Max & Anne Goldberg Foundation
Max & Anne Goldberg Foundation is a private foundation, based in Wellesley, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $426K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $13K.
Max & Anne Goldberg Foundation at a glance
In short: Max & Anne Goldberg Foundation gave $20K across 1 grant in 2025 (avg $20K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,000
- +100.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $20,000
- +100.0% vs 2024
- Median grant
- $20,000
- Total assets
- $425,554
- -0.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Max & Anne Goldberg Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Lahey Hospital Medical Center ($20K).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Max & Anne Goldberg Foundation gives
- Giving fell 47% from 2022 to 2025. Method
- In 2025 it paid out 85% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $10K (2024) to $39K (2023). In 2025 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lahey Hospital Medical Center Burlington, MA | General Support | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $425,554 | $23,391 | $26,359 | $20,000 | 1 | $21,050 | $13,414 | $24,892 |
| 2024 | $428,522 | $27,513 | $19,014 | $10,000 | 1 | $13,255 | $21,559 | $23,943 |
| 2023 | $450,881 | $32,617 | $47,893 | $39,000 | 4 | $42,030 | $27,629 | $23,420 |
| 2022 | $435,299 | $47,460 | $46,558 | $38,000 | 4 | $41,031 | $42,383 | $25,173 |
| 2021 | $434,397 | $41,579 | $39,634 | $31,000 | 3 | $33,726 | $35,921 | $26,563 |
| 2020 | $432,452 | $-18,457 | $29,792 | $21,500 | 3 | — | $13,033 | $24,137 |
Under IRS private-foundation payout rules, Max & Anne Goldberg Foundation reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Max & Anne Goldberg Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Fredrick Goldberg
Trustee
On filings since 2020
1 hr/week
No compensation reported
Joan Landfield Klivans
Trustee
On filings since 2020
1 hr/week
No compensation reported
Marc E Goldberg
Trustee
On filings since 2020
1 hr/week
No compensation reported
Ray A Goldberg
Trustee
On filings since 2020
3 hrs/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.
Frequently asked questions about Max & Anne Goldberg Foundation
How much does Max & Anne Goldberg Foundation give each year?
Max & Anne Goldberg Foundation gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.
How large is Max & Anne Goldberg Foundation?
Max & Anne Goldberg Foundation reported $426K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Max & Anne Goldberg Foundation operate?
Max & Anne Goldberg Foundation has awarded grants in Massachusetts, North Dakota.
What is Max & Anne Goldberg Foundation's EIN?
Max & Anne Goldberg Foundation's EIN (Employer Identification Number) is 45-6011859. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2020–2025
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