STRATEGY STUDIO / PUBLIC DATA EXPLORER

TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST

Cite this

Plain text TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST. Strategy Studio, nonprofit organization profile, tax years 2015–2024. https://strategystudio.org/org/731484075. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/731484075

MLA “TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST.” Strategy Studio, tax years 2015–2024, https://strategystudio.org/org/731484075. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2015–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $67K · expenses $282K · assets $2.2M

Also known as
& EDUCATIONAL TRUST
EIN
73-1484075
Address
1310 VIA DE LUNA DR, PENSACOLA BCH, FL 32561-2330
NTEE code
T20Z
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Tom S Aldridge Ii DIRECTOR2015-2024 $0$255,986 1
Jake Aldridge DIRECTOR2015-2024 $0$1,200 1
Robert S Aldridge (former) DIRECTOR2015-2021 $2,083$184,047 1
Elrey Carr (former) DIRECTOR2015-2017 $0$2,950 1
Shaun E Palmer (former) DIRECTOR2015-2017 $500$1,300 1
Parris Nicholson (former) DIRECTOR2015-2017 $0$1,200 1
Rusty Aldridge (former) DIRECTOR2015-2017 $0$1,200 1
Barbara Forester (former) DIRECTOR2015-2017 $0$1,200 1
Mickie Beth Smith (former) DIRECTOR2015-2017 $0$600 1

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Barbara Forrester TRUSTEE2018-2024 5 $0 reported 1
M L Aldridge (former) DIRECTOR2015-2017 0 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
TOM S ALDRIDGE II DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
TOM S ALDRIDGE II DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2022 · 3 people listed · 1 paid, $75K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TOM S ALDRIDGE II DIRECTOR10 $75,411-$0 $75,4111
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2021 · 4 people listed · 2 paid, $73K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TOM S ALDRIDGE II DIRECTOR10 $70,512-$0 $70,5121
ROBERT S ALDRIDGE DIRECTOR5 $2,083-$0 $2,0831
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2020 · 4 people listed · 2 paid, $46K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT S ALDRIDGE DIRECTOR5 $24,996-$0 $24,9961
TOM S ALDRIDGE II DIRECTOR10 $21,144-$0 $21,1441
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2019 · 4 people listed · 2 paid, $47K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT S ALDRIDGE DIRECTOR5 $25,796-$0 $25,7961
TOM S ALDRIDGE II DIRECTOR10 $21,144-$0 $21,1441
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2018 · 4 people listed · 2 paid, $46K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT S ALDRIDGE DIRECTOR5 $24,996-$0 $24,9961
TOM S ALDRIDGE II DIRECTOR10 $20,907-$0 $20,9071
JAKE ALDRIDGE DIRECTOR10 $0-$0 $01
BARBARA FORRESTER TRUSTEE5 $0-$0 $01
2017 · 10 people listed · 3 paid, $55K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT S ALDRIDGE DIRECTOR0 $34,992-$0 $34,9921
TOM S ALDRIDGE II DIRECTOR0 $19,999-$0 $19,9991
SHAUN E PALMER DIRECTOR0 $500-$0 $5001
MICKIE BETH SMITH DIRECTOR0 $0-$0 $01
ELREY CARR DIRECTOR0 $0-$0 $01
JAKE ALDRIDGE DIRECTOR0 $0-$0 $01
M L ALDRIDGE DIRECTOR0 $0-$0 $01
PARRIS NICHOLSON DIRECTOR0 $0-$0 $01
RUSTY ALDRIDGE DIRECTOR0 $0-$0 $01
BARBARA FORESTER DIRECTOR0 $0-$0 $01
2016 · 10 people listed · 9 paid, $56K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT S ALDRIDGE DIRECTOR25 $35,592-$0 $35,5921
TOM S ALDRIDGE II DIRECTOR0 $16,270-$0 $16,2701
MICKIE BETH SMITH DIRECTOR0 $600-$0 $6001
ELREY CARR DIRECTOR0 $600-$0 $6001
JAKE ALDRIDGE DIRECTOR0 $600-$0 $6001
PARRIS NICHOLSON DIRECTOR0 $600-$0 $6001
RUSTY ALDRIDGE DIRECTOR0 $600-$0 $6001
BARBARA FORESTER DIRECTOR0 $600-$0 $6001
SHAUN E PALMER DIRECTOR0 $200-$0 $2001
M L ALDRIDGE DIRECTOR0 $0-$0 $01
2015 · 10 people listed · 8 paid, $52K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT S ALDRIDGE DIRECTOR25 $35,592-$0 $35,5921
TOM S ALDRIDGE II DIRECTOR0 $10,599-$0 $10,5991
ELREY CARR DIRECTOR0 $2,350-$0 $2,3501
SHAUN E PALMER DIRECTOR0 $600-$0 $6001
PARRIS NICHOLSON DIRECTOR0 $600-$0 $6001
JAKE ALDRIDGE DIRECTOR0 $600-$0 $6001
RUSTY ALDRIDGE DIRECTOR0 $600-$0 $6001
BARBARA FORESTER DIRECTOR0 $600-$0 $6001
MICKIE BETH SMITH DIRECTOR0 $0-$0 $01
M L ALDRIDGE DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 8 grants to organizations · $80K

Listed grants add up to $80,450; the return's “grants paid” expense line says $82,450. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 8 grants to organizations · $87K

Listed grants add up to $87,200; the return's “grants paid” expense line says $93,998. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 6 grants to organizations · $77K
2021 · 6 grants to organizations · $84K
2020 · 13 grants to organizations · $80K
2019 · 19 grants to organizations · $125K
2018 · 12 grants to organizations · $98K
2017 · 12 grants to organizations · $132K
2016 · 14 grants to organizations · $101K
2015 · 12 grants to organizations · $101K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$66,594$282,445 $2,207,466$1,239,726 $0- $63,498--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$86,204$276,209 $1,928,743$1,497,043 $0- $63,498--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$73,318$286,083 $2,191,014$1,736,969 $659- $75,411--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$66,037$337,071 $2,502,211$2,025,912 -- $72,595--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$219,928$181,521 $2,908,729$2,405,317 -- $46,140--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$137,660$279,406 $2,496,238$2,496,238 -- $46,940--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$192,765$202,035 $2,673,917$2,673,917 -- $45,903--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$102,079$244,691 $2,639,355$2,638,841 -- $55,491--
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$178,963$192,767 $2,783,872$2,783,428 -- $55,662--
2015 · Form 990PF period ending 2016-06-30 · view filing · original 990 ↗
$126,578$205,780 $2,770,074$2,769,070 -- $51,541--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
STUART & JILL SIEGEL CHARITABLE TRUSTFLT20 $70,263$132,417 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PAUL A AND KATHARINE M BENNETT EDUCATIONAL FUNDFLT20 $62,846$63,280 TRUSTEE$11,243 Same NTEE code T20, revenue within 2x, same state
W MARSHALL & MARGARET HUGHES CHARITABLE TRFLT20 $64,105$38,665 TRUSTEE$7,298 Same NTEE code T20, revenue within 2x, same state
JOHN T HOCKER CHARITABLE FOUNDATIONFLT20 $69,940$175,828 TRUSTEE$8,591 Same NTEE code T20, revenue within 2x, same state
EUGENE F MERKERT 1996 CHARITABLE FOUNDATIONFLT20 $68,768$8,513 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE RUTH AND TALMAGE DOBBS JR CHARITABLE FOUNDATIONFLT20 $66,387$76,213 TRUSTEE$13,631 Same NTEE code T20, revenue within 2x, same state
FW GEISSINGER CHARITABLE FOUNDATIONFLT20 $67,067$630,492 CORPORATE TRUSTEE$4,743 Same NTEE code T20, revenue within 2x, same state
KENNETH G BACHELLER CHARITABLE FOUNDATIONFLT20 $63,959$45,636 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MARIN AND ANA BRITOS FOUNDATIONFLT20 $69,500$9,162 Trustee$3,662 Same NTEE code T20, revenue within 2x, same state
ALICE M HOFFMAN CITIZENS NATL BANK & TRUST COFLT20 $70,620$58,160 TRUSTEE$11,357 Same NTEE code T20, revenue within 2x, same state
MARK AND CATHERINE ENSIO FAMILY FOUNDATION INCFLT20 $62,592$76,779 President$0 Same NTEE code T20, revenue within 2x, same state
HARRIS COY FOUNDATION TRFLT20 $67,912$62,891 MANAGER$0 Same NTEE code T20, revenue within 2x, same state
G3 CHARITIES INCFLT20 $66,694$67,000 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
EDITH M SLAGLE IRRV TR 08142000FLT20 $65,554$57,905 TRUSTEE$10,863 Same NTEE code T20, revenue within 2x, same state
MARK AND GRETA WALKER FOUNDATIONFLT20 $69,000$56,800 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KAYE FAMILY FOUNDATION INCFLT20 $64,827$88,005 SECRETARY$20,000 Same NTEE code T20, revenue within 2x, same state
JOE S MCFADDIN FOUNDATIONFLT20 $63,192$45,770 TRUSTEE$10,943 Same NTEE code T20, revenue within 2x, same state
RICHARD COHEN FAMILY FOUNDATIONFLT20 $66,163$45,392 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MICHAEL AND MILAGROS CONTRERAS FAMILY FOUNDATIONFLT20 $70,089$51,970 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CECIL AND ANA MILTON FAMILY FOUNDATIONFLT20 $64,444$110,737 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CHRIS FOUNDATION INCFLT20 $65,000$65,852 P D$0 Same NTEE code T20, revenue within 2x, same state
RON SAMANTHA AND MICHAEL WEINER FAMILY FOUNDATION INCFLT20 $63,456$45,936 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE ELINOR AND GABRIEL RUBIN FOUNDATIONFLT20 $64,322$120,430 DIRECTOR$50,000 Same NTEE code T20, revenue within 2x, same state
ROBERT AND SHERRY ROGERS MDFOUNDATION INCFLT20 $70,089$21,852 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KAREN WILLIAMS FOX & GERALD J FOX FOUNDATION INCFLT20 $69,112$67,549 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC Private foundation$35,7425 12014–2025 THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST
SOUTHCOAST COMMUNITY FOUNDATION INC DAF sponsor$20,1861 12019–2019 THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST
FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC DAF sponsor$10,0001 12011–2011 CHRIS FOUNDATION INC
AMAZONSMILE FOUNDATION Private foundation$2284 12020–2023 THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $282,445 spent · pay $63,498 · grants $82,450 · events $15,468
LineAs describedTotalShare
Contributions, gifts, grants paid $82,450 29.2%
Pay: officers, directors, trustees $63,498 22.5%
Taxes $43,001 15.2%
Depreciation and depletion $25,712 9.1%
Other expenses $20,788 7.4%
Interest $16,210 5.7%
Travel, conferences and meetings $15,468 5.5%
Occupancy $13,643 4.8%
Fees: legal $1,675 0.6%
Total$282,445100%

View the filing

2023 · Form 990PF · $276,209 spent · pay $63,498 · grants $93,998 · events $30,984
LineAs describedTotalShare
Contributions, gifts, grants paid $93,998 34.0%
Pay: officers, directors, trustees $63,498 23.0%
Taxes $38,229 13.8%
Travel, conferences and meetings $30,984 11.2%
Interest $17,399 6.3%
Other expenses $14,417 5.2%
Depreciation and depletion $12,814 4.6%
Occupancy $2,995 1.1%
Fees: legal $1,875 0.7%
Total$276,209100%

View the filing

2022 · Form 990PF · $286,083 spent · pay $85,911 · grants $76,700 · events $26,165
LineAs describedTotalShare
Contributions, gifts, grants paid $76,700 26.8%
Pay: officers, directors, trustees $75,411 26.4%
Taxes $28,057 9.8%
Other expenses $27,798 9.7%
Travel, conferences and meetings $26,165 9.1%
Interest $18,542 6.5%
Depreciation and depletion $12,814 4.5%
Other salaries and wages $10,500 3.7%
Occupancy $7,321 2.6%
Fees: legal $2,775 1.0%
Total$286,083100%

View the filing

2021 · Form 990PF · $337,071 spent · pay $72,595 · grants $84,370 · events $86,394
LineAs describedTotalShare
Travel, conferences and meetings $86,394 25.6%
Contributions, gifts, grants paid $84,370 25.0%
Pay: officers, directors, trustees $72,595 21.5%
Other expenses $37,715 11.2%
Interest $19,467 5.8%
Occupancy $13,350 4.0%
Depreciation and depletion $12,814 3.8%
Taxes $9,091 2.7%
Fees: legal $1,275 0.4%
Total$337,071100%

View the filing

2020 · Form 990PF · $181,521 spent · pay $46,140 · grants $79,500 · events $15,745
LineAs describedTotalShare
Contributions, gifts, grants paid $79,500 43.8%
Pay: officers, directors, trustees $46,140 25.4%
Travel, conferences and meetings $15,745 8.7%
Interest $15,597 8.6%
Other expenses $13,419 7.4%
Depreciation and depletion $10,145 5.6%
Fees: legal $975 0.5%
Total$181,521100%

View the filing

2019 · Form 990PF · $279,406 spent · pay $46,940 · grants $125,000 · events $18,416
LineAs describedTotalShare
Contributions, gifts, grants paid $125,000 44.7%
Pay: officers, directors, trustees $46,940 16.8%
Other expenses $41,295 14.8%
Fees: accounting $35,380 12.7%
Travel, conferences and meetings $18,416 6.6%
Fees: legal $12,375 4.4%
Total$279,406100%

View the filing

2018 · Form 990PF · $202,035 spent · pay $45,903 · grants $98,000 · events $19,327
LineAs describedTotalShare
Contributions, gifts, grants paid $98,000 48.5%
Pay: officers, directors, trustees $45,903 22.7%
Other expenses $23,387 11.6%
Travel, conferences and meetings $19,327 9.6%
Fees: legal $9,100 4.5%
Fees: other professional $6,318 3.1%
Total$202,035100%

View the filing

2017 · Form 990PF · $244,691 spent · pay $55,491 · grants $132,100 · events $11,597
LineAs describedTotalShare
Contributions, gifts, grants paid $132,100 54.0%
Pay: officers, directors, trustees $55,491 22.7%
Other expenses $21,030 8.6%
Fees: other professional $12,748 5.2%
Fees: legal $11,725 4.8%
Travel, conferences and meetings $11,597 4.7%
Total$244,691100%

View the filing

2016 · Form 990PF · $192,767 spent · pay $55,662 · grants $101,000 · events $247
LineAs describedTotalShare
Contributions, gifts, grants paid $101,000 52.4%
Pay: officers, directors, trustees $55,662 28.9%
Other expenses $15,248 7.9%
Fees: other professional $12,018 6.2%
Fees: legal $8,400 4.4%
Travel, conferences and meetings $247 0.1%
Interest $192 0.1%
Total$192,767100%

View the filing

2015 · Form 990PF · $205,780 spent · pay $51,541 · grants $101,467 · events $3,237
LineAs describedTotalShare
Contributions, gifts, grants paid $101,467 49.3%
Pay: officers, directors, trustees $51,541 25.0%
Other expenses $15,766 7.7%
Fees: other professional $11,560 5.6%
Fees: legal $8,400 4.1%
Taxes $8,095 3.9%
Fees: accounting $5,500 2.7%
Travel, conferences and meetings $3,237 1.6%
Depreciation and depletion $214 0.1%
Total$205,780100%

View the filing