The Max and Morton M Rosenfeld

Foundation · Grantmaker NARRAGANSETT, RI EIN: 13-6137869

The Max and Morton M Rosenfeld is a private foundation, based in NARRAGANSETT, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $722K in total assets. In 2024, it awarded 6 grants totaling $147K. Net investment income was $118K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$722K

-4.3% YoY

Annual Giving

$147K

+7.7% YoY

Grant Count

-14.3% YoY

Avg Grant Size

$24K

+25.7% YoY

Under IRS private-foundation payout rules, The Max and Morton M Rosenfeld reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.

About The Max and Morton M Rosenfeld

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $408K (79%)

New York $57K (11%)

District of Columbia $46K (9%)

Rhode Island $9K (2%)

States

District of Columbia Massachusetts New York Rhode Island

Cities

BostonConcordLowellNew ShorehamNew YorkShrewburyShrewsburyWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$721,879	$754,177	$806,288
Revenue	$122,471	$91,359	$77,939
Expenses	$154,769	$143,470	$86,629
Qualifying Distributions	$146,500	$138,075	$78,013
Net Investment Income	$117,742	$86,509	$80,447
Distributable Amount	$129,884	$129,660	$105,510

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

26 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Umbrella Arts Center ($100,000), International Rescue Comittee ($16,000), World Food Kitchen ($16,000).

Recipient	Purpose	Amount
BLOCK ISLAND HEALTH SERVICES NEW SHOREHAM, RI	GENERAL PURPOSES	$1,000
EMERSON HOSPITAL CONCORD, MA	GENERAL PURPOSES	$5,000
INTERNATIONAL RESCUE COMITTEE NEW YORK, NY	UKRAINE AND GAZA AID	$16,000
PARTNERS IN HEALTH BOSTON, MA	GENERAL PURPOSES	$8,500
UMBRELLA ARTS CENTER CONCORD, MA	GENERAL PURPOSES	$100,000
WORLD FOOD KITCHEN WASHINGTON, DC	ULRAINE AND GAZA AID	$16,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MICHAEL ROSENFELD	DIRECTOR	—	—
NAOMI ROSENFELD	DIRECTOR	—	—

Frequently Asked Questions

How large is The Max and Morton M Rosenfeld?

As of 2024, The Max and Morton M Rosenfeld holds $722K in total assets with $122K in annual revenue. It awarded 6 grants totaling $147K in 2024.

Where does The Max and Morton M Rosenfeld operate?

The Max and Morton M Rosenfeld has awarded grants in District of Columbia, Massachusetts, New York, Rhode Island.

What size grants does The Max and Morton M Rosenfeld award?

In 2024, The Max and Morton M Rosenfeld awarded 6 grants totaling $147K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is The Max and Morton M Rosenfeld required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Max and Morton M Rosenfeld reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Max and Morton M Rosenfeld's EIN?

The Max and Morton M Rosenfeld's EIN (Employer Identification Number) is 13-6137869. IRS Form 990 filing data is available on this page for 2020–2024.