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Joseph Goldberg Charitable Trust Uw is a private association based in SAINT LOUIS, MO. The foundation received its IRS ruling in 0000. The principal officer is Wells Fargo Bank Na. It holds total assets of $2.1M. Annual income is reported at $656K. Total assets have grown from $1.3M in 2011 to $2.2M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Funding is distributed across 7 states, including Arizona, Massachusetts, New York. According to available records, Joseph Goldberg Charitable Trust Uw has made 32 grants totaling $666K, with a median grant of $20K. Annual giving has grown from $116K in 2021 to $183K in 2023. Grantmaking activity was highest in 2022 with $367K distributed across 16 grants. Individual grants have ranged from $13K to $41K, with an average award of $21K. The foundation has supported 8 unique organizations. The foundation primarily supports organizations in Arizona, New York, Oklahoma, which account for 50% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$13K
Median Grant
$13K
Average Grant
$15K
Largest Grant
$26K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joseph Goldberg Charitable Trust Uw is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in AZ, NY, OK.
Joseph Goldberg Charitable Trust Uw has distributed a total of $666K across 32 grants. The median grant size is $20K, with an average of $21K. Individual grants have ranged from $13K to $41K.
Joseph Goldberg Charitable Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
Joseph Goldberg Charitable Trust Uw is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $29K | $0 | $29K |
Total Giving
$212K
Total Assets
$2.2M
Fair Market Value
$2.4M
Net Worth
$2.2M
Grants Paid
$183K
Contributions
N/A
Net Investment Income
$111K
Distribution Amount
$114K
Total Grants
32
Total Giving
$666K
Average Grant
$21K
Median Grant
$20K
Unique Recipients
8
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyGENERAL OPERATING | Oklahoma City, OK | $20K | 2023 |
| Barrow Neurological FoundationGENERAL OPERATING | Phoenix, AZ | $41K | 2023 |
| Hadassah Medical Relief AssociationGENERAL OPERATING | New York, NY | $20K | 2023 |
| American Heart AssociationGENERAL OPERATING | Burlingame, CA | $20K | 2023 |
| National Multiple Sclerosis SocietyGENERAL OPERATING | Denver, CO | $20K | 2023 |
| Brandeis UniversityGENERAL OPERATING | Waltham, MA | $20K | 2023 |
| University Of Arizona FoundationGENERAL OPERATING | Tucson, AZ | $20K | 2023 |
| Cystic Fibrosis FoundationGENERAL OPERATING | Bethesda, MD | $20K | 2023 |