Funder DirectoryTHE GEORGE I ALDEN TRUST
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Private foundation (trust)EIN 046023784Est. 1981-10

THE GEORGE I ALDEN TRUST

WORCESTER, MA 016081714

Accepts unsolicited proposals

Total Assets

$237.2M

FY 2023

Annual Giving

$11.0M

FY 2023

Grants Made

76

FY 2023

Avg Grant

$145K

FY 2023

Grant Range

$15K–$1.8M

Typical

Deadlines

Proposals are due the 15th of the mont…

Applications

Financial Snapshot

2023 filing

Total Revenue

$11.3M

Total Expenses

$13.5M

Qualifying Distributions

$11.3M

Distributable Amount

$11.1M

Min. Investment Return

$11.2M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

76 grants

Grant sizes from minimum $15K through median $100K to maximum $1.8M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $11.5M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

171 grants

Recipient names are missing from the available filing data for some grants.

WORCESTER POLYTECHNIC INSTITUTE
$2.4M
2 grants
YMCA OF CENTRAL MASSACHUSETTS
$1.8M
2 grants
CLARK UNIVERSITY
$1M
1 grant
WORCESTER ACADEMY
$750K
1 grant
MUSIC WORCESTER INC
$715K
2 grants
UNITED WAY OF CENTRAL MASSACHUSETTS
$580K
2 grants
AMERICAN ANTIQUARIAN SOCIETY
$350K
1 grant
OLD STURBRIDGE VILLAGE
$350K
1 grant

Grant Size Distribution

171 grants

<$10K
$10–50K
71
grants
$50–250K
87
grants
$250K–1M
10
grants
$1–5M
2
grants
$5M+
1
grants

Geographic Focus

12 states

Massachusetts
$25.4M
76% of total
Pennsylvania
$2.7M
8% of total
New York
$2.5M
8% of total
Vermont
$550K
2% of total
Rhode Island
$521K
2% of total
Kentucky
$375K
1% of total
New Jersey
$330K
1% of total
Maine
$300K
1% of total
New Hampshire
$180K
1% of total
Connecticut
$175K
1% of total

+2 more states

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