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Nonprofit · EIN 86-1223387

THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST

Tax-exempt (reinstated) · NEW YORK, NY 10023

Financials

−$273$27K2024
Revenue Expenses · by fiscal year end
Financials of THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$273$27,080-$27,353$127,009$0$127,009
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,597
Interest
$888
Net gain from sales of assets
-$3,758

Expenses

Grants and similar amounts paid
$25,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,000
Excise tax on investment income
$48

Balance sheet and other

Total assets, start of year
$154,362
Total assets, end of year
$127,009
Total liabilities, end of year
$0
Net assets, end of year
$127,009
Fair market value of assets
$188,667
Qualifying distributions
$25,000
Net investment income
$3,485

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
ARLENE GOLDBERG
160 WEST 66TH STREET 54A, NEW YORK, NY 10023
TRUSTEE1$0
DAVID GOLDBERG
43 RICHMOND ROAD, BELMONT, MA 02478
TRUSTEE1$0
ERIC SHIMANOFF
94 SOUTH COLLINWOOD ROAD, MAPLEWOOD, NJ 07040
TRUSTEE1$0
ROBERT GOLDBERG
160 WEST 60TH STREET 54A, NEW YORK, NY 10023
DIRECTOR1$0

Address and contacts

Address (IRS master file)
160 W 66TH ST APT 54A, NEW YORK, NY 10023-6569
Signed the 990-PF
ARLENE GOLDBERG, TRUSTEE
Phone
(516) 292-1330
Return prepared by
FRENDEL BROWN & WEISSMAN LLP CPA'S

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, 2024Check at the IRS

IRS record

EIN
86-1223387
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
2024
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$127,009
Income (IRS master file)
$16,343

Revocation and reinstatement

Exemption revoked
May 15, 2024
Posted by the IRS
November 11, 2024
Reinstated
Effective July 15, 2024

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$273$27,080$127,009IRS

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 86-1223387).

Questions about THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST

What is the EIN of THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST is 86-1223387.
Is THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2024 and reinstated it effective July 15, 2024.
Are donations to THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST 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 THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST 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 THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE ARLENE & ROBERT GOLDBERG FAMILY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$273, expenses of $27,080 and total assets of $127,009 at year end.

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