Margaret Finkel Foundation Inc

Ft Walton Bch, FL
Tax-exempt since Jan. 2002
EIN: 58-2617575

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$244k (2024)

Expenses

$265k (2024)

Total Assets

$4.33M (2024)

Total Liabilities

$2.8k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$244,408

Expenses

$264,795

Net Income

-$20,387

Net Assets

$4,329,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$82,380	33.7%
Interest Revenue	$41,414	16.9%
Dividends	$51,267	21.0%
Sales of Assets	$58,648	24.0%
Other Income	-$36,101

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,508	79.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,332,373
Total Liabilities	$2,800
Net Assets	$4,329,573

Compensation

Key Employees and Officers	Compensation	Other
Neill C Finkel (President)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on July 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$294,978

Expenses

$242,257

Net Income

$52,721

Net Assets

$4,349,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,282	26.9%
Interest Revenue	$142,785	48.4%
Dividends	$52,132	17.7%
Sales of Assets	$15,657	5.3%
Other Income	-$34,178

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,453	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,352,760
Total Liabilities	$2,800
Net Assets	$4,349,960

Compensation

Key Employees and Officers	Compensation	Other
Neill C Finkel (President)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Aug. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2022

Revenue

$663,303

Expenses

$303,943

Net Income

$359,360

Net Assets

$4,297,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,678	12.2%
Interest Revenue	$12,092	1.8%
Dividends	$51,330	7.7%
Sales of Assets	$464,847	70.1%
Other Income	$14,156	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,344	70.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,298,539
Total Liabilities	$1,300
Net Assets	$4,297,239

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Aug. 24, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$307,298

Expenses

$139,384

Net Income

$167,914

Net Assets

$3,937,879

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,992	26.0%
Interest Revenue	$6,184	2.0%
Dividends	$42,581	13.9%
Sales of Assets	$152,979	49.8%
Other Income	-$21,288

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,359	55.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,939,179
Total Liabilities	$1,300
Net Assets	$3,937,879

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on June 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$120,776

Expenses

$76,794

Net Income

$43,982

Net Assets

$3,769,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$89,647	74.2%
Interest Revenue	$6,628	5.5%
Dividends	$33,572	27.8%
Sales of Assets	$0
Other Income	-$50,497

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,673	24.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,771,265
Total Liabilities	$1,300
Net Assets	$3,769,965

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$149,364

Expenses

$257,780

Net Income

-$108,416

Net Assets

$3,725,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$82,956	55.5%
Interest Revenue	$10,089	6.8%
Dividends	$39,533	26.5%
Sales of Assets	$15,802	10.6%
Other Income	-$44,766

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,194	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,727,283
Total Liabilities	$1,300
Net Assets	$3,725,983

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$293,363

Expenses

$398,624

Net Income

-$105,261

Net Assets

$3,834,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$94,184	32.1%
Interest Revenue	$12,159	4.1%
Dividends	$35,478	12.1%
Sales of Assets	$169,053	57.6%
Other Income	-$48,411

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$349,077	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,835,699
Total Liabilities	$1,300
Net Assets	$3,834,399

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Nov. 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$291,592

Expenses

$271,168

Net Income

$20,424

Net Assets

$3,939,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$85,264	29.2%
Interest Revenue	$9,960	3.4%
Dividends	$28,102	9.6%
Sales of Assets	$153,324	52.6%
Other Income	-$14,268

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,686	75.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,952,182
Total Liabilities	$12,522
Net Assets	$3,939,660

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Nov. 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$168,840

Expenses

$188,651

Net Income

-$19,811

Net Assets

$3,919,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,144	46.9%
Interest Revenue	$9,861	5.8%
Dividends	$29,185	17.3%
Sales of Assets	$39,575	23.4%
Other Income	-$16,425

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,082	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,008,424
Total Liabilities	$89,188
Net Assets	$3,919,236

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Aug. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$2,056,648

Expenses

$46,401

Net Income

$2,010,247

Net Assets

$3,939,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,014,780	98.0%
Interest Revenue	$4,924	0.2%
Dividends	$15,931	0.8%
Sales of Assets	$25,386	1.2%
Other Income	-$8,573

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,741	74.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,939,047
Total Liabilities	$0
Net Assets	$3,939,047

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on Oct. 24, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$1,806,127

Expenses

$17,100

Net Income

$1,789,027

Net Assets

$1,928,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,797,704	99.5%
Interest Revenue	$0
Dividends	$4,082	0.2%
Sales of Assets	$4,341	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,000	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,928,800
Total Liabilities	$0
Net Assets	$1,928,800

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on July 28, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$6,786

Expenses

$11,000

Net Income

-$4,214

Net Assets

$139,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,588	52.9%
Sales of Assets	$3,198	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,000	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$139,773
Total Liabilities	$0
Net Assets	$139,773

Compensation

Key Employees and Officers	Compensation	Other
S Bryon Finkel (President)	$0	$0
Neill C Finkel (Vice Preside)	$0	$0
Bonni L Finkel (Secretary &)	$0	$0

990-PF

Filed on June 27, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$2,485

Expenses

$12,879

Net Income

-$10,394

Net Assets

$143,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,025	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$143,987
Total Liabilities	$1
Net Assets	$143,986

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,777

Expenses

$9,208

Net Income

-$6,431

Net Assets

$154,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,777	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,500	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$154,381
Total Liabilities	$0
Net Assets	$154,381

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

Margaret Finkel Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $244k (2024)

Expenses $265k (2024)

Total Assets $4.33M (2024)

Total Liabilities $2.8k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Revenue

$244k (2024)

Expenses

$265k (2024)

Total Assets

$4.33M (2024)

Total Liabilities

$2.8k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002