The Max and Morton M Rosenfeld
The Max and Morton M Rosenfeld is a private foundation, based in Narragansett, RI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $701K in total assets. In 2025, it awarded 1 grant totaling $130K. Net investment income was $113K.
The Max and Morton M Rosenfeld at a glance
In short: The Max and Morton M Rosenfeld gave $130K across 1 grant in 2025 (avg $130K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $130,000
- -11.3% vs 2024
- Grants made (2025)
- 1
- -83.3% vs 2024
- Average grant
- $130,000
- +432.4% vs 2024
- Median grant
- $130,000
- Total assets
- $700,824
- -2.9% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Max and Morton M Rosenfeld funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fidelity Charitable Foundation ($130K).
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 19 grants of 23 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Max and Morton M Rosenfeld gives
- Giving grew 71% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $76K (2021) to $147K (2024). In 2025 it made 1 grant totaling $130K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Foundation Boston, MA | Donor Advised Fund | $130,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $700,824 | $117,824 | $138,879 | $130,000 | 1 | $130,000 | $113,002 | $135,827 |
| 2024 | $721,879 | $122,471 | $154,769 | $146,500 | 6 | $146,500 | $117,742 | $129,884 |
| 2023 | $754,177 | $91,359 | $143,470 | $136,000 | 7 | $138,075 | $86,509 | $129,660 |
| 2022 | $806,288 | $77,939 | $86,629 | $76,000 | 5 | $78,013 | $80,447 | $105,510 |
| 2021 | $814,978 | $92,542 | $87,898 | $76,000 | 4 | $81,235 | $87,279 | $85,483 |
| 2020 | $810,334 | $114,388 | $94,127 | $85,000 | 4 | — | $80,491 | $78,315 |
| 2019 | $790,073 | $101,382 | $89,286 | $80,000 | 3 | — | $97,871 | $74,401 |
Under IRS private-foundation payout rules, The Max and Morton M Rosenfeld reported a distributable amount of $136K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Max and Morton M Rosenfeld's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michael Rosenfeld
Director
On filings since 2019
No compensation reported
Naomi Rosenfeld
Director
Secretary → Director, 2021
On filings since 2019
No compensation reported
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.
Frequently asked questions about The Max and Morton M Rosenfeld
How much does The Max and Morton M Rosenfeld give each year?
The Max and Morton M Rosenfeld gave $130K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $147K across 6 grants.
How large is The Max and Morton M Rosenfeld?
The Max and Morton M Rosenfeld reported $701K in total assets on its 2025 IRS Form 990-PF. It paid out $130K in qualifying distributions that year, against a required minimum of $136K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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