Mildred M Soefer Family Foundation
The Mildred M Soefer Family Foundation is a private foundation based in Monmouth Beach, New Jersey. In 2025, it reported 12 grants totaling $140,500, with recipients including charitable, cultural, educational, and other organizations.
Key facts about Mildred M Soefer Family Foundation
In short: Mildred M Soefer Family Foundation gave $141K across 12 grants in 2025 (avg $12K), mostly in New Jersey. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-1449133
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $140,500
- Grants made (2025)
- 12
- Average grant
- $11,708
- Median grant
- $4,150
- New grantees (estimate)
- 50% first-time grantees (5 of 10, 2025)
- Total assets
- $1,789,345
- Primary geography
- New Jersey (84% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
-1.7% YoY
Annual Giving
$141K
+30.1% YoY
Grant Count
12
+33.3% YoY
Avg Grant Size
$12K
-2.4% YoY
Under IRS private-foundation payout rules, Mildred M Soefer Family Foundation reported a distributable amount of $150K for 2025 — the minimum it must pay out in qualifying distributions.
Is Mildred M Soefer Family Foundation open to new grantees?
50%
first-time grantees, 2025
In 2025, 5 of 10 grantees (50%) were first-time recipients. First grants averaged $16K; repeat grants $12K. How we count
Medians: $5K first-time, $10K repeat.
- 30% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, the Axelrod Performing Arts Center describes its mission as presenting diverse cultural programs and fostering appreciation of the arts. The Maddie Kramer Foundation says it aims to bring joy to the hospital experience for children with cancer and provide related charitable assistance. Lunch Break describes its work as providing food, emergency shelter, clothing, and life skills to people in need. Kellman Brown Academy says it seeks to empower children through academic excellence, Jewish values, and personal growth.
Grantmaking
In 2025, the foundation gave 12 grants totaling $140,500. Grant amounts ranged from $1,000 to $50,000, with a median of $4,150.
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Geographic Focus
Where this funder awards grants
In 2025, the reported shares of grant dollars by recipient state were New Jersey, 84%; Illinois, 11%; Washington, DC, 4%; and New York, 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $93K (2019) to $141K (2025). In 2025 it made 12 grants totaling $141K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Temple Beth Shalom ($50K). Together the top 10 received $141K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 45 grants of 48 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Beth Shalom Cherry Hill, NJ | For the Rabbi's Fund | $50,000 |
| Jewish Federation of Southern NJ Cherry Hill, NJ | General Support | $30,000 |
| Axelrod Performing Arts Center Deal, NJ | General Support | $20,000 |
| The Maddie Kramer Foundation Glencoe, IL | General Support | $15,000 |
| Friends of Yad Lakashish Englewood, NJ | General Support | $10,000 |
| United States Holocaust Memorial Museum Washington, DC | General Support | $5,000 |
| Lunch Break Red Bank, NJ | General Support in Memory of Milt Gottschalk | $3,300 |
| Kellman Brown Academy Voorhees, NJ | General Support | $1,800 |
| Lunch Break Red Bank, NJ | General Support in Memory of Milt Gottschalk | $1,700 |
| Memorial Sloan Kettering Cancer Center Brooklyn, NY | General Support | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,789,345 | $156,756 | $187,636 | $140,500 across 12 grants |
| 2024 | $1,820,560 | $150,209 | $157,680 | $108,000 across 9 grants |
| 2023 | $1,827,734 | $244,637 | $165,877 | $121,386 across 11 grants |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,789,345 | $1,820,560 | $1,827,734 |
| Revenue | $156,756 | $150,209 | $244,637 |
| Expenses | $187,636 | $157,680 | $165,877 |
| Qualifying Distributions | $152,873 | $120,372 | $133,773 |
| Net Investment Income | $122,261 | $117,126 | $214,757 |
| Distributable Amount | $150,340 | $142,413 | $125,621 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 20, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Emily Gottschalk was listed as a trustee on the 2025 filing.
Mildred M Soefer Family Foundation is led by Emily Gottschalk, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Emily Gottschalk
Trustee
On filings since 2019
4 hrs/week
$8K (2019) → $15K (2025)
Former officers (2)
- Former: Milton Gottschalk Dec'd (2024) — Trustee
- Former: Milton Gottschalk (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to Emily Gottschalk (Trustee).
Contact
Mailing address: 46 Ocean Avenue, Monmouth Beach, NJ 07750
Phone: (856) 751-2020
Frequently asked questions about Mildred M Soefer Family Foundation
How much does Mildred M Soefer Family Foundation give each year?
Mildred M Soefer Family Foundation gave $141K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $108K across 9 grants.
What is Mildred M Soefer Family Foundation's typical grant size?
Mildred M Soefer Family Foundation's median grant in 2025 was $4,150, and its average grant was $11,708, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Mildred M Soefer Family Foundation that year got $16K on average.
Where does Mildred M Soefer Family Foundation give grants?
Mildred M Soefer Family Foundation gives mostly in New Jersey: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (11%). The most frequent recipient cities were Cherry Hill, NJ (2 grants), Red Bank, NJ (2 grants) and Brooklyn, NY (2 grants).
Does Mildred M Soefer Family Foundation give general operating support?
Yes: 92% of Mildred M Soefer Family Foundation's 2025 grants with a stated purpose (11 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Mildred M Soefer Family Foundation's largest grantees?
Mildred M Soefer Family Foundation's largest 2025 grantees include Temple Beth Shalom ($50,000), Jewish Federation of Southern NJ ($30,000) and Axelrod Performing Arts Center ($20,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is Mildred M Soefer Family Foundation?
Mildred M Soefer Family Foundation reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $150K (roughly 5% of its investment assets).
What does Mildred M Soefer Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, the Axelrod Performing Arts Center describes its mission as presenting diverse cultural programs and fostering appreciation of the arts. See mission & focus areas ↑
How do I apply for a grant from Mildred M Soefer Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mildred M Soefer Family Foundation's EIN?
Mildred M Soefer Family Foundation's EIN (Employer Identification Number) is 27-1449133. IRS Form 990 filing data is available on this page for 2019–2025.
Does Mildred M Soefer Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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