Joseph & Ruth Goldberg Memorial Tr

BEATRICE, NE EIN: 47-6147422

Joseph & Ruth Goldberg Memorial Tr is a private foundation focused on Education, based in BEATRICE, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $51K in total assets. In 2024, it awarded 8 grants totaling $3K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$51K

+7.6% YoY

Annual Giving

$3K

+200.0% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$375

+50.0% YoY

Under IRS private-foundation payout rules, Joseph & Ruth Goldberg Memorial Tr reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph & Ruth Goldberg Memorial Tr

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $10K (100%)

States

Nebraska

Cities

BeatriceWymore

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$50,839	$47,232	$46,789
Revenue	$7,796	$2,116	$6,669
Expenses	$4,189	$1,673	$2,750
Qualifying Distributions	$3,330	$1,660	$2,250
Net Investment Income	$1,867	$2,103	$919
Distributable Amount	$2,197	$1,998	$2,143

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jaidyn Allingotn ($500), Alexa Jelinek ($500), Kiera Paquette ($500).

Recipient	Purpose	Amount
CHESNEY BUHR BEATRICE, NE	SCHOLARSHIP	$250
BREANNA CHAPMAN BEATRICE, NE	SCHOLARSHIP	$250
SONIA BENAVIDES BEATRICE, NE	SCHOLARSHIP	$250
GRACE IDEUS BEATRICE, NE	SCHOLARSHIP	$250
JAIDYN ALLINGOTN WYMORE, NE	SCHOLARSHIP	$500
ALEXA JELINEK BEATRICE, NE	SCHOLARSHIP	$500
KIERA PAQUETTE BEATRICE, NE	SCHOLARSHIP	$500
ELLIE JURGENS BEATRICE, NE	SCHOLARSHIP	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Joseph & Ruth Goldberg Memorial Tr?

Joseph & Ruth Goldberg Memorial Tr is a private foundation focused on Education, based in BEATRICE, NE. It holds $51K in total assets as of 2024.

How large is Joseph & Ruth Goldberg Memorial Tr?

As of 2024, Joseph & Ruth Goldberg Memorial Tr holds $51K in total assets with $8K in annual revenue. It awarded 8 grants totaling $3K in 2024.

Where does Joseph & Ruth Goldberg Memorial Tr operate?

Joseph & Ruth Goldberg Memorial Tr has awarded grants in Nebraska.

What size grants does Joseph & Ruth Goldberg Memorial Tr award?

In 2024, Joseph & Ruth Goldberg Memorial Tr awarded 8 grants totaling $3K — an average of about $375 per grant, based on its IRS Form 990 filings.

How much is Joseph & Ruth Goldberg Memorial Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph & Ruth Goldberg Memorial Tr reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph & Ruth Goldberg Memorial Tr's EIN?

Joseph & Ruth Goldberg Memorial Tr's EIN (Employer Identification Number) is 47-6147422. IRS Form 990 filing data is available on this page for 2020–2024.