Dolores M Finley Charitable Foundation Trust Agreement
Dolores M Finley Charitable Foundation Trust Agreement is a private foundation, based in Lagrangeville, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 7 grants totaling $91K. Net investment income was $99K.
Dolores M Finley Charitable Foundation Trust Agreement at a glance
In short: Dolores M Finley Charitable Foundation Trust Agreement gave $91K across 7 grants in 2024 (avg $13K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $90,500
- -22.3% vs 2023
- Grants made (2024)
- 7
- -12.5% vs 2023
- Average grant
- $12,929
- -11.2% vs 2023
- Median grant
- $10,000
- Total assets
- $1,853,548
- +0.6% vs 2023
- Primary geography
- New York (94% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Dolores M Finley Charitable Foundation Trust Agreement funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Sparrow's Nest ($30K). Together the top 7 received $91K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 65 grants of 66 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How Dolores M Finley Charitable Foundation Trust Agreement gives
- Giving fell 46% from 2021 to 2024. Method
- In 2024 it paid out 67% 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 2020 to 2024, annual grant giving ranged from $91K (2024) to $166K (2021). In 2024 it made 7 grants totaling $91K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sparrow's Nest Wappingers Falls, NY | Constructionproject | $30,000 |
| Our Lady of Lourdes School Poughkeepsie, NY | Supportcatholiceducation | $23,000 |
| Valley Christian Church Hopewell Junction, NY | General Religiousactivities Ofthe Church | $12,000 |
| Keith T Ulich Foundation Patterson, NY | Variouscharitableactivities | $10,000 |
| Upton Lake Christian School Clinton Corners, NY | Suppportchristian Education | $8,000 |
| Lackawaxen Fire Dept Hawley, PA | Training Andequipment | $5,000 |
| ALS Assn Greater NY New York, NY | ALS Researchand Support | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,853,548 | $131,954 | $121,424 | $90,500 | 7 | $90,500 | $98,762 | $136,043 |
| 2023 | $1,843,018 | $117,491 | $143,739 | $116,500 | 8 | $116,500 | $84,304 | $120,251 |
| 2022 | $1,869,266 | $-58,401 | $188,055 | $153,500 | 19 | $153,500 | — | $134,891 |
| 2021 | $2,115,722 | $109,139 | $215,364 | $166,200 | 19 | $166,200 | $62,485 | $172,461 |
| 2020 | $2,221,947 | $84,009 | $191,392 | $158,000 | 13 | — | $51,074 | $132,543 |
Under IRS private-foundation payout rules, Dolores M Finley Charitable Foundation Trust Agreement reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dolores M Finley Charitable Foundation Trust Agreement's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Christopher A. Finley
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Kim Finley
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Dolores M Finley Charitable Foundation Trust Agreement
How much does Dolores M Finley Charitable Foundation Trust Agreement give each year?
Dolores M Finley Charitable Foundation Trust Agreement gave $91K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $117K across 8 grants.
What is Dolores M Finley Charitable Foundation Trust Agreement's typical grant size?
Dolores M Finley Charitable Foundation Trust Agreement's median grant in 2024 was $10,000, and its average grant was $12,929, across 7 grants on its 2024 IRS Form 990-PF.
Where does Dolores M Finley Charitable Foundation Trust Agreement give grants?
Dolores M Finley Charitable Foundation Trust Agreement gives mostly in New York: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (6%).
Does Dolores M Finley Charitable Foundation Trust Agreement give general operating support?
Yes: 14% of Dolores M Finley Charitable Foundation Trust Agreement's 2024 grants with a stated purpose (1 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Dolores M Finley Charitable Foundation Trust Agreement's largest grantees?
Dolores M Finley Charitable Foundation Trust Agreement's largest 2024 grantees include Sparrow's Nest ($30,000), Our Lady of Lourdes School ($23,000) and Valley Christian Church ($12,000), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.
How large is Dolores M Finley Charitable Foundation Trust Agreement?
Dolores M Finley Charitable Foundation Trust Agreement reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $91K 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.
What is Dolores M Finley Charitable Foundation Trust Agreement's EIN?
Dolores M Finley Charitable Foundation Trust Agreement's EIN (Employer Identification Number) is 82-6697499. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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