Robert U and Roberta Goldman Family Foundation

Analysis

Robert U and Roberta Goldman Family Foundation is a registered charity in United States, based in Chicago, IL. It received its IRS tax-exemption ruling in October 2006, 20 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Robert U and Roberta Goldman Family Foundation reported income of $295k and spending of $114k, leaving 61% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $279k to $295k (+5.8%), an average of +1.4% a year. The sharpest change came in the year to June 2021, when income rose by 93%. Over the whole period it spent 52% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Robert U and Roberta Goldman Family Foundation sits at the 65th percentile: it is larger than about 65% of them. Against every charity in United States with reported income it ranks in the 61st percentile, and in the 62nd percentile within IL. Charities of a similar size with the same main cause include Marian Charities Inc ($295k), May River High School Booster Club ($295k) and Kentlands Community Foundation Inc ($295k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 83% of the total. At year end it held assets of $2.3m against liabilities of $3,550, net assets of $2.3m.