William O Alden Jr Charitable Tr

Private foundation · Grantmaker Louisville, KY EIN: 99-6814920

William O Alden Jr Charitable Tr is a private foundation, based in Louisville, KY. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $18.0M in total assets. In 2025, it awarded 1 grant totaling $1.5M. Net investment income was $616K.

Key facts about William O Alden Jr Charitable Tr

In short: William O Alden Jr Charitable Tr gave $1.5M across 1 grant in 2025 (avg $1.5M), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
99-6814920
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,500,000
Grants made (2025)
1
Average grant
$1,500,000
Median grant
$1,500,000
Total assets
$17,977,002
Primary geography
Kentucky (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$18.0M

+2132.2% YoY

Annual Giving

$1.5M

Grant Count

1

Avg Grant Size

$1.5M

Under IRS private-foundation payout rules, William O Alden Jr Charitable Tr reported a distributable amount of $303K for 2025 — the minimum it must pay out in qualifying distributions.

How William O Alden Jr Charitable Tr gives

  • In 2025 it paid out 495% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Louisville

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M0 grants20241 grants2025

In 2025 it made 1 grant totaling $1.5M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

See Attached Schedule: $1.5MSee Attached Schedule$1.5M

The largest 2025 recipient was See Attached Schedule ($1.5M).

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $1–5M range: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Schedule Louisville, KYFinancial Support$1,500,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M20242025
Metric20252024
Total Assets$17,977,002$805,350
Revenue$18,696,370$806,122
Expenses$1,511,765$772
Qualifying Distributions$1,501,104$600
Net Investment Income$616,417$5,363
Distributable Amount$303,034$30,793

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. IRS filings on file for fiscal year 2024

Frequently asked questions about William O Alden Jr Charitable Tr

How much does William O Alden Jr Charitable Tr give each year?

William O Alden Jr Charitable Tr gave $1.5M across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is William O Alden Jr Charitable Tr?

William O Alden Jr Charitable Tr reported $18.0M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $303K (roughly 5% of its investment assets).

Where does William O Alden Jr Charitable Tr operate?

William O Alden Jr Charitable Tr has awarded grants in Kentucky.

What is William O Alden Jr Charitable Tr's EIN?

William O Alden Jr Charitable Tr's EIN (Employer Identification Number) is 99-6814920. IRS Form 990 filing data is available on this page for 2024–2025.

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

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