L Finley Tr B Charitable Annuity Xxxxx7004

CHICAGO, IL EIN: 52-6955768

L Finley Tr B Charitable Annuity Xxxxx7004 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $77K in total assets. In 2024, it awarded 4 grants totaling $140K. Net investment income was $51K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$77K

-54.1% YoY

Annual Giving

$140K

Grant Count

Avg Grant Size

$35K

Under IRS private-foundation payout rules, L Finley Tr B Charitable Annuity Xxxxx7004 reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About L Finley Tr B Charitable Annuity Xxxxx7004

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $204K (100%)

States

New York

Cities

JamaicaNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$77,166	$168,124	$160,817
Revenue	$50,712	$10,001	$5,829
Expenses	$141,120	$2,711	$24,748
Qualifying Distributions	$140,952	$2,610	$24,294
Net Investment Income	$50,709	$8,993	$6,262
Distributable Amount	$7,282	$9,433	$10,402

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St John's University ($69,967), American Committee for Shaare ($34,984), Jewish Theological Seminary ($17,492).

Recipient	Purpose	Amount
ST JOHN'S UNIVERSITY JAMAICA, NY	GENERAL	$69,967
JEWISH THEOLOGICAL SEMINARY NEW YORK, NY	GENERAL	$17,492
ROCKEFELLER UNIVERSITY NEW YORK, NY	GENERAL	$17,492
AMERICAN COMMITTEE FOR SHAARE NEW YORK, NY	GENERAL	$34,984

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is L Finley Tr B Charitable Annuity Xxxxx7004?

As of 2024, L Finley Tr B Charitable Annuity Xxxxx7004 holds $77K in total assets with $51K in annual revenue. It awarded 4 grants totaling $140K in 2024.

Where does L Finley Tr B Charitable Annuity Xxxxx7004 operate?

L Finley Tr B Charitable Annuity Xxxxx7004 has awarded grants in New York.

What size grants does L Finley Tr B Charitable Annuity Xxxxx7004 award?

In 2024, L Finley Tr B Charitable Annuity Xxxxx7004 awarded 4 grants totaling $140K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is L Finley Tr B Charitable Annuity Xxxxx7004 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, L Finley Tr B Charitable Annuity Xxxxx7004 reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is L Finley Tr B Charitable Annuity Xxxxx7004's EIN?

L Finley Tr B Charitable Annuity Xxxxx7004's EIN (Employer Identification Number) is 52-6955768. IRS Form 990 filing data is available on this page for 2020–2024.