The Finkelman Family Charitable
The Finkelman Family Charitable is a private foundation based in Aptos, California. Its 2025 filing reports charitable grants to organizations in California, including organizations working in housing, education, food access, health, and environmental stewardship.
The Finkelman Family Charitable at a glance
In short: The Finkelman Family Charitable gave $9K across 15 grants in 2025 (avg $608.667), mostly in California. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,130
- -8.3% vs 2024
- Grants made (2025)
- 15
- -11.8% vs 2024
- Average grant
- $609
- +3.9% vs 2024
- Median grant
- $250
- Total assets
- $124,628
- -10.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025; small sample)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Finkelman Family Charitable
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 610 Bayview Drive, Aptos, CA 95003
Phone: (831) 345-8532
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Finkelman Family Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Pajaro Valley Shelter Services ($2K). Together the top 10 received $8K.
Grant Size Distribution
83 grants across all recorded years
The most common grant size was under $50K: 83 grants of 83 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is The Finkelman Family Charitable open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving fell 69% from 2022 to 2025. Method
- In 2025 it paid out 232% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2025) to $29K (2022). In 2025 it made 15 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pajaro Valley Shelter Services Watsonville, CA | Charity | $2,000 |
| Cabrillo College Foundation Aptos, CA | Charity | $1,000 |
| Dientes Community Dental Santa Cruz, CA | Charity | $1,000 |
| Hospice Caring Project Scotts Valley, CA | Charity | $1,000 |
| Second Harvest Food Watsonville, CA | Charity | $1,000 |
| Teen Kitchen Project Soquel, CA | Charity | $1,000 |
| Rio Del Mar Improvement Association Rio Del Mar, CA | Charity | $500 |
| CA Grey Bears Inc Santa Cruz, CA | Charity | $250 |
| Friends of SC State Parks Santa Cruz, CA | Charity | $250 |
| Save Our Shores Santa Cruz, CA | Charity | $250 |
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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 | $124,628 | $17,662 | $24,172 | $9,130 | 15 | $24,172 | $17,662 | $10,397 |
| 2024 | $138,416 | $25,242 | $26,745 | $9,959 | 17 | $26,745 | $25,242 | $17,464 |
| 2023 | $144,720 | $27,512 | $26,625 | $9,989 | 14 | $26,625 | $27,512 | $19,015 |
| 2022 | $160,655 | $45,546 | $45,731 | $29,060 | 19 | $45,731 | $45,546 | $23,037 |
| 2021 | $164,455 | $40,700 | $33,571 | $17,305 | 18 | $33,571 | $40,700 | $22,285 |
| 2020 | $169,830 | $12,408 | $35,932 | $19,615 | 19 | — | $12,408 | $17,978 |
Under IRS private-foundation payout rules, The Finkelman Family Charitable reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own missions span several areas. Pajaro Valley Shelter Services says it helps families work toward self-sufficient futures through housing and supportive services. Cabrillo College Foundation says it supports scholarships, emergency financial assistance, mentoring, youth access to college, and academic programs and facilities. Teen Kitchen Project says it engages teens and provides nutritious food to people living with serious illnesses. Save Our Shores says it works to steward clean shores, healthy habitats, and living waters in Monterey Bay.
Grantmaking
In 2025, the foundation made 15 grants totaling $9,130. Grant amounts ranged from $100 to $2,000, with a median of $250. Larger grants included $2,000 to Pajaro Valley Shelter Services; $1,000 each to Cabrillo College Foundation, Dientes Community Dental, Hospice Caring Project, Second Harvest Food, and Teen Kitchen Project; and $500 to Rio Del Mar Improvement Association.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Herbert Finkelman as CEO and Edda Tusinac as secretary.
The Finkelman Family Charitable is led by Herbert Finkelman, CEO on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Herbert Finkelman
CEO
On filings since 2020
2 hrs/week
No compensation reported
Edda Tusinac
Secretary
On filings since 2020
2 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 The Finkelman Family Charitable
How much does The Finkelman Family Charitable give each year?
The Finkelman Family Charitable gave $9K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 17 grants.
What is The Finkelman Family Charitable's typical grant size?
The Finkelman Family Charitable's median grant in 2025 was $250, and its average grant was $609, across 15 grants on its 2025 IRS Form 990-PF.
Where does The Finkelman Family Charitable give grants?
The Finkelman Family Charitable gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Cruz, CA (5 grants), Watsonville, CA (2 grants), Aptos, CA (2 grants) and Soquel, CA (2 grants).
Does The Finkelman Family Charitable give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on The Finkelman Family Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (15 grants).
Who are The Finkelman Family Charitable's largest grantees?
The Finkelman Family Charitable's largest 2025 grantees include Pajaro Valley Shelter Services ($2,000), Cabrillo College Foundation ($1,000) and Dientes Community Dental ($1,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is The Finkelman Family Charitable?
The Finkelman Family Charitable reported $125K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
What does The Finkelman Family Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own missions span several areas. Pajaro Valley Shelter Services says it helps families work toward self-sufficient futures through housing and supportive services. See mission & focus areas ↑
How do I apply for a grant from The Finkelman Family Charitable?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does The Finkelman Family Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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