Frank M & Lee Goldberg Foundation
- Assets
- $1.2m
- Revenue
- $782.0k
- Investments
- $1.1m
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 04/1982
- Data as of
- 11/2023
- EIN
- 95-3678549
Organization Overview
Frank M & Lee Goldberg Foundation is located in San Diego, CA. The organization was established in 1982. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Frank M & Lee Goldberg Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2023, Frank M & Lee Goldberg Foundation generated $782.0k in total revenue. All expenses for the organization totaled $768.8k during the year ending 11/2023. While expenses have increased by 65.0% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Frank M & Lee Goldberg Foundation has awarded 60 individual grants totaling $2,278,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
CASH CONTRIBUTIONS TO PUBLIC CHARITIES FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND PUBLIC SAFETY PURPOSES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lee Goldberg Secretary | 10 | $0 | |
Edward Goldberg Director | 1 | $0 | |
Anne Nagorner President | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $750,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $33,116 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,203 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $126 |
| Total Revenue | $782,039 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $100 |
| Total operating and administrative expenses | $11,958 |
| Contributions, gifts, grants paid | $756,800 |
| Total expenses and disbursements | $768,758 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $71,321 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,191,427 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Frank M & Lee Goldberg Foundation has awarded $756,800 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN HEART ASSOCIATION PURPOSE: SUPPORT THE ADVANCEMENT OF CARDIOVASCULAR HEALTH | $10,000 |
HILLEL OF SAN DIEGO PURPOSE: SUPPORT THE BEVERLY & JOSEPH GLICKMAN HILLEL CENTER | $20,000 |
CONGREGATION BETH ISRAEL PURPOSE: SUPPORT PEOPLE WHO SEEK CONNECTION TO JUDAISM | $49,800 |
JEWISH FAMILY SERVICES PURPOSE: SUPPORT STRONGER AND HEALTHIER COMMUNITY | $56,000 |
JEWISH FEDERATION PURPOSE: SOCIAL SERVICES | $150,000 |
NORTH COAST REPERTORY THEATRE PURPOSE: SUPPORT THE THEATRE | $65,000 |