William H and Lillian Dolde Charitable Trust

PENNINGTON, NJ EIN: 52-7172674

William H and Lillian Dolde Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 2 grants totaling $136K. Net investment income was $221K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

+2.7% YoY

Annual Giving

$136K

+9.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$68K

+9.0% YoY

Under IRS private-foundation payout rules, William H and Lillian Dolde Charitable Trust reported a distributable amount of $157K for 2025 — the minimum it must pay out in qualifying distributions.

About William H and Lillian Dolde Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Mexico $684K (100%)

States

New Mexico

Cities

Albuquerque

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,756,054	$2,684,477	$2,649,018
Revenue	$235,743	$183,603	$125,129
Expenses	$164,168	$148,146	$147,971
Qualifying Distributions	$145,815	$137,509	$134,762
Net Investment Income	$220,608	$173,347	$115,358
Distributable Amount	$156,627	$144,608	$141,027

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Albuquerque Public Schools Foundation ($122,825), Albuquerque Youth Symphony Program Inc ($13,647).

Recipient	Purpose	Amount
Albuquerque Youth Symphony Program Inc Albuquerque, NM	UNRESTRICTED GENERAL	$13,647
Albuquerque Public Schools Foundation Albuquerque, NM	UNRESTRICTED GENERAL	$122,825

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	1	$23,356

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William H and Lillian Dolde Charitable Trust?

William H and Lillian Dolde Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $2.8M in total assets as of 2025.

How large is William H and Lillian Dolde Charitable Trust?

As of 2025, William H and Lillian Dolde Charitable Trust holds $2.8M in total assets with $236K in annual revenue. It awarded 2 grants totaling $136K in 2025.

Where does William H and Lillian Dolde Charitable Trust operate?

William H and Lillian Dolde Charitable Trust has awarded grants in New Mexico.

What size grants does William H and Lillian Dolde Charitable Trust award?

In 2025, William H and Lillian Dolde Charitable Trust awarded 2 grants totaling $136K — an average of about $68K per grant, based on its IRS Form 990 filings.

How much is William H and Lillian Dolde Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William H and Lillian Dolde Charitable Trust reported a distributable amount of $157K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.