Max P Gottfried Testamentary

LAMBERTVILLE, MI EIN: 65-6404584

Max P Gottfried Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAMBERTVILLE, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 4 grants totaling $77K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

+6.5% YoY

Annual Giving

$77K

+6.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+6.5% YoY

Under IRS private-foundation payout rules, Max P Gottfried Testamentary reported a distributable amount of $188K for 2024 — the minimum it must pay out in qualifying distributions.

About Max P Gottfried Testamentary

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Max P Gottfried Testamentary?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $307K (46%)

Tennessee $118K (18%)

New Jersey $89K (13%)

Georgia $30K (5%)

Indiana $30K (5%)

Maryland $30K (5%)

New York $30K (5%)

Pennsylvania $30K (5%)

States

Georgia Indiana Maryland New Jersey New York Ohio Pennsylvania Tennessee

Cities

AtlantaColumbiaColumbusCranfordIndianapolisMemphisNew YorkPittsburghToledo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,915,314	$3,675,221	$3,191,085
Revenue	$103,017	$207,179	$284,949
Expenses	$183,241	$175,752	$361,275
Qualifying Distributions	$118,243	$102,676	$282,907
Net Investment Income	$24,059	$134,617	$202,427
Distributable Amount	$187,662	$165,292	$175,279

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Atheists ($19,374), Planned Parenthood of Greater Ohio ($19,373), St Jude Children's Research Hospital ($19,373).

Recipient	Purpose	Amount
AMERICAN ATHEISTS CRANFORD, NJ	GENERAL OPERATIONS	$19,374
PLANNED PARENTHOOD OF GREATER OHIO COLUMBUS, OH	GENERAL OPERATIONS	$19,373
ST JUDE CHILDREN'S RESEARCH HOSPITAL MEMPHIS, TN	GENERAL OPERATINOS	$19,373
THE UNIVERSITY OF TOLEDO FOUNDATION TOLEDO, OH	GENERAL OPERATIONS	$19,373

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRENT M GOTTFRIED	TRUSTEE	10	$45,940

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Max P Gottfried Testamentary?

Max P Gottfried Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAMBERTVILLE, MI. It holds $3.9M in total assets as of 2024.

How large is Max P Gottfried Testamentary?

As of 2024, Max P Gottfried Testamentary holds $3.9M in total assets with $103K in annual revenue. It awarded 4 grants totaling $77K in 2024.

Where does Max P Gottfried Testamentary operate?

Max P Gottfried Testamentary has awarded grants in Georgia, Indiana, Maryland, New Jersey, New York, Ohio, Pennsylvania, Tennessee.

What size grants does Max P Gottfried Testamentary award?

In 2024, Max P Gottfried Testamentary awarded 4 grants totaling $77K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Max P Gottfried Testamentary required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Max P Gottfried Testamentary reported a distributable amount of $188K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.