Finley Rose McFarland Foundation Tr

Foundation · Grantmaker Stuart, FL EIN: 23-7414902

Finley Rose McFarland Foundation Tr is a private foundation focused on Education, based in Stuart, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $630K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $26K.

Key facts about Finley Rose McFarland Foundation Tr

EIN
23-7414902
Latest 990 filing
Form 990-PF, 2025
Total assets
$630,451

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$630K

+3.7% YoY

Revenue

$36K

+53.1% YoY

Qualifying Distributions

$3K

+10.0% YoY

Expenses

$13K

+1.4% YoY

Under IRS private-foundation payout rules, Finley Rose McFarland Foundation Tr reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.

How Finley Rose McFarland Foundation Tr gives

  • In 2025 it paid out 9% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Stuart

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grants20201 grants20210 grants20220 grants20230 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K202020212022202320242025
Metric202520242023
Total Assets$630,451$607,814$593,814
Revenue$36,288$23,701$51,170
Expenses$13,206$13,023$10,489
Qualifying Distributions$3,271$2,973$2,597
Net Investment Income$26,181$15,528$43,277
Distributable Amount$37,964$34,405$52,636

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Finley Rose McFarland Foundation Tr's only listed officer is Seacoast National Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2024 filing

  • Seacoast National Bank

    Trustee

    On filings since 2020

    1 hr/week

    $10K (2020) → $10K (2024)

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.

Compensation Overview

From 2024 IRS filing

Seacoast National Bank — Trustee: $10KSeacoast National BankTrustee$10K

Frequently asked questions about Finley Rose McFarland Foundation Tr

How large is Finley Rose McFarland Foundation Tr?

Finley Rose McFarland Foundation Tr reported $630K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).

What is Finley Rose McFarland Foundation Tr?

Finley Rose McFarland Foundation Tr is a private foundation focused on Education, based in Stuart, FL. It holds $630K in total assets as of 2025.

Where does Finley Rose McFarland Foundation Tr operate?

Finley Rose McFarland Foundation Tr has awarded grants in Florida.

What is Finley Rose McFarland Foundation Tr's EIN?

Finley Rose McFarland Foundation Tr's EIN (Employer Identification Number) is 23-7414902. IRS Form 990 filing data is available on this page for 2020–2025.

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

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