GW Aldeen Charitable Trust
GW Aldeen Charitable Trust is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.9M in total assets. In 2026, it made $2K in qualifying distributions. Net investment income was $223K.
GW Aldeen Charitable Trust at a glance
- Total assets
- $2,857,985
- +8.3% vs 2025
- Revenue (2026)
- $259,077
- +16.0% vs 2025
- Qualifying distributions (2026)
- $1,807
- -98.7% vs 2025
- Expenses (2026)
- $41,068
- -77.2% vs 2025
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who GW Aldeen Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $50–100K range: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How GW Aldeen Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2026 it paid out 1% 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 2021 to 2025, annual grant giving ranged from $140K (2025) to $280K (2021). In 2025 it made 2 grants totaling $140K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Endowment Foundation Hudson, OH | Religious | $70,000 |
| Fidelity Endowment Cincinnati, OH | General | $70,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,857,985 | $259,077 | $41,068 | — | — | $1,807 | $223,395 | $165,854 |
| 2025 | $2,639,976 | $223,364 | $180,201 | $140,000 | 2 | $143,616 | $187,954 | $149,664 |
| 2024 | $2,596,813 | $143,475 | $196,647 | $160,000 | 2 | $161,780 | $111,625 | $139,803 |
| 2023 | $2,649,985 | $174,086 | $200,543 | $160,000 | 2 | $162,237 | $138,248 | $132,196 |
| 2022 | $2,676,442 | $446,079 | $203,088 | $160,000 | 2 | $162,037 | $410,653 | $153,442 |
| 2021 | $2,433,451 | $250,535 | $315,465 | $280,000 | 2 | — | $218,806 | $144,593 |
Under IRS private-foundation payout rules, GW Aldeen Charitable Trust reported a distributable amount of $166K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
GW Aldeen Charitable Trust is led by William Aldeen, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2026 filing
William Aldeen
Trustee
On filings since 2021
No compensation reported
Former officers (1)
- Former: June Anderson (2021–2025) — Trustee
Data from IRS Form 990 filings, 2021–2026. "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 GW Aldeen Charitable Trust
How large is GW Aldeen Charitable Trust?
GW Aldeen Charitable Trust reported $2.9M in total assets on its 2026 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $166K (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 GW Aldeen Charitable Trust operate?
GW Aldeen Charitable Trust has awarded grants in Ohio.
What is GW Aldeen Charitable Trust's EIN?
GW Aldeen Charitable Trust's EIN (Employer Identification Number) is 36-6056643. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 23, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 30, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 24, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 29, 2026)
- IRS filings on file for fiscal years 2021–2025
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