Aldrich Family Charitable Foundation
Aldrich Family Charitable Foundation is a private foundation, based in Albany, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.7M in total assets. In 2024, it awarded 1 grant totaling $635K. Net investment income was $801K.
Aldrich Family Charitable Foundation at a glance
In short: Aldrich Family Charitable Foundation gave $635K across 1 grant in 2024 (avg $635K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $635,285
- +27.4% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $635,285
- +27.4% vs 2023
- Median grant
- $635,285
- Total assets
- $11,725,763
- +1.2% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Aldrich Family Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Aldrich Family Charitable Foundation gives
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $499K (2023) to $1.1M (2020). In 2024 it made 1 grant totaling $635K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached List Albany, NY | General Charitable Purposes | $635,285 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $11,725,763 | $1,140,040 | $767,727 | $635,285 | 1 | $638,285 | $801,362 | $804,019 |
| 2023 | $11,590,234 | $2,011,590 | $610,300 | $498,825 | 1 | $498,825 | $1,443,559 | $671,940 |
| 2022 | $10,632,449 | $384,151 | $814,894 | $707,275 | 1 | $707,275 | $295,927 | $668,482 |
| 2021 | $11,063,192 | $2,660,782 | $846,499 | $749,250 | 1 | $749,250 | $1,367,929 | $699,803 |
| 2020 | $10,341,573 | $2,041,621 | $1,153,826 | $1,074,500 | 1 | — | $1,192,024 | $541,777 |
Under IRS private-foundation payout rules, Aldrich Family Charitable Foundation reported a distributable amount of $804K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Aldrich Family Charitable Foundation's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
David J. Aldrich
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jacqueline Aldrich
Trustee
On filings since 2020
1 hr/week
No compensation reported
Janet S. Aldrich
Trustee
On filings since 2020
1 hr/week
No compensation reported
Nathan Aldrich
Trustee
On filings since 2020
1 hr/week
No compensation reported
Rachel Aldrich
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Aldrich Family Charitable Foundation
How much does Aldrich Family Charitable Foundation give each year?
Aldrich Family Charitable Foundation gave $635K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $499K across 1 grant.
How large is Aldrich Family Charitable Foundation?
Aldrich Family Charitable Foundation reported $11.7M in total assets on its 2024 IRS Form 990-PF. It paid out $638K in qualifying distributions that year, against a required minimum of $804K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Aldrich Family Charitable Foundation operate?
Aldrich Family Charitable Foundation has awarded grants in New York.
What is Aldrich Family Charitable Foundation's EIN?
Aldrich Family Charitable Foundation's EIN (Employer Identification Number) is 47-2365658. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 21, 2025)
- IRS filings on file for fiscal years 2020–2024
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