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Mildred M Soefer Family Foundation

  • Monmouth Bch, NJ
  • Tax-exempt since Aug. 2012
  • EIN: 27-1449133

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$150k (2024)

Expenses
$158k (2024)

Total Assets
$1.82M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,209
Expenses
$157,680
Net Income
-$7,471
Net Assets
$1,820,560
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,658
54.4%
Sales of Assets $68,551
45.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,372
76.3%
Compensation of Officers* $15,000
9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,820,560
Total Liabilities $0
Net Assets $1,820,560
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk Dec'd 2024 (Trustee) $7,500 $0
Emily Gottschalk (Trustee) $7,500 $0

Document Links

990-PF
Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$244,637
Expenses
$165,877
Net Income
$78,760
Net Assets
$1,827,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,145
29.5%
Sales of Assets $172,492
70.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $133,773
80.6%
Compensation of Officers* $15,000
9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,827,734
Total Liabilities $0
Net Assets $1,827,734
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $7,500 $0
Emily Gottschalk (Trustee) $7,500 $0

Document Links

990-PF
Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,667
Expenses
$170,384
Net Income
-$13,717
Net Assets
$1,749,504
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $53,680
34.3%
Sales of Assets $102,987
65.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $137,885
80.9%
Compensation of Officers* $15,000
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,749,504
Total Liabilities $0
Net Assets $1,749,504
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $7,500 $0
Emily Gottschalk (Trustee) $7,500 $0

Document Links

990-PF
Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,937
Expenses
$172,770
Net Income
-$46,833
Net Assets
$1,764,079
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,324
37.6%
Sales of Assets $78,613
62.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $137,372
79.5%
Compensation of Officers* $15,000
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,764,079
Total Liabilities $0
Net Assets $1,764,079
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $7,500 $0
Emily Gottschalk (Trustee) $7,500 $0

Document Links

990-PF
Filed on May 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,083
Expenses
$145,621
Net Income
-$25,538
Net Assets
$1,811,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,297
39.4%
Sales of Assets $72,786
60.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,872
79.6%
Compensation of Officers* $15,000
10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,811,126
Total Liabilities $1
Net Assets $1,811,125
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $7,500 $0
Emily Gottschalk (Trustee) $7,500 $0

Document Links

990-PF
Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,663
Expenses
$137,581
Net Income
-$41,918
Net Assets
$1,835,719
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,039
54.4%
Sales of Assets $43,624
45.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,158
77.2%
Compensation of Officers* $15,000
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,835,720
Total Liabilities $1
Net Assets $1,835,719
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $7,500 $0
Emily Gottschalk (Trustee) $7,500 $0

Document Links

990-PF
Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,094
Expenses
$149,913
Net Income
$77,181
Net Assets
$1,877,127
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,392
22.6%
Sales of Assets $175,702
77.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,453
81.0%
Compensation of Officers* $10,000
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,877,127
Total Liabilities $0
Net Assets $1,877,127
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $10,000 $0
Emily Gottschalk Appointed 4262018 (Trustee) $0 $0

Document Links

990-PF
Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$145,204
Expenses
$133,512
Net Income
$11,692
Net Assets
$1,800,797
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,842
32.9%
Sales of Assets $97,362
67.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,199
80.3%
Compensation of Officers* $10,000
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,800,797
Total Liabilities $0
Net Assets $1,800,797
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $10,000 $0

Document Links

990-PF
Filed on May 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,592
Expenses
$135,023
Net Income
-$17,431
Net Assets
$1,789,595
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,461
36.1%
Sales of Assets $75,131
63.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,880
82.1%
Compensation of Officers* $10,000
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,789,595
Total Liabilities $0
Net Assets $1,789,595
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $10,000 $0

Document Links

990-PF
Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,111
Expenses
$125,187
Net Income
-$48,076
Net Assets
$1,806,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,908
58.2%
Sales of Assets $32,203
41.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,520
78.7%
Compensation of Officers* $10,000
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,806,709
Total Liabilities $0
Net Assets $1,806,709
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $10,000 $0

Document Links

990-PF
Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$147,709
Expenses
$108,532
Net Income
$39,177
Net Assets
$1,853,823
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,234
31.3%
Sales of Assets $101,475
68.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,600
77.0%
Compensation of Officers* $10,000
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,853,823
Total Liabilities $0
Net Assets $1,853,823
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $10,000 $0

Document Links

990-PF
Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,520
Expenses
$64,132
Net Income
-$25,612
Net Assets
$1,815,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,214
8.3%
Dividends $41,562
> 100%
Sales of Assets -$6,256
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,500
58.5%
Compensation of Officers* $10,000
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,815,199
Total Liabilities $0
Net Assets $1,815,199
Compensation
Key Employees and Officers Compensation Other
Milton Gottschalk (Trustee) $10,000 $0

Document Links

990-PF
Filed on June 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,869,342
Expenses
$40,726
Net Income
$1,828,616
Net Assets
$1,800,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,855,143
99.2%
Interest Revenue $2,664
0.1%
Dividends $22,988
1.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,402
77.1%
Compensation of Officers* $6,000
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,800,475
Total Liabilities $0
Net Assets $1,800,475

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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