Funder DirectoryHELEN S AND JULIUS L GOLDMAN
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Private foundation (trust)EIN 561941869Est. 1996-04

HELEN S AND JULIUS L GOLDMAN

SALISBURY, NC 28144

Accepts unsolicited proposals

Total Assets

$489K

FY 2023

Annual Giving

$21K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$750–$3K

Typical

Deadlines

April 1 of each year

Applications

Programs & Activities

Program 1

$21K

Educational scholarships

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$38K

Total Expenses

$25K

Qualifying Distributions

$21K

Distributable Amount

$25K

Min. Investment Return

$25K

Undistributed Income

$2K

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $750 through median $2K to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $49K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

41 grants

CAROLINA CLARK
$14K
4 grants
MARANDA SMITH-CROWE
$13K
4 grants
LIZABETH JAIMES-LOPEZ
$13K
5 grants
BRIDA WEMBOLUA - UNCG
$9K
3 grants
ISABELLA RAMSEY - APP STATE
$9K
3 grants
RODINA ELIWA - UNC CHAPEL HILL
$9K
3 grants
EMILY HARTSELL
$5K
4 grants
ADA WONG
$4K
4 grants

Grant Size Distribution

41 grants

<$10K
41
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

North Carolina
$90K
100% of total

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HELEN S AND JULIUS L GOLDMAN — Grants, Financials & Contact | Grantivo