Nonprofit · EIN 38-3507986
THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION
Also known as FINKELSTEIN MORTON M TTEE
Tax-exempt · BOCA RATON, FL 33496
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $40,304 | $54,171 | -$13,867 | $572,658 | $0 | $572,658 |
| December 31, 2023 | 990-PF | $43,332 | $58,983 | -$15,651 | $576,525 | $0 | $576,525 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,678
- Interest
- $9,318
- Net gain from sales of assets
- $22,986
- Other income
- $322
Expenses
- Grants and similar amounts paid
- $46,618
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $46,618
- Excise tax on investment income
- $455
Balance sheet and other
- Total assets, start of year
- $576,525
- Total assets, end of year
- $572,658
- Total liabilities, end of year
- $0
- Net assets, end of year
- $572,658
- Fair market value of assets
- $695,354
- Qualifying distributions
- $46,618
- Net investment income
- $39,982
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET J TRACY-FINKLESTEIN 17079 DARLINGTON COURT, BOCA RATON, FL 33496 | PRESIDENT | 0 | $0 |
| MEGAN YOST 5347 PENDLETON CT NE, COMSTOCK PARK, MI 49321 | VICE PRESIDENT | 0 | $0 |
| DEBRA A WIEGAND 7243 KILMER DRIVE SE, GRAND RAPIDS, MI 49508 | TREASURER | 0 | $0 |
| DAVID A FINKLESTEIN 6755 BURGER SE, GRAND RAPIDS, MI 49546 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORTON M FINKLESTEIN 17079 DARLINGTON COURT, BOCA RATON, FL 33496 | FORMER PRESIDENT | 0 | $0 |
| MARGARET T FINKLESTEIN 17079 DARLINGTON COURT, BOCA RATON, FL 33496 | PRESIDENT | 0 | $0 |
| MEGAN YOST 5347 PENDLETON CT NE, COMSTOCK PARK, MI 49321 | VICE PRESIDENT | 0 | $0 |
| DEBRA A WIEGAND 7243 KILMER DRIVE SE, GRAND RAPIDS, MI 49508 | TREASURER | 0 | $0 |
| DAVID A FINKLESTEIN 6755 BURGER SE, GRAND RAPIDS, MI 49546 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 17079 DARLINGTON CT, BOCA RATON, FL 33496-5920
- Signed the 990-PF
- MARGARET J TRACY-FINKELSTEIN, TRUSTEE
- Phone
- (616) 847-1330
- Return prepared by
- DOLINKA VANNOORD & COMPANY PLLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3507986
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $572,658
- Income (IRS master file)
- $107,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $40,304 | $54,171 | $572,658 | XML |
| 990-PF | December 2023 | $43,332 | $58,983 | $576,525 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3507986).
Questions about THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION
- What is the EIN of THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION is 38-3507986.
- Is THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE MORTON M FINKELSTEIN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $40,304, expenses of $54,171 and total assets of $572,658 at year end.
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