The Max and Morton M Rosenfeld

NARRAGANSETT, RI EIN: 13-6137869

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$722K

-4.3% YoY

Annual Giving

$147K

+7.7% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$24K

+25.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$85K$128K$170K20202021202220232024
Metric202420232022
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

$0$37K$73K$110K$147K4 grants20204 grants20215 grants20227 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

UMBRELLA ARTS CENTER$100KINTERNATIONAL RESCUE COM…$16KWORLD FOOD KITCHEN$16KPARTNERS IN HEALTH$9KEMERSON HOSPITAL$5KBLOCK ISLAND HEALTH SERV…$1K

Grant Size Distribution

26 grants across all recorded years

22<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Max and Morton M Rosenfeld fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL ROSENFELDDIRECTOR
NAOMI ROSENFELDDIRECTOR

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

BostonConcordLowellNew ShorehamNew YorkShrewburyShrewsburyWashington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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