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Nonprofit · EIN 33-6195814

JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN

Also known as FELDMAN EARL N TTEE

Tax-exempt · SAN DIEGO, CA 92130

Financials

$157K$427K2023$436K$444K2024$478K$448K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$477,632$448,078$29,554$3,770,971$0$3,770,971
December 31, 2024990-PF$436,033$443,838-$7,805$3,741,418$0$3,741,418
December 31, 2023990-PF$156,739$427,018-$270,279$3,749,223$0$3,749,223
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$148,030
Net gain from sales of assets
$329,602

Expenses

Grants and similar amounts paid
$255,000
Compensation of officers, directors and key employees
$160,000
Disbursements for charitable purposes
$409,462
Excise tax on investment income
$6,102

Balance sheet and other

Total assets, start of year
$3,741,418
Total assets, end of year
$3,770,971
Total liabilities, end of year
$0
Net assets, end of year
$3,770,971
Fair market value of assets
$6,794,797
Qualifying distributions
$409,462
Net investment income
$477,632

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
EARL N FELDMAN
6153 TIKI COURT, SAN DIEGO, CA 92130
TRUSTEE10$120,000
EDWARD A APPLEBAUM
1529 GARRISON PLACE, SAN DIEGO, CA 92106
TRUSTEE2$20,000
KAREN B WILLIAMS
3528 MANDEVILLE CANYON ROAD, LOS ANGELES, CA 90049
TRUSTEE2$20,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
EARL N FELDMAN
6153 TIKI COURT, SAN DIEGO, CA 92130
TRUSTEE10$120,000
EDWARD A APPLEBAUM
1529 GARRISON PLACE, SAN DIEGO, CA 92106
TRUSTEE2$20,000
KAREN B WILLIAMS
3528 MANDEVILLE CANYON ROAD, LOS ANGELES, CA 90049
TRUSTEE2$20,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
EARL N FELDMAN
6153 TIKI COURT, SAN DIEGO, CA 92130
TRUSTEE10$120,000
EDWARD A APPLEBAUM
1529 GARRISON PLACE, SAN DIEGO, CA 92106
TRUSTEE2$20,000
KAREN B WILLIAMS
3528 MANDEVILLE CANYON ROAD, LOS ANGELES, CA 90049
TRUSTEE2$20,000

Address and contacts

Address (IRS master file)
6153 TIKI CT, SAN DIEGO, CA 92130-5037
Signed the 990-PF
EARL N FELDMAN, TRUSTEE
Phone
(858) 755-7433
Return prepared by
P&C GROUP INC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-6195814 or by the name JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-6195814
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,770,971
Income (IRS master file)
$724,484

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$477,632$448,078$3,770,971IRS
990-PFDecember 2024$436,033$443,838$3,741,418XML
990-PFDecember 2023$156,739$427,018$3,749,223XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 33-6195814).

Questions about JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN

What is the EIN of JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN?
The employer identification number (EIN) of JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN is 33-6195814.
Is JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $120,000 (EARL N FELDMAN, TRUSTEE).
How much revenue does JOSEPH AND DOROTHY GOLDBERG TRUST C/O EAR N FELDMAN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $477,632, expenses of $448,078 and total assets of $3,770,971 at year end.

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