The Nagel-Goodman Foundation Trust
The Nagel-Goodman Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Livingston, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $303K in total assets. In 2024, it awarded 16 grants totaling $54K. Net investment income was $68K.
Key facts about The Nagel-Goodman Foundation Trust
- EIN
- 81-7124990
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $54,139
- Grants made (2024)
- 16
- Average grant
- $3,384
- Median grant
- $1,625
- Total assets
- $302,954
- Primary geography
- New Jersey (52% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Nagel-Goodman Foundation Trust funds
By grant dollars, the top recipient states for The Nagel-Goodman Foundation Trust's 16 itemized 2024 grants were New Jersey (52%) and New York (41%). The most frequent recipient cities were New York, NY (6 grants). None of its 16 grants with a stated purpose were described as general or operating support. Recurring purposes include "Financial Assistance" (16 grants).
How The Nagel-Goodman Foundation Trust gives
- 44% of 2024 grantees were also funded in 2023. Method
- Giving grew 762% from 2021 to 2024. Method
- In 2024 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). 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 The Nagel-Goodman Foundation Trust
- How to evaluate The Nagel-Goodman Foundation Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$303K
-27.8% YoY
Annual Giving
$54K
+44.0% YoY
Grant Count
16
+45.5% YoY
Avg Grant Size
$3K
-1.0% YoY
Under IRS private-foundation payout rules, The Nagel-Goodman Foundation Trust reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.
About The Nagel-Goodman Foundation Trust
Based on IRS filings
The Nagel-Goodman Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Livingston, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $303K in total assets. In 2024, it awarded 16 grants totaling $54K. Net investment income was $68K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $302,954 | $419,482 | $480,509 |
| Revenue | $69,661 | $25,837 | $59,651 |
| Expenses | $65,336 | $49,549 | $49,224 |
| Qualifying Distributions | $55,491 | $39,016 | $37,737 |
| Net Investment Income | $68,309 | $24,283 | $58,244 |
| Distributable Amount | $49,196 | $42,833 | $44,500 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Jewish Federation of Greater Metrowest NJ ($20,000), Lupus Research Alliance ($10,000), Temple Beth Shalom ($5,319).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF GREATER METROWEST NJ Whippany, NJ | FINANCIAL ASSISTANCE | $20,000 |
| LUPUS RESEARCH ALLIANCE New York, NY | FINANCIAL ASSISTANCE | $10,000 |
| TEMPLE BETH SHALOM Livingston, NJ | FINANCIAL ASSISTANCE | $5,319 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM New York, NY | FINANCIAL ASSISTANCE | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES New York, NY | FINANCIAL ASSISTANCE | $2,500 |
| ADL New York, NY | FINANCIAL ASSISTANCE | $2,500 |
| WOUNDED WARRIOR PROJECT Jacksonville, FL | FINANCIAL ASSISTANCE | $2,500 |
| TEMPLE EMANU-EL OF CLOSTER Closter, NJ | FINANCIAL ASSISTANCE | $2,000 |
| EPI4DOGS FOUNDATION INC Bolivia, NC | FINANCIAL ASSISTANCE | $1,250 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC New York, NY | FINANCIAL ASSISTANCE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marla Nagel | Trustee | — | — |
| Bruce Nagel | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Nagel-Goodman Foundation Trust?
The Nagel-Goodman Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Livingston, NJ. It holds $303K in total assets as of 2024.
How large is The Nagel-Goodman Foundation Trust?
As of 2024, The Nagel-Goodman Foundation Trust holds $303K in total assets with $70K in annual revenue. It awarded 16 grants totaling $54K in 2024.
Where does The Nagel-Goodman Foundation Trust operate?
The Nagel-Goodman Foundation Trust has awarded grants in District of Columbia, Florida, North Carolina, New Jersey, New York.
What size grants does The Nagel-Goodman Foundation Trust award?
In 2024, The Nagel-Goodman Foundation Trust awarded 16 grants totaling $54K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Nagel-Goodman Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Nagel-Goodman Foundation Trust reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Nagel-Goodman Foundation Trust's EIN?
The Nagel-Goodman Foundation Trust's EIN (Employer Identification Number) is 81-7124990. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.