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.

Max & Gertrude Charles & Phyllis Newman at a glance

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.

Annual giving (2025)
$103,886
-2.4% vs 2024
Grants made (2025)
2
-33.3% vs 2024
Average grant
$51,943
+46.4% vs 2024
Median grant
$51,943
Total assets
$3,649,389
+13.9% vs 2024
Primary geography
Minnesota (95% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Max & Gertrude Charles & Phyllis Newman funds

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%).

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

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.

Giving History

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.

Grants by year

Grant recipients and amounts by year

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

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$3,649,389$154,213$145,590$103,8862$103,886$114,186$166,291
2024$3,203,786$82,011$150,011$106,4323$106,432$38,432—
2023$2,884,932$82,231$176,188$129,1733$176,188$82,231$195,553
2022$4,071,738$60,030$151,565$126,0514$151,864$57,821$11,464
2021$1,547,564$284,348$116,560$101,7093—$280,235$127,370
2020$3,990,221$116,807$119,201$101,3953—$100,971$167,292

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.

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.

Data update history

(7)

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

Live grants for the work Max & Gertrude Charles & Phyllis Newman funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Max & Gertrude Charles & Phyllis Newman's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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