Civic Intelligence

Max & Anne Goldberg Foundation

EIN 45-6011859 • Cambridge, MA

975 Memorial Drive 701Cambridge, MA 02138
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-5.0%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-16%

Faster revenue growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$428,522

Down $22,359 (-5.0%) from 2023

Liabilities

Down

$0

Down $30,858 (-100%) from 2023

Net Assets

Up

$428,522

Up $8,499 (+2.0%) from 2023

Revenue

Down

$27,513

Down $5,104 (-16%) from 2023

Expenses

Down

$19,014

Down $28,879 (-60%) from 2023

Net Income

Up

$8,499

Up $23,775 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $608,416Liabilities 2010: $0Net Assets 2010: $608,4162010Assets 2011: $595,706Liabilities 2011: $12011Assets 2012: $592,400Liabilities 2012: $02012Assets 2013: $570,300Liabilities 2013: $02013Assets 2014: $560,462Liabilities 2014: $02014Assets 2015: $553,064Liabilities 2015: $02015Assets 2019: $480,701Liabilities 2019: $02019Assets 2020: $432,452Liabilities 2020: $0Net Assets 2020: $432,4522020Assets 2021: $434,397Liabilities 2021: $0Net Assets 2021: $434,3972021Assets 2022: $435,299Liabilities 2022: $0Net Assets 2022: $435,2992022Assets 2023: $450,881Liabilities 2023: $30,858Net Assets 2023: $420,0232023Assets 2024: $428,522Liabilities 2024: $0Net Assets 2024: $428,5222024

Highlighted filing

2024

Assets$428,522
Liabilities$0
Net Assets$428,522

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KExpenses 2010: $35,8892010Revenue 2011: $23,260Expenses 2011: $35,970Net Income 2011: -$12,7102011Revenue 2012: $32,669Expenses 2012: $35,975Net Income 2012: -$3,3062012Revenue 2013: $17,822Expenses 2013: $39,922Net Income 2013: -$22,1002013Revenue 2014: $31,776Expenses 2014: $41,614Net Income 2014: -$9,8382014Revenue 2015: $23,262Expenses 2015: $30,660Net Income 2015: -$7,3982015Revenue 2019: $4,735Expenses 2019: $36,077Net Income 2019: -$31,3422019Revenue 2020: -$18,457Expenses 2020: $29,792Net Income 2020: -$48,2492020Revenue 2021: $41,579Expenses 2021: $39,634Net Income 2021: $1,9452021Revenue 2022: $47,460Expenses 2022: $46,558Net Income 2022: $9022022Revenue 2023: $32,617Expenses 2023: $47,893Net Income 2023: -$15,2762023Revenue 2024: $27,513Expenses 2024: $19,014Net Income 2024: $8,4992024

Highlighted filing

2024

Revenue$27,513
Expenses$19,014
Net Income$8,499

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray A GoldbergTrustee-$0--
Marc E GoldbergTrustee-$0--
Joan Landfield KlivansTrustee-$0--
Fredrick GoldbergTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Max & Anne Goldberg Foundation
EIN
45-6011859
Phone
6174923422
Address
975 Memorial Drive 701, Cambridge, MA 02138

Signing Officer

Name
Ray Goldberg
Title
Trustee
Phone
6174923422
Signed
2025-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
4310 17th Ave S PO Box 2545, Fargo, ND 58108-2545
Preparer
Anne Stoll CPA
Phone
7012398500
Raw XML Appendix389 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03255
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03255
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Bank of America Corp FXD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Wells Fargo & Co FXD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19924
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019938
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt530181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt411275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbvie Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Astrazeneca PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2KKR Real Estate Funance Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Nestle Spon ADR Rep Reg SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Starwood Property Trust Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Verizon Communications
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt099439
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0100640
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt328148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt516085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt613102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt711169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt89856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt912173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1012439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Blackrock EN Glbl Dev TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Federated Hermes Govt Obl AVR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Federated HRMS STR VAL DIV IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FPA Crescent FD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Global X MLP & Energy Infras
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Harding Loevmer INTL EQTY INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Ishares IBOXX Invest GR COR BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Lazard INTL EQI SEL INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SPDR S&P Inter Dvd ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Vanguard FTSE Europr ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Victory Float Rate Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt021314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt237882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt426344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt518654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt612821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1012138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021155
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06358
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt027513
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt027513
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03255
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03255
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06358
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021155
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0191595
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06358
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04939
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt026718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt027513
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0185237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0188849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Security
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06358
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08499
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0428522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0420023
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0428522
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023943
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023943
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023943
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024243
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0300
IRS990PF/DistributableAmountGrp/TotalTaxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0816
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0816
IRS990PF/FMVAssetsEOYAmt0480190
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0174991
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0174991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt064996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt029996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt029920
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0110706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt088656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0105505
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0241935
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0188252
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0221946
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt030858
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0245032
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0253531
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022179
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0450881
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0428522
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0480190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt030858
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0450881
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0428522
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0420023
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0428522
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt023633
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt099439
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0100640
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0492245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0452897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07384
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024243
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0484861
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0492245
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ray A Goldberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marc E Goldberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joan Landfield Klivans
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Fredrick Goldberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0975 Memorial Drive Apt 701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1193 Grove Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21367 35th Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt350 Tamarack Trail
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cambridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wellesley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Hartsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt013255
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt013255
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Ray Goldberg
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0975 Memorial Drive Apt 701
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cambridge
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002138
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ND
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174923422
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Beth Israel Deaconess Medical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0330 Brookline Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002215
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013255
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0807
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013255
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035275
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045963
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt030858
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OVERDRAWN CASH ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04939
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/Amt1220
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1220
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ray Goldberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06174923422
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Max & Anne Goldberg Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MAX&
ReturnHeader/Filer/EIN0456011859
ReturnHeader/Filer/PhoneNum06174923422
ReturnHeader/Filer/USAddress/AddressLine1Txt0975 Memorial Drive 701
ReturnHeader/Filer/USAddress/CityNm0Cambridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eide Bailly LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04310 17th Ave S PO Box 2545
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fargo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0581082545
ReturnHeader/PreparerPersonGrp/PhoneNum07012398500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anne Stoll CPA
ReturnHeader/ReturnTs02025-09-11T14:19:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.