Alger Chaney Charitable Trust
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.
Alger Chaney Charitable Trust at a glance
In short: Alger Chaney Charitable Trust gave $80K across 4 grants in 2025 (avg $20K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,000
- -3.6% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $20,000
- +20.5% vs 2024
- Median grant
- $18,000
- Total assets
- $1,819,895
- +0.9% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Alger Chaney Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Santa Barbara Museum of Natural History ($40K). Together the top 4 received $80K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 27 grants of 28 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Alger Chaney Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 76% 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 2025, annual grant giving ranged from $80K (2025) to $120K (2021). In 2025 it made 4 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Barbara Museum of Natural History Santa Barbara, CA | General Fund | $40,000 |
| St Mary's School Aliso Viejo, CA | General Fund | $30,000 |
| JF Shea Therapeutic Riding San Juan Capistrano, CA | General Fund | $6,000 |
| Otra Mas Horse Rescue San Juan Capistrano, CA | General Fund | $4,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,819,895 | $116,835 | $101,109 | $80,000 | 4 | $81,603 | $100,148 | $107,404 |
| 2024 | $1,804,169 | $114,919 | $100,485 | $83,000 | 5 | $84,425 | $99,513 | $100,040 |
| 2023 | $1,789,735 | $55,924 | $96,627 | $80,550 | 6 | $82,600 | $43,053 | $91,949 |
| 2022 | $1,830,438 | $62,959 | $100,470 | $82,386 | 4 | $84,211 | $47,546 | $101,008 |
| 2021 | $1,867,949 | $282,406 | $137,474 | $119,660 | 9 | — | $55,585 | $100,825 |
| 2020 | $1,723,017 | $1,631,636 | $123,691 | $117,754 | 7 | — | $13,034 | $59,259 |
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.
Leadership & Key People
Officers and directors from IRS filings
Alger Chaney Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Henry W. Chaney
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Susan Chaney Purel
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Marjorie E. Chaneydied (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Alger Chaney Charitable Trust
How much does Alger Chaney Charitable Trust give each year?
Alger Chaney Charitable Trust gave $80K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $83K across 5 grants.
What is Alger Chaney Charitable Trust's typical grant size?
Alger Chaney Charitable Trust's median grant in 2025 was $18,000, and its average grant was $20,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Alger Chaney Charitable Trust give grants?
Alger Chaney Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Juan Capistrano, CA (2 grants).
Does Alger Chaney Charitable Trust give general operating support?
Yes: 100% of Alger Chaney Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Alger Chaney Charitable Trust?
Alger Chaney Charitable Trust reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $107K (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.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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