Alger Chaney Charitable Trust

SANTA BARBARA, CA EIN: 77-0389581

Alger Chaney Charitable Trust is a private foundation focused on Education, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 4 grants totaling $80K. Net investment income was $100K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

+0.9% YoY

Annual Giving

$80K

-3.6% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$20K

+20.5% YoY

Under IRS private-foundation payout rules, Alger Chaney Charitable Trust reported a distributable amount of $107K for 2025 — the minimum it must pay out in qualifying distributions.

About Alger Chaney Charitable Trust

Based on IRS filings

Alger Chaney Charitable Trust is a private foundation focused on Education, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 4 grants totaling $80K. Net investment income was $100K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Aliso ViejoMission ViejoSan FranciscoSan Juan CapistranoSanta Barbara

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$449K$897K$1M$2M202020212022202320242025
Metric202520242023
Total Assets$1,819,895$1,804,169$1,789,735
Revenue$116,835$114,919$55,924
Expenses$101,109$100,485$96,627
Qualifying Distributions$81,603$84,425$82,600
Net Investment Income$100,148$99,513$43,053
Distributable Amount$107,404$100,040$91,949

Giving Over Time

Total grant dollars and number of grants per year

$0$30K$60K$90K$120K7 grants20209 grants20214 grants20226 grants20235 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

SANTA BARBARA MUSEUM OF …$40KST MARY'S SCHOOL$30KJF SHEA THERAPEUTIC RIDING$6KOTRA MAS HORSE RESCUE$4K

Grant Size Distribution

28 grants across all recorded years

27<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Santa Barbara Museum of Natural History ($40,000), St Mary's School ($30,000), Jf Shea Therapeutic Riding ($6,000).

RecipientPurposeAmount
ST MARY'S SCHOOL ALISO VIEJO, CAGENERAL FUND$30,000
JF SHEA THERAPEUTIC RIDING SAN JUAN CAPISTRANO, CAGENERAL FUND$6,000
OTRA MAS HORSE RESCUE SAN JUAN CAPISTRANO, CAGENERAL FUND$4,000
SANTA BARBARA MUSEUM OF NATURAL HISTORY SANTA BARBARA, CAGENERAL FUND$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
HENRY W CHANEYTRUSTEE0.5
SUSAN CHANEY PURELTRUSTEE0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Alger Chaney Charitable Trust?

Alger Chaney Charitable Trust is a private foundation focused on Education, based in SANTA BARBARA, CA. It holds $1.8M in total assets as of 2025.

How large is Alger Chaney Charitable Trust?

As of 2025, Alger Chaney Charitable Trust holds $1.8M in total assets with $117K in annual revenue. It awarded 4 grants totaling $80K in 2025.

Where does Alger Chaney Charitable Trust operate?

Alger Chaney Charitable Trust has awarded grants in California.

What size grants does Alger Chaney Charitable Trust award?

In 2025, Alger Chaney Charitable Trust awarded 4 grants totaling $80K — an average of about $20K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Alger Chaney Charitable Trust reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alger Chaney Charitable Trust's EIN?

Alger Chaney Charitable Trust's EIN (Employer Identification Number) is 77-0389581. IRS Form 990 filing data is available on this page for 2020–2025.

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

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