Morton M Finkelstein Family Charitable Foundation
Morton M Finkelstein Family Charitable Foundation is a private foundation, based in Boca Raton, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $573K in total assets. In 2024, it awarded 6 grants totaling $47K. Net investment income was $33K.
Key facts about Morton M Finkelstein Family Charitable Foundation
In short: Morton M Finkelstein Family Charitable Foundation gave $47K across 6 grants in 2024 (avg $8K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- EIN
- 38-3507986
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $46,618
- Grants made (2024)
- 6
- Average grant
- $7,770
- Median grant
- $4,000
- Total assets
- $572,658
- Primary geography
- Michigan (94% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$573K
-0.7% YoY
Annual Giving
$47K
-8.0% YoY
Grant Count
6
-33.3% YoY
Avg Grant Size
$8K
+37.9% YoY
Under IRS private-foundation payout rules, Morton M Finkelstein Family Charitable Foundation reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
How Morton M Finkelstein Family Charitable Foundation gives
- Giving grew 25% from 2021 to 2024. Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). 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
Share of 2024 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $37K (2021) to $51K (2023). In 2024 it made 6 grants totaling $47K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was The Jewish Federation of Grand Rapids ($20K). Together the top 6 received $47K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 37 grants of 37 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Jewish Federation of Grand Rapids Grand Rapids, MI | Religious | $20,000 |
| Temple Emanuel Grand Rapids, MI | Religious | $16,618 |
| Grand Valley State University Allendale, MI | Educational | $5,000 |
| Boca Raton Regional Hospital Boca Raton, FL | Charitable | $3,000 |
| Ferris State University Foundation Big Rapids, MI | Educational | $1,000 |
| Grand Rapids Community College Foundation Grand Rapids, MI | Educational | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $572,658 | $576,525 | $592,176 |
| Revenue | $40,304 | $43,332 | $22,153 |
| Expenses | $54,171 | $58,983 | $46,846 |
| Qualifying Distributions | $46,618 | $50,692 | $39,980 |
| Net Investment Income | $32,701 | $33,879 | $15,287 |
| Distributable Amount | $45,522 | $32,748 | $34,046 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 30, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Morton M Finkelstein Family Charitable Foundation is led by Margaret J. Tracy-Finklestein, President on the 2024 filing; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Margaret J. Tracy-Finklestein
President
New on the 2024 filing
No compensation reported
David A. Finklestein
Secretary
On filings since 2020
No compensation reported
Debra A. Wiegand
Treasurer
On filings since 2020
No compensation reported
Megan Yost
Vice President
Assistant Vice President → Vice President, 2023
On filings since 2020
No compensation reported
Former officers (3)
- Former: Margaret T. Finklestein (2020–2023) — President
- Former: Morton M. Finklestein (2020–2023) — Former President
- Former: Michael J. Taylor (2020–2022) — Incorporator
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.
Frequently asked questions about Morton M Finkelstein Family Charitable Foundation
How much does Morton M Finkelstein Family Charitable Foundation give each year?
Morton M Finkelstein Family Charitable Foundation gave $47K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $51K across 9 grants.
What is Morton M Finkelstein Family Charitable Foundation's typical grant size?
Morton M Finkelstein Family Charitable Foundation's median grant in 2024 was $4,000, and its average grant was $7,770, across 6 grants on its 2024 IRS Form 990-PF.
Where does Morton M Finkelstein Family Charitable Foundation give grants?
Morton M Finkelstein Family Charitable Foundation gives mostly in Michigan: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (6%). The most frequent recipient cities were Grand Rapids, MI (3 grants).
Does Morton M Finkelstein Family Charitable Foundation give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on Morton M Finkelstein Family Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (3 grants).
Who are Morton M Finkelstein Family Charitable Foundation's largest grantees?
Morton M Finkelstein Family Charitable Foundation's largest 2024 grantees include The Jewish Federation of Grand Rapids ($20,000), Temple Emanuel ($16,618) and Grand Valley State University ($5,000), according to its 2024 IRS Form 990-PF. Together they received 89% of its itemized 2024 grant dollars.
How large is Morton M Finkelstein Family Charitable Foundation?
Morton M Finkelstein Family Charitable Foundation reported $573K in total assets on its 2024 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What is Morton M Finkelstein Family Charitable Foundation's EIN?
Morton M Finkelstein Family Charitable Foundation's EIN (Employer Identification Number) is 38-3507986. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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