The Alex Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODBRIDGE, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $503K in total assets. In 2024, it awarded 10 grants totaling $32K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$503K
-2.3% YoY
Annual Giving
$32K
-6.3% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$3K
-25.0% YoY
Under IRS private-foundation payout rules, The Alex Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About The Alex Charitable Trust
Based on IRS filings
The Alex Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODBRIDGE, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $503K in total assets. In 2024, it awarded 10 grants totaling $32K. Net investment income was $26K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $503,091 | $514,965 | $506,169 |
| Revenue | $25,609 | $20,108 | $11,144 |
| Expenses | $36,876 | $39,427 | $31,531 |
| Qualifying Distributions | $36,876 | $34,425 | $26,500 |
| Net Investment Income | $25,609 | $43,626 | $6,160 |
| Distributable Amount | $30,916 | $30,772 | $36,609 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Southern Connecticut Hebrew Academy ($13,254), JCC of Greater New Haven ($7,000), Myb Pto ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Connecticut Hebrew Academy Orange, CT | Education for children | $13,254 |
| Friends of Navdanya Florence, MA | Farming and Seed Banks | $500 |
| NIVIC Sterling, VA | Vaccine Research | $1,000 |
| Laugeni Family Foundation Woodbridge, CT | Education Scholarships | $2,500 |
| Cardinal Shehan Center Bridgeport, CT | Educational | $1,000 |
| Canines for Disabled Kids Worcester, MA | Children Aide | $1,000 |
| JCC of Greater New Haven Woodbridge, CT | Educational | $7,000 |
| MYB PTO Wallingford, CT | Educational | $5,000 |
| Bushnell Center for Performing Arts Hartford, CT | Arts | $500 |
| Abandoned Animals Inc Bethany, CT | Animals | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charyn D Powers CPA | Trustee | — | — |
| Megan Scotto | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Alex Charitable Trust?
The Alex Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODBRIDGE, CT. It holds $503K in total assets as of 2024.
How large is The Alex Charitable Trust?
As of 2024, The Alex Charitable Trust holds $503K in total assets with $26K in annual revenue. It awarded 10 grants totaling $32K in 2024.
Where does The Alex Charitable Trust operate?
The Alex Charitable Trust has awarded grants in Connecticut, Massachusetts, New York, Virginia.
What size grants does The Alex Charitable Trust award?
In 2024, The Alex Charitable Trust awarded 10 grants totaling $32K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Alex Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Alex 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 The Alex Charitable Trust's EIN?
The Alex Charitable Trust's EIN (Employer Identification Number) is 06-1546079. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Alex Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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