William H and Lillian Dolde Charitable Trust

PENNINGTON, NJ EIN: 52-7172674

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$2.8M

+2.7% YoY

Annual Giving

$136K

+9.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$68K

+9.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$65K$130K$194K$259K20212022202320242025
Metric202520242023
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

$0$44K$87K$131K$174K2 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Albuquerque Public Schoo…$123KAlbuquerque Youth Sympho…$14K

Grant Size Distribution

10 grants across all recorded years

5<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does William H and Lillian Dolde Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICA N ATRUSTEE$23K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1$23,356

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Albuquerque

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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