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Nonprofit · EIN 13-7163815

JAY AND MARY GOLDBERG CHARITABLE TR

Also known as GOLDBERG JAY ET AL TTEE

Tax-exempt · NEW YORK, NY 10023

Financials

$291K$116K2023$244K$185K2024
Revenue Expenses · by fiscal year end
Financials of JAY AND MARY GOLDBERG CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$243,940$184,696$59,244$646,100$0$646,100
December 31, 2023990-PF$291,269$116,428$174,841$586,572$0$586,572
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$9,834
Interest
$8,533
Net gain from sales of assets
$225,573

Expenses

Grants and similar amounts paid
$178,542
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$178,542
Excise tax on investment income
$3,318

Balance sheet and other

Total assets, start of year
$586,572
Total assets, end of year
$646,100
Total liabilities, end of year
$0
Net assets, end of year
$646,100
Fair market value of assets
$979,649
Qualifying distributions
$178,542
Net investment income
$238,685

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARY CIRILLO-GOLDBERG
1 WEST 72ND STREET APT 44, New York, NY 10023
TRUSTEE - AS NEEDED0$0
Julie Goldberg
1 West 72nd Street Apt 44, New York, NY 10023
Trustee0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
MARY CIRILLO-GOLDBERG
1 WEST 72ND STREET APT 44, New York, NY 10023
TRUSTEE - AS NEEDED0$0
Julie Goldberg
1 West 72nd Street Apt 44, New York, NY 10023
Trustee0$0

Address and contacts

Address (IRS master file)
1 W 72ND ST APT 44, NEW YORK, NY 10023-3418
In care of
% MARY CIRILLO-GOLDBERG
Signed the 990-PF
Mary CIRILLO-GOLDBERG, trustee
Phone
(518) 218-1221
Return prepared by
Graypoint LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7163815
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$646,100
Income (IRS master file)
$425,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$243,940$184,696$646,100XML
990-PFDecember 2023$291,269$116,428$586,572XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7163815).

Questions about JAY AND MARY GOLDBERG CHARITABLE TR

What is the EIN of JAY AND MARY GOLDBERG CHARITABLE TR?
The employer identification number (EIN) of JAY AND MARY GOLDBERG CHARITABLE TR is 13-7163815.
Is JAY AND MARY GOLDBERG CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to JAY AND MARY GOLDBERG CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAY AND MARY GOLDBERG CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JAY AND MARY GOLDBERG CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAY AND MARY GOLDBERG CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JAY AND MARY GOLDBERG CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does JAY AND MARY GOLDBERG CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $243,940, expenses of $184,696 and total assets of $646,100 at year end.

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