L Finley Tr B Charitable Annuity Xxxxx7004

EIN 526955768

Iselin, NJ 08830 |(800) 496-2583

Total Given 2020–2024
$204K
16 grants · $41K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $3K–$12K
grant size
100%
deep partner · 4/4 multi-year
repeat
$77K
Assets (2024)
4
Distinct Recipients

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 496-2583

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $21K $235K $14K 4
2021 $21K $240K $19K 4
2022 $21K $182K $6K 4
2023 N/A $208K $10K N/A
2024 $140K $77K $51K 4

Grant Size Distribution

Based on 16 grants on record

Minimum
$3K
25th Pctl
$3K
Median
$5K
Average
$13K
75th Pctl
$12K
Maximum
$70K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

JN
Jp Morgan Chase Bank Na
Trustee

Grants Awarded (16 total)

Purpose
St John'S University Jamaica, NY $69,967 GENERAL 2024
American Committee for Shaare New York, NY $34,984 GENERAL 2024
Jewish Theological Seminary New York, NY $17,492 GENERAL 2024
Rockefeller University New York, NY $17,492 GENERAL 2024
St John'S University Jamaica, NY $10,625 GENERAL 2020
St John'S University Jamaica, NY $10,625 GENERAL 2021
St John'S University Jamaica, NY $10,625 GENERAL 2022
American Committee for Shaare New York, NY $5,313 GENERAL 2020
American Committee for Shaare New York, NY $5,313 GENERAL 2021
American Committee for Shaare New York, NY $5,313 GENERAL 2022
Jewish Theological Seminary New York, NY $2,656 GENERAL 2020
Rockefeller University New York, NY $2,656 GENERAL 2020
Jewish Theological Seminary New York, NY $2,656 GENERAL 2021
Rockefeller University New York, NY $2,656 GENERAL 2021
Jewish Theological Seminary New York, NY $2,656 GENERAL 2022
Rockefeller University New York, NY $2,656 GENERAL 2022