Tom S & Marye Kate Aldridge Charitable & Educational Trust

Pensacola Bch, FL
Tax-exempt since April 1996
EIN: 73-1484075

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$86.2k (2024)

Expenses

$276k (2024)

Total Assets

$1.93M (2024)

Total Liabilities

$432k (2024)

Years with missing data

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$86,204

Expenses

$276,209

Net Income

-$190,005

Net Assets

$1,497,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,204	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,895	91.6%
Compensation of Officers*	$63,498	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,928,743
Total Liabilities	$431,700
Net Assets	$1,497,043

Compensation

Key Employees and Officers	Compensation	Other
Jake Aldridge (Director)	$0	$0
Tom S Aldridge Ii (Director)	$0	$0
Barbara Forrester (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$73,318

Expenses

$286,083

Net Income

-$212,765

Net Assets

$1,736,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$659	0.9%
Interest Revenue	$0
Dividends	$90,158	> 100%
Sales of Assets	-$17,499
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,269	95.5%
Compensation of Officers*	$75,411	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,191,014
Total Liabilities	$454,045
Net Assets	$1,736,969

Compensation

Key Employees and Officers	Compensation	Other
Tom S Aldridge Ii (Director)	$75,411	$0
Jake Aldridge (Director)	$0	$0
Barbara Forrester (Trustee)	$0	$0

990-PF

Filed on Feb. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2022

Revenue

$66,037

Expenses

$337,071

Net Income

-$271,034

Net Assets

$2,025,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,045	> 100%
Sales of Assets	-$29,008
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,257	96.2%
Compensation of Officers*	$72,595	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,502,211
Total Liabilities	$476,299
Net Assets	$2,025,912

Compensation

Key Employees and Officers	Compensation	Other
Tom S Aldridge Ii (Director)	$70,512	$0
Robert S Aldridge (Director)	$2,083	$0
Jake Aldridge (Director)	$0	$0
Barbara Forrester (Trustee)	$0	$0

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990-PF

Filed on Oct. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$219,928

Expenses

$181,521

Net Income

$38,407

Net Assets

$2,405,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,510	38.0%
Sales of Assets	$136,418	62.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,640	69.2%
Compensation of Officers*	$46,140	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,908,729
Total Liabilities	$503,412
Net Assets	$2,405,317

Compensation

Key Employees and Officers	Compensation	Other
Robert S Aldridge (Director)	$24,996	$0
Tom S Aldridge Ii (Director)	$21,144	$0
Jake Aldridge (Director)	$0	$0
Barbara Forrester (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$137,660

Expenses

$279,406

Net Income

-$141,746

Net Assets

$2,496,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,932	78.4%
Sales of Assets	$29,728	21.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,940	61.5%
Compensation of Officers*	$46,940	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,496,238
Total Liabilities	$1
Net Assets	$2,496,237

Compensation

Key Employees and Officers	Compensation	Other
Robert S Aldridge (Director)	$25,796	$0
Tom S Aldridge Ii (Director)	$21,144	$0
Jake Aldridge (Director)	$0	$0
Barbara Forrester (Trustee)	$0	$0

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990-PF

Filed on Aug. 31, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$192,765

Expenses

$202,035

Net Income

-$9,270

Net Assets

$2,673,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,947	43.0%
Sales of Assets	$109,818	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,903	71.2%
Compensation of Officers*	$45,903	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,673,917
Total Liabilities	$1
Net Assets	$2,673,916

Compensation

Key Employees and Officers	Compensation	Other
Robert S Aldridge (Director)	$24,996	$0
Tom S Aldridge Ii (Director)	$20,907	$0
Jake Aldridge (Director)	$0	$0
Barbara Forrester (Trustee)	$0	$0

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990-PF

Filed on Jan. 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$102,079

Expenses

$244,691

Net Income

-$142,612

Net Assets

$2,638,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,264	> 100%
Sales of Assets	$3,269	3.2%
Other Income	-$5,454

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,591	76.7%
Compensation of Officers*	$55,491	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,639,355
Total Liabilities	$514
Net Assets	$2,638,841

Compensation

Key Employees and Officers	Compensation	Other
Robert S Aldridge (Director)	$34,992	$0
Tom S Aldridge Ii (Director)	$19,999	$0
Shaun E Palmer (Director)	$500	$0
Mickie Beth Smith (Director)	$0	$0
Elrey Carr (Director)	$0	$0
Jake Aldridge (Director)	$0	$0
M L Aldridge (Director)	$0	$0
Parris Nicholson (Director)	$0	$0
Rusty Aldridge (Director)	$0	$0
Barbara Forester (Director)	$0	$0

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990-PF

Filed on May 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$178,963

Expenses

$192,767

Net Income

-$13,804

Net Assets

$2,783,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,863	55.2%
Sales of Assets	$87,683	49.0%
Other Income	-$7,583

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,662	81.3%
Compensation of Officers*	$55,662	28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,783,872
Total Liabilities	$444
Net Assets	$2,783,428

Compensation

Key Employees and Officers	Compensation	Other
Robert S Aldridge (Director)	$35,592	$0
Tom S Aldridge Ii (Director)	$16,270	$0
Mickie Beth Smith (Director)	$600	$0
Elrey Carr (Director)	$600	$0
Jake Aldridge (Director)	$600	$0
Parris Nicholson (Director)	$600	$0
Rusty Aldridge (Director)	$600	$0
Barbara Forester (Director)	$600	$0
Shaun E Palmer (Director)	$200	$0
M L Aldridge (Director)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$126,578

Expenses

$205,780

Net Income

-$79,202

Net Assets

$2,769,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,071	79.8%
Sales of Assets	$36,217	28.6%
Other Income	-$10,710

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,495	75.1%
Compensation of Officers*	$51,541	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,770,074
Total Liabilities	$1,004
Net Assets	$2,769,070

Compensation

Key Employees and Officers	Compensation	Other
Robert S Aldridge (Director)	$35,592	$0
Tom S Aldridge Ii (Director)	$10,599	$0
Elrey Carr (Director)	$2,350	$0
Shaun E Palmer (Director)	$600	$0
Parris Nicholson (Director)	$600	$0
Jake Aldridge (Director)	$600	$0
Rusty Aldridge (Director)	$600	$0
Barbara Forester (Director)	$600	$0
Mickie Beth Smith (Director)	$0	$0
M L Aldridge (Director)	$0	$0

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990-PF

Filed on June 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$121,339

Expenses

$201,586

Net Income

-$80,247

Net Assets

$2,813,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,928	79.9%
Sales of Assets	$13,579	11.2%
Other Income	$10,832	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,303	79.5%
Compensation of Officers*	$51,366	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,813,290
Total Liabilities	$0
Net Assets	$2,813,290

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$181,040

Expenses

$204,947

Net Income

-$23,907

Net Assets

$2,893,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,925	59.6%
Sales of Assets	$65,778	36.3%
Other Income	$7,337	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,488	72.9%
Compensation of Officers*	$49,991	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,893,537
Total Liabilities	$0
Net Assets	$2,893,537

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$564,290

Expenses

$188,014

Net Income

$376,276

Net Assets

$2,917,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,028	19.5%
Sales of Assets	$453,716	80.4%
Other Income	$546	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,712	75.9%
Compensation of Officers*	$50,642	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,917,444
Total Liabilities	$0
Net Assets	$2,917,444

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Tom S & Marye Kate Aldridge Charitable & Educational Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $86.2k (2024)

Expenses $276k (2024)

Total Assets $1.93M (2024)

Total Liabilities $432k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

No Extracted Financial Data

Revenue

$86.2k (2024)

Expenses

$276k (2024)

Total Assets

$1.93M (2024)

Total Liabilities

$432k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

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2020

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2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

Fiscal Year Ending June
2002