Timothy R Finch and Kay a Finch Family

MERRILAN, WI EIN: 87-6835645

Timothy R Finch and Kay a Finch Family is a private foundation, based in MERRILAN, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $477K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.5M

+9.3% YoY

Revenue

$515K

-91.8% YoY

Qualifying Distributions

$7K

-97.5% YoY

Expenses

$47K

-84.3% YoY

Under IRS private-foundation payout rules, Timothy R Finch and Kay a Finch Family reported a distributable amount of $325K for 2024 — the minimum it must pay out in qualifying distributions.

About Timothy R Finch and Kay a Finch Family

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $298K (100%)

States

Wisconsin

Cities

Black River Falls

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,515,210	$5,044,462	—
Revenue	$515,151	$6,317,713	—
Expenses	$47,006	$299,477	—
Qualifying Distributions	$7,346	$298,099	—
Net Investment Income	$477,064	$74,196	—
Distributable Amount	$325,424	$12,881	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TIMOTHY R FINCH	TRUSTEE	1	—
KAY A FINCH	TRUSTEE	1	—

Frequently Asked Questions

How large is Timothy R Finch and Kay a Finch Family?

As of 2024, Timothy R Finch and Kay a Finch Family holds $5.5M in total assets with $515K in annual revenue.

Where does Timothy R Finch and Kay a Finch Family operate?

Timothy R Finch and Kay a Finch Family has awarded grants in Wisconsin.

How much is Timothy R Finch and Kay a Finch Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Timothy R Finch and Kay a Finch Family reported a distributable amount of $325K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Timothy R Finch and Kay a Finch Family's EIN?

Timothy R Finch and Kay a Finch Family's EIN (Employer Identification Number) is 87-6835645. IRS Form 990 filing data is available on this page for 2021–2024.