Nancy D Aldera Charitable Trust

WEST DES MOINES, IA EIN: 47-6300254

Nancy D Aldera Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST DES MOINES, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $489K in total assets. In 2024, it awarded 6 grants totaling $50K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$489K

-3.6% YoY

Annual Giving

$50K

+25.0% YoY

Grant Count

+20.0% YoY

Avg Grant Size

$8K

+4.2% YoY

Under IRS private-foundation payout rules, Nancy D Aldera Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Nancy D Aldera Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $145K (71%)

Colorado $60K (29%)

States

Colorado Iowa

Cities

AnkenyDes MoinesDoughertyEnglewoodJohnstonUrbandaleWest Des Moines

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$489,143	$507,410	$531,379
Revenue	$40,260	$23,894	$-10,589
Expenses	$58,527	$47,863	$48,574
Qualifying Distributions	$50,000	$40,000	$33,000
Net Investment Income	$31,733	$16,031	$5,483
Distributable Amount	$30,878	$29,559	$31,326

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Grand View Christian School Assoc I ($15,000), Craig Hospital ($15,000), Childserve ($5,000).

Recipient	Purpose	Amount
GRAND VIEW CHRISTIAN SCHOOL ASSOC I DES MOINES, IA	EDUCATION SCHOLARSHIPS	$15,000
CRAIG HOSPITAL ENGLEWOOD, CO	UNRESTRICTED GIFT	$15,000
CHILDSERVE JOHNSTON, IA	UNRESTRICTED DONATION	$5,000
CATHOLIC CHARITIES DES MOINES, IA	ANTI-POVERTY COMPAIGN	$5,000
MEALS FROM THE HEARLAND WEST DES MOINES, IA	UNRESTRICTED GIFT	$5,000
MAKE A WISH FOUNDATION OF IOWA URBANDALE, IA	UNRESTRICTED GIFT	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANTE TORIELLO	Trustee	3	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Nancy D Aldera Charitable Trust?

Nancy D Aldera Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST DES MOINES, IA. It holds $489K in total assets as of 2024.

How large is Nancy D Aldera Charitable Trust?

As of 2024, Nancy D Aldera Charitable Trust holds $489K in total assets with $40K in annual revenue. It awarded 6 grants totaling $50K in 2024.

Where does Nancy D Aldera Charitable Trust operate?

Nancy D Aldera Charitable Trust has awarded grants in Colorado, Iowa.

What size grants does Nancy D Aldera Charitable Trust award?

In 2024, Nancy D Aldera Charitable Trust awarded 6 grants totaling $50K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Nancy D Aldera Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nancy D Aldera Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Nancy D Aldera Charitable Trust's EIN?

Nancy D Aldera Charitable Trust's EIN (Employer Identification Number) is 47-6300254. IRS Form 990 filing data is available on this page for 2020–2024.