The Finkelman Family Charitable

APTOS, CA EIN: 77-0454276

The Finkelman Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APTOS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $138K in total assets. In 2024, it awarded 17 grants totaling $10K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$138K

-4.4% YoY

Annual Giving

$10K

-0.3% YoY

Grant Count

17

+21.4% YoY

Avg Grant Size

$585.824

-17.9% YoY

Under IRS private-foundation payout rules, The Finkelman Family Charitable reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About The Finkelman Family Charitable

Based on IRS filings

The Finkelman Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APTOS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $138K in total assets. In 2024, it awarded 17 grants totaling $10K. Net investment income was $25K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AptosCalistogaDallasRio Del MarSalinasSan FranciscoSanta CruzSanta RosaScotts ValleySoquelWatsonville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$25K$38K$50K20202021202220232024
Metric202420232022
Total Assets$138,416$144,720$160,655
Revenue$25,242$27,512$45,546
Expenses$26,745$26,625$45,731
Qualifying Distributions$26,745$26,625$45,731
Net Investment Income$25,242$27,512$45,546
Distributable Amount$17,464$19,015$23,037

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$15K$22K$29K19 grants202018 grants202119 grants202214 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PAJARO VALLEY SHELTER SE…$2KCABRILLO COLLEGE FOUNDAT…$1KDIENTES COMMUNITY DENTAL$1KHOSPICE CARING PROJECT$1KSECOND HARVEST FOOD$1KTEEN KITCHEN PROJECT$1KCOMMUNITY HEALTH TRUST O…$500RIO DEL MAR IMPROVEMENT …$500FRIENDS OF SC STATE PARKS$250GIRLS INC OF CENTRAL COAST$250

Grant Size Distribution

87 grants across all recorded years

87<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pajaro Valley Shelter Services ($2,000), Cabrillo College Foundation ($1,000), Dientes Community Dental ($1,000).

RecipientPurposeAmount
CA GREY BEARS INC SANTA CRUZ, CACHARITY$200
CABRILLO COLLEGE FOUNDATION APTOS, CACHARITY$1,000
COMMUNITY HEALTH TRUST OF PAJARO VALLEY WATSONVILLE, CACHARITY$500
DIENTES COMMUNITY DENTAL SANTA CRUZ, CACHARITY$1,000
FINE ARTS MUSEUM OF SAN FRANCISCO SAN FRANCISCO, CACHARITY$229
FOSTER GRANDPARENT PROJECT APTOS, CACHARITY$200
FRIENDS OF SC STATE PARKS SANTA CRUZ, CACHARITY$250
GIRLS INC OF CENTRAL COAST SALINAS, CACHARITY$250
HOSPICE CARING PROJECT SCOTTS VALLEY, CACHARITY$1,000
PAJARO VALLEY SHELTER SERVICES WATSONVILLE, CACHARITY$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HERBERT FINKELMANCEO2
EDDA TUSINACSECRETARY2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Finkelman Family Charitable?

The Finkelman Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APTOS, CA. It holds $138K in total assets as of 2024.

How large is The Finkelman Family Charitable?

As of 2024, The Finkelman Family Charitable holds $138K in total assets with $25K in annual revenue. It awarded 17 grants totaling $10K in 2024.

Where does The Finkelman Family Charitable operate?

The Finkelman Family Charitable has awarded grants in California, Texas.

What size grants does The Finkelman Family Charitable award?

In 2024, The Finkelman Family Charitable awarded 17 grants totaling $10K — an average of about $585.824 per grant, based on its IRS Form 990 filings.

How much is The Finkelman Family Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Finkelman Family Charitable reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Finkelman Family Charitable's EIN?

The Finkelman Family Charitable's EIN (Employer Identification Number) is 77-0454276. IRS Form 990 filing data is available on this page for 2020–2024.

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

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