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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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