,000
CONGREGATION ADATH JESHURUN Louisville, KYGENERAL OPERATING FUNDS$3,148
JEWISH FAMILY AND CAREER SERVICES Louisville, KYGENERAL OPERATING FUNDS$1,500
MARGINAL WAY PRESERVATION FUND Ogunquit, MEGENERAL OPERATING FUNDS$1,500
JEWISH NATIONAL FUND New York, NYGENERAL OPERATING FUNDS$1,000
MAZON Los Angeles, CAGENERAL OPERATING FUNDS$1,000
JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA Washington, DCGENERAL OPERATING FUNDS$800
CHABAD AT ELON Elon, NCGENERAL OPERATING FUNDS$360
OGUNQUIT PLAYHOUSE Ogunquit, MEGENERAL OPERATING FUNDS$250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K202020212022202320242025
Metric202520242023
Total Assets$862,389$839,008$782,920
Revenue$144,711$101,897$236,639
Expenses$46,972$45,809$46,997
Qualifying Distributions$31,682$29,892$34,599
Net Investment Income$54,763$88,079$206,552
Distributable Amount$67,925$64,590$56,809

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 26, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Isadore & Rose Goldstein is led by David H. Goldstein, President & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David H. Goldstein

    President & Director

    On filings since 2020

    No compensation reported

  • Jonathan W. Goldstein

    Director

    On filings since 2020

    No compensation reported

  • Nicole Goldstein

    Secretary & Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Isadore & Rose Goldstein

How much does Isadore & Rose Goldstein give each year?

Isadore & Rose Goldstein gave $30K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 6 grants.

What is Isadore & Rose Goldstein's typical grant size?

Isadore & Rose Goldstein's median grant in 2025 was $1,000, and its average grant was $3,284, across 9 grants on its 2025 IRS Form 990-PF.

Where does Isadore & Rose Goldstein give grants?

Isadore & Rose Goldstein gives mostly in Kentucky: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maine (6%). The most frequent recipient cities were Louisville, KY (3 grants) and Ogunquit, ME (2 grants).

Does Isadore & Rose Goldstein give general operating support?

Yes: 100% of Isadore & Rose Goldstein's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Isadore & Rose Goldstein's largest grantees?

Isadore & Rose Goldstein's largest 2025 grantees include Jewish Federation ($20,000), Congregation Adath Jeshurun ($3,148) and Jewish Family and Career Services ($1,500), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is Isadore & Rose Goldstein?

Isadore & Rose Goldstein reported $862K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets).

What is Isadore & Rose Goldstein?

Isadore & Rose Goldstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. It holds $862K in total assets as of 2025.

What is Isadore & Rose Goldstein's EIN?

Isadore & Rose Goldstein's EIN (Employer Identification Number) is 61-1272090. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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