Mildred M Soefer Family Foundation
Mildred M Soefer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONMOUTH BEACH, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 9 grants totaling $108K. Net investment income was $117K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-0.4% YoY
Annual Giving
$108K
-11.0% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$12K
+8.7% YoY
Under IRS private-foundation payout rules, Mildred M Soefer Family Foundation reported a distributable amount of $142K for 2024 — the minimum it must pay out in qualifying distributions.
About Mildred M Soefer Family Foundation
Based on IRS filings
Mildred M Soefer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONMOUTH BEACH, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 9 grants totaling $108K. Net investment income was $117K.
Focus Areas
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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 | $1,820,560 | $1,827,734 | $1,749,504 |
| Revenue | $150,209 | $244,637 | $156,667 |
| Expenses | $157,680 | $165,877 | $170,384 |
| Qualifying Distributions | $120,372 | $133,773 | $137,885 |
| Net Investment Income | $117,126 | $214,757 | $125,468 |
| Distributable Amount | $142,413 | $125,621 | $130,226 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Southern Nj ($42,400), Friends of Yad Lakashish ($15,000), The Maddie Kramer Foundation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF YAD LAKASHISH ENGLEWOOD, NJ | GENERAL SUPPORT IN MEMORY OF MILT GOTTSCHALK | $15,000 |
| JEWISH FEDERATION OF SOUTHERN NJ CHERRY HILL, NJ | GENERAL SUPPORT | $42,400 |
| TEMPLE BETH SHOLOM CHERRY HILL, NJ | FOR THE RABBI'S FUND IN MEMORY OF MILT GOTTSCHALK | $5,000 |
| THE MADDIE KRAMER FOUNDATION GLENCOE, IL | GENERAL SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY NEW YORK, NY | IN HONOR OF DR. ARNOLD BASKIES' HUMANITARIAN AWARD BY THE AMERICAN CANCER SOCIETY | $10,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY MORRISTOWN, NJ | GENERAL SUPPORT FOR IMPACT 100 JERSEY COAST | $1,100 |
| THE MADDIE KRAMER FOUNDATION GLENCOE, IL | GENERAL SUPPORT IN MEMORY OF MILT GOTTSCHALK | $15,000 |
| HONESTREPORTINGCOM INC NEW YORK, NY | TO ASSIST IN GETTING TO THE TRUTH ABOUT ANT-SEMITISM IN THE MEDIA IN THE MEMORY OF MILT GOTTSCHALK | $7,500 |
| COMMUNITY FOUNDATION OF NEW JERSEY MORRISTOWN, NJ | GENERAL SUPPORT FOR IMPACT 100 JERSEY COAST | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MILTON GOTTSCHALK DEC'D 2024 | TRUSTEE | 4 | $7,500 |
| EMILY GOTTSCHALK | TRUSTEE | 4 | $7,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mildred M Soefer Family Foundation?
Mildred M Soefer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONMOUTH BEACH, NJ. It holds $1.8M in total assets as of 2024.
How large is Mildred M Soefer Family Foundation?
As of 2024, Mildred M Soefer Family Foundation holds $1.8M in total assets with $150K in annual revenue. It awarded 9 grants totaling $108K in 2024.
Where does Mildred M Soefer Family Foundation operate?
Mildred M Soefer Family Foundation has awarded grants in Florida, Illinois, Massachusetts, New Jersey, New York.
What size grants does Mildred M Soefer Family Foundation award?
In 2024, Mildred M Soefer Family Foundation awarded 9 grants totaling $108K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Mildred M Soefer Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mildred M Soefer Family Foundation reported a distributable amount of $142K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.