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Nonprofit · EIN 85-3053014

GOLDBERG FAMILY FOUNDATION INC

Tax-exempt · BEVERLY HILLS, CA 90210

Financials

$1.5M$7.5M2023−$442K$8.6M2024$2.9M$9.7M2025
Revenue Expenses · by fiscal year end
Financials of GOLDBERG FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,866,566$9,749,645-$6,883,079$32,323,734$0$32,323,734
December 31, 2024990-PF-$442,159$8,593,173-$9,035,332$39,439,262$0$39,439,262
December 31, 2023990-PF$1,495,276$7,508,935-$6,013,659$49,278,225$0$49,278,225
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,478
Dividends
$1,081,145
Net gain from sales of assets
$1,774,562
Other income
$3,381

Expenses

Grants and similar amounts paid
$9,500,000
Disbursements for charitable purposes
$9,504,185
Excise tax on investment income
$36,798

Balance sheet and other

Total assets, start of year
$39,439,262
Total assets, end of year
$32,323,734
Total liabilities, end of year
$0
Net assets, end of year
$32,323,734
Fair market value of assets
$42,641,114
Qualifying distributions
$9,504,185
Net investment income
$2,859,088

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
MERLE FABIAN HOLLAND KNIGHT ESQ
800 17TH STREET SUITE 1100, WASHINGTON, DC 20006
PRESIDENT0$0
SUSAN LEMKIN HOLLAND KNIGHT ESQ
800 17TH STREET SUITE 1100, WASHINGTON, DC 20006
VICE PRESIDENT0$0
CITY NATIONAL BANK
400 N ROXBURY DR SUITE 600, BEVERLY HILLS, CA 90210
AGENT2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MERLE FABIAN HOLLAND KNIGHT ESQ
800 17TH STREET SUITE 1100, WASHINGTON, DC 20006
PRESIDENT0$0
SUSAN LEMKIN HOLLAND KNIGHT ESQ
800 17TH STREET SUITE 1100, WASHINGTON, DC 20006
VICE PRESIDENT0$0
CITY NATIONAL BANK
400 N ROXBURY DR SUITE 600, BEVERLY HILLS, CA 90210
AGENT2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MERLE FABIAN HOLLAND KNIGHT ESQ
800 17TH STREET SUITE 1100, WASHINGTON, DC 20006
PRESIDENT0$0
SUSAN LEMKIN HOLLAND KNIGHT ESQ
800 17TH STREET SUITE 1100, WASHINGTON, DC 20006
VICE PRESIDENT0$0
CITY NATIONAL BANK
400 N ROXBURY DRIVE SUITE 600, BEVERLY HILLS, CA 90210
AGENT2$0

Address and contacts

Address (IRS master file)
400 N ROXBURY DR STE 600, BEVERLY HILLS, CA 90210-5021
Signed the 990-PF
MERLE FABIAN, PRESIDENT
Phone
(212) 207-6812
Return prepared by
KPMG LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 85-3053014 or by the name GOLDBERG FAMILY FOUNDATION INC.

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
85-3053014
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$32,323,734
Income (IRS master file)
$15,124,418

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,866,566$9,749,645$32,323,734IRS
990-PFDecember 2024-$442,159$8,593,173$39,439,262IRS
990-PFDecember 2023$1,495,276$7,508,935$49,278,225XML
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 85-3053014).

Questions about GOLDBERG FAMILY FOUNDATION INC

What is the EIN of GOLDBERG FAMILY FOUNDATION INC?
The employer identification number (EIN) of GOLDBERG FAMILY FOUNDATION INC is 85-3053014.
Is GOLDBERG FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to GOLDBERG FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GOLDBERG FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of GOLDBERG FAMILY FOUNDATION INC 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 GOLDBERG FAMILY FOUNDATION INC 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 GOLDBERG FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does GOLDBERG FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,866,566, expenses of $9,749,645 and total assets of $32,323,734 at year end.

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