Jackson & Irene Golden 1989 Charitable Trust
The Jackson & Irene Golden 1989 Charitable Trust is based in Boston, Massachusetts, and its filing type is 990T. Its 2025 grants supported organizations working in areas including community services, education, health, Jewish community and Israel-related activities, child welfare, legal assistance, social justice, and conservation.
Key facts about Jackson & Irene Golden 1989 Charitable Trust
In short: Jackson & Irene Golden 1989 Charitable Trust gave $745K across 53 grants in 2025 (avg $14K), mostly in Massachusetts. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 04-3150178
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $745,000
- Grants made (2025)
- 53
- Average grant
- $14,057
- Median grant
- $10,000
- New grantees (estimate)
- 26% first-time grantees (14 of 53, 2025)
- Total assets
- $7,167,470
- Primary geography
- Massachusetts (81% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Quick answers about Jackson & Irene Golden 1989 Charitable Trust
How much does Jackson & Irene Golden 1989 Charitable Trust give each year?
Jackson & Irene Golden 1989 Charitable Trust gave $745K across 53 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $629K across 42 grants.
What is Jackson & Irene Golden 1989 Charitable Trust's typical grant size?
Jackson & Irene Golden 1989 Charitable Trust's median grant in 2025 was $10,000, and its average grant was $14,057, across 53 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jackson & Irene Golden 1989 Charitable Trust that year got $8K on average.
Where does Jackson & Irene Golden 1989 Charitable Trust give grants?
Jackson & Irene Golden 1989 Charitable Trust gives mostly in Massachusetts: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (17%). The most frequent recipient cities were Boston, MA (21 grants), New York, NY (5 grants), Nantucket, MA (3 grants) and Brockton, MA (2 grants).
Does Jackson & Irene Golden 1989 Charitable Trust give general operating support?
Yes: 96% of Jackson & Irene Golden 1989 Charitable Trust's 2025 grants with a stated purpose (51 of 53) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jackson & Irene Golden 1989 Charitable Trust's largest grantees?
Jackson & Irene Golden 1989 Charitable Trust's largest 2025 grantees include United Way of Greater Plymouth ($75,000), Anti Defamation League ($50,000) and Brandeis University ($50,000), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is Jackson & Irene Golden 1989 Charitable Trust?
Jackson & Irene Golden 1989 Charitable Trust reported $7.2M in total assets on its 2025 IRS Form 990-PF. It paid out $815K in qualifying distributions that year, against a required minimum of $834K (roughly 5% of its investment assets).
Is Jackson & Irene Golden 1989 Charitable Trust open to new grantees?
26%
first-time grantees, 2025
In 2025, 14 of 53 grantees (26%) were first-time recipients. First grants averaged $8K; repeat grants $16K. How we count
Medians: $10K first-time, $10K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Jackson & Irene Golden 1989 Charitable Trust
- How to evaluate Jackson & Irene Golden 1989 Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.2M
+9.2% YoY
Annual Giving
$745K
+18.5% YoY
Grant Count
53
+26.2% YoY
Avg Grant Size
$14K
-6.1% YoY
Under IRS private-foundation payout rules, Jackson & Irene Golden 1989 Charitable Trust reported a distributable amount of $834K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants went to a varied group of organizations. For example, Brandeis University describes its mission as advancing the humanities, arts, and sciences and providing a broad liberal arts education. Friends of the Israel Defense Forces says it supports the health, well-being, and education of Israel’s protectors; Birthright Israel Foundation says it raises funds for educational trips to Israel for young Jewish adults. Other 2025 recipients include Massachusetts Children’s Alliance, which says it works to help victims of child abuse, and Nantucket Conservation Foundation, which says it protects and stewards land and coastal resources.
Grantmaking
In 2025, the trust reported 53 grants totaling $745,000. Grants ranged from $3,000 to $75,000, with a median of $10,000. Among the largest awards were $75,000 to United Way of Greater Plymouth; $50,000 each to Anti-Defamation League and Brandeis University; $35,000 to JDC; and $30,000 each to American Friends of Magen David and Friends of the Israel Defense Forces. These grants were reported for general and unrestricted purposes. The trust also awarded $20,000 to The Vilna Shul for a scholarship fund.
Review Cycle
is provided.
How to Apply
, application materials, or deadline is provided.
Ready to take the next step with Jackson & Irene Golden 1989 Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2025, 81% of grant dollars went to recipients in Massachusetts, 17% to New York, and 1% to Pennsylvania.
Grant Distribution by State
Share of all 53 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Grant count |
|---|---|---|
| 2025 | $745,000 | 53 |
| 2024 | $628,500 | 42 |
| 2023 | $786,000 | 44 |
The 2023 filing narrative reports $628,500 in current-year 50% contributions, $2,777,982 in carryover from prior years, and $3,210,380 in excess 50% charitable contributions carried over to future years. These filing figures are distinct from the reported 2023 grant total.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,167,470 | $6,561,129 | $6,384,029 |
| Revenue | $1,224,087 | $1,073,132 | $880,546 |
| Expenses | $990,477 | $903,545 | $955,900 |
| Qualifying Distributions | $815,256 | $694,621 | $845,271 |
| Net Investment Income | $1,181,675 | $990,803 | $806,119 |
| Distributable Amount | $834,342 | $818,124 | $776,003 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 1, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 18, 2026)
- IRS filings on file for fiscal years 2020–2025
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 2025
Grant Size Distribution
200 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF GREATER PLYMOUTH Brockton, MA | GENERAL & UNRESTRICTED | $75,000 |
| ANTI DEFAMATION LEAGUE Boston, MA | GENERAL & UNRESTRICTED | $50,000 |
| BRANDEIS UNIVERSITY Plymouth, MA | GENERAL & UNRESTRICTED | $50,000 |
| JDC New York, NY | GENERAL & UNRESTRICTED | $35,000 |
| AMERICAN FRIENDS OF MAGEN DAVID New York, NY | GENERAL & UNRESTRICTED | $30,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES New York, NY | GENERAL & UNRESTRICTED | $30,000 |
| BIRTHRIGHT ISRAEL FOUNDATION New York, NY | GENERAL & UNRESTRICTED | $25,000 |
| JEWISH FAMILY AND CHILDREN SERVICES Waltham, MA | GENERAL AND UNRESTRICTED | $25,000 |
| BOWDOIN STREET HEALTH CENTER Boston, MA | GENERAL & UNRESTRICTED | $22,000 |
| BOSTON UNIVERSITY CENTER FOR Boston, MA | GENERAL & UNRESTRICTED | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Donald L. Shulman (“TRUSTT”), Andrew D. Rothstein (trustee), Jamie Golden (trustee), and Michelle Porter (“TRUSTEEE”).
Jackson & Irene Golden 1989 Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrew D. Rothstein
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jamie Golden
Trustee
On filings since 2020
1 hr/week
No compensation reported
Donald L. Shulman
Trustt
On filings since 2020
1 hr/week
No compensation reported
Michelle Porter
Trusteee
On filings since 2020
1 hr/week
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.
Contact
Mailing address: 1 Post Office Square Fl 25, Boston, MA 02109-2115
Phone: (617) 482-1776
Website: https://fidelitycharitable.org
Frequently Asked Questions
What does Jackson & Irene Golden 1989 Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to a varied group of organizations. For example, Brandeis University describes its mission as advancing the humanities, arts, and sciences and providing a broad liberal arts education. Friends of the Israel Defense Forces says it supports the health, well-being, and education of Israel’s protectors; Birthright Israel Foundation says it raises funds for educational trips to Israel for young Jewish adults. Other 2025 recipients …
How do I apply for a grant from Jackson & Irene Golden 1989 Charitable Trust?
In 2025, the trust reported 53 grants totaling $745,000. Grants ranged from $3,000 to $75,000, with a median of $10,000. Among the largest awards were $75,000 to United Way of Greater Plymouth; $50,000 each to Anti-Defamation League and Brandeis University; $35,000 to JDC; and $30,000 each to American Friends of Magen David and Friends of the Israel Defense Forces. These grants were reported for general and unrestricted purposes. The trust also awarded $20,000 to The Vilna Shul for a scholarshi…
What is Jackson & Irene Golden 1989 Charitable Trust's EIN?
Jackson & Irene Golden 1989 Charitable Trust's EIN (Employer Identification Number) is 04-3150178. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.