Jack D and Beverly B Finley Charitable
Jack D and Beverly B Finley Charitable is a private foundation, based in Jasper, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 9 grants totaling $55K. Net investment income was $131K.
Jack D and Beverly B Finley Charitable at a glance
In short: Jack D and Beverly B Finley Charitable gave $55K across 9 grants in 2025 (avg $6K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,000
- -16.0% vs 2024
- Grants made (2025)
- 9
- -30.8% vs 2024
- Average grant
- $6,111
- +21.3% vs 2024
- Median grant
- $5,000
- Total assets
- $1,127,604
- +7.8% vs 2024
- Primary geography
- Massachusetts (18% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jack D and Beverly B Finley Charitable funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Alzheimer's Foundation of America ($10K). Together the top 9 received $55K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 55 grants of 55 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Jack D and Beverly B Finley Charitable gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 79% 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 2025, annual grant giving ranged from $53K (2021) to $72K (2020). In 2025 it made 9 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alzheimer's Foundation of America New York, NY | For Unrestricted Use in Tax Exempt Purpose | $10,000 |
| Creative Arts Guild Dalton, GA | For Unrestricted Use in Tax Exempt Purpose | $10,000 |
| Susan G Komen Dallas, TX | For Unrestricted Use in Tax Exempt Purpose | $10,000 |
| Action Food Pantry Inc Boxborough, MA | For Unrestricted Use in Tax Exempt Purpose | $5,000 |
| Doli Atamian Campership Program Acton, MA | For Unrestricted Use in Tax Exempt Purpose | $5,000 |
| Democracy Forward Washington, DC | For Unrestricted Use in Tax Exempt Purpose | $5,000 |
| Planned Parenthood Portland, OR | For Unrestricted Use in Tax Exempt Purpose | $5,000 |
| Tennessee Dachshund Rescue Jonesborough, TN | For Unrestricted Use in Tax Exempt Purpose | $3,000 |
| For Fox Sake Wildlife Rescue Chattanooga, TN | For Unrestricted Use in Tax Exempt Purpose | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,127,604 | $144,887 | $69,254 | $55,000 | 9 | $55,000 | $131,029 | $69,614 |
| 2024 | $1,046,252 | $68,854 | $80,366 | $65,500 | 13 | $65,500 | $51,498 | $64,495 |
| 2023 | $1,050,367 | $84,907 | $80,385 | $68,000 | 13 | $68,000 | $73,190 | $59,003 |
| 2022 | $1,044,563 | $85,610 | $71,498 | $65,000 | 10 | $65,000 | $79,112 | $63,749 |
| 2021 | $1,006,380 | $-7,476 | $69,023 | $53,000 | 10 | $53,000 | $28,884 | $65,487 |
| 2020 | $1,094,151 | $41,225 | $92,999 | $71,500 | 12 | — | $26,405 | $63,585 |
Under IRS private-foundation payout rules, Jack D and Beverly B Finley Charitable reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jack D and Beverly B Finley Charitable is led by Jena B. Finley, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Jena B. Finley
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Jack D and Beverly B Finley Charitable
How much does Jack D and Beverly B Finley Charitable give each year?
Jack D and Beverly B Finley Charitable gave $55K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $66K across 13 grants.
What is Jack D and Beverly B Finley Charitable's typical grant size?
Jack D and Beverly B Finley Charitable's median grant in 2025 was $5,000, and its average grant was $6,111, across 9 grants on its 2025 IRS Form 990-PF.
Where does Jack D and Beverly B Finley Charitable give grants?
Jack D and Beverly B Finley Charitable's top state is Massachusetts, with 18% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (18%) and Georgia (18%).
Does Jack D and Beverly B Finley Charitable give general operating support?
Yes: 100% of Jack D and Beverly B Finley Charitable's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jack D and Beverly B Finley Charitable's largest grantees?
Jack D and Beverly B Finley Charitable's largest 2025 grantees include Alzheimer's Foundation of America ($10,000), Creative Arts Guild ($10,000) and Susan G Komen ($10,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Jack D and Beverly B Finley Charitable?
Jack D and Beverly B Finley Charitable reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $70K (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 Jack D and Beverly B Finley Charitable's EIN?
Jack D and Beverly B Finley Charitable's EIN (Employer Identification Number) is 22-2604913. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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