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Also known as: & EDUCATIONAL TRUST
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Tom S & Marye Kate Aldridge Charitable & Educational Trust is a private trust based in PENSACOLA BCH, FL. The foundation received its IRS ruling in 1996. The principal officer is Robert S Aldridge Trustee. It holds total assets of $2.2M. Annual income is reported at $67K. Total assets have decreased from $2.9M in 2011 to $1.9M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in Oklahoma, Texas and Florida. According to available records, Tom S & Marye Kate Aldridge Charitable & Educational Trust has made 12 grants totaling $161K, with a median grant of $12K. The foundation has distributed between $77K and $84K annually from 2022 to 2023. Individual grants have ranged from $10K to $22K, with an average award of $13K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Oklahoma and Texas and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$11K
Median Grant
$13K
Average Grant
$14K
Largest Grant
$22K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Tom S & Marye Kate Aldridge Charitable & Educational Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in OK, TX, FL.
Tom S & Marye Kate Aldridge Charitable & Educational Trust has distributed a total of $161K across 12 grants. The median grant size is $12K, with an average of $13K. Individual grants have ranged from $10K to $22K.
Tom S & Marye Kate Aldridge Charitable & Educational Trust typically selects its grantees rather than accepting unsolicited proposals. The application deadline is NONE AT THE TIME. Mainly educational.
Tom S & Marye Kate Aldridge Charitable & Educational Trust is headquartered in PENSACOLA BCH, FL. While based in FL, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Tom S Aldridge Ii | DIRECTOR | $0 | $0 | N/A |
| Barbara Forrester | TRUSTEE | $0 | $0 | N/A |
| Jake Aldridge | DIRECTOR | $0 | $0 | N/A |
Total Giving
$276K
Total Assets
$1.9M
Fair Market Value
$4.8M
Net Worth
$1.5M
Grants Paid
$94K
Contributions
N/A
Net Investment Income
$159K
Distribution Amount
$2K
Total: $662K
Total Grants
12
Total Giving
$161K
Average Grant
$13K
Median Grant
$12K
Unique Recipients
6
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Home Integration IncCHARITABLE - HOME & COMMUNITY BASED PROGRAMMING FOR PERSONS WITH DISABILITIES | Shawnee, OK | $20K | 2023 |
| University Of Oklahoma FoundationEDUCATIONAL - COLLEGE OF BUSINESS TOM & MARYE KATE ALDRIDGE BUSINESS SCHOLARSHIP | Norman, OK | $14K | 2023 |
| University Of Central Oklahoma FoundationCHARITABLE - SCHOLARSHIPS & CAMPS | Edmond, OK | $13K | 2023 |
| Lone Oak Area Public LibraryCHARITABLE - LIBRARY GRANT | Lone Oak, TX | $10K | 2023 |
| Take Stock In ChildrenCHARITABLE - CHILDRENS' GUARDIAN SPONSOR | Milton, FL | $10K | 2023 |
| Cavett Kids FoundationCHILDREN'S CAMP | Oklahoma City, OK | $10K | 2023 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL