Dolores M Finley Charitable Foundation Trust Agreement

LAGRANGEVILLE, NY EIN: 82-6697499

Dolores M Finley Charitable Foundation Trust Agreement is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+0.6% YoY

Annual Giving

$91K

-22.3% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$13K

-11.2% YoY

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.

About Dolores M Finley Charitable Foundation Trust Agreement

Based on IRS filings

Dolores M Finley Charitable Foundation Trust Agreement is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

ArmonkAshlandBrewsterBrodheadsvilleBronxChicagoClinton CornersFishkillHawleyHopewell JunctionJacksonvilleMemphisMiltonMonticelloNew RochelleNew YorkNewnanPatersonPattersonPoughkeepsie

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59K$118K$178K$237K20202021202220232024
Metric202420232022
Total Assets$1,853,548$1,843,018$1,869,266
Revenue$131,954$117,491$-58,401
Expenses$121,424$143,739$188,055
Qualifying Distributions$90,500$116,500$153,500
Net Investment Income$98,762$84,304
Distributable Amount$136,043$120,251$134,891

Giving Over Time

Total grant dollars and number of grants per year

$0$42K$83K$125K$166K13 grants202019 grants202119 grants20228 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

SPARROW'S NEST$30KOUR LADY OF LOURDES SCHOOL$23KVALLEY CHRISTIAN CHURCH$12KKEITH T ULICH FOUNDATION$10KUPTON LAKE CHRISTIAN SCH…$8KLACKAWAXEN FIRE DEPT$5KALS ASSN GREATER NY$3K

Grant Size Distribution

66 grants across all recorded years

65<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sparrow's Nest ($30,000), Our Lady of Lourdes School ($23,000), Valley Christian Church ($12,000).

RecipientPurposeAmount
SPARROW'S NEST WAPPINGERS FALLS, NYCONSTRUCTIONPROJECT$30,000
OUR LADY OF LOURDES SCHOOL POUGHKEEPSIE, NYSUPPORTCATHOLICEDUCATION$23,000
VALLEY CHRISTIAN CHURCH HOPEWELL JUNCTION, NYGENERAL RELIGIOUSACTIVITIES OFTHE CHURCH$12,000
LACKAWAXEN FIRE DEPT HAWLEY, PATRAINING ANDEQUIPMENT$5,000
KEITH T ULICH FOUNDATION PATTERSON, NYVARIOUSCHARITABLEACTIVITIES$10,000
ALS ASSN GREATER NY NEW YORK, NYALS RESEARCHAND SUPPORT$2,500
UPTON LAKE CHRISTIAN SCHOOL CLINTON CORNERS, NYSUPPPORTCHRISTIAN EDUCATION$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CHRISTOPHER A FINLEYTRUSTEE2
KIM FINLEYTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Dolores M Finley Charitable Foundation Trust Agreement?

Dolores M Finley Charitable Foundation Trust Agreement is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGRANGEVILLE, NY. It holds $1.9M in total assets as of 2024.

How large is Dolores M Finley Charitable Foundation Trust Agreement?

As of 2024, Dolores M Finley Charitable Foundation Trust Agreement holds $1.9M in total assets with $132K in annual revenue. It awarded 7 grants totaling $91K in 2024.

Where does Dolores M Finley Charitable Foundation Trust Agreement operate?

Dolores M Finley Charitable Foundation Trust Agreement has awarded grants in District of Columbia, Florida, Georgia, Illinois, Montana, New York, Pennsylvania, Tennessee, Virginia.

What size grants does Dolores M Finley Charitable Foundation Trust Agreement award?

In 2024, Dolores M Finley Charitable Foundation Trust Agreement awarded 7 grants totaling $91K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Dolores M Finley Charitable Foundation Trust Agreement required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dolores M Finley Charitable Foundation Trust Agreement reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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