Alexandra Charitable Trust

Private foundation · Grantmaker Oakland, CA EIN: 39-1572878

Alexandra Charitable Trust is a private foundation, based in Oakland, CA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 4 grants totaling $393K. Net investment income was $2.

Alexandra Charitable Trust at a glance

In short: Alexandra Charitable Trust gave $393K across 4 grants in 2022 (avg $98K), mostly in Wisconsin. Source: 2022 IRS Form 990-PF.

Annual giving (2022)
$393,099
+37.9% vs 2021
Grants made (2022)
4
-33.3% vs 2021
Average grant
$98,275
+106.9% vs 2021
Median grant
$43,050
Primary geography
Wisconsin (93% of itemized 2022 grant dollars)
Latest 990 filing
Form 990-PF, 2022 View filing

Data from IRS Form 990-PF, 2022; updated September 2026.

Who Alexandra Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2022

Oshkosh Boys & Girls Club: $300KOshkosh Boys & Girls Club$300KOshkosh Area Community Foundation: $60KOshkosh Area CommunityFoundation$60KOshkosh Public Library: $26KOshkosh Public Library$26KOshkosh Area Community Pantry: $7KOshkosh Area Community Pantry$7K

The largest 2022 recipient was Oshkosh Boys & Girls Club ($300K). Together the top 4 received $393K.

Grant Size Distribution

18 grants across all recorded years

14<$50K1$50–100K$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 18 (78%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2022 grant dollars across all 4 itemized grants.

Cities

Oshkosh

How Alexandra Charitable Trust gives

  • In 2022 it paid out well above its IRS minimum distribution (the 5% rule). 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

$0$100K$200K$300K$400K8 grants2020 6 grants2021 4 grants2022

From 2020 to 2022, annual grant giving ranged from $285K (2021) to $393K (2022). In 2022 it made 4 grants totaling $393K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Oshkosh Boys & Girls Club Oshkosh, WITo Improve the Lives of Children and Families$300,000
Oshkosh Area Community Foundation Oshkosh, WITo improve the quality of life in the oshkosh area and surrounding community.$60,000
Oshkosh Public Library Oshkosh, WATo support children's literacy, build popular collections, preserve local history resources$26,099
Oshkosh Area Community Pantry Oshkosh, WITo Relieve Hunger in the Oshkosh Community.$7,000
Your AI grants department

Ready to take the next step with Alexandra Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2022—$-5,634$396,092$393,0994$393,099$2$18,202
2021$359,847$17,346$285,342$285,0006$285,000$3,088$27,640
2020$627,843$19,983$302,683$301,8088—$754$40,684

Under IRS private-foundation payout rules, Alexandra Charitable Trust reported a distributable amount of $18K for 2022 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Alexandra Charitable Trust's 2022 filing lists 2 officers; none of the 2 officers listed in 2022 report compensation.

Officers on the 2022 filing

  • Ann Leyhe Pauley

    Co-Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Claire Oldani

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2022. "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 Alexandra Charitable Trust

How much does Alexandra Charitable Trust give each year?

Alexandra Charitable Trust gave $393K across 4 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $285K across 6 grants.

What is Alexandra Charitable Trust's typical grant size?

Alexandra Charitable Trust's median grant in 2022 was $43,050, and its average grant was $98,275, across 4 grants on its 2022 IRS Form 990-PF.

Where does Alexandra Charitable Trust give grants?

Alexandra Charitable Trust gives mostly in Wisconsin: 93% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest state was Washington (7%). The most frequent recipient cities were Oshkosh, WI (3 grants).

Does Alexandra Charitable Trust give general operating support?

Not in 2022: none of the 4 grants with a stated purpose on Alexandra Charitable Trust's 2022 IRS Form 990-PF were described as general or operating support.

How much is Alexandra Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Alexandra Charitable Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alexandra Charitable Trust's EIN?

Alexandra Charitable Trust's EIN (Employer Identification Number) is 39-1572878. IRS Form 990 filing data is available on this page for 2020–2022.

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

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
  4. IRS filings on file for fiscal years 2020–2022

Explore Open Grants

Browse active grant opportunities in Alexandra Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Silver Star Brands Foundation Inc

Oshkosh, WI

Assets

$790K

Grants

8

Total Given

$16K

The Grammie Jean Foundation Inc

Oshkosh, WI

The Grammie Jean Foundation supports charitable organizations working in areas including addiction recovery, food assistance, youth programming, and community support, with most 2025 funding going to Wisconsin and Minnesota. Its 14 grants totaled $140,000, ranging from $5,000 to $45,000, with a median of $7,500. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$1.4M

Grants

14

Total Given

$140K

Harenburg Family Foundation Inc

Oshkosh, WI

Philanthropy, Voluntarism & Grantmaking

Assets

$569K

Grants

14

Total Given

$98K

Oshkosh Corporation Foundation Inc

Oshkosh, WI

The Foundation funds poverty reduction and community needs, including food and shelter security, workforce readiness, youth development, and organizations serving community helpers. Its 2025 grants ranged from $2,500 to $200,000, with a median of $7,000, and are prioritized for communities where Oshkosh Corporation employees live and work, especially in Wisconsin. It accepts grant requests through its website from eligible 501(c)(3) organizations.

Assets

$253K

Grants

75

Total Given

$1.1M

JEK Foundation Inc

Oshkosh, WI

JEK Foundation Inc funds community services, food security, housing, youth programs, recovery, and related work, with 2024 grants going to organizations in Wisconsin, particularly the Oshkosh area. It awarded 40 grants in 2024, typically around $25,000 (the median), with grants ranging from $1,325 to $150,000. It accepts written applications, preferably by email; the deadline is October 31.

Philanthropy, Voluntarism & Grantmaking

Assets

$36.1M

Grants

40

Total Given

$1.5M

Oshkosh Mid Morning Kiwanis Foundation Inc

Oshkosh, WI

We are dedicated to serving the children and young people of oshkosh, as well as our interest in supporting initiatives by kiwanis international that help children throughout the nation and the world by providing grants and services.

Assets

$102K

Grants

4

Total Given

$63K

More similar funders

More Funders in California

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Alexandra Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Alexandra Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?