Aladd Foundation Inc is a private foundation focused on Medical Research, based in BRIDGEWATER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $105K in total assets. In 2025, it made $30K in qualifying distributions. Net investment income was $11.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$105K
-19.3% YoY
Revenue
$2K
-95.7% YoY
Qualifying Distributions
$30K
+113.7% YoY
Expenses
$27K
+118.2% YoY
Under IRS private-foundation payout rules, Aladd Foundation Inc reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
About Aladd Foundation Inc
Based on IRS filings
Aladd Foundation Inc is a private foundation focused on Medical Research, based in BRIDGEWATER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $105K in total assets. In 2025, it made $30K in qualifying distributions. Net investment income was $11.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $104,574 | $129,659 | $109,195 |
| Revenue | $1,736 | $40,663 | $42,101 |
| Expenses | $27,481 | $12,594 | $56,569 |
| Qualifying Distributions | $30,203 | $14,133 | $56,569 |
| Net Investment Income | $11 | $11 | $11 |
| Distributable Amount | $5,354 | $5,602 | $5,585 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRUCE HEGER | PRESIDENT | — | — |
| LISA STOYLE | TREASURER | — | — |
| JORY ANNA CARLISLE | SECRETARY | — | — |
| JENNA HEGER | DIRECTOR | — | — |
| NICOLE WHALEN | DIRECTOR | — | — |
| BRETT HEGER | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Aladd Foundation Inc?
Aladd Foundation Inc is a private foundation focused on Medical Research, based in BRIDGEWATER, MA. It holds $105K in total assets as of 2025.
How large is Aladd Foundation Inc?
As of 2025, Aladd Foundation Inc holds $105K in total assets with $2K in annual revenue.
How much is Aladd Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Aladd Foundation Inc reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Aladd Foundation Inc's EIN?
Aladd Foundation Inc's EIN (Employer Identification Number) is 04-3466669. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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