William H and Lillian Dolde Charitable Trust
William H and Lillian Dolde Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.8M in total assets. In 2026, it awarded 2 grants totaling $182K. Net investment income was $196K.
William H and Lillian Dolde Charitable Trust at a glance
In short: William H and Lillian Dolde Charitable Trust gave $182K across 2 grants in 2026 (avg $91K), mostly in New Mexico. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $181,536
- +33.0% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $90,768
- +33.0% vs 2025
- Median grant
- $90,768
- Total assets
- $2,757,775
- +0.1% vs 2025
- Primary geography
- New Mexico (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who William H and Lillian Dolde Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Albuquerque Public Schools Foundation ($163K). Together the top 2 received $182K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How William H and Lillian Dolde Charitable Trust gives
- Giving grew 48% from 2023 to 2026. Method
- In 2026 it paid out 112% of its IRS minimum distribution (the 5% rule). 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 2021 to 2026, annual grant giving ranged from $123K (2023) to $182K (2026). In 2026 it made 2 grants totaling $182K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Albuquerque Public Schools Foundation Albuquerque, NM | Unrestricted General | $163,382 |
| Albuquerque Youth Symphony Program Albuquerque, NM | Unrestricted General | $18,154 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,757,775 | $211,263 | $209,541 | $181,536 | 2 | $190,727 | $196,171 | $169,893 |
| 2025 | $2,756,054 | $235,743 | $164,168 | $136,472 | 2 | $145,815 | $220,608 | $156,627 |
| 2024 | $2,684,477 | $183,603 | $148,146 | $125,240 | 2 | $137,509 | $173,347 | $144,608 |
| 2023 | $2,649,018 | $125,129 | $147,971 | $122,613 | 2 | $134,762 | $115,358 | $141,027 |
| 2022 | $2,671,859 | $214,882 | $202,900 | $174,128 | 2 | $189,472 | $203,226 | $165,166 |
| 2021 | $2,660,489 | $169,896 | $153,955 | $125,763 | 2 | — | $159,132 | $153,380 |
Under IRS private-foundation payout rules, William H and Lillian Dolde Charitable Trust reported a distributable amount of $170K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William H and Lillian Dolde Charitable Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America N A
Trustee
On filings since 2022
1 hr/week
$26K (2022) → $23K (2026)
Former officers (1)
- Former: Bank Of America NA (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $23K, to Bank of America N a (Trustee).
Frequently asked questions about William H and Lillian Dolde Charitable Trust
How much does William H and Lillian Dolde Charitable Trust give each year?
William H and Lillian Dolde Charitable Trust gave $182K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $136K across 2 grants.
How large is William H and Lillian Dolde Charitable Trust?
William H and Lillian Dolde Charitable Trust reported $2.8M in total assets on its 2026 IRS Form 990-PF. It paid out $191K in qualifying distributions that year, against a required minimum of $170K (roughly 5% of its investment assets).
Where does William H and Lillian Dolde Charitable Trust operate?
William H and Lillian Dolde Charitable Trust has awarded grants in New Mexico.
What is William H and Lillian Dolde Charitable Trust's EIN?
William H and Lillian Dolde Charitable Trust's EIN (Employer Identification Number) is 52-7172674. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 3, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work William H and Lillian Dolde Charitable Trust funds
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