Alden N Young Trust

BOSTON, MA EIN: 02-6117755

Alden N Young Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 5 grants totaling $139K. Net investment income was $132K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

-4.8% YoY

Annual Giving

$139K

-28.2% YoY

Grant Count

5

+25.0% YoY

Avg Grant Size

$28K

-42.5% YoY

Under IRS private-foundation payout rules, Alden N Young Trust reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.

About Alden N Young Trust

Based on IRS filings

Alden N Young Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 5 grants totaling $139K. Net investment income was $132K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

MiddleburySanbornvilleTiltonUnionWolfeboroWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$95K$189K$284K$379K20202021202220232024
Metric202420232022
Total Assets$1,790,732$1,880,146$1,808,261
Revenue$135,547$113,706$105,665
Expenses$159,956$211,760$33,051
Qualifying Distributions$142,275$196,057$17,380
Net Investment Income$132,234$99,797$92,518
Distributable Amount$170,937$164,556$158,903

Giving Over Time

Total grant dollars and number of grants per year

$0$48K$97K$145K$194K0 grants20205 grants20213 grants20224 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

WAKEFIELD BROOKFIELD HIS…$115KGAFFNEY LIBRARY$10KMIDDLEBURY COLLEGE$5KACTON WAKEFIELD WATERSHE…$5KBREWSTER ACADEMY$4K

Grant Size Distribution

17 grants across all recorded years

14<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wakefield Brookfield Historical Society ($115,000), Gaffney Library ($10,000), Middlebury College ($5,000).

RecipientPurposeAmount
BREWSTER ACADEMY WOLFEBORO, NHGENERAL PURPOSE$4,000
MIDDLEBURY COLLEGE MIDDLEBURY, VTGENERAL PURPOSE$5,000
WAKEFIELD BROOKFIELD HISTORICAL SOCIETY SANBORNVILLE, NHGENERAL PURPOSE$115,000
GAFFNEY LIBRARY SANBORNVILLE, NHGENERAL PURPOSE$10,000
ACTON WAKEFIELD WATERSHED ALLIANCE UNION, NHGENERAL PURPOSE$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REV DR NANCY S SMITHTRUSTEE3
MICHAEL J PUZOTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Alden N Young Trust?

Alden N Young Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $1.8M in total assets as of 2024.

How large is Alden N Young Trust?

As of 2024, Alden N Young Trust holds $1.8M in total assets with $136K in annual revenue. It awarded 5 grants totaling $139K in 2024.

Where does Alden N Young Trust operate?

Alden N Young Trust has awarded grants in Massachusetts, New Hampshire, Vermont.

What size grants does Alden N Young Trust award?

In 2024, Alden N Young Trust awarded 5 grants totaling $139K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Alden N Young Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alden N Young Trust reported a distributable amount of $171K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alden N Young Trust's EIN?

Alden N Young Trust's EIN (Employer Identification Number) is 02-6117755. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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