Nonprofit · EIN 04-6023784
GEORGE I ALDEN TRUST
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $24,510,938 | $14,187,415 | $10,323,523 | $214,398,299 | $3,920,000 | $210,478,299 |
| December 31, 2023 | 990-PF | $11,284,418 | $13,482,495 | -$2,198,077 | $203,372,681 | $3,195,000 | $200,177,681 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $5,126,546
- Interest
- $15,128
- Net gain from sales of assets
- $19,012,981
- Other income
- $356,283
Expenses
- Grants and similar amounts paid
- $11,478,000
- Compensation of officers, directors and key employees
- $600,000
- Disbursements for charitable purposes
- $11,781,783
- Excise tax on investment income
- $311,712
Balance sheet and other
- Total assets, start of year
- $203,372,681
- Total assets, end of year
- $214,398,299
- Total liabilities, end of year
- $3,920,000
- Net assets, end of year
- $210,478,299
- Fair market value of assets
- $255,991,849
- Qualifying distributions
- $11,781,783
- Net investment income
- $24,510,938
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 |
|---|---|---|---|
| WARNER S FLETCHER 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 25 | $150,000 |
| JAMES E COLLINS 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 20 | $150,000 |
| GAIL T RANDALL 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 20 | $150,000 |
| DOUGLAS MEYSTRE 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 20 | $150,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARNER S FLETCHER 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 25 | $150,000 |
| JAMES E COLLINS 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 20 | $150,000 |
| GAIL T RANDALL 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 20 | $150,000 |
| DOUGLAS MEYSTRE 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE | 20 | $150,000 |
Address and contacts
- Address (IRS master file)
- 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
- In care of
- % FLETCHER TILTON & WHIPPLE
- Signed the 990-PF
- JAMES E COLLINS, TRUSTEE
- Phone
- (508) 459-8005
- Website
- WWW.ALDENTRUST.ORG
- Return prepared by
- STOWE & DEGON LLC
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
- 04-6023784
- 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
- 1981
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $214,398,299
- Income (IRS master file)
- $78,194,419
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $24,510,938 | $14,187,415 | $214,398,299 | IRS |
| 990-PF | December 2023 | $11,284,418 | $13,482,495 | $203,372,681 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 04-6023784).
Questions about GEORGE I ALDEN TRUST
- What is the EIN of GEORGE I ALDEN TRUST?
- The employer identification number (EIN) of GEORGE I ALDEN TRUST is 04-6023784.
- Is GEORGE I ALDEN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to GEORGE I ALDEN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE I ALDEN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE I ALDEN TRUST 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 GEORGE I ALDEN TRUST 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 GEORGE I ALDEN TRUST?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $150,000 (WARNER S FLETCHER, TRUSTEE).
- How much revenue does GEORGE I ALDEN TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,510,938, expenses of $14,187,415 and total assets of $214,398,299 at year end.
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