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Nonprofit · EIN 73-1484075

TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST

Tax-exempt · PENSACOLA BCH, FL 32561

Financials

$73K$286K2022$86K$276K2023$67K$282K2024
Revenue Expenses · by fiscal year end
Financials of TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$66,594$282,445-$215,851$2,207,466$967,740$1,239,726
June 30, 2024990-PF$86,204$276,209-$190,005$1,928,743$431,700$1,497,043
June 30, 2023990-PF$73,318$286,083-$212,765$2,191,014$454,045$1,736,969
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$66,594

Expenses

Grants and similar amounts paid
$82,450
Compensation of officers, directors and key employees
$63,498
Disbursements for charitable purposes
$256,733
Excise tax on investment income
$7,992

Balance sheet and other

Total assets, start of year
$1,928,743
Total assets, end of year
$2,207,466
Total liabilities, end of year
$967,740
Net assets, end of year
$1,239,726
Fair market value of assets
$4,796,599
Qualifying distributions
$256,733
Net investment income
$574,999

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAKE ALDRIDGE
324 W MAIN STREET, NORMAN, OK 73069
DIRECTOR10$0
TOM S ALDRIDGE II
324 W MAIN STREET, NORMAN, OK 73069
DIRECTOR10$0
BARBARA FORRESTER
324 W MAIN STREET, NORMAN, OK 73069
TRUSTEE5$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
JAKE ALDRIDGE
324 W MAIN STREET, NORMAN, OK 73069
DIRECTOR10$0
TOM S ALDRIDGE II
324 W MAIN STREET, NORMAN, OK 73069
DIRECTOR10$0
BARBARA FORRESTER
324 W MAIN STREET, NORMAN, OK 73069
TRUSTEE5$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
TOM S ALDRIDGE II
324 W MAIN STREET, NORMAN, OK 73069
DIRECTOR10$75,411
JAKE ALDRIDGE
324 W MAIN STREET, NORMAN, OK 73069
DIRECTOR10$0
BARBARA FORRESTER
324 W MAIN STREET, NORMAN, OK 73069
TRUSTEE5$0

Address and contacts

Address (IRS master file)
1310 VIA DE LUNA DR, PENSACOLA BCH, FL 32561-2330
In care of
% ROBERT S ALDRIDGE TRUSTEE
Signed the 990-PF
TOM S ALDRIDGE, VICE CHAIRMAN
Phone
(850) 384-7562
Return prepared by
RANDALL L SANSOM CPA PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
73-1484075
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
1996
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,207,466
Income (IRS master file)
$66,594

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$66,594$282,445$2,207,466XML
990-PFJune 2024$86,204$276,209$1,928,743XML
990-PFJune 2023$73,318$286,083$2,191,014XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2018–––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 73-1484075).

Questions about TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST

What is the EIN of TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST?
The employer identification number (EIN) of TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST is 73-1484075.
Is TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $66,594, expenses of $282,445 and total assets of $2,207,466 at year end.

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