· Private foundation
Herbert Goldsten Trust
Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
98% of Herbert Goldsten Trust’s FY2023 grant dollars went to Jewish Federation Of Omaha Foundation, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 2 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.
Where the money goes
Grants by size, and the largest recipients.
By grant size · FY2023
- Under $10k3 grants · $20k
- $10k–50k2 grants · $31k
- $50k–250k1 grant · $53k
- $250k+1 grant · $2.2M
| Recipient | Amount |
|---|---|
| JEWISH FEDERATION OF OMAHA FOUNDATION | $2,246,425 |
| JEWISH FEDERATION OF OMAHA INC | $52,500 |
| BETH EL SYNAGOGUE | $15,855 |
| THE INSTITUTE FOR HOLOCAUST EDU | $15,000 |
| Individual grant recipient | $7,500 |
| BETH ISRAEL SYNAGOGUE | $7,000 |
| JEWISH FAMILY SERVICES | $5,000 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Dollar for dollar, its grants (FY17–23) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.
How this is measured
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
8 repeat relationships: 4 still active in FY2023, 4 since wound down; 1 grantees were first funded in FY2023 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2023, 70% of grant dollars renewed an existing relationship; $15k went to new ones.
How this is measured
Backed again, and grew
- JFJEWISH FEDERATION OF3× · 2017–2021 · $230k
- BEBETH EL SYNAGOGUE5× · 2017–2023 · $64k
- IFINSTITUTE FOR HOLOCAUST EDUCATION4× · 2017–2022 · $60k
Funded once
- FJFREIDEL JEWISH ACADEMYone grant, 2020 · $8k
- FJFRIDEL JEWISH ACADEMYone grant, 2021 · $8k
- JFJEWISH FAMILY SERVICEone grant, 2022 · $5k
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
2 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 2 of the 16 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Carl Frohm Memorial Foundation · Shirley and Leonard Goldstein Supporting Foundation · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
How this is measured
How much its grantees rely on government
Each dot is one organization Herbert Goldsten Trust funds: left to right is the share of its income from government, bottom to top the share from Herbert Goldsten Trust. Bigger dots raise more.
How this is measured
Warm introductions · Powered by PlinthPlus
How do I get to Herbert Goldsten Trust?
Find your warmest path to Herbert Goldsten Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
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