Max P Gottfried Testamentary Charitable Tr

Gottfried Brent Ttee

Lambertville, MI
Tax-exempt since Nov. 2003
EIN: 65-6404584

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Type of Nonprofit

Designated as a 501(c)(3) 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$103k (2024)

Expenses

$183k (2024)

Total Assets

$3.92M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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

Revenue

$103,017

Expenses

$183,241

Net Income

-$80,224

Net Assets

$3,915,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,322	84.8%
Sales of Assets	$15,652	15.2%
Other Income	$43	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,243	64.5%
Compensation of Officers*	$45,940	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,915,314
Total Liabilities	$0
Net Assets	$3,915,314

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$45,940	$0

990-PF

Filed on June 2, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$207,179

Expenses

$175,752

Net Income

$31,427

Net Assets

$3,675,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,100	35.8%
Sales of Assets	$132,828	64.1%
Other Income	$251	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,676	58.4%
Compensation of Officers*	$39,889	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,675,221
Total Liabilities	$0
Net Assets	$3,675,221

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$39,889	$0

990-PF

Filed on May 14, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$284,949

Expenses

$361,275

Net Income

-$76,326

Net Assets

$3,191,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,910	25.2%
Sales of Assets	$212,868	74.7%
Other Income	$171	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,907	78.3%
Compensation of Officers*	$54,063	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,191,085
Total Liabilities	$0
Net Assets	$3,191,085

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$54,063	$0

990-PF

Filed on May 12, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$338,567

Expenses

$261,072

Net Income

$77,495

Net Assets

$4,325,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,750	20.9%
Sales of Assets	$267,217	78.9%
Other Income	$600	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,805	66.2%
Compensation of Officers*	$49,359	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,325,060
Total Liabilities	$0
Net Assets	$4,325,060

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$49,359	$0

990-PF

Filed on May 13, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$411,685

Expenses

$246,324

Net Income

$165,361

Net Assets

$3,948,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,088	16.8%
Sales of Assets	$342,296	83.1%
Other Income	$301	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,870	68.6%
Compensation of Officers*	$45,209	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,948,670
Total Liabilities	$1
Net Assets	$3,948,669

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$45,209	$0

990-PF

Filed on May 10, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$259,665

Expenses

$226,698

Net Income

$32,967

Net Assets

$3,616,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,648	25.3%
Sales of Assets	$193,750	74.6%
Other Income	$267	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,680	66.0%
Compensation of Officers*	$37,462	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,616,743
Total Liabilities	$1
Net Assets	$3,616,742

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$37,462	$0

990-PF

Filed on May 18, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$331,714

Expenses

$228,980

Net Income

$102,734

Net Assets

$2,996,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,084	18.7%
Sales of Assets	$269,170	81.1%
Other Income	$460	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,180	68.2%
Compensation of Officers*	$41,279	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,996,932
Total Liabilities	$0
Net Assets	$2,996,932

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$41,279	$0

990-PF

Filed on May 10, 2019

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

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$248,632

Expenses

$243,919

Net Income

$4,713

Net Assets

$3,302,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,904	23.7%
Sales of Assets	$189,400	76.2%
Other Income	$328	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,504	70.7%
Compensation of Officers*	$37,448	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,302,331
Total Liabilities	$0
Net Assets	$3,302,331

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$37,448	$0

990-PF

Filed on May 11, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$161,609

Expenses

$205,138

Net Income

-$43,529

Net Assets

$2,995,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,639	37.5%
Sales of Assets	$100,542	62.2%
Other Income	$428	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,096	68.8%
Compensation of Officers*	$29,077	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,995,826
Total Liabilities	$0
Net Assets	$2,995,826

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$29,077	$0

990-PF

Filed on June 26, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$201,950

Expenses

$154,633

Net Income

$47,317

Net Assets

$2,907,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,046	35.2%
Sales of Assets	$130,470	64.6%
Other Income	$434	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,879	60.1%
Compensation of Officers*	$29,790	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,907,736
Total Liabilities	$400
Net Assets	$2,907,336

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$29,790	$0

990-PF

Filed on June 2, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$257,917

Expenses

$252,452

Net Income

$5,465

Net Assets

$2,978,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,080	26.8%
Sales of Assets	$188,485	73.1%
Other Income	$352	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,103	74.5%
Compensation of Officers*	$29,796	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,978,987
Total Liabilities	$400
Net Assets	$2,978,587

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$29,796	$0

990-PF

Filed on June 29, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$222,205

Expenses

$166,304

Net Income

$55,901

Net Assets

$2,956,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,177	30.2%
Sales of Assets	$154,639	69.6%
Other Income	$389	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,000	71.0%
Compensation of Officers*	$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	$2,956,517
Total Liabilities	$400
Net Assets	$2,956,117

Compensation

Key Employees and Officers	Compensation	Other
Brent M Gottfried (Trustee)	$0	$0

990-PF

Filed on June 30, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$99,324

Expenses

$111,216

Net Income

-$11,892

Net Assets

$2,710,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,208	79.7%
Sales of Assets	$19,705	19.8%
Other Income	$411	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,688	60.0%
Compensation of Officers*	$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	$2,710,662
Total Liabilities	$200
Net Assets	$2,710,462

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$341,053

Expenses

$153,784

Net Income

$187,269

Net Assets

$2,543,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,042	22.3%
Sales of Assets	$265,011	77.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,912	73.4%
Compensation of Officers*	$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	$2,543,002
Total Liabilities	$1
Net Assets	$2,543,001

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

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Updated September 25, 2025

Max P Gottfried Testamentary Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $103k (2024)

Expenses $183k (2024)

Total Assets $3.92M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$103k (2024)

Expenses

$183k (2024)

Total Assets

$3.92M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003