Max P Gottfried Testamentary
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
4
+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
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.
Focus Areas
Ready to take the next step with Max P Gottfried Testamentary?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
What is Max P Gottfried Testamentary's EIN?
Max P Gottfried Testamentary's EIN (Employer Identification Number) is 65-6404584. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Max P Gottfried Testamentary's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Bristol-myers Squibb Foundation Inc
PRINCETON, NJ
Assets
$83.3M
Grants
144
Total Given
$67.7M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
The Cleveland Foundation
CLEVELAND, OH
Assets
$3.3B
Grants
1,016
Total Given
$184.2M
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
More Funders in Michigan
Data last updated April 2026. Sourced from IRS Form 990-PF filings.