L Finley Tr B Charitable Annuity XXXXX7004
L Finley Tr B Charitable Annuity XXXXX7004 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $79K in total assets. In 2025, it made $50 in qualifying distributions. Net investment income was $3K.
L Finley Tr B Charitable Annuity XXXXX7004 at a glance
- Total assets
- $79,124
- +2.5% vs 2024
- Revenue (2025)
- $3,293
- -93.5% vs 2024
- Qualifying distributions (2025)
- $50
- -100.0% vs 2024
- Expenses (2025)
- $1,335
- -99.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who L Finley Tr B Charitable Annuity XXXXX7004 funds
How this funder distributes its grants
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 11 grants of 12 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How L Finley Tr B Charitable Annuity XXXXX7004 gives
- Giving grew 559% from 2021 to 2024. Method
- In 2025 it paid out 1% 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 $21K (2020) to $140K (2024). In 2024 it made 4 grants totaling $140K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John's University Jamaica, NY | General | $69,967 |
| American Committee for Shaare Zedek Hospital in Jerusalem Inc New York, NY | General | $34,984 |
| Jewish Theological Seminary of America New York, NY | General | $17,492 |
| Rockefeller University New York, NY | General | $17,492 |
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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 | $79,124 | $3,293 | $1,335 | — | — | $50 | $3,293 | $3,796 |
| 2024 | $77,166 | $50,712 | $141,120 | $139,935 | 4 | $140,952 | $50,709 | $7,282 |
| 2023 | $168,124 | $10,001 | $2,711 | — | — | $2,610 | $8,993 | $9,433 |
| 2022 | $160,817 | $5,829 | $24,748 | $21,250 | 4 | $24,294 | $6,262 | $10,402 |
| 2021 | $179,756 | $18,972 | $24,656 | $21,250 | 4 | $24,232 | $18,835 | $11,940 |
| 2020 | $185,375 | $14,064 | $24,382 | $21,250 | 4 | — | $13,940 | $11,166 |
Under IRS private-foundation payout rules, L Finley Tr B Charitable Annuity XXXXX7004 reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
L Finley Tr B Charitable Annuity XXXXX7004's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2023 (uncompensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2023
2 hrs/week
$3K (2023) → $0 (2025)
Former officers (1)
- Former: Jp Morgan Chase Bankna (2020–2022) — Trustee
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $967, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about L Finley Tr B Charitable Annuity XXXXX7004
How large is L Finley Tr B Charitable Annuity XXXXX7004?
L Finley Tr B Charitable Annuity XXXXX7004 reported $79K in total assets on its 2025 IRS Form 990-PF. It paid out $50 in qualifying distributions that year, against a required minimum of $4K (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.
Where does L Finley Tr B Charitable Annuity XXXXX7004 operate?
L Finley Tr B Charitable Annuity XXXXX7004 has awarded grants in New York.
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 2020–2025.
Data last updated October 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 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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