The Thelma and Mortimer Goldstone

NEW YORK, NY EIN: 20-3736639

The Thelma and Mortimer Goldstone is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $52K in total assets. In 2024, it awarded 4 grants totaling $6K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$52K

+2.5% YoY

Annual Giving

$6K

-45.5% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$2K

+9.1% YoY

Under IRS private-foundation payout rules, The Thelma and Mortimer Goldstone reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About The Thelma and Mortimer Goldstone

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $12K (54%)

Arizona $3K (13%)

New York $3K (13%)

Pennsylvania $3K (13%)

North Carolina $2K (7%)

States

Arizona California North Carolina New York Pennsylvania

Cities

AllentownBrentwoodBrooklynKing Of PrussiaLa JollaLos AngelesPhoenixRaleighSan DiegoSolana Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$51,838	$50,581	$57,536
Revenue	$8,376	$5,144	$3,145
Expenses	$7,119	$12,099	$6,744
Qualifying Distributions	$6,900	$11,905	$6,500
Net Investment Income	$8,226	$4,992	$2,995
Distributable Amount	$1,391	$2,946	$3,351

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Old Globe ($2,500), Tides Foundation Bloc Education Fund ($1,500), Inewsource ($1,500).

Recipient	Purpose	Amount
THE OLD GLOBE SAN DIEGO, CA	TO AID THE ORGANIZATION IN PRESERVING, STRENGTHENING, AND ADVANCING AMERICAN THEATER BY CREATING THEATRICAL EXPERIENCES OF THE HIGHEST PROFESSIONAL STANDARDS, PRODUCING AND PRESENTING WORKS OF EXCEPTIONAL MERIT DESIGNED TO REACH CURRENT AND FUTURE AUDIENCES; ENSURING DIVERSITY AND BALANCE IN PROGRAMMING AND PROVIDING AN ENVIRONMENT FOR THE GROWTH AND EDUCATION OF THEATER PROFESSIONALS, AUDIENCES, AND THE COMMUNITY AT LARGE.	$2,500
TIDES FOUNDATION BLOC EDUCATION FUND LOS ANGELES, CA	TO AID THE ORGANIZATION IN PROVIDING ELIGIBLE PRE-K, GRADE SCHOOL, HIGH SCHOOL, AND SPECIAL EDUCATION STUDENTS ACCESS TO HIGH-QUALITY, VALUES-BASED, CATHOLIC EDUCATION AS AN ALTERNATIVE TO LOCAL PUBLIC HIGH SCHOOLS.	$1,500
INEWSOURCE SAN DIEGO, CA	NON PROFIT, NON PARTISAN NEWSROOM DEDICATED TO IMPROVING LIVES IN SAN DIEGO REGIO AND BEYOND THROUGH IMPACTFUL, DATA BASED INVESTIGATIVE AND ACCOUNTABILITY JOURNALISM	$1,500
NORTH COAST REPERATORY THEATER SOLANA BEACH, CA	BRINGING JOY, ENTERTAINMENT AND BELONGING TO THE COMMUNITY THROUGH ARTISTIC EXCELLENCE, EDUCATION AND THE STORIES ON STAGE	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LAWRENCE GOLDSTONE	PRESIDENT	2	—
JOSEPH ABRAHAM	VICE PRESIDENT	2	—
JOEL S WEISSMAN	SECRETARY-TREASURER	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Thelma and Mortimer Goldstone?

The Thelma and Mortimer Goldstone is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $52K in total assets as of 2024.

How large is The Thelma and Mortimer Goldstone?

As of 2024, The Thelma and Mortimer Goldstone holds $52K in total assets with $8K in annual revenue. It awarded 4 grants totaling $6K in 2024.

Where does The Thelma and Mortimer Goldstone operate?

The Thelma and Mortimer Goldstone has awarded grants in Arizona, California, North Carolina, New York, Pennsylvania.

What size grants does The Thelma and Mortimer Goldstone award?

In 2024, The Thelma and Mortimer Goldstone awarded 4 grants totaling $6K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Thelma and Mortimer Goldstone required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Thelma and Mortimer Goldstone reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Thelma and Mortimer Goldstone's EIN?

The Thelma and Mortimer Goldstone's EIN (Employer Identification Number) is 20-3736639. IRS Form 990 filing data is available on this page for 2020–2024.