Max & Gertrude Charles & Phyllis Newman

Private foundation · Grantmaker Scottsdale, AZ EIN: 41-1857341

Max & Gertrude Charles & Phyllis Newman is a private foundation focused on religion, based in Scottsdale, AZ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 2 grants totaling $104K. Net investment income was $114K.

Key facts about Max & Gertrude Charles & Phyllis Newman

In short: Max & Gertrude Charles & Phyllis Newman gave $104K across 2 grants in 2025 (avg $52K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
41-1857341
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$103,886
Grants made (2025)
2
Average grant
$51,943
Median grant
$51,943
Total assets
$3,649,389
Primary geography
Minnesota (95% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.6M

+13.9% YoY

Annual Giving

$104K

-2.4% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$52K

+46.4% YoY

Under IRS private-foundation payout rules, Max & Gertrude Charles & Phyllis Newman reported a distributable amount of $166K for 2025 — the minimum it must pay out in qualifying distributions.

How Max & Gertrude Charles & Phyllis Newman gives

  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 62% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Max & Gertrude Charles & Phyllis Newman?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

PhoenixHopkinsChula VistaMinnetonkaBerkeleyDavisNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2020 3 grants2021 4 grants2022 3 grants2023 3 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $101K (2020) to $129K (2023). In 2025 it made 2 grants totaling $104K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Adath Jeshurun Fnd: $99KAdath Jeshurun Fnd$99KArizona Humane Society: $5KArizona Humane Society$5K

The largest 2025 recipient was Adath Jeshurun Fnd ($99K). Together the top 2 received $104K.

Grant Size Distribution

15 grants across all recorded years

10<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 15 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Adath Jeshurun Fnd Minnetonka, MNCharity$98,886
Arizona Humane Society Phoenix, AZCharity$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,649,389$3,203,786$2,884,932
Revenue$154,213$82,011$82,231
Expenses$145,590$150,011$176,188
Qualifying Distributions$103,886$106,432$176,188
Net Investment Income$114,186$38,432$82,231
Distributable Amount$166,291—$195,553

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 2, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 26, 2025)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 16, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Max & Gertrude Charles & Phyllis Newman is led by Charles J. Newman, President on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Charles J. Newman

    President

    On filings since 2020

    No compensation reported

Former officers (3)
  • Former: Bernard Goldblatt (2020) — Director
  • Former: Lauren Epshteyn (2020) — Director
  • Former: Phyllis J. Newman (2020) — Officer

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Max & Gertrude Charles & Phyllis Newman

How much does Max & Gertrude Charles & Phyllis Newman give each year?

Max & Gertrude Charles & Phyllis Newman gave $104K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $106K across 3 grants.

How large is Max & Gertrude Charles & Phyllis Newman?

Max & Gertrude Charles & Phyllis Newman reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $104K in qualifying distributions that year, against a required minimum of $166K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Max & Gertrude Charles & Phyllis Newman?

Max & Gertrude Charles & Phyllis Newman is a private foundation focused on religion, based in Scottsdale, AZ. It holds $3.6M in total assets as of 2025.

Where does Max & Gertrude Charles & Phyllis Newman operate?

Max & Gertrude Charles & Phyllis Newman has awarded grants in Alabama, Arizona, California, Minnesota, New York.

What is Max & Gertrude Charles & Phyllis Newman's EIN?

Max & Gertrude Charles & Phyllis Newman's EIN (Employer Identification Number) is 41-1857341. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Max & Gertrude Charles & Phyllis Newman by hand.

Explore Open Grants

Browse active grant opportunities in Max & Gertrude Charles & Phyllis Newman's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Arizona

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The Bristol-Myers Squibb Foundation supports health-access initiatives for disproportionately affected populations, including cancer, blood disorders, brain health, and clinical-trial participation, in the United States and internationally. In 2024, its median grant was $134,090, though awards varied widely; it says application materials are available upon request and advises organizations to contact it about the process, but does not state whether unsolicited requests are accepted.

Assets

$83.3M

Grants

144

Total Given

$67.7M

Christian V and Lisa D Young

Scottsdale, AZ

The foundation supports organizations working in conservation, wildlife protection, humanitarian response, and community services, with 2024 grants ranging from $500 to $60,543 and a median of $11,000. It is based in Scottsdale, Arizona, and its 2024 grants went mostly to organizations in Washington, D.C., California, Virginia, Arizona, and Utah. It does not accept unsolicited requests and gives only to preselected charitable organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$7.3M

Grants

37

Total Given

$590K

Arizona Community Foundation

Phoenix, AZ

The Arizona Community Foundation funds eligible nonprofits and community-serving organizations across arts and culture, education, community development, health and human services, the environment, and other areas, primarily in Arizona and sometimes nationally. Its 2025 median grant was $17,760; it accepts competitive applications during grant cycles, while donor-advised grants cannot be applied for.

Assets

$1.2B

Grants

1,174

Total Given

$92.9M

LPL Financial Foundation Inc

Boston, MA

Assets

$7.8M

Grants

55

Total Given

$2.3M

The Albertsons Companies Foundation

Pleasanton, CA

The Albertsons Companies Foundation funds hunger relief as its priority, along with youth and education, health and human services, veterans, and people with special needs in communities where Albertsons operates. Its 2025 grants ranged from $5,015 to $5 million, with a median of $15,750; local program awards are often smaller and vary by location. The profile describes local application opportunities and Nourishing Neighbors RFPs, but does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$79.9M

Grants

800

Total Given

$55.8M

The Picerne Family Charitable Foundation

Phoenix, AZ

The Phoenix-based Picerne Family Charitable Foundation funds nonprofits and programs in education, arts, health and mental health, older-adult services, affordable housing, equity, and the environment. Its 2025 grants had a median of $1,250, though amounts varied widely; specific programs offer awards up to $15,000 and serve areas including Southern California, San Diego, and Orange County. The profile describes application processes for certain programs but does not state whether it accepts unsolicited general requests.

Assets

$23.9M

Grants

672

Total Given

$2.5M

Petsmart Charities Inc

Phoenix, AZ

PetSmart Charities funds nonprofit and municipal programs for companion animals, including adoption, veterinary-care access, pet-food assistance, and disaster response. Its 2026 grants had a median of $15,000, with awards ranging from $5,100 to $8.1 million, for eligible organizations in the United States, its territories, and Canada. The profile lists application pathways for several grant programs; its Accelerator Sustainable Veterinary Care Grants are invitation-only.

Environment & Animals

Assets

$96.8M

Grants

655

Total Given

$48.1M

Virginia G Piper Charitable Trust

Phoenix, AZ

Virginia G Piper Charitable Trust funds nonprofits and community partners serving Maricopa County, Arizona, in arts and culture, children, education, healthcare, older adults, religion, and nonprofit capacity. In 2025, grants ranged from $25 to $1 million, with a median of $7,500. It uses a competitive application process that begins with a Letter of Inquiry; unsolicited requests are not explicitly addressed.

Assets

$429.9M

Grants

483

Total Given

$24.5M

The Sprouts Healthy Communities Foundation

Phoenix, AZ

The Sprouts Healthy Communities Foundation funds nutrition education and access, school and community gardens, cooking education, wellness, and disaster relief. Its open grants typically provide $5,000–$10,000; larger awards include two-year grants of $50,000–$100,000 and multi-year Impact Grants of varying amounts. It supports eligible nonprofits and public schools in states where Sprouts operates, and accepts applications through its grants portal.

Assets

$6.0M

Grants

349

Total Given

$13.1M

Community Foundation for Southern Arizona

Tucson, AZ

The Community Foundation for Southern Arizona funds community-driven nonprofits through programs for general operating support, grassroots groups, scholarships, local news, solar projects, and other community priorities. Its 2025 grants ranged from $5,300 to $1,062,929, with a median of $20,000, and primarily support Southern Arizona’s seven counties and six tribal nations. It offers competitive grant rounds; apply according to the specific opportunity’s guidelines.

Philanthropy, Voluntarism & Grantmaking

Assets

$219.5M

Grants

346

Total Given

$11.8M

Osaic Foundation Inc

Scottsdale, AZ

OSAIC Foundation supports community-building, financial literacy education, and workforce development, with grants linked to volunteer efforts by Osaic professionals and employees; it funds communities across the United States. In 2024, grants ranged from $350 to $150,000, with a median of $1,000. It does not accept unsolicited requests, but eligible Osaic-affiliated volunteers may apply through its Local Community Grant Program.

Assets

$83K

Grants

281

Total Given

$1.1M

Dignity Health

Phoenix, AZ

Dignity Health funds nonprofit health and community programs addressing local needs such as access to care, prevention, mental health, health equity, and social determinants of health. Its 2025 grants had a median of $40,000, with giving concentrated in California and Arizona; local programs include Sacramento and Yolo Counties and the Yavapai County area. It solicits proposals through specific local grant cycles, but the profile does not state whether unsolicited requests are accepted.

Assets

$22.8B

Grants

230

Total Given

$320.3M

More Funders in Arizona

Max & Gertrude Charles & Phyllis Newman down — hundreds of funders to go?

Want AI to do this for you?