EIN 363412270
HERBERT GOLDSTEN TRUST
MILWAUKEE, WI 532010634
Total Assets
—
FY 2023
Annual Giving
$2.3M
FY 2023
Grants Made
7
FY 2023
Avg Grant
$336K
FY 2023
Grant Range
$5K–$2.2M
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$359K
Total Expenses
$2.4M
Qualifying Distributions
$2.4M
Distributable Amount
$42K
Min. Investment Return
$47K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
7 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
29 grants
Grant Size Distribution
29 grants
Geographic Focus
2 states
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