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Also known as: CHARITABLE TRUST
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Max P Gottfried Testamentary Charitable Trust is a private trust based in LAMBERTVILLE, MI. The foundation received its IRS ruling in 2003. It holds total assets of $3.9M. Annual income is reported at $1.5M. Total assets have grown from $2.5M in 2011 to $3.7M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Ohio, New Jersey and Tennessee. According to available records, Max P Gottfried Testamentary Charitable Trust has made 35 grants totaling $828K, with a median grant of $18K. Annual giving has decreased from $135K in 2020 to $73K in 2023. Grantmaking activity was highest in 2022 with $485K distributed across 20 grants. Individual grants have ranged from $14K to $68K, with an average award of $24K. The foundation has supported 12 unique organizations. The foundation primarily supports organizations in Ohio, Tennessee, New Jersey, which account for 71% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$14K
Median Grant
$15K
Average Grant
$19K
Largest Grant
$30K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Max P Gottfried Testamentary Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 35 grants. Its grantmaking reaches organizations primarily in OH, TN, NJ.
Max P Gottfried Testamentary Charitable Trust has distributed a total of $828K across 35 grants. The median grant size is $18K, with an average of $24K. Individual grants have ranged from $14K to $68K.
Max P Gottfried Testamentary Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Max P Gottfried Testamentary Charitable Trust is headquartered in LAMBERTVILLE, MI. While based in MI, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Brent M Gottfried | TRUSTEE | $54K | $0 | $54K |
Total Giving
$176K
Total Assets
$3.7M
Fair Market Value
$3.7M
Net Worth
$3.7M
Grants Paid
$73K
Contributions
N/A
Net Investment Income
$135K
Distribution Amount
$165K
Total: $3.6M
Total Grants
35
Total Giving
$828K
Average Grant
$24K
Median Grant
$18K
Unique Recipients
12
Most Common Grant
$18K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyGENERAL OPERATIONS | Toledo, OH | $30K | 2020 |
| American AtheistsGENERAL OPERATIONS | Cranford, NJ | $18K | 2023 |
| Planned Parenthood Of Greater OhioGENERAL OPERATIONS | Columbus, OH | $18K | 2023 |
| St Jude Children'S Research HospitalGENERAL OPERATINOS | Memphis, TN | $18K | 2023 |
| The University Of Toledo FoundationGENERAL OPERATIONS | Toledo, OH | $18K | 2023 |
| Eskenazi Health FoundationGENERAL OPERATIONS | Indianapolis, IN | $30K | 2022 |
| Medstar Health Office Of PhilanthropyGENERAL OPERATIONS | Columbia, MD | $30K | 2022 |
| New York-Presbyterian Fund IncGENERAL OPERATIONS | New York, NY | $30K | 2022 |
| Shriners Hospital For ChildrenGENERAL OPERATIONS | Atlanta, GA | $30K | 2022 |
| Upmc Mercy Attn Trauma ServicesGENERAL OPERATIONS | Pittsburgh, PA | $30K | 2022 |
| Maumee Valley Save A PetGENERAL OPERATIONS | Toledo, OH | $20K | 2022 |
| Herc Foundation Co Toledo Hospital FoundationGENERAL OPERATIONS | Toledo, OH | $15K | 2020 |