Nonprofit · EIN 45-6011859
MAX & ANNE GOLDBERG FOUNDATION
Tax-exempt · WELLESLEY, MA 02482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,391 | $26,359 | -$2,968 | $425,554 | $0 | $425,554 |
| December 31, 2024 | 990-PF | $27,513 | $19,014 | $8,499 | $428,522 | $0 | $428,522 |
| December 31, 2023 | 990-PF | $32,617 | $47,893 | -$15,276 | $450,881 | $30,858 | $420,023 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,941
- Net gain from sales of assets
- $3,450
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $21,050
- Excise tax on investment income
- $186
Balance sheet and other
- Total assets, start of year
- $428,522
- Total assets, end of year
- $425,554
- Total liabilities, end of year
- $0
- Net assets, end of year
- $425,554
- Fair market value of assets
- $519,161
- Qualifying distributions
- $21,050
- Net investment income
- $18,723
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ray A Goldberg 975 Memorial Drive Apt 701, Cambridge, MA 02138 | Trustee | 3 | $0 |
| Marc E Goldberg 193 Grove Street, Wellesley, MA 02482 | Trustee | 1 | $0 |
| Joan Landfield Klivans 1367 35th Ave, San Francisco, CA 94122 | Trustee | 1 | $0 |
| Fredrick Goldberg 50 Tamarack Trail, Hartsdale, NY 10530 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ray A Goldberg 975 Memorial Drive Apt 701, Cambridge, MA 02138 | Trustee | 3 | $0 |
| Marc E Goldberg 193 Grove Street, Wellesley, MA 02482 | Trustee | 1 | $0 |
| Joan Landfield Klivans 1367 35th Ave, San Francisco, CA 94122 | Trustee | 1 | $0 |
| Fredrick Goldberg 50 Tamarack Trail, Hartsdale, NY 10530 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ray A Goldberg 975 Memorial Drive Apt 701, Cambridge, MA 02138 | Trustee | 3 | $0 |
| Marc E Goldberg 193 Grove Street, Wellesley, MA 02482 | Trustee | 1 | $0 |
| Joan Landfield Klivans 1135 Barton Hills Dr Apt 103, Austin, TX 78704 | Trustee | 1 | $0 |
| Fredrick Goldberg 50 Tamarack Trail, Hartsdale, NY 10530 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 193 GROVE ST, WELLESLEY, MA 02482-7413
- Signed the 990-PF
- Marc Goldberg, Trustee
- Phone
- (617) 966-1841
- Return prepared by
- Eide Bailly LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6011859
- 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
- 1962
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $425,554
- Income (IRS master file)
- $203,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,391 | $26,359 | $425,554 | XML |
| 990-PF | December 2024 | $27,513 | $19,014 | $428,522 | XML |
| 990-PF | December 2023 | $32,617 | $47,893 | $450,881 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 45-6011859).
Questions about MAX & ANNE GOLDBERG FOUNDATION
- What is the EIN of MAX & ANNE GOLDBERG FOUNDATION?
- The employer identification number (EIN) of MAX & ANNE GOLDBERG FOUNDATION is 45-6011859.
- Is MAX & ANNE GOLDBERG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to MAX & ANNE GOLDBERG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAX & ANNE GOLDBERG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAX & ANNE GOLDBERG FOUNDATION 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 MAX & ANNE GOLDBERG FOUNDATION 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 MAX & ANNE GOLDBERG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MAX & ANNE GOLDBERG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,391, expenses of $26,359 and total assets of $425,554 at year end.
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