Tom S & Marye Kate Aldridge Charitable & Educational Trust
- Assets
- $2.5m
- Revenue
- $66.0k
- Investments
- $1.8m
- Employees
- 0
- Location
- Pensacola Beach, FL
- Founding
- 04/1996
- Data as of
- 06/2022
- EIN
- 73-1484075
Organization Overview
Tom S & Marye Kate Aldridge Charitable & Educational Trust is located in Pensacola Beach, FL. The organization was established in 1996. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tom S & Marye Kate Aldridge Charitable & Educational Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Tom S & Marye Kate Aldridge Charitable & Educational Trust generated $66.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (10.3%) each year. All expenses for the organization totaled $337.1k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Tom S & Marye Kate Aldridge Charitable & Educational Trust has awarded 76 individual grants totaling $623,437. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tom S Aldridge II Director | 10 | $70,512 | |
Robert S Aldridge Director | 5 | $2,083 | |
Jake Aldridge Director | 10 | $0 | |
Barbara Forrester Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $95,045 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$29,008 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $66,037 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $72,595 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $19,467 |
| Taxes | $9,091 |
| Depreciation | $12,814 |
| Occupancy | $13,350 |
| Travel, conferences, and meetings | $86,394 |
| Printing and publications | $0 |
| Other expenses | $37,715 |
| Total operating and administrative expenses | $252,701 |
| Contributions, gifts, grants paid | $84,370 |
| Total expenses and disbursements | $337,071 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,290 |
| Savings and temporary cash investments | $136,450 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $753,145 |
| Net Land, buildings, and equipment | $601,738 |
| Other assets | $0 |
| Total assets | $2,502,211 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $476,299 |
| Other liabilities | $0 |
| Total liabilities | $476,299 |
Grants Awarded
Over the last fiscal year, Tom S & Marye Kate Aldridge Charitable & Educational Trust has awarded $84,370 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
HOME INTEGRATION INC PURPOSE: CHARITABLE - HOME & COMMUNITY BASED PROGRAMMING FOR PERSONS WITH DISABILITIES | $22,000 |
UNIVERSITY OF OKLAHOMA FOUNDATION PURPOSE: EDUCATIONAL - COLLEGE OF BUSINESS TOM & MARYE KATE ALDRIDGE BUSINESS SCHOLARSHIP | $14,850 |
Edmond, OK PURPOSE: CHARITABLE - SCHOLARSHIPS & CAMPS | $14,520 |
Oklahoma City, OK PURPOSE: CHILDREN'S CAMP | $11,000 |
TAKE STOCK IN CHILDREN PURPOSE: CHARITABLE - CHILDRENS' GUARDIAN SPONSOR | $11,000 |
LONE OAK AREA PUBLIC LIBRARY PURPOSE: CHARITABLE - LIBRARY GRANT | $11,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Murray & Sydell Rosenberg Foundation Inc Atlanta, GA | $5,561,714 | $74,985,544 |
Joseph B Whitehead Foundation Atlanta, GA | $148,285,590 | $58,163,845 |
Emergency Assistance Foundation Inc West Palm Beach, FL | $75,784,415 | $87,494,207 |
Winshape Foundation Inc Atlanta, GA | $1,733,664,901 | $22,099,572 |
A Good Name Foundation Inc Atlanta, GA | $709,299,721 | $33,917,740 |
Jane Woodruff Foundation Inc Atlanta, GA | $0 | $54,999,988 |
Truist Foundation Inc Orlando, FL | $535,253,915 | $119,578,224 |
Ups Foundation Inc Atlanta, GA | $8,317,427 | $54,799,163 |
Leslie L Alexander Foundation Delray Beach, FL | $372,501,228 | $8,282,313 |
Publix Super Markets Charities Inc Lakeland, FL | $259,322,738 | $58,315,085 |
O Wayne Rollins Foundation Atlanta, GA | $468,654,801 | $21,609,282 |
Goizueta Foundation Inc Atlanta, GA | $444,757,286 | $34,966,270 |