Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ROBERT AND DOROTHY GOLDBERG
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) CO BSSN PO BOX 9729
  Room/suite
City or town
PORTLAND
State or province
ME
Country  
ZIP or foreign postal code
041045029
A Employer identification number

31-1622560
B Telephone number (see instructions)

2077741200
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,787,746J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 107,326 107,326  
5a Gross rents............ 227,741 227,741  
b Net rental income or (loss) 151,283
6a Net gain or (loss) from sale of assets not on line 10 467,209
b Gross sales price for all assets on line 6a 1,315,098
7 Capital gain net income (from Part IV, line 2)... 467,209
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 802,276 802,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,852 16,620   49,232
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,834 0   3,284
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,300 1,150   1,150
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,252 29,252   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,508 1,228   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
20,668 20,668  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,790 55,790   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 200,204 124,708   53,666
25 Contributions, gifts, grants paid....... 251,000 251,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 451,204 124,708   304,666
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 351,072
b Net investment income (if negative, enter -0-) 677,568
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 278,508 214,911 214,911
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,420,340 Click to see attachment
List of Attached Documents:
// Content
2,705,757 		4,863,111
c Investments—corporate bonds (attach schedule)....... 932,457 Click to see attachment
List of Attached Documents:
// Content
1,083,667 		1,106,664
11 Investments—land, buildings, and equipment: basis 1,396,878
Less: accumulated depreciation (attach schedule) 523,351 894,195 Click to see attachment
List of Attached Documents:
// Content
873,527 		1,603,060
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1,290 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,526,790 4,877,862 7,787,746
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,485,578 3,485,578
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,041,212 1,392,284
29 Total net assets or fund balances (see instructions)..... 4,526,790 4,877,862
30 Total liabilities and net assets/fund balances (see instructions). 4,526,790 4,877,862
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,526,790
2
Enter amount from Part I, line 27a .....................
2
351,072
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,877,862
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,877,862
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,292,176   847,889 444,287
b 22,922     22,922
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       444,287
b       22,922
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 467,209
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,418
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,418
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,418
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,018
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,418
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
ME, NH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofLEONARD M NELSON ESQ Telephone no. (207) 774-1200

Located atBERNSTEIN SHUR SAWYER NELSONPORTLANDME ZIP+4041045029
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LEONARD M NELSON ESQUIRE TRUSTEE
3.00 		49,782 0 0
C/O BSSN PO BOX 9729
PORTLAND,ME041045029
MICHAEL S KING TRUSTEE
3.00 		16,070 0 0
C/O BSSN PO BOX 9729
PORTLAND,ME041045029
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,644,784
b
Average of monthly cash balances.......................
1b
251,460
c
Fair market value of all other assets (see instructions)................
1c
1,603,060
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,499,304
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,499,304
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
112,490
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,386,814
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
369,341
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
369,341
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,418
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,418
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
359,923
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
359,923
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
359,923
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
304,666
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
304,666
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 359,923
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 304,576
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 304,666
a Applied to 2024, but not more than line 2a 304,576
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 90
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		359,833
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LEONARD M NELSON ESQUIRE BERNSTEIN
100 MIDDLE ST
PORTLAND,ME041045029
(207) 774-1127
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION PACKAGE WILL BE PROVIDED UPON REQUEST
cAny submission deadlines:
MARCH 30 AND SEPTEMBER 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE NON-PROFIT ORGANIZATIONS RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) AND AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE IN ORDER TO BE CONSIDERED FOR A GRANT.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

VAUGHAN COMMUNITY SERVICE INC

PO BOX 401
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 15,000

BARTLETT HISTORICAL SOCIETY

PO BOX 514
BARTLETT,NH03812 		NONE   PROGRAMMING SUPPORT 14,000

NORTH CONWAY COMMUNITY CENTER

78 NORCROSS CIR
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 12,500

WHITE MOUNTAIN COMMUNITY HEALTH CTR

298 WHITE MOUNTAIN HWY
CONWAY,NH03818 		NONE   PROGRAMMING SUPPORT 10,000

MT WASHINGTON VALLEY HABITAT FOR HUMANITY

2 COMMON COURT UNIT 56
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 10,000

EASTERN SLOPE AVIATION ACADEMY

210 LYMAN DRIVE
FRYEBURG,ME04037 		NONE   PROGRAMMING SUPPORT 10,000

GIBSON CENTER FOR SENIOR SERVICES

PO BOX 655
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 10,000

CARROLL CO YMCA CAMP HUCKINS

17 CAMP HUCKINS RD
FREEDOM,NH03836 		NONE   PROGRAMMING SUPPORT 10,000

MSAD #72

25 MOLLY OCKETT DRIVE
FRYEBURG,ME04037 		NONE   PROGRAMMING SUPPORT 10,000

GREATER LOVELL LAND TRUST

208 MAIN ST
LOVELL,ME04051 		NONE   PROGRAMMING SUPPORT 10,000

FRIENDS OF CASCO BAY

43 SLOCUM DR
SOUTH PORTLAND,ME04106 		NONE   PROGRAMMING SUPPORT 8,000

CENTER FOR GRIEVING CHILDREN

555 FOREST AVENUE
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 8,000

MT WASHINGTON VALLEY SCHOOL TO CAREER PARTR

PO BOX 985
CONWAY,NH03818 		NONE   PROGRAMMING SUPPORT 6,000

CARROLL CO RETIREDSENIOR VOLUNTEER PROGRAM

53 TECHNOLOGY LANE
CONWAY,NH03818 		NONE   PROGRAMMING SUPPORT 6,000

MT WASHINGTON VALLEY ARTS JUBILEE

PO BOX 647
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 5,000

CHILDREN'S MUSEUM & THEATRE OF MAINE

142 FREE ST
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 5,000

PREBLE STREET RESOURCE CTR

38 PREBLE ST
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 5,000

KID'S FIRST CENTER

51 US ROUTE 1 STE S
SCARBOROUGH,ME04074 		NONE   PROGRAMMING SUPPORT 5,000

SAIL MAINE

58 FORE STREET
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 5,000

PORTLAND OVATIONS

120 EXCHANGE ST
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 5,000

PORTLAND COMMUNITY SQUASH

66 NOYES STREET
PORTLAND,ME04103 		NONE   PROGRAMMING SUPPORT 5,000

DENMARK ARTS CENTER

50 W MAIN STREET
DENMARK,ME04022 		NONE   PROGRAMMING SUPPORT 5,000

MT WASHINGTON VALLEY ADULT DAY CARE

987 E MAINE ST
CENTER CONWAY,NH03813 		NONE   PROGRAMMING SUPPORT 5,000

MT WASHINGTON VALLEY ARTS ASSOCIATION

18 NORCROSS CIR
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 5,000

OPERA MAINE

225 COMMERCIAL ST
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 5,000

MOUNTAIN TOP MUSIC CENTER

PO BOX 1228 34 MAIN STREET
CONWAY,NH03818 		NONE   PROGRAMMING SUPPORT 5,000

KISMET ROCK FOUNDATION

PO BOX 1744
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 5,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115 		NONE   PROGRAMMING SUPPORT 5,000

MT WASHINGTON VALLEY CHORAL SOCIETY

120 N SOUTH RD UNIT C
NORTH CONWAY,NH03860 		NONE   PROGRAMMING SUPPORT 5,000

CAMP SUNSHINE

35 ACADIA RD
CASCO,ME04015 		NONE   PROGRAMMING SUPPORT 5,000

SUSAN L CURTIS CHARITABLE FOUNDATION

1321 WASHINGTON AVE 104
PORTLAND,ME04103 		NONE   PROGRAMMING SUPPORT 5,000

THE YELLOW TULIP PROJECT

533 CONGRESS ST
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 4,000

PORTLAND CHAMBER MUSIC

PO BOX 15385
PORTLAND,ME04112 		NONE   PROGRAMMING SUPPORT 3,000

MAINE JEWISH FILM FESTIVAL

PO BOX 7465
PORTLAND,ME04112 		NONE   PROGRAMMING SUPPORT 3,000

TIN MOUNTAIN CONSERVATION CENTER

1245 BALD HILL ROAD
ALBANY,NH03818 		NONE   PROGRAMMING SUPPORT 3,000

CHATHAM HISTORICAL SOCIETY

347 STAGE HARBOR ROAD
CHATHAM,MA02633 		NONE   PROGRAMMING SUPPORT 3,000

SEBAGO LONG LAKE MUSIC FESTIVAL

PO BOX 544
HARRISON,ME04040 		NONE   PROGRAMMING SUPPORT 2,000

OGONTZ ARTS FOUNDATION

14 OGONTZ RD
LYMAN,NH03585 		NONE   PROGRAMMING SUPPORT 2,000

CONWAY SCHOOL DISTRICT

176A MAINE STREET
CONWAY,NH03818 		NONE   PROGRAMMING SUPPORT 2,000

ST JOSEPH'S COLLEGE OF MAINE

278 WHITES BRIDGE RD
STANDISH,ME04084 		NONE   PROGRAMMING SUPPORT 2,000

LAURA MAHONEY AUTISM & EPILEPSY NH

1014 EATON ROAD
MADISON,NH03849 		NONE   PROGRAMMING SUPPORT 2,000

MAINE HISTORICAL SOCIETY

489 CONGRESS STREET
PORTLAND,ME04101 		NONE   PROGRAMMING SUPPORT 500
Total ................................. 3a 251,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 107,326  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 151,283  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 467,209  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 725,818 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
725,818
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 2,300 1,150   1,150

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
HQ-LAND 1999-12-01 308,720   L   0 0    
HQ-BUILDING 1999-12-01 780,000 500,833 SL 39.000000000000 20,000 20,000    
SCHOOL-LAND 1999-12-01 25,520   L   0 0    
PO-LAND 1999-01-21 252,000   L   0 0    
NEW ROOF 2022-05-19 15,400 1,020 SL 39.000000000000 395 395    
FURNACE 2021-12-02 10,638 830 SL 39.000000000000 273 273    
CIP - DEPOSIT ON ROOF REPAIR 2022-05-19 4,600   NC 0 % 0 0    

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Name of Bond End of Year Book Value End of Year Fair Market Value
AEP TEXAS INC 5.45% DUE 05/15/29 20,125 20,697
AON CORP/AON GL 4.5%28 DUE 12/15/28 39,102 40,461
AMERICAN TOWER CO 5.8% DUE 11/15/28 20,403 20,854
AMPHENOL CORP 5.25% DUE 04/05/34 60,269 62,340
APPALACHIAN POWER 4.5%32 DUE 08/01/32 37,151 39,521
ATHENE HOLDING 6.15% DUE 04/03/30 45,203 47,604
CHUBB INA HOLDING 4.9% DUE 08/15/35 25,381 25,088
CITIGROUP INC MEDIU 4%26 DUE 04/29/26 45,000 44,985
COMCAST CORP 7.05%33 DUE 03/15/33 53,089 57,172
CONOCOPHILLIPS C 5.05% DUE 09/15/33 20,509 20,564
DEERE & CO 5.45% DUE 01/16/35 61,192 63,134
FIDELITY NTNL INF 4.7% DUE 07/15/27 45,007 45,198
INGERSOLL RAND 5.314% DUE 06/15/31 50,757 52,263
JPMORGAN CHASE & VAR 30 DUE 06/14/30 45,010 45,463
LOCKHEED MARTIN C 4.5% DUE 05/15/36 59,595 58,662
MOSAIC CO NEW 5.45%33 DUE 11/15/33 40,514 41,018
MOTOROLA SOLUTION 5/6% DUE 06/01/32 20,108 21,052
PACIFICCORP 5.3% DUE 02/15/31 59,760 61,712
PEPSICO INC 4.3% DUE 7/23/30 20,062 20,216
ROPER TECHNOLOGIES 1.4%27 DUE 09/15/27 49,930 47,882
RPM INTERNTNL IN 4.55%29 DUE 03/01/29 47,020 50,560
TARGA RESOURCES PAR 5%28 DUE 01/15/28 49,259 50,010
TARGET CORP 5.0% DUE 04/15/35 29,848 30,401
THE CLOROX CO DUE 05/01/29 44,802 45,566
VERSIGN INC 4.76% DUE 07/15/27 19,976 20,009
WELLS FARGO & CO 5.25% DUE 02/15/34 49,717 49,235
WELLTOWER INC 4.25% DUE 04/01/26 24,878 24,997

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 38,693 219,100
AMAZON.COM INC 67,060 173,115
AMERICAN WATER WORKS 18,127 32,625
AMETEK INC 36,659 61,593
AMPHENOL CORP 3,031 94,598
AON PLC 54,918 88,220
APPLE INC 10,290 224,284
ASML HOLDING NV 64,458 106,986
BANK OF AMERICA CORP 55,680 82,500
BERKSHIRE HATHAWAY 40,939 125,663
BROADCOM INC 97,043 95,178
CATERPILLAR INC 14,226 17,186
CHUBB LTD F 41,377 46,818
CONOCOCOPHILLIPS 21,052 37,444
COSTCO WHOLESALE CO 57,430 86,234
DANAHER CORP 24,354 57,230
DEERE & CO 27,494 27,934
EATON CORP PLC 18,414 31,851
ELI LILLY AND CO 80,404 107,468
EXXON MOBIL CORP 18,642 48,136
GE AEROSPACE 33,209 61,606
GOLDMAN SACHS GROUP INC 114,217 175,800
HOME DEPOT INC 26,545 51,615
IDEXX LABS INC 2,178 33,827
INTUIT INC 9,779 66,242
INTUITIVE SURGICAL INC 18,473 22,654
JOHNSON & JOHNSON 25,222 25,869
LINDE PLC 30,137 53,299
MEDTRONIC PLC 39,502 48,030
META PLATFORMS INC. 29,896 148,520
METTLER TOLEDO INTL 19,205 20,913
MICROSOFT CORP 60,344 253,900
NETFLIX INC 48,748 46,880
NEXTERA ENERGY INC 27,074 49,774
NORTHROP GRUMMAN CO 14,391 28,510
NVIDIA CORP 24,806 279,750
PALO ALTO NETWORKS 21,671 101,310
PEPSICO INC 44,129 43,056
PHILLIPS 66 5,714 22,582
PROCTER GAMBLE 68,247 64,489
ROCKWELL AUTOMATION 21,659 38,907
SERVICENOW INC 73,332 57,446
SHERWIN-WILLIAMS CO 21,203 19,442
STRYKER CORP 42,792 43,934
TAKE-TWO INTERACTIVE SOF 45,484 83,210
THERMO FISHER SCNTFC 11,160 43,459
TJX COMPANIES INC 31,914 61,444
TRACTOR SUPPLY COMP 30,300 50,010
UNION PAC CORP 41,274 40,481
VISA INC 25,475 113,981
WASTE CONNECTIONS INC F 32,551 35,072
AMERN TOWER CORP 42,755 48,282
ISHARES CORE S&P MID CAP 223,558 231,000
VANGUARD STSE ALL WORLD 40,841 49,653
VANGUARD SMALL CAP ETF 173,106 180,565
AMERICAN FD EUROPACIFIC 134,575 154,188
GOLDMAN SACHS EMERGING M 260,000 249,248

TY 2025 InvestmentsLandSchedule2
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
HQ-LAND 308,720 0 308,720  
HQ-BUILDING 780,000 520,833 259,167  
SCHOOL-LAND 25,520 0 25,520  
PO-LAND 252,000 0 252,000  
NEW ROOF 15,400 1,415 13,985  
FURNACE 10,638 1,103 9,535  
CIP - DEPOSIT ON ROOF REPAIR 4,600 0 4,600  

TY 2025 LegalFeesSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BSSN-INVEST 0 0   0
BSSN-GRANT RELATED 3,284 0   3,284
BSSN-G&A 9,550 0   0


TY 2025 OtherAssetsSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDEND INCOME 1,290    


TY 2025 OtherExpensesSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 14,317 14,317   0
REPAIRS 17,364 17,364   0
TAXES 21,702 21,702   0
UTILITIES 2,407 2,407   0


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 29,252 29,252   0


TY 2025 TaxesSchedule
Name:
THE ROBERT AND DOROTHY GOLDBERG
 
CHARITABLE FOUNDATION
EIN:
31-1622560
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,228 1,228   0
990-PF TAX 12,280 0   0